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87 lines
2.9 KiB
Python
87 lines
2.9 KiB
Python
from datetime import datetime, timedelta
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import frappe
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from crm.demo.utils import backdate, resolve_owners
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def create_demo_notes(lead_names, demo_users):
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session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
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now = datetime.now()
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# Two notes per lead — a call summary and a follow-up observation
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notes_data = [
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{
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"title": "Initial Discovery Call",
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"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>",
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[0],
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"owner": session_user,
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"days_ago": 56,
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},
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{
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"title": "Pain Points Identified",
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"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>",
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[0],
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"owner": session_user,
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"days_ago": 51,
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},
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{
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"title": "Demo Feedback",
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"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>",
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[1],
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"owner": owner_1,
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"days_ago": 46,
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},
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{
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"title": "Competitor Mentioned",
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"content": "<p>Currently trialing a competitor. Our differentiators: better UX, open source, and lower TCO. Send a comparison doc before next call.</p>",
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[1],
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"owner": owner_1,
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"days_ago": 39,
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},
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{
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"title": "Requirements Gathered",
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"content": "<p>Needs CRM + email integration + team collaboration. Currently using spreadsheets. Strong motivation to move to a structured system this quarter.</p>",
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[2],
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"owner": owner_2,
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"days_ago": 44,
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},
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{
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"title": "Pricing Discussion",
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"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>",
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[3],
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"owner": owner_1,
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"days_ago": 40,
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},
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]
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created = []
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for data in notes_data:
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ts = now - timedelta(days=data["days_ago"])
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owner = data["owner"]
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note = frappe.get_doc(
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{
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"doctype": "FCRM Note",
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"title": data["title"],
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"content": data["content"],
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"reference_doctype": data["reference_doctype"],
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"reference_docname": data["reference_docname"],
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}
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).insert(ignore_permissions=True)
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backdate("FCRM Note", note.name, owner, ts)
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created.append(note.name)
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return created
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def delete_demo_notes(note_names):
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for name in note_names:
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if frappe.db.exists("FCRM Note", name):
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frappe.delete_doc("FCRM Note", name, ignore_permissions=True, force=True)
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