valuein/invoice:2021-11-03-14-16

⚡ valuein/invoice:2021-11-03-14-16 → 1 🎉 → 2 🚀 → 5 🐛

• 🎉 Added credit and debit memo pdf
• 🚀 Improved search customer by name
• 🚀 Improved quote item detail readability
• 🐛 Fixed synchronisation of credit memo isn't taking the right column for tax without amount
• 🐛 Fixed 404 error when creating a customer
• 🐛 Fixed quote/opportunity synchronisation with Salesforce
• 🐛 Fixed quote line synchronisation with Salesforce
• 🐛 Fixed cascade remove between contact and customer

🎉 New features

Added credit and debit memo pdf

Summary:

When viewing a debit or credit memo, you can now see the pdf file directly from Valuein

Test Plan:

• Access the list of "Invoices" in the sidebar.
• Access the details of an invoice with the type CreditMemo or DebitMemo.
• Press the "Actions" button and choose the "View pdf" action.
• The download of a pdf file of the Debit/Credit Memo is launched.

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27

🚀 Improvements

Improved search customer by name

Summary:

When searching for a customer, you can now do a partial search of the name

Test Plan:

• Access the list of "Customers" in the sidebar.
• Perform a search for a customer from the list using the shape : %partOfCustomerName% .
• The search result contains the list of customers which their names includes the string "partOfCustomerName"

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27

Improved quote item detail readability

Summary:

When opening a quote, the description field will not be displayed anymore to improve the readability of the quote item table.

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27

🐛 Bug fixes

Fixed 404 error when creating a customer

Summary:

When creating a customer, it was possible to be redirected to a non existing page after customer creation

Test Plan:

• In the sidebar access "Customers" -> "New customer".
• Fill the form.
• The quotation tool load correctly

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27

Fixed quote/opportunity synchronisation with Salesforce

Summary:

When a new quote was created, the system tried to search for the corresponding quote/opportunity in salesforce even if the reference wasn't looking like a salesforce id.
This caused some issue during synchronisation as the quote could have been affected to the wrong opportunity of the customer.

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27

Fixed quote line synchronisation with Salesforce

Summary:

When sending the quote line item to salesforce, we now send the unit price instead of the total price
We also only send the amount without tax into the quote.

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27

Fixed cascade remove between contact and customer

Summary:

When using the solution over api, you can create/update/delete customer and contact.
When removing a customer, the contacts are also removed.
When removing a contact, it was removing also the customer instead of removing the contact only.

Reviewers: houcem.channouf
Differential Revision: https://fab.valuein.fr/D27