feat: notify assigned users on incoming emails

crm/api/communication.py

@@ -0,0 +1,110 @@
+import frappe
+from frappe import _
+
+from crm.api.doc import get_assigned_users
+from crm.fcrm.doctype.crm_notification.crm_notification import notify_user
+
+
+def after_insert(doc, method):
+	"""
+	Notify assigned users when an email is received on a Lead or Deal.
+
+	This hook is triggered after a Communication document is created.
+	We only process incoming emails that are linked to CRM Lead or CRM Deal.
+	"""
+	if not (
+		doc.communication_medium == "Email"
+		and doc.sent_or_received == "Received"
+	):
+		return
+
+	if doc.reference_doctype not in ["CRM Lead", "CRM Deal"]:
+		return
+
+	if not doc.reference_name:
+		return
+
+	notify_email_received(doc)
+
+
+def notify_email_received(doc):
+	"""
+	Create notifications for all users assigned to the Lead/Deal.
+
+	If the email is linked to a converted Lead, we notify the Deal assignees instead,
+	since the Deal is now the active record for this customer.
+
+	Args:
+		doc: Communication document instance
+	"""
+	reference_doctype = doc.reference_doctype
+	reference_name = doc.reference_name
+	reference_doc = None
+
+	if reference_doctype == "CRM Lead":
+		try:
+			reference_doc = frappe.get_doc("CRM Lead", reference_name)
+			if reference_doc.converted:
+				deal_name = frappe.db.get_value(
+					"CRM Deal",
+					{"lead": reference_name},
+					"name",
+					order_by="creation desc"
+				)
+				if deal_name:
+					reference_doctype = "CRM Deal"
+					reference_name = deal_name
+					reference_doc = frappe.get_doc(reference_doctype, reference_name)
+		except (frappe.DoesNotExistError, frappe.ValidationError):
+			return
+	else:
+		try:
+			reference_doc = frappe.get_doc(reference_doctype, reference_name)
+		except (frappe.DoesNotExistError, frappe.ValidationError):
+			return
+
+	assigned_users = get_assigned_users(reference_doctype, reference_name)
+	if not assigned_users:
+		return
+
+	doctype = reference_doctype
+	if doctype and doctype.startswith("CRM "):
+		doctype = doctype[4:].lower()
+
+	if reference_doctype == "CRM Lead":
+		display_name = reference_doc.lead_name or reference_name
+	elif reference_doctype == "CRM Deal":
+		display_name = (
+			reference_doc.organization
+			or reference_doc.lead_name
+			or reference_name
+		)
+	else:
+		display_name = reference_name
+
+	sender_name = doc.sender_full_name or doc.sender or _("Someone")
+
+	notification_text = f"""
+		<div class="mb-2 leading-5 text-ink-gray-5">
+			<span class="font-medium text-ink-gray-9">{sender_name}</span>
+			<span>{_('sent an email to {0}').format(doctype)}</span>
+			<span class="font-medium text-ink-gray-9">{display_name}</span>
+		</div>
+	"""
+
+	message = doc.subject or _("No subject")
+
+	for user in assigned_users:
+		notify_user(
+			{
+				"owner": doc.owner,
+				"assigned_to": user,
+				"notification_type": "Email",
+				"message": message,
+				"notification_text": notification_text,
+				"reference_doctype": "Communication",
+				"reference_docname": doc.name,
+				"redirect_to_doctype": reference_doctype,
+				"redirect_to_docname": reference_name,
+			}
+		)

crm/fcrm/doctype/crm_notification/crm_notification.json

@@ -34,7 +34,7 @@
    "fieldtype": "Select",
    "in_list_view": 1,
    "label": "Type",
-   "options": "Mention\nTask\nAssignment\nWhatsApp",
+   "options": "Mention\nTask\nAssignment\nWhatsApp\nEmail",
    "reqd": 1
   },
   {
@@ -116,7 +116,7 @@
  ],
  "index_web_pages_for_search": 1,
  "links": [],
- "modified": "2024-09-23 19:34:08.635305",
+ "modified": "2025-10-28 16:48:35.523319",
  "modified_by": "Administrator",
  "module": "FCRM",
  "name": "CRM Notification",
@@ -159,7 +159,8 @@
    "write": 1
   }
  ],
+ "row_format": "Dynamic",
  "sort_field": "modified",
  "sort_order": "DESC",
  "states": []
-}
+}

crm/hooks.py

@@ -153,6 +153,9 @@
 		"validate": ["crm.api.whatsapp.validate"],
 		"on_update": ["crm.api.whatsapp.on_update"],
 	},
+	"Communication": {
+		"after_insert": ["crm.api.communication.after_insert"],
+	},
 	"CRM Deal": {
 		"on_update": [
 			"crm.fcrm.doctype.erpnext_crm_settings.erpnext_crm_settings.create_customer_in_erpnext"

frontend/src/components/Notifications.vue

@@ -47,6 +47,7 @@
               :class="[n.read ? 'bg-transparent' : 'bg-surface-gray-7']"
             />
             <WhatsAppIcon v-if="n.type == 'WhatsApp'" class="size-7" />
+            <Email2Icon v-else-if="n.type == 'Email'" class="size-7" />
             <UserAvatar v-else :user="n.from_user.name" size="lg" />
           </div>
           <div>
@@ -82,6 +83,7 @@
 </template>
 <script setup>
 import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
+import Email2Icon from '@/components/Icons/Email2Icon.vue'
 import MarkAsDoneIcon from '@/components/Icons/MarkAsDoneIcon.vue'
 import NotificationsIcon from '@/components/Icons/NotificationsIcon.vue'
 import UserAvatar from '@/components/UserAvatar.vue'

frontend/src/pages/MobileNotification.vue

@@ -34,6 +34,7 @@
             :class="[n.read ? 'bg-transparent' : 'bg-surface-gray-7']"
           />
           <WhatsAppIcon v-if="n.type == 'WhatsApp'" class="size-7" />
+          <Email2Icon v-else-if="n.type == 'Email'" class="size-7" />
           <UserAvatar v-else :user="n.from_user.name" size="lg" />
         </div>
         <div>
@@ -66,6 +67,7 @@
 <script setup>
 import LayoutHeader from '@/components/LayoutHeader.vue'
 import WhatsAppIcon from '@/components/Icons/WhatsAppIcon.vue'
+import Email2Icon from '@/components/Icons/Email2Icon.vue'
 import MarkAsDoneIcon from '@/components/Icons/MarkAsDoneIcon.vue'
 import NotificationsIcon from '@/components/Icons/NotificationsIcon.vue'
 import UserAvatar from '@/components/UserAvatar.vue'