414 lines
14 KiB
Python
414 lines
14 KiB
Python
# Copyright (c) 2022, Frappe Technologies Pvt. Ltd. and Contributors
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# MIT License. See license.txt
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import click
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import frappe
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from frappe.custom.doctype.custom_field.custom_field import create_custom_fields
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from crm.fcrm.doctype.crm_products.crm_products import create_product_details_script
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def before_install():
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pass
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def after_install(force=False):
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add_default_lead_statuses()
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add_default_deal_statuses()
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add_default_communication_statuses()
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add_default_fields_layout(force)
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add_property_setter()
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add_email_template_custom_fields()
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add_default_industries()
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add_default_lead_sources()
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add_default_lost_reasons()
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add_standard_dropdown_items()
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add_default_scripts()
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frappe.db.commit()
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def add_default_lead_statuses():
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statuses = {
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"New": {
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"color": "gray",
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"position": 1,
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},
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"Contacted": {
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"color": "orange",
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"position": 2,
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},
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"Nurture": {
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"color": "blue",
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"position": 3,
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},
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"Qualified": {
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"color": "green",
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"position": 4,
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},
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"Unqualified": {
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"color": "red",
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"position": 5,
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},
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"Junk": {
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"color": "purple",
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"position": 6,
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},
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}
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for status in statuses:
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if frappe.db.exists("CRM Lead Status", status):
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continue
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doc = frappe.new_doc("CRM Lead Status")
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doc.lead_status = status
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doc.color = statuses[status]["color"]
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doc.position = statuses[status]["position"]
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doc.insert()
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def add_default_deal_statuses():
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statuses = {
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"Qualification": {
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"color": "gray",
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"probability": 10,
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"position": 1,
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},
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"Demo/Making": {
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"color": "orange",
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"probability": 25,
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"position": 2,
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},
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"Proposal/Quotation": {
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"color": "blue",
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"probability": 50,
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"position": 3,
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},
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"Negotiation": {
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"color": "yellow",
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"probability": 70,
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"position": 4,
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},
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"Ready to Close": {
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"color": "purple",
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"probability": 90,
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"position": 5,
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},
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"Won": {
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"color": "green",
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"probability": 100,
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"position": 6,
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},
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"Lost": {
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"color": "red",
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"probability": 0,
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"position": 7,
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},
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}
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for status in statuses:
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if frappe.db.exists("CRM Deal Status", status):
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continue
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doc = frappe.new_doc("CRM Deal Status")
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doc.deal_status = status
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doc.color = statuses[status]["color"]
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doc.probability = statuses[status]["probability"]
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doc.position = statuses[status]["position"]
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doc.insert()
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def add_default_communication_statuses():
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statuses = ["Open", "Replied"]
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for status in statuses:
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if frappe.db.exists("CRM Communication Status", status):
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continue
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doc = frappe.new_doc("CRM Communication Status")
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doc.status = status
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doc.insert()
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def add_default_fields_layout(force=False):
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quick_entry_layouts = {
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"CRM Lead-Quick Entry": {
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"doctype": "CRM Lead",
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"layout": '[{"name": "person_section", "columns": [{"name": "column_5jrk", "fields": ["salutation", "email"]}, {"name": "column_5CPV", "fields": ["first_name", "mobile_no"]}, {"name": "column_gXOy", "fields": ["last_name", "gender"]}]}, {"name": "organization_section", "columns": [{"name": "column_GHfX", "fields": ["organization", "territory"]}, {"name": "column_hXjS", "fields": ["website", "annual_revenue"]}, {"name": "column_RDNA", "fields": ["no_of_employees", "industry"]}]}, {"name": "lead_section", "columns": [{"name": "column_EO1H", "fields": ["status"]}, {"name": "column_RWBe", "fields": ["lead_owner"]}]}]',
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},
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"CRM Deal-Quick Entry": {
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"doctype": "CRM Deal",
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"layout": '[{"name": "organization_section", "hidden": true, "editable": false, "columns": [{"name": "column_GpMP", "fields": ["organization"]}, {"name": "column_FPTn", "fields": []}]}, {"name": "organization_details_section", "editable": false, "columns": [{"name": "column_S3tQ", "fields": ["organization_name", "territory"]}, {"name": "column_KqV1", "fields": ["website", "annual_revenue"]}, {"name": "column_1r67", "fields": ["no_of_employees", "industry"]}]}, {"name": "contact_section", "hidden": true, "editable": false, "columns": [{"name": "column_CeXr", "fields": ["contact"]}, {"name": "column_yHbk", "fields": []}]}, {"name": "contact_details_section", "editable": false, "columns": [{"name": "column_ZTWr", "fields": ["salutation", "email"]}, {"name": "column_tabr", "fields": ["first_name", "mobile_no"]}, {"name": "column_Qjdx", "fields": ["last_name", "gender"]}]}, {"name": "deal_section", "columns": [{"name": "column_mdps", "fields": ["status"]}, {"name": "column_H40H", "fields": ["deal_owner"]}]}]',
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},
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"Contact-Quick Entry": {
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"doctype": "Contact",
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"layout": '[{"name": "salutation_section", "columns": [{"name": "column_eXks", "fields": ["salutation"]}]}, {"name": "full_name_section", "hideBorder": true, "columns": [{"name": "column_cSxf", "fields": ["first_name"]}, {"name": "column_yBc7", "fields": ["last_name"]}]}, {"name": "email_section", "hideBorder": true, "columns": [{"name": "column_tH3L", "fields": ["email_id"]}]}, {"name": "mobile_gender_section", "hideBorder": true, "columns": [{"name": "column_lrfI", "fields": ["mobile_no"]}, {"name": "column_Tx3n", "fields": ["gender"]}]}, {"name": "organization_section", "hideBorder": true, "columns": [{"name": "column_S0J8", "fields": ["company_name"]}]}, {"name": "designation_section", "hideBorder": true, "columns": [{"name": "column_bsO8", "fields": ["designation"]}]}, {"name": "address_section", "hideBorder": true, "columns": [{"name": "column_W3VY", "fields": ["address"]}]}]',
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},
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"CRM Organization-Quick Entry": {
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"doctype": "CRM Organization",
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"layout": '[{"name": "organization_section", "columns": [{"name": "column_zOuv", "fields": ["organization_name"]}]}, {"name": "website_revenue_section", "hideBorder": true, "columns": [{"name": "column_I5Dy", "fields": ["website"]}, {"name": "column_Rgss", "fields": ["annual_revenue"]}]}, {"name": "territory_section", "hideBorder": true, "columns": [{"name": "column_w6ap", "fields": ["territory"]}]}, {"name": "employee_industry_section", "hideBorder": true, "columns": [{"name": "column_u5tZ", "fields": ["no_of_employees"]}, {"name": "column_FFrT", "fields": ["industry"]}]}, {"name": "address_section", "hideBorder": true, "columns": [{"name": "column_O2dk", "fields": ["address"]}]}]',
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},
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"Address-Quick Entry": {
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"doctype": "Address",
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"layout": '[{"name": "details_section", "columns": [{"name": "column_uSSG", "fields": ["address_title", "address_type", "address_line1", "address_line2", "city", "state", "country", "pincode"]}]}]',
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},
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"CRM Call Log-Quick Entry": {
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"doctype": "CRM Call Log",
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"layout": '[{"name":"details_section","columns":[{"name":"column_uMSG","fields":["type","from","duration"]},{"name":"column_wiZT","fields":["to","status","caller","receiver"]}]}]',
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},
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}
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sidebar_fields_layouts = {
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"CRM Lead-Side Panel": {
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"doctype": "CRM Lead",
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"layout": '[{"label": "Details", "name": "details_section", "opened": true, "columns": [{"name": "column_kl92", "fields": ["organization", "website", "territory", "industry", "job_title", "source", "lead_owner"]}]}, {"label": "Person", "name": "person_section", "opened": true, "columns": [{"name": "column_XmW2", "fields": ["salutation", "first_name", "last_name", "email", "mobile_no"]}]}]',
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},
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"CRM Deal-Side Panel": {
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"doctype": "CRM Deal",
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"layout": '[{"label": "Contacts", "name": "contacts_section", "opened": true, "editable": false, "contacts": []}, {"label": "Organization Details", "name": "organization_section", "opened": true, "columns": [{"name": "column_na2Q", "fields": ["organization", "website", "territory", "annual_revenue", "close_date", "probability", "next_step", "deal_owner"]}]}]',
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},
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"Contact-Side Panel": {
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"doctype": "Contact",
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"layout": '[{"label": "Details", "name": "details_section", "opened": true, "columns": [{"name": "column_eIWl", "fields": ["salutation", "first_name", "last_name", "email_id", "mobile_no", "gender", "company_name", "designation", "address"]}]}]',
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},
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"CRM Organization-Side Panel": {
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"doctype": "CRM Organization",
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"layout": '[{"label": "Details", "name": "details_section", "opened": true, "columns": [{"name": "column_IJOV", "fields": ["organization_name", "website", "territory", "industry", "no_of_employees", "address"]}]}]',
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},
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}
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data_fields_layouts = {
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"CRM Lead-Data Fields": {
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"doctype": "CRM Lead",
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"layout": '[{"label": "Details", "name": "details_section", "opened": true, "columns": [{"name": "column_ZgLG", "fields": ["organization", "industry", "lead_owner"]}, {"name": "column_TbYq", "fields": ["website", "job_title"]}, {"name": "column_OKSX", "fields": ["territory", "source"]}]}, {"label": "Person", "name": "person_section", "opened": true, "columns": [{"name": "column_6c5g", "fields": ["salutation", "email"]}, {"name": "column_1n7Q", "fields": ["first_name", "mobile_no"]}, {"name": "column_cT6C", "fields": ["last_name"]}]}]',
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},
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"CRM Deal-Data Fields": {
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"doctype": "CRM Deal",
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"layout": '[{"label": "Details", "name": "details_section", "opened": true, "columns": [{"name": "column_z9XL", "fields": ["organization", "annual_revenue", "next_step"]}, {"name": "column_gM4w", "fields": ["website", "close_date", "deal_owner"]}, {"name": "column_gWmE", "fields": ["territory", "probability"]}]}]',
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},
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}
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for layout in quick_entry_layouts:
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if frappe.db.exists("CRM Fields Layout", layout):
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if force:
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frappe.delete_doc("CRM Fields Layout", layout)
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else:
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continue
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doc = frappe.new_doc("CRM Fields Layout")
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doc.type = "Quick Entry"
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doc.dt = quick_entry_layouts[layout]["doctype"]
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doc.layout = quick_entry_layouts[layout]["layout"]
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doc.insert()
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for layout in sidebar_fields_layouts:
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if frappe.db.exists("CRM Fields Layout", layout):
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if force:
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frappe.delete_doc("CRM Fields Layout", layout)
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else:
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continue
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doc = frappe.new_doc("CRM Fields Layout")
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doc.type = "Side Panel"
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doc.dt = sidebar_fields_layouts[layout]["doctype"]
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doc.layout = sidebar_fields_layouts[layout]["layout"]
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doc.insert()
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for layout in data_fields_layouts:
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if frappe.db.exists("CRM Fields Layout", layout):
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if force:
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frappe.delete_doc("CRM Fields Layout", layout)
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else:
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continue
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doc = frappe.new_doc("CRM Fields Layout")
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doc.type = "Data Fields"
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doc.dt = data_fields_layouts[layout]["doctype"]
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doc.layout = data_fields_layouts[layout]["layout"]
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doc.insert()
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def add_property_setter():
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if not frappe.db.exists("Property Setter", {"name": "Contact-main-search_fields"}):
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doc = frappe.new_doc("Property Setter")
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doc.doctype_or_field = "DocType"
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doc.doc_type = "Contact"
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doc.property = "search_fields"
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doc.property_type = "Data"
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doc.value = "email_id"
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doc.insert()
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def add_email_template_custom_fields():
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if not frappe.get_meta("Email Template").has_field("enabled"):
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click.secho("* Installing Custom Fields in Email Template")
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create_custom_fields(
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{
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"Email Template": [
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{
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"default": "0",
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"fieldname": "enabled",
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"fieldtype": "Check",
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"label": "Enabled",
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"insert_after": "",
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},
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{
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"fieldname": "reference_doctype",
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"fieldtype": "Link",
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"label": "Doctype",
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"options": "DocType",
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"insert_after": "enabled",
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},
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]
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}
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)
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frappe.clear_cache(doctype="Email Template")
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def add_default_industries():
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industries = [
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"Accounting",
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"Advertising",
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"Aerospace",
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"Agriculture",
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"Airline",
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"Apparel & Accessories",
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"Automotive",
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"Banking",
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"Biotechnology",
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"Broadcasting",
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"Brokerage",
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"Chemical",
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"Computer",
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"Consulting",
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"Consumer Products",
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"Cosmetics",
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"Defense",
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"Department Stores",
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"Education",
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"Electronics",
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"Energy",
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"Entertainment & Leisure, Executive Search",
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"Financial Services",
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"Food",
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"Beverage & Tobacco",
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"Grocery",
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"Health Care",
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"Internet Publishing",
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"Investment Banking",
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"Legal",
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"Manufacturing",
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"Motion Picture & Video",
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"Music",
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"Newspaper Publishers",
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"Online Auctions",
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"Pension Funds",
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"Pharmaceuticals",
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"Private Equity",
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"Publishing",
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"Real Estate",
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"Retail & Wholesale",
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"Securities & Commodity Exchanges",
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"Service",
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"Soap & Detergent",
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"Software",
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"Sports",
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"Technology",
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"Telecommunications",
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"Television",
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"Transportation",
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"Venture Capital",
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]
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for industry in industries:
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if frappe.db.exists("CRM Industry", industry):
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continue
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doc = frappe.new_doc("CRM Industry")
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doc.industry = industry
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doc.insert()
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def add_default_lead_sources():
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lead_sources = [
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"Existing Customer",
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"Reference",
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"Advertisement",
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"Cold Calling",
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"Exhibition",
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"Supplier Reference",
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"Mass Mailing",
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"Customer's Vendor",
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"Campaign",
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"Walk In",
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]
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for source in lead_sources:
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if frappe.db.exists("CRM Lead Source", source):
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continue
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doc = frappe.new_doc("CRM Lead Source")
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doc.source_name = source
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doc.insert()
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def add_default_lost_reasons():
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lost_reasons = [
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{
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"reason": "Pricing",
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"description": "The prospect found the pricing to be too high or not competitive.",
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},
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{"reason": "Competition", "description": "The prospect chose a competitor's product or service."},
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{
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"reason": "Budget Constraints",
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"description": "The prospect did not have the budget to proceed with the purchase.",
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},
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{
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"reason": "Missing Features",
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"description": "The prospect felt that the product or service was missing key features they needed.",
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},
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{
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"reason": "Long Sales Cycle",
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"description": "The sales process took too long, leading to loss of interest.",
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},
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{
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"reason": "No Decision-Maker",
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"description": "The prospect was not the decision-maker and could not proceed.",
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},
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{"reason": "Unresponsive Prospect", "description": "The prospect did not respond to follow-ups."},
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{"reason": "Poor Fit", "description": "The prospect was not a good fit for the product or service."},
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{"reason": "Other", "description": ""},
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]
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for reason in lost_reasons:
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if frappe.db.exists("CRM Lost Reason", reason):
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continue
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doc = frappe.new_doc("CRM Lost Reason")
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doc.lost_reason = reason["reason"]
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doc.description = reason["description"]
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doc.insert()
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def add_standard_dropdown_items():
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crm_settings = frappe.get_single("FCRM Settings")
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# don't add dropdown items if they're already present
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if crm_settings.dropdown_items:
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return
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crm_settings.dropdown_items = []
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for item in frappe.get_hooks("standard_dropdown_items"):
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crm_settings.append("dropdown_items", item)
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crm_settings.save()
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def add_default_scripts():
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from crm.fcrm.doctype.fcrm_settings.fcrm_settings import create_forecasting_script
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for doctype in ["CRM Lead", "CRM Deal"]:
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create_product_details_script(doctype)
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create_forecasting_script()
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