Invite Church Persons to be Portal Users

church/church_foundations/workspace/manual:_website/manual:_website.json

@@ -1,6 +1,6 @@
 {
  "charts": [],
- "content": "[{\"id\":\"nnvMTG5Sl5\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h1\\\" style=\\\"font-weight: normal;\\\">\ud83c\udf10Website&nbsp;Manual</span>\",\"col\":12}},{\"id\":\"B-CtTCmVDX\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span style=\\\"font-weight: normal;\\\">The website module manages and configures a public facing website for the church using data from other modules (i.e. Foundations, Missions, Ministries, etc).</span>\",\"col\":12}},{\"id\":\"8qBfIl0adi\",\"type\":\"paragraph\",\"data\":{\"text\":\"Various information in the system (i.e. Beliefs, Missionaries, Ministries, etc), may be used to populate the public facing website.\",\"col\":12}},{\"id\":\"kHbqzTGDhX\",\"type\":\"paragraph\",\"data\":{\"text\":\"The website 'feature' has not been fully developed but is on the <a href=\\\"https://github.com/meichthys/church#%EF%B8%8F-feature-roadmap\\\">roadmap</a>.\",\"col\":12}}]",
+ "content": "[{\"id\":\"nnvMTG5Sl5\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span class=\\\"h1\\\" style=\\\"font-weight: normal;\\\">\ud83c\udf10Website&nbsp;Manual</span>\",\"col\":12}},{\"id\":\"B-CtTCmVDX\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span style=\\\"font-weight: normal;\\\">The website module consists of two main features: a public website, and a user portal.</span>\",\"col\":12}},{\"id\":\"kHbqzTGDhX\",\"type\":\"paragraph\",\"data\":{\"text\":\"\u26a0\ufe0f&nbsp;The website and portal 'features' have not been fully developed but the features are on the <a href=\\\"https://github.com/meichthys/church#%EF%B8%8F-feature-roadmap\\\" draggable=\\\"false\\\">roadmap</a>.\",\"col\":12}},{\"id\":\"fAFxFk8rny\",\"type\":\"header\",\"data\":{\"text\":\"\ud83c\udf0e<span class=\\\"h4\\\"><b>Website</b></span>\",\"col\":12}},{\"id\":\"WCW6FzkHwB\",\"type\":\"paragraph\",\"data\":{\"text\":\"<span style=\\\"font-weight: normal;\\\">The public facing website is accessible by anyone and can be dynamically updated based on information in the Church App </span>(i.e. Beliefs, Missionaries, Ministries, etc).<br><span style=\\\"font-weight: normal;\\\">User accounts with \\\"Church Manager\\\" permissions can <i>modify</i> the website.<br>No user account is required to <i>view</i> the website - anyone with an internet connection and a web browser can view the public website.</span>\",\"col\":12}},{\"id\":\"nZdduTPzRH\",\"type\":\"header\",\"data\":{\"text\":\"\ud83d\udc64<span class=\\\"h4\\\"><b>User Portal</b></span>\",\"col\":12}},{\"id\":\"8qBfIl0adi\",\"type\":\"paragraph\",\"data\":{\"text\":\"The user portal requires login credentials and provides users a personalized interface for accessing church information (i.e. Personal Profile, Prayer Requests, Alms Requests, etc).<br>Portal users cannot access all information in the Church App, they can only access information related to their 'Church Person', or information shared with them (i.e. non-private prayer requests).\",\"col\":12}}]",
  "creation": "2025-10-26 22:57:00.373845",
  "custom_blocks": [],
  "docstatus": 0,
@@ -13,7 +13,7 @@
  "is_hidden": 0,
  "label": "Manual: Website",
  "links": [],
- "modified": "2025-11-02 01:31:42.840957",
+ "modified": "2026-02-02 23:18:28.432425",
  "modified_by": "Administrator",
  "module": "Church Foundations",
  "name": "Manual: Website",

church/church_people/doctype/church_person/church_person.js

@@ -8,11 +8,20 @@ frappe.ui.form.on("Church Person", {
 			frm.add_custom_button(__('New Family From Person'), function () {
 				frm.call("new_family_from_person")
 			})
-		};
+		}
+
+		// Add 'Invite to Portal' button if email is provided and no Portal User is linked
+		if (frm.doc.email && !frm.doc.portal_user) {
+			frm.add_custom_button(__('Invite to Portal'), function () {
+				frm.call("invite_to_portal")
+			});
+		}
+
 		// Add 'Church Person Tour' button
 		frm.add_custom_button(__('Tutorial'), function () {
 			frm.tour.init("Church Person").then(() => frm.tour.start());
 		});
+
 	},
 
 	after_save(frm) {
@@ -20,5 +29,3 @@ frappe.ui.form.on("Church Person", {
 	},
 
 });
-
-

church/church_people/doctype/church_person/church_person.json

@@ -18,7 +18,7 @@
   "photo",
   "birthday",
   "alergies",
-  "app_user",
+  "portal_user",
   "church_records_section",
   "is_member",
   "membership_date",
@@ -296,9 +296,9 @@
    "print_hide": 1
   },
   {
-   "fieldname": "app_user",
+   "fieldname": "portal_user",
    "fieldtype": "Link",
-   "label": "App User",
+   "label": "Portal User",
    "options": "User"
   }
  ],
@@ -327,7 +327,7 @@
    "link_fieldname": "recipient"
   }
  ],
- "modified": "2025-12-18 23:37:10.065945",
+ "modified": "2026-02-02 22:55:22.764479",
  "modified_by": "Administrator",
  "module": "Church People",
  "name": "Church Person",

church/church_people/doctype/church_person/church_person.py

@@ -122,10 +122,41 @@ class ChurchPerson(Document):
 			else:
 				role.is_current_role = 0
 
+	@frappe.whitelist()
+	def invite_to_portal(self):
+		# Check if user already exists with this email
+		user = frappe.db.exists("User", {"email": self.email})
+
+		if not user:
+			# Create a new portal user
+			new_user = frappe.new_doc("User")
+			new_user.email = self.email
+			new_user.first_name = self.first_name
+			new_user.last_name = self.last_name
+			new_user.send_welcome_email = 1
+			new_user.enabled = 1
+			new_user.role_profile_name = "Church User"
+			new_user.save(ignore_permissions=True)
+
+			# Update Church Person to mark as portal user
+			self.portal_user = new_user.name
+			self.save(ignore_permissions=True)
+
+			frappe.msgprint(
+				f"👤 Portal user created and linked: <a href='/app/user/{new_user.name}'>{self.full_name}</a>"
+			)
+		else:
+			# User already exists, just update the portal_user field
+			self.portal_user = user
+			self.save(ignore_permissions=True)
+			frappe.msgprint(
+				f"⚠️ Portal user <a href='/app/user/{user}'>{user}</a> already exists. User is now linked to this person."
+			)
+
 
 def get_list_context(context):
 	# Only show documents related to the active user
-	context.filters = {"app_user": frappe.session.user}
+	context.filters = {"portal_user": frappe.session.user}
 	# Sort the portal list view by status descending
 	context.order_by = "modified desc"
 	return context