BTHAB-186: Add case's opportunity details #977
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The renaming is to align with other objects and provides more meaningful
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Update case opportunity statuses, and total amounts when: * Create or update sales order contribution * Create or update sales order * Create a payment
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olayiwola-compucorp
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Sep 22, 2023
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This PR adds a new custom group, Case Opportunity" that contains a list of:
Total Quoted Amount,
Total Invoiced Amount,
Total Payment Amount,
Invoiced Status,
Payment Status,
Above amounts and statuses will be calculated and updated when:
This PR also handles a contribution deletion, so the Case Opportunity Details will also be calculated and updated contribution(s) is deleted. This also covers the update of quotation's invoicing, payment amount and statuses.
Before
Didn't exist.
After
Technical Details
To update quotation statuses and opportunity details, I employed the CiviCRM Pre-hook. This allowed us to retrieve the quotation ID from the contribution record before deleting it. Subsequently, we could use this ID to calculate new amounts and statuses for both the quotation and the case