kanban

kanban

Author: ashwin31

backend/accounts/migrations/0001_initial.py

@@ -6,7 +6,6 @@
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = []

backend/accounts/migrations/0002_initial.py

@@ -6,7 +6,6 @@
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [

backend/accounts/migrations/0003_add_tags_related_name.py

@@ -4,7 +4,6 @@
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0002_initial"),
         ("common", "0002_enable_rls"),

backend/accounts/migrations/0004_remove_phonenumberfield.py

@@ -4,7 +4,6 @@
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0003_add_tags_related_name"),
     ]

backend/accounts/migrations/0005_add_currency_fields.py

@@ -6,7 +6,6 @@
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0004_remove_phonenumberfield"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),

backend/accounts/migrations/0006_add_enterprise_constraints.py

@@ -13,25 +13,23 @@ def cleanup_duplicate_account_names(apps, schema_editor):
     Find duplicate account names (case-insensitive) within each org
     and append a numeric suffix to make them unique.
     """
-    Account = apps.get_model('accounts', 'Account')
+    Account = apps.get_model("accounts", "Account")
 
     # Find duplicates: group by lower(name) + org, having count > 1
     duplicates = (
-        Account.objects
-        .annotate(name_lower=Lower('name'))
-        .values('name_lower', 'org_id')
-        .annotate(count=Count('id'))
+        Account.objects.annotate(name_lower=Lower("name"))
+        .values("name_lower", "org_id")
+        .annotate(count=Count("id"))
         .filter(count__gt=1)
     )
 
     for dup in duplicates:
         # Get all accounts with this name in this org, ordered by created_at
         accounts = list(
-            Account.objects
-            .filter(org_id=dup['org_id'])
-            .annotate(name_lower=Lower('name'))
-            .filter(name_lower=dup['name_lower'])
-            .order_by('created_at')
+            Account.objects.filter(org_id=dup["org_id"])
+            .annotate(name_lower=Lower("name"))
+            .filter(name_lower=dup["name_lower"])
+            .order_by("created_at")
         )
 
         # Keep the first one (oldest), rename the rest
@@ -40,17 +38,19 @@ def cleanup_duplicate_account_names(apps, schema_editor):
             new_name = f"{account.name} ({i})"
             # Ensure the new name is also unique
             counter = i
-            while Account.objects.filter(org_id=account.org_id, name__iexact=new_name).exists():
+            while Account.objects.filter(
+                org_id=account.org_id, name__iexact=new_name
+            ).exists():
                 counter += 1
                 new_name = f"{original_name} ({counter})"
             account.name = new_name
-            account.save(update_fields=['name'])
+            account.save(update_fields=["name"])
             print(f"  Renamed duplicate account: '{original_name}' -> '{new_name}'")
 
 
 def cleanup_negative_revenue(apps, schema_editor):
     """Set negative annual_revenue values to NULL."""
-    Account = apps.get_model('accounts', 'Account')
+    Account = apps.get_model("accounts", "Account")
     updated = Account.objects.filter(annual_revenue__lt=0).update(annual_revenue=None)
     if updated:
         print(f"  Set {updated} negative annual_revenue values to NULL")
@@ -62,7 +62,6 @@ def reverse_noop(apps, schema_editor):
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0005_add_currency_fields"),
         ("common", "0008_enable_rls_product_invoice_line_item"),

backend/accounts/serializer.py

@@ -50,7 +50,15 @@ def get_tasks(self, obj):
     @extend_schema_field(list)
     def get_opportunities(self, obj):
         """Return opportunities linked to this account"""
-        return [{"id": str(o.id), "name": o.name, "stage": o.stage, "amount": str(o.amount) if o.amount else "0"} for o in obj.opportunities.all()]
+        return [
+            {
+                "id": str(o.id),
+                "name": o.name,
+                "stage": o.stage,
+                "amount": str(o.amount) if o.amount else "0",
+            }
+            for o in obj.opportunities.all()
+        ]
 
     class Meta:
         model = Account

backend/accounts/tasks.py

@@ -85,5 +85,3 @@ def send_email_to_assigned_user(recipients, account_id, org_id):
             msg = EmailMessage(subject, html_content, to=recipients_list)
             msg.content_subtype = "html"
             msg.send()
-
-

backend/accounts/views.py

@@ -85,9 +85,13 @@ def get_context_data(self, **kwargs):
             if params.get("search"):
                 queryset = queryset.filter(name__icontains=params.get("search"))
             if params.get("created_at__gte"):
-                queryset = queryset.filter(created_at__gte=params.get("created_at__gte"))
+                queryset = queryset.filter(
+                    created_at__gte=params.get("created_at__gte")
+                )
             if params.get("created_at__lte"):
-                queryset = queryset.filter(created_at__lte=params.get("created_at__lte"))
+                queryset = queryset.filter(
+                    created_at__lte=params.get("created_at__lte")
+                )
 
         context = {}
 
@@ -187,27 +191,33 @@ def post(self, request, *args, **kwargs):
 
             # Handle M2M relationships using utilities
             handle_m2m_assignment(
-                account_object, 'contacts', data.get('contacts'),
-                Contact, request.profile.org
+                account_object,
+                "contacts",
+                data.get("contacts"),
+                Contact,
+                request.profile.org,
             )
-            tags = get_or_create_tags(data.get('tags'), request.profile.org)
+            tags = get_or_create_tags(data.get("tags"), request.profile.org)
             if tags:
                 account_object.tags.add(*tags)
             handle_m2m_assignment(
-                account_object, 'teams', data.get('teams'),
-                Teams, request.profile.org
+                account_object, "teams", data.get("teams"), Teams, request.profile.org
             )
             handle_m2m_assignment(
-                account_object, 'assigned_to', data.get('assigned_to'),
-                Profile, request.profile.org, extra_filters={'is_active': True}
+                account_object,
+                "assigned_to",
+                data.get("assigned_to"),
+                Profile,
+                request.profile.org,
+                extra_filters={"is_active": True},
             )
 
             # Handle attachment
             if self.request.FILES.get("account_attachment"):
                 create_attachment(
                     request.FILES.get("account_attachment"),
                     account_object,
-                    request.profile
+                    request.profile,
                 )
 
             recipients = list(
@@ -286,7 +296,9 @@ def put(self, request, pk, format=None):
             account_object.tags.clear()
             if data.get("tags"):
                 tags = json.loads(data.get("tags"))
-                tag_objs = Tags.objects.filter(id__in=tags, org=request.profile.org, is_active=True)
+                tag_objs = Tags.objects.filter(
+                    id__in=tags, org=request.profile.org, is_active=True
+                )
                 account_object.tags.add(*tag_objs)
 
             account_object.teams.clear()
@@ -546,7 +558,10 @@ def patch(self, request, pk, format=None):
         account_object = self.get_object(pk=pk)
         if account_object.org != request.profile.org:
             return Response(
-                {"error": True, "errors": "User company does not match with header...."},
+                {
+                    "error": True,
+                    "errors": "User company does not match with header....",
+                },
                 status=status.HTTP_403_FORBIDDEN,
             )
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
@@ -591,7 +606,9 @@ def patch(self, request, pk, format=None):
                 if tags:
                     if isinstance(tags, str):
                         tags = json.loads(tags)
-                    tag_objs = Tags.objects.filter(id__in=tags, org=request.profile.org, is_active=True)
+                    tag_objs = Tags.objects.filter(
+                        id__in=tags, org=request.profile.org, is_active=True
+                    )
                     account_object.tags.add(*tag_objs)
 
             if "teams" in data:
@@ -600,7 +617,9 @@ def patch(self, request, pk, format=None):
                 if teams_list:
                     if isinstance(teams_list, str):
                         teams_list = json.loads(teams_list)
-                    teams = Teams.objects.filter(id__in=teams_list, org=request.profile.org)
+                    teams = Teams.objects.filter(
+                        id__in=teams_list, org=request.profile.org
+                    )
                     account_object.teams.add(*teams)
 
             if "assigned_to" in data: