|
9186
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414
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5
|
2026-05-08T12:18:52.319328+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242732319_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
|
NULL
|
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'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"master, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.040226065,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: master<br/>Some incoming commits are not fetched<br/>","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"bounds":{"left":0.8081782,"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":"AskJiminnyReportActivityServiceTest","depth":6,"bounds":{"left":0.8234708,"top":0.019952115,"width":0.09208777,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9155585,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug '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 Everywhere","depth":5,"bounds":{"left":0.9773936,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9886968,"top":0.019952115,"width":0.011303186,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"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":0.6615692,"top":0.10055866,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.67287236,"top":0.09896249,"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":0.68018615,"top":0.09896249,"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":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.4275266,"top":0.09736632,"width":0.5724734,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.4275266,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.4275266,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.4275266,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.4275266,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.4275266,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.4275266,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.4275266,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.4275266,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.4275266,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.4275266,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.4275266,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.4275266,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.4275266,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.4275266,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.4275266,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.4275266,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.4275266,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.4275266,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.4275266,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.4275266,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.4275266,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.4275266,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.4275266,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.4275266,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","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}]...
|
-6003896896896014011
|
-3048922505522198070
|
click
|
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'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes...
|
NULL
|
NULL
|
NULL
|
NULL
|
|
9187
|
414
|
6
|
2026-05-08T12:18:53.735829+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242733735_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
|
NULL
|
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'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
Previous Highlighted Error
Next Highlighted Error
<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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":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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:19:08.314677+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242748314_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
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True
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monitor_1
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Code changed:
SlackFileEditViewGoHistoryWindowHelp‹ $0lahlLAAPP (-zsh)883DOCKERDEV (docker)882APP (-zsh)-zshPHPruntime:8.3.30Running analysis on 7 cores with 10 files per process.Parallel runner is an experimental feature and may be unstable, use it at your own risk. Feedback highly appreciated!Loadedconfig default from"-php-cs-fixer.dist.php"5663/5663100%• 84screenpipe*Fixed 0 of 5663 files in 42.875 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (master) $ git pullremote: Enumerating objects: 15,done.remote: Counting objects: 100% (15/15), done.remote: Compressing objects: 100% (2/2), done.remote: Total 15 (delta 13), reused 15 (delta 13), pack-reused 0 (from 0)Unpacking objects: 100% (15/15), 1.28 KiB | 72.00 KiB/s, done.From github.com:jiminny/appc57e71e763..8743fea32e* [new branch]Already up to date.lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $JY-20606-desktop-app-recall-> origin/JY-20606-desktop-app-recallJY-20819-increase-download-transctip-rate-limit -> origin/JY-20819-increase-download-transctip-rate-limit•$5100% C8Fri 8 May 15:19:09T₴1|-zsh₴6APP...
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
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"Date":["Thu,07 May 2026 14:21:15 GMT"],
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"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
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"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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":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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:19:53.797120+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242793797_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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NULL
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monitor_2
|
NULL
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:19:54.159262+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242794159_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_1
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:20:24.600056+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242824600_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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NULL
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monitor_2
|
NULL
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:20:24.962255+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242824962_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
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True
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:20:55.382558+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242855382_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_2
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NULL
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:20:55.864814+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242855864_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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NULL
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monitor_1
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NULL
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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0
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2026-05-08T12:21:26.090954+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242886090_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
|
NULL
|
monitor_2
|
NULL
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NULL
|
NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:21:26.556596+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242886556_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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NULL
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monitor_1
|
NULL
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NULL
|
NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:21:57.212104+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242917212_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_2
|
NULL
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:21:57.730387+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242917730_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_1
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:22:27.838871+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242947838_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_2
|
NULL
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:22:27.838860+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242947838_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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NULL
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monitor_1
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NULL
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2
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2026-05-08T12:22:59.975963+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242979975_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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NULL
|
monitor_1
|
NULL
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
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"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
|
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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
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
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9191
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NULL
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NULL
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NULL
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9203
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416
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2026-05-08T12:23:22.842543+00:00
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faVsco.js – Service.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
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
Previous Highlighted Error
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243010879_m1.jpg...
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faVsco.js – Service.php
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:23:53.714529+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243033714_m2.jpg...
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faVsco.js – Service.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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:24:24.592980+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243064592_m2.jpg...
|
PhpStorm
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faVsco.js – Service.php
|
True
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monitor_2
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:24:32.707572+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243072707_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_1
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:24:55.372719+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243095372_m2.jpg...
|
PhpStorm
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faVsco.js – Service.php
|
True
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monitor_2
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:25:03.394206+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243103394_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
True
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monitor_1
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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NULL
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7
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2026-05-08T12:25:50.084624+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243150084_m1.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
|
NULL
|
monitor_1
|
NULL
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:25:50.524095+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243150524_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
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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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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NULL
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NULL
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0
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2026-05-08T12:26:23.862419+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243183862_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
|
NULL
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monitor_2
|
NULL
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NULL
|
NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
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\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"master, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.040226065,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: master<br/>Some incoming commits are not fetched<br/>","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug 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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 Everywhere","depth":5,"bounds":{"left":0.9773936,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9886968,"top":0.019952115,"width":0.011303186,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"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":0.6615692,"top":0.10055866,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.67287236,"top":0.09896249,"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":0.68018615,"top":0.09896249,"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":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.4275266,"top":0.09736632,"width":0.5724734,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.4275266,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.4275266,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.4275266,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.4275266,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.4275266,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.4275266,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.4275266,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.4275266,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.4275266,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.4275266,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.4275266,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.4275266,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.4275266,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.4275266,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.4275266,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.4275266,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.4275266,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.4275266,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.4275266,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.4275266,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.4275266,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.4275266,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.4275266,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.4275266,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","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":"AXStaticText","text":"7","depth":4,"bounds":{"left":0.3414229,"top":0.15003991,"width":0.0076462766,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"48","depth":4,"bounds":{"left":0.35106382,"top":0.15003991,"width":0.010305851,"height":0.015163607},"on_screen":true,"role_description":"text"}]...
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3721594183372312235
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-3046654212898829877
|
click
|
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'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
|
9190
|
NULL
|
NULL
|
NULL
|
|
9214
|
NULL
|
0
|
2026-05-08T12:26:23.862502+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243183862_m1.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
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'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
Previous Highlighted Error
Next Highlighted Error
<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:26:55.018356+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243215018_m2.jpg...
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PhpStorm
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faVsco.js – custom.log
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Project: faVsco.js, menu
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:26:55.591065+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243215591_m1.jpg...
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PhpStorm
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faVsco.js – custom.log
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True
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:27:25.783433+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243245783_m2.jpg...
|
PhpStorm
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faVsco.js – custom.log
|
True
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:27:56.571571+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243276571_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
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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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:27:56.950039+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243276950_m1.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
|
NULL
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monitor_1
|
NULL
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NULL
|
NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:28:27.329920+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243307329_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
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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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"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":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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3
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2026-05-08T12:28:27.691096+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243307691_m1.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
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monitor_1
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:29:08.117930+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243348117_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
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monitor_2
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.5521942,"top":0.123703115,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.55950797,"top":0.123703115,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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,"bounds":{"left":0.124667555,"top":0.12210695,"width":0.4418218,"height":0.87789303},"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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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2026-05-08T12:29:08.198464+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243348198_m1.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
|
NULL
|
monitor_1
|
NULL
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NULL
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NULL
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NULL
|
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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":"<?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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
9204
|
NULL
|
NULL
|
NULL
|
|
9225
|
418
|
5
|
2026-05-08T12:29:11.251494+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243351251_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
|
NULL
|
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...
|
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|
5222591262487654398
|
-8636637129462003327
|
click
|
hybrid
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
PhpStormvlewINavigarecodeLaravelWindowFV faVsco.js°9 master kProledeyC Service.pnp ~©).liminnyDebugCommand.ongT DeleteCrmEntityTrait.phpC)Teamownerservice.onpRematchActivityOnCrmObjectDetach.php(C) CheckAndRetrvRemotematch.ong© MatchActivityCrmData.php© CrmActivityService.php© TeamService.php(C) TranscodeParameterResolv© Client.php© UserService.php© Uuid.php>@ Traits>D UseCases>@ User>O Utils> C Validation>0Ophp [EMAIL]@ Jiminny.ohp© Plan.phpC) Serializer.oho© TeamScimDetails.phpbootstrao>Mbuild>@ configcontribM databasedocstront-end0 lang• node_modules library root• M nhnstanli nublic> Mrecourcocv Mroutesphp api.phppnp apl_vz.ongpnp console.onppnp customer_api.pnppnp emoeddea.onophp health.phpphp scim.phophp uprotectedweb.phpphp web.phgphp webhook.php>Mscriotsv u storadeM debuabanM frameworkv Mloasaitianoreel audio wav= cuctom loal© PaginationConfig.php<?phpnamespace Jiminny Services Crm Hubspot.› use ...782 OY84184284389E hubspot-journal-poll.log= laravel lod•dphostan-tuoe CrmFielddefinition arrausiname: string,Label: strina.description: string.cype: strina.fieldType: string,hidden• hool.showCurrencySymbol: bool,options: array<array(1o. stringpublic function getTasks@?string $objectType, string Sobjectid, ?string $opportunityId): arrayt...}* Try to find CRM Objects using email address* @return null/arrayiLeadinul]Account|null,Opportunity|null,Contact|null,FetchRelatedActivityInterface,SettinasinterfaceMatchermentitles tintenfaceRemotesntitvLookuniinterfaceVenifvTaskExistsIntenfaceuse ResolveComnanvNameRvEmail Trait.use SuncCrmEntitiesTnait.use WniteCrmTnait.uco CuncCioldeTnait.uce Annontuni+vSvneTnai+.private const int ENGAGEMENT BODY MAX LENGTH = 65536:private const string LOG DATE FORMAT = 'Y-m-d H:i:s':Fri 8 May 15:29:13AskJiminnyReportActivityServiceTestv© RateLimitException.php747 A48 V1 V 33 81ОрнонннаCON A= custom.log~4 SF jiminny@localhost]A HS_local jiminny@localhost]« console [PROD]#console leu« console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {"neaders".1"Date":["Thu,07 May 2026 14:21:15 GMT"],"content-lype". appLicacion/son, charser=utr-or"Transter-encoding" •L"chunked"!,"conneccion". "Keep-alive","CF-Ray" : ["9f80deb8db60dc3a-SOF"],CF-Cache-Status": "DYNAMIC"IN"Strict-Transport-Security": ["max-age=31536000; includeSubDomains; preload"],"access-control-allow-credentials": "false")."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfn:desc="9+80deb8ercodcsa-AD"""x-content-tvoe-ootions":"nosniff"."x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],LẢẢẢẢẢẢẢ,ểẢhẢh ẢẢẢẢảẢ ẢảảẢ8ẢẢВẢẢẢ KA07-May-26 14:51:15 GMT; domain=.hubapi.com; Http0nly; Secure; SameSite=None"],"Renont-To"•".1"endnoints"•!N"url\":\"https:V/Va.nel.cloudflare.comV/report\V/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZ1zoYdxI%2BIxVpHmsKn30%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjUR08srzKSvJgZ%2BQ6R7"anoun ". "cf-nel".\"max_age\":604800}"],"NFI"•T"S"success_fraction\":0.01,"report_to\":|"cf-nel\".\"max_age\":604800}"],"Server": ["cloudflare"]}} {"correlation_id": "95236535-ec98-4541-b92a-adfa73b69eab","trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}W Windsurf Teams 31:1 UTF-8 P 4 spaces ®...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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,"bounds":{"left":0.124667555,"top":0.14684756,"width":0.3643617,"height":0.85315245},"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 $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($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 $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($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":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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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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CircleCI
APP
Yesterday at 9:14:34 AM
9:14 AM
2 PRs with vulnerability fixes are ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#12049 fix(security): composer dependency updates – 2026-05-07
#12049 fix(security): composer dependency updates – 2026-05-07
(
secfix/composer-20260507
)
•
#12048 fix(security): npm dependency updates – 2026-05-07
#12048 fix(security): npm dependency updates – 2026-05-07
(
secfix/npm-20260507
)
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Stefka Stoyanova
Yesterday at 9:30:00 AM
9:30 AM
Team, does anyone use Jiminny (Development) Twilio account? It has only 35 obsolete phone numbers which I plan to delete, unless someone's using them?
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Nikolay Yankov
Today at 2:38:37 PM
2:38 PM
My 5 hour limit in Claude just reset, I asked it 2 simple questions and 20% are already used.. It looks like it depends what time of the day you ask. It was not like that in the morning. After 12:00 - 13:00 it started to consume a lot more. Is it the same on your side? Or maybe I have to start a new session?
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Nikolay Yankov
Today at 2:39:02 PM
2:39 PM
This is with Sonnet
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Switch workspaces… (Jiminny Inc) Has new messages
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Yesterday at 9:14:34 AM
9:14 AM
2 PRs with vulnerability fixes are ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#12049 fix(security): composer dependency updates – 2026-05-07
#12049 fix(security): composer dependency updates – 2026-05-07
(
secfix/composer-20260507
)
•
#12048 fix(security): npm dependency updates – 2026-05-07
#12048 fix(security): npm dependency updates – 2026-05-07
(
secfix/npm-20260507
)
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Stefka Stoyanova
Yesterday at 9:30:00 AM
9:30 AM
Team, does anyone use Jiminny (Development) Twilio account? It has only 35 obsolete phone numbers which I plan to delete, unless someone's using them?
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Nikolay Yankov
Today at 2:38:37 PM
2:38 PM
My 5 hour limit in Claude just reset, I asked it 2 simple questions and 20% are already used.. It looks like it depends what time of the day you ask. It was not like that in the morning. After 12:00 - 13:00 it started to consume a lot more. Is it the same on your side? Or maybe I have to start a new session?
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Today at 2:39:02 PM
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This is with Sonnet
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Activit)FilesLateMoreSlackJiminny ...i contusion-clinid# curiosity lab# engineering# general#jiminny-bg# platform-tickets# product launches# random# releases# sofia-office# support# thank-yous#t the people of iimi.^? Direct messagesVasi VasilevR. Nikolay Ivanov• Galva Dimitrova(3 Aneliya Angelova..8 Stovan Taney €R Stefka StoyanovaVesf Aneliya AngelovaJames Grahame Lukas Kovalik v... 0#: Apps8 ToastEi lim Cloud© PavloadBuilder.ohp(C) Profile, ohoC) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol© QueryResults.php© Service.php(C) SvncRatchRedicServTM Traits© BaseClient.phpC BaseService.php© CachedCrmServiceDecc© CountryCodeResolver.pC) Crm ActivityDrovidorintoHistoryWindowHeld@ Describe what you are looking for# engineering8 24• Messages©CanvasC FilesMore20260567)YesterdayStefka Stoyanova 9:30 AMTeam. does anyone use JiminnyDevelopment Iwillo account. It has oniv35 obsolete phone numbers which I olan todelete, unless someone's usine them?Nikolav Yankov 2:38 PMMy 5 hour limit in Glaude just reset. laskedit 2 simole questions and 20% are alreadv.used.. It looks like it depends what time ofthe dav vot ask.Ir was not like that in themorning After 12.00 - 13.00 it started toconsume a lot more is it the same on vourside? Or mavhe I have to start a newseccion?image.png08 g 5 replies Last reply today at...Message #engineering+ AaMatchermentitlestintenface.RemoteEntitvLookun iinterface)VenifvTaskExistsIntenfaceuse ResolveComnanvNameRvEmailTraituse SyncCrmEntitiesTrait;use WniteCrmTnait.uco CuncCioldeTnait.uce Annontuni+vSvneTnai+.zusagesprivate const int ENGAGEMENT BODYprivate const string LOG DATE FORM.Platform Sprint 3 Q2 - Platform TeSevenShores\Hubspot\Except XService-Desk - Queues - Platformg Jy 20807 check various issues witFeed - iminny — SentryJY-20818 move ask jiminny reportu Userpilot | Ask Jiminny Report GeJY-20773 fix user pilot tracking of* Problem loading pageSearch the CRM - HubSpot docse liminni) New Tab) New TalAl Features | DatadogJy 20493 smart instant nudge prePipelines - jiminny/app— New Ta:Explore08MonitorsSetting:Issues / Re APP-1EEDID: e72ac6cc12 hours ago JSON• SevenShores Hubspot Exceptions BadRequestv GuzZleHtto Exception ClientExceptionClient error:POST https://api.hubapi.com/crm/v3/objects/contact/search @* resulted in a429 Too Many Requests* response:{"status":"error", "message":"You have reached your secondly limit.", "errorType":"RATE_LIMIT", "correlationId":"019e04ea-a (truncated...)aenericCrashed in non-app:/vendor/guzzlehttp/guzzle/src/Exception/RequestException.php:111 in GuzzleHttp\Exception\RequestException::create/aon/Services/Crm/Hubsnot/Padination/HubsootPadinationService.nho:162_in_JiminnvlServices|Crm|Hubsoot\ Pagination\HubsnotPadinationServicexexecuteSearchReauest/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php:51 in Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService::getPaginatedDataGeneratorlapo/Services/Crm//Hubspot/Client.oho:94 in Jiminny Services Crm Hubspot Client«aetPacinatedDatal/app/Services/Crm/Hubspot/Service.php:1212 in Jiminny|Services\Crm\Hubspot\Service::Jiminny\Services\Crm\Hubspot\(closure)Called from: /vendor/laravel/framework/src/llluminate/Cache/Renositorv.nhn:564inllluminate|Cache\Renositorv.rememberlann/Services/Crm/Hubsnot /Service nhn-1206 in Jiminnv|Services|Crm|Hubsnot|Service«matchRvName/app/Services/Crm/CachedCrmServiceDecorator.php:167 in Jiminny|Services\Crm\CachedCrmServiceDecorator::matchByName/app/Services/Crm/CrmActivityService.php:139 in Jiminny\Services\Crm\CrmActivityService:.updateParticipantsCrmData/app/Services/Crm//CrmActivityService.oho:81 in JiminnyServices Crm_CrmActivityService:updateCrmDatalapo/Jobs/Crm/MatchActivitvCrmData.oho:107inJiminnv|Jobs|Crm.MatchActivitvCrmData:Jiminnv|Jobs\Crm\closurelCalled from:/vendor/laravel/framework/src/llluminate/Database/Concerns/ManaaesTransactions.oho:35 in llluminate\ Database Connection:transactionlapo/Jobs/Crm/MatchActivitvCrmData.ohn:87inJiminnv|Jobs\Crm|MatchActivitvCrmData«handleCalled from: /vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php:36 in Illuminate\Container\BoundMethod:IIluminate\Container\(closure)Called from:/vendor/laravel/framework/src/llluminate/Queue/Worker.ohp:435 in Illuminate Queue Worker-runJobv Trace Preview0e Error - Leaque\Flvsystem\Filesystem:has0: Argument #1 (Slocation) must be of type string, null aiven, called in /home/liminnvie Frror - Leaque\ Flvsvstem\ Filesvstem«hach- Araument #1 (Slocation) must be of tvne strina. null aiven called in /home /iiminnvSO WaStack TraceShow 11 more framesIn AppIn AppIn AnnShow 2 more framesIn AppIn Aopin AnnIn AppIn AopIn AopShow 14 more framesIn AppShow 17 more framesView Full Trace100% CFri 8 May 15:29:23A Ask Seer9eAdd a comment8 Assianedby Lukas Kovalik to themselves.2 months agoMarked as Ongoing6 months aadautomatically by Sentryc First Seer6 months agoMarked as hich priorityy PeonleLK participatingSSIK MPIN viewedCimilar IecnodViowMeraed Issues...
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Switch workspaces… (Jiminny Inc) Has new messages
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More actions
Vasil Vasilev
Nikolay Ivanov
Galya Dimitrova
Aneliya Angelova
,
Nikolay Yankov
,
Steliyan Georgiev
Stoyan Tanev
Stefka Stoyanova
Ves
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CircleCI
APP
Yesterday at 9:14:34 AM
9:14 AM
2 PRs with vulnerability fixes are ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#12049 fix(security): composer dependency updates – 2026-05-07
#12049 fix(security): composer dependency updates – 2026-05-07
(
secfix/composer-20260507
)
•
#12048 fix(security): npm dependency updates – 2026-05-07
#12048 fix(security): npm dependency updates – 2026-05-07
(
secfix/npm-20260507
)
View workflow run
View workflow run
Stefka Stoyanova
Yesterday at 9:30:00 AM
9:30 AM
Team, does anyone use Jiminny (Development) Twilio account? It has only 35 obsolete phone numbers which I plan to delete, unless someone's using them?
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Nikolay Yankov
Today at 2:38:37 PM
2:38 PM
My 5 hour limit in Claude just reset, I asked it 2 simple questions and 20% are already used.. It looks like it depends what time of the day you ask. It was not like that in the morning. After 12:00 - 13:00 it started to consume a lot more. Is it the same on your side? Or maybe I have to start a new session?
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Today at 2:39:02 PM
2:39 PM
This is with Sonnet
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Switch workspaces… (Jiminny Inc) Has new messages
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APP
Yesterday at 9:14:34 AM
9:14 AM
2 PRs with vulnerability fixes are ready for review
Please take a look at the code and confirm that everything works properly on your local machine or on a planet environment
Pull requests
(jiminny/app)
•
#12049 fix(security): composer dependency updates – 2026-05-07
#12049 fix(security): composer dependency updates – 2026-05-07
(
secfix/composer-20260507
)
•
#12048 fix(security): npm dependency updates – 2026-05-07
#12048 fix(security): npm dependency updates – 2026-05-07
(
secfix/npm-20260507
)
View workflow run
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Stefka Stoyanova
Yesterday at 9:30:00 AM
9:30 AM
Team, does anyone use Jiminny (Development) Twilio account? It has only 35 obsolete phone numbers which I plan to delete, unless someone's using them?
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Nikolay Yankov
Today at 2:38:37 PM
2:38 PM
My 5 hour limit in Claude just reset, I asked it 2 simple questions and 20% are already used.. It looks like it depends what time of the day you ask. It was not like that in the morning. After 12:00 - 13:00 it started to consume a lot more. Is it the same on your side? Or maybe I have to start a new session?
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Nikolay Yankov
Today at 2:39:02 PM
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This is with Sonnet
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Channel engineering
SlackFileEditViewGoHistoryWindowHelp‹ $0lahlLAAPP (-zsh)883DOCKERDEV (docker)882APP (-zsh)-zshPHPruntime:8.3.30Running analysis on 7 cores with 10 files per process.Parallel runner is an experimental feature and may be unstable, use it at your own risk. Feedback highly appreciated!Loadedconfig default from".php-cs-fixer.dist.php"5663/5663100%• 84screenpipe*Fixed 0 of 5663 files in 42.875 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (master) $ git pullremote: Enumerating objects: 15,done.remote: Counting objects: 100% (15/15), done.remote: Compressing objects: 100% (2/2), done.remote: Total 15 (delta 13), reused 15 (delta 13), pack-reused 0 (from 0)Unpacking objects: 100% (15/15), 1.28 KiB | 72.00 KiB/s, done.From github.com:jiminny/appc57e71e763..8743fea32e* [new branch]Already up to date.lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $JY-20606-desktop-app-recall-> origin/JY-20606-desktop-app-recallJY-20819-increase-download-transctip-rate-limit -> origin/JY-20819-increase-download-transctip-rate-limit•$5100% C8Fri 8 May 15:29:24T₴1|-zsh₴6APP...
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Vasil Vasilev (DM) - Jiminny Inc - 5 new items - S Vasil Vasilev (DM) - Jiminny Inc - 5 new items - Slack...
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Apr 28th at 4:48:37 PM
4:48 PM
Васко, ти знаеш ли как да добавим postmark key за QAI някъде във Амазон, вече credentials не ги държим в env
Vasil Vasilev
Apr 28th at 4:48:49 PM
4:48 PM
оу, не
Apr 28th at 4:48:50 PM
4:48
нямам идея
Apr 28th at 4:49:02 PM
4:49
Никога не ми се е налагало да работя с тоя Postmark
Lukas Kovalik
Apr 28th at 4:49:27 PM
4:49 PM
то по скоро Amazon credentials ми е въпрос
Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
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Apr 28th at 4:52:10 PM
4:52
т.е.
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Apr 28th at 4:52:12 PM
4:52
пак не знам
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Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
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Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
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Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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Today at 2:54:35 PM
2:54
и после да увелича размера на бачовете, за да имаме по малко blocking операции в ЕС, като реиндексира
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Yankov","depth":13,"bounds":{"left":0.034574468,"top":0.4293695,"width":0.049534574,"height":0.027134877},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":",","depth":13,"bounds":{"left":0.048204787,"top":0.44373503,"width":0.0023271276,"height":0.012769354},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Steliyan Georgiev","depth":13,"bounds":{"left":0.050199468,"top":0.44373503,"width":0.033909574,"height":0.012769354},"on_screen":true,"role_description":"text"}]...
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4591985981248717005
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-3586248941850424204
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visual_change
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hybrid
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NULL
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Apr 28th at 4:48:37 PM
4:48 PM
Васко, ти знаеш ли как да добавим postmark key за QAI някъде във Амазон, вече credentials не ги държим в env
Vasil Vasilev
Apr 28th at 4:48:49 PM
4:48 PM
оу, не
Apr 28th at 4:48:50 PM
4:48
нямам идея
Apr 28th at 4:49:02 PM
4:49
Никога не ми се е налагало да работя с тоя Postmark
Lukas Kovalik
Apr 28th at 4:49:27 PM
4:49 PM
то по скоро Amazon credentials ми е въпрос
Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
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Apr 28th at 4:52:10 PM
4:52
т.е.
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Apr 28th at 4:52:12 PM
4:52
пак не знам
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Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
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Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
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Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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Today at 2:54:35 PM
2:54
и после да увелича размера на бачовете, за да имаме по малко blocking операции в ЕС, като реиндексира
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Channel
Aneliya Angelova
,
Nikolay Yankov
,
Steliyan Georgiev
TDlOIDMoreSlackEditJiminny ...i contusion-clinid# curiosity lab# engineeringii generall#jiminny-bg# olatform-tickets# product launches# randomt relenced# sofia-office# support# thank-yous#t the people of iimi.^? Direct messagesa Vasil VasileyAneliva Angelova. NikolavVankov Stelivan Georoiev3 Aneliva Aggel.8 Stovan Taney €n Stefka Stovanova( VodAneliva Angelova& James Grahame Lukas Kovalik v... 0#: Apps8 Toast© PavloadBuilder.ohp(C) Profile, ohoC) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol(C) @uervResults.nhn(C) SvncRatchRedicServM TraitsC. RaseClient nhn(e CachodCrm CorvicaNaec00 Crm AativitvDrovidorintoHistoryWindowHeldDescribe what you are looking forMoreимиджаlukas Kovalk 4.62pM• ое ше питам Rec мерсиVasil Vasilev X 5:00 PMVasil VasilevX 2:52 PMуеіюли маля те елно ско тука.httns-//aithub.com/fiminnv/ann/null/12059опитвам се ла оптимизирам процеса по.инлексипане на активитита за Е0илеята е ла намаля паметта която сеползва за ла се генерира елин бач от 100за ла имаме по малко blockine операциив Ее като пеинлексипаMessage Vasil Vasilev Be back soon. Late….RemotesntitvLookuniinterface)VenifvTaskExistsIntenface95use ResolveComnanvNameRvEmailTraituse SvncCrmEntitiesTnait:use WniteCrmTnait.uco Annontuni+vSvneTnai+.private const string LOG DATE FORMPlatform Sprint 3 Q2 - Platform Te-7 Service-Desk - Queues - Platforng Jy 20807 check various issues witA Feed - liminny - SentrAIy-20918 move ack liminny renortu Userpilot | Ask Jiminny Report Ger@ Jy-20773 fix user pilot tracking of* Problem loading page9 liminnv#1 Now TofAl Features | Datadog6) Pinelines - fiminnvlann+ New Tat!08Setting:Issues / Re APP-1EEDID: e72ac6cc12 hours ago JSON• SevenShores Hubspot Exceptions BadRequestv GuzZleHtto Exception ClientExceptionClient error:POST https://api.hubapi.com/crm/v3/objects/contact/search @* resulted in a429 Too Many Requests* response:{"status":"error", "message":"You have reached your secondly limit.", "errorType":"RATE_LIMIT", "correlationId":"019e04ea-a (truncated...)aenericCrashed in non-app:/vendor/guzzlehttp/guzzle/src/Exception/RequestException.php:111 in GuzzleHttp\Exception\RequestException::create/aon/Services/Crm/Hubsnot/Padination/HubsootPadinationService.nho:162_in_JiminnvlServices|Crm|Hubsoot\ Pagination\HubsnotPadinationServicexexecuteSearchReauest/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php:51 in Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService::getPaginatedDataGeneratorlapo/Services/Crm//Hubspot/Client.oho:94 in Jiminny Services Crm Hubspot Client«aetPacinatedDatal/app/Services/Crm/Hubspot/Service.php:1212 in Jiminny|Services\Crm\Hubspot\Service::Jiminny\Services\Crm\Hubspot\(closure)Called from: /vendor/laravel/framework/src/llluminate/Cache/Renositorv.nhn:564inllluminate|Cache\Renositorv.rememberlann/Services/Crm/Hubsnot /Service nhn-1206 in Jiminnv|Services|Crm|Hubsnot|Service«matchRvName/app/Services/Crm/CachedCrmServiceDecorator.php:167 in Jiminny|Services\Crm\CachedCrmServiceDecorator::matchByName/app/Services/Crm/CrmActivityService.php:139 in Jiminny\Services\Crm\CrmActivityService:.updateParticipantsCrmData/app/Services/Crm//CrmActivityService.oho:81 in JiminnyServices Crm_CrmActivityService:updateCrmDatalapo/Jobs/Crm/MatchActivitvCrmData.oho:107inJiminnv|Jobs|Crm.MatchActivitvCrmData:Jiminnv|Jobs\Crm\closurelCalled from:/vendor/laravel/framework/src/llluminate/Database/Concerns/ManaaesTransactions.oho:35 in llluminate\ Database Connection:transactionlapo/Jobs/Crm/MatchActivitvCrmData.ohn:87inJiminnv|Jobs\Crm|MatchActivitvCrmData«handleCalled from: /vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php:36 in Illuminate\Container\BoundMethod:IIluminate\Container\(closure)Called from:/vendor/laravel/framework/src/llluminate/Queue/Worker.ohp:435 in Illuminate Queue Worker-runJobv Trace Preview0e Error - Leaque\Flvsystem\Filesystem:has0: Argument #1 (Slocation) must be of type string, null aiven, called in /home/liminnvie Frror - Leaque\ Flvsvstem\ Filesvstem«hach- Araument #1 (Slocation) must be of tvne strina. null aiven called in /home /iiminnvSO WaStack TraceShow 11 more framesIn AppIn AppIn AnnShow 2 more framesIn AppIn Aopin AnnIn AppIn AopIn AopShow 14 more framesIn AppShow 17 more framesView Full Trace100% CFri 8 May 15:29:27A Ask Seer9eAdd a comment8 Assianedby Lukas Kovalik to themselves.2 months agoMarked as Ongoing6 months aadautomatically by SentryFirst Seer6 months agoMarked as hich priorityy PeonleLK participatingSSIK MPIN viewedCimilar IecnodViowMeraed Issues...
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Jy 20820 es reindex stream model hydration by Vasi Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app — Work...
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Unnamed Group
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20820 es reindex stream model hydration by Vasi</tabTitle>” with “<selection>@@ -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
This selection contains unit tests for the
LoadDocumentsAction
class, specifically focusing on the
loadDocuments
method. The tests verify how the system hydrates search engine document models from database entities, handling updates, deletions, and exceptions.
Core Functionality Tested
Core Functionality Tested
The tests use a mocked
EntityQueryBuilder
and anonymous
Searchable
classes to simulate different hydration scenarios:
Document Updates:
Verifies that active entities are correctly transformed into
Document...
|
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'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \\RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \\ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.","depth":21,"bounds":{"left":0.36053857,"top":0.19313647,"width":0.051861703,"height":0.09577015},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"bounds":{"left":0.30302528,"top":0.19393456,"width":0.019946808,"height":0.016360734},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I’m on page “<tabTitle>Jy 20820 es reindex stream model hydration by Vasi</tabTitle>” with “<selection>@@ -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \\RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \\ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected.","depth":23,"bounds":{"left":0.36053857,"top":0.19473264,"width":0.051861703,"height":0.80526733},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.","depth":23,"bounds":{"left":0.36053857,"top":0.30965683,"width":0.05119681,"height":0.188747},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"bounds":{"left":0.41240028,"top":0.19313647,"width":0.013297873,"height":0.031923383},"on_screen":true,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"bounds":{"left":0.41771942,"top":0.32083002,"width":0.013297873,"height":0.031923383},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXHeading","text":"Gemini said","depth":20,"bounds":{"left":0.30834442,"top":0.3519553,"width":0.0003324468,"height":0.0007980846},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"bounds":{"left":0.30834442,"top":0.35395053,"width":0.04105718,"height":0.01915403},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This selection contains unit tests for the","depth":24,"bounds":{"left":0.31133643,"top":0.35514766,"width":0.09773936,"height":0.016360734},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"LoadDocumentsAction","depth":25,"bounds":{"left":0.31333113,"top":0.37709498,"width":0.053025264,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"class, specifically focusing on the","depth":24,"bounds":{"left":0.31133643,"top":0.37589785,"width":0.10172872,"height":0.037110932},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"loadDocuments","depth":25,"bounds":{"left":0.3522274,"top":0.39784518,"width":0.036402926,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"method. The tests verify how the system hydrates search engine document models from database entities, handling updates, deletions, and exceptions.","depth":24,"bounds":{"left":0.31133643,"top":0.39664805,"width":0.1122008,"height":0.09936153},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Core Functionality Tested","depth":23,"bounds":{"left":0.31133643,"top":0.5203512,"width":0.11702128,"height":0.01915403},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Core Functionality Tested","depth":24,"bounds":{"left":0.31133643,"top":0.5219473,"width":0.06648936,"height":0.016360734},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The tests use a mocked","depth":24,"bounds":{"left":0.31133643,"top":0.5482841,"width":0.05867686,"height":0.016360734},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"EntityQueryBuilder","depth":25,"bounds":{"left":0.37200797,"top":0.5494813,"width":0.050199468,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"and anonymous","depth":24,"bounds":{"left":0.31133643,"top":0.5482841,"width":0.1143617,"height":0.037110932},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Searchable","depth":25,"bounds":{"left":0.35305852,"top":0.57023144,"width":0.027925532,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"classes to simulate different hydration scenarios:","depth":24,"bounds":{"left":0.31133643,"top":0.56903434,"width":0.09840426,"height":0.037110932},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document Updates:","depth":26,"bounds":{"left":0.32396942,"top":0.61931366,"width":0.05119681,"height":0.016360734},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Verifies that active entities are correctly transformed into","depth":26,"bounds":{"left":0.32396942,"top":0.61931366,"width":0.0987367,"height":0.037110932},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Document","depth":27,"bounds":{"left":0.3259641,"top":0.66201115,"width":0.022273935,"height":0.014764565},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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4828036033998736328
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5712363466437366662
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visual_change
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accessibility
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NULL
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Unnamed Group
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20820 es reindex stream model hydration by Vasi</tabTitle>” with “<selection>@@ -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Listen
Gemini said
Gemini said
This selection contains unit tests for the
LoadDocumentsAction
class, specifically focusing on the
loadDocuments
method. The tests verify how the system hydrates search engine document models from database entities, handling updates, deletions, and exceptions.
Core Functionality Tested
Core Functionality Tested
The tests use a mocked
EntityQueryBuilder
and anonymous
Searchable
classes to simulate different hydration scenarios:
Document Updates:
Verifies that active entities are correctly transformed into
Document...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778244550126_m2.jpg...
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Claude
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Claude
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
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Claude responded: Current HubSpot limits (Apr 2026)
Claude responded: Current HubSpot limits (Apr 2026)
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Current HubSpot limits (Apr 2026)
Current HubSpot limits (Apr 2026)
For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on
, plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account
. The burst window is per app; the daily quota is per portal.
hubspot
hubspot
hubspot
hubspot
The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query
. That's the limit the 429 in your example is hitting (
secondly limit
on
/crm/v3/objects/contact/search
). It's a separate bucket from the 190/10s, and critically, search responses do not include the
X-HubSpot-RateLimit-*
headers
— you can't read remaining capacity off the response, you have to track it yourself.
hubspot
hubspot
hubspot
hubspot
Non-search endpoints return
X-HubSpot-RateLimit-Remaining
,
-Max
, and
-Interval-Milliseconds
. The daily headers are not returned for OAuth-authenticated calls
, so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests
— that's enforced for marketplace listing, but it's also a sane operational target.
hubspot
hubspot
hubspot
hubspot
So you have
four buckets
to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).
Where to store it
Where to store it
Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic
INCR
/
EXPIRE
plus Lua scripting for true CAS semantics.
Key layout I'd use:
Copy to clipboard
hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)
hubspot:rl:search:{portalId} ZSET (sliding 1s)
hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ
hubspot:rl:meta:{portalId} HASH (last seen headers)
The two short-window buckets are sliding-window-log (Redis ZSET, score =
microtime
, member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.
The daily bucket is a plain
INCR
with TTL set to seconds-until-midnight in
HubSpot's account timezone
, not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.
How to read it
How to read it
Two-phase: optimistic pre-check, authoritative post-update.
Before a call, run the Lua acquire script. If it returns "denied," sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.
After the call, parse
X-HubSpot-RateLimit-Remaining
/
-Max...
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Don't busy-loop.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"After the call, parse","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-Remaining","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Max","depth":27,"on_screen":false,"role_description":"text"}]...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
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Claude responded: Current HubSpot limits (Apr 2026)
Claude responded: Current HubSpot limits (Apr 2026)
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Current HubSpot limits (Apr 2026)
Current HubSpot limits (Apr 2026)
For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on
, plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account
. The burst window is per app; the daily quota is per portal.
hubspot
hubspot
hubspot
hubspot
The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query
. That's the limit the 429 in your example is hitting (
secondly limit
on
/crm/v3/objects/contact/search
). It's a separate bucket from the 190/10s, and critically, search responses do not include the
X-HubSpot-RateLimit-*
headers
— you can't read remaining capacity off the response, you have to track it yourself.
hubspot
hubspot
hubspot
hubspot
Non-search endpoints return
X-HubSpot-RateLimit-Remaining
,
-Max
, and
-Interval-Milliseconds
. The daily headers are not returned for OAuth-authenticated calls
, so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests
— that's enforced for marketplace listing, but it's also a sane operational target.
hubspot
hubspot
hubspot
hubspot
So you have
four buckets
to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).
Where to store it
Where to store it
Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic
INCR
/
EXPIRE
plus Lua scripting for true CAS semantics.
Key layout I'd use:
Copy to clipboard
hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)
hubspot:rl:search:{portalId} ZSET (sliding 1s)
hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ
hubspot:rl:meta:{portalId} HASH (last seen headers)
The two short-window buckets are sliding-window-log (Redis ZSET, score =
microtime
, member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.
The daily bucket is a plain
INCR
with TTL set to seconds-until-midnight in
HubSpot's account timezone
, not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.
How to read it
How to read it
Two-phase: optimistic pre-check, authoritative post-update.
Before a call, run the Lua acquire script. If it returns "denied," sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.
After the call, parse
X-HubSpot-RateLimit-Remaining
/
-Max...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
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Example of such a error Client error:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST https://api.hubapi.com/crm/v3/objects/contact/search","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"resulted in a","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"429 Too Many Requests","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"response: {\"status\":\"error\",\"message\":\"You have reached your secondly limit.\",\"errorType\":\"RATE_LIMIT\",\"correlationId\":\"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"10:42","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
Show more
10:42
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SlackFileEditViewGoHistoryWindowHelp‹ $0lahlLAAPP (-zsh)883DOCKERC X1DEV (docker)882APP (-zsh)-zshPHPruntime:8.3.30Running analysis on 7 cores with 10 files per process.Parallel runner is an experimental feature and may be unstable, use it at your own risk. Feedback highly appreciated!Loadedconfig default from"-php-cs-fixer.dist.php"5663/5663100%• 84screenpipe*Fixed 0 of 5663 files in 42.875 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (master) $ git pullremote: Enumerating objects: 15,done.remote: Counting objects: 100% (15/15), done.remote: Compressing objects: 100% (2/2), done.remote: Total 15 (delta 13), reused 15 (delta 13), pack-reused 0 (from 0)Unpacking objects: 100% (15/15), 1.28 KiB | 72.00 KiB/s, done.From github.com:jiminny/appc57e71e763..8743fea32e* [new branch]Already up to date.lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $JY-20606-desktop-app-recall-> origin/JY-20606-desktop-app-recallJY-20819-increase-download-transctip-rate-limit -> origin/JY-20819-increase-download-transctip-rate-limit•$5100% C8Fri 8 May 15:49:17T₴1|-zsh₴6APP...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
Show more
10:42
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Claude responded: Current HubSpot limits (Apr 2026)
Claude responded: Current HubSpot limits (Apr 2026)
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Current HubSpot limits (Apr 2026)
Current HubSpot limits (Apr 2026)
For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on
, plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account
. The burst window is per app; the daily quota is per portal.
hubspot
hubspot
hubspot
hubspot
The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query
. That's the limit the 429 in your example is hitting (
secondly limit
on
/crm/v3/objects/contact/search
). It's a separate bucket from the 190/10s, and critically, search responses do not include the
X-HubSpot-RateLimit-*
headers
— you can't read remaining capacity off the response, you have to track it yourself.
hubspot
hubspot
hubspot
hubspot
Non-search endpoints return
X-HubSpot-RateLimit-Remaining
,
-Max
, and
-Interval-Milliseconds
. The daily headers are not returned for OAuth-authenticated calls
, so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests
— that's enforced for marketplace listing, but it's also a sane operational target.
hubspot
hubspot
hubspot
hubspot
So you have
four buckets
to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).
Where to store it
Where to store it
Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic
INCR
/
EXPIRE
plus Lua scripting for true CAS semantics.
Key layout I'd use:
Copy to clipboard
hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)
hubspot:rl:search:{portalId} ZSET (sliding 1s)
hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ
hubspot:rl:meta:{portalId} HASH (last seen headers)
The two short-window buckets are sliding-window-log (Redis ZSET, score =
microtime
, member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.
The daily bucket is a plain
INCR
with TTL set to seconds-until-midnight in
HubSpot's account timezone
, not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.
How to read it
How to read it
Two-phase: optimistic pre-check, authoritative post-update.
Before a call, run the Lua acquire script. If it returns "denied," sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.
After the call, parse
X-HubSpot-RateLimit-Remaining
/
-Max
/
-Interval-Milliseconds
and store them in
hubspot:rl:meta:{portalId}
. This is your reality check — if your local counter says 50 remaining but HubSpot's header says 5, you trust HubSpot and clamp your counter. This handles clock drift, missed accounting (e.g., crashed worker that took a token but never made the request), and other apps in the same account consuming the daily budget invisibly.
For search specifically, since headers don't come back, the local counter
is
the source of truth — meaning if you ever crash mid-flight, you've under-counted. Always release tokens on connection-level failure but
not
on 429 (you really did make that request).
How to work with multiple jobs
How to work with multiple jobs
The queue layer needs to enforce concurrency separately from the rate limiter. Both work together:
Concurrency cap
via
Queue::throttle()
or a Redis semaphore — limits how many sync workers run in parallel against HubSpot. Without this, you can have 50 workers all blocked waiting for tokens, which is wasteful and creates retry storms.
Per-tenant fairness
— if you sync many Jiminny customers into different HubSpot portals, each portal has its own bucket but you still want one slow portal not to starve others. Either separate queues per portal or a fair-share scheduler.
Priority lanes
— webhook-driven updates (user-visible latency) should outrank background batch syncs. Two queues:
hubspot-priority
and
hubspot-bulk
, with priority workers taking 70% of the burst budget and bulk taking 30% (enforce via separate sub-buckets if you really want hard separation, otherwise just pull from priority first).
Backoff on 429
— respect the
Retry-After
header. If absent, exponential with jitter (e.g.,
min(2^attempt * 250ms, 30s) ± 20%
). The jitter is non-negotiable; without it, simultaneous 429s retry in lockstep and you get thundering-herd 429s on retry.
How to work with paginated requests
How to work with paginated requests
The trap is treating "fetch all" as one logical operation. Each page is its own API call and competes for tokens with everything else.
Two practical rules:
Don't hold the worker idle while paginating.
If page N takes 500ms and page N+1 needs to wait 800ms for a token, you've burned 800ms of worker time doing nothing. Instead, fetch page N, dispatch the
processing
of page N as a separate job, and queue a "fetch page N+1" job with a delay equal to the wait time. Each page becomes its own atomic unit.
Always batch where HubSpot offers it.
POST /crm/v3/objects/{type}/batch/{read|update|create}
accepts up to 100 IDs per call. For your "patching IDs" flow this is the difference between 600 calls and 6.
Walkthrough: 600 opportunities
Walkthrough: 600 opportunities
Naive flow (one PATCH per deal): 600 calls. At 190/10s that's ~32s of API time, well under daily. You'd hit burst easily without throttling. Plus likely 1-3 search calls upfront and N association calls.
Sane flow:
Identify deltas
— if you can avoid Search at all, do. Use
lastmodifieddate
filter on a single search if you must, paginate at limit=200. For 600 deals that's 3 search calls @ 5/s = ~600ms naturally throttled....
|
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sidebar","depth":21,"bounds":{"left":0.47340426,"top":0.026336791,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Share chat","depth":21,"bounds":{"left":0.48537233,"top":0.026336791,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Claude finished the response","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"You said: So just a solution for rate limit implementation.","depth":20,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"You said: So just a solution for rate limit implementation.","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"updating activity (engagement, meeting, call, note)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"searching for a company or contact","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"updating deal","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"patching IDs\nReview what the limit is at the moment in the HubSpot documentation and then think of the solution:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"where to store it","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"how to read it","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"how to work with multiple jobs","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines","depth":25,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"). Example of such a error Client error:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST https://api.hubapi.com/crm/v3/objects/contact/search","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"resulted in a","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"429 Too Many Requests","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"response: {\"status\":\"error\",\"message\":\"You have reached your secondly limit.\",\"errorType\":\"RATE_LIMIT\",\"correlationId\":\"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"10:42","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Current HubSpot limits (Apr 2026)","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Current HubSpot limits (Apr 2026)","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Current HubSpot limits (Apr 2026)","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Current HubSpot limits (Apr 2026)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". The burst window is per app; the daily quota is per portal.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". That's the limit the 429 in your example is hitting (","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"secondly limit","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/crm/v3/objects/contact/search","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"). It's a separate bucket from the 190/10s, and critically, search responses do not include the","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-*","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"headers","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— you can't read remaining capacity off the response, you have to track it yourself.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Non-search endpoints return","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-Remaining","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Max","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", and","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Interval-Milliseconds","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". The daily headers are not returned for OAuth-authenticated calls","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— that's enforced for marketplace listing, but it's also a sane operational target.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"So you have","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"four buckets","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Where to store it","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Where to store it","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"INCR","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"EXPIRE","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"plus Lua scripting for true CAS semantics.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Key layout I'd use:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:search:{portalId} ZSET (sliding 1s)","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:meta:{portalId} HASH (last seen headers)","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The two short-window buckets are sliding-window-log (Redis ZSET, score =","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"microtime","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The daily bucket is a plain","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"INCR","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with TTL set to seconds-until-midnight in","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"HubSpot's account timezone","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"How to read it","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"How to read it","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two-phase: optimistic pre-check, authoritative post-update.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Before a call, run the Lua acquire script. If it returns \"denied,\" sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"After the call, parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-Remaining","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Max","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Interval-Milliseconds","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and store them in","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:meta:{portalId}","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". This is your reality check — if your local counter says 50 remaining but HubSpot's header says 5, you trust HubSpot and clamp your counter. This handles clock drift, missed accounting (e.g., crashed worker that took a token but never made the request), and other apps in the same account consuming the daily budget invisibly.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"For search specifically, since headers don't come back, the local counter","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"the source of truth — meaning if you ever crash mid-flight, you've under-counted. Always release tokens on connection-level failure but","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"not","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on 429 (you really did make that request).","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"How to work with multiple jobs","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"How to work with multiple jobs","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The queue layer needs to enforce concurrency separately from the rate limiter. Both work together:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Concurrency cap","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"via","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Queue::throttle()","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"or a Redis semaphore — limits how many sync workers run in parallel against HubSpot. Without this, you can have 50 workers all blocked waiting for tokens, which is wasteful and creates retry storms.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Per-tenant fairness","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— if you sync many Jiminny customers into different HubSpot portals, each portal has its own bucket but you still want one slow portal not to starve others. Either separate queues per portal or a fair-share scheduler.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Priority lanes","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— webhook-driven updates (user-visible latency) should outrank background batch syncs. Two queues:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot-priority","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot-bulk","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", with priority workers taking 70% of the burst budget and bulk taking 30% (enforce via separate sub-buckets if you really want hard separation, otherwise just pull from priority first).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Backoff on 429","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— respect the","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Retry-After","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"header. If absent, exponential with jitter (e.g.,","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"min(2^attempt * 250ms, 30s) ± 20%","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"). The jitter is non-negotiable; without it, simultaneous 429s retry in lockstep and you get thundering-herd 429s on retry.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"How to work with paginated requests","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"How to work with paginated requests","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The trap is treating \"fetch all\" as one logical operation. Each page is its own API call and competes for tokens with everything else.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two practical rules:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Don't hold the worker idle while paginating.","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"If page N takes 500ms and page N+1 needs to wait 800ms for a token, you've burned 800ms of worker time doing nothing. Instead, fetch page N, dispatch the","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"processing","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"of page N as a separate job, and queue a \"fetch page N+1\" job with a delay equal to the wait time. Each page becomes its own atomic unit.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Always batch where HubSpot offers it.","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST /crm/v3/objects/{type}/batch/{read|update|create}","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"accepts up to 100 IDs per call. For your \"patching IDs\" flow this is the difference between 600 calls and 6.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Walkthrough: 600 opportunities","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Walkthrough: 600 opportunities","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Naive flow (one PATCH per deal): 600 calls. At 190/10s that's ~32s of API time, well under daily. You'd hit burst easily without throttling. Plus likely 1-3 search calls upfront and N association calls.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Sane flow:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Identify deltas","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— if you can avoid Search at all, do. Use","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lastmodifieddate","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"filter on a single search if you must, paginate at limit=200. For 600 deals that's 3 search calls @ 5/s = ~600ms naturally throttled.","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
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Claude responded: Current HubSpot limits (Apr 2026)
Claude responded: Current HubSpot limits (Apr 2026)
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Current HubSpot limits (Apr 2026)
Current HubSpot limits (Apr 2026)
For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on
, plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account
. The burst window is per app; the daily quota is per portal.
hubspot
hubspot
hubspot
hubspot
The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query
. That's the limit the 429 in your example is hitting (
secondly limit
on
/crm/v3/objects/contact/search
). It's a separate bucket from the 190/10s, and critically, search responses do not include the
X-HubSpot-RateLimit-*
headers
— you can't read remaining capacity off the response, you have to track it yourself.
hubspot
hubspot
hubspot
hubspot
Non-search endpoints return
X-HubSpot-RateLimit-Remaining
,
-Max
, and
-Interval-Milliseconds
. The daily headers are not returned for OAuth-authenticated calls
, so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests
— that's enforced for marketplace listing, but it's also a sane operational target.
hubspot
hubspot
hubspot
hubspot
So you have
four buckets
to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).
Where to store it
Where to store it
Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic
INCR
/
EXPIRE
plus Lua scripting for true CAS semantics.
Key layout I'd use:
Copy to clipboard
hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)
hubspot:rl:search:{portalId} ZSET (sliding 1s)
hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ
hubspot:rl:meta:{portalId} HASH (last seen headers)
The two short-window buckets are sliding-window-log (Redis ZSET, score =
microtime
, member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.
The daily bucket is a plain
INCR
with TTL set to seconds-until-midnight in
HubSpot's account timezone
, not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.
How to read it
How to read it
Two-phase: optimistic pre-check, authoritative post-update.
Before a call, run the Lua acquire script. If it returns "denied," sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.
After the call, parse
X-HubSpot-RateLimit-Remaining
/
-Max
/
-Interval-Milliseconds
and store them in
hubspot:rl:meta:{portalId}
. This is your reality check — if your local counter says 50 remaining but HubSpot's header says 5, you trust HubSpot and clamp your counter. This handles clock drift, missed accounting (e.g., crashed worker that took a token but never made the request), and other apps in the same account consuming the daily budget invisibly.
For search specifically, since headers don't come back, the local counter
is
the source of truth — meaning if you ever crash mid-flight, you've under-counted. Always release tokens on connection-level failure but
not
on 429 (you really did make that request).
How to work with multiple jobs
How to work with multiple jobs
The queue layer needs to enforce concurrency separately from the rate limiter. Both work together:
Concurrency cap
via
Queue::throttle()
or a Redis semaphore — limits how many sync workers run in parallel against HubSpot. Without this, you can have 50 workers all blocked waiting for tokens, which is wasteful and creates retry storms.
Per-tenant fairness
— if you sync many Jiminny customers into different HubSpot portals, each portal has its own bucket but you still want one slow portal not to starve others. Either separate queues per portal or a fair-share scheduler.
Priority lanes
— webhook-driven updates (user-visible latency) should outrank background batch syncs. Two queues:
hubspot-priority
and
hubspot-bulk
, with priority workers taking 70% of the burst budget and bulk taking 30% (enforce via separate sub-buckets if you really want hard separation, otherwise just pull from priority first).
Backoff on 429
— respect the
Retry-After
header. If absent, exponential with jitter (e.g.,
min(2^attempt * 250ms, 30s) ± 20%
). The jitter is non-negotiable; without it, simultaneous 429s retry in lockstep and you get thundering-herd 429s on retry.
How to work with paginated requests
How to work with paginated requests
The trap is treating "fetch all" as one logical operation. Each page is its own API call and competes for tokens with everything else.
Two practical rules:
Don't hold the worker idle while paginating.
If page N takes 500ms and page N+1 needs to wait 800ms for a token, you've burned 800ms of worker time doing nothing. Instead, fetch page N, dispatch the
processing
of page N as a separate job, and queue a "fetch page N+1" job with a delay equal to the wait time. Each page becomes its own atomic unit.
Always batch where HubSpot offers it.
POST /crm/v3/objects/{type}/batch/{read|update|create}
accepts up to 100 IDs per call. For your "patching IDs" flow this is the difference between 600 calls and 6.
Walkthrough: 600 opportunities
Walkthrough: 600 opportunities
Naive flow (one PATCH per deal): 600 calls. At 190/10s that's ~32s of API time, well under daily. You'd hit burst easily without throttling. Plus likely 1-3 search calls upfront and N association calls.
Sane flow:
Identify deltas
— if you can avoid Search at all, do. Use
lastmodifieddate
filter on a single search if you must, paginate at limit=200. For 600 deals that's 3 search calls @ 5/s = ~600ms naturally throttled....
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778244560669_m2.jpg...
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Claude
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
Show more
10:42
Retry
Edit
Copy
Claude responded: Current HubSpot limits (Apr 2026)
Claude responded: Current HubSpot limits (Apr 2026)
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Current HubSpot limits (Apr 2026)
Current HubSpot limits (Apr 2026)
For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on
, plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account
. The burst window is per app; the daily quota is per portal.
hubspot
hubspot
hubspot
hubspot
The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query
. That's the limit the 429 in your example is hitting (
secondly limit
on
/crm/v3/objects/contact/search
). It's a separate bucket from the 190/10s, and critically, search responses do not include the
X-HubSpot-RateLimit-*
headers
— you can't read remaining capacity off the response, you have to track it yourself.
hubspot
hubspot
hubspot
hubspot
Non-search endpoints return
X-HubSpot-RateLimit-Remaining
,
-Max
, and
-Interval-Milliseconds
. The daily headers are not returned for OAuth-authenticated calls
, so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests
— that's enforced for marketplace listing, but it's also a sane operational target.
hubspot
hubspot
hubspot
hubspot
So you have
four buckets
to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).
Where to store it
Where to store it
Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic
INCR
/
EXPIRE
plus Lua scripting for true CAS semantics.
Key layout I'd use:
Copy to clipboard
hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)
hubspot:rl:search:{portalId} ZSET (sliding 1s)
hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ
hubspot:rl:meta:{portalId} HASH (last seen headers)
The two short-window buckets are sliding-window-log (Redis ZSET, score =
microtime
, member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.
The daily bucket is a plain
INCR
with TTL set to seconds-until-midnight in
HubSpot's account timezone
, not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.
How to read it
How to read it
Two-phase: optimistic pre-check, authoritative post-update.
Before a call, run the Lua acquire script. If it returns "denied," sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.
After the call, parse
X-HubSpot-RateLimit-Remaining
/
-Max
/
-Interval-Milliseconds
and store them in
hubspot:rl:meta:{portalId}
. This is your reality check — if your local counter says 50 remaining but HubSpot's header says 5, you trust HubSpot and clamp your counter. This handles clock drift, missed accounting (e.g., crashed worker that took a token but never made the request), and other apps in the same account consuming the daily budget invisibly.
For search specifically, since headers don't come back, the local counter
is
the source of truth — meaning if you ever crash mid-flight, you've under-counted. Always release tokens on connection-level failure but
not
on 429 (you really did make that request).
How to work with multiple jobs
How to work with multiple jobs
The queue layer needs to enforce concurrency separately from the rate limiter. Both work together:
Concurrency cap
via
Queue::throttle()
or a Redis semaphore — limits how many sync workers run in parallel against HubSpot. Without this, you can have 50 workers all blocked waiting for tokens, which is wasteful and creates retry storms.
Per-tenant fairness
— if you sync many Jiminny customers into different HubSpot portals, each portal has its own bucket but you still want one slow portal not to starve others. Either separate queues per portal or a fair-share scheduler.
Priority lanes
— webhook-driven updates (user-visible latency) should outrank background batch syncs. Two queues:
hubspot-priority
and
hubspot-bulk
, with priority workers taking 70% of the burst budget and bulk taking 30% (enforce via separate sub-buckets if you really want hard separation, otherwise just pull from priority first).
Backoff on 429
— respect the
Retry-After
header. If absent, exponential with jitter (e.g.,
min(2^attempt * 250ms, 30s) ± 20%
). The jitter is non-negotiable; without it, simultaneous 429s retry in lockstep and you get thundering-herd 429s on retry.
How to work with paginated requests
How to work with paginated requests
The trap is treating "fetch all" as one logical operation. Each page is its own API call and competes for tokens with everything else.
Two practical rules:
Don't hold the worker idle while paginating.
If page N takes 500ms and page N+1 needs to wait 800ms for a token, you've burned 800ms of worker time doing nothing. Instead, fetch page N, dispatch the
processing
of page N as a separate job, and queue a "fetch page N+1" job with a delay equal to the wait time. Each page becomes its own atomic unit.
Always batch where HubSpot offers it.
POST /crm/v3/objects/{type}/batch/{read|update|create}
accepts up to 100 IDs per call. For your "patching IDs" flow this is the difference between 600 calls and 6.
Walkthrough: 600 opportunities
Walkthrough: 600 opportunities
Naive flow (one PATCH per deal): 600 calls. At 190/10s that's ~32s of API time, well under daily. You'd hit burst easily without throttling. Plus likely 1-3 search calls upfront and N association calls.
Sane flow:
Identify deltas
— if you can avoid Search at all, do. Use
lastmodifieddate
filter on a single search if you must, paginate at limit=200. For 600 deals that's 3 search calls @ 5/s = ~600ms naturally throttled.
Batch read
current state —
POST /crm/v3/objects/deals/batch/read
with 100 IDs per call → 6 calls. Burst weight 6.
Compute diff
in your code (no API).
Batch update
—
POST /crm/v3/objects/deals/batch/update
with 100 per call → 6 calls.
Associations
—
POST /crm/v4/associations/{from}/{to}/batch/create
if needed → another few batch calls.
Total: ~15-20 API calls for 600 deals. Burst budget consumed: 20/190 over ~5s. Daily impact: trivial.
Recognition: pre-check denies if
<weight>
slots aren't free; on 429 the response surfaces
policyName
(DAILY/SECONDLY) — log it, push the job back with
Retry-After
delay, increment a metric so you can alarm on sustained 429 rate.
Pitfalls & bottlenecks worth pre-empting
Pitfalls & bottlenecks worth pre-empting
Daily quota is shared across the whole portal
, including any n8n flows, other private apps, marketing automation calling APIs, etc. Budget for ~70-80% of the documented limit, not 100%. Add an internal per-app daily cap so a runaway sync can't starve other apps.
Search is uniquely fragile
: separate 5/s bucket, no headers to read, 10k-result cap per query. If you ever hit 10k+ deals matching a filter, partition by
hs_object_id
ranges or by
lastmodifieddate
windows.
Retry storms after HubSpot incidents
— always jitter, always cap total retries (e.g., 5 attempts, then dead-letter).
Webhook → sync → webhook loops
— when your update fires a HubSpot webhook that triggers another sync. Tag your own writes (e.g., a custom property
jy_last_sync_id
) and ignore webhooks where it just changed.
Token refresh
— OAuth refresh itself counts against burst. Cache the access token in Redis with TTL =
expires_in - 60s
, single-flight the refresh (only one worker refreshes; others wait on a lock).
Search latency for fresh writes
— newly created/updated objects don't appear in search instantly. Don't write-then-search; use returned IDs directly.
Clock skew
— Redis is authoritative. Don't use
time()
from each worker for window scoring; use
redis.call('TIME')
inside the Lua script.
Dead workers with held tokens
— sliding-window-log handles this naturally because tokens expire by score; token-bucket implementations need explicit release-on-crash logic.
The 5% error rule
counts every 429 toward your error budget, even successfully retried ones. If your pre-check is working well, 429s should be near zero — if they're not, your pre-check is wrong, not just slow.
Phantom contention with Laravel
RateLimited
middleware
: it's per-job-class by default, not per-portal. If your
SyncDealJob
and
UpdateActivityJob
are different classes both calling HubSpot, they don't share a Laravel-level limiter — you need a single
HubspotRateLimiter
service that everything routes through.
If you want, I can sketch the Lua script for the sliding-window acquire and the Laravel service wrapper around it.
Copy
Give positive feedback
Give negative feedback
Retry
You said: What will happen if there are two different types of rate limits?
You said: What will happen if there are two different types of rate limits?
What will happen if there are two different types of rate limits?
Search requests that have 5 requests per second
The other rate limit that has, let's say, 100 requests per 10 seconds How do these work together? Is there some conflict? Can I reach the limit with one request and block either as well, or are these separated? Can I still continue making search requests once I hit the normal requests limits?
13:40
Retry
Edit
Copy
Claude responded: They're independent buckets — with one shared bucket on top.
Claude responded: They're independent buckets — with one shared bucket on top.
Analyzed independent rate limit buckets and their practical interactions
Analyzed independent rate limit buckets and their practical interactions
They're independent buckets — with one shared bucket on top.
The three buckets and what each call hits
The three buckets and what each call hits
Copy to clipboard
┌──────────────────┐
Search request ──→ │ Search: 5/sec │ ──┐
└──────────────────┘ │
├──→ ┌─────────────────┐
┌──────────────────┐ │ │ Daily: 250k–1M │
Non-search call ──→ │ Burst: 190/10s │ ──┘ │ (per portal) │
└──────────────────┘ └─────────────────┘
A search call is only metered against the search bucket and the daily bucket. A non-search call (batch read/update, single PATCH, associations, etc.) is only metered against the burst bucket and the daily bucket. The two short-window buckets do not share counters.
What this means practically
What this means practically
Hitting search secondly limit (5/s):
Only further
/search
calls 429. Your batch reads, batch updates, single PATCHes, association calls — all keep working at full burst speed. This is actually useful: if your sync is bottlenecked on Search, you can pivot to using
lastmodifieddate
filters via batch endpoints, or use the IDs you already have to do batch reads, while Search cools off.
Hitting burst limit (190/10s):
Only non-search calls 429. You can still issue Search calls at 5/s. Useful for: continuing to identify deltas for queueing while in-flight updates drain, or refreshing a small set of records via Search even though your write pipeline is paused.
Hitting daily limit:
Everything stops. Search and non-search alike. Doesn't unblock until midnight in your portal's configured timezone — and remember this is shared across every private app in the portal, plus n8n flows, marketing tools, anything else hitting the API with that account.
So can one type of request block the other?
So can one type of request block the other?
Search → Burst:
No.
Saturating Search at 50 calls per 10s leaves your full 190/10s burst untouched.
Burst → Search:
No.
Saturating burst leaves Search's 5/s untouched.
Either → Daily:
Yes
, but only by contributing to the same daily counter. It's volume that kills you here, not the type.
In theory you can sustain ~50 search + ~190 other =
~240 calls per 10 seconds
indefinitely (until daily runs out), because the two buckets bill independently.
Implementation consequence
Implementation consequence
Your rate limiter needs to know which bucket a request hits before it acquires. Cleanest pattern:
Copy to clipboard
php
$limiter
->
acquire
(
'search'
,
$weight
=
1
)
;
// for search endpoints only
$limiter
->
acquire
(
'burst'
,
$weight
=
1
)
;
// for everything else
$limiter
->
acquire
(
'daily'
,
$weight
=
1
)
;
// every call, both kinds
In Redis: three separate keys, three separate Lua acquire scripts (or one script with a bucket parameter). A search call calls
acquire('search')
+
acquire('daily')
. A batch update calls
acquire('burst')
+...
|
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Think carefully about the implementation and potential issue and bottlenecks.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"10:42","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Current HubSpot limits (Apr 2026)","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Current HubSpot limits (Apr 2026)","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Current HubSpot limits (Apr 2026)","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Current HubSpot limits (Apr 2026)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". The burst window is per app; the daily quota is per portal.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". That's the limit the 429 in your example is hitting (","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"secondly limit","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/crm/v3/objects/contact/search","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"). It's a separate bucket from the 190/10s, and critically, search responses do not include the","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-*","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"headers","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— you can't read remaining capacity off the response, you have to track it yourself.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Non-search endpoints return","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-Remaining","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Max","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", and","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Interval-Milliseconds","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". The daily headers are not returned for OAuth-authenticated calls","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— that's enforced for marketplace listing, but it's also a sane operational target.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"hubspot","depth":26,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"So you have","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"four buckets","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Where to store it","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Where to store it","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"INCR","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"EXPIRE","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"plus Lua scripting for true CAS semantics.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Key layout I'd use:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:search:{portalId} ZSET (sliding 1s)","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:meta:{portalId} HASH (last seen headers)","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The two short-window buckets are sliding-window-log (Redis ZSET, score =","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"microtime","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The daily bucket is a plain","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"INCR","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with TTL set to seconds-until-midnight in","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"HubSpot's account timezone","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"How to read it","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"How to read it","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two-phase: optimistic pre-check, authoritative post-update.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Before a call, run the Lua acquire script. If it returns \"denied,\" sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"After the call, parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"X-HubSpot-RateLimit-Remaining","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Max","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-Interval-Milliseconds","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and store them in","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot:rl:meta:{portalId}","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". This is your reality check — if your local counter says 50 remaining but HubSpot's header says 5, you trust HubSpot and clamp your counter. This handles clock drift, missed accounting (e.g., crashed worker that took a token but never made the request), and other apps in the same account consuming the daily budget invisibly.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"For search specifically, since headers don't come back, the local counter","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"the source of truth — meaning if you ever crash mid-flight, you've under-counted. Always release tokens on connection-level failure but","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"not","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on 429 (you really did make that request).","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"How to work with multiple jobs","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"How to work with multiple jobs","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The queue layer needs to enforce concurrency separately from the rate limiter. Both work together:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Concurrency cap","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"via","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Queue::throttle()","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"or a Redis semaphore — limits how many sync workers run in parallel against HubSpot. Without this, you can have 50 workers all blocked waiting for tokens, which is wasteful and creates retry storms.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Per-tenant fairness","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— if you sync many Jiminny customers into different HubSpot portals, each portal has its own bucket but you still want one slow portal not to starve others. Either separate queues per portal or a fair-share scheduler.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Priority lanes","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— webhook-driven updates (user-visible latency) should outrank background batch syncs. Two queues:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot-priority","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hubspot-bulk","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", with priority workers taking 70% of the burst budget and bulk taking 30% (enforce via separate sub-buckets if you really want hard separation, otherwise just pull from priority first).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Backoff on 429","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— respect the","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Retry-After","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"header. If absent, exponential with jitter (e.g.,","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"min(2^attempt * 250ms, 30s) ± 20%","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"). The jitter is non-negotiable; without it, simultaneous 429s retry in lockstep and you get thundering-herd 429s on retry.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"How to work with paginated requests","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"How to work with paginated requests","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The trap is treating \"fetch all\" as one logical operation. Each page is its own API call and competes for tokens with everything else.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two practical rules:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Don't hold the worker idle while paginating.","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"If page N takes 500ms and page N+1 needs to wait 800ms for a token, you've burned 800ms of worker time doing nothing. Instead, fetch page N, dispatch the","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"processing","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"of page N as a separate job, and queue a \"fetch page N+1\" job with a delay equal to the wait time. Each page becomes its own atomic unit.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Always batch where HubSpot offers it.","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST /crm/v3/objects/{type}/batch/{read|update|create}","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"accepts up to 100 IDs per call. For your \"patching IDs\" flow this is the difference between 600 calls and 6.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Walkthrough: 600 opportunities","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Walkthrough: 600 opportunities","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Naive flow (one PATCH per deal): 600 calls. At 190/10s that's ~32s of API time, well under daily. You'd hit burst easily without throttling. Plus likely 1-3 search calls upfront and N association calls.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Sane flow:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Identify deltas","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— if you can avoid Search at all, do. Use","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lastmodifieddate","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"filter on a single search if you must, paginate at limit=200. For 600 deals that's 3 search calls @ 5/s = ~600ms naturally throttled.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Batch read","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"current state —","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST /crm/v3/objects/deals/batch/read","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with 100 IDs per call → 6 calls. Burst weight 6.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Compute diff","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"in your code (no API).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Batch update","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"—","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST /crm/v3/objects/deals/batch/update","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with 100 per call → 6 calls.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Associations","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"—","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"POST /crm/v4/associations/{from}/{to}/batch/create","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"if needed → another few batch calls.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Total: ~15-20 API calls for 600 deals. Burst budget consumed: 20/190 over ~5s. Daily impact: trivial.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Recognition: pre-check denies if","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<weight>","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"slots aren't free; on 429 the response surfaces","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"policyName","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(DAILY/SECONDLY) — log it, push the job back with","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Retry-After","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"delay, increment a metric so you can alarm on sustained 429 rate.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Pitfalls & bottlenecks worth pre-empting","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Pitfalls & bottlenecks worth pre-empting","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Daily quota is shared across the whole portal","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", including any n8n flows, other private apps, marketing automation calling APIs, etc. Budget for ~70-80% of the documented limit, not 100%. Add an internal per-app daily cap so a runaway sync can't starve other apps.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Search is uniquely fragile","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":": separate 5/s bucket, no headers to read, 10k-result cap per query. If you ever hit 10k+ deals matching a filter, partition by","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hs_object_id","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ranges or by","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lastmodifieddate","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"windows.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Retry storms after HubSpot incidents","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— always jitter, always cap total retries (e.g., 5 attempts, then dead-letter).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Webhook → sync → webhook loops","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— when your update fires a HubSpot webhook that triggers another sync. Tag your own writes (e.g., a custom property","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"jy_last_sync_id","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":") and ignore webhooks where it just changed.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Token refresh","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— OAuth refresh itself counts against burst. Cache the access token in Redis with TTL =","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"expires_in - 60s","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", single-flight the refresh (only one worker refreshes; others wait on a lock).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Search latency for fresh writes","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— newly created/updated objects don't appear in search instantly. Don't write-then-search; use returned IDs directly.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Clock skew","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— Redis is authoritative. Don't use","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"time()","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"from each worker for window scoring; use","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"redis.call('TIME')","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"inside the Lua script.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Dead workers with held tokens","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— sliding-window-log handles this naturally because tokens expire by score; token-bucket implementations need explicit release-on-crash logic.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The 5% error rule","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"counts every 429 toward your error budget, even successfully retried ones. If your pre-check is working well, 429s should be near zero — if they're not, your pre-check is wrong, not just slow.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Phantom contention with Laravel","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"RateLimited","depth":28,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"middleware","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":": it's per-job-class by default, not per-portal. If your","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"SyncDealJob","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"UpdateActivityJob","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"are different classes both calling HubSpot, they don't share a Laravel-level limiter — you need a single","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"HubspotRateLimiter","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"service that everything routes through.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"If you want, I can sketch the Lua script for the sliding-window acquire and the Laravel service wrapper around it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give positive feedback","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give negative feedback","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"You said: What will happen if there are two different types of rate limits?","depth":20,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"You said: What will happen if there are two different types of rate limits?","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"What will happen if there are two different types of rate limits?","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Search requests that have 5 requests per second","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The other rate limit that has, let's say, 100 requests per 10 seconds How do these work together? Is there some conflict? Can I reach the limit with one request and block either as well, or are these separated? Can I still continue making search requests once I hit the normal requests limits?","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13:40","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: They're independent buckets — with one shared bucket on top.","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: They're independent buckets — with one shared bucket on top.","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Analyzed independent rate limit buckets and their practical interactions","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Analyzed independent rate limit buckets and their practical interactions","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"They're independent buckets — with one shared bucket on top.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"The three buckets and what each call hits","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"The three buckets and what each call hits","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"┌──────────────────┐","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Search request ──→ │ Search: 5/sec │ ──┐","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"└──────────────────┘ │","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"├──→ ┌─────────────────┐","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"┌──────────────────┐ │ │ Daily: 250k–1M │","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Non-search call ──→ │ Burst: 190/10s │ ──┘ │ (per portal) │","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"└──────────────────┘ └─────────────────┘","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A search call is only metered against the search bucket and the daily bucket. A non-search call (batch read/update, single PATCH, associations, etc.) is only metered against the burst bucket and the daily bucket. The two short-window buckets do not share counters.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"What this means practically","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"What this means practically","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Hitting search secondly limit (5/s):","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Only further","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/search","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"calls 429. Your batch reads, batch updates, single PATCHes, association calls — all keep working at full burst speed. This is actually useful: if your sync is bottlenecked on Search, you can pivot to using","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lastmodifieddate","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"filters via batch endpoints, or use the IDs you already have to do batch reads, while Search cools off.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Hitting burst limit (190/10s):","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Only non-search calls 429. You can still issue Search calls at 5/s. Useful for: continuing to identify deltas for queueing while in-flight updates drain, or refreshing a small set of records via Search even though your write pipeline is paused.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Hitting daily limit:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Everything stops. Search and non-search alike. Doesn't unblock until midnight in your portal's configured timezone — and remember this is shared across every private app in the portal, plus n8n flows, marketing tools, anything else hitting the API with that account.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"So can one type of request block the other?","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"So can one type of request block the other?","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Search → Burst:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"No.","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Saturating Search at 50 calls per 10s leaves your full 190/10s burst untouched.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Burst → Search:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"No.","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Saturating burst leaves Search's 5/s untouched.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Either → Daily:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Yes","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", but only by contributing to the same daily counter. It's volume that kills you here, not the type.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"In theory you can sustain ~50 search + ~190 other =","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"~240 calls per 10 seconds","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"indefinitely (until daily runs out), because the two buckets bill independently.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Implementation consequence","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Implementation consequence","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Your rate limiter needs to know which bucket a request hits before it acquires. Cleanest pattern:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"php","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$limiter","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"->","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"acquire","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"'search'","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$weight","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"=","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":";","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"// for search endpoints only","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$limiter","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"->","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"acquire","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"'burst'","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$weight","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"=","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":";","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"// for everything else","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$limiter","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"->","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"acquire","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"'daily'","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$weight","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"=","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":")","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":";","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"// every call, both kinds","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"In Redis: three separate keys, three separate Lua acquire scripts (or one script with a bucket parameter). A search call calls","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"acquire('search')","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"+","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"acquire('daily')","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":". A batch update calls","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"acquire('burst')","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"+","depth":25,"on_screen":false,"role_description":"text"}]...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
how to work with multiple jobs
how to work with paginated requests Let's consider a situation when there are 600 opportunities to sync. What would be the flow? How would the rate limit be recognized? How would it be handled? What are the potential issues? [API usage guidelines and limits - HubSpot docs](
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
https://developers.hubspot.com/docs/developer-tooling/platform/usage-guidelines
). Example of such a error Client error:
POST https://api.hubapi.com/crm/v3/objects/contact/search
resulted in a
429 Too Many Requests
response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT","correlationId":"019dffc4-4 (truncated...). Think carefully about the implementation and potential issue and bottlenecks.
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Claude responded: Current HubSpot limits (Apr 2026)
Claude responded: Current HubSpot limits (Apr 2026)
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Synthesized HubSpot rate limit architecture with Redis storage and sliding window algorithms
Current HubSpot limits (Apr 2026)
Current HubSpot limits (Apr 2026)
For privately distributed apps (which is what Jiminny presumably uses with HubSpot), the limits are layered: a per-app burst window of 100/10s on Free/Starter, 190/10s on Pro/Enterprise, or 250/10s with the API Limit Increase add-on
, plus a per-account daily cap of 250k / 625k / 1M depending on tier — shared across all private apps in the account
. The burst window is per app; the daily quota is per portal.
hubspot
hubspot
hubspot
hubspot
The Search API is special: five requests per second per account, capped at 200 records per page, with a hard 10,000-result ceiling per query
. That's the limit the 429 in your example is hitting (
secondly limit
on
/crm/v3/objects/contact/search
). It's a separate bucket from the 190/10s, and critically, search responses do not include the
X-HubSpot-RateLimit-*
headers
— you can't read remaining capacity off the response, you have to track it yourself.
hubspot
hubspot
hubspot
hubspot
Non-search endpoints return
X-HubSpot-RateLimit-Remaining
,
-Max
, and
-Interval-Milliseconds
. The daily headers are not returned for OAuth-authenticated calls
, so for those you check the account-info endpoint or maintain your own counter. There's also a soft rule: errors should stay under 5% of total daily requests
— that's enforced for marketplace listing, but it's also a sane operational target.
hubspot
hubspot
hubspot
hubspot
So you have
four buckets
to track at minimum: app-burst (10s sliding), search-secondly (1s sliding), account-daily (24h fixed, midnight in HubSpot's TZ), and per-app daily share (your own budgeting on top of the account cap).
Where to store it
Where to store it
Redis. It's the only realistic option once you have multiple queue workers — DB-backed counters serialize too much, and in-process state can't coordinate across workers. Laravel already speaks Redis natively, and you get atomic
INCR
/
EXPIRE
plus Lua scripting for true CAS semantics.
Key layout I'd use:
Copy to clipboard
hubspot:rl:burst:{portalId}:{appId} ZSET (sliding 10s)
hubspot:rl:search:{portalId} ZSET (sliding 1s)
hubspot:rl:daily:{portalId} STRING + TTL to midnight TZ
hubspot:rl:meta:{portalId} HASH (last seen headers)
The two short-window buckets are sliding-window-log (Redis ZSET, score =
microtime
, member = unique request id). Lua script removes entries older than the window, counts remaining slots, and only adds the new one if there's room — all atomic. Fixed windows are simpler but allow 2× the limit at the boundary, which on a 5/s window is brutal.
The daily bucket is a plain
INCR
with TTL set to seconds-until-midnight in
HubSpot's account timezone
, not yours — Sofia is UTC+2/+3 but your portal might be set to US Eastern. Get this once and cache it.
How to read it
How to read it
Two-phase: optimistic pre-check, authoritative post-update.
Before a call, run the Lua acquire script. If it returns "denied," sleep until a slot frees up (the script can return ms-until-next-slot) or push the job back to the queue with a delay. Don't busy-loop.
After the call, parse
X-HubSpot-RateLimit-Remaining
/
-Max
/
-Interval-Milliseconds
and store them in
hubspot:rl:meta:{portalId}
. This is your reality check — if your local counter says 50 remaining but HubSpot's header says 5, you trust HubSpot and clamp your counter. This handles clock drift, missed accounting (e.g., crashed worker that took a token but never made the request), and other apps in the same account consuming the daily budget invisibly.
For search specifically, since headers don't come back, the local counter
is
the source of truth — meaning if you ever crash mid-flight, you've under-counted. Always release tokens on connection-level failure but
not
on 429 (you really did make that request).
How to work with multiple jobs
How to work with multiple jobs
The queue layer needs to enforce concurrency separately from the rate limiter. Both work together:
Concurrency cap
via
Queue::throttle()
or a Redis semaphore — limits how many sync workers run in parallel against HubSpot. Without this, you can have 50 workers all blocked waiting for tokens, which is wasteful and creates retry storms.
Per-tenant fairness
— if you sync many Jiminny customers into different HubSpot portals, each portal has its own bucket but you still want one slow portal not to starve others. Either separate queues per portal or a fair-share scheduler.
Priority lanes
— webhook-driven updates (user-visible latency) should outrank background batch syncs. Two queues:
hubspot-priority
and
hubspot-bulk
, with priority workers taking 70% of the burst budget and bulk taking 30% (enforce via separate sub-buckets if you really want hard separation, otherwise just pull from priority first).
Backoff on 429
— respect the
Retry-After
header. If absent, exponential with jitter (e.g.,
min(2^attempt * 250ms, 30s) ± 20%
). The jitter is non-negotiable; without it, simultaneous 429s retry in lockstep and you get thundering-herd 429s on retry.
How to work with paginated requests
How to work with paginated requests
The trap is treating "fetch all" as one logical operation. Each page is its own API call and competes for tokens with everything else.
Two practical rules:
Don't hold the worker idle while paginating.
If page N takes 500ms and page N+1 needs to wait 800ms for a token, you've burned 800ms of worker time doing nothing. Instead, fetch page N, dispatch the
processing
of page N as a separate job, and queue a "fetch page N+1" job with a delay equal to the wait time. Each page becomes its own atomic unit.
Always batch where HubSpot offers it.
POST /crm/v3/objects/{type}/batch/{read|update|create}
accepts up to 100 IDs per call. For your "patching IDs" flow this is the difference between 600 calls and 6.
Walkthrough: 600 opportunities
Walkthrough: 600 opportunities
Naive flow (one PATCH per deal): 600 calls. At 190/10s that's ~32s of API time, well under daily. You'd hit burst easily without throttling. Plus likely 1-3 search calls upfront and N association calls.
Sane flow:
Identify deltas
— if you can avoid Search at all, do. Use
lastmodifieddate
filter on a single search if you must, paginate at limit=200. For 600 deals that's 3 search calls @ 5/s = ~600ms naturally throttled.
Batch read
current state —
POST /crm/v3/objects/deals/batch/read
with 100 IDs per call → 6 calls. Burst weight 6.
Compute diff
in your code (no API).
Batch update
—
POST /crm/v3/objects/deals/batch/update
with 100 per call → 6 calls.
Associations
—
POST /crm/v4/associations/{from}/{to}/batch/create
if needed → another few batch calls.
Total: ~15-20 API calls for 600 deals. Burst budget consumed: 20/190 over ~5s. Daily impact: trivial.
Recognition: pre-check denies if
<weight>
slots aren't free; on 429 the response surfaces
policyName
(DAILY/SECONDLY) — log it, push the job back with
Retry-After
delay, increment a metric so you can alarm on sustained 429 rate.
Pitfalls & bottlenecks worth pre-empting
Pitfalls & bottlenecks worth pre-empting
Daily quota is shared across the whole portal
, including any n8n flows, other private apps, marketing automation calling APIs, etc. Budget for ~70-80% of the documented limit, not 100%. Add an internal per-app daily cap so a runaway sync can't starve other apps.
Search is uniquely fragile
: separate 5/s bucket, no headers to read, 10k-result cap per query. If you ever hit 10k+ deals matching a filter, partition by
hs_object_id
ranges or by
lastmodifieddate
windows.
Retry storms after HubSpot incidents
— always jitter, always cap total retries (e.g., 5 attempts, then dead-letter).
Webhook → sync → webhook loops
— when your update fires a HubSpot webhook that triggers another sync. Tag your own writes (e.g., a custom property
jy_last_sync_id
) and ignore webhooks where it just changed.
Token refresh
— OAuth refresh itself counts against burst. Cache the access token in Redis with TTL =
expires_in - 60s
, single-flight the refresh (only one worker refreshes; others wait on a lock).
Search latency for fresh writes
— newly created/updated objects don't appear in search instantly. Don't write-then-search; use returned IDs directly.
Clock skew
— Redis is authoritative. Don't use
time()
from each worker for window scoring; use
redis.call('TIME')
inside the Lua script.
Dead workers with held tokens
— sliding-window-log handles this naturally because tokens expire by score; token-bucket implementations need explicit release-on-crash logic.
The 5% error rule
counts every 429 toward your error budget, even successfully retried ones. If your pre-check is working well, 429s should be near zero — if they're not, your pre-check is wrong, not just slow.
Phantom contention with Laravel
RateLimited
middleware
: it's per-job-class by default, not per-portal. If your
SyncDealJob
and
UpdateActivityJob
are different classes both calling HubSpot, they don't share a Laravel-level limiter — you need a single
HubspotRateLimiter
service that everything routes through.
If you want, I can sketch the Lua script for the sliding-window acquire and the Laravel service wrapper around it.
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You said: What will happen if there are two different types of rate limits?
You said: What will happen if there are two different types of rate limits?
What will happen if there are two different types of rate limits?
Search requests that have 5 requests per second
The other rate limit that has, let's say, 100 requests per 10 seconds How do these work together? Is there some conflict? Can I reach the limit with one request and block either as well, or are these separated? Can I still continue making search requests once I hit the normal requests limits?
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Claude responded: They're independent buckets — with one shared bucket on top.
Claude responded: They're independent buckets — with one shared bucket on top.
Analyzed independent rate limit buckets and their practical interactions
Analyzed independent rate limit buckets and their practical interactions
They're independent buckets — with one shared bucket on top.
The three buckets and what each call hits
The three buckets and what each call hits
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┌──────────────────┐
Search request ──→ │ Search: 5/sec │ ──┐
└──────────────────┘ │
├──→ ┌─────────────────┐
┌──────────────────┐ │ │ Daily: 250k–1M │
Non-search call ──→ │ Burst: 190/10s │ ──┘ │ (per portal) │
└──────────────────┘ └─────────────────┘
A search call is only metered against the search bucket and the daily bucket. A non-search call (batch read/update, single PATCH, associations, etc.) is only metered against the burst bucket and the daily bucket. The two short-window buckets do not share counters.
What this means practically
What this means practically
Hitting search secondly limit (5/s):
Only further
/search
calls 429. Your batch reads, batch updates, single PATCHes, association calls — all keep working at full burst speed. This is actually useful: if your sync is bottlenecked on Search, you can pivot to using
lastmodifieddate
filters via batch endpoints, or use the IDs you already have to do batch reads, while Search cools off.
Hitting burst limit (190/10s):
Only non-search calls 429. You can still issue Search calls at 5/s. Useful for: continuing to identify deltas for queueing while in-flight updates drain, or refreshing a small set of records via Search even though your write pipeline is paused.
Hitting daily limit:
Everything stops. Search and non-search alike. Doesn't unblock until midnight in your portal's configured timezone — and remember this is shared across every private app in the portal, plus n8n flows, marketing tools, anything else hitting the API with that account.
So can one type of request block the other?
So can one type of request block the other?
Search → Burst:
No.
Saturating Search at 50 calls per 10s leaves your full 190/10s burst untouched.
Burst → Search:
No.
Saturating burst leaves Search's 5/s untouched.
Either → Daily:
Yes
, but only by contributing to the same daily counter. It's volume that kills you here, not the type.
In theory you can sustain ~50 search + ~190 other =
~240 calls per 10 seconds
indefinitely (until daily runs out), because the two buckets bill independently.
Implementation consequence
Implementation consequence
Your rate limiter needs to know which bucket a request hits before it acquires. Cleanest pattern:
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php
$limiter
->
acquire
(
'search'
,
$weight
=
1
)
;
// for search endpoints only
$limiter
->
acquire
(
'burst'
,
$weight
=
1
)
;
// for everything else
$limiter
->
acquire
(
'daily'
,
$weight
=
1
)
;
// every call, both kinds
In Redis: three separate keys, three separate Lua acquire scripts (or one script with a bucket parameter). A search call calls
acquire('search')
+
acquire('daily')
. A batch update calls
acquire('burst')
+...
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