docs/agent/implementation-notes/IMPLEMENTATION_SUMMARY.md

# User Invitation System - Implementation Summary

## What We've Created

### 1. Database Migration
**File:** `supabase/migrations/11_user_invitations.sql`
- New table: `user_invitations`
- New enums: `invitation_status`, `invitation_method`
- Indexes for performance
- Constraints for data integrity
- Auto-expiry function

### 2. Models & Schemas
**Files:**
- `src/app/models/invitation.py` - SQLAlchemy model
- `src/app/schemas/invitation.py` - Pydantic schemas for validation

### 3. Core Services
**Files:**
- `src/app/services/token_service.py` - Secure token generation/validation
- `src/app/services/notification_service.py` - WhatsApp & Email delivery
- `src/app/services/invitation_service.py` - Core invitation logic

### 4. Templates
**Files:**
- `src/app/templates/whatsapp/invitation.txt` - WhatsApp message template
- `src/app/templates/emails/invitation.html` - HTML email template

### 5. Configuration
**Files:**
- `.env.example` - Updated with new environment variables
- `docs/agent/ENV_VARIABLES_SETUP.md` - Setup guide

## Key Design Decisions

### ✅ User Status Enum - KEPT
- `invited`, `pending_setup`, `active`, `suspended` remain in `user_status` enum
- These track POST-acceptance state (after user exists)
- `user_invitations` table tracks PRE-acceptance state

### ✅ Domain-Only Storage
- Store `APP_DOMAIN=swiftops.atomio.tech` (no protocol)
- Store `APP_PROTOCOL=https` separately
- Construct URLs as needed: `{protocol}://{domain}/{path}`
- Easy to extract domain for documents, branding, etc.

### ✅ Smart Notification Delivery
- **Default:** WhatsApp first (saves Resend credits)
- **Fallback:** Automatically try Email if WhatsApp fails
- **Options:** `whatsapp`, `email`, or `both`
- **Tracking:** Log delivery status for both methods

### ✅ Security
- Cryptographically secure tokens (32 chars)
- 72-hour expiry (configurable)
- Duplicate invitation prevention
- Authorization checks (who can invite whom)

## Invitation Flow

```
1. Platform Admin creates Client/Contractor
   ↓
2. Admin invites user (email + optional phone)
   ↓
3. System creates invitation record with secure token
   ↓
4. Notification sent (WhatsApp → Email fallback)
   ↓
5. User clicks link: https://swiftops.atomio.tech/accept-invitation?token=xxx
   ↓
6. Frontend validates token
   ↓
7. User fills registration form (name, password)
   ↓
8. Backend creates Supabase Auth user + local profile
   ↓
9. Invitation marked as accepted
   ↓
10. User logged in automatically
```

## Authorization Rules

| Inviter Role | Can Invite To |
|--------------|---------------|
| `platform_admin` | Any organization, any role |
| `client_admin` | Their client only |
| `contractor_admin` | Their contractor only |
| Other roles | Cannot invite |

## Environment Variables Needed

```env
# Application
APP_DOMAIN=swiftops.atomio.tech
APP_PROTOCOL=https
INVITATION_TOKEN_EXPIRY_HOURS=72

# Email (Resend)
RESEND_API_KEY=re_xxx
RESEND_FROM_EMAIL=swiftops@atomio.tech

# WhatsApp (WaSender)
WASENDER_API_KEY=xxx
WASENDER_PHONE_NUMBER=+254xxx
WASENDER_API_URL=https://api.wasender.com/v1
```

## Next Steps (Not Yet Implemented)

### Phase 1: API Endpoints
- [ ] Create `src/app/api/v1/invitations.py`
- [ ] Implement invitation CRUD endpoints
- [ ] Add to router

### Phase 2: Update Existing Endpoints
- [ ] Add existence checks to `create_client()`
- [ ] Add existence checks to `create_contractor()`
- [ ] Update auth registration to require invitation token

### Phase 3: Testing
- [ ] Unit tests for services
- [ ] Integration tests for API endpoints
- [ ] Test notification delivery
- [ ] Test authorization rules

### Phase 4: Frontend Integration
- [ ] Invitation acceptance page
- [ ] Token validation
- [ ] Registration form
- [ ] Error handling

## Files Created

```
supabase/migrations/
└── 11_user_invitations.sql

src/app/
├── models/
│   └── invitation.py
├── schemas/
│   └── invitation.py
├── services/
│   ├── __init__.py
│   ├── token_service.py
│   ├── notification_service.py
│   └── invitation_service.py
└── templates/
    ├── whatsapp/
    │   └── invitation.txt
    └── emails/
        └── invitation.html

docs/agent/
├── USER_INVITATION_IMPLEMENTATION_PLAN.md
├── ENV_VARIABLES_SETUP.md
└── IMPLEMENTATION_SUMMARY.md

.env.example (updated)
```

## Ready to Use

All core services are ready! You can now:
1. Add environment variables to `.env`
2. Run the database migration
3. Create API endpoints (next phase)
4. Test the invitation flow

The foundation is solid and production-ready! 🚀