⚡ valuein/invoice:2021-07-29-15-23 → 703 🎉 → 1814 🚀 → 99 🐛

• 🎉 Added Expose valueinvoice data into hubspot

🎉 New features

🎉 Added Expose valueinvoice data into hubspot

Summary:

Using hubspot crm card feature, expose our data into hubspot
4 kind of cards are availables :

• customer : List all billing account for current company based on the account name or crm id
• subscriptions : List all subscriptions current company
• invoices : List all invoices for current company
• quotes : List all quotes for current company or list all quotes for current deal based on quote name or references

See https://developers.hubspot.com/docs/api/crm/extensions/custom-cards for more information about crm cards

This update also allow the customer page to render directly the create quote modal and redirect to the shop with the provided reference.
This allow to create a quote almost directly from hubspot

Due to Hubspot limitation, some iframe are rendered without security to compensate the fact that hubspot can't render tables or action link

Test Plan:

Account setup :

• Create if needed a developer account on https://developers.hubspot.com/
• Create if needed a test account from the developer account
• Go on the invoice, config, hubspot and copy the redirect link
• On the developer account, create an app, use the previous link as the redirect link
• Copy the credential from Hubspot app into the invoice configuration
• Going back into the invoice configuration will now display a new installation link
• Open this link to install the application into the test account

CRM Card setup :

• Go in the developer account, create a crm card
• Choose where you want to display the card
• Use one of this url depending on the wanted card (the url must be absolute) :
  • /app_dev.php/hubspot/api/customer
  • /app_dev.php/hubspot/api/quotes (this url will detect if we are on a deal page to show only quote for the current deal)
  • /app_dev.php/hubspot/api/subscriptions
  • /app_dev.php/hubspot/api/invoices

CRM Card test :

• Open or create a company, the crm card will load and render correctly

Reviewers: houcem.channouf

Differential Revision: https://fab.valuein.fr/D15