feat: add customer creation and invitation functionality in Helpdesk CRM

crm/fcrm/doctype/helpdesk_crm_settings/helpdesk_crm_settings.py

@@ -33,6 +33,17 @@ class HelpdeskCRMSettings(Document):
 			).insert()
 
 
+@frappe.whitelist()
+def create_customer_in_helpdesk(name, email):
+	helpdesk_crm_settings = frappe.get_single("Helpdesk CRM Settings")
+	if not helpdesk_crm_settings.enabled:
+		frappe.throw(_("Helpdesk is not integrated with the CRM"))
+
+	if not helpdesk_crm_settings.is_helpdesk_in_different_site:
+		# from helpdesk.integrations.crm.api import create_customer
+		return create_customer(name, email)
+
+
 def get_helpdesk_script():
 	return """class CRMDeal {
     onLoad() {
@@ -44,7 +55,12 @@ def get_helpdesk_script():
                     {
                         label: "Create customer in Helpdesk",
                         onClick: () => {
-                            toast.success("Success Message")
+                            call('crm.fcrm.doctype.helpdesk_crm_settings.helpdesk_crm_settings.create_customer_in_helpdesk', {
+                                name: this.doc.organization,
+                                email: this.doc.email
+                            }).then((a) => {
+                                toast.success("Customer created successfully, " + a.customer)
+                            })
                         }
                     }
                 ]
@@ -52,3 +68,111 @@ def get_helpdesk_script():
         )
     }
 }"""
+
+# Helpdesk methods TODO: move to helpdesk.integrations.crm.api
+def create_customer(name, email):
+	customer = frappe.db.exists("HD Customer", name)
+	if not customer:
+		customer = frappe.get_doc(
+			{
+				"doctype": "HD Customer",
+				"customer_name": name,
+			}
+		)
+		customer.insert(ignore_permissions=True, ignore_if_duplicate=True)
+	else:
+		customer = frappe.get_doc("HD Customer", customer)
+
+	contact = frappe.db.exists("Contact", {"email_id": email})
+	if contact:
+		contact = frappe.get_doc("Contact", contact)
+		contact.append(
+			"links", {"link_doctype": "HD Customer", "link_name": customer.name}
+		)
+		contact.save(ignore_permissions=True)
+	else:
+		contact = frappe.get_doc(
+			{
+				"doctype": "Contact",
+				"first_name": email.split("@")[0],
+				"email_ids": [{"email_id": email, "is_primary": 1}],
+				"links": [{"link_doctype": "HD Customer", "link_name": customer.name}],
+			}
+		)
+		contact.insert(ignore_permissions=True)
+
+	if not frappe.db.exists("User", contact.email_id):
+		invite_user(contact.name)
+	else:
+		base_url = frappe.utils.get_url() + "/helpdesk"
+		frappe.sendmail(
+			recipients=[contact.email_id],
+			subject="Welcome existing user to Helpdesk",
+			message=f"""
+				<h1>Hello,</h1>
+				<button>{base_url}</button>
+			""",
+			now=True,
+		)
+
+	return {"customer": customer.name, "contact": contact.name}
+
+
+def invite_user(contact: str):
+	contact = frappe.get_doc("Contact", contact)
+	contact.check_permission()
+
+	if not contact.email_id:
+		frappe.throw(_("Please set Email Address"))
+
+	user = frappe.get_doc(
+		{
+			"doctype": "User",
+			"first_name": contact.first_name,
+			"last_name": contact.last_name,
+			"email": contact.email_id,
+			"user_type": "Website User",
+			"send_welcome_email": 0
+		}
+	).insert()
+
+	contact.user = user.name
+	contact.save(ignore_permissions=True)
+
+	send_welcome_mail_to_user(user)
+	return user.name
+
+
+def send_welcome_mail_to_user(user):
+	from frappe.utils import get_url
+	from frappe.utils.user import get_user_fullname
+
+	link = user.reset_password()
+
+	frappe.cache.hset("redirect_after_login", user.name, "/helpdesk")
+
+	site_url = get_url()
+	subject = _("Welcome to Helpdesk")
+
+	created_by = get_user_fullname(frappe.session["user"])
+	if created_by == "Guest":
+		created_by = "Administrator"
+
+	args = {
+		"first_name": user.first_name or user.last_name or "user",
+		"last_name": user.last_name,
+		"user": user.name,
+		"title": subject,
+		"login_url": get_url(),
+		"created_by": created_by,
+		"site_url": site_url,
+		"link": link
+	}
+
+	frappe.sendmail(
+		recipients=[user.email],
+		subject=subject,
+		template="helpdesk_invitation",
+		args=args,
+		now=True,
+	)

crm/templates/emails/helpdesk_invitation.html

@@ -0,0 +1,24 @@
+<p>
+	{{_("Hello")}} {{ first_name }}{% if last_name %} {{ last_name}}{% endif %},
+</p>
+{% set site_link = "<a href='" + site_url + "'>" + site_url + "</a>" %}
+<p>{{_("A new account has been created for you at {0}").format(site_link)}}.</p>
+<p>{{_("Your login id is")}}: <b>{{ user }}</b>
+<p>{{_("Click on the link below to complete your registration and set a new password")}}.</p>
+
+<p style="margin: 15px 0px;">
+	<a href="{{ link }}" rel="nofollow" class="btn btn-primary">{{ _("Complete Registration") }}</a>
+</p>
+
+{% if created_by != "Administrator" %}
+<br>
+<p style="margin-top: 15px">
+	{{_("Thanks")}},<br>
+	{{ created_by }}
+</p>
+{% endif %}
+<br>
+<p>
+	{{_("You can also copy-paste following link in your browser")}}<br>
+	<a href="{{ link }}">{{ link }}</a>
+</p>