fix: send invitation email, expire invitation, and create user on accepting invitation

crm/fcrm/doctype/crm_invitation/crm_invitation.js

@@ -1,8 +1,12 @@
 // Copyright (c) 2024, Frappe Technologies Pvt. Ltd. and contributors
 // For license information, please see license.txt
 
-// frappe.ui.form.on("CRM Invitation", {
+frappe.ui.form.on("CRM Invitation", {
-// 	refresh(frm) {
+	refresh(frm) {
-		
+		if (frm.doc.status != "Accepted") {
-// 	},
+			frm.add_custom_button(__("Accept Invitation"), () => {
-// });
+				return frm.call("accept_invitation");
+			});
+		}
+	},
+});

crm/fcrm/doctype/crm_invitation/crm_invitation.py

@@ -6,4 +6,74 @@ from frappe.model.document import Document
 
 
 class CRMInvitation(Document):
-	pass
+	def before_insert(self):
+		frappe.utils.validate_email_address(self.email, True)
+
+		self.key = frappe.generate_hash(length=12)
+		self.invited_by = frappe.session.user
+		self.status = "Pending"
+
+	def after_insert(self):
+		self.invite_via_email()
+
+	def invite_via_email(self):
+		invite_link = frappe.utils.get_url(f"/api/method/crm.api.accept_invitation?key={self.key}")
+		if frappe.local.dev_server:
+			print(f"Invite link for {self.email}: {invite_link}")
+
+		title = f"Frappe CRM"
+		template = "crm_invitation"
+
+		frappe.sendmail(
+			recipients=self.email,
+			subject=f"You have been invited to join {title}",
+			template=template,
+			args={"title": title, "invite_link": invite_link},
+			now=True,
+		)
+		self.db_set("email_sent_at", frappe.utils.now())
+
+	@frappe.whitelist()
+	def accept_invitation(self):
+		frappe.only_for("System Manager")
+		self.accept()
+
+	def accept(self):
+		if self.status == "Expired":
+			frappe.throw("Invalid or expired key")
+
+		user = self.create_user_if_not_exists()
+		user.append_roles(self.role)
+		user.save(ignore_permissions=True)
+
+		self.status = "Accepted"
+		self.accepted_at = frappe.utils.now()
+		self.save(ignore_permissions=True)
+
+	def create_user_if_not_exists(self):
+		if not frappe.db.exists("User", self.email):
+			first_name = self.email.split("@")[0].title()
+			user = frappe.get_doc(
+				doctype="User",
+				user_type="System User",
+				email=self.email,
+				send_welcome_email=0,
+				first_name=first_name,
+			).insert(ignore_permissions=True)
+		else:
+			user = frappe.get_doc("User", self.email)
+		return user
+
+
+def expire_invitations():
+	"""expire invitations after 3 days"""
+	from frappe.utils import add_days, now
+
+	days = 3
+	invitations_to_expire = frappe.db.get_all(
+		"CRM Invitation", filters={"status": "Pending", "creation": ["<", add_days(now(), -days)]}
+	)
+	for invitation in invitations_to_expire:
+		invitation = frappe.get_doc("CRM Invitation", invitation.name)
+		invitation.status = "Expired"
+		invitation.save(ignore_permissions=True)

crm/templates/emails/crm_invitation.html

@@ -0,0 +1,4 @@
+<h2>You have been invited to join Frappe CRM</h2>
+<p>
+	<a class="btn btn-primary" href="{{ invite_link }}">Accept Invitation</a>
+</p>