feat(customer): 网站客户身份签发与长期负责人绑定

可信客户身份由站点后端签发，长期负责人与本次接待人分开保存。

backend/app/crm/__init__.py

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+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+from app.crm.base import CrmAdapter, OAuthTokens, LeadPayload, CrmPushResult
+from app.crm.registry import get_adapter, register_adapter
+
+__all__ = [
+    "CrmAdapter",
+    "OAuthTokens",
+    "LeadPayload",
+    "CrmPushResult",
+    "get_adapter",
+    "register_adapter",
+]

backend/app/crm/base.py

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+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+import base64
+import re
+from abc import ABC, abstractmethod
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import ClassVar, Optional
+from uuid import UUID
+
+import httpx
+
+from app.core.logger import get_logger
+
+logger = get_logger(__name__)
+
+REQUEST_TIMEOUT_SECONDS = 20
+
+
+def basic_auth_header(client_id: str, client_secret: str) -> str:
+    """base64(client_id:client_secret) for HTTP Basic — Pipedrive OAuth + webhook."""
+    return base64.b64encode(f"{client_id}:{client_secret}".encode()).decode()
+
+
+def summarize_provider_error(text: Optional[str]) -> str:
+    """A short, single-line, tag-stripped snippet of a provider error body for a
+    user-facing message. The full body is logged separately — never echo an
+    untrusted third-party string verbatim into an admin surface."""
+    stripped = re.sub(r"<[^>]+>", " ", text or "")
+    return " ".join(stripped.split())[:200]
+
+_http_client: Optional[httpx.AsyncClient] = None
+
+
+def get_http_client() -> httpx.AsyncClient:
+    """Shared AsyncClient for all CRM adapters (tests swap in a MockTransport)."""
+    global _http_client
+    if _http_client is None or _http_client.is_closed:
+        _http_client = httpx.AsyncClient(timeout=REQUEST_TIMEOUT_SECONDS)
+    return _http_client
+
+
+class CrmAuthError(Exception):
+    """The provider definitively rejected our grant (invalid_grant/revoked) —
+    the connection needs a human reconnect, retrying cannot help."""
+
+
+class CrmTransientError(Exception):
+    """Temporary provider failure (5xx/network/429) — safe to retry later."""
+
+
+@dataclass
+class OAuthTokens:
+    """Decrypted per-tenant OAuth state, passed into every adapter call.
+
+    `api_domain` is the per-tenant API host where the provider has one
+    (Pipedrive api_domain; later Salesforce instance_url / Zoho DC host).
+    """
+    access_token: str
+    refresh_token: str
+    expires_at: Optional[datetime] = None
+    api_domain: Optional[str] = None
+    refresh_token_expires_at: Optional[datetime] = None
+    external_account_id: str = ""
+    display_name: Optional[str] = None
+    raw: dict = field(default_factory=dict)
+
+
+@dataclass
+class LeadPayload:
+    """Provider-agnostic view of one captured lead (built by crm.mapping)."""
+    lead_response_id: UUID
+    email: str
+    name: Optional[str] = None
+    company: Optional[str] = None
+    phone: Optional[str] = None
+    summary: Optional[str] = None
+    # Human label -> value, from the agent's configured custom fields.
+    custom_fields: dict = field(default_factory=dict)
+    source_url: Optional[str] = None
+
+
+@dataclass
+class CrmPushResult:
+    ok: bool
+    action: Optional[str] = None          # 'created' | 'updated'
+    contact_id: Optional[str] = None      # HubSpot contact / Pipedrive person
+    secondary_id: Optional[str] = None    # Pipedrive lead id
+    record_url: Optional[str] = None      # deep link for the UI
+    error: Optional[str] = None
+    retryable: bool = False
+    retry_after_seconds: Optional[int] = None
+    auth_failed: bool = False
+
+
+def classify_error_response(response: httpx.Response) -> CrmPushResult:
+    """Map a failed provider response onto retry semantics.
+
+    401 → dead token (refresh-and-retry, else reconnect); 429 → back off,
+    honoring Retry-After; 5xx → transient; other 4xx → permanent (payload/
+    scope problems a retry can't fix).
+    """
+    logger.warning(f"CRM provider HTTP {response.status_code}: {response.text[:1000]}")
+    error = f"HTTP {response.status_code}: {summarize_provider_error(response.text)}"
+    if response.status_code == 401:
+        return CrmPushResult(ok=False, error=error, auth_failed=True)
+    if response.status_code == 429:
+        retry_after = response.headers.get("Retry-After")
+        seconds = int(retry_after) if retry_after and retry_after.isdigit() else None
+        return CrmPushResult(ok=False, error=error, retryable=True,
+                             retry_after_seconds=seconds)
+    if response.status_code >= 500:
+        return CrmPushResult(ok=False, error=error, retryable=True)
+    return CrmPushResult(ok=False, error=error)
+
+
+class CrmAdapter(ABC):
+    """One stateless singleton per CRM. Tokens are passed into every call —
+    the adapter holds no per-tenant state (mirrors ChannelAdapter)."""
+
+    provider: ClassVar[str]
+
+    @abstractmethod
+    def get_authorize_url(self, state: str, redirect_uri: str) -> str:
+        """Provider consent-screen URL for the OAuth install redirect."""
+
+    @abstractmethod
+    async def exchange_code(self, code: str, redirect_uri: str) -> OAuthTokens:
+        """Swap the callback code for tokens + account identity.
+        Raises CrmAuthError on a rejected code, CrmTransientError on 5xx."""
+
+    @abstractmethod
+    async def refresh_tokens(self, tokens: OAuthTokens) -> OAuthTokens:
+        """Mint a fresh access token. Raises CrmAuthError on invalid_grant
+        (connection dead), CrmTransientError on temporary failure."""
+
+    @abstractmethod
+    async def push_lead(self, tokens: OAuthTokens, payload: LeadPayload) -> CrmPushResult:
+        """Create-or-update the lead in the CRM, deduping by email.
+        Never raises — failures come back classified in CrmPushResult."""
+
+    @abstractmethod
+    async def revoke(self, tokens: OAuthTokens) -> None:
+        """Best-effort token revocation on disconnect. Never raises."""
+
+    @abstractmethod
+    async def test_connection(self, tokens: OAuthTokens) -> dict:
+        """Cheap read-only authenticated call.
+        Returns {"ok": bool, "account_name": str | None, "error": str | None}."""

backend/app/crm/hubspot.py

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+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+from datetime import datetime, timedelta, timezone
+from urllib.parse import urlencode
+
+import httpx
+
+from app.core.config import settings
+from app.core.logger import get_logger
+from app.crm.base import (
+    CrmAdapter, CrmAuthError, CrmPushResult, CrmTransientError,
+    LeadPayload, OAuthTokens, classify_error_response, get_http_client,
+    summarize_provider_error,
+)
+from app.crm.mapping import build_note_body, split_name
+from app.crm.registry import register_adapter
+from app.models.crm import CrmProvider
+from app.core.external_urls import external_base
+
+logger = get_logger(__name__)
+
+AUTHORIZE_URL = "https://app.hubspot.com/oauth/authorize"
+API_BASE = external_base("HUBSPOT_API_BASE", "https://api.hubapi.com")
+TOKEN_URL = f"{API_BASE}/oauth/v1/token"
+# Request only what the push needs — the marketplace review checks scope usage.
+SCOPES = "crm.objects.contacts.read crm.objects.contacts.write"
+# HubSpot-defined association type: note -> contact.
+NOTE_TO_CONTACT_ASSOCIATION_TYPE_ID = 202
+
+
+class HubSpotAdapter(CrmAdapter):
+    """Pushes a lead as a Contact (email upsert) plus a context Note.
+
+    HubSpot's separate "Leads" object is deliberately not used: it requires a
+    paid-seat owner and an existing contact, which doesn't fit lead capture.
+    """
+
+    provider = CrmProvider.HUBSPOT.value
+
+    def get_authorize_url(self, state: str, redirect_uri: str) -> str:
+        return f"{AUTHORIZE_URL}?" + urlencode({
+            "client_id": settings.HUBSPOT_CLIENT_ID,
+            "redirect_uri": redirect_uri,
+            "scope": SCOPES,
+            "state": state,
+        })
+
+    async def exchange_code(self, code: str, redirect_uri: str) -> OAuthTokens:
+        tokens = await self._token_request({
+            "grant_type": "authorization_code",
+            "client_id": settings.HUBSPOT_CLIENT_ID,
+            "client_secret": settings.HUBSPOT_CLIENT_SECRET,
+            "redirect_uri": redirect_uri,
+            "code": code,
+        })
+        # Token introspection carries the portal identity (hub_id/domain).
+        response = await get_http_client().get(
+            f"{API_BASE}/oauth/v1/access-tokens/{tokens.access_token}")
+        if response.status_code == 200:
+            info = response.json()
+            tokens.external_account_id = str(info.get("hub_id", ""))
+            tokens.display_name = info.get("hub_domain")
+        return tokens
+
+    async def refresh_tokens(self, tokens: OAuthTokens) -> OAuthTokens:
+        refreshed = await self._token_request({
+            "grant_type": "refresh_token",
+            "client_id": settings.HUBSPOT_CLIENT_ID,
+            "client_secret": settings.HUBSPOT_CLIENT_SECRET,
+            "refresh_token": tokens.refresh_token,
+        })
+        refreshed.external_account_id = tokens.external_account_id
+        refreshed.display_name = tokens.display_name
+        return refreshed
+
+    async def push_lead(self, tokens: OAuthTokens, payload: LeadPayload) -> CrmPushResult:
+        properties = self._contact_properties(payload)
+        try:
+            response = await get_http_client().post(
+                f"{API_BASE}/crm/v3/objects/contacts/batch/upsert",
+                headers=self._auth_header(tokens),
+                json={"inputs": [{
+                    "id": payload.email,
+                    "idProperty": "email",
+                    "properties": properties,
+                }]},
+            )
+        except httpx.HTTPError as e:
+            return CrmPushResult(ok=False, error=f"network error: {e}", retryable=True)
+
+        if response.status_code not in (200, 201):
+            return classify_error_response(response)
+
+        results = response.json().get("results") or [{}]
+        contact_id = str(results[0].get("id", ""))
+        action = "created" if results[0].get("new") else "updated"
+
+        await self._attach_note(tokens, contact_id, payload)
+
+        record_url = None
+        if tokens.external_account_id and contact_id:
+            record_url = (f"https://app.hubspot.com/contacts/"
+                          f"{tokens.external_account_id}/record/0-1/{contact_id}")
+        return CrmPushResult(ok=True, action=action, contact_id=contact_id,
+                             record_url=record_url)
+
+    async def revoke(self, tokens: OAuthTokens) -> None:
+        try:
+            await get_http_client().delete(
+                f"{API_BASE}/oauth/v1/refresh-tokens/{tokens.refresh_token}")
+        except Exception as e:
+            logger.warning(f"HubSpot token revocation failed (ignored): {e}")
+
+    async def test_connection(self, tokens: OAuthTokens) -> dict:
+        try:
+            response = await get_http_client().get(
+                f"{API_BASE}/oauth/v1/access-tokens/{tokens.access_token}")
+        except httpx.HTTPError as e:
+            return {"ok": False, "account_name": None, "error": f"network error: {e}"}
+        if response.status_code != 200:
+            return {"ok": False, "account_name": None,
+                    "error": f"HTTP {response.status_code}"}
+        return {"ok": True, "account_name": response.json().get("hub_domain"),
+                "error": None}
+
+    async def _token_request(self, data: dict) -> OAuthTokens:
+        try:
+            response = await get_http_client().post(
+                TOKEN_URL, data=data,
+                headers={"Content-Type": "application/x-www-form-urlencoded"},
+            )
+        except httpx.HTTPError as e:
+            raise CrmTransientError(f"HubSpot token endpoint unreachable: {e}")
+        if response.status_code >= 500:
+            raise CrmTransientError(f"HubSpot token endpoint HTTP {response.status_code}")
+        if response.status_code != 200:
+            # 400 invalid_grant / bad client config — retrying cannot help.
+            logger.warning(f"HubSpot token request rejected: {response.text[:500]}")
+            raise CrmAuthError(f"HubSpot rejected the token request: {summarize_provider_error(response.text)}")
+        body = response.json()
+        return OAuthTokens(
+            access_token=body["access_token"],
+            refresh_token=body.get("refresh_token", data.get("refresh_token", "")),
+            expires_at=datetime.now(timezone.utc) + timedelta(seconds=body.get("expires_in", 1800)),
+            raw=body,
+        )
+
+    def _contact_properties(self, payload: LeadPayload) -> dict:
+        first, last = split_name(payload.name)
+        properties = {
+            "email": payload.email,
+            "firstname": first,
+            "lastname": last,
+            "phone": payload.phone,
+            "company": payload.company,
+            # Backward lifecycle moves are ignored by HubSpot, so this is
+            # safe on updates too.
+            "lifecyclestage": "lead",
+        }
+        return {k: v for k, v in properties.items() if v}
+
+    async def _attach_note(self, tokens: OAuthTokens, contact_id: str,
+                           payload: LeadPayload) -> None:
+        """Context note (summary/custom answers/source). Best-effort: the
+        contact is the push — a failed note never fails the job."""
+        if not contact_id:
+            return
+        try:
+            response = await get_http_client().post(
+                f"{API_BASE}/crm/v3/objects/notes",
+                headers=self._auth_header(tokens),
+                json={
+                    "properties": {
+                        "hs_timestamp": int(datetime.now(timezone.utc).timestamp() * 1000),
+                        "hs_note_body": build_note_body(payload),
+                    },
+                    "associations": [{
+                        "to": {"id": contact_id},
+                        "types": [{
+                            "associationCategory": "HUBSPOT_DEFINED",
+                            "associationTypeId": NOTE_TO_CONTACT_ASSOCIATION_TYPE_ID,
+                        }],
+                    }],
+                },
+            )
+            if response.status_code not in (200, 201):
+                logger.warning(f"HubSpot note attach failed: HTTP {response.status_code}")
+        except httpx.HTTPError as e:
+            logger.warning(f"HubSpot note attach failed: {e}")
+
+    @staticmethod
+    def _auth_header(tokens: OAuthTokens) -> dict:
+        return {"Authorization": f"Bearer {tokens.access_token}"}
+
+
+register_adapter(HubSpotAdapter())

backend/app/crm/mapping.py

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+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+import html
+from typing import Optional, Tuple
+
+from app.crm.base import LeadPayload
+from app.models.customer import Customer
+from app.models.lead_capture import LeadCaptureConfig, LeadCaptureResponse
+
+# Standard field keys the agent collects; everything else is a custom field.
+_STANDARD_KEYS = {"email", "name", "company", "phone"}
+
+
+def _payload_from_values(
+    values: dict,
+    customer: Optional[Customer],
+    config: Optional[LeadCaptureConfig],
+    summary: Optional[str],
+    ref_id,
+) -> LeadPayload:
+    """Fold captured field values into the provider-agnostic push payload.
+
+    `values` holds what the agent extracted conversationally (email/name/
+    company/phone + custom_N); the Customer row backfills anything blank. Custom
+    answers are labeled from the agent's field config. Company has no Customer
+    column, so it comes from the captured values only.
+    """
+    values = values or {}
+    email = (values.get("email") or (customer.email if customer else "") or "").strip().lower()
+
+    labels = _custom_field_labels(config)
+    custom_fields = {
+        labels.get(key, key): str(value)
+        for key, value in values.items()
+        if key not in _STANDARD_KEYS and value not in (None, "")
+    }
+
+    lead_source = (customer.lead_source if customer else None) or {}
+
+    return LeadPayload(
+        lead_response_id=ref_id,
+        email=email,
+        name=_first_truthy(values.get("name"), customer.full_name if customer else None),
+        company=values.get("company") or None,
+        phone=_first_truthy(values.get("phone"), customer.phone if customer else None),
+        summary=summary,
+        custom_fields=custom_fields,
+        source_url=lead_source.get("page_url"),
+    )
+
+
+def build_lead_payload(
+    response: LeadCaptureResponse,
+    config: Optional[LeadCaptureConfig],
+    customer: Optional[Customer],
+) -> LeadPayload:
+    """Auto path: fold one captured lead response into the push payload."""
+    return _payload_from_values(
+        response.field_values, customer, config, response.summary, response.id)
+
+
+def build_customer_payload(
+    customer: Customer,
+    attributes: Optional[dict] = None,
+    summary: Optional[str] = None,
+    config: Optional[LeadCaptureConfig] = None,
+) -> LeadPayload:
+    """Manual "Sync now": build from the person's captured attributes (the same
+    merged field_values the People drawer shows) so name/company/phone/custom
+    answers all sync — not just the sparse Customer columns. Integrator-supplied
+    meta_data is folded in as extra custom fields."""
+    payload = _payload_from_values(attributes, customer, config, summary, customer.id)
+    meta = customer.meta_data if isinstance(customer.meta_data, dict) else {}
+    for key, value in meta.items():
+        if value not in (None, "") and str(key) not in payload.custom_fields:
+            payload.custom_fields[str(key)] = str(value)
+    return payload
+
+
+def split_name(name: Optional[str]) -> Tuple[str, str]:
+    """Best-effort (first, last) split for CRMs with separate name fields."""
+    if not name or not name.strip():
+        return "", ""
+    parts = name.strip().split()
+    if len(parts) == 1:
+        return parts[0], ""
+    return " ".join(parts[:-1]), parts[-1]
+
+
+def build_note_body(payload: LeadPayload) -> str:
+    """The context note attached to the CRM record: AI qualification summary,
+    custom answers, and where the lead came from. Shared across providers.
+
+    Returns HTML — both HubSpot (hs_note_body) and Pipedrive (note content)
+    render notes as HTML, so plain newlines would collapse and run the summary
+    into the header. Labelled lines keep the AI summary unmistakable; dynamic
+    values are escaped."""
+    lines = ["<b>Lead captured by ChatterMate</b>"]
+    if payload.summary:
+        lines.append(f"<b>AI summary:</b> {html.escape(payload.summary)}")
+    for label, value in (payload.custom_fields or {}).items():
+        lines.append(f"<b>{html.escape(str(label))}:</b> {html.escape(str(value))}")
+    if payload.source_url:
+        url = html.escape(payload.source_url)
+        # Only render an anchor for http(s); a javascript:/data: page_url would
+        # otherwise become a clickable link in the CRM note.
+        if payload.source_url.lower().startswith(("http://", "https://")):
+            lines.append(f'Captured on: <a href="{url}">{url}</a>')
+        else:
+            lines.append(f"Captured on: {url}")
+    return "<br>".join(lines)
+
+
+def _custom_field_labels(config: Optional[LeadCaptureConfig]) -> dict:
+    """key -> human label for the agent's configured custom fields."""
+    if config is None or not config.fields:
+        return {}
+    return {
+        f["key"]: f.get("label") or f["key"]
+        for f in config.fields
+        if isinstance(f, dict) and f.get("key")
+    }
+
+
+def _first_truthy(*values: Optional[str]) -> Optional[str]:
+    for value in values:
+        if value and str(value).strip():
+            return str(value).strip()
+    return None

backend/app/crm/pipedrive.py

@@ -0,0 +1,324 @@
+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+from datetime import datetime, timedelta, timezone
+from typing import Optional
+from urllib.parse import urlencode, urlparse
+
+import httpx
+
+from app.core.config import settings
+from app.core.external_urls import external_base
+from app.core.logger import get_logger
+from app.crm.base import (
+    CrmAdapter, CrmAuthError, CrmPushResult, CrmTransientError,
+    LeadPayload, OAuthTokens, basic_auth_header, classify_error_response,
+    get_http_client, summarize_provider_error,
+)
+from app.crm.mapping import build_note_body
+from app.crm.registry import register_adapter
+from app.models.crm import CrmProvider
+
+logger = get_logger(__name__)
+
+OAUTH_BASE = external_base("PIPEDRIVE_OAUTH_BASE", "https://oauth.pipedrive.com")
+AUTHORIZE_URL = f"{OAUTH_BASE}/oauth/authorize"
+TOKEN_URL = f"{OAUTH_BASE}/oauth/token"
+REVOKE_URL = f"{OAUTH_BASE}/oauth/revoke"
+# The API host is per company (the token response's api_domain), so there is no
+# fixed base to swap. When set, this is the one extra api_domain we accept.
+API_BASE = external_base("PIPEDRIVE_API_BASE", "")
+# Refresh tokens die 60 days after their LAST use (sliding window) — every
+# refresh restamps this; the worker's proactive sweep keeps idle tenants alive.
+REFRESH_TOKEN_LIFETIME_DAYS = 60
+
+
+def _validated_api_domain(api_domain) -> Optional[str]:
+    """The per-tenant API host comes from Pipedrive's token response (over TLS),
+    but every subsequent call uses it as the base URL — so defensively require
+    an https pipedrive.com host and reject anything else, rather than letting a
+    malformed value point our requests at an arbitrary host."""
+    if not api_domain:
+        return None
+    if API_BASE and str(api_domain).rstrip("/") == API_BASE:
+        return API_BASE
+    try:
+        host = urlparse(api_domain).hostname or ""
+    except Exception:
+        return None
+    if api_domain.startswith("https://") and (host == "pipedrive.com" or host.endswith(".pipedrive.com")):
+        return api_domain
+    logger.warning(f"Pipedrive returned an unexpected api_domain, ignoring: {api_domain!r}")
+    return None
+
+
+class PipedriveAdapter(CrmAdapter):
+    """Pushes a lead as Person (v2, email-deduped) + Lead (v1) + context Note.
+
+    All API calls go to the tenant's `api_domain` from the token response.
+    A push is ~4 sequential calls, well under the 10 req/2s search cap; the
+    worker additionally serializes pushes per organization.
+    """
+
+    provider = CrmProvider.PIPEDRIVE.value
+
+    def get_authorize_url(self, state: str, redirect_uri: str) -> str:
+        # Scopes are declared on the app in Developer Hub, not in the URL.
+        return f"{AUTHORIZE_URL}?" + urlencode({
+            "client_id": settings.PIPEDRIVE_CLIENT_ID,
+            "redirect_uri": redirect_uri,
+            "state": state,
+        })
+
+    async def exchange_code(self, code: str, redirect_uri: str) -> OAuthTokens:
+        tokens = await self._token_request({
+            "grant_type": "authorization_code",
+            "code": code,
+            "redirect_uri": redirect_uri,
+        })
+        # Company identity comes from users/me on the tenant's api_domain.
+        # Skip when the domain was missing/rejected — there's no valid base to call.
+        if not tokens.api_domain:
+            return tokens
+        try:
+            response = await get_http_client().get(
+                f"{tokens.api_domain}/api/v1/users/me",
+                headers=self._auth_header(tokens))
+            if response.status_code == 200:
+                data = response.json().get("data") or {}
+                tokens.external_account_id = str(data.get("company_id", ""))
+                tokens.display_name = data.get("company_name")
+        except httpx.HTTPError as e:
+            logger.warning(f"Pipedrive users/me lookup failed (ignored): {e}")
+        return tokens
+
+    async def refresh_tokens(self, tokens: OAuthTokens) -> OAuthTokens:
+        refreshed = await self._token_request({
+            "grant_type": "refresh_token",
+            "refresh_token": tokens.refresh_token,
+        }, fallback_refresh_token=tokens.refresh_token)
+        refreshed.api_domain = refreshed.api_domain or tokens.api_domain
+        refreshed.external_account_id = tokens.external_account_id
+        refreshed.display_name = tokens.display_name
+        return refreshed
+
+    async def push_lead(self, tokens: OAuthTokens, payload: LeadPayload) -> CrmPushResult:
+        try:
+            org_id = await self._upsert_organization(tokens, payload.company)
+            person_id, action, person_error = await self._upsert_person(tokens, payload, org_id)
+            if person_error is not None:
+                return person_error
+            lead_id, lead_error = await self._ensure_open_lead(tokens, person_id, payload, org_id)
+            if lead_error is not None:
+                return lead_error
+            if lead_id:
+                await self._attach_note(tokens, lead_id, payload)
+        except httpx.HTTPError as e:
+            return CrmPushResult(ok=False, error=f"network error: {e}", retryable=True)
+
+        return CrmPushResult(
+            ok=True, action=action,
+            contact_id=str(person_id), secondary_id=str(lead_id) if lead_id else None,
+            record_url=f"{tokens.api_domain}/person/{person_id}" if tokens.api_domain else None,
+        )
+
+    async def revoke(self, tokens: OAuthTokens) -> None:
+        try:
+            await get_http_client().post(
+                REVOKE_URL,
+                headers={"Authorization": f"Basic {self._basic_secret()}"},
+                data={"token": tokens.refresh_token,
+                      "token_type_hint": "refresh_token"},
+            )
+        except Exception as e:
+            logger.warning(f"Pipedrive token revocation failed (ignored): {e}")
+
+    async def test_connection(self, tokens: OAuthTokens) -> dict:
+        try:
+            response = await get_http_client().get(
+                f"{tokens.api_domain}/api/v1/users/me",
+                headers=self._auth_header(tokens))
+        except httpx.HTTPError as e:
+            return {"ok": False, "account_name": None, "error": f"network error: {e}"}
+        if response.status_code != 200:
+            return {"ok": False, "account_name": None,
+                    "error": f"HTTP {response.status_code}"}
+        data = response.json().get("data") or {}
+        return {"ok": True, "account_name": data.get("company_name"), "error": None}
+
+    # ---- push steps -------------------------------------------------------
+
+    async def _upsert_organization(self, tokens: OAuthTokens, company: str | None):
+        """Find-or-create the organization by name so the person is linked to a
+        company. Best-effort: a failure returns None and the person still syncs,
+        just unlinked. Uses the contacts scope (persons + orgs), so no extra
+        permission is needed."""
+        if not company or not company.strip():
+            return None
+        company = company.strip()
+        try:
+            search = await get_http_client().get(
+                f"{tokens.api_domain}/api/v2/organizations/search?" + urlencode({
+                    "term": company, "fields": "name", "exact_match": "true"}),
+                headers=self._auth_header(tokens))
+            if search.status_code == 200:
+                items = ((search.json().get("data") or {}).get("items")) or []
+                if items:
+                    return (items[0].get("item") or {}).get("id")
+            create = await get_http_client().post(
+                f"{tokens.api_domain}/api/v2/organizations",
+                headers=self._auth_header(tokens), json={"name": company})
+            if create.status_code in (200, 201):
+                return (create.json().get("data") or {}).get("id")
+            logger.warning(f"Pipedrive organization upsert failed: HTTP {create.status_code}")
+        except httpx.HTTPError as e:
+            logger.warning(f"Pipedrive organization upsert failed: {e}")
+        return None
+
+    async def _upsert_person(self, tokens: OAuthTokens, payload: LeadPayload, org_id=None):
+        """Search by email; update blanks on a hit, create on a miss.
+        Returns (person_id, action, error_result)."""
+        response = await get_http_client().get(
+            f"{tokens.api_domain}/api/v2/persons/search?" + urlencode({
+                "term": payload.email, "fields": "email", "exact_match": "true"}),
+            headers=self._auth_header(tokens))
+        if response.status_code != 200:
+            return None, None, classify_error_response(response)
+
+        items = ((response.json().get("data") or {}).get("items")) or []
+        if items:
+            item = items[0].get("item") or {}
+            person_id = item.get("id")
+            update = self._blank_filling_update(item, payload, org_id)
+            if update:
+                patch = await get_http_client().patch(
+                    f"{tokens.api_domain}/api/v2/persons/{person_id}",
+                    headers=self._auth_header(tokens), json=update)
+                if patch.status_code not in (200, 201):
+                    logger.warning(
+                        f"Pipedrive person update failed: HTTP {patch.status_code}")
+            return person_id, "updated", None
+
+        create = await get_http_client().post(
+            f"{tokens.api_domain}/api/v2/persons",
+            headers=self._auth_header(tokens),
+            json=self._person_body(payload, org_id))
+        if create.status_code not in (200, 201):
+            return None, None, classify_error_response(create)
+        person_id = (create.json().get("data") or {}).get("id")
+        return person_id, "created", None
+
+    async def _ensure_open_lead(self, tokens: OAuthTokens, person_id,
+                                payload: LeadPayload, org_id=None):
+        """Create a Lead unless the person already has an open one — repeat
+        captures must not spam the leads inbox. Returns (lead_id, error_result).
+
+        A Lead carries its own organization_id (separate from the person's
+        org), so set it too or the lead shows no company."""
+        listing = await get_http_client().get(
+            f"{tokens.api_domain}/api/v1/leads?" + urlencode({
+                "person_id": person_id, "archived_status": "not_archived"}),
+            headers=self._auth_header(tokens))
+        if listing.status_code != 200:
+            # Guessing here risks a duplicate lead — classify and let the
+            # (idempotent) job retry instead.
+            return None, classify_error_response(listing)
+        if listing.json().get("data") or []:
+            return None, None  # open lead exists — nothing to create
+
+        body = {"title": f"{payload.name or payload.email} — ChatterMate lead",
+                "person_id": person_id}
+        if org_id:
+            body["organization_id"] = org_id
+        create = await get_http_client().post(
+            f"{tokens.api_domain}/api/v1/leads",
+            headers=self._auth_header(tokens), json=body)
+        if create.status_code not in (200, 201):
+            return None, classify_error_response(create)
+        return (create.json().get("data") or {}).get("id"), None
+
+    async def _attach_note(self, tokens: OAuthTokens, lead_id,
+                           payload: LeadPayload) -> None:
+        """Context note on the lead. Best-effort — never fails the job."""
+        try:
+            response = await get_http_client().post(
+                f"{tokens.api_domain}/api/v1/notes",
+                headers=self._auth_header(tokens),
+                json={"lead_id": lead_id,
+                      "content": build_note_body(payload)})
+            if response.status_code not in (200, 201):
+                logger.warning(f"Pipedrive note attach failed: HTTP {response.status_code}")
+        except httpx.HTTPError as e:
+            logger.warning(f"Pipedrive note attach failed: {e}")
+
+    # ---- helpers ----------------------------------------------------------
+
+    async def _token_request(self, data: dict,
+                             fallback_refresh_token: str = "") -> OAuthTokens:
+        try:
+            response = await get_http_client().post(
+                TOKEN_URL, data=data,
+                headers={"Authorization": f"Basic {self._basic_secret()}",
+                         "Content-Type": "application/x-www-form-urlencoded"},
+            )
+        except httpx.HTTPError as e:
+            raise CrmTransientError(f"Pipedrive token endpoint unreachable: {e}")
+        if response.status_code >= 500:
+            raise CrmTransientError(f"Pipedrive token endpoint HTTP {response.status_code}")
+        if response.status_code != 200:
+            logger.warning(f"Pipedrive token request rejected: {response.text[:500]}")
+            raise CrmAuthError(f"Pipedrive rejected the token request: {summarize_provider_error(response.text)}")
+        body = response.json()
+        now = datetime.now(timezone.utc)
+        return OAuthTokens(
+            access_token=body["access_token"],
+            refresh_token=body.get("refresh_token") or fallback_refresh_token,
+            expires_at=now + timedelta(seconds=body.get("expires_in", 3600)),
+            api_domain=_validated_api_domain(body.get("api_domain")),
+            # Sliding window restarts on every successful token use.
+            refresh_token_expires_at=now + timedelta(days=REFRESH_TOKEN_LIFETIME_DAYS),
+            raw=body,
+        )
+
+    def _person_body(self, payload: LeadPayload, org_id=None) -> dict:
+        body = {"name": payload.name or payload.email,
+                "emails": [{"value": payload.email, "primary": True}]}
+        if payload.phone:
+            body["phones"] = [{"value": payload.phone, "primary": True}]
+        if org_id:
+            body["org_id"] = org_id
+        return body
+
+    def _blank_filling_update(self, item: dict, payload: LeadPayload, org_id=None) -> dict:
+        """Only fill fields the existing person is missing — never clobber."""
+        update = {}
+        if payload.name and not item.get("name"):
+            update["name"] = payload.name
+        if payload.phone and not item.get("phones"):
+            update["phones"] = [{"value": payload.phone, "primary": True}]
+        if org_id and not item.get("org_id"):
+            update["org_id"] = org_id
+        return update
+
+    def _auth_header(self, tokens: OAuthTokens) -> dict:
+        return {"Authorization": f"Bearer {tokens.access_token}"}
+
+    @staticmethod
+    def _basic_secret() -> str:
+        return basic_auth_header(settings.PIPEDRIVE_CLIENT_ID, settings.PIPEDRIVE_CLIENT_SECRET)
+
+
+register_adapter(PipedriveAdapter())

backend/app/crm/registry.py

@@ -0,0 +1,47 @@
+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+from typing import Dict, Optional
+
+from app.crm.base import CrmAdapter
+
+_adapters: Dict[str, CrmAdapter] = {}
+
+
+def register_adapter(adapter: CrmAdapter) -> CrmAdapter:
+    """Register a stateless adapter singleton for its provider."""
+    _adapters[adapter.provider] = adapter
+    return adapter
+
+
+def get_adapter(provider: str) -> Optional[CrmAdapter]:
+    """Adapter for a CRM provider, or None for unknown providers."""
+    _ensure_loaded()
+    return _adapters.get(provider)
+
+
+_loaded = False
+
+
+def _ensure_loaded() -> None:
+    """Import adapter modules on first use (each registers itself).
+    Lazy so importing app.crm never pulls every adapter's deps."""
+    global _loaded
+    if _loaded:
+        return
+    _loaded = True
+    from app.crm import hubspot  # noqa: F401
+    from app.crm import pipedrive  # noqa: F401