Added flow for verifying emails

erpnext/crm/doctype/appointment/appointment.py

@@ -13,45 +13,85 @@ from frappe.desk.form.assign_to import add as add_assignemnt
 
 
 class Appointment(Document):
-	def validate(self):
+	email=''
+
+	def find_lead_by_email(self,email):
+		lead_list = frappe.get_list('Lead', filters = {'email_id':email}, ignore_permissions = True)
+		if lead_list:
+			return lead_list[0].name
+		self.email = email
+		return None
+	
+	def before_insert(self):
 		number_of_appointments_in_same_slot = frappe.db.count('Appointment', filters = {'scheduled_time':self.scheduled_time})
 		settings = frappe.get_doc('Appointment Booking Settings')
 		if(number_of_appointments_in_same_slot >= settings.number_of_agents):
 			frappe.throw('Time slot is not available')
+		# Link lead
+		self.lead = self.find_lead_by_email(self.lead)
 
-	def before_insert(self):
-		self.lead = _find_lead_by_email(self.lead).name
+	def after_insert(self):
+		# Auto assign
+		self.auto_assign()
+		# Check if lead was found 
+		if(self.lead):
+			# Create Calendar event
+			self.create_calendar_event()
+		else:
+			# Send email to confirm
+			# frappe.sendmail(recipients=[self.email],message='https:/',subject="")
+			frappe.msgprint("Please check your email to confirm the appointment")
+
+	def set_verified(self,email):
+		# Create new lead
+		self.create_lead(email)
+		# Create calender event
+		self.create_calendar_event()
+		self.save( ignore_permissions=True )
+		frappe.db.commit()
+
+	def create_lead(self,email):
+		lead = frappe.get_doc({
+			'doctype':'Lead',
+			'lead_name':self.customer_name,
+			'email_id':email,
+			'notes':self.customer_details,
+			'phone':self.customer_phone_number,
+		})
+		print(lead.insert( ignore_permissions=True ))
+		# Link lead
+		self.lead = lead.name
 
+	def auto_assign(self):
+		available_agents = _get_agents_sorted_by_asc_workload(self.scheduled_time.date())
+		for agent in available_agents:
+			if(_check_agent_availability(agent, self.scheduled_time)):
+				agent = agent[0]
+				add_assignemnt({
+					'doctype':self.doctype,
+					'name':self.name,
+					'assign_to':agent
+				})
+			break
 
-	def after_insert(self):
+	def create_calendar_event(self):
 		appointment_event = frappe.get_doc({
 			'doctype': 'Event',
 			'subject': ' '.join(['Appointment with', self.customer_name]),
 			'starts_on': self.scheduled_time,
 			'status': 'Open',
-			'type': 'Private',
+			'type': 'Public',
 			'send_reminder': frappe.db.get_single_value('Appointment Booking Settings','email_reminders'),
 			'event_participants': [dict(reference_doctype = "Lead", reference_docname = self.lead)]
 		})
+		employee = _get_employee_from_user(self._assign)
+		if employee:
+			appointment_event.append('event_participants', dict(
+				reference_doctype = 'Employee',
+				reference_docname = employee.name))
 		appointment_event.insert(ignore_permissions=True)
 		self.calendar_event = appointment_event.name
-		available_agents = _get_agents_sorted_by_asc_workload(self.scheduled_time.date())
-		for agent in available_agents:
-			if(_check_agent_availability(agent, self.scheduled_time)):
-				agent = agent[0]
-				add_assignemnt({
-					'doctype':self.doctype,
-					'name':self.name,
-					'assign_to':agent
-				})
-				employee = _get_employee_from_user(agent)
-				if employee:
-					calendar_event = frappe.get_doc('Event', self.calendar_event)
-					calendar_event.append('event_participants', dict(
-						reference_doctype= 'Employee',
-						reference_docname= employee.name))
-					calendar_event.save()
-				break
+		self.save(ignore_permissions=True)
 
 def _get_agents_sorted_by_asc_workload(date):
 	appointments = frappe.db.get_list('Appointment', fields='*')
@@ -70,13 +110,6 @@ def _get_agents_sorted_by_asc_workload(date):
 	
 	return sorted_agent_list
 
-def _find_lead_by_email(email):
-    lead_list = frappe.get_list('Lead', filters={'email_id':email}, ignore_permissions=True)
-    if lead_list:
-        return lead_list[0]
-    frappe.throw('Email ID not associated with any Lead. Please make sure to use the email address you got this mail on')
-
-
 def _get_agent_list_as_strings():
 	agent_list_as_strings = []
 	agent_list = frappe.get_doc('Appointment Booking Settings').agent_list
@@ -97,4 +130,4 @@ def _get_employee_from_user(user):
 	employee_docname = frappe.db.exists({'doctype':'Employee', 'user_id':user})
 	if employee_docname:
 		return frappe.get_doc('Employee', employee_docname[0][0]) # frappe.db.exists returns a tuple of a tuple
-	return None
+	return None

erpnext/www/book-appointment/index.py

@@ -111,18 +111,15 @@ def filter_timeslots(date, timeslots):
             filtered_timeslots.append(timeslot)
     return filtered_timeslots
 
-
 def check_availabilty(timeslot, settings):
     return frappe.db.count('Appointment', {'scheduled_time': timeslot}) < settings.number_of_agents
 
-
 def _is_holiday(date, holiday_list):
     for holiday in holiday_list.holidays:
         if holiday.holiday_date == date:
             return True
     return False
 
-
 def _get_records(start_time, end_time, settings):
     records = []
     for record in settings.availability_of_slots:
@@ -130,17 +127,14 @@ def _get_records(start_time, end_time, settings):
             records.append(record)
     return records
 
-
 def _deltatime_to_datetime(date, deltatime):
     time = (datetime.datetime.min + deltatime).time()
     return datetime.datetime.combine(date.date(), time)
 
-
 def _datetime_to_deltatime(date_time):
     midnight = datetime.datetime.combine(date_time.date(), datetime.time.min)
     return (date_time-midnight)
 
-
 def _convert_to_ist(datetime_object, timezone):
     offset = datetime.timedelta(minutes=timezone)
     datetime_object = datetime_object + offset
@@ -148,7 +142,6 @@ def _convert_to_ist(datetime_object, timezone):
     datetime_object = datetime_object - offset
     return datetime_object
 
-
 def _convert_to_tz(datetime_object, timezone):
     offset = datetime.timedelta(minutes=timezone)
     datetime_object = datetime_object - offset

erpnext/www/book-appointment/verify/index.html

@@ -0,0 +1,18 @@
+{% extends "templates/web.html" %}
+
+{% block title %}
+{{ _("Verify Email") }}
+{% endblock%}
+    
+{% block page_content %}
+
+    {% if success==True %}
+        <div class="alert alert-success">
+            Your email has been verified and your appointment has been scheduled
+        </div>
+    {% else %}
+        <div class="alert alert-danger">
+            Verification failed please check the link
+        </div>
+    {% endif %}
+{% endblock%}

erpnext/www/book-appointment/verify/index.py

@@ -0,0 +1,14 @@
+import frappe
+@frappe.whitelist(allow_guest=True)
+def get_context(context):
+    email = frappe.form_dict['email']
+    appointment_name = frappe.form_dict['appointment']
+    if email and appointment_name:
+        appointment = frappe.get_doc('Appointment',appointment_name)
+        appointment.set_verified(email)
+        context.success = True
+        return context
+    else:
+        print('Something not found')
+        context.success = False
+        return context