Email integration: IMAP and Google OAuth email setup for CRM #198

New Issue

2026-06-06T17:14:31Z

jmiller commented

2026-06-06 17:14:31 +00:00

Summary

Allow MokoWaaS CRM users to connect their email accounts via IMAP or Google OAuth, enabling email tracking, sending, and logging directly within the CRM.

Parent issue: #192

Features

Email Account Setup

IMAP/SMTP — Manual configuration (host, port, username, password, encryption)
Google OAuth — Connect Gmail/Google Workspace via OAuth 2.0 (no password stored)
Microsoft OAuth — Future: Connect Outlook/Exchange via OAuth 2.0
Per-user email account configuration
Test connection button to verify settings

CRM Email Integration

Send emails from within CRM contact/deal views
Track sent emails as CRM activities (auto-logged)
Email collector — Pull incoming emails and match to CRM contacts by email address
Email templates — Reusable templates for common communications
Signature management — Per-user email signatures

Activity Logging

Sent emails auto-create type='email' entries in #__mokowaas_crm_activities
Inbound emails matched to contacts show in contact activity timeline
Email open/click tracking (optional)

Database Tables

`#__mokowaas_crm_email_accounts`

id, user_id (Joomla user), provider (imap/google/microsoft)
email_address, display_name
imap_host, imap_port, imap_encryption (ssl/tls/none)
smtp_host, smtp_port, smtp_encryption
username, password (encrypted)
oauth_token, oauth_refresh_token, oauth_expires (for OAuth providers)
is_default, enabled, last_sync, created

`#__mokowaas_crm_email_templates`

id, title, subject, body, category, created_by, published

Security

Passwords encrypted at rest (Joomla's encryption)
OAuth tokens stored securely, auto-refreshed
No plaintext credentials in database
Per-user isolation — users only see their own email accounts

UI Location

User profile → Email Accounts
CRM contact view → "Send Email" button
CRM deal view → Email activity tab
Admin → CRM Settings → Email configuration (global SMTP fallback)

## Summary Allow MokoWaaS CRM users to connect their email accounts via IMAP or Google OAuth, enabling email tracking, sending, and logging directly within the CRM. **Parent issue:** #192 ## Features ### Email Account Setup - **IMAP/SMTP** — Manual configuration (host, port, username, password, encryption) - **Google OAuth** — Connect Gmail/Google Workspace via OAuth 2.0 (no password stored) - **Microsoft OAuth** — Future: Connect Outlook/Exchange via OAuth 2.0 - Per-user email account configuration - Test connection button to verify settings ### CRM Email Integration - **Send emails** from within CRM contact/deal views - **Track sent emails** as CRM activities (auto-logged) - **Email collector** — Pull incoming emails and match to CRM contacts by email address - **Email templates** — Reusable templates for common communications - **Signature management** — Per-user email signatures ### Activity Logging - Sent emails auto-create `type='email'` entries in `#__mokowaas_crm_activities` - Inbound emails matched to contacts show in contact activity timeline - Email open/click tracking (optional) ### Database Tables #### `#__mokowaas_crm_email_accounts` - `id`, `user_id` (Joomla user), `provider` (imap/google/microsoft) - `email_address`, `display_name` - `imap_host`, `imap_port`, `imap_encryption` (ssl/tls/none) - `smtp_host`, `smtp_port`, `smtp_encryption` - `username`, `password` (encrypted) - `oauth_token`, `oauth_refresh_token`, `oauth_expires` (for OAuth providers) - `is_default`, `enabled`, `last_sync`, `created` #### `#__mokowaas_crm_email_templates` - `id`, `title`, `subject`, `body`, `category`, `created_by`, `published` ## Security - Passwords encrypted at rest (Joomla's encryption) - OAuth tokens stored securely, auto-refreshed - No plaintext credentials in database - Per-user isolation — users only see their own email accounts ## UI Location - User profile → Email Accounts - CRM contact view → "Send Email" button - CRM deal view → Email activity tab - Admin → CRM Settings → Email configuration (global SMTP fallback)

jmiller referenced this issue

2026-06-06 17:15:12 +00:00

Expand MokoWaaS+ERP into full ERP offering — Joomla-native CMS + ERP platform #192

jmiller referenced this issue

2026-06-06 17:36:38 +00:00

MokoGitea license system integration for premium add-on validation #202

jmiller referenced this issue from a commit

2026-06-06 19:05:20 +00:00

feat: add ERP scheduled tasks, email integration, and email templates (#192, #198)

jmiller referenced this issue from a commit

2026-06-06 19:05:20 +00:00

feat: add inventory, labels, email accounts, import, and full heartbeat stats (#192, #196, #198)