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97 lines
2.9 KiB
Python
97 lines
2.9 KiB
Python
import frappe
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from crm.demo.utils import backdate, resolve_owners
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def create_demo_tasks(lead_names, demo_users):
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from datetime import date, datetime, timedelta
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today = date.today()
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now = datetime.now()
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session_user, owner_1, owner_2, _ = resolve_owners(demo_users)
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tasks_data = [
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{
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"title": "Send proposal document",
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"priority": "High",
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"status": "Todo",
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"assigned_to": session_user,
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"due_date": today + timedelta(days=2),
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[0],
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"description": "Prepare and send a tailored proposal covering pricing, integrations, and onboarding timeline.",
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"days_ago": 1,
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},
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{
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"title": "Schedule technical demo",
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"priority": "Medium",
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"status": "In Progress",
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"assigned_to": owner_1,
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"due_date": today + timedelta(days=5),
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[0],
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"description": "Coordinate with the CTO to set up a 1-hour technical deep-dive session.",
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"days_ago": 3,
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},
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{
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"title": "Follow up on trial access",
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"priority": "High",
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"status": "Todo",
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"assigned_to": owner_1,
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"due_date": today + timedelta(days=1),
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[1],
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"description": "Check in on trial progress and address any blockers before the next call.",
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"days_ago": 2,
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},
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{
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"title": "Send competitor comparison doc",
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"priority": "Medium",
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"status": "Done",
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"assigned_to": owner_2,
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"due_date": today - timedelta(days=2),
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[1],
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"description": "Share the feature comparison sheet highlighting our advantages over the competitor they're trialing.",
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"days_ago": 6,
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},
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{
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"title": "Set up trial environment",
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"priority": "High",
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"status": "In Progress",
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"assigned_to": owner_2,
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"due_date": today + timedelta(days=3),
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[2],
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"description": "Provision a trial instance with sample data pre-loaded for their team to evaluate.",
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"days_ago": 3,
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},
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{
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"title": "Confirm annual plan details",
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"priority": "Low",
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"status": "Backlog",
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"assigned_to": session_user,
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"due_date": today + timedelta(days=10),
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"reference_doctype": "CRM Lead",
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"reference_docname": lead_names[3],
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"description": "Finalize seat count and send updated quote for annual subscription.",
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"days_ago": 1,
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},
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]
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created = []
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for data in tasks_data:
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owner = data["assigned_to"]
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ts = now - timedelta(days=data.pop("days_ago"))
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task = frappe.get_doc({"doctype": "CRM Task", **data}).insert(ignore_permissions=True)
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backdate("CRM Task", task.name, owner, ts)
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created.append(task.name)
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return created
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def delete_demo_tasks(task_names):
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for name in task_names:
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if frappe.db.exists("CRM Task", name):
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frappe.delete_doc("CRM Task", name, ignore_permissions=True, force=True)
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