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

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)