Merger Jan 12 #116
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Merger Jan 12 #116
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- HubSpot card UI extension (platformVersion 2025.2) - Deal sidebar card for referral management - React-based UI with company/program/session selection - Referral creation and status updates - Vercel Next.js API backend - HubSpot API integration layer - Endpoints for companies, programs, sessions, referrals - Association and batch read helpers - Comprehensive documentation - Full README with architecture and setup - Quick start guide for 15-min deployment - API endpoint documentation - Troubleshooting guide Project structure supports: - Custom object associations (Program, Session, Referral) - Deal-to-Company-to-Program-to-Session flow - Outreach status and client interest tracking - Configurable via environment variables
Build referral builder module for HubSpot API
Updates the Camp Referral Builder to use the correct 2025.02 HubSpot property schema with the following improvements: Backend changes: - Update property names: referral_status (was referral_outreach_status), client_interest (was referral_client_interest) - Add support for all new properties: previously_sent_to_camp, referral_name, copied_from_deal_key, copied_from_year, email tracking - Implement robust upsert logic: search for existing referrals by key to prevent duplicates - Add dynamic association type ID fetching instead of hardcoded values - Add helper functions for searching objects by property - Add GET /api/referrals/properties endpoint to fetch enum definitions - Auto-populate referral_name, copied_from_deal_key, and copied_from_year on create Frontend changes: - Load property dropdown options dynamically from API - Fix property names in Save button (referral_status, client_interest) - Add Content-Type: application/json header to API requests - Clear form completely after successful create - Show create vs update message based on response - Load property definitions on component mount Documentation: - Update README with 2025.02 schema changes section - Document all new properties and their purposes - Update API endpoint documentation - Add new properties endpoint to API docs - Update environment variable examples
…schema-LNO3X feat: Update referral builder to 2025.02 HubSpot schema
…downs
This commit addresses three key issues:
1. Fix create referral submit error:
- Created new /api/deals/[dealId]/context endpoint to fetch deal's associated companyId
- Updated ReferralBuilderCard.tsx to fetch and use dealCompanyId on load
- Submit blocked until dealId and companyId are available
- Show user-facing warning if deal has no associated company
2. Add referral_status and client_interest dropdowns:
- Added two Select dropdowns to the "Add referral" form
- Values included in payload to /api/referrals/create
- Properties written to referral object in HubSpot
- Leverages existing API support (no changes to route.ts needed)
3. Program/session dropdown labels:
- Verified APIs already return { id, name } objects
- UI already displays name as label, uses id as value
- No code changes needed (APIs were already correct)
Files modified:
- NEW: vercel-api/src/app/api/deals/[dealId]/context/route.ts
- MODIFIED: hubspot-card/src/app/cards/ReferralBuilderCard.tsx
- NEW: referral-builder/TEST_CHECKLIST.md
- NEW: referral-builder/CHANGES.md
…ation-6dCfN feat: Fix HubSpot referral creation flow and add status/interest drop…
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