feat: add existing users

crm/fcrm/doctype/crm_user/crm_user.py

@@ -21,6 +21,26 @@ class CRMUser(Document):
 				self.image = user.user_image
 
 
+@frappe.whitelist()
+def add_existing_users(users, role='Sales User'):
+	"""
+	Add existing users to the CRM User doctype.
+	:param users: List of user names to be added
+	"""
+	frappe.only_for(["System Manager", "Sales Manager"])
+	users = frappe.parse_json(users)
+
+	for user in users:
+		if not frappe.db.exists("CRM User", {"user": user}):
+			new_user = frappe.new_doc("CRM User")
+			new_user.user = user
+			new_user.save(ignore_permissions=True)
+
+			update_user_role(user, role)
+		else:
+			frappe.throw(f"User {user} already exists")
+
+
 @frappe.whitelist()
 def update_user_role(user, new_role):
 	"""
@@ -29,7 +49,7 @@ def update_user_role(user, new_role):
 	:param new_role: The new role to assign (Sales Manager or Sales User)
 	"""
 
-	frappe.only_for(["System Manager", "System Manager"])
+	frappe.only_for(["System Manager", "Sales Manager"])
 
 	if new_role not in ["System Manager", "Sales Manager", "Sales User"]:
 		frappe.throw("Cannot assign this role")
@@ -55,6 +75,6 @@ def update_user_status(user, status):
 	:param user: The name of the user
 	:param status: The status to set (1 for active, 0 for inactive)
 	"""
-	frappe.only_for("Sales Manager")
+	frappe.only_for(["System Manager", "Sales Manager"])
 
 	frappe.db.set_value("CRM User", user, "is_active", status)

frontend/components.d.ts

@@ -12,6 +12,7 @@ declare module 'vue' {
     Activities: typeof import('./src/components/Activities/Activities.vue')['default']
     ActivityHeader: typeof import('./src/components/Activities/ActivityHeader.vue')['default']
     ActivityIcon: typeof import('./src/components/Icons/ActivityIcon.vue')['default']
+    AddExistingUserModal: typeof import('./src/components/Modals/AddExistingUserModal.vue')['default']
     AddressIcon: typeof import('./src/components/Icons/AddressIcon.vue')['default']
     AddressModal: typeof import('./src/components/Modals/AddressModal.vue')['default']
     Agents: typeof import('./src/components/Settings/Agents.vue')['default']

frontend/src/components/Modals/AddExistingUserModal.vue

@@ -0,0 +1,113 @@
+<template>
+  <Dialog
+    v-model="show"
+    :options="{ title: __('Add Existing User') }"
+    @close="show = false"
+  >
+    <template #body-content>
+      <div class="flex gap-1 border rounded mb-4 p-2 text-ink-gray-5">
+        <FeatherIcon name="info" class="size-3.5" />
+        <p class="text-sm">
+          {{
+            __(
+              'Add existing system users to this CRM. Assign them a role to grant access with their current credentials.',
+            )
+          }}
+        </p>
+      </div>
+
+      <label class="block text-xs text-ink-gray-5 mb-1.5">
+        {{ __('Users') }}
+      </label>
+
+      <div class="p-2 group bg-surface-gray-2 hover:bg-surface-gray-3 rounded">
+        <MultiSelectEmailInput
+          class="flex-1"
+          inputClass="!bg-surface-gray-2 hover:!bg-surface-gray-3 group-hover:!bg-surface-gray-3"
+          :placeholder="__('john@doe.com')"
+          v-model="newUsers"
+          :validate="validateEmail"
+          :existingEmails="props.users.data.map((user) => user.name)"
+          :error-message="
+            (value) => __('{0} is an invalid email address', [value])
+          "
+        />
+      </div>
+      <FormControl
+        type="select"
+        class="mt-4"
+        v-model="role"
+        :label="__('Role')"
+        :options="roleOptions"
+        :description="description"
+      />
+    </template>
+    <template #actions>
+      <div class="flex justify-end gap-2">
+        <Button
+          variant="solid"
+          :label="__('Add')"
+          :disabled="!newUsers.length"
+          @click="addNewUser.submit()"
+          :loading="addNewUser.loading"
+        />
+      </div>
+    </template>
+  </Dialog>
+</template>
+
+<script setup>
+import MultiSelectEmailInput from '@/components/Controls/MultiSelectEmailInput.vue'
+import { validateEmail } from '@/utils'
+import { usersStore } from '@/stores/users'
+import { createResource, toast } from 'frappe-ui'
+import { ref, computed } from 'vue'
+
+const { users: usersResource, isAdmin, isManager } = usersStore()
+
+const show = defineModel()
+
+const props = defineProps({
+  users: Object,
+})
+
+const newUsers = ref([])
+const role = ref('Sales User')
+
+const description = computed(() => {
+  return {
+    'System Manager':
+      'Can manage all aspects of the CRM, including user management, customizations and settings.',
+    'Sales Manager':
+      'Can manage and invite new users, and create public & private views (reports).',
+    'Sales User':
+      'Can work with leads and deals and create private views (reports).',
+  }[role.value]
+})
+
+const roleOptions = computed(() => {
+  return [
+    { value: 'Sales User', label: __('Sales User') },
+    ...(isManager() ? [{ value: 'Sales Manager', label: __('Manager') }] : []),
+    ...(isAdmin() ? [{ value: 'System Manager', label: __('Admin') }] : []),
+  ]
+})
+
+const addNewUser = createResource({
+  url: 'crm.fcrm.doctype.crm_user.crm_user.add_existing_users',
+  makeParams: () => ({
+    users: JSON.stringify(newUsers.value),
+    role: role.value,
+  }),
+  onSuccess: () => {
+    toast.success(__('Users added successfully'))
+    newUsers.value = []
+    show.value = false
+    usersResource.reload()
+    props.users.list.reload()
+  },
+  onError: (error) => {
+    toast.error(error.messages[0] || __('Failed to add users'))
+  },
+})
+</script>

frontend/src/components/Settings/Settings.vue

@@ -44,7 +44,6 @@
 import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
 import ERPNextIcon from '@/components/Icons/ERPNextIcon.vue'
 import PhoneIcon from '@/components/Icons/PhoneIcon.vue'
-import InviteIcon from '@/components/Icons/InviteIcon.vue'
 import Email2Icon from '@/components/Icons/Email2Icon.vue'
 import Users from '@/components/Settings/Users.vue'
 import GeneralSettings from '@/components/Settings/GeneralSettings.vue'
@@ -97,7 +96,7 @@ const tabs = computed(() => {
         },
         {
           label: __('Invite User'),
-          icon: InviteIcon,
+          icon: 'user-plus',
           component: markRaw(InviteUserPage),
           condition: () => isManager(),
         },

frontend/src/components/Settings/Users.vue

@@ -127,10 +127,16 @@
       </div>
     </ul>
   </div>
+  <AddExistingUserModal
+    v-if="showAddExistingModal"
+    v-model="showAddExistingModal"
+    :users="users"
+  />
 </template>
 
 <script setup>
 import LucideCheck from '~icons/lucide/check'
+import AddExistingUserModal from '@/components/Modals/AddExistingUserModal.vue'
 import { activeSettingsPage } from '@/composables/settings'
 import { usersStore } from '@/stores/users'
 import {