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