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

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)