snapshot of https://github.com/frappe/crm.git (develop, 2026-09-18; blobs > 131072B omitted)

crm/demo/activities.py

@@ -0,0 +1,191 @@
+from datetime import datetime, timedelta
+
+import frappe
+
+from crm.demo.utils import (
+	build_full_names,
+	insert_comment,
+	insert_communication,
+	insert_version,
+	resolve_owners,
+)
+
+
+def create_demo_activities(lead_names, demo_users):
+	"""Create comments, email communications, and field-change versions for demo leads."""
+	session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
+	_full_names = build_full_names(session_user)
+
+	now = datetime.now()
+
+	comment_names = _create_comments(lead_names, session_user, owner_1, owner_2, _full_names, now)
+	communication_names = _create_communications(lead_names, session_user, owner_1, _full_names, now)
+	_create_versions(lead_names, session_user, owner_1, owner_2, now)
+
+	return {"comments": comment_names, "communications": communication_names}
+
+
+def _create_comments(lead_names, session_user, owner_1, owner_2, full_names, now):
+	comments_data = [
+		{
+			"lead": lead_names[0],
+			"owner": session_user,
+			"content": (
+				"<p>Initial discovery call was very productive. Alice's team of ~300 engineers is actively "
+				"evaluating CRM solutions. She mentioned budget has already been approved — just need "
+				"to get sign-off from the VP of Sales.</p>"
+			),
+			"days_ago": 56,  # lead[0] deal created at 50 days ago — keep before that
+		},
+		{
+			"lead": lead_names[1],
+			"owner": owner_1,
+			"content": (
+				"<p>Bob mentioned they had a poor experience with their last CRM. He emphasized that "
+				"onboarding support and data migration are top priorities. Need to loop in the "
+				"customer success team before the next call.</p>"
+			),
+			"days_ago": 9,
+		},
+		{
+			"lead": lead_names[2],
+			"owner": owner_2,
+			"content": (
+				"<p>Carol is temporarily unavailable — on leave until end of month. Her colleague "
+				"Mark is the interim contact. Revisit in 3 weeks with updated pricing deck.</p>"
+			),
+			"days_ago": 11,
+		},
+		{
+			"lead": lead_names[3],
+			"owner": owner_1,
+			"content": (
+				"<p>Technical demo completed successfully. David's engineering team was impressed with "
+				"the API and custom field options. He's requesting pricing for 15 seats — send "
+				"the proposal by Friday.</p>"
+			),
+			"days_ago": 41,  # lead[3] deal created at 37 days ago — keep before that
+		},
+	]
+
+	return [
+		insert_comment(
+			"CRM Lead",
+			data["lead"],
+			data["owner"],
+			data["content"],
+			full_names,
+			now - timedelta(days=data["days_ago"]),
+		)
+		for data in comments_data
+	]
+
+
+def _create_communications(lead_names, session_user, owner_1, full_names, now):
+	# Lead emails used for recipient/sender fields
+	lead_emails = {
+		lead_names[0]: "alice.johnson@example.com",
+		lead_names[1]: "bob.martinez@example.com",
+		lead_names[3]: "david.lee@example.com",
+	}
+
+	comms_data = [
+		{
+			"lead": lead_names[0],
+			"owner": session_user,
+			"sent_or_received": "Sent",
+			"subject": "Following up on our discovery call — Acme Corp",
+			"content": (
+				"<p>Hi Alice,</p>"
+				"<p>It was great speaking with you earlier today. As discussed, I'm sharing our "
+				"product overview and a link to schedule a full demo with your team.</p>"
+				"<p>Please let me know if you have any questions before we meet.</p>"
+				"<p>Best regards</p>"
+			),
+			"sender": session_user,
+			"recipients": lead_emails[lead_names[0]],
+			"days_ago": 54,  # lead[0] deal at 50 days ago — keep before that
+		},
+		{
+			"lead": lead_names[1],
+			"owner": owner_1,
+			"sent_or_received": "Received",
+			"subject": "Re: CRM Demo Request — Globex Industries",
+			"content": (
+				"<p>Hi,</p>"
+				"<p>Thanks for reaching out. We'd definitely like to see a live demo, specifically "
+				"around pipeline management and email integration. Can we schedule something for "
+				"next Tuesday at 2 PM?</p>"
+				"<p>Best,<br>Bob Martinez<br>CEO, Globex Industries</p>"
+			),
+			"sender": lead_emails[lead_names[1]],
+			"recipients": owner_1,
+			"days_ago": 8,
+		},
+		{
+			"lead": lead_names[3],
+			"owner": owner_1,
+			"sent_or_received": "Sent",
+			"subject": "CRM Pricing Proposal — TechStart Inc (15 seats)",
+			"content": (
+				"<p>Hi David,</p>"
+				"<p>Great connecting with your team today — really glad the API walkthrough was "
+				"useful. Attached is our pricing proposal for 15 seats including onboarding and "
+				"priority support.</p>"
+				"<p>Happy to jump on a call if you have questions.</p>"
+				"<p>Cheers</p>"
+			),
+			"sender": owner_1,
+			"recipients": lead_emails[lead_names[3]],
+			"days_ago": 39,  # lead[3] deal at 37 days ago — keep before that
+		},
+	]
+
+	return [
+		insert_communication(
+			"CRM Lead", data["lead"], data, full_names, now - timedelta(days=data["days_ago"])
+		)
+		for data in comms_data
+	]
+
+
+def _create_versions(lead_names, session_user, owner_1, owner_2, now):
+	versions_data = [
+		{
+			"lead": lead_names[0],
+			"owner": session_user,
+			"changed": [["no_of_employees", "201-500", "501-1000"]],
+			"days_ago": 52,  # lead[0] deal at 50 days ago — keep before that
+		},
+		{
+			"lead": lead_names[1],
+			"owner": owner_1,
+			"changed": [["annual_revenue", None, "10000000"]],
+			"days_ago": 10,
+		},
+		{
+			"lead": lead_names[2],
+			"owner": owner_2,
+			"changed": [["source", "Email", "Referral"]],
+			"days_ago": 12,
+		},
+		{
+			"lead": lead_names[3],
+			"owner": owner_1,
+			"changed": [["status", "Contacted", "Qualified"]],
+			"days_ago": 38,  # lead[3] deal at 37 days ago — keep before that
+		},
+	]
+
+	for data in versions_data:
+		insert_version(
+			"CRM Lead", data["lead"], data["owner"], data["changed"], now - timedelta(days=data["days_ago"])
+		)
+
+
+def delete_demo_activities(activity_data):
+	"""Delete communications (comments and versions are cascade-deleted with their lead)."""
+	communication_names = activity_data.get("communications", [])
+	for name in communication_names:
+		if frappe.db.exists("Communication", name):
+			frappe.delete_doc("Communication", name, ignore_permissions=True, force=True)

crm/demo/api.py

@@ -0,0 +1,91 @@
+import json
+
+import frappe
+from frappe.utils.telemetry import capture
+
+DEMO_STATE_KEY = "crm_demo_data_created"
+DEMO_LEADS_KEY = "crm_demo_leads"
+DEMO_NOTES_KEY = "crm_demo_notes"
+DEMO_TASKS_KEY = "crm_demo_tasks"
+DEMO_CALL_LOGS_KEY = "crm_demo_call_logs"
+DEMO_ACTIVITIES_KEY = "crm_demo_activities"
+DEMO_DEALS_KEY = "crm_demo_deals"
+
+
+def create_demo_data(_args: dict | None = None):
+	if frappe.db.get_default(DEMO_STATE_KEY):
+		return
+
+	from crm.demo.activities import create_demo_activities
+	from crm.demo.call_logs import create_demo_call_logs
+	from crm.demo.deals import create_demo_deals
+	from crm.demo.leads import create_demo_leads
+	from crm.demo.notes import create_demo_notes
+	from crm.demo.tasks import create_demo_tasks
+	from crm.demo.users import create_demo_users
+
+	demo_users = create_demo_users()
+	lead_names = create_demo_leads(demo_users)
+	note_names = create_demo_notes(lead_names, demo_users)
+	task_names = create_demo_tasks(lead_names, demo_users)
+	call_log_names = create_demo_call_logs(lead_names, demo_users)
+	activity_data = create_demo_activities(lead_names, demo_users)
+
+	from crm.demo.leads import rebackdate_demo_leads
+
+	rebackdate_demo_leads(lead_names, demo_users)
+
+	deal_data = create_demo_deals(lead_names, demo_users)
+	frappe.db.set_default(DEMO_LEADS_KEY, json.dumps(lead_names))
+	frappe.db.set_default(DEMO_NOTES_KEY, json.dumps(note_names))
+	frappe.db.set_default(DEMO_TASKS_KEY, json.dumps(task_names))
+	frappe.db.set_default(DEMO_CALL_LOGS_KEY, json.dumps(call_log_names))
+	frappe.db.set_default(DEMO_ACTIVITIES_KEY, json.dumps(activity_data))
+	frappe.db.set_default(DEMO_DEALS_KEY, json.dumps(deal_data))
+	frappe.db.set_default(DEMO_STATE_KEY, "1")
+
+	capture("demo_data_created", "crm")
+
+
+@frappe.whitelist()
+def clear_demo_data():
+	frappe.only_for(["Sales Manager", "System Manager"], True)
+
+	if not frappe.db.get_default(DEMO_STATE_KEY):
+		return
+
+	from crm.demo.activities import delete_demo_activities
+	from crm.demo.call_logs import delete_demo_call_logs
+	from crm.demo.deals import delete_demo_deals
+	from crm.demo.leads import delete_demo_leads
+	from crm.demo.notes import delete_demo_notes
+	from crm.demo.tasks import delete_demo_tasks
+	from crm.demo.users import DEMO_USER_EMAILS, delete_demo_users
+
+	lead_names = json.loads(frappe.db.get_default(DEMO_LEADS_KEY) or "[]")
+	note_names = json.loads(frappe.db.get_default(DEMO_NOTES_KEY) or "[]")
+	task_names = json.loads(frappe.db.get_default(DEMO_TASKS_KEY) or "[]")
+	call_log_names = json.loads(frappe.db.get_default(DEMO_CALL_LOGS_KEY) or "[]")
+	activity_data = json.loads(frappe.db.get_default(DEMO_ACTIVITIES_KEY) or "{}")
+	deal_data = json.loads(frappe.db.get_default(DEMO_DEALS_KEY) or "{}")
+	delete_demo_deals(deal_data, lead_names)
+	delete_demo_activities(activity_data)
+	delete_demo_notes(note_names)
+	delete_demo_tasks(task_names)
+	delete_demo_call_logs(call_log_names)
+	delete_demo_leads(lead_names)
+	delete_demo_users(DEMO_USER_EMAILS)
+	frappe.db.set_default(DEMO_LEADS_KEY, None)
+	frappe.db.set_default(DEMO_NOTES_KEY, None)
+	frappe.db.set_default(DEMO_TASKS_KEY, None)
+	frappe.db.set_default(DEMO_CALL_LOGS_KEY, None)
+	frappe.db.set_default(DEMO_ACTIVITIES_KEY, None)
+	frappe.db.set_default(DEMO_DEALS_KEY, None)
+	frappe.db.set_default(DEMO_STATE_KEY, None)
+
+	capture("demo_data_cleared", "crm")
+
+
+@frappe.whitelist()
+def get_demo_state():
+	return {"demo_data_created": bool(frappe.db.get_default(DEMO_STATE_KEY))}

crm/demo/call_logs.py

@@ -0,0 +1,122 @@
+import frappe
+
+from crm.demo.users import DEMO_USERS
+from crm.demo.utils import resolve_owners
+
+
+def create_demo_call_logs(lead_names, demo_users):
+	from datetime import datetime, timedelta
+
+	now = datetime.now()
+	session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
+
+	# Build rep phone number map from DEMO_USERS mobile numbers
+	_user_mobile = {u["email"]: u["mobile_no"] for u in DEMO_USERS}
+	rep_numbers = {
+		session_user: _user_mobile.get(session_user, "+1 555 100 0001"),
+		owner_1: _user_mobile.get(owner_1, "+1 555 100 0002"),
+		owner_2: _user_mobile.get(owner_2, "+1 555 100 0003"),
+	}
+
+	call_logs_data = [
+		{
+			"type": "Outgoing",
+			"status": "Completed",
+			"telephony_medium": "Manual",
+			"duration": 720,
+			"from": rep_numbers[session_user],
+			"to": "+1 555 000 1234",
+			"caller": session_user,
+			"start_time": now - timedelta(days=5, hours=2),
+			"end_time": now - timedelta(days=5, hours=2) + timedelta(seconds=720),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[0],
+		},
+		{
+			"type": "Incoming",
+			"status": "Completed",
+			"telephony_medium": "Manual",
+			"duration": 300,
+			"from": "+1 555 000 1234",
+			"to": rep_numbers[session_user],
+			"receiver": session_user,
+			"start_time": now - timedelta(days=2, hours=1),
+			"end_time": now - timedelta(days=2, hours=1) + timedelta(seconds=300),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[0],
+		},
+		{
+			"type": "Outgoing",
+			"status": "Completed",
+			"telephony_medium": "Manual",
+			"duration": 540,
+			"from": rep_numbers[owner_1],
+			"to": "+1 555 000 5678",
+			"caller": owner_1,
+			"start_time": now - timedelta(days=4),
+			"end_time": now - timedelta(days=4) + timedelta(seconds=540),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[1],
+		},
+		{
+			"type": "Outgoing",
+			"status": "No Answer",
+			"telephony_medium": "Manual",
+			"duration": 0,
+			"from": rep_numbers[owner_1],
+			"to": "+1 555 000 5678",
+			"caller": owner_1,
+			"start_time": now - timedelta(days=1),
+			"end_time": now - timedelta(days=1),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[1],
+		},
+		{
+			"type": "Outgoing",
+			"status": "Completed",
+			"telephony_medium": "Manual",
+			"duration": 420,
+			"from": rep_numbers[owner_2],
+			"to": "+1 555 000 9012",
+			"caller": owner_2,
+			"start_time": now - timedelta(days=3),
+			"end_time": now - timedelta(days=3) + timedelta(seconds=420),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[2],
+		},
+		{
+			"type": "Incoming",
+			"status": "Completed",
+			"telephony_medium": "Manual",
+			"duration": 600,
+			"from": "+1 555 000 3456",
+			"to": rep_numbers[owner_1],
+			"receiver": owner_1,
+			"start_time": now - timedelta(days=6),
+			"end_time": now - timedelta(days=6) + timedelta(seconds=600),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[3],
+		},
+	]
+
+	created = []
+	for data in call_logs_data:
+		log_owner = data.get("caller") or data.get("receiver") or frappe.session.user
+		log_ts = data.get("start_time")
+		log = frappe.get_doc(
+			{"doctype": "CRM Call Log", "id": frappe.generate_hash(length=10), **data}
+		).insert(ignore_permissions=True)
+		patch = {"owner": log_owner, "modified_by": log_owner}
+		if log_ts:
+			patch["creation"] = log_ts
+			patch["modified"] = log_ts
+		frappe.db.set_value("CRM Call Log", log.name, patch, update_modified=False)
+		created.append(log.name)
+
+	return created
+
+
+def delete_demo_call_logs(call_log_names):
+	for name in call_log_names:
+		if frappe.db.exists("CRM Call Log", name):
+			frappe.delete_doc("CRM Call Log", name, ignore_permissions=True, force=True)

crm/demo/deals.py

@@ -0,0 +1,348 @@
+from datetime import datetime, timedelta
+
+import frappe
+from frappe.query_builder import DocType
+
+from crm.demo.utils import (
+	backdate,
+	build_full_names,
+	fix_auto_records,
+	insert_comment,
+	insert_communication,
+	insert_version,
+	resolve_owners,
+)
+
+
+def create_demo_deals(lead_names, demo_users):
+	"""Convert seven leads into deals and add deal-specific activity."""
+	from crm.fcrm.doctype.crm_lead.crm_lead import convert_to_deal
+
+	session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
+	_full_names = build_full_names(session_user)
+
+	# leads[0] Alice, [3] David, [7] Henry, [8] Iris, [9] Jack → 5 active/won deals
+	# leads[10] Karen, [11] Leo → 2 lost deals
+	d_alice = convert_to_deal(
+		lead=lead_names[0],
+		deal={"status": "Demo/Making", "deal_value": 120000, "probability": 50, "deal_owner": session_user},
+	)
+	d_david = convert_to_deal(
+		lead=lead_names[3],
+		deal={"status": "Proposal/Quotation", "deal_value": 45000, "probability": 70, "deal_owner": owner_1},
+	)
+	d_henry = convert_to_deal(
+		lead=lead_names[7],
+		deal={"status": "Negotiation", "deal_value": 85000, "probability": 60, "deal_owner": owner_2},
+	)
+	d_iris = convert_to_deal(
+		lead=lead_names[8],
+		deal={"status": "Qualification", "deal_value": 60000, "probability": 35, "deal_owner": session_user},
+	)
+	d_jack = convert_to_deal(
+		lead=lead_names[9],
+		deal={"status": "Won", "deal_value": 175000, "probability": 100, "deal_owner": owner_1},
+	)
+	d_karen = convert_to_deal(
+		lead=lead_names[10],
+		deal={
+			"status": "Lost",
+			"deal_value": 95000,
+			"probability": 0,
+			"deal_owner": owner_2,
+			"lost_reason": "Competition",
+			"lost_notes": "Prospect chose a competitor offering deeper BI integrations out of the box. Price was not the issue — feature parity was.",
+		},
+	)
+	d_leo = convert_to_deal(
+		lead=lead_names[11],
+		deal={
+			"status": "Lost",
+			"deal_value": 55000,
+			"probability": 0,
+			"deal_owner": session_user,
+			"lost_reason": "Budget constraints",
+			"lost_notes": "Q2 budget was cut. Leo said they would revisit in Q4 once headcount hiring is complete. Added to nurture sequence.",
+		},
+	)
+
+	deal_names_list = [d_alice, d_david, d_henry, d_iris, d_jack, d_karen, d_leo]
+	# Converted lead indices — must match deal_names_list order
+	_converted_lead_indices = [0, 3, 7, 8, 9, 10, 11]
+	# Days ago each deal was created (always after its lead)
+	_deal_days = [50, 37, 18, 11, 24, 9, 5]
+	_deal_owners = [session_user, owner_1, owner_2, session_user, owner_1, owner_2, session_user]
+	# Organization logos keyed by org name (index order: alice, david, henry, iris, jack, karen, leo)
+	_org_logos = {
+		"Acme Corp": "/assets/crm/images/demo/acme-corp.png",
+		"TechStart Inc": "/assets/crm/images/demo/techstart-inc.png",
+		"PivotTech Solutions": "/assets/crm/images/demo/pivottech-solutions.png",
+		"ScaleUp Labs": "/assets/crm/images/demo/scaleup-labs.png",
+		"Meridian Systems": "/assets/crm/images/demo/meridian-systems.png",
+		"Vertex Analytics": "/assets/crm/images/demo/vertex-analytics.png",
+		"Forge Digital": "/assets/crm/images/demo/forge-digital.png",
+	}
+	now = datetime.now()
+
+	for d_name, days, d_owner, li in zip(
+		deal_names_list, _deal_days, _deal_owners, _converted_lead_indices, strict=False
+	):
+		ts = now - timedelta(days=days)
+		backdate("CRM Deal", d_name, d_owner, ts)
+		org = frappe.db.get_value("CRM Deal", d_name, "organization")
+		if org:
+			logo = _org_logos.get(org)
+			if logo:
+				frappe.db.set_value("CRM Organization", org, "organization_logo", logo, update_modified=False)
+			backdate("CRM Organization", org, d_owner, ts)
+		contacts = frappe.get_all(
+			"CRM Contacts", filters={"parent": d_name, "parenttype": "CRM Deal"}, pluck="contact"
+		)
+		for contact in contacts:
+			if contact:
+				backdate("Contact", contact, d_owner, ts)
+		backdate("CRM Lead", lead_names[li], d_owner, ts, set_creation=False)
+		fix_auto_records("CRM Deal", d_name, d_owner, ts)
+		fix_auto_records("CRM Lead", lead_names[li], d_owner, ts)
+
+	comment_names = _create_deal_comments(deal_names_list, session_user, owner_1, owner_2, _full_names, now)
+	communication_names = _create_deal_communications(
+		deal_names_list, session_user, owner_1, _full_names, now
+	)
+	_create_deal_versions(deal_names_list, session_user, owner_1, owner_2, now)
+
+	# Re-backdate modified to last-activity date so active deals sort to the top of the list.
+	# Index order: alice, david, henry, iris, jack, karen, leo
+	_deal_last_touched_days = [2, 4, 7, 10, 6, 8, 12]
+	for d_name, days, d_owner in zip(deal_names_list, _deal_last_touched_days, _deal_owners, strict=False):
+		backdate("CRM Deal", d_name, d_owner, now - timedelta(days=days), set_creation=False)
+
+	return {
+		"deals": deal_names_list,
+		"comments": comment_names,
+		"communications": communication_names,
+	}
+
+
+def _create_deal_comments(deal_names, session_user, owner_1, owner_2, full_names, now):
+	comments_data = [
+		{
+			"deal": deal_names[0],  # Alice / Acme Corp
+			"owner": session_user,
+			"content": (
+				"<p>Live demo went well — Alice's product team joined and had great questions "
+				"about workflow automation and bulk import. They want a custom sandbox environment "
+				"to evaluate with their own data before signing. Following up to arrange access.</p>"
+			),
+			"days_ago": 3,
+		},
+		{
+			"deal": deal_names[1],  # David / TechStart Inc
+			"owner": owner_1,
+			"content": (
+				"<p>David reviewed the proposal with his co-founder. They're happy with the pricing "
+				"but want a 3-month pilot before committing to annual. Checking with management on "
+				"whether we can offer a pilot discount.</p>"
+			),
+			"days_ago": 5,
+		},
+		{
+			"deal": deal_names[2],  # Henry / PivotTech Solutions
+			"owner": owner_2,
+			"content": (
+				"<p>Negotiation call with Henry went long but productive. He’s pushing for a 15% "
+				"discount on the annual plan citing budget constraints. Legal team is now reviewing "
+				"the contract — decision expected by end of week.</p>"
+			),
+			"days_ago": 7,
+		},
+		{
+			"deal": deal_names[3],  # Iris / ScaleUp Labs
+			"owner": session_user,
+			"content": (
+				"<p>Qualification call completed with Iris and her co-founder. Small but fast-moving "
+				"team of 8 engineers. Main concerns are API depth and self-serve onboarding. "
+				"Sending over the developer docs and scheduling a technical deep-dive.</p>"
+			),
+			"days_ago": 10,
+		},
+		{
+			"deal": deal_names[4],  # Jack / Meridian Systems
+			"owner": owner_1,
+			"content": (
+				"<p>Deal closed — Jack signed the contract this morning. Final value $175k annual. "
+				"Onboarding is scheduled for next Monday. Handoff notes sent to the customer "
+				"success team. Great result for the quarter!</p>"
+			),
+			"days_ago": 2,
+		},
+		{
+			"deal": deal_names[5],  # Karen / Vertex Analytics
+			"owner": owner_2,
+			"content": (
+				"<p>Karen's team went with a competitor — they had deeper BI integrations that we "
+				"currently don't support. Not a pricing issue. Flagged to product team for roadmap "
+				"consideration. Karen asked us to follow up in 6 months.</p>"
+			),
+			"days_ago": 8,
+		},
+		{
+			"deal": deal_names[6],  # Leo / Forge Digital
+			"owner": session_user,
+			"content": (
+				"<p>Budget was cut for the rest of the year — Leo was very apologetic and said the "
+				"product was exactly what they needed. Re-added to nurture sequence for Q4. "
+				"Good candidate for a comeback deal.</p>"
+			),
+			"days_ago": 12,
+		},
+	]
+
+	return [
+		insert_comment(
+			"CRM Deal",
+			data["deal"],
+			data["owner"],
+			data["content"],
+			full_names,
+			now - timedelta(days=data["days_ago"]),
+		)
+		for data in comments_data
+	]
+
+
+def _create_deal_communications(deal_names, session_user, owner_1, full_names, now):
+	# Use a placeholder email for recipients where we don't have a real one handy
+	comms_data = [
+		{
+			"deal": deal_names[0],
+			"owner": session_user,
+			"sent_or_received": "Sent",
+			"subject": "Sandbox access details — Acme Corp CRM Evaluation",
+			"content": (
+				"<p>Hi Alice,</p>"
+				"<p>Thanks for joining yesterday's demo — really great session. I've created a "
+				"dedicated sandbox environment pre-loaded with sample data. Login details and "
+				"setup instructions are attached.</p>"
+				"<p>Our onboarding specialist Sarah will also be available for a walkthrough "
+				"session this week — just let us know a convenient time.</p>"
+				"<p>Best regards</p>"
+			),
+			"sender": session_user,
+			"recipients": "alice.johnson@example.com",
+			"days_ago": 2,
+		},
+		{
+			"deal": deal_names[1],
+			"owner": owner_1,
+			"sent_or_received": "Received",
+			"subject": "Re: CRM Proposal — Pilot terms query",
+			"content": (
+				"<p>Hi,</p>"
+				"<p>We've reviewed the proposal and the pricing looks good. Before we proceed, "
+				"could you clarify what's included in the onboarding package? Specifically, we "
+				"need help migrating ~4,000 contacts from our existing system.</p>"
+				"<p>Also, is there flexibility on the contract start date?</p>"
+				"<p>Thanks,<br>David Lee<br>CTO, TechStart Inc</p>"
+			),
+			"sender": "david.lee@example.com",
+			"recipients": owner_1,
+			"days_ago": 4,
+		},
+	]
+
+	return [
+		insert_communication(
+			"CRM Deal", data["deal"], data, full_names, now - timedelta(days=data["days_ago"])
+		)
+		for data in comms_data
+	]
+
+
+def _create_deal_versions(deal_names, session_user, owner_1, owner_2, now):
+	versions_data = [
+		{
+			"deal": deal_names[0],  # Alice
+			"owner": session_user,
+			"changed": [["probability", "30", "50"]],
+			"days_ago": 4,
+		},
+		{
+			"deal": deal_names[1],  # David
+			"owner": owner_1,
+			"changed": [["deal_value", "40000", "45000"]],
+			"days_ago": 6,
+		},
+		{
+			"deal": deal_names[2],  # Henry
+			"owner": owner_2,
+			"changed": [["probability", "50", "60"]],
+			"days_ago": 8,
+		},
+		{
+			"deal": deal_names[3],  # Iris
+			"owner": session_user,
+			"changed": [["probability", "25", "35"]],
+			"days_ago": 11,
+		},
+		{
+			"deal": deal_names[4],  # Jack
+			"owner": owner_1,
+			"changed": [["status", "Ready to Close", "Won"]],
+			"days_ago": 3,
+		},
+		{
+			"deal": deal_names[5],  # Karen
+			"owner": owner_2,
+			"changed": [["status", "Proposal/Quotation", "Lost"]],
+			"days_ago": 9,
+		},
+		{
+			"deal": deal_names[6],  # Leo
+			"owner": session_user,
+			"changed": [["status", "Demo/Making", "Lost"]],
+			"days_ago": 13,
+		},
+	]
+
+	for data in versions_data:
+		insert_version(
+			"CRM Deal", data["deal"], data["owner"], data["changed"], now - timedelta(days=data["days_ago"])
+		)
+
+
+def delete_demo_deals(deal_data, lead_names):
+	"""
+	Delete deals, their linked contacts, organizations, and deal-specific communications.
+	Comments and Versions are cascade-deleted when the deal is deleted.
+	"""
+	communication_names = deal_data.get("communications", [])
+	deal_names = set(deal_data.get("deals", []))
+
+	# Find all deals converted from the provided demo leads
+	if lead_names:
+		demo_lead_deals = frappe.get_all("CRM Deal", filters={"lead": ["in", lead_names]}, pluck="name")
+		deal_names.update(demo_lead_deals)
+
+	for name in communication_names:
+		if frappe.db.exists("Communication", name):
+			frappe.delete_doc("Communication", name, ignore_permissions=True, force=True)
+
+	for name in deal_names:
+		if not frappe.db.exists("CRM Deal", name):
+			continue
+		# Collect linked contacts and organization before deleting deal
+		contact_names = frappe.get_all(
+			"CRM Contacts", filters={"parent": name, "parenttype": "CRM Deal"}, pluck="contact"
+		)
+		org = frappe.db.get_value("CRM Deal", name, "organization")
+		frappe.delete_doc("CRM Deal", name, ignore_permissions=True, force=True)
+		for contact in contact_names:
+			if contact and frappe.db.exists("Contact", contact):
+				for child_doctype in ("Contact Email", "Contact Phone", "Dynamic Link"):
+					Child = DocType(child_doctype)
+					frappe.qb.from_(Child).delete().where(Child.parent == contact).run()
+				Contact = DocType("Contact")
+				frappe.qb.from_(Contact).delete().where(Contact.name == contact).run()
+		if org and frappe.db.exists("CRM Organization", org):
+			frappe.delete_doc("CRM Organization", org, ignore_permissions=True, force=True)

crm/demo/leads.py

@@ -0,0 +1,253 @@
+from datetime import datetime, timedelta
+
+import frappe
+
+from crm.demo.utils import backdate, fix_auto_records, resolve_owners
+
+# Days ago each lead was created — index matches leads_data order
+_LEAD_DAYS = [58, 52, 47, 43, 38, 34, 28, 22, 17, 30, 13, 8]
+
+# Last-activity date per lead (used for modified so active leads sort to top).
+# Converted leads will be overwritten by create_demo_deals anyway.
+# Index: [0]alice [1]bob [2]carol [3]david [4]eve [5]frank [6]grace [7]henry [8]iris [9]jack [10]karen [11]leo
+_LEAD_LAST_TOUCHED_DAYS = [50, 8, 11, 37, 38, 34, 28, 18, 11, 24, 9, 5]
+
+
+def create_demo_leads(demo_users):
+	session_user, owner_1, owner_2, owner_3 = resolve_owners(demo_users)
+
+	leads_data = [
+		# [0] Alice — will be converted to a deal
+		{
+			"first_name": "Alice",
+			"last_name": "Johnson",
+			"email": "alice.johnson@example.com",
+			"mobile_no": "+1 555 000 1234",
+			"organization": "Acme Corp",
+			"website": "https://acmecorp.example.com",
+			"industry": "Technology",
+			"job_title": "VP of Engineering",
+			"status": "Qualified",
+			"source": "Cold Calling",
+			"no_of_employees": "201-500",
+			"annual_revenue": 5000000,
+			"lead_owner": session_user,
+		},
+		# [1] Bob — stays as a lead
+		{
+			"first_name": "Bob",
+			"last_name": "Martinez",
+			"email": "bob.martinez@example.com",
+			"mobile_no": "+1 555 000 5678",
+			"organization": "Globex Industries",
+			"website": "https://globexindustries.example.com",
+			"industry": "Manufacturing",
+			"job_title": "CEO",
+			"status": "Contacted",
+			"source": "Advertisement",
+			"no_of_employees": "51-200",
+			"annual_revenue": 8000000,
+			"lead_owner": owner_1,
+		},
+		# [2] Carol — stays as a lead
+		{
+			"first_name": "Carol",
+			"last_name": "Smith",
+			"email": "carol.smith@example.com",
+			"mobile_no": "+1 555 000 9012",
+			"organization": "BrightPath Ltd",
+			"website": "https://brightpath.example.com",
+			"industry": "Consulting",
+			"job_title": "Head of Operations",
+			"status": "Nurture",
+			"source": "Email",
+			"no_of_employees": "11-50",
+			"annual_revenue": 1500000,
+			"lead_owner": owner_2,
+		},
+		# [3] David — will be converted to a deal
+		{
+			"first_name": "David",
+			"last_name": "Lee",
+			"email": "david.lee@example.com",
+			"mobile_no": "+1 555 000 3456",
+			"organization": "TechStart Inc",
+			"website": "https://techstart.example.com",
+			"industry": "Technology",
+			"job_title": "CTO",
+			"status": "Qualified",
+			"source": "Reference",
+			"no_of_employees": "1-10",
+			"annual_revenue": 500000,
+			"lead_owner": owner_1,
+		},
+		# [4] Emma — stays as a lead
+		{
+			"first_name": "Emma",
+			"last_name": "Williams",
+			"email": "emma.williams@example.com",
+			"mobile_no": "+1 555 000 2345",
+			"organization": "CloudBase LLC",
+			"website": "https://cloudbase.example.com",
+			"industry": "Technology",
+			"job_title": "Procurement Manager",
+			"status": "New",
+			"source": "Website",
+			"no_of_employees": "51-200",
+			"annual_revenue": 3000000,
+			"lead_owner": owner_1,
+		},
+		# [5] Frank — stays as a lead
+		{
+			"first_name": "Frank",
+			"last_name": "Turner",
+			"email": "frank.turner@example.com",
+			"mobile_no": "+1 555 000 6789",
+			"organization": "DataSync Co",
+			"website": "https://datasync.example.com",
+			"industry": "Technology",
+			"job_title": "Head of Sales",
+			"status": "Nurture",
+			"source": "Email",
+			"no_of_employees": "11-50",
+			"annual_revenue": 2000000,
+			"lead_owner": owner_2,
+		},
+		# [6] Grace — stays as a lead
+		{
+			"first_name": "Grace",
+			"last_name": "Park",
+			"email": "grace.park@example.com",
+			"mobile_no": "+1 555 000 0123",
+			"organization": "NextWave Corp",
+			"website": "https://nextwavecorp.example.com",
+			"industry": "Telecommunications",
+			"job_title": "COO",
+			"status": "Contacted",
+			"source": "Reference",
+			"no_of_employees": "201-500",
+			"annual_revenue": 12000000,
+			"lead_owner": session_user,
+		},
+		# [7] Henry — will be converted to a deal
+		{
+			"first_name": "Henry",
+			"last_name": "Adams",
+			"email": "henry.adams@example.com",
+			"mobile_no": "+1 555 000 4567",
+			"organization": "PivotTech Solutions",
+			"website": "https://pivottech.example.com",
+			"industry": "Technology",
+			"job_title": "CFO",
+			"status": "Qualified",
+			"source": "Advertisement",
+			"no_of_employees": "51-200",
+			"annual_revenue": 6000000,
+			"lead_owner": owner_3,
+		},
+		# [8] Iris — will be converted to a deal
+		{
+			"first_name": "Iris",
+			"last_name": "Chen",
+			"email": "iris.chen@example.com",
+			"mobile_no": "+1 555 000 7890",
+			"organization": "ScaleUp Labs",
+			"website": "https://scaleuplabs.example.com",
+			"industry": "Technology",
+			"job_title": "VP Engineering",
+			"status": "Qualified",
+			"source": "Cold Calling",
+			"no_of_employees": "1-10",
+			"annual_revenue": 750000,
+			"lead_owner": session_user,
+		},
+		# [9] Jack — will be converted to a deal
+		{
+			"first_name": "Jack",
+			"last_name": "Morrison",
+			"email": "jack.morrison@example.com",
+			"mobile_no": "+1 555 000 8901",
+			"organization": "Meridian Systems",
+			"website": "https://meridiansystems.example.com",
+			"industry": "Defense",
+			"job_title": "CEO",
+			"status": "Qualified",
+			"source": "Reference",
+			"no_of_employees": "501-1000",
+			"annual_revenue": 25000000,
+			"lead_owner": owner_1,
+		},
+		# [10] Karen — will be converted to a Lost deal
+		{
+			"first_name": "Karen",
+			"last_name": "White",
+			"email": "karen.white@example.com",
+			"mobile_no": "+1 555 000 2222",
+			"organization": "Vertex Analytics",
+			"website": "https://vertexanalytics.example.com",
+			"industry": "Financial Services",
+			"job_title": "Director of Strategy",
+			"status": "Qualified",
+			"source": "Advertisement",
+			"no_of_employees": "201-500",
+			"annual_revenue": 9000000,
+			"lead_owner": owner_2,
+		},
+		# [11] Leo — will be converted to a Lost deal
+		{
+			"first_name": "Leo",
+			"last_name": "Brown",
+			"email": "leo.brown@example.com",
+			"mobile_no": "+1 555 000 3333",
+			"organization": "Forge Digital",
+			"website": "https://forgedigital.example.com",
+			"industry": "Advertising",
+			"job_title": "Head of Product",
+			"status": "Qualified",
+			"source": "Cold Calling",
+			"no_of_employees": "51-200",
+			"annual_revenue": 4000000,
+			"lead_owner": session_user,
+		},
+	]
+
+	now = datetime.now()
+	created = []
+	for data, days in zip(leads_data, _LEAD_DAYS, strict=False):
+		ts = now - timedelta(days=days)
+		owner = data["lead_owner"]
+		lead = frappe.get_doc({"doctype": "CRM Lead", **data}).insert(ignore_permissions=True)
+		backdate("CRM Lead", lead.name, owner, ts)
+		fix_auto_records("CRM Lead", lead.name, owner, ts)
+		created.append(lead.name)
+
+	return created
+
+
+def rebackdate_demo_leads(lead_names, demo_users):
+	"""Re-apply modified timestamps after activity creation resets them."""
+	session_user, owner_1, owner_2, owner_3 = resolve_owners(demo_users)
+	# Must match the lead_owner assignments in create_demo_leads (same index order)
+	_owners = [
+		session_user,
+		owner_1,
+		owner_2,
+		owner_1,
+		owner_1,
+		owner_2,
+		session_user,
+		owner_3,
+		session_user,
+		owner_1,
+		owner_2,
+		session_user,
+	]
+	now = datetime.now()
+	for name, days, owner in zip(lead_names, _LEAD_LAST_TOUCHED_DAYS, _owners, strict=False):
+		backdate("CRM Lead", name, owner, now - timedelta(days=days), set_creation=False)
+
+
+def delete_demo_leads(lead_names):
+	for name in lead_names:
+		if frappe.db.exists("CRM Lead", name):
+			frappe.delete_doc("CRM Lead", name, ignore_permissions=True, force=True)

crm/demo/notes.py

@@ -0,0 +1,86 @@
+from datetime import datetime, timedelta
+
+import frappe
+
+from crm.demo.utils import backdate, resolve_owners
+
+
+def create_demo_notes(lead_names, demo_users):
+	session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
+	now = datetime.now()
+
+	# Two notes per lead — a call summary and a follow-up observation
+	notes_data = [
+		{
+			"title": "Initial Discovery Call",
+			"content": "<p>Had a productive intro call. They're evaluating solutions for Q3. Key stakeholders include the CTO and VP of Sales. Budget is pre-approved. Follow up with a tailored proposal.</p>",
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[0],
+			"owner": session_user,
+			"days_ago": 56,
+		},
+		{
+			"title": "Pain Points Identified",
+			"content": "<p>Current system lacks reporting and integrations. Team size is growing fast — 40% headcount increase this year. Decision timeline is 6–8 weeks.</p>",
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[0],
+			"owner": session_user,
+			"days_ago": 51,
+		},
+		{
+			"title": "Demo Feedback",
+			"content": "<p>Very positive response to the pipeline view. Asked about custom fields and API access. Needs sign-off from CFO before moving forward.</p>",
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[1],
+			"owner": owner_1,
+			"days_ago": 46,
+		},
+		{
+			"title": "Competitor Mentioned",
+			"content": "<p>Currently trialing a competitor. Our differentiators: better UX, open source, and lower TCO. Send a comparison doc before next call.</p>",
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[1],
+			"owner": owner_1,
+			"days_ago": 39,
+		},
+		{
+			"title": "Requirements Gathered",
+			"content": "<p>Needs CRM + email integration + team collaboration. Currently using spreadsheets. Strong motivation to move to a structured system this quarter.</p>",
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[2],
+			"owner": owner_2,
+			"days_ago": 44,
+		},
+		{
+			"title": "Pricing Discussion",
+			"content": "<p>Walked through pricing tiers. They prefer an annual plan. Requested a 2-week trial extension. Champion is very engaged — internal buy-in looks strong.</p>",
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[3],
+			"owner": owner_1,
+			"days_ago": 40,
+		},
+	]
+
+	created = []
+	for data in notes_data:
+		ts = now - timedelta(days=data["days_ago"])
+		owner = data["owner"]
+		note = frappe.get_doc(
+			{
+				"doctype": "FCRM Note",
+				"title": data["title"],
+				"content": data["content"],
+				"reference_doctype": data["reference_doctype"],
+				"reference_docname": data["reference_docname"],
+			}
+		).insert(ignore_permissions=True)
+		backdate("FCRM Note", note.name, owner, ts)
+		created.append(note.name)
+
+	return created
+
+
+def delete_demo_notes(note_names):
+	for name in note_names:
+		if frappe.db.exists("FCRM Note", name):
+			frappe.delete_doc("FCRM Note", name, ignore_permissions=True, force=True)

crm/demo/tasks.py

@@ -0,0 +1,96 @@
+import frappe
+
+from crm.demo.utils import backdate, resolve_owners
+
+
+def create_demo_tasks(lead_names, demo_users):
+	from datetime import date, datetime, timedelta
+
+	today = date.today()
+	now = datetime.now()
+	session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
+
+	tasks_data = [
+		{
+			"title": "Send proposal document",
+			"priority": "High",
+			"status": "Todo",
+			"assigned_to": session_user,
+			"due_date": today + timedelta(days=2),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[0],
+			"description": "Prepare and send a tailored proposal covering pricing, integrations, and onboarding timeline.",
+			"days_ago": 1,
+		},
+		{
+			"title": "Schedule technical demo",
+			"priority": "Medium",
+			"status": "In Progress",
+			"assigned_to": owner_1,
+			"due_date": today + timedelta(days=5),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[0],
+			"description": "Coordinate with the CTO to set up a 1-hour technical deep-dive session.",
+			"days_ago": 3,
+		},
+		{
+			"title": "Follow up on trial access",
+			"priority": "High",
+			"status": "Todo",
+			"assigned_to": owner_1,
+			"due_date": today + timedelta(days=1),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[1],
+			"description": "Check in on trial progress and address any blockers before the next call.",
+			"days_ago": 2,
+		},
+		{
+			"title": "Send competitor comparison doc",
+			"priority": "Medium",
+			"status": "Done",
+			"assigned_to": owner_2,
+			"due_date": today - timedelta(days=2),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[1],
+			"description": "Share the feature comparison sheet highlighting our advantages over the competitor they're trialing.",
+			"days_ago": 6,
+		},
+		{
+			"title": "Set up trial environment",
+			"priority": "High",
+			"status": "In Progress",
+			"assigned_to": owner_2,
+			"due_date": today + timedelta(days=3),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[2],
+			"description": "Provision a trial instance with sample data pre-loaded for their team to evaluate.",
+			"days_ago": 3,
+		},
+		{
+			"title": "Confirm annual plan details",
+			"priority": "Low",
+			"status": "Backlog",
+			"assigned_to": session_user,
+			"due_date": today + timedelta(days=10),
+			"reference_doctype": "CRM Lead",
+			"reference_docname": lead_names[3],
+			"description": "Finalize seat count and send updated quote for annual subscription.",
+			"days_ago": 1,
+		},
+	]
+
+	created = []
+	for data in tasks_data:
+		owner = data["assigned_to"]
+		ts = now - timedelta(days=data.pop("days_ago"))
+		task = frappe.get_doc({"doctype": "CRM Task", **data}).insert(ignore_permissions=True)
+		backdate("CRM Task", task.name, owner, ts)
+		created.append(task.name)
+
+	return created
+
+
+def delete_demo_tasks(task_names):
+	for name in task_names:
+		if frappe.db.exists("CRM Task", name):
+			frappe.delete_doc("CRM Task", name, ignore_permissions=True, force=True)

crm/demo/users.py

@@ -0,0 +1,89 @@
+from datetime import datetime, timedelta
+
+import frappe
+from frappe.query_builder import DocType
+
+DEMO_USERS = [
+	{
+		"email": "sarah.demo@example.com",
+		"first_name": "Sarah",
+		"last_name": "Connor",
+		"mobile_no": "+1 555 100 0002",
+		"roles": ["Sales Manager", "Sales User"],
+		"avatar": "/assets/crm/images/demo/sarah-connor.png",
+	},
+	{
+		"email": "john.demo@example.com",
+		"first_name": "John",
+		"last_name": "Parker",
+		"mobile_no": "+1 555 100 0003",
+		"roles": ["Sales User"],
+		"avatar": "/assets/crm/images/demo/john-parker.png",
+	},
+	{
+		"email": "emily.demo@example.com",
+		"first_name": "Emily",
+		"last_name": "Chen",
+		"mobile_no": "+1 555 100 0004",
+		"roles": ["Sales User"],
+		"avatar": "/assets/crm/images/demo/emily-chen.png",
+	},
+]
+
+DEMO_USER_EMAILS = [u["email"] for u in DEMO_USERS]
+
+
+def create_demo_users():
+	for user_data in DEMO_USERS:
+		if not frappe.db.exists("User", user_data["email"]):
+			frappe.get_doc(
+				{
+					"doctype": "User",
+					"email": user_data["email"],
+					"first_name": user_data["first_name"],
+					"last_name": user_data["last_name"],
+					"send_welcome_email": 0,
+					"user_type": "System User",
+					"mobile_no": user_data["mobile_no"],
+					"user_image": user_data["avatar"],
+					"roles": [{"role": r} for r in user_data["roles"]],
+				}
+			).insert(ignore_permissions=True)
+
+	# Backdate auto-created contacts and set their image
+	_ts = datetime.now() - timedelta(days=70)
+	_avatar_by_email = {u["email"]: u["avatar"] for u in DEMO_USERS}
+	contact_names = frappe.get_all(
+		"Contact", filters={"user": ["in", DEMO_USER_EMAILS]}, fields=["name", "user"]
+	)
+	for row in contact_names:
+		frappe.db.set_value(
+			"Contact",
+			row.name,
+			{"image": _avatar_by_email.get(row.user, ""), "creation": _ts, "modified": _ts},
+			update_modified=False,
+		)
+
+	return DEMO_USER_EMAILS
+
+
+def delete_demo_users(demo_user_emails):
+	# delete notifications first — they link to users and block deletion
+	Notification = DocType("CRM Notification")
+	frappe.qb.from_(Notification).delete().where(
+		(Notification.from_user.isin(demo_user_emails)) | (Notification.to_user.isin(demo_user_emails))
+	).run()
+
+	# collect contact names before deleting users — User.on_trash NULLs contact.user
+	contact_names = frappe.get_all("Contact", filters={"user": ["in", demo_user_emails]}, pluck="name")
+
+	for email in demo_user_emails:
+		if frappe.db.exists("User", email):
+			frappe.delete_doc("User", email, ignore_permissions=True, force=True)
+
+	if contact_names:
+		for child_doctype in ("Contact Email", "Contact Phone", "Dynamic Link"):
+			Child = DocType(child_doctype)
+			frappe.qb.from_(Child).delete().where(Child.parent.isin(contact_names)).run()
+		Contact = DocType("Contact")
+		frappe.qb.from_(Contact).delete().where(Contact.name.isin(contact_names)).run()

crm/demo/utils.py

@@ -0,0 +1,117 @@
+import json
+
+import frappe
+from frappe.query_builder import DocType
+
+
+def resolve_owners(demo_users):
+	"""Return (session_user, owner_1, owner_2, owner_3) each falling back to session_user."""
+	s = frappe.session.user
+	if s in ("Administrator", "Guest"):
+		s = demo_users[0] if demo_users else s
+	owners = [demo_users[i] if i < len(demo_users) else s for i in range(3)]
+	return (s, *owners)
+
+
+def build_full_names(session_user):
+	"""Return {email: full_name} mapping for all demo users plus session_user."""
+	from crm.demo.users import DEMO_USERS
+
+	names = {u["email"]: f"{u['first_name']} {u['last_name']}" for u in DEMO_USERS}
+	names[session_user] = frappe.utils.get_fullname(session_user)
+	return names
+
+
+def backdate(doctype, name, owner, ts, *, set_creation=True):
+	"""Set owner, modified_by, modified (and optionally creation) without triggering hooks."""
+	fields = {"owner": owner, "modified_by": owner, "modified": ts}
+	if set_creation:
+		fields["creation"] = ts
+	frappe.db.set_value(doctype, name, fields, update_modified=False)
+
+
+def fix_auto_records(doctype, docname, owner, ts):
+	"""Backdate the Version and assignment Comment auto-created with owner='Administrator' on insert."""
+	Version = DocType("Version")
+	(
+		frappe.qb.update(Version)
+		.set(Version.owner, owner)
+		.set(Version.modified_by, owner)
+		.set(Version.creation, ts)
+		.set(Version.modified, ts)
+		.where(
+			(Version.ref_doctype == doctype)
+			& (Version.docname == docname)
+			& (Version.owner == "Administrator")
+		)
+		.run()
+	)
+	Comment = DocType("Comment")
+	(
+		frappe.qb.update(Comment)
+		.set(Comment.owner, owner)
+		.set(Comment.modified_by, owner)
+		.set(Comment.comment_email, owner)
+		.set(Comment.creation, ts)
+		.set(Comment.modified, ts)
+		.where(
+			(Comment.reference_doctype == doctype)
+			& (Comment.reference_name == docname)
+			& (Comment.owner == "Administrator")
+		)
+		.run()
+	)
+
+
+def insert_comment(reference_doctype, reference_name, owner, content, full_names, ts):
+	"""Insert a Comment, backdate it, and return its name."""
+	comment = frappe.get_doc(
+		{
+			"doctype": "Comment",
+			"comment_type": "Comment",
+			"reference_doctype": reference_doctype,
+			"reference_name": reference_name,
+			"content": content,
+			"comment_email": owner,
+			"comment_by": full_names.get(owner, owner),
+		}
+	).insert(ignore_permissions=True)
+	backdate("Comment", comment.name, owner, ts)
+	return comment.name
+
+
+def insert_communication(reference_doctype, reference_name, data, full_names, ts):
+	"""Insert an email Communication, backdate it, and return its name."""
+	comm = frappe.get_doc(
+		{
+			"doctype": "Communication",
+			"communication_type": "Communication",
+			"communication_medium": "Email",
+			"status": "Linked",
+			"sent_or_received": data["sent_or_received"],
+			"reference_doctype": reference_doctype,
+			"reference_name": reference_name,
+			"subject": data["subject"],
+			"content": data["content"],
+			"sender": data["sender"],
+			"sender_full_name": full_names.get(data["sender"], data["sender"]),
+			"recipients": data["recipients"],
+			"communication_date": ts,
+		}
+	).insert(ignore_permissions=True)
+	backdate("Communication", comm.name, data["owner"], ts)
+	return comm.name
+
+
+def insert_version(ref_doctype, docname, owner, changed, ts):
+	"""Insert a Version record, backdate it, and return its name."""
+	version = frappe.get_doc(
+		{
+			"doctype": "Version",
+			"ref_doctype": ref_doctype,
+			"docname": docname,
+			"data": json.dumps({"changed": changed}),
+		}
+	).insert(ignore_permissions=True)
+	backdate("Version", version.name, owner, ts)
+	return version.name