Mapping campo a campo

Convención del CRM destino

El CRM imcrmdev modela "company" (B2B) como un contacto con service_type=corporate. Por eso GHL Businesses y GHL Contacts ambos terminan en la colección contacts_new, diferenciados por service_type:

• service_type=residential — personas (las 44,918 contactos de GHL)
• service_type=corporate — empresas (los 6 GHL Businesses, ver sección Business)

El vínculo persona→empresa se preserva en custom_fields.parent_business_external_id.

Contact (persona, service_type=residential)

GHL GET /contacts/{id} → imcrmdev contacts_new

Campo origen	Campo destino	Transformación / nota
id	external_id	guardado tal cual
—	_id	generado por Mongo
—	company_id	tenant Trebol (bootstrap)
—	service_type	siempre "residential"
assignedTo	assignedAgentId	si existe en users.external_id, se reemplaza por su publicid; si no, se guarda crudo
assignedTo	ownerAgentId	mismo valor — el responsable actual del lead es el dueño de la cartera en imcrmdev
assignedTo	created_by	si nulo → fallback al system_user_id de bootstrap
firstName	first_name
lastName	last_name
firstName + lastName	name	concatenación; si vacío → phone o email
email	email	omitir si vacío, omitir y loguear si duplicado
email	email_opted_in	false si dndSettings.Email.status == "active" (active = bloqueado)
phone	phone	E.164 tal cual
country	address.country
state	address.state
city	address.city
address1	address.address
postalCode	address.postcode
dateOfBirth	custom_fields.date_of_birth	(no hay campo top-level en destino)
companyName	custom_fields.current_insurance	En GHL Trebol este campo guarda la aseguradora actual del prospecto ("Geico", "Progressive"…), NO su empleador
businessId	custom_fields.parent_business_external_id	Si está set, además se denormaliza el name del business migrado en custom_fields.parent_business_name
tags[]	custom_fields.tags	array tal cual
customFields[]	custom_fields.{fieldKey}	resolver id → fieldKey usando el catálogo cargado en memoria al inicio de la pasada
dndSettings	custom_fields.dnd_settings	objeto completo
additionalEmails[]	custom_fields.additional_emails
additionalPhones[]	custom_fields.additional_phones
dateAdded	created_at	parse ISO
dateUpdated	updated_at	parse ISO
(todo el JSON)	_ghl_raw	preservación
(timestamp ahora)	_migrated_at

Campos del destino que quedan vacíos

billing_account_id, account_id, network_information, linked_status, network_status, contract_info, onus, website (si no viene), whatsapp_opted_in.

Business (B2B Company → contact corporate)

GHL GET /businesses/?locationId={id} → imcrmdev contacts_new (service_type=corporate).

Volumen real en Trebol: 6 docs (LLCs de clientes commercial). Por eso este recurso se ejecuta como catálogo (full refresh siempre, antes de la fase de contacts).

Campo origen	Campo destino	Transformación / nota
id	external_id
—	service_type	siempre "corporate"
—	created_by	system_user_id (los businesses no tienen owner asignado por GHL)
name	name	trim de espacios extra
name	first_name	full nombre — el destino requiere first_name no vacío
—	last_name	string vacío
phone	phone
email	email	omitir si vacío
address	address.address
city	address.city
state	address.state
postalCode	address.postcode
country	address.country
customFields[]	custom_fields.{fieldKey}	resolver con el catálogo en memoria
—	custom_fields.is_business	true (flag para queries y UI)
createdAt	created_at
updatedAt	updated_at
(todo)	_ghl_raw

Vínculo persona → business

Cuando un contacto persona en GHL tiene businessId apuntando a uno de estos businesses (en Trebol son ~6 casos, 0.01% de los contactos), el script:

1. Lee el business primero (corre antes en SYNC_ORDER).
2. Cachea business_name_map: { ghl_business_id → name } en memoria.
3. Al insertar el contacto persona, agrega:

   custom_fields: {
     parent_business_external_id: "6977a0bb1d90c36acab33ed9",  // GHL id del business
     parent_business_name: "Moreno's Contractors LLC"          // denormalizado
   }

Para resolver el FK a _id de Mongo posteriormente, basta una query: db.contacts_new.findOne({ external_id: parent_business_external_id, service_type: 'corporate' }). El índice (custom_fields.parent_business_external_id) hace esa lookup eficiente.

Note (embebido en contacts_new.notes[])

GHL GET /contacts/{id}/notes → imcrmdev contacts_new.notes (array embebido tipo ContactNote)

Campo origen	Campo destino
id	_id (string, NO objectid — llega como GHL id)
body	content
—	title (vacío, GHL no tiene título)
userId	agentId
userId resuelto	agentName
dateAdded	createdAt
dateAdded	updatedAt

Opportunity (opportunities)

GHL GET /opportunities/search → imcrmdev opportunities

Campo origen	Campo destino
id	external_id
name	name
monetaryValue	amount
pipelineId	pipeline_id (FK a sales_pipelines.external_id)
pipelineId resuelto	pipeline (string, nombre legible)
pipelineStageId	stage_id (FK a sales_pipeline_stages.external_id)
pipelineStageId resuelto	stage (string, nombre legible)
effectiveProbability	probability
status	status (open / won / lost / abandoned)
source	source
assignedTo resuelto	assigned_to (publicid del user destino)
contactId resuelto	contact_id (ObjectId del contacto destino)
contact.name	contact_name (denormalizado)
customFields[]	custom_fields.{fieldKey}
lastStatusChangeAt	last_status_change_at
lastStageChangeAt	last_stage_change_at
createdAt	created_at
updatedAt	updated_at
(todo)	_ghl_raw

Campos destino vacíos

accountExecutive, serviceBundle, installationSLA, mrcType (todos ISP-specific).

Pipeline (sales_pipelines)

GHL GET /opportunities/pipelines → imcrmdev sales_pipelines (NUEVA)

Campo origen	Campo destino
id	external_id
name	name
dateAdded	created_at
dateUpdated	updated_at
showInFunnel, showInPieChart	display.show_in_funnel, .show_in_pie_chart
useOpportunityProbability	use_opportunity_probability

Cada stage se explosiona en sales_pipeline_stages:

Origen	Destino
stages[].id	external_id
stages[].name	name
stages[].position	order
stages[].stageWinProbability	win_probability
pipeline.id	pipeline_id (FK external_id)

Conversation (conversations)

Campo origen	Campo destino
id	external_id
contactId resuelto	contact_id
lastMessageDate (epoch ms)	last_message_date (Date)
lastMessageType	last_message_type
lastMessageBody	last_message_body
lastMessageDirection	last_message_direction
unreadCount	unread_count
assignedTo resuelto	assigned_to
tags[]	tags
type	type (TYPE_PHONE, TYPE_EMAIL, etc.)

Message (messages)

Campo origen	Campo destino
id	external_id
conversationId	conversation_id (FK)
contactId resuelto	contact_id
direction	direction
status	status
messageType	message_type
body	body
from	from
to	to
dateAdded	created_at
attachments[]	attachments[] (URLs, sin descargar)

Task (tasks)

GHL GET /contacts/{id}/tasks → imcrmdev tasks

Campo origen	Campo destino
id	external_id
title	title
body	description
dueDate	dueDate
completed	status (true → COMPLETED, false → PENDING)
assignedTo resuelto	assignedTo
contactId	associations[] ({ associatedType: "contact", associatedId })