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

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