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)