feat: Implement enterprise constraints, update models, serializers, views, and enhance UI components across the application.

backend/accounts/migrations/0001_initial.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = []

backend/accounts/migrations/0002_initial.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [

backend/accounts/migrations/0003_add_tags_related_name.py

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

backend/accounts/migrations/0004_remove_phonenumberfield.py

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

backend/accounts/migrations/0005_add_currency_fields.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 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 @@ class AccountSerializer(serializers.ModelSerializer):
     @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 @@ class AccountsListView(APIView, LimitOffsetPagination):
             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 = {}
 
@@ -187,19 +191,25 @@ class AccountsListView(APIView, LimitOffsetPagination):
 
             # 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
@@ -207,7 +217,7 @@ class AccountsListView(APIView, LimitOffsetPagination):
                 create_attachment(
                     request.FILES.get("account_attachment"),
                     account_object,
-                    request.profile
+                    request.profile,
                 )
 
             recipients = list(
@@ -286,7 +296,9 @@ class AccountDetailView(APIView):
             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 @@ class AccountDetailView(APIView):
         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 @@ class AccountDetailView(APIView):
                 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 @@ class AccountDetailView(APIView):
                 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:

backend/cases/kanban_views.py

@@ -534,9 +534,7 @@ class CaseStageCreateView(APIView):
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
-        stage = serializer.save(
-            pipeline=pipeline, org=org, created_by=request.user
-        )
+        stage = serializer.save(pipeline=pipeline, org=org, created_by=request.user)
         return Response(CaseStageSerializer(stage).data, status=status.HTTP_201_CREATED)
 
 

backend/cases/migrations/0001_initial.py

@@ -7,7 +7,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [

backend/cases/migrations/0002_initial.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [

backend/cases/migrations/0003_fix_contacts_related_name.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("cases", "0002_initial"),
         ("contacts", "0004_change_phone_to_phonenumberfield"),

backend/cases/migrations/0004_add_tags_field.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("cases", "0003_fix_contacts_related_name"),
         ("common", "0002_enable_rls"),

backend/cases/migrations/0005_add_tags_related_name.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("cases", "0004_add_tags_field"),
         ("common", "0002_enable_rls"),

backend/cases/migrations/0006_fix_case_type_default.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("cases", "0005_add_tags_related_name"),
     ]

backend/cases/migrations/0007_alter_case_created_by_alter_case_updated_by_and_more.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("cases", "0006_fix_case_type_default"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),

backend/cases/migrations/0008_add_enterprise_constraints.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("cases", "0007_alter_case_created_by_alter_case_updated_by_and_more"),
     ]

backend/cases/migrations/0009_case_kanban.py

@@ -11,95 +11,267 @@ class Migration(migrations.Migration):
     atomic = False
 
     dependencies = [
-        ('accounts', '0006_add_enterprise_constraints'),
-        ('cases', '0008_add_enterprise_constraints'),
-        ('common', '0012_add_tag_color_description_isactive'),
-        ('contacts', '0010_add_enterprise_constraints'),
+        ("accounts", "0006_add_enterprise_constraints"),
+        ("cases", "0008_add_enterprise_constraints"),
+        ("common", "0012_add_tag_color_description_isactive"),
+        ("contacts", "0010_add_enterprise_constraints"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),
     ]
 
     operations = [
         migrations.AddField(
-            model_name='case',
-            name='kanban_order',
-            field=models.DecimalField(decimal_places=6, default=0, help_text='Order within the kanban column for drag-drop positioning', max_digits=15, verbose_name='Kanban Order'),
+            model_name="case",
+            name="kanban_order",
+            field=models.DecimalField(
+                decimal_places=6,
+                default=0,
+                help_text="Order within the kanban column for drag-drop positioning",
+                max_digits=15,
+                verbose_name="Kanban Order",
+            ),
         ),
         migrations.CreateModel(
-            name='CasePipeline',
+            name="CasePipeline",
             fields=[
-                ('created_at', models.DateTimeField(auto_now_add=True, verbose_name='Created At')),
-                ('updated_at', models.DateTimeField(auto_now=True, verbose_name='Last Modified At')),
-                ('id', models.UUIDField(db_index=True, default=uuid.uuid4, editable=False, primary_key=True, serialize=False, unique=True)),
-                ('name', models.CharField(max_length=255, verbose_name='Pipeline Name')),
-                ('description', models.TextField(blank=True, null=True, verbose_name='Description')),
-                ('is_default', models.BooleanField(default=False, help_text='If true, new cases without explicit pipeline go here')),
-                ('is_active', models.BooleanField(default=True)),
-                ('created_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_created_by', to=settings.AUTH_USER_MODEL, verbose_name='Created By')),
-                ('org', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='case_pipelines', to='common.org')),
-                ('updated_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_updated_by', to=settings.AUTH_USER_MODEL, verbose_name='Last Modified By')),
+                (
+                    "created_at",
+                    models.DateTimeField(auto_now_add=True, verbose_name="Created At"),
+                ),
+                (
+                    "updated_at",
+                    models.DateTimeField(
+                        auto_now=True, verbose_name="Last Modified At"
+                    ),
+                ),
+                (
+                    "id",
+                    models.UUIDField(
+                        db_index=True,
+                        default=uuid.uuid4,
+                        editable=False,
+                        primary_key=True,
+                        serialize=False,
+                        unique=True,
+                    ),
+                ),
+                (
+                    "name",
+                    models.CharField(max_length=255, verbose_name="Pipeline Name"),
+                ),
+                (
+                    "description",
+                    models.TextField(blank=True, null=True, verbose_name="Description"),
+                ),
+                (
+                    "is_default",
+                    models.BooleanField(
+                        default=False,
+                        help_text="If true, new cases without explicit pipeline go here",
+                    ),
+                ),
+                ("is_active", models.BooleanField(default=True)),
+                (
+                    "created_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_created_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Created By",
+                    ),
+                ),
+                (
+                    "org",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="case_pipelines",
+                        to="common.org",
+                    ),
+                ),
+                (
+                    "updated_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_updated_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Last Modified By",
+                    ),
+                ),
             ],
             options={
-                'verbose_name': 'Case Pipeline',
-                'verbose_name_plural': 'Case Pipelines',
-                'db_table': 'case_pipeline',
-                'ordering': ('-is_default', 'name'),
+                "verbose_name": "Case Pipeline",
+                "verbose_name_plural": "Case Pipelines",
+                "db_table": "case_pipeline",
+                "ordering": ("-is_default", "name"),
             },
         ),
         migrations.CreateModel(
-            name='CaseStage',
+            name="CaseStage",
             fields=[
-                ('created_at', models.DateTimeField(auto_now_add=True, verbose_name='Created At')),
-                ('updated_at', models.DateTimeField(auto_now=True, verbose_name='Last Modified At')),
-                ('id', models.UUIDField(db_index=True, default=uuid.uuid4, editable=False, primary_key=True, serialize=False, unique=True)),
-                ('name', models.CharField(max_length=100, verbose_name='Stage Name')),
-                ('order', models.PositiveIntegerField(default=0)),
-                ('color', models.CharField(default='#6B7280', max_length=7)),
-                ('stage_type', models.CharField(choices=[('open', 'Open'), ('closed', 'Closed'), ('rejected', 'Rejected')], default='open', max_length=20)),
-                ('maps_to_status', models.CharField(blank=True, choices=[('New', 'New'), ('Assigned', 'Assigned'), ('Pending', 'Pending'), ('Closed', 'Closed'), ('Rejected', 'Rejected'), ('Duplicate', 'Duplicate')], help_text='When case enters this stage, also update Case.status', max_length=64, null=True, verbose_name='Maps to Status')),
-                ('wip_limit', models.PositiveIntegerField(blank=True, help_text='Maximum cases allowed in this stage (null = unlimited)', null=True, verbose_name='WIP Limit')),
-                ('created_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_created_by', to=settings.AUTH_USER_MODEL, verbose_name='Created By')),
-                ('org', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='case_stages', to='common.org')),
-                ('pipeline', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='stages', to='cases.casepipeline')),
-                ('updated_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_updated_by', to=settings.AUTH_USER_MODEL, verbose_name='Last Modified By')),
+                (
+                    "created_at",
+                    models.DateTimeField(auto_now_add=True, verbose_name="Created At"),
+                ),
+                (
+                    "updated_at",
+                    models.DateTimeField(
+                        auto_now=True, verbose_name="Last Modified At"
+                    ),
+                ),
+                (
+                    "id",
+                    models.UUIDField(
+                        db_index=True,
+                        default=uuid.uuid4,
+                        editable=False,
+                        primary_key=True,
+                        serialize=False,
+                        unique=True,
+                    ),
+                ),
+                ("name", models.CharField(max_length=100, verbose_name="Stage Name")),
+                ("order", models.PositiveIntegerField(default=0)),
+                ("color", models.CharField(default="#6B7280", max_length=7)),
+                (
+                    "stage_type",
+                    models.CharField(
+                        choices=[
+                            ("open", "Open"),
+                            ("closed", "Closed"),
+                            ("rejected", "Rejected"),
+                        ],
+                        default="open",
+                        max_length=20,
+                    ),
+                ),
+                (
+                    "maps_to_status",
+                    models.CharField(
+                        blank=True,
+                        choices=[
+                            ("New", "New"),
+                            ("Assigned", "Assigned"),
+                            ("Pending", "Pending"),
+                            ("Closed", "Closed"),
+                            ("Rejected", "Rejected"),
+                            ("Duplicate", "Duplicate"),
+                        ],
+                        help_text="When case enters this stage, also update Case.status",
+                        max_length=64,
+                        null=True,
+                        verbose_name="Maps to Status",
+                    ),
+                ),
+                (
+                    "wip_limit",
+                    models.PositiveIntegerField(
+                        blank=True,
+                        help_text="Maximum cases allowed in this stage (null = unlimited)",
+                        null=True,
+                        verbose_name="WIP Limit",
+                    ),
+                ),
+                (
+                    "created_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_created_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Created By",
+                    ),
+                ),
+                (
+                    "org",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="case_stages",
+                        to="common.org",
+                    ),
+                ),
+                (
+                    "pipeline",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="stages",
+                        to="cases.casepipeline",
+                    ),
+                ),
+                (
+                    "updated_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_updated_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Last Modified By",
+                    ),
+                ),
             ],
             options={
-                'verbose_name': 'Case Stage',
-                'verbose_name_plural': 'Case Stages',
-                'db_table': 'case_stage',
-                'ordering': ('order',),
+                "verbose_name": "Case Stage",
+                "verbose_name_plural": "Case Stages",
+                "db_table": "case_stage",
+                "ordering": ("order",),
             },
         ),
         migrations.AddField(
-            model_name='case',
-            name='stage',
-            field=models.ForeignKey(blank=True, help_text='Current pipeline stage (null = use status-based kanban)', null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='cases', to='cases.casestage'),
+            model_name="case",
+            name="stage",
+            field=models.ForeignKey(
+                blank=True,
+                help_text="Current pipeline stage (null = use status-based kanban)",
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                related_name="cases",
+                to="cases.casestage",
+            ),
         ),
         migrations.AddIndex(
-            model_name='case',
-            index=models.Index(fields=['stage', 'kanban_order'], name='case_stage_i_f04bec_idx'),
+            model_name="case",
+            index=models.Index(
+                fields=["stage", "kanban_order"], name="case_stage_i_f04bec_idx"
+            ),
         ),
         migrations.AddIndex(
-            model_name='case',
-            index=models.Index(fields=['status', 'kanban_order'], name='case_status_a33019_idx'),
+            model_name="case",
+            index=models.Index(
+                fields=["status", "kanban_order"], name="case_status_a33019_idx"
+            ),
         ),
         migrations.AddIndex(
-            model_name='casepipeline',
-            index=models.Index(fields=['org', '-created_at'], name='case_pipeli_org_id_f4590e_idx'),
+            model_name="casepipeline",
+            index=models.Index(
+                fields=["org", "-created_at"], name="case_pipeli_org_id_f4590e_idx"
+            ),
         ),
         migrations.AddConstraint(
-            model_name='casepipeline',
-            constraint=models.UniqueConstraint(condition=models.Q(('is_default', True)), fields=('org',), name='unique_default_case_pipeline_per_org'),
+            model_name="casepipeline",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("is_default", True)),
+                fields=("org",),
+                name="unique_default_case_pipeline_per_org",
+            ),
         ),
         migrations.AddIndex(
-            model_name='casestage',
-            index=models.Index(fields=['org', 'order'], name='case_stage_org_id_b9d581_idx'),
+            model_name="casestage",
+            index=models.Index(
+                fields=["org", "order"], name="case_stage_org_id_b9d581_idx"
+            ),
         ),
         migrations.AddIndex(
-            model_name='casestage',
-            index=models.Index(fields=['pipeline', 'order'], name='case_stage_pipelin_3fbf31_idx'),
+            model_name="casestage",
+            index=models.Index(
+                fields=["pipeline", "order"], name="case_stage_pipelin_3fbf31_idx"
+            ),
         ),
         migrations.AlterUniqueTogether(
-            name='casestage',
-            unique_together={('pipeline', 'name')},
+            name="casestage",
+            unique_together={("pipeline", "name")},
         ),
     ]

backend/cases/models.py

@@ -281,9 +281,7 @@ class CaseStage(BaseModel):
         help_text="Maximum cases allowed in this stage (null = unlimited)",
     )
 
-    org = models.ForeignKey(
-        Org, on_delete=models.CASCADE, related_name="case_stages"
-    )
+    org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="case_stages")
 
     class Meta:
         verbose_name = "Case Stage"

backend/cases/views.py

@@ -2,7 +2,12 @@ import json
 
 from django.contrib.contenttypes.models import ContentType
 from django.db.models import Q
-from drf_spectacular.utils import OpenApiExample, OpenApiParameter, extend_schema, inline_serializer
+from drf_spectacular.utils import (
+    OpenApiExample,
+    OpenApiParameter,
+    extend_schema,
+    inline_serializer,
+)
 from rest_framework import serializers, status
 from rest_framework.pagination import LimitOffsetPagination
 from rest_framework.permissions import IsAuthenticated
@@ -73,13 +78,19 @@ class CaseListView(APIView, LimitOffsetPagination):
                     assigned_to__id__in=params.getlist("assigned_to")
                 ).distinct()
             if params.get("tags"):
-                queryset = queryset.filter(tags__id__in=params.getlist("tags")).distinct()
+                queryset = queryset.filter(
+                    tags__id__in=params.getlist("tags")
+                ).distinct()
             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 = {}
 
@@ -110,19 +121,21 @@ class CaseListView(APIView, LimitOffsetPagination):
         operation_id="cases_list",
         tags=["Cases"],
         parameters=swagger_params.cases_list_get_params,
-        responses={200: inline_serializer(
-            name="CaseListResponse",
-            fields={
-                "cases_count": serializers.IntegerField(),
-                "offset": serializers.IntegerField(allow_null=True),
-                "cases": CaseSerializer(many=True),
-                "status": serializers.ListField(),
-                "priority": serializers.ListField(),
-                "type_of_case": serializers.ListField(),
-                "accounts_list": AccountSerializer(many=True),
-                "contacts_list": ContactSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseListResponse",
+                fields={
+                    "cases_count": serializers.IntegerField(),
+                    "offset": serializers.IntegerField(allow_null=True),
+                    "cases": CaseSerializer(many=True),
+                    "status": serializers.ListField(),
+                    "priority": serializers.ListField(),
+                    "type_of_case": serializers.ListField(),
+                    "accounts_list": AccountSerializer(many=True),
+                    "contacts_list": ContactSerializer(many=True),
+                },
+            )
+        },
     )
     def get(self, request, *args, **kwargs):
         context = self.get_context_data(**kwargs)
@@ -133,15 +146,17 @@ class CaseListView(APIView, LimitOffsetPagination):
         tags=["Cases"],
         parameters=swagger_params.organization_params,
         request=CaseCreateSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="CaseCreateResponse",
-            fields={
-                "error": serializers.BooleanField(),
-                "message": serializers.CharField(),
-                "id": serializers.CharField(),
-                "cases_obj": CaseSerializer(),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseCreateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                    "id": serializers.CharField(),
+                    "cases_obj": CaseSerializer(),
+                },
+            )
+        },
     )
     def post(self, request, *args, **kwargs):
         params = request.data
@@ -180,7 +195,9 @@ class CaseListView(APIView, LimitOffsetPagination):
                 tags = params.get("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
+                )
                 cases_obj.tags.add(*tag_objs)
 
             if self.request.FILES.get("case_attachment"):
@@ -226,10 +243,15 @@ class CaseDetailView(APIView):
         tags=["Cases"],
         parameters=swagger_params.organization_params,
         request=CaseCreateSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="CaseUpdateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseUpdateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def put(self, request, pk, format=None):
         params = request.data
@@ -295,7 +317,9 @@ class CaseDetailView(APIView):
                 tags = params.get("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
+                )
                 cases_object.tags.add(*tag_objs)
 
             if self.request.FILES.get("case_attachment"):
@@ -329,10 +353,15 @@ class CaseDetailView(APIView):
         operation_id="cases_destroy",
         tags=["Cases"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="CaseDeleteResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseDeleteResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def delete(self, request, pk, format=None):
         self.object = self.get_object(pk)
@@ -360,16 +389,18 @@ class CaseDetailView(APIView):
         operation_id="cases_retrieve",
         tags=["Cases"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="CaseDetailResponse",
-            fields={
-                "cases_obj": CaseSerializer(),
-                "attachments": AttachmentsSerializer(many=True),
-                "comments": CommentSerializer(many=True),
-                "comment_permission": serializers.BooleanField(),
-                "users_mention": serializers.ListField(),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseDetailResponse",
+                fields={
+                    "cases_obj": CaseSerializer(),
+                    "attachments": AttachmentsSerializer(many=True),
+                    "comments": CommentSerializer(many=True),
+                    "comment_permission": serializers.BooleanField(),
+                    "users_mention": serializers.ListField(),
+                },
+            )
+        },
     )
     def get(self, request, pk, format=None):
         self.cases = self.get_object(pk=pk)
@@ -454,14 +485,16 @@ class CaseDetailView(APIView):
         tags=["Cases"],
         parameters=swagger_params.organization_params,
         request=CaseDetailEditSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="CaseCommentAttachmentResponse",
-            fields={
-                "cases_obj": CaseSerializer(),
-                "attachments": AttachmentsSerializer(many=True),
-                "comments": CommentSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseCommentAttachmentResponse",
+                fields={
+                    "cases_obj": CaseSerializer(),
+                    "attachments": AttachmentsSerializer(many=True),
+                    "comments": CommentSerializer(many=True),
+                },
+            )
+        },
     )
     def post(self, request, pk, **kwargs):
         params = request.data
@@ -527,10 +560,15 @@ class CaseDetailView(APIView):
         parameters=swagger_params.organization_params,
         request=CaseCreateSwaggerSerializer,
         description="Partial Case Update",
-        responses={200: inline_serializer(
-            name="CasePatchResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CasePatchResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def patch(self, request, pk, format=None):
         """Handle partial updates to a case."""
@@ -538,7 +576,10 @@ class CaseDetailView(APIView):
         cases_object = self.get_object(pk=pk)
         if cases_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:
@@ -563,8 +604,12 @@ class CaseDetailView(APIView):
 
         if serializer.is_valid():
             cases_object = serializer.save(
-                closed_on=params.get("closed_on") if "closed_on" in params else cases_object.closed_on,
-                case_type=params.get("case_type") if "case_type" in params else cases_object.case_type,
+                closed_on=params.get("closed_on")
+                if "closed_on" in params
+                else cases_object.closed_on,
+                case_type=params.get("case_type")
+                if "case_type" in params
+                else cases_object.case_type,
             )
 
             # Handle M2M fields if present in request
@@ -581,7 +626,9 @@ class CaseDetailView(APIView):
                 cases_object.teams.clear()
                 teams_list = params.get("teams")
                 if 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
+                    )
                     cases_object.teams.add(*teams)
 
             if "assigned_to" in params:
@@ -599,7 +646,9 @@ class CaseDetailView(APIView):
                 if tags_list:
                     if isinstance(tags_list, str):
                         tags_list = json.loads(tags_list)
-                    tag_objs = Tags.objects.filter(id__in=tags_list, org=request.profile.org, is_active=True)
+                    tag_objs = Tags.objects.filter(
+                        id__in=tags_list, org=request.profile.org, is_active=True
+                    )
                     cases_object.tags.add(*tag_objs)
 
             return Response(
@@ -623,10 +672,15 @@ class CaseCommentView(APIView):
         tags=["Cases"],
         parameters=swagger_params.organization_params,
         request=CaseCommentEditSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="CaseCommentUpdateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseCommentUpdateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def put(self, request, pk, format=None):
         params = request.data
@@ -661,10 +715,15 @@ class CaseCommentView(APIView):
         parameters=swagger_params.organization_params,
         request=CaseCommentEditSwaggerSerializer,
         description="Partial Comment Update",
-        responses={200: inline_serializer(
-            name="CaseCommentPatchResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseCommentPatchResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def patch(self, request, pk, format=None):
         """Handle partial updates to a comment."""
@@ -697,10 +756,15 @@ class CaseCommentView(APIView):
     @extend_schema(
         tags=["Cases"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="CaseCommentDeleteResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseCommentDeleteResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def delete(self, request, pk, format=None):
         self.object = self.get_object(pk)
@@ -730,10 +794,15 @@ class CaseAttachmentView(APIView):
     @extend_schema(
         tags=["Cases"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="CaseAttachmentDeleteResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="CaseAttachmentDeleteResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def delete(self, request, pk, format=None):
         self.object = self.model.objects.get(pk=pk)

backend/common/duplicate_detection.py

@@ -4,6 +4,7 @@ Duplicate detection service for CRM entities.
 Provides methods to find potential duplicate records based on
 email, phone, name, and other identifying fields.
 """
+
 import re
 from typing import TYPE_CHECKING
 
@@ -206,9 +207,9 @@ class DuplicateDetector:
             # Also check for partial matches on first word (for company variations)
             first_word = name.split()[0] if name else ""
             if len(first_word) >= 3:
-                partial_matches = base_qs.filter(
-                    name__istartswith=first_word
-                ).exclude(name__iexact=name)
+                partial_matches = base_qs.filter(name__istartswith=first_word).exclude(
+                    name__iexact=name
+                )
                 for account in partial_matches:
                     if account not in duplicates:
                         duplicates.append(account)

backend/common/management/commands/manage_rls.py

@@ -109,7 +109,9 @@ class Command(BaseCommand):
 
         with connection.cursor() as cursor:
             # Find orgs that have leads (need to check each org since RLS is active)
-            cursor.execute("SELECT id FROM organization ORDER BY created_at DESC LIMIT 50")
+            cursor.execute(
+                "SELECT id FROM organization ORDER BY created_at DESC LIMIT 50"
+            )
             all_orgs = cursor.fetchall()
 
             orgs_with_leads = []
@@ -127,14 +129,20 @@ class Command(BaseCommand):
                 orgs = cursor.fetchall()
                 if len(orgs) < 2:
                     self.stdout.write(
-                        self.style.WARNING("Need at least 2 orgs to test RLS. Skipping.")
+                        self.style.WARNING(
+                            "Need at least 2 orgs to test RLS. Skipping."
+                        )
                     )
                     return
                 org_a = str(orgs[0][0])
                 org_b = str(orgs[1][0])
             else:
                 org_a = orgs_with_leads[0]
-                org_b = orgs_with_leads[1] if len(orgs_with_leads) > 1 else str(all_orgs[0][0])
+                org_b = (
+                    orgs_with_leads[1]
+                    if len(orgs_with_leads) > 1
+                    else str(all_orgs[0][0])
+                )
 
             # Test with org_a context
             cursor.execute(set_context_sql, [org_a])

backend/common/management/commands/seed_data.py

@@ -314,7 +314,9 @@ class Command(BaseCommand):
         Teams.objects.all().delete()
         Tags.objects.all().delete()
 
-        self.stdout.write("  Cleared: Tasks, Cases, Opportunities, Leads, Accounts, Contacts, Teams, Tags")
+        self.stdout.write(
+            "  Cleared: Tasks, Cases, Opportunities, Leads, Accounts, Contacts, Teams, Tags"
+        )
 
     def get_or_create_admin(self, email, password):
         """Get existing user or create new admin user."""
@@ -366,16 +368,28 @@ class Command(BaseCommand):
 
             # Invoice entities
             invoices = self.invoice_seeder.create_invoices(
-                org, profiles, teams, products, templates,
-                accounts, contacts, opportunities, options["invoices"]
+                org,
+                profiles,
+                teams,
+                products,
+                templates,
+                accounts,
+                contacts,
+                opportunities,
+                options["invoices"],
             )
             self.invoice_seeder.create_payments(org, invoices)
             self.invoice_seeder.create_estimates(
                 org, profiles, teams, products, accounts, contacts, options["estimates"]
             )
             self.invoice_seeder.create_recurring_invoices(
-                org, profiles, teams, products, accounts, contacts,
-                options["recurring_invoices"]
+                org,
+                profiles,
+                teams,
+                products,
+                accounts,
+                contacts,
+                options["recurring_invoices"],
             )
 
             cases = self.create_cases(
@@ -454,7 +468,9 @@ class Command(BaseCommand):
             profiles.append(profile)
             self.stats["profiles"] += 1
 
-        self.stdout.write(f"  Created {len(profiles)} profiles (1 admin, {user_count} users)")
+        self.stdout.write(
+            f"  Created {len(profiles)} profiles (1 admin, {user_count} users)"
+        )
         return profiles
 
     def create_teams(self, org, profiles, count):
@@ -542,9 +558,7 @@ class Command(BaseCommand):
                 number_of_employees=random.choice(
                     [10, 50, 100, 250, 500, 1000, 5000, 10000]
                 ),
-                annual_revenue=Decimal(
-                    str(random.randint(100000, 10000000))
-                ),
+                annual_revenue=Decimal(str(random.randint(100000, 10000000))),
                 currency=org.default_currency,
                 address_line=self.fake.street_address(),
                 city=self.fake.city(),
@@ -617,9 +631,9 @@ class Command(BaseCommand):
                 opportunity_amount=Decimal(str(random.randint(5000, 500000))),
                 currency=org.default_currency,
                 probability=random.randint(10, 90),
-                close_date=self.fake.date_between(
-                    start_date="today", end_date="+90d"
-                ) if random.random() > 0.3 else None,
+                close_date=self.fake.date_between(start_date="today", end_date="+90d")
+                if random.random() > 0.3
+                else None,
                 address_line=self.fake.street_address(),
                 city=self.fake.city(),
                 state=self.fake.state_abbr(),
@@ -664,11 +678,9 @@ class Command(BaseCommand):
                 amount=Decimal(str(random.randint(10000, 1000000))),
                 currency=org.default_currency,
                 probability=self._stage_to_probability(stage),
-                closed_on=self.fake.date_between(
-                    start_date="today", end_date="+120d"
-                ) if stage not in ["CLOSED_WON", "CLOSED_LOST"] else self.fake.date_between(
-                    start_date="-30d", end_date="today"
-                ),
+                closed_on=self.fake.date_between(start_date="today", end_date="+120d")
+                if stage not in ["CLOSED_WON", "CLOSED_LOST"]
+                else self.fake.date_between(start_date="-30d", end_date="today"),
                 lead_source=random.choice(sources),
                 description=self.fake.paragraph() if random.random() > 0.5 else None,
                 org=org,
@@ -710,9 +722,9 @@ class Command(BaseCommand):
                 priority=random.choice(priorities),
                 case_type=random.choice(case_types),
                 account=account,
-                closed_on=self.fake.date_between(
-                    start_date="-30d", end_date="today"
-                ) if status == "Closed" else None,
+                closed_on=self.fake.date_between(start_date="-30d", end_date="today")
+                if status == "Closed"
+                else None,
                 description=self.fake.paragraph(),
                 org=org,
             )
@@ -763,11 +775,9 @@ class Command(BaseCommand):
                 "title": self.fake.sentence(nb_words=5)[:200],
                 "status": status,
                 "priority": random.choice(priorities),
-                "due_date": self.fake.date_between(
-                    start_date="today", end_date="+30d"
-                ) if status != "Completed" else self.fake.date_between(
-                    start_date="-14d", end_date="today"
-                ),
+                "due_date": self.fake.date_between(start_date="today", end_date="+30d")
+                if status != "Completed"
+                else self.fake.date_between(start_date="-14d", end_date="today"),
                 "description": self.fake.paragraph() if random.random() > 0.5 else None,
                 "org": org,
             }

backend/common/migrations/0001_initial.py

@@ -10,7 +10,6 @@ import common.models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [
@@ -677,15 +676,11 @@ class Migration(migrations.Migration):
                 ),
                 (
                     "phone",
-                    models.CharField(
-                        blank=True, max_length=20, null=True
-                    ),
+                    models.CharField(blank=True, max_length=20, null=True),
                 ),
                 (
                     "alternate_phone",
-                    models.CharField(
-                        blank=True, max_length=20, null=True
-                    ),
+                    models.CharField(blank=True, max_length=20, null=True),
                 ),
                 (
                     "role",

backend/common/migrations/0003_add_org_to_commentfiles.py

@@ -5,7 +5,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0002_enable_rls"),
     ]

backend/common/migrations/0004_populate_commentfiles_org_and_rls.py

@@ -49,7 +49,6 @@ def disable_rls_on_commentfiles(apps, schema_editor):
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0003_add_org_to_commentfiles"),
     ]

backend/common/migrations/0005_increase_apikey_length.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0004_populate_commentfiles_org_and_rls"),
     ]

backend/common/migrations/0006_remove_phonenumberfield.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0005_increase_apikey_length"),
     ]

backend/common/migrations/0007_add_currency_fields.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0006_remove_phonenumberfield"),
     ]

backend/common/migrations/0009_add_org_company_profile.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0008_enable_rls_product_invoice_line_item"),
     ]

backend/common/migrations/0012_add_tag_color_description_isactive.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0011_enable_rls_opportunity_line_item"),
     ]

backend/common/models.py

@@ -402,7 +402,6 @@ def document_path(self, filename):
 
 
 class Document(BaseModel):
-
     DOCUMENT_STATUS_CHOICE = (("active", "active"), ("inactive", "inactive"))
 
     title = models.TextField(blank=True, null=True)

backend/common/permissions.py

@@ -75,5 +75,3 @@ class IsSuperAdmin(permissions.BasePermission):
 
         # Check for super admin email domain
         return request.user.email.endswith("@micropyramid.com")
-
-

backend/common/serializer.py

@@ -132,7 +132,15 @@ class OrgSettingsSerializer(serializers.ModelSerializer):
 class TagsSerializer(serializers.ModelSerializer):
     class Meta:
         model = Tags
-        fields = ("id", "name", "slug", "color", "description", "is_active", "created_at")
+        fields = (
+            "id",
+            "name",
+            "slug",
+            "color",
+            "description",
+            "is_active",
+            "created_at",
+        )
         read_only_fields = ("id", "slug", "created_at")
 
 
@@ -261,7 +269,6 @@ class BillingAddressSerializer(serializers.ModelSerializer):
 
 
 class CreateUserSerializer(serializers.ModelSerializer):
-
     class Meta:
         model = User
         fields = (
@@ -306,7 +313,6 @@ class CreateProfileSerializer(serializers.ModelSerializer):
 
 
 class UserSerializer(serializers.ModelSerializer):
-
     class Meta:
         model = User
         fields = ["id", "email", "profile_pic"]
@@ -549,7 +555,6 @@ class UserCreateSwaggerSerializer(serializers.Serializer):
 
 
 class UserUpdateStatusSwaggerSerializer(serializers.Serializer):
-
     STATUS_CHOICES = ["Active", "Inactive"]
 
     status = serializers.ChoiceField(choices=STATUS_CHOICES, required=True)
@@ -714,7 +719,6 @@ class TeamsSerializer(serializers.ModelSerializer):
 
 
 class TeamCreateSerializer(serializers.ModelSerializer):
-
     def __init__(self, *args, **kwargs):
         request_obj = kwargs.pop("request_obj", None)
         super().__init__(*args, **kwargs)
@@ -748,7 +752,6 @@ class TeamCreateSerializer(serializers.ModelSerializer):
 
 
 class TeamswaggerCreateSerializer(serializers.ModelSerializer):
-
     class Meta:
         model = Teams
         fields = (

backend/common/utils.py

@@ -421,6 +421,7 @@ def convert_to_custom_timezone(custom_date, custom_timezone, to_utc=False):
 # CRM Entity Utilities
 # =============================================================================
 
+
 def get_or_create_tags(tag_data, org):
     """
     Handle tag creation/lookup for any CRM model.
@@ -450,15 +451,15 @@ def get_or_create_tags(tag_data, org):
         if not tag_name:
             continue
         tag_obj, _ = Tags.objects.get_or_create(
-            slug=tag_name.lower(),
-            org=org,
-            defaults={'name': tag_name}
+            slug=tag_name.lower(), org=org, defaults={"name": tag_name}
         )
         tags.append(tag_obj)
     return tags
 
 
-def handle_m2m_assignment(instance, field_name, ids, model_class, org, extra_filters=None):
+def handle_m2m_assignment(
+    instance, field_name, ids, model_class, org, extra_filters=None
+):
     """
     Handle ManyToMany field assignment with org filtering.
 
@@ -487,7 +488,7 @@ def handle_m2m_assignment(instance, field_name, ids, model_class, org, extra_fil
         except json.JSONDecodeError:
             ids = [ids]
 
-    filters = {'id__in': ids, 'org': org}
+    filters = {"id__in": ids, "org": org}
     if extra_filters:
         filters.update(extra_filters)
 
@@ -525,10 +526,22 @@ def create_attachment(file, content_object, profile):
 # Document File Type Utilities
 # =============================================================================
 
+
 def is_document_file_image(ext):
     image_ext_list = [
-        "bmp", "dds", "gif", "jpg", "jpeg", "png", "psd",
-        "pspimage", "tga", "thm", "tif", "tiff", "yuv",
+        "bmp",
+        "dds",
+        "gif",
+        "jpg",
+        "jpeg",
+        "png",
+        "psd",
+        "pspimage",
+        "tga",
+        "thm",
+        "tif",
+        "tiff",
+        "yuv",
     ]
     return ext.lower() in image_ext_list
 
@@ -540,8 +553,20 @@ def is_document_file_audio(ext):
 
 def is_document_file_video(ext):
     video_ext_list = [
-        "3g2", "3gp", "asf", "avi", "flv", "m4v", "mov",
-        "mp4", "mpg", "rm", "srt", "swf", "vob", "wmv",
+        "3g2",
+        "3gp",
+        "asf",
+        "avi",
+        "flv",
+        "m4v",
+        "mov",
+        "mp4",
+        "mpg",
+        "rm",
+        "srt",
+        "swf",
+        "vob",
+        "wmv",
     ]
     return ext.lower() in video_ext_list
 
@@ -553,64 +578,520 @@ def is_document_file_pdf(ext):
 
 def is_document_file_code(ext):
     code_ext_list = [
-        "aspx", "json", "jsp", "do", "htm", "html", "ser", "php", "jad", "cfm",
-        "xml", "js", "pod", "asp", "atomsvc", "rdf", "pou", "jsf", "abs", "pl",
-        "asm", "srz", "luac", "cod", "lib", "arxml", "bas", "ejs", "fs", "hbs",
-        "s", "ss", "cms", "pyc", "vcxproj", "jse", "smali", "xla", "lxk", "pdb",
-        "src", "cs", "ipb", "ave", "mst", "vls", "rcc", "sax", "scr", "dtd",
-        "axd", "mrl", "xsl", "ino", "spr", "xsd", "cgi", "isa", "ws", "rss",
-        "dvb", "nupkg", "xlm", "v4e", "prg", "form", "bat", "mrc", "asi", "jdp",
-        "fmb", "graphml", "gcode", "aia", "py", "atp", "mzp", "o", "scs", "mm",
-        "cpp", "java", "gypi", "idb", "txml", "c", "vip", "tra", "rc", "action",
-        "vlx", "asta", "pyo", "lua", "gml", "prl", "rfs", "cpb", "sh", "rbf",
-        "gp", "phtml", "bp", "scb", "sln", "vbp", "wbf", "bdt", "mac", "rpy",
-        "eaf", "mc", "mwp", "gnt", "h", "swift", "e", "styl", "cxx", "as",
-        "liquid", "dep", "fas", "vbs", "aps", "vbe", "lss", "cmake", "resx",
-        "csb", "dpk", "pdml", "txx", "dbg", "jsa", "sxs", "sasf", "pm", "csx",
-        "r", "wml", "au3", "stm", "cls", "cc", "ins", "jsc", "dwp", "rpg",
-        "arb", "bml", "inc", "eld", "sct", "sm", "wbt", "csproj", "tcz", "html5",
-        "gbl", "cmd", "dlg", "tpl", "rbt", "xcp", "tpm", "qry", "mfa", "ptx",
-        "lsp", "pag", "ebc", "php3", "cob", "csc", "pyt", "dwt", "rb", "wsdl",
-        "lap", "textile", "sfx", "x", "a5r", "dbp", "pmp", "ipr", "fwx", "pbl",
-        "vbw", "phl", "cbl", "pas", "mom", "dbmdl", "lol", "wdl", "ppam", "plx",
-        "vb", "cgx", "lst", "lmp", "vd", "bcp", "thtml", "scpt", "isu", "mrd",
-        "perl", "dtx", "f", "wpk", "ipf", "ptl", "luca", "hx", "uvproj", "qvs",
-        "vba", "xjb", "appxupload", "ti", "svn-base", "bsc", "mak", "vcproj",
-        "dsd", "ksh", "pyw", "bxml", "mo", "irc", "gcl", "dbml", "mlv", "wsf",
-        "tcl", "dqy", "ssi", "pbxproj", "bal", "trt", "sal", "hkp", "vbi", "dob",
-        "htc", "p", "ats", "seam", "loc", "pli", "rptproj", "pxml", "pkb", "dpr",
-        "scss", "dsb", "bb", "vbproj", "ash", "rml", "nbk", "nvi", "lmv", "mw",
-        "jl", "dso", "cba", "jks", "ary", "run", "vps", "clm", "brml", "msha",
-        "mdp", "tmh", "jsx", "sdl", "ptxml", "fxl", "wmw", "dcr", "bcc", "cbp",
-        "bmo", "bsv", "less", "gss", "ctl", "rpyc", "ascx", "odc", "wiki", "obr",
-        "l", "axs", "bpr", "ppa", "rpo", "sqlproj", "smm", "dsr", "arq", "din",
-        "jml", "jsonp", "ml", "rc2", "myapp", "cla", "xme", "obj", "jsdtscope",
-        "gyp", "datasource", "cp", "rh", "lpx", "a2w", "ctp", "ulp", "nt",
-        "script", "bxl", "gs", "xslt", "mg", "pch", "mhl", "zpd", "psm1", "asz",
-        "m", "jacl", "pym", "rws", "acu", "ssq", "wxs", "coffee", "ncb", "akt",
-        "pyx", "zero", "hs", "mkb", "tru", "xul", "mfl", "sca", "sbr", "master",
-        "opv", "matlab", "sami", "agc", "slim", "tea", "m51", "mec", "asc",
-        "gch", "enml", "kst", "jade", "dfb", "ips", "rgs", "vbx", "cspkg", "ncx",
-        "brs", "wfs", "ifp", "nse", "xtx", "j", "cx", "ps1", "nas", "mk", "ccs",
-        "vrp", "lnp", "cml", "c#", "idl", "exp", "apb", "nsi", "asmx", "tdo",
-        "pjt", "fdt", "s5d", "mvba", "mf", "odl", "bzs", "jardesc", "tgml",
-        "moc", "wxi", "cpz", "fsx", "jav", "ocb", "agi", "tec", "txl", "amw",
-        "mscr", "dfd", "dpd", "pun", "f95", "vdproj", "xsc", "diff", "wxl",
-        "dgml", "airi", "kmt", "ksc", "io", "rbw", "sas", "vcp", "resources",
-        "param", "cg", "hlsl", "vssscc", "bgm", "xn", "targets", "sl", "gsc",
-        "qs", "owl", "devpak", "phps", "hdf", "pri", "nbin", "xaml", "s4e",
-        "scm", "tk", "poc", "uix", "clw", "factorypath", "s43", "awd", "htr",
-        "php2", "classpath", "pickle", "rob", "msil", "ebx", "tsq", "lml", "f90",
-        "lds", "vup", "pbi", "swt", "vap", "ig", "pdo", "frt", "fcg", "c++",
-        "xcl", "dfn", "aar", "for", "re", "twig", "ebm", "dhtml", "hc", "pro",
-        "ahk", "rule", "bsh", "jcs", "zrx", "wsdd", "csp", "drc", "appxsym",
+        "aspx",
+        "json",
+        "jsp",
+        "do",
+        "htm",
+        "html",
+        "ser",
+        "php",
+        "jad",
+        "cfm",
+        "xml",
+        "js",
+        "pod",
+        "asp",
+        "atomsvc",
+        "rdf",
+        "pou",
+        "jsf",
+        "abs",
+        "pl",
+        "asm",
+        "srz",
+        "luac",
+        "cod",
+        "lib",
+        "arxml",
+        "bas",
+        "ejs",
+        "fs",
+        "hbs",
+        "s",
+        "ss",
+        "cms",
+        "pyc",
+        "vcxproj",
+        "jse",
+        "smali",
+        "xla",
+        "lxk",
+        "pdb",
+        "src",
+        "cs",
+        "ipb",
+        "ave",
+        "mst",
+        "vls",
+        "rcc",
+        "sax",
+        "scr",
+        "dtd",
+        "axd",
+        "mrl",
+        "xsl",
+        "ino",
+        "spr",
+        "xsd",
+        "cgi",
+        "isa",
+        "ws",
+        "rss",
+        "dvb",
+        "nupkg",
+        "xlm",
+        "v4e",
+        "prg",
+        "form",
+        "bat",
+        "mrc",
+        "asi",
+        "jdp",
+        "fmb",
+        "graphml",
+        "gcode",
+        "aia",
+        "py",
+        "atp",
+        "mzp",
+        "o",
+        "scs",
+        "mm",
+        "cpp",
+        "java",
+        "gypi",
+        "idb",
+        "txml",
+        "c",
+        "vip",
+        "tra",
+        "rc",
+        "action",
+        "vlx",
+        "asta",
+        "pyo",
+        "lua",
+        "gml",
+        "prl",
+        "rfs",
+        "cpb",
+        "sh",
+        "rbf",
+        "gp",
+        "phtml",
+        "bp",
+        "scb",
+        "sln",
+        "vbp",
+        "wbf",
+        "bdt",
+        "mac",
+        "rpy",
+        "eaf",
+        "mc",
+        "mwp",
+        "gnt",
+        "h",
+        "swift",
+        "e",
+        "styl",
+        "cxx",
+        "as",
+        "liquid",
+        "dep",
+        "fas",
+        "vbs",
+        "aps",
+        "vbe",
+        "lss",
+        "cmake",
+        "resx",
+        "csb",
+        "dpk",
+        "pdml",
+        "txx",
+        "dbg",
+        "jsa",
+        "sxs",
+        "sasf",
+        "pm",
+        "csx",
+        "r",
+        "wml",
+        "au3",
+        "stm",
+        "cls",
+        "cc",
+        "ins",
+        "jsc",
+        "dwp",
+        "rpg",
+        "arb",
+        "bml",
+        "inc",
+        "eld",
+        "sct",
+        "sm",
+        "wbt",
+        "csproj",
+        "tcz",
+        "html5",
+        "gbl",
+        "cmd",
+        "dlg",
+        "tpl",
+        "rbt",
+        "xcp",
+        "tpm",
+        "qry",
+        "mfa",
+        "ptx",
+        "lsp",
+        "pag",
+        "ebc",
+        "php3",
+        "cob",
+        "csc",
+        "pyt",
+        "dwt",
+        "rb",
+        "wsdl",
+        "lap",
+        "textile",
+        "sfx",
+        "x",
+        "a5r",
+        "dbp",
+        "pmp",
+        "ipr",
+        "fwx",
+        "pbl",
+        "vbw",
+        "phl",
+        "cbl",
+        "pas",
+        "mom",
+        "dbmdl",
+        "lol",
+        "wdl",
+        "ppam",
+        "plx",
+        "vb",
+        "cgx",
+        "lst",
+        "lmp",
+        "vd",
+        "bcp",
+        "thtml",
+        "scpt",
+        "isu",
+        "mrd",
+        "perl",
+        "dtx",
+        "f",
+        "wpk",
+        "ipf",
+        "ptl",
+        "luca",
+        "hx",
+        "uvproj",
+        "qvs",
+        "vba",
+        "xjb",
+        "appxupload",
+        "ti",
+        "svn-base",
+        "bsc",
+        "mak",
+        "vcproj",
+        "dsd",
+        "ksh",
+        "pyw",
+        "bxml",
+        "mo",
+        "irc",
+        "gcl",
+        "dbml",
+        "mlv",
+        "wsf",
+        "tcl",
+        "dqy",
+        "ssi",
+        "pbxproj",
+        "bal",
+        "trt",
+        "sal",
+        "hkp",
+        "vbi",
+        "dob",
+        "htc",
+        "p",
+        "ats",
+        "seam",
+        "loc",
+        "pli",
+        "rptproj",
+        "pxml",
+        "pkb",
+        "dpr",
+        "scss",
+        "dsb",
+        "bb",
+        "vbproj",
+        "ash",
+        "rml",
+        "nbk",
+        "nvi",
+        "lmv",
+        "mw",
+        "jl",
+        "dso",
+        "cba",
+        "jks",
+        "ary",
+        "run",
+        "vps",
+        "clm",
+        "brml",
+        "msha",
+        "mdp",
+        "tmh",
+        "jsx",
+        "sdl",
+        "ptxml",
+        "fxl",
+        "wmw",
+        "dcr",
+        "bcc",
+        "cbp",
+        "bmo",
+        "bsv",
+        "less",
+        "gss",
+        "ctl",
+        "rpyc",
+        "ascx",
+        "odc",
+        "wiki",
+        "obr",
+        "l",
+        "axs",
+        "bpr",
+        "ppa",
+        "rpo",
+        "sqlproj",
+        "smm",
+        "dsr",
+        "arq",
+        "din",
+        "jml",
+        "jsonp",
+        "ml",
+        "rc2",
+        "myapp",
+        "cla",
+        "xme",
+        "obj",
+        "jsdtscope",
+        "gyp",
+        "datasource",
+        "cp",
+        "rh",
+        "lpx",
+        "a2w",
+        "ctp",
+        "ulp",
+        "nt",
+        "script",
+        "bxl",
+        "gs",
+        "xslt",
+        "mg",
+        "pch",
+        "mhl",
+        "zpd",
+        "psm1",
+        "asz",
+        "m",
+        "jacl",
+        "pym",
+        "rws",
+        "acu",
+        "ssq",
+        "wxs",
+        "coffee",
+        "ncb",
+        "akt",
+        "pyx",
+        "zero",
+        "hs",
+        "mkb",
+        "tru",
+        "xul",
+        "mfl",
+        "sca",
+        "sbr",
+        "master",
+        "opv",
+        "matlab",
+        "sami",
+        "agc",
+        "slim",
+        "tea",
+        "m51",
+        "mec",
+        "asc",
+        "gch",
+        "enml",
+        "kst",
+        "jade",
+        "dfb",
+        "ips",
+        "rgs",
+        "vbx",
+        "cspkg",
+        "ncx",
+        "brs",
+        "wfs",
+        "ifp",
+        "nse",
+        "xtx",
+        "j",
+        "cx",
+        "ps1",
+        "nas",
+        "mk",
+        "ccs",
+        "vrp",
+        "lnp",
+        "cml",
+        "c#",
+        "idl",
+        "exp",
+        "apb",
+        "nsi",
+        "asmx",
+        "tdo",
+        "pjt",
+        "fdt",
+        "s5d",
+        "mvba",
+        "mf",
+        "odl",
+        "bzs",
+        "jardesc",
+        "tgml",
+        "moc",
+        "wxi",
+        "cpz",
+        "fsx",
+        "jav",
+        "ocb",
+        "agi",
+        "tec",
+        "txl",
+        "amw",
+        "mscr",
+        "dfd",
+        "dpd",
+        "pun",
+        "f95",
+        "vdproj",
+        "xsc",
+        "diff",
+        "wxl",
+        "dgml",
+        "airi",
+        "kmt",
+        "ksc",
+        "io",
+        "rbw",
+        "sas",
+        "vcp",
+        "resources",
+        "param",
+        "cg",
+        "hlsl",
+        "vssscc",
+        "bgm",
+        "xn",
+        "targets",
+        "sl",
+        "gsc",
+        "qs",
+        "owl",
+        "devpak",
+        "phps",
+        "hdf",
+        "pri",
+        "nbin",
+        "xaml",
+        "s4e",
+        "scm",
+        "tk",
+        "poc",
+        "uix",
+        "clw",
+        "factorypath",
+        "s43",
+        "awd",
+        "htr",
+        "php2",
+        "classpath",
+        "pickle",
+        "rob",
+        "msil",
+        "ebx",
+        "tsq",
+        "lml",
+        "f90",
+        "lds",
+        "vup",
+        "pbi",
+        "swt",
+        "vap",
+        "ig",
+        "pdo",
+        "frt",
+        "fcg",
+        "c++",
+        "xcl",
+        "dfn",
+        "aar",
+        "for",
+        "re",
+        "twig",
+        "ebm",
+        "dhtml",
+        "hc",
+        "pro",
+        "ahk",
+        "rule",
+        "bsh",
+        "jcs",
+        "zrx",
+        "wsdd",
+        "csp",
+        "drc",
+        "appxsym",
     ]
     return ext.lower() in code_ext_list
 
 
 def is_document_file_text(ext):
     text_ext_list = [
-        "doc", "docx", "log", "msg", "odt", "pages", "rtf", "tex", "txt", "wpd", "wps",
+        "doc",
+        "docx",
+        "log",
+        "msg",
+        "odt",
+        "pages",
+        "rtf",
+        "tex",
+        "txt",
+        "wpd",
+        "wps",
     ]
     return ext.lower() in text_ext_list
 

backend/common/validators.py

@@ -1,6 +1,7 @@
 """
 Common validators for CRM models.
 """
+
 import re
 
 from django.core.validators import RegexValidator
@@ -19,7 +20,9 @@ e164_phone_validator = RegexValidator(
 # Examples: +1 (202) 555-1234, 202-555-1234, +44 20 7123 4567
 flexible_phone_validator = RegexValidator(
     regex=r"^[\d\s\-\(\)\+\.]{7,25}$",
-    message=_("Enter a valid phone number (7-25 characters, digits and separators only)"),
+    message=_(
+        "Enter a valid phone number (7-25 characters, digits and separators only)"
+    ),
 )
 
 

backend/common/views/auth_views.py

@@ -35,16 +35,18 @@ class GoogleOAuthCallbackView(APIView):
                 "code": serializers.CharField(),
                 "code_verifier": serializers.CharField(),
                 "redirect_uri": serializers.CharField(),
-            }
+            },
         ),
-        responses={200: inline_serializer(
-            name="GoogleOAuthResponse",
-            fields={
-                "access_token": serializers.CharField(),
-                "refresh_token": serializers.CharField(),
-                "user": serializers.DictField(),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="GoogleOAuthResponse",
+                fields={
+                    "access_token": serializers.CharField(),
+                    "refresh_token": serializers.CharField(),
+                    "user": serializers.DictField(),
+                },
+            )
+        },
     )
     def post(self, request):
         import base64
@@ -133,11 +135,13 @@ class GoogleOAuthCallbackView(APIView):
         # Generate JWT tokens
         token = RefreshToken.for_user(user)
 
-        return Response({
-            "access_token": str(token.access_token),
-            "refresh_token": str(token),
-            "user": {"id": str(user.id), "email": user.email},
-        })
+        return Response(
+            {
+                "access_token": str(token.access_token),
+                "refresh_token": str(token),
+                "user": {"id": str(user.id), "email": user.email},
+            }
+        )
 
 
 class LoginView(APIView):
@@ -211,7 +215,9 @@ class LoginView(APIView):
 
             # Generate JWT tokens with org context (include profile for role)
             if default_org:
-                token = OrgAwareRefreshToken.for_user_and_org(user, default_org, profile)
+                token = OrgAwareRefreshToken.for_user_and_org(
+                    user, default_org, profile
+                )
             else:
                 # User has no orgs - generate token without org context
                 token = RefreshToken.for_user(user)
@@ -317,9 +323,7 @@ class OrgAwareTokenRefreshView(APIView):
         description="Refresh access token with org membership validation",
         request=inline_serializer(
             name="OrgAwareTokenRefreshRequest",
-            fields={
-                "refresh": serializers.CharField(help_text="Refresh token")
-            },
+            fields={"refresh": serializers.CharField(help_text="Refresh token")},
         ),
         responses={
             200: inline_serializer(
@@ -393,7 +397,10 @@ class OrgAwareTokenRefreshView(APIView):
             )
 
         except TokenError:
-            return Response({"error": "Invalid or expired token"}, status=status.HTTP_401_UNAUTHORIZED)
+            return Response(
+                {"error": "Invalid or expired token"},
+                status=status.HTTP_401_UNAUTHORIZED,
+            )
         except User.DoesNotExist:
             return Response(
                 {"error": "User not found"}, status=status.HTTP_401_UNAUTHORIZED
@@ -459,7 +466,9 @@ class OrgSwitchView(APIView):
             )
 
         # Generate new tokens with the target org (include profile for role)
-        token = OrgAwareRefreshToken.for_user_and_org(request.user, profile.org, profile)
+        token = OrgAwareRefreshToken.for_user_and_org(
+            request.user, profile.org, profile
+        )
 
         # Audit log the org switch
         audit_log.org_switch(request.user, from_org, profile.org, request)

backend/common/views/dashboard_views.py

@@ -26,25 +26,26 @@ from tasks.serializer import TaskSerializer
 
 
 class ApiHomeView(APIView):
-
     permission_classes = (IsAuthenticated,)
 
     @extend_schema(
         tags=["home"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="ApiHomeResponse",
-            fields={
-                "accounts_count": serializers.IntegerField(),
-                "contacts_count": serializers.IntegerField(),
-                "leads_count": serializers.IntegerField(),
-                "opportunities_count": serializers.IntegerField(),
-                "accounts": AccountSerializer(many=True),
-                "contacts": ContactSerializer(many=True),
-                "leads": LeadSerializer(many=True),
-                "opportunities": OpportunitySerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="ApiHomeResponse",
+                fields={
+                    "accounts_count": serializers.IntegerField(),
+                    "contacts_count": serializers.IntegerField(),
+                    "leads_count": serializers.IntegerField(),
+                    "opportunities_count": serializers.IntegerField(),
+                    "accounts": AccountSerializer(many=True),
+                    "contacts": ContactSerializer(many=True),
+                    "leads": LeadSerializer(many=True),
+                    "opportunities": OpportunitySerializer(many=True),
+                },
+            )
+        },
     )
     def get(self, request, format=None):
         org = request.profile.org
@@ -63,24 +64,19 @@ class ApiHomeView(APIView):
 
         if not is_admin:
             accounts = accounts.filter(
-                Q(assigned_to=profile)
-                | Q(created_by=profile.user)
+                Q(assigned_to=profile) | Q(created_by=profile.user)
             )
             contacts = contacts.filter(
-                Q(assigned_to__id__in=[profile.id])
-                | Q(created_by=profile.user)
+                Q(assigned_to__id__in=[profile.id]) | Q(created_by=profile.user)
             )
             leads = leads.filter(
-                Q(assigned_to__id__in=[profile.id])
-                | Q(created_by=profile.user)
+                Q(assigned_to__id__in=[profile.id]) | Q(created_by=profile.user)
             ).exclude(status="closed")
             opportunities = opportunities.filter(
-                Q(assigned_to__id__in=[profile.id])
-                | Q(created_by=profile.user)
+                Q(assigned_to__id__in=[profile.id]) | Q(created_by=profile.user)
             )
             tasks = tasks.filter(
-                Q(assigned_to__id__in=[profile.id])
-                | Q(created_by=profile.user)
+                Q(assigned_to__id__in=[profile.id]) | Q(created_by=profile.user)
             )
 
         # Build base context (existing)
@@ -96,22 +92,17 @@ class ApiHomeView(APIView):
 
         # NEW: Urgent counts for Focus Bar
         overdue_tasks = tasks.filter(
-            status__in=["New", "In Progress"],
-            due_date__lt=today
+            status__in=["New", "In Progress"], due_date__lt=today
         ).count()
 
         tasks_due_today = tasks.filter(
-            status__in=["New", "In Progress"],
-            due_date=today
+            status__in=["New", "In Progress"], due_date=today
         ).count()
 
-        followups_today = leads.filter(
-            next_follow_up=today
-        ).count()
+        followups_today = leads.filter(next_follow_up=today).count()
 
         hot_leads = leads.filter(
-            rating="HOT",
-            status__in=["assigned", "in process"]
+            rating="HOT", status__in=["assigned", "in process"]
         ).count()
 
         context["urgent_counts"] = {
@@ -160,16 +151,17 @@ class ApiHomeView(APIView):
             total=Coalesce(
                 Sum(F("amount") * F("probability") / 100),
                 0,
-                output_field=DecimalField()
+                output_field=DecimalField(),
             )
         )["total"]
 
         # Won this month (use timezone-aware datetime for updated_at comparison)
         now = timezone.now()
-        first_day_of_month = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
+        first_day_of_month = now.replace(
+            day=1, hour=0, minute=0, second=0, microsecond=0
+        )
         won_opps = opportunities.filter(
-            stage="CLOSED_WON",
-            updated_at__gte=first_day_of_month
+            stage="CLOSED_WON", updated_at__gte=first_day_of_month
         )
         won_opps_with_currency = won_opps.filter(
             Q(currency=org_currency) | Q(currency__isnull=True) | Q(currency="")
@@ -181,7 +173,9 @@ class ApiHomeView(APIView):
         # Conversion rate: leads converted / total leads
         total_leads_all = Lead.objects.filter(org=org).count()
         converted_leads = Lead.objects.filter(org=org, status="converted").count()
-        conversion_rate = (converted_leads / total_leads_all * 100) if total_leads_all > 0 else 0
+        conversion_rate = (
+            (converted_leads / total_leads_all * 100) if total_leads_all > 0 else 0
+        )
 
         # Count opportunities in other currencies (for info)
         other_currency_count = opportunities.exclude(
@@ -199,8 +193,7 @@ class ApiHomeView(APIView):
 
         # NEW: Hot leads list for dedicated panel
         hot_leads_qs = leads.filter(
-            rating="HOT",
-            status__in=["assigned", "in process"]
+            rating="HOT", status__in=["assigned", "in process"]
         ).order_by("-created_at")[:10]
 
         context["hot_leads"] = [
@@ -210,24 +203,31 @@ class ApiHomeView(APIView):
                 "last_name": lead.last_name,
                 "company": lead.company_name,
                 "rating": lead.rating,
-                "next_follow_up": lead.next_follow_up.isoformat() if lead.next_follow_up else None,
-                "last_contacted": lead.last_contacted.isoformat() if lead.last_contacted else None,
+                "next_follow_up": lead.next_follow_up.isoformat()
+                if lead.next_follow_up
+                else None,
+                "last_contacted": lead.last_contacted.isoformat()
+                if lead.last_contacted
+                else None,
             }
             for lead in hot_leads_qs
         ]
 
         # Include tasks in dashboard response (avoid separate API call)
         upcoming_tasks = tasks.filter(
-            status__in=["New", "In Progress"],
-            due_date__isnull=False
+            status__in=["New", "In Progress"], due_date__isnull=False
         ).order_by("due_date")[:10]
         context["tasks"] = TaskSerializer(upcoming_tasks, many=True).data
 
         # Include recent activities (avoid separate API call)
-        activities = Activity.objects.filter(
-            org=org
-        ).select_related("user", "user__user").order_by("-created_at")[:10]
-        context["activities"] = serializer.ActivitySerializer(activities, many=True).data
+        activities = (
+            Activity.objects.filter(org=org)
+            .select_related("user", "user__user")
+            .order_by("-created_at")[:10]
+        )
+        context["activities"] = serializer.ActivitySerializer(
+            activities, many=True
+        ).data
 
         return Response(context, status=status.HTTP_200_OK)
 

backend/common/views/document_views.py

@@ -121,16 +121,18 @@ class DocumentListView(APIView, LimitOffsetPagination):
         tags=["documents"],
         operation_id="documents_list",
         parameters=swagger_params.document_get_params,
-        responses={200: inline_serializer(
-            name="DocumentListResponse",
-            fields={
-                "search": serializers.BooleanField(),
-                "documents_active": serializers.DictField(),
-                "documents_inactive": serializers.DictField(),
-                "users": ProfileSerializer(many=True),
-                "status_choices": serializers.ListField(),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="DocumentListResponse",
+                fields={
+                    "search": serializers.BooleanField(),
+                    "documents_active": serializers.DictField(),
+                    "documents_inactive": serializers.DictField(),
+                    "users": ProfileSerializer(many=True),
+                    "status_choices": serializers.ListField(),
+                },
+            )
+        },
     )
     def get(self, request, *args, **kwargs):
         context = self.get_context_data(**kwargs)
@@ -141,10 +143,15 @@ class DocumentListView(APIView, LimitOffsetPagination):
         operation_id="documents_create",
         parameters=swagger_params.organization_params,
         request=DocumentCreateSwaggerSerializer,
-        responses={201: inline_serializer(
-            name="DocumentCreateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            201: inline_serializer(
+                name="DocumentCreateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def post(self, request, *args, **kwargs):
         params = request.data
@@ -189,14 +196,16 @@ class DocumentDetailView(APIView):
         tags=["documents"],
         operation_id="documents_retrieve",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="DocumentDetailResponse",
-            fields={
-                "doc_obj": DocumentSerializer(),
-                "file_type_code": serializers.CharField(),
-                "users": ProfileSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="DocumentDetailResponse",
+                fields={
+                    "doc_obj": DocumentSerializer(),
+                    "file_type_code": serializers.CharField(),
+                    "users": ProfileSerializer(many=True),
+                },
+            )
+        },
     )
     def get(self, request, pk, format=None):
         # get_object_or_404 now handles org filtering - returns 404 if not found/wrong org
@@ -232,10 +241,15 @@ class DocumentDetailView(APIView):
         tags=["documents"],
         operation_id="documents_destroy",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="DocumentDeleteResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DocumentDeleteResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def delete(self, request, pk, format=None):
         document = self.get_object(pk)
@@ -272,10 +286,15 @@ class DocumentDetailView(APIView):
         operation_id="documents_update",
         parameters=swagger_params.organization_params,
         request=DocumentEditSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="DocumentUpdateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DocumentUpdateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def put(self, request, pk, format=None):
         self.object = self.get_object(pk)
@@ -340,10 +359,15 @@ class DocumentDetailView(APIView):
         parameters=swagger_params.organization_params,
         request=DocumentEditSwaggerSerializer,
         description="Partial Document Update",
-        responses={200: inline_serializer(
-            name="DocumentPatchResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DocumentPatchResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def patch(self, request, pk, format=None):
         """Handle partial updates to a document."""
@@ -356,7 +380,10 @@ class DocumentDetailView(APIView):
             )
         if self.object.org != self.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.user.is_superuser:

backend/common/views/organization_views.py

@@ -66,7 +66,7 @@ class OrgProfileCreateView(APIView):
 
     @extend_schema(
         operation_id="org_list",
-        description="Just Pass the token, will return ORG list, associated with user"
+        description="Just Pass the token, will return ORG list, associated with user",
     )
     def get(self, request, format=None):
         """
@@ -210,7 +210,8 @@ class OrgUpdateView(APIView):
 
     @extend_schema(
         operation_id="org_retrieve",
-        description="Get organization details", responses={200: OrganizationSerializer}
+        description="Get organization details",
+        responses={200: OrganizationSerializer},
     )
     def get(self, request, pk, format=None):
         # Check if user has access to this organization
@@ -247,10 +248,11 @@ class ProfileView(APIView):
     @extend_schema(
         tags=["profile"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="ProfileViewResponse",
-            fields={"user_obj": ProfileSerializer()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="ProfileViewResponse", fields={"user_obj": ProfileSerializer()}
+            )
+        },
     )
     def get(self, request, format=None):
         # profile=Profile.objects.get(user=request.user)
@@ -263,12 +265,17 @@ class ProfileView(APIView):
         parameters=swagger_params.organization_params,
         request=inline_serializer(
             name="ProfilePatchRequest",
-            fields={"phone": serializers.CharField(required=False)}
+            fields={"phone": serializers.CharField(required=False)},
         ),
-        responses={200: inline_serializer(
-            name="ProfilePatchUpdateResponse",
-            fields={"message": serializers.CharField(), "user_obj": ProfileSerializer()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="ProfilePatchUpdateResponse",
+                fields={
+                    "message": serializers.CharField(),
+                    "user_obj": ProfileSerializer(),
+                },
+            )
+        },
     )
     def patch(self, request, format=None):
         profile = request.profile

backend/common/views/settings_views.py

@@ -24,14 +24,16 @@ class DomainList(APIView):
         tags=["Settings"],
         operation_id="api_settings_list",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="DomainListResponse",
-            fields={
-                "error": serializers.BooleanField(),
-                "api_settings": APISettingsListSerializer(many=True),
-                "users": ProfileSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="DomainListResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "api_settings": APISettingsListSerializer(many=True),
+                    "users": ProfileSerializer(many=True),
+                },
+            )
+        },
     )
     def get(self, request, *args, **kwargs):
         api_settings = APISettings.objects.filter(org=request.profile.org)
@@ -52,10 +54,15 @@ class DomainList(APIView):
         operation_id="api_settings_create",
         parameters=swagger_params.organization_params,
         request=APISettingsSwaggerSerializer,
-        responses={201: inline_serializer(
-            name="DomainCreateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            201: inline_serializer(
+                name="DomainCreateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def post(self, request, *args, **kwargs):
         params = request.data
@@ -97,10 +104,15 @@ class DomainDetailView(APIView):
         tags=["Settings"],
         operation_id="api_settings_retrieve",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="DomainDetailResponse",
-            fields={"error": serializers.BooleanField(), "domain": APISettingsListSerializer()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DomainDetailResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "domain": APISettingsListSerializer(),
+                },
+            )
+        },
     )
     def get(self, request, pk, format=None):
         api_setting = self.get_object(pk)
@@ -114,10 +126,15 @@ class DomainDetailView(APIView):
         operation_id="api_settings_update",
         parameters=swagger_params.organization_params,
         request=APISettingsSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="DomainUpdateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DomainUpdateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def put(self, request, pk, **kwargs):
         api_setting = self.get_object(pk)
@@ -153,16 +170,23 @@ class DomainDetailView(APIView):
         parameters=swagger_params.organization_params,
         request=APISettingsSwaggerSerializer,
         description="Partial API Settings Update",
-        responses={200: inline_serializer(
-            name="DomainPatchResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DomainPatchResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def patch(self, request, pk, **kwargs):
         """Handle partial updates to API settings."""
         api_setting = self.get_object(pk)
         params = request.data
-        serializer = APISettingsSerializer(data=params, instance=api_setting, partial=True)
+        serializer = APISettingsSerializer(
+            data=params, instance=api_setting, partial=True
+        )
         if serializer.is_valid():
             api_setting = serializer.save()
             return Response(
@@ -178,10 +202,15 @@ class DomainDetailView(APIView):
         tags=["Settings"],
         operation_id="api_settings_destroy",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="DomainDeleteResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="DomainDeleteResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def delete(self, request, pk, **kwargs):
         api_setting = self.get_object(pk)

backend/common/views/team_views.py

@@ -55,16 +55,18 @@ class TeamsListView(APIView, LimitOffsetPagination):
         tags=["Teams"],
         operation_id="teams_list",
         parameters=swagger_params.teams_list_get_params,
-        responses={200: inline_serializer(
-            name="TeamsListResponse",
-            fields={
-                "per_page": serializers.IntegerField(),
-                "page_number": serializers.ListField(),
-                "teams_count": serializers.IntegerField(),
-                "offset": serializers.IntegerField(allow_null=True),
-                "teams": TeamsSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamsListResponse",
+                fields={
+                    "per_page": serializers.IntegerField(),
+                    "page_number": serializers.ListField(),
+                    "teams_count": serializers.IntegerField(),
+                    "offset": serializers.IntegerField(allow_null=True),
+                    "teams": TeamsSerializer(many=True),
+                },
+            )
+        },
     )
     def get(self, *args, **kwargs):
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
@@ -83,10 +85,15 @@ class TeamsListView(APIView, LimitOffsetPagination):
         operation_id="teams_create",
         request=TeamswaggerCreateSerializer,
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="TeamCreateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamCreateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def post(self, request, *args, **kwargs):
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
@@ -130,10 +137,11 @@ class TeamsDetailView(APIView):
         tags=["Teams"],
         operation_id="teams_retrieve",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="TeamDetailResponse",
-            fields={"team": TeamsSerializer()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamDetailResponse", fields={"team": TeamsSerializer()}
+            )
+        },
     )
     def get(self, request, pk, **kwargs):
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
@@ -154,10 +162,15 @@ class TeamsDetailView(APIView):
         operation_id="teams_update",
         request=TeamswaggerCreateSerializer,
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="TeamUpdateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamUpdateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def put(self, request, pk, *args, **kwargs):
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
@@ -206,10 +219,15 @@ class TeamsDetailView(APIView):
         request=TeamswaggerCreateSerializer,
         parameters=swagger_params.organization_params,
         description="Partial Team Update",
-        responses={200: inline_serializer(
-            name="TeamPatchResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamPatchResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def patch(self, request, pk, *args, **kwargs):
         """Handle partial updates to a team."""
@@ -241,10 +259,15 @@ class TeamsDetailView(APIView):
         tags=["Teams"],
         operation_id="teams_destroy",
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="TeamDeleteResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamDeleteResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def delete(self, request, pk, **kwargs):
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:

backend/common/views/user_views.py

@@ -32,19 +32,20 @@ from opportunity.serializer import OpportunitySerializer
 
 
 class GetTeamsAndUsersView(APIView):
-
     permission_classes = (IsAuthenticated,)
 
     @extend_schema(
         tags=["users"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="TeamsAndUsersResponse",
-            fields={
-                "teams": TeamsSerializer(many=True),
-                "profiles": ProfileSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="TeamsAndUsersResponse",
+                fields={
+                    "teams": TeamsSerializer(many=True),
+                    "profiles": ProfileSerializer(many=True),
+                },
+            )
+        },
     )
     def get(self, request, *args, **kwargs):
         data = {}
@@ -60,17 +61,21 @@ class GetTeamsAndUsersView(APIView):
 
 
 class UsersListView(APIView, LimitOffsetPagination):
-
     permission_classes = (IsAuthenticated,)
 
     @extend_schema(
         tags=["users"],
         parameters=swagger_params.organization_params,
         request=UserCreateSwaggerSerializer,
-        responses={201: inline_serializer(
-            name="UserCreateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            201: inline_serializer(
+                name="UserCreateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def post(self, request, format=None):
         if self.request.profile.role != "ADMIN" and not self.request.user.is_superuser:
@@ -120,16 +125,18 @@ class UsersListView(APIView, LimitOffsetPagination):
     @extend_schema(
         tags=["users"],
         parameters=swagger_params.user_list_params,
-        responses={200: inline_serializer(
-            name="UsersListResponse",
-            fields={
-                "active_users": serializers.DictField(),
-                "inactive_users": serializers.DictField(),
-                "admin_email": serializers.CharField(),
-                "roles": serializers.ListField(),
-                "status": serializers.ListField(),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="UsersListResponse",
+                fields={
+                    "active_users": serializers.DictField(),
+                    "inactive_users": serializers.DictField(),
+                    "admin_email": serializers.CharField(),
+                    "roles": serializers.ListField(),
+                    "status": serializers.ListField(),
+                },
+            )
+        },
     )
     def get(self, request, format=None):
         # Check if profile exists and user has permission
@@ -210,10 +217,15 @@ class UserDetailView(APIView):
     @extend_schema(
         tags=["users"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="UserDetailResponse",
-            fields={"error": serializers.BooleanField(), "data": serializers.DictField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="UserDetailResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "data": serializers.DictField(),
+                },
+            )
+        },
     )
     def get(self, request, pk, format=None):
         profile_obj = self.get_object(pk)
@@ -258,10 +270,15 @@ class UserDetailView(APIView):
         tags=["users"],
         parameters=swagger_params.organization_params,
         request=UserCreateSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="UserUpdateResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="UserUpdateResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def put(self, request, pk, format=None):
         params = request.data
@@ -321,10 +338,15 @@ class UserDetailView(APIView):
         parameters=swagger_params.organization_params,
         request=UserCreateSwaggerSerializer,
         description="Partial User Update",
-        responses={200: inline_serializer(
-            name="UserPatchResponse",
-            fields={"error": serializers.BooleanField(), "message": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="UserPatchResponse",
+                fields={
+                    "error": serializers.BooleanField(),
+                    "message": serializers.CharField(),
+                },
+            )
+        },
     )
     def patch(self, request, pk, format=None):
         """Handle partial updates to a user."""
@@ -342,7 +364,10 @@ class UserDetailView(APIView):
 
         if profile.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,
             )
 
@@ -377,10 +402,11 @@ class UserDetailView(APIView):
     @extend_schema(
         tags=["users"],
         parameters=swagger_params.organization_params,
-        responses={200: inline_serializer(
-            name="UserDeleteResponse",
-            fields={"status": serializers.CharField()}
-        )},
+        responses={
+            200: inline_serializer(
+                name="UserDeleteResponse", fields={"status": serializers.CharField()}
+            )
+        },
     )
     def delete(self, request, pk, format=None):
         if self.request.profile.role != "ADMIN" and not self.request.profile.is_admin:
@@ -411,13 +437,15 @@ class UserStatusView(APIView):
         description="User Status View",
         parameters=swagger_params.organization_params,
         request=UserUpdateStatusSwaggerSerializer,
-        responses={200: inline_serializer(
-            name="UserStatusResponse",
-            fields={
-                "active_profiles": ProfileSerializer(many=True),
-                "inactive_profiles": ProfileSerializer(many=True),
-            }
-        )},
+        responses={
+            200: inline_serializer(
+                name="UserStatusResponse",
+                fields={
+                    "active_profiles": ProfileSerializer(many=True),
+                    "inactive_profiles": ProfileSerializer(many=True),
+                },
+            )
+        },
     )
     def post(self, request, pk, format=None):
         if self.request.profile.role != "ADMIN" and not self.request.user.is_superuser:

backend/contacts/migrations/0001_initial.py

@@ -8,7 +8,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [

backend/contacts/migrations/0002_change_phone_to_charfield.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0001_initial"),
     ]

backend/contacts/migrations/0003_add_account_fk.py

@@ -5,7 +5,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0001_initial"),
         ("contacts", "0002_change_phone_to_charfield"),

backend/contacts/migrations/0004_change_phone_to_phonenumberfield.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0003_add_account_fk"),
     ]

backend/contacts/migrations/0005_rename_linked_in_url_to_linkedin_url.py

@@ -4,7 +4,6 @@ from django.db import migrations
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0004_change_phone_to_phonenumberfield"),
     ]

backend/contacts/migrations/0006_add_tags_related_name.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0002_enable_rls"),
         ("contacts", "0005_rename_linked_in_url_to_linkedin_url"),

backend/contacts/migrations/0007_remove_organization_index.py

@@ -4,7 +4,6 @@ from django.db import migrations
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0006_add_tags_related_name"),
     ]

backend/contacts/migrations/0008_change_phone_to_charfield.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0007_remove_organization_index"),
     ]

backend/contacts/migrations/0009_alter_contact_created_by_alter_contact_updated_by.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0008_change_phone_to_charfield"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),

backend/contacts/migrations/0010_add_enterprise_constraints.py

@@ -13,36 +13,34 @@ def cleanup_duplicate_contact_emails(apps, schema_editor):
     Find duplicate contact emails (case-insensitive) within each org
     and clear email on duplicates (keep oldest).
     """
-    Contact = apps.get_model('contacts', 'Contact')
+    Contact = apps.get_model("contacts", "Contact")
 
     # Find duplicates: group by lower(email) + org, having count > 1
     duplicates = (
-        Contact.objects
-        .exclude(email__isnull=True)
-        .exclude(email='')
-        .annotate(email_lower=Lower('email'))
-        .values('email_lower', 'org_id')
-        .annotate(count=Count('id'))
+        Contact.objects.exclude(email__isnull=True)
+        .exclude(email="")
+        .annotate(email_lower=Lower("email"))
+        .values("email_lower", "org_id")
+        .annotate(count=Count("id"))
         .filter(count__gt=1)
     )
 
     for dup in duplicates:
         # Get all contacts with this email in this org, ordered by created_at
         contacts = list(
-            Contact.objects
-            .filter(org_id=dup['org_id'])
+            Contact.objects.filter(org_id=dup["org_id"])
             .exclude(email__isnull=True)
-            .exclude(email='')
-            .annotate(email_lower=Lower('email'))
-            .filter(email_lower=dup['email_lower'])
-            .order_by('created_at')
+            .exclude(email="")
+            .annotate(email_lower=Lower("email"))
+            .filter(email_lower=dup["email_lower"])
+            .order_by("created_at")
         )
 
         # Keep the first one (oldest), clear email on the rest
         for contact in contacts[1:]:
             old_email = contact.email
             contact.email = None
-            contact.save(update_fields=['email'])
+            contact.save(update_fields=["email"])
             print(f"  Cleared duplicate email on contact {contact.id}: '{old_email}'")
 
 
@@ -52,7 +50,6 @@ def reverse_noop(apps, schema_editor):
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0006_add_enterprise_constraints"),
         ("common", "0008_enable_rls_product_invoice_line_item"),

backend/contacts/views.py

@@ -3,7 +3,12 @@ import json
 from django.contrib.contenttypes.models import ContentType
 from django.db.models import Q
 from django.shortcuts import get_object_or_404
-from drf_spectacular.utils import OpenApiExample, OpenApiParameter, extend_schema, inline_serializer
+from drf_spectacular.utils import (
+    OpenApiExample,
+    OpenApiParameter,
+    extend_schema,
+    inline_serializer,
+)
 from rest_framework import serializers, status
 from rest_framework.pagination import LimitOffsetPagination
 from rest_framework.permissions import IsAuthenticated
@@ -51,7 +56,9 @@ class ContactsListView(APIView, LimitOffsetPagination):
                     assigned_to__id__in=params.get("assigned_to")
                 ).distinct()
             if params.get("tags"):
-                queryset = queryset.filter(tags__id__in=params.getlist("tags")).distinct()
+                queryset = queryset.filter(
+                    tags__id__in=params.getlist("tags")
+                ).distinct()
             if params.get("search"):
                 search = params.get("search")
                 queryset = queryset.filter(
@@ -61,9 +68,13 @@ class ContactsListView(APIView, LimitOffsetPagination):
                     | Q(phone__icontains=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 = {}
         results_contact = self.paginate_queryset(
@@ -160,7 +171,9 @@ class ContactsListView(APIView, LimitOffsetPagination):
             tags = params.get("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
+            )
             contact_obj.tags.add(*tag_objs)
 
         recipients = list(contact_obj.assigned_to.all().values_list("id", flat=True))
@@ -256,7 +269,9 @@ class ContactDetailView(APIView):
             tags = data.get("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
+            )
             contact_obj.tags.add(*tag_objs)
 
         previous_assigned_to_users = list(
@@ -514,7 +529,10 @@ class ContactDetailView(APIView):
         contact_obj = self.get_object(pk=pk)
         if contact_obj.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:
@@ -568,7 +586,9 @@ class ContactDetailView(APIView):
             if tags_list:
                 if isinstance(tags_list, str):
                     tags_list = json.loads(tags_list)
-                tag_objs = Tags.objects.filter(id__in=tags_list, org=request.profile.org, is_active=True)
+                tag_objs = Tags.objects.filter(
+                    id__in=tags_list, org=request.profile.org, is_active=True
+                )
                 contact_obj.tags.add(*tag_objs)
 
         return Response(

backend/crm/server_settings.py

@@ -33,8 +33,8 @@ AWS_S3_SECURE_URLS = True
 EMAIL_BACKEND = "django_ses.SESBackend"
 
 SESSION_COOKIE_DOMAIN = ".bottlecrm.io"
-SESSION_COOKIE_SECURE = True      # Only send session cookie over HTTPS
-CSRF_COOKIE_SECURE = True         # Only send CSRF cookie over HTTPS
+SESSION_COOKIE_SECURE = True  # Only send session cookie over HTTPS
+CSRF_COOKIE_SECURE = True  # Only send CSRF cookie over HTTPS
 
 sentry_sdk.init(
     dsn=os.environ["SENTRY_DSN"],

backend/invoices/admin.py

@@ -58,7 +58,14 @@ class InvoiceAdmin(admin.ModelAdmin):
         "client_email",
         "account__name",
     )
-    raw_id_fields = ("created_by", "org", "account", "contact", "opportunity", "template")
+    raw_id_fields = (
+        "created_by",
+        "org",
+        "account",
+        "contact",
+        "opportunity",
+        "template",
+    )
     filter_horizontal = ("assigned_to", "teams")
     inlines = [InvoiceLineItemInline, PaymentInline]
     date_hierarchy = "created_at"

backend/invoices/api_views.py

@@ -77,14 +77,17 @@ class InvoiceListView(APIView, LimitOffsetPagination):
         org = self.request.profile.org
         role = self.request.profile.role
 
-        queryset = self.model.objects.filter(org=org).select_related(
-            "account", "contact", "opportunity", "created_by"
-        ).prefetch_related("line_items", "payments", "assigned_to")
+        queryset = (
+            self.model.objects.filter(org=org)
+            .select_related("account", "contact", "opportunity", "created_by")
+            .prefetch_related("line_items", "payments", "assigned_to")
+        )
 
         # Non-admin users can only see their own or assigned invoices
         if role != "ADMIN" and not self.request.user.is_superuser:
             queryset = queryset.filter(
-                Q(created_by=self.request.profile.user) | Q(assigned_to=self.request.profile)
+                Q(created_by=self.request.profile.user)
+                | Q(assigned_to=self.request.profile)
             ).distinct()
 
         return queryset
@@ -140,7 +143,13 @@ class InvoiceListView(APIView, LimitOffsetPagination):
 
         # Sorting
         sort = params.get("sort", "-created_at")
-        if sort.lstrip("-") in ["created_at", "due_date", "issue_date", "total_amount", "status"]:
+        if sort.lstrip("-") in [
+            "created_at",
+            "due_date",
+            "issue_date",
+            "total_amount",
+            "status",
+        ]:
             queryset = queryset.order_by(sort)
 
         return queryset
@@ -339,9 +348,7 @@ class InvoiceSendView(APIView):
             protocol=request.scheme,
         )
 
-        return Response(
-            {"error": False, "message": "Invoice sent successfully"}
-        )
+        return Response({"error": False, "message": "Invoice sent successfully"})
 
 
 class InvoiceMarkPaidView(APIView):
@@ -701,9 +708,7 @@ class PaymentListView(APIView, LimitOffsetPagination):
 
     @extend_schema(tags=["Payments"], operation_id="payments_list")
     def get(self, request, invoice_id):
-        invoice = Invoice.objects.filter(
-            id=invoice_id, org=request.profile.org
-        ).first()
+        invoice = Invoice.objects.filter(id=invoice_id, org=request.profile.org).first()
         if not invoice:
             return Response(
                 {"error": True, "message": "Invoice not found"},
@@ -715,9 +720,7 @@ class PaymentListView(APIView, LimitOffsetPagination):
 
     @extend_schema(tags=["Payments"], operation_id="payments_create")
     def post(self, request, invoice_id):
-        invoice = Invoice.objects.filter(
-            id=invoice_id, org=request.profile.org
-        ).first()
+        invoice = Invoice.objects.filter(id=invoice_id, org=request.profile.org).first()
         if not invoice:
             return Response(
                 {"error": True, "message": "Invoice not found"},
@@ -750,9 +753,13 @@ class PaymentDetailView(APIView):
 
     @extend_schema(tags=["Payments"], operation_id="payments_destroy")
     def delete(self, request, invoice_id, pk):
-        payment = Payment.objects.filter(
-            id=pk, invoice_id=invoice_id, org=request.profile.org
-        ).select_related("invoice").first()
+        payment = (
+            Payment.objects.filter(
+                id=pk, invoice_id=invoice_id, org=request.profile.org
+            )
+            .select_related("invoice")
+            .first()
+        )
         if not payment:
             return Response(
                 {"error": True, "message": "Payment not found"},
@@ -1214,9 +1221,11 @@ class RecurringInvoiceListView(APIView, LimitOffsetPagination):
 
     @extend_schema(tags=["Recurring Invoices"], operation_id="recurring_list")
     def get(self, request):
-        queryset = RecurringInvoice.objects.filter(
-            org=request.profile.org
-        ).select_related("account", "contact").order_by("-created_at")
+        queryset = (
+            RecurringInvoice.objects.filter(org=request.profile.org)
+            .select_related("account", "contact")
+            .order_by("-created_at")
+        )
 
         # Apply filters
         if request.query_params.get("is_active"):
@@ -1363,9 +1372,9 @@ class InvoiceTemplateListView(APIView, LimitOffsetPagination):
 
     @extend_schema(tags=["Invoice Templates"], operation_id="templates_list")
     def get(self, request):
-        queryset = InvoiceTemplate.objects.filter(
-            org=request.profile.org
-        ).order_by("-is_default", "name")
+        queryset = InvoiceTemplate.objects.filter(org=request.profile.org).order_by(
+            "-is_default", "name"
+        )
 
         results = self.paginate_queryset(queryset, request, view=self)
         return Response(
@@ -1474,9 +1483,7 @@ class InvoiceCommentView(APIView):
 
     @extend_schema(tags=["Invoice Comments"], operation_id="comments_create")
     def post(self, request, invoice_id):
-        invoice = Invoice.objects.filter(
-            id=invoice_id, org=request.profile.org
-        ).first()
+        invoice = Invoice.objects.filter(id=invoice_id, org=request.profile.org).first()
         if not invoice:
             return Response(
                 {"error": True, "message": "Invoice not found"},
@@ -1575,9 +1582,7 @@ class InvoiceAttachmentView(APIView):
 
     @extend_schema(tags=["Invoice Attachments"], operation_id="attachments_create")
     def post(self, request, invoice_id):
-        invoice = Invoice.objects.filter(
-            id=invoice_id, org=request.profile.org
-        ).first()
+        invoice = Invoice.objects.filter(id=invoice_id, org=request.profile.org).first()
         if not invoice:
             return Response(
                 {"error": True, "message": "Invoice not found"},
@@ -1617,9 +1622,7 @@ class InvoiceAttachmentDetailView(APIView):
 
     @extend_schema(tags=["Invoice Attachments"], operation_id="attachments_destroy")
     def delete(self, request, pk):
-        attachment = Attachments.objects.filter(
-            id=pk, org=request.profile.org
-        ).first()
+        attachment = Attachments.objects.filter(id=pk, org=request.profile.org).first()
         if not attachment:
             return Response(
                 {"error": True, "message": "Attachment not found"},
@@ -1661,9 +1664,7 @@ class InvoiceDashboardView(APIView):
 
         # Status counts
         status_counts = (
-            all_invoices.values("status")
-            .annotate(count=Count("id"))
-            .order_by("status")
+            all_invoices.values("status").annotate(count=Count("id")).order_by("status")
         )
 
         # Financial summary
@@ -1679,14 +1680,18 @@ class InvoiceDashboardView(APIView):
             due_date__lt=today,
         )
         overdue_count = overdue_invoices.count()
-        overdue_amount = overdue_invoices.aggregate(total=Sum("amount_due"))["total"] or 0
+        overdue_amount = (
+            overdue_invoices.aggregate(total=Sum("amount_due"))["total"] or 0
+        )
 
         # Recent activity (last 30 days)
         recent_invoices = all_invoices.filter(created_at__gte=thirty_days_ago)
         recent_paid = all_invoices.filter(paid_at__gte=thirty_days_ago)
 
         recent_revenue = recent_paid.aggregate(total=Sum("amount_paid"))["total"] or 0
-        recent_invoiced = recent_invoices.aggregate(total=Sum("total_amount"))["total"] or 0
+        recent_invoiced = (
+            recent_invoices.aggregate(total=Sum("total_amount"))["total"] or 0
+        )
 
         # Estimates summary
         all_estimates = Estimate.objects.filter(org=org)
@@ -1694,31 +1699,33 @@ class InvoiceDashboardView(APIView):
         estimates_accepted = all_estimates.filter(status="Accepted").count()
         estimates_declined = all_estimates.filter(status="Declined").count()
 
-        return Response({
-            "summary": {
-                "total_invoiced": str(totals["total_invoiced"] or 0),
-                "total_paid": str(totals["total_paid"] or 0),
-                "total_due": str(totals["total_due"] or 0),
-            },
-            "status_counts": {
-                item["status"]: item["count"] for item in status_counts
-            },
-            "overdue": {
-                "count": overdue_count,
-                "amount": str(overdue_amount),
-            },
-            "recent_activity": {
-                "revenue_30d": str(recent_revenue),
-                "invoiced_30d": str(recent_invoiced),
-                "invoices_created_30d": recent_invoices.count(),
-                "invoices_paid_30d": recent_paid.count(),
-            },
-            "estimates": {
-                "pending": estimates_pending,
-                "accepted": estimates_accepted,
-                "declined": estimates_declined,
-            },
-        })
+        return Response(
+            {
+                "summary": {
+                    "total_invoiced": str(totals["total_invoiced"] or 0),
+                    "total_paid": str(totals["total_paid"] or 0),
+                    "total_due": str(totals["total_due"] or 0),
+                },
+                "status_counts": {
+                    item["status"]: item["count"] for item in status_counts
+                },
+                "overdue": {
+                    "count": overdue_count,
+                    "amount": str(overdue_amount),
+                },
+                "recent_activity": {
+                    "revenue_30d": str(recent_revenue),
+                    "invoiced_30d": str(recent_invoiced),
+                    "invoices_created_30d": recent_invoices.count(),
+                    "invoices_paid_30d": recent_paid.count(),
+                },
+                "estimates": {
+                    "pending": estimates_pending,
+                    "accepted": estimates_accepted,
+                    "declined": estimates_declined,
+                },
+            }
+        )
 
 
 class RevenueReportView(APIView):
@@ -1755,41 +1762,59 @@ class RevenueReportView(APIView):
         # Group revenue
         if group_by == "day":
             from django.db.models.functions import TruncDay
-            grouped = paid_invoices.annotate(
-                period=TruncDay("paid_at")
-            ).values("period").annotate(
-                revenue=Sum("amount_paid"),
-                count=Count("id"),
-            ).order_by("period")
+
+            grouped = (
+                paid_invoices.annotate(period=TruncDay("paid_at"))
+                .values("period")
+                .annotate(
+                    revenue=Sum("amount_paid"),
+                    count=Count("id"),
+                )
+                .order_by("period")
+            )
         elif group_by == "week":
             from django.db.models.functions import TruncWeek
-            grouped = paid_invoices.annotate(
-                period=TruncWeek("paid_at")
-            ).values("period").annotate(
-                revenue=Sum("amount_paid"),
-                count=Count("id"),
-            ).order_by("period")
+
+            grouped = (
+                paid_invoices.annotate(period=TruncWeek("paid_at"))
+                .values("period")
+                .annotate(
+                    revenue=Sum("amount_paid"),
+                    count=Count("id"),
+                )
+                .order_by("period")
+            )
         elif group_by == "year":
             from django.db.models.functions import TruncYear
-            grouped = paid_invoices.annotate(
-                period=TruncYear("paid_at")
-            ).values("period").annotate(
-                revenue=Sum("amount_paid"),
-                count=Count("id"),
-            ).order_by("period")
+
+            grouped = (
+                paid_invoices.annotate(period=TruncYear("paid_at"))
+                .values("period")
+                .annotate(
+                    revenue=Sum("amount_paid"),
+                    count=Count("id"),
+                )
+                .order_by("period")
+            )
         else:  # month (default)
             from django.db.models.functions import TruncMonth
-            grouped = paid_invoices.annotate(
-                period=TruncMonth("paid_at")
-            ).values("period").annotate(
-                revenue=Sum("amount_paid"),
-                count=Count("id"),
-            ).order_by("period")
+
+            grouped = (
+                paid_invoices.annotate(period=TruncMonth("paid_at"))
+                .values("period")
+                .annotate(
+                    revenue=Sum("amount_paid"),
+                    count=Count("id"),
+                )
+                .order_by("period")
+            )
 
         # Format results
         data = [
             {
-                "period": item["period"].strftime("%Y-%m-%d") if item["period"] else None,
+                "period": item["period"].strftime("%Y-%m-%d")
+                if item["period"]
+                else None,
                 "revenue": str(item["revenue"] or 0),
                 "count": item["count"],
             }
@@ -1802,16 +1827,18 @@ class RevenueReportView(APIView):
             count=Count("id"),
         )
 
-        return Response({
-            "start_date": str(start_date),
-            "end_date": str(end_date),
-            "group_by": group_by,
-            "data": data,
-            "total": {
-                "revenue": str(total["revenue"] or 0),
-                "count": total["count"],
-            },
-        })
+        return Response(
+            {
+                "start_date": str(start_date),
+                "end_date": str(end_date),
+                "group_by": group_by,
+                "data": data,
+                "total": {
+                    "revenue": str(total["revenue"] or 0),
+                    "count": total["count"],
+                },
+            }
+        )
 
 
 class AgingReportView(APIView):
@@ -1868,23 +1895,29 @@ class AgingReportView(APIView):
                         "client_name": inv.client_name,
                         "due_date": str(inv.due_date) if inv.due_date else None,
                         "amount_due": str(inv.amount_due),
-                        "days_overdue": (today - inv.due_date).days if inv.due_date else 0,
+                        "days_overdue": (today - inv.due_date).days
+                        if inv.due_date
+                        else 0,
                     }
                     for inv in invoices[:10]  # Limit to 10 per category
                 ],
             }
 
-        return Response({
-            "current": summarize(current),
-            "1_30_days": summarize(days_1_30),
-            "31_60_days": summarize(days_31_60),
-            "61_90_days": summarize(days_61_90),
-            "over_90_days": summarize(over_90),
-            "total": {
-                "count": unpaid_invoices.count(),
-                "amount": str(sum((inv.amount_due or Decimal("0")) for inv in unpaid_invoices)),
-            },
-        })
+        return Response(
+            {
+                "current": summarize(current),
+                "1_30_days": summarize(days_1_30),
+                "31_60_days": summarize(days_31_60),
+                "61_90_days": summarize(days_61_90),
+                "over_90_days": summarize(over_90),
+                "total": {
+                    "count": unpaid_invoices.count(),
+                    "amount": str(
+                        sum((inv.amount_due or Decimal("0")) for inv in unpaid_invoices)
+                    ),
+                },
+            }
+        )
 
 
 # =============================================================================
@@ -1917,9 +1950,11 @@ class InvoiceFromOpportunityView(APIView):
         org = request.profile.org
 
         # Get the opportunity
-        opportunity = Opportunity.objects.filter(
-            id=opportunity_id, org=org
-        ).prefetch_related("line_items", "contacts").first()
+        opportunity = (
+            Opportunity.objects.filter(id=opportunity_id, org=org)
+            .prefetch_related("line_items", "contacts")
+            .first()
+        )
 
         if not opportunity:
             return Response(
@@ -1934,14 +1969,20 @@ class InvoiceFromOpportunityView(APIView):
                 or (request.profile in opportunity.assigned_to.all())
             ):
                 return Response(
-                    {"error": True, "message": "You do not have permission to create invoice from this opportunity"},
+                    {
+                        "error": True,
+                        "message": "You do not have permission to create invoice from this opportunity",
+                    },
                     status=status.HTTP_403_FORBIDDEN,
                 )
 
         # Verify opportunity is CLOSED_WON
         if opportunity.stage != "CLOSED_WON":
             return Response(
-                {"error": True, "message": "Invoice can only be created from CLOSED_WON opportunities"},
+                {
+                    "error": True,
+                    "message": "Invoice can only be created from CLOSED_WON opportunities",
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
@@ -1949,14 +1990,20 @@ class InvoiceFromOpportunityView(APIView):
         line_items = opportunity.line_items.all()
         if not line_items.exists():
             return Response(
-                {"error": True, "message": "Opportunity has no products/line items to invoice"},
+                {
+                    "error": True,
+                    "message": "Opportunity has no products/line items to invoice",
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
         # Check if opportunity has an account
         if not opportunity.account:
             return Response(
-                {"error": True, "message": "Opportunity must have an account to create an invoice"},
+                {
+                    "error": True,
+                    "message": "Opportunity must have an account to create an invoice",
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
@@ -1966,19 +2013,26 @@ class InvoiceFromOpportunityView(APIView):
 
         if not primary_contact:
             return Response(
-                {"error": True, "message": "Opportunity must have at least one contact to create an invoice"},
+                {
+                    "error": True,
+                    "message": "Opportunity must have at least one contact to create an invoice",
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
         with transaction.atomic():
             # Generate invoice number
-            last_invoice = Invoice.objects.filter(org=org).order_by("-created_at").first()
+            last_invoice = (
+                Invoice.objects.filter(org=org).order_by("-created_at").first()
+            )
             if last_invoice and last_invoice.invoice_number:
                 try:
                     last_num = int(last_invoice.invoice_number.replace("INV-", ""))
                     new_number = f"INV-{last_num + 1:06d}"
                 except ValueError:
-                    new_number = f"INV-{Invoice.objects.filter(org=org).count() + 1:06d}"
+                    new_number = (
+                        f"INV-{Invoice.objects.filter(org=org).count() + 1:06d}"
+                    )
             else:
                 new_number = "INV-000001"
 

backend/invoices/migrations/0001_initial.py

@@ -8,7 +8,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [
@@ -238,9 +237,7 @@ class Migration(migrations.Migration):
                 ),
                 (
                     "phone",
-                    models.CharField(
-                        blank=True, max_length=20, null=True
-                    ),
+                    models.CharField(blank=True, max_length=20, null=True),
                 ),
                 (
                     "amount_due",
@@ -630,9 +627,7 @@ class Migration(migrations.Migration):
                 ),
                 (
                     "phone",
-                    models.CharField(
-                        blank=True, max_length=20, null=True
-                    ),
+                    models.CharField(blank=True, max_length=20, null=True),
                 ),
                 (
                     "amount_due",

backend/invoices/migrations/0002_remove_phonenumberfield.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("invoices", "0001_initial"),
     ]

backend/invoices/migrations/0003_add_currency_fields.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("invoices", "0002_remove_phonenumberfield"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),

backend/invoices/migrations/0005_add_billing_period_po_number_and_lineitem_name.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("invoices", "0004_estimate_estimatelineitem_invoicetemplate_payment_and_more"),
     ]

backend/invoices/migrations/0006_remove_legacy_invoice_fields.py

@@ -4,7 +4,6 @@ from django.db import migrations
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("invoices", "0005_add_billing_period_po_number_and_lineitem_name"),
     ]

backend/invoices/migrations/0007_add_cancelled_at_field.py

@@ -4,15 +4,16 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
-        ('invoices', '0006_remove_legacy_invoice_fields'),
+        ("invoices", "0006_remove_legacy_invoice_fields"),
     ]
 
     operations = [
         migrations.AddField(
-            model_name='invoice',
-            name='cancelled_at',
-            field=models.DateTimeField(blank=True, null=True, verbose_name='Cancelled At'),
+            model_name="invoice",
+            name="cancelled_at",
+            field=models.DateTimeField(
+                blank=True, null=True, verbose_name="Cancelled At"
+            ),
         ),
     ]

backend/invoices/models.py

@@ -144,9 +144,7 @@ class Product(BaseModel):
     name = models.CharField(_("Product Name"), max_length=255)
     description = models.TextField(_("Description"), blank=True, null=True)
     sku = models.CharField(_("SKU"), max_length=100, blank=True, null=True)
-    price = models.DecimalField(
-        _("Price"), max_digits=12, decimal_places=2, default=0
-    )
+    price = models.DecimalField(_("Price"), max_digits=12, decimal_places=2, default=0)
     currency = models.CharField(
         _("Currency"), max_length=3, choices=CURRENCY_CODES, blank=True, null=True
     )
@@ -340,9 +338,7 @@ class Invoice(AssignableMixin, BaseModel):
     billing_period = models.CharField(
         _("Billing Period"), max_length=100, blank=True, null=True
     )
-    po_number = models.CharField(
-        _("PO Number"), max_length=100, blank=True, null=True
-    )
+    po_number = models.CharField(_("PO Number"), max_length=100, blank=True, null=True)
 
     # Assignment
     assigned_to = models.ManyToManyField(Profile, related_name="invoice_assigned_to")
@@ -409,8 +405,7 @@ class Invoice(AssignableMixin, BaseModel):
                 .select_for_update()
                 .annotate(
                     seq_num=Cast(
-                        Substr("invoice_number", prefix_len + 1),
-                        IntegerField()
+                        Substr("invoice_number", prefix_len + 1), IntegerField()
                     )
                 )
                 .aggregate(max_seq=Max("seq_num"))
@@ -447,7 +442,9 @@ class Invoice(AssignableMixin, BaseModel):
 
         # Calculate discount
         if self.discount_type == "PERCENTAGE":
-            self.discount_amount = self.subtotal * (self.discount_value / Decimal("100"))
+            self.discount_amount = self.subtotal * (
+                self.discount_value / Decimal("100")
+            )
         else:
             self.discount_amount = self.discount_value
 
@@ -564,7 +561,9 @@ class InvoiceLineItem(BaseModel):
 
         # Calculate discount
         if self.discount_type == "PERCENTAGE":
-            self.discount_amount = self.subtotal * (self.discount_value / Decimal("100"))
+            self.discount_amount = self.subtotal * (
+                self.discount_value / Decimal("100")
+            )
         else:
             self.discount_amount = self.discount_value
 
@@ -648,7 +647,9 @@ class Payment(BaseModel):
     def update_invoice_payment(self, invoice=None):
         """Update the invoice's amount_paid and status"""
         invoice = invoice or self.invoice
-        total_paid = invoice.payments.aggregate(total=models.Sum("amount"))["total"] or 0
+        total_paid = (
+            invoice.payments.aggregate(total=models.Sum("amount"))["total"] or 0
+        )
         invoice.amount_paid = total_paid
         invoice.amount_due = invoice.total_amount - total_paid
 
@@ -674,9 +675,7 @@ class Estimate(AssignableMixin, BaseModel):
     """Estimates/Quotes - can be converted to Invoice"""
 
     # Core Info
-    estimate_number = models.CharField(
-        _("Estimate Number"), max_length=50, unique=True
-    )
+    estimate_number = models.CharField(_("Estimate Number"), max_length=50, unique=True)
     title = models.CharField(_("Title"), max_length=100)
     status = models.CharField(
         _("Status"), max_length=20, choices=ESTIMATE_STATUS, default="Draft"
@@ -836,8 +835,7 @@ class Estimate(AssignableMixin, BaseModel):
                 .select_for_update()
                 .annotate(
                     seq_num=Cast(
-                        Substr("estimate_number", prefix_len + 1),
-                        IntegerField()
+                        Substr("estimate_number", prefix_len + 1), IntegerField()
                     )
                 )
                 .aggregate(max_seq=Max("seq_num"))
@@ -854,7 +852,9 @@ class Estimate(AssignableMixin, BaseModel):
         self.subtotal = sum(item.subtotal for item in line_items)
 
         if self.discount_type == "PERCENTAGE":
-            self.discount_amount = self.subtotal * (self.discount_value / Decimal("100"))
+            self.discount_amount = self.subtotal * (
+                self.discount_value / Decimal("100")
+            )
         else:
             self.discount_amount = self.discount_value
 
@@ -939,7 +939,9 @@ class EstimateLineItem(BaseModel):
         self.subtotal = self.quantity * self.unit_price
 
         if self.discount_type == "PERCENTAGE":
-            self.discount_amount = self.subtotal * (self.discount_value / Decimal("100"))
+            self.discount_amount = self.subtotal * (
+                self.discount_value / Decimal("100")
+            )
         else:
             self.discount_amount = self.discount_value
 
@@ -1001,7 +1003,9 @@ class RecurringInvoice(AssignableMixin, BaseModel):
     )
     start_date = models.DateField(_("Start Date"), default=datetime.date.today)
     end_date = models.DateField(_("End Date"), null=True, blank=True)
-    next_generation_date = models.DateField(_("Next Generation Date"), default=datetime.date.today)
+    next_generation_date = models.DateField(
+        _("Next Generation Date"), default=datetime.date.today
+    )
 
     # Settings
     payment_terms = models.CharField(
@@ -1034,9 +1038,7 @@ class RecurringInvoice(AssignableMixin, BaseModel):
     terms = models.TextField(_("Terms & Conditions"), blank=True)
 
     # Statistics
-    invoices_generated = models.PositiveIntegerField(
-        _("Invoices Generated"), default=0
-    )
+    invoices_generated = models.PositiveIntegerField(_("Invoices Generated"), default=0)
 
     # Assignment
     assigned_to = models.ManyToManyField(

backend/invoices/pdf.py

@@ -349,6 +349,7 @@ def generate_invoice_pdf(invoice, include_payments=True):
     template = invoice.template
     if not template:
         from invoices.models import InvoiceTemplate
+
         template = InvoiceTemplate.objects.filter(
             org=invoice.org, is_default=True
         ).first()
@@ -357,26 +358,32 @@ def generate_invoice_pdf(invoice, include_payments=True):
     line_items = []
     for item in invoice.line_items.all().order_by("order"):
         # Use name field if present, otherwise fall back to description
-        line_items.append({
-            "name": item.name if item.name else item.description,
-            "description": item.description if item.name else "",  # Show description as subtitle if name is set
-            "quantity": item.quantity,
-            "unit_price": format_currency(item.unit_price, invoice.currency),
-            "tax_rate": item.tax_rate,
-            "total": format_currency(item.total, invoice.currency),
-        })
+        line_items.append(
+            {
+                "name": item.name if item.name else item.description,
+                "description": item.description
+                if item.name
+                else "",  # Show description as subtitle if name is set
+                "quantity": item.quantity,
+                "unit_price": format_currency(item.unit_price, invoice.currency),
+                "tax_rate": item.tax_rate,
+                "total": format_currency(item.total, invoice.currency),
+            }
+        )
 
     # Pre-format payments
     payments = []
     if include_payments:
         for payment in invoice.payments.all().order_by("-payment_date"):
-            payments.append({
-                "payment_date": payment.payment_date,
-                "payment_method": payment.payment_method,
-                "get_payment_method_display": payment.get_payment_method_display(),
-                "reference_number": payment.reference_number,
-                "amount": format_currency(payment.amount, invoice.currency),
-            })
+            payments.append(
+                {
+                    "payment_date": payment.payment_date,
+                    "payment_method": payment.payment_method,
+                    "get_payment_method_display": payment.get_payment_method_display(),
+                    "reference_number": payment.reference_number,
+                    "amount": format_currency(payment.amount, invoice.currency),
+                }
+            )
 
     # Prepare context with pre-formatted currency values
     context = {
@@ -442,22 +449,25 @@ def generate_estimate_pdf(estimate):
 
     # Get the org's default template for styling
     from invoices.models import InvoiceTemplate
-    template = InvoiceTemplate.objects.filter(
-        org=estimate.org, is_default=True
-    ).first()
+
+    template = InvoiceTemplate.objects.filter(org=estimate.org, is_default=True).first()
 
     # Pre-format line items with currency
     line_items = []
     for item in estimate.line_items.all().order_by("order"):
         # Use name field if present, otherwise fall back to description
-        line_items.append({
-            "name": item.name if item.name else item.description,
-            "description": item.description if item.name else "",  # Show description as subtitle if name is set
-            "quantity": item.quantity,
-            "unit_price": format_currency(item.unit_price, estimate.currency),
-            "tax_rate": item.tax_rate,
-            "total": format_currency(item.total, estimate.currency),
-        })
+        line_items.append(
+            {
+                "name": item.name if item.name else item.description,
+                "description": item.description
+                if item.name
+                else "",  # Show description as subtitle if name is set
+                "quantity": item.quantity,
+                "unit_price": format_currency(item.unit_price, estimate.currency),
+                "tax_rate": item.tax_rate,
+                "total": format_currency(item.total, estimate.currency),
+            }
+        )
 
     # Prepare context with pre-formatted currency values
     context = {
@@ -516,7 +526,9 @@ def render_invoice_template(template_html, context):
         "{{invoice.issue_date}}": str(invoice.issue_date) if invoice.issue_date else "",
         "{{invoice.due_date}}": str(invoice.due_date) if invoice.due_date else "",
         "{{invoice.subtotal}}": format_currency(invoice.subtotal, currency),
-        "{{invoice.discount_amount}}": format_currency(invoice.discount_amount, currency),
+        "{{invoice.discount_amount}}": format_currency(
+            invoice.discount_amount, currency
+        ),
         "{{invoice.tax_amount}}": format_currency(invoice.tax_amount, currency),
         "{{invoice.total_amount}}": format_currency(invoice.total_amount, currency),
         "{{invoice.amount_paid}}": format_currency(invoice.amount_paid, currency),
@@ -528,10 +540,16 @@ def render_invoice_template(template_html, context):
 
     # Address fields
     address_fields = [
-        "billing_address_line", "billing_city", "billing_state",
-        "billing_postcode", "billing_country",
-        "client_address_line", "client_city", "client_state",
-        "client_postcode", "client_country",
+        "billing_address_line",
+        "billing_city",
+        "billing_state",
+        "billing_postcode",
+        "billing_country",
+        "client_address_line",
+        "client_city",
+        "client_state",
+        "client_postcode",
+        "client_country",
     ]
     for field in address_fields:
         replacements[f"{{{{invoice.{field}}}}}"] = getattr(invoice, field, "") or ""

backend/invoices/public_views.py

@@ -313,7 +313,10 @@ class PublicEstimateAcceptView(APIView):
 
         if estimate.status not in ["Sent", "Viewed"]:
             return Response(
-                {"error": True, "message": "Estimate cannot be accepted in current state"},
+                {
+                    "error": True,
+                    "message": "Estimate cannot be accepted in current state",
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
@@ -321,9 +324,7 @@ class PublicEstimateAcceptView(APIView):
         estimate.accepted_at = timezone.now()
         estimate.save()
 
-        return Response(
-            {"error": False, "message": "Estimate accepted successfully"}
-        )
+        return Response({"error": False, "message": "Estimate accepted successfully"})
 
 
 class PublicEstimateDeclineView(APIView):
@@ -349,7 +350,10 @@ class PublicEstimateDeclineView(APIView):
 
         if estimate.status not in ["Sent", "Viewed"]:
             return Response(
-                {"error": True, "message": "Estimate cannot be declined in current state"},
+                {
+                    "error": True,
+                    "message": "Estimate cannot be declined in current state",
+                },
                 status=status.HTTP_400_BAD_REQUEST,
             )
 
@@ -357,6 +361,4 @@ class PublicEstimateDeclineView(APIView):
         estimate.declined_at = timezone.now()
         estimate.save()
 
-        return Response(
-            {"error": False, "message": "Estimate declined"}
-        )
+        return Response({"error": False, "message": "Estimate declined"})

backend/invoices/seed.py

@@ -82,21 +82,73 @@ class InvoiceSeeder:
 
     # Product templates with realistic pricing
     PRODUCT_TEMPLATES = [
-        {"name": "Consulting - Senior", "category": "Consulting Services", "price_range": (150, 350)},
-        {"name": "Consulting - Standard", "category": "Consulting Services", "price_range": (75, 150)},
-        {"name": "Implementation Services", "category": "Implementation", "price_range": (5000, 25000)},
-        {"name": "Training Session (Full Day)", "category": "Training", "price_range": (1500, 3500)},
-        {"name": "Training Session (Half Day)", "category": "Training", "price_range": (800, 1800)},
-        {"name": "Enterprise License", "category": "Software License", "price_range": (10000, 50000)},
-        {"name": "Professional License", "category": "Software License", "price_range": (1000, 5000)},
-        {"name": "Team License (per seat)", "category": "Software License", "price_range": (50, 200)},
-        {"name": "Annual Support Plan", "category": "Support", "price_range": (2000, 10000)},
-        {"name": "Monthly Subscription", "category": "Subscription", "price_range": (99, 499)},
+        {
+            "name": "Consulting - Senior",
+            "category": "Consulting Services",
+            "price_range": (150, 350),
+        },
+        {
+            "name": "Consulting - Standard",
+            "category": "Consulting Services",
+            "price_range": (75, 150),
+        },
+        {
+            "name": "Implementation Services",
+            "category": "Implementation",
+            "price_range": (5000, 25000),
+        },
+        {
+            "name": "Training Session (Full Day)",
+            "category": "Training",
+            "price_range": (1500, 3500),
+        },
+        {
+            "name": "Training Session (Half Day)",
+            "category": "Training",
+            "price_range": (800, 1800),
+        },
+        {
+            "name": "Enterprise License",
+            "category": "Software License",
+            "price_range": (10000, 50000),
+        },
+        {
+            "name": "Professional License",
+            "category": "Software License",
+            "price_range": (1000, 5000),
+        },
+        {
+            "name": "Team License (per seat)",
+            "category": "Software License",
+            "price_range": (50, 200),
+        },
+        {
+            "name": "Annual Support Plan",
+            "category": "Support",
+            "price_range": (2000, 10000),
+        },
+        {
+            "name": "Monthly Subscription",
+            "category": "Subscription",
+            "price_range": (99, 499),
+        },
         {"name": "Premium Support", "category": "Support", "price_range": (500, 2000)},
-        {"name": "Custom Development (per hour)", "category": "Custom Development", "price_range": (100, 250)},
-        {"name": "API Integration", "category": "Integration", "price_range": (3000, 15000)},
+        {
+            "name": "Custom Development (per hour)",
+            "category": "Custom Development",
+            "price_range": (100, 250),
+        },
+        {
+            "name": "API Integration",
+            "category": "Integration",
+            "price_range": (3000, 15000),
+        },
         {"name": "Hardware Setup", "category": "Hardware", "price_range": (500, 2500)},
-        {"name": "Maintenance (Monthly)", "category": "Maintenance", "price_range": (200, 1000)},
+        {
+            "name": "Maintenance (Monthly)",
+            "category": "Maintenance",
+            "price_range": (200, 1000),
+        },
     ]
 
     # Invoice template configurations
@@ -158,9 +210,9 @@ class InvoiceSeeder:
     def _generate_invoice_date(self):
         """Generate realistic invoice dates weighted toward recent months."""
         days_ago_weights = {
-            (0, 30): 35,    # Last month: 35%
-            (31, 60): 25,   # 1-2 months ago: 25%
-            (61, 90): 20,   # 2-3 months ago: 20%
+            (0, 30): 35,  # Last month: 35%
+            (31, 60): 25,  # 1-2 months ago: 25%
+            (61, 90): 20,  # 2-3 months ago: 20%
             (91, 120): 10,  # 3-4 months ago: 10%
             (121, 150): 6,  # 4-5 months ago: 6%
             (151, 180): 4,  # 5-6 months ago: 4%
@@ -195,8 +247,7 @@ class InvoiceSeeder:
 
         # Use product templates first
         templates_to_use = random.sample(
-            self.PRODUCT_TEMPLATES,
-            min(count, len(self.PRODUCT_TEMPLATES))
+            self.PRODUCT_TEMPLATES, min(count, len(self.PRODUCT_TEMPLATES))
         )
 
         for i, template in enumerate(templates_to_use):
@@ -247,7 +298,7 @@ class InvoiceSeeder:
         from invoices.models import InvoiceTemplate
 
         templates = []
-        configs_to_use = self.TEMPLATE_CONFIGS[:min(count, len(self.TEMPLATE_CONFIGS))]
+        configs_to_use = self.TEMPLATE_CONFIGS[: min(count, len(self.TEMPLATE_CONFIGS))]
 
         for config in configs_to_use:
             template = InvoiceTemplate.objects.create(
@@ -266,7 +317,18 @@ class InvoiceSeeder:
         self.stdout.write(f"  Created {len(templates)} invoice templates")
         return templates
 
-    def create_invoices(self, org, profiles, teams, products, templates, accounts, contacts, opportunities, count):
+    def create_invoices(
+        self,
+        org,
+        profiles,
+        teams,
+        products,
+        templates,
+        accounts,
+        contacts,
+        opportunities,
+        count,
+    ):
         """
         Create invoices with line items.
 
@@ -299,8 +361,14 @@ class InvoiceSeeder:
             # Select account and contact
             account = random.choice(accounts)
             # Prefer contacts linked to this account
-            account_contacts = list(account.contacts.all()) if hasattr(account, 'contacts') else []
-            contact = random.choice(account_contacts) if account_contacts else random.choice(contacts)
+            account_contacts = (
+                list(account.contacts.all()) if hasattr(account, "contacts") else []
+            )
+            contact = (
+                random.choice(account_contacts)
+                if account_contacts
+                else random.choice(contacts)
+            )
 
             # Determine status
             status = self._weighted_choice(self.INVOICE_STATUS_WEIGHTS)
@@ -313,7 +381,11 @@ class InvoiceSeeder:
             if won_opps and random.random() < 0.3:
                 # Try to find an opp for this account
                 account_opps = [o for o in won_opps if o.account_id == account.id]
-                opportunity = random.choice(account_opps) if account_opps else random.choice(won_opps)
+                opportunity = (
+                    random.choice(account_opps)
+                    if account_opps
+                    else random.choice(won_opps)
+                )
 
             payment_terms = self._weighted_choice(self.PAYMENT_TERMS_WEIGHTS)
             tax_rate = Decimal(str(random.choice([0, 7.5, 8.25, 10, 12, 20])))
@@ -335,15 +407,19 @@ class InvoiceSeeder:
                 client_postcode=contact.postcode or "",
                 client_country=contact.country or "",
                 # Billing from org (could be from org company profile)
-                billing_address_line=getattr(org, 'address_line', '') or "",
-                billing_city=getattr(org, 'city', '') or "",
-                billing_state=getattr(org, 'state', '') or "",
-                billing_postcode=getattr(org, 'postcode', '') or "",
-                billing_country=getattr(org, 'billing_country', '') or "",
+                billing_address_line=getattr(org, "address_line", "") or "",
+                billing_city=getattr(org, "city", "") or "",
+                billing_state=getattr(org, "state", "") or "",
+                billing_postcode=getattr(org, "postcode", "") or "",
+                billing_country=getattr(org, "billing_country", "") or "",
                 # Financial
                 currency=org.default_currency,
-                discount_type=random.choice(["PERCENTAGE", "FIXED", ""]) if random.random() > 0.6 else "",
-                discount_value=Decimal(str(random.choice([0, 5, 10, 15]))) if random.random() > 0.6 else Decimal("0"),
+                discount_type=random.choice(["PERCENTAGE", "FIXED", ""])
+                if random.random() > 0.6
+                else "",
+                discount_value=Decimal(str(random.choice([0, 5, 10, 15])))
+                if random.random() > 0.6
+                else Decimal("0"),
                 tax_rate=tax_rate,
                 # Dates
                 issue_date=issue_date,
@@ -361,9 +437,13 @@ class InvoiceSeeder:
                     datetime.datetime.combine(issue_date, datetime.time(10, 0))
                 )
             if status in ["Viewed", "Paid", "Partially_Paid", "Overdue"]:
-                invoice.viewed_at = invoice.sent_at + datetime.timedelta(days=random.randint(1, 5))
+                invoice.viewed_at = invoice.sent_at + datetime.timedelta(
+                    days=random.randint(1, 5)
+                )
             if status == "Paid":
-                invoice.paid_at = invoice.viewed_at + datetime.timedelta(days=random.randint(1, 15))
+                invoice.paid_at = invoice.viewed_at + datetime.timedelta(
+                    days=random.randint(1, 15)
+                )
 
             # Save invoice (this auto-generates public_token and calculates due_date)
             invoice.save()
@@ -371,7 +451,11 @@ class InvoiceSeeder:
             # Create 2-5 line items
             num_items = random.randint(2, 5)
             for order in range(num_items):
-                product = random.choice(products) if products and random.random() > 0.3 else None
+                product = (
+                    random.choice(products)
+                    if products and random.random() > 0.3
+                    else None
+                )
 
                 if product:
                     name = product.name
@@ -389,7 +473,9 @@ class InvoiceSeeder:
                     description=description[:500],
                     quantity=Decimal(str(random.choice([1, 1, 1, 2, 3, 5, 10]))),
                     unit_price=unit_price,
-                    discount_type="" if random.random() > 0.2 else random.choice(["PERCENTAGE", "FIXED"]),
+                    discount_type=""
+                    if random.random() > 0.2
+                    else random.choice(["PERCENTAGE", "FIXED"]),
                     discount_value=Decimal("0"),
                     tax_rate=tax_rate if random.random() > 0.3 else Decimal("0"),
                     order=order,
@@ -427,15 +513,21 @@ class InvoiceSeeder:
 
         # Only create payments for certain invoice statuses
         payable_invoices = [
-            inv for inv in invoices
+            inv
+            for inv in invoices
             if inv.status in ["Paid", "Partially_Paid", "Sent", "Viewed", "Overdue"]
         ]
 
         for invoice in payable_invoices:
             if invoice.status == "Paid":
                 # Full payment
-                payment_date = invoice.paid_at.date() if invoice.paid_at else (
-                    invoice.issue_date + datetime.timedelta(days=random.randint(5, 30))
+                payment_date = (
+                    invoice.paid_at.date()
+                    if invoice.paid_at
+                    else (
+                        invoice.issue_date
+                        + datetime.timedelta(days=random.randint(5, 30))
+                    )
                 )
                 payment = Payment.objects.create(
                     invoice=invoice,
@@ -453,7 +545,9 @@ class InvoiceSeeder:
                 # Partial payment (30-70% of total)
                 partial_percent = random.uniform(0.3, 0.7)
                 payment_amount = invoice.total_amount * Decimal(str(partial_percent))
-                payment_date = invoice.issue_date + datetime.timedelta(days=random.randint(5, 20))
+                payment_date = invoice.issue_date + datetime.timedelta(
+                    days=random.randint(5, 20)
+                )
 
                 payment = Payment.objects.create(
                     invoice=invoice,
@@ -469,8 +563,12 @@ class InvoiceSeeder:
 
             elif random.random() < 0.3:  # 30% chance of payment on other statuses
                 # Some random payments
-                payment_amount = invoice.total_amount * Decimal(str(random.uniform(0.2, 0.5)))
-                payment_date = invoice.issue_date + datetime.timedelta(days=random.randint(10, 45))
+                payment_amount = invoice.total_amount * Decimal(
+                    str(random.uniform(0.2, 0.5))
+                )
+                payment_date = invoice.issue_date + datetime.timedelta(
+                    days=random.randint(10, 45)
+                )
 
                 payment = Payment.objects.create(
                     invoice=invoice,
@@ -487,7 +585,9 @@ class InvoiceSeeder:
         self.stdout.write(f"  Created {len(payments)} payments")
         return payments
 
-    def create_estimates(self, org, profiles, teams, products, accounts, contacts, count):
+    def create_estimates(
+        self, org, profiles, teams, products, accounts, contacts, count
+    ):
         """
         Create estimates with line items.
 
@@ -512,8 +612,14 @@ class InvoiceSeeder:
             date_str = issue_date.strftime("%Y%m%d")
 
             account = random.choice(accounts)
-            account_contacts = list(account.contacts.all()) if hasattr(account, 'contacts') else []
-            contact = random.choice(account_contacts) if account_contacts else random.choice(contacts)
+            account_contacts = (
+                list(account.contacts.all()) if hasattr(account, "contacts") else []
+            )
+            contact = (
+                random.choice(account_contacts)
+                if account_contacts
+                else random.choice(contacts)
+            )
 
             status = self._weighted_choice(self.ESTIMATE_STATUS_WEIGHTS)
 
@@ -537,7 +643,9 @@ class InvoiceSeeder:
                 client_postcode=contact.postcode or "",
                 client_country=contact.country or "",
                 currency=org.default_currency,
-                discount_type=random.choice(["PERCENTAGE", "FIXED", ""]) if random.random() > 0.7 else "",
+                discount_type=random.choice(["PERCENTAGE", "FIXED", ""])
+                if random.random() > 0.7
+                else "",
                 discount_value=Decimal("0"),
                 tax_rate=tax_rate,
                 issue_date=issue_date,
@@ -553,18 +661,28 @@ class InvoiceSeeder:
                     datetime.datetime.combine(issue_date, datetime.time(10, 0))
                 )
             if status in ["Viewed", "Accepted", "Declined"]:
-                estimate.viewed_at = estimate.sent_at + datetime.timedelta(days=random.randint(1, 5))
+                estimate.viewed_at = estimate.sent_at + datetime.timedelta(
+                    days=random.randint(1, 5)
+                )
             if status == "Accepted":
-                estimate.accepted_at = estimate.viewed_at + datetime.timedelta(days=random.randint(1, 10))
+                estimate.accepted_at = estimate.viewed_at + datetime.timedelta(
+                    days=random.randint(1, 10)
+                )
             if status == "Declined":
-                estimate.declined_at = estimate.viewed_at + datetime.timedelta(days=random.randint(1, 10))
+                estimate.declined_at = estimate.viewed_at + datetime.timedelta(
+                    days=random.randint(1, 10)
+                )
 
             estimate.save()
 
             # Create 2-4 line items
             num_items = random.randint(2, 4)
             for order in range(num_items):
-                product = random.choice(products) if products and random.random() > 0.3 else None
+                product = (
+                    random.choice(products)
+                    if products and random.random() > 0.3
+                    else None
+                )
 
                 if product:
                     name = product.name
@@ -599,7 +717,9 @@ class InvoiceSeeder:
         self.stdout.write(f"  Created {len(estimates)} estimates with line items")
         return estimates
 
-    def create_recurring_invoices(self, org, profiles, teams, products, accounts, contacts, count):
+    def create_recurring_invoices(
+        self, org, profiles, teams, products, accounts, contacts, count
+    ):
         """
         Create recurring invoice templates.
 
@@ -621,8 +741,14 @@ class InvoiceSeeder:
 
         for i in range(count):
             account = random.choice(accounts)
-            account_contacts = list(account.contacts.all()) if hasattr(account, 'contacts') else []
-            contact = random.choice(account_contacts) if account_contacts else random.choice(contacts)
+            account_contacts = (
+                list(account.contacts.all()) if hasattr(account, "contacts") else []
+            )
+            contact = (
+                random.choice(account_contacts)
+                if account_contacts
+                else random.choice(contacts)
+            )
 
             frequency = self._weighted_choice(self.RECURRING_FREQUENCY_WEIGHTS)
             start_date = self.fake.date_between(start_date="-60d", end_date="+30d")
@@ -630,7 +756,9 @@ class InvoiceSeeder:
             # Some recurring invoices have end dates
             end_date = None
             if random.random() > 0.6:
-                end_date = start_date + datetime.timedelta(days=random.randint(180, 730))
+                end_date = start_date + datetime.timedelta(
+                    days=random.randint(180, 730)
+                )
 
             tax_rate = Decimal(str(random.choice([0, 8, 10, 12])))
 
@@ -653,7 +781,9 @@ class InvoiceSeeder:
                 discount_value=Decimal("0"),
                 tax_rate=tax_rate,
                 notes="Auto-generated recurring invoice",
-                invoices_generated=random.randint(0, 12) if start_date < timezone.now().date() else 0,
+                invoices_generated=random.randint(0, 12)
+                if start_date < timezone.now().date()
+                else 0,
                 org=org,
             )
             rec.save()

backend/invoices/serializer.py

@@ -2,7 +2,12 @@ from rest_framework import serializers
 
 from accounts.models import Account
 from accounts.serializer import AccountSerializer
-from common.serializer import OrganizationSerializer, ProfileSerializer, TeamsSerializer, UserSerializer
+from common.serializer import (
+    OrganizationSerializer,
+    ProfileSerializer,
+    TeamsSerializer,
+    UserSerializer,
+)
 from contacts.models import Contact
 from contacts.serializer import ContactSerializer
 from invoices.models import (
@@ -389,8 +394,12 @@ class InvoiceCreateSerializer(serializers.ModelSerializer):
     # CRM Integration fields - accept IDs for writing
     account_id = serializers.UUIDField(write_only=True, required=True)
     contact_id = serializers.UUIDField(write_only=True, required=True)
-    opportunity_id = serializers.UUIDField(write_only=True, required=False, allow_null=True)
-    template_id = serializers.UUIDField(write_only=True, required=False, allow_null=True)
+    opportunity_id = serializers.UUIDField(
+        write_only=True, required=False, allow_null=True
+    )
+    template_id = serializers.UUIDField(
+        write_only=True, required=False, allow_null=True
+    )
 
     # Line items for bulk creation
     line_items = InvoiceLineItemCreateSerializer(many=True, required=False)
@@ -498,9 +507,7 @@ class InvoiceCreateSerializer(serializers.ModelSerializer):
             contact = Contact.objects.filter(id=contact_id, org=self.org).first()
             if contact and contact.account_id and contact.account_id != account_id:
                 raise serializers.ValidationError(
-                    {
-                        "contact_id": f"Contact does not belong to the selected account"
-                    }
+                    {"contact_id": f"Contact does not belong to the selected account"}
                 )
         return data
 
@@ -519,7 +526,7 @@ class InvoiceCreateSerializer(serializers.ModelSerializer):
                 invoice=invoice,
                 org=self.org,
                 order=item_data.get("order", idx),
-                **{k: v for k, v in item_data.items() if k != "order"}
+                **{k: v for k, v in item_data.items() if k != "order"},
             )
 
         # Recalculate totals
@@ -544,7 +551,7 @@ class InvoiceCreateSerializer(serializers.ModelSerializer):
                     invoice=instance,
                     org=self.org or instance.org,
                     order=item_data.get("order", idx),
-                    **{k: v for k, v in item_data.items() if k != "order"}
+                    **{k: v for k, v in item_data.items() if k != "order"},
                 )
 
         instance.recalculate_totals()
@@ -671,7 +678,9 @@ class EstimateCreateSerializer(serializers.ModelSerializer):
 
     account_id = serializers.UUIDField(write_only=True, required=True)
     contact_id = serializers.UUIDField(write_only=True, required=True)
-    opportunity_id = serializers.UUIDField(write_only=True, required=False, allow_null=True)
+    opportunity_id = serializers.UUIDField(
+        write_only=True, required=False, allow_null=True
+    )
 
     class Meta:
         model = Estimate
@@ -819,7 +828,9 @@ class RecurringInvoiceCreateSerializer(serializers.ModelSerializer):
 
     account_id = serializers.UUIDField(write_only=True, required=True)
     contact_id = serializers.UUIDField(write_only=True, required=True)
-    opportunity_id = serializers.UUIDField(write_only=True, required=False, allow_null=True)
+    opportunity_id = serializers.UUIDField(
+        write_only=True, required=False, allow_null=True
+    )
 
     class Meta:
         model = RecurringInvoice

backend/invoices/tasks.py

@@ -67,13 +67,17 @@ def send_email(invoice_id, recipients, org_id, domain="localhost", protocol="htt
             msg.content_subtype = "html"
             try:
                 msg.send()
-                logger.info(f"Sent assignment email for invoice {invoice_id} to {profile.user.email}")
+                logger.info(
+                    f"Sent assignment email for invoice {invoice_id} to {profile.user.email}"
+                )
             except Exception as e:
                 logger.error(f"Failed to send email: {e}")
 
 
 @shared_task
-def send_invoice_to_client(invoice_id, org_id, domain="localhost", protocol="http", include_pdf=True):
+def send_invoice_to_client(
+    invoice_id, org_id, domain="localhost", protocol="http", include_pdf=True
+):
     """
     Send invoice to client via email with optional PDF attachment.
 
@@ -109,7 +113,9 @@ def send_invoice_to_client(invoice_id, org_id, domain="localhost", protocol="htt
         "public_url": public_url,
         "org": invoice.org,
     }
-    html_content = render_to_string("invoices/emails/invoice_to_client.html", context=context)
+    html_content = render_to_string(
+        "invoices/emails/invoice_to_client.html", context=context
+    )
 
     msg = EmailMessage(
         subject=subject,
@@ -163,10 +169,15 @@ def create_invoice_history(invoice_id, updated_by_user_id, changed_fields, org_i
 
     # Format changed fields message
     if changed_fields:
-        changed_data = [(" ".join(field.split("_")).title()) for field in changed_fields]
+        changed_data = [
+            (" ".join(field.split("_")).title()) for field in changed_fields
+        ]
         if len(changed_data) > 1:
             changed_data = (
-                ", ".join(changed_data[:-1]) + " and " + changed_data[-1] + " have changed."
+                ", ".join(changed_data[:-1])
+                + " and "
+                + changed_data[-1]
+                + " have changed."
             )
         elif len(changed_data) == 1:
             changed_data = changed_data[0] + " has changed."
@@ -220,7 +231,9 @@ def generate_recurring_invoices():
         if recurring.end_date and recurring.end_date < today:
             recurring.is_active = False
             recurring.save()
-            logger.info(f"Deactivated recurring invoice {recurring.id} - end date reached")
+            logger.info(
+                f"Deactivated recurring invoice {recurring.id} - end date reached"
+            )
             continue
 
         # Set RLS context for this org
@@ -279,11 +292,15 @@ def generate_recurring_invoices():
                     str(invoice.id),
                     str(recurring.org.id),
                     domain=getattr(settings, "DOMAIN_NAME", "localhost"),
-                    protocol="https" if getattr(settings, "USE_HTTPS", False) else "http",
+                    protocol="https"
+                    if getattr(settings, "USE_HTTPS", False)
+                    else "http",
                 )
 
         except Exception as e:
-            logger.error(f"Failed to generate invoice from recurring {recurring.id}: {e}")
+            logger.error(
+                f"Failed to generate invoice from recurring {recurring.id}: {e}"
+            )
 
     logger.info("Finished recurring invoice generation")
 
@@ -354,9 +371,13 @@ def send_payment_reminder(invoice_id, org_id, domain="localhost", protocol="http
         "invoice": invoice,
         "public_url": public_url,
         "org": invoice.org,
-        "days_overdue": (timezone.now().date() - invoice.due_date).days if invoice.due_date else 0,
+        "days_overdue": (timezone.now().date() - invoice.due_date).days
+        if invoice.due_date
+        else 0,
     }
-    html_content = render_to_string("invoices/emails/payment_reminder.html", context=context)
+    html_content = render_to_string(
+        "invoices/emails/payment_reminder.html", context=context
+    )
 
     msg = EmailMessage(
         subject=subject,
@@ -387,10 +408,14 @@ def process_payment_reminders():
     today = timezone.now().date()
 
     # Get invoices with reminders enabled
-    invoices = Invoice.objects.filter(
-        reminder_enabled=True,
-        status__in=["Sent", "Viewed", "Partially_Paid", "Overdue"],
-    ).exclude(client_email__isnull=True).exclude(client_email="")
+    invoices = (
+        Invoice.objects.filter(
+            reminder_enabled=True,
+            status__in=["Sent", "Viewed", "Partially_Paid", "Overdue"],
+        )
+        .exclude(client_email__isnull=True)
+        .exclude(client_email="")
+    )
 
     for invoice in invoices:
         set_rls_context(str(invoice.org.id))
@@ -408,20 +433,28 @@ def process_payment_reminders():
 
         # Before due date reminder
         if days_until_due is not None and days_until_due > 0:
-            if invoice.reminder_days_before and days_until_due <= invoice.reminder_days_before:
+            if (
+                invoice.reminder_days_before
+                and days_until_due <= invoice.reminder_days_before
+            ):
                 # Check if we haven't sent a reminder recently
                 if not invoice.last_reminder_sent or (
-                    (today - invoice.last_reminder_sent.date()).days >= reminder_interval_days
+                    (today - invoice.last_reminder_sent.date()).days
+                    >= reminder_interval_days
                 ):
                     should_send = True
 
         # After due date reminder
         elif days_until_due is not None and days_until_due < 0:
             days_overdue = abs(days_until_due)
-            if invoice.reminder_days_after and days_overdue >= invoice.reminder_days_after:
+            if (
+                invoice.reminder_days_after
+                and days_overdue >= invoice.reminder_days_after
+            ):
                 # Check reminder frequency
                 if not invoice.last_reminder_sent or (
-                    (today - invoice.last_reminder_sent.date()).days >= reminder_interval_days
+                    (today - invoice.last_reminder_sent.date()).days
+                    >= reminder_interval_days
                 ):
                     should_send = True
 
@@ -465,7 +498,9 @@ def check_expired_estimates():
 
 
 @shared_task
-def send_estimate_to_client(estimate_id, org_id, domain="localhost", protocol="http", include_pdf=True):
+def send_estimate_to_client(
+    estimate_id, org_id, domain="localhost", protocol="http", include_pdf=True
+):
     """
     Send estimate to client via email with optional PDF attachment.
 
@@ -500,7 +535,9 @@ def send_estimate_to_client(estimate_id, org_id, domain="localhost", protocol="h
         "public_url": public_url,
         "org": estimate.org,
     }
-    html_content = render_to_string("invoices/emails/estimate_to_client.html", context=context)
+    html_content = render_to_string(
+        "invoices/emails/estimate_to_client.html", context=context
+    )
 
     msg = EmailMessage(
         subject=subject,

backend/invoices/tests.py

@@ -329,7 +329,6 @@ class InvoiceEditTestCase(InvoiceCreateTest, TestCase):
 
 class InvoiceSendMailTestCase(InvoiceCreateTest, TestCase):
     def test_invoices_send_mail(self):
-
         self.client.login(email="joeInvoice@example.com", password="password")
         response = self.client.get(
             reverse("invoices:invoice_send_mail", args=(self.invoice_1.id,))
@@ -345,7 +344,6 @@ class InvoiceSendMailTestCase(InvoiceCreateTest, TestCase):
 
 class InvoiceChangeStatusPaidTestCase(InvoiceCreateTest, TestCase):
     def test_invoices_change_status_to_paid(self):
-
         self.client.login(email="joeInvoice@example.com", password="password")
         response = self.client.get(
             reverse("invoices:invoice_change_status_paid", args=(self.invoice_1.id,))
@@ -361,7 +359,6 @@ class InvoiceChangeStatusPaidTestCase(InvoiceCreateTest, TestCase):
 
 class InvoiceChangeStatusCancelledTestCase(InvoiceCreateTest, TestCase):
     def test_invoices_change_status_to_cancelled(self):
-
         self.client.login(email="joeInvoice@example.com", password="password")
         response = self.client.get(
             reverse(
@@ -381,7 +378,6 @@ class InvoiceChangeStatusCancelledTestCase(InvoiceCreateTest, TestCase):
 
 class InvoiceDownloadTestCase(InvoiceCreateTest, TestCase):
     def test_invoices_download(self):
-
         self.client.login(email="joeInvoice@example.com", password="password")
         response = self.client.get(
             reverse("invoices:invoice_download", args=(self.invoice.id,))
@@ -397,7 +393,6 @@ class InvoiceDownloadTestCase(InvoiceCreateTest, TestCase):
 
 class AddCommentTestCase(InvoiceCreateTest, TestCase):
     def test_invoice_add_comment(self):
-
         self.client.login(email="johnDoeInvoice@example.com", password="password")
         data = {
             "comment": "",
@@ -420,7 +415,6 @@ class AddCommentTestCase(InvoiceCreateTest, TestCase):
 
 class UpdateCommentTestCase(InvoiceCreateTest, TestCase):
     def test_invoice_update_comment(self):
-
         self.client.login(email="johnDoeInvoice@example.com", password="password")
         data = {
             "commentid": self.comment.id,
@@ -445,7 +439,6 @@ class UpdateCommentTestCase(InvoiceCreateTest, TestCase):
 
 class DeleteCommentTestCase(InvoiceCreateTest, TestCase):
     def test_invoice_delete_comment(self):
-
         data = {
             "comment_id": self.comment.id,
         }
@@ -460,7 +453,6 @@ class DeleteCommentTestCase(InvoiceCreateTest, TestCase):
 
 class AddAttachmentTestCase(InvoiceCreateTest, TestCase):
     def test_invoice_add_attachment(self):
-
         data = {
             "attachment": SimpleUploadedFile(
                 "file_name.txt", bytes("file contents.", "utf-8")
@@ -483,7 +475,6 @@ class AddAttachmentTestCase(InvoiceCreateTest, TestCase):
 
 class DeleteAttachmentTestCase(InvoiceCreateTest, TestCase):
     def test_invoice_delete_attachment(self):
-
         data = {
             "attachment_id": self.attachment.id,
         }
@@ -498,7 +489,6 @@ class DeleteAttachmentTestCase(InvoiceCreateTest, TestCase):
 
 class InvoiceDeleteTestCase(InvoiceCreateTest, TestCase):
     def test_invoices_delete(self):
-
         self.client.login(email="joeInvoice@example.com", password="password")
         response = self.client.get(
             reverse("invoices:invoice_delete", args=(self.invoice_1.id,))

backend/invoices/tests_celery_tasks.py

@@ -13,7 +13,9 @@ class TestSendMailOnInvoiceCreationTask(InvoiceCreateTest, TestCase):
     )
     def test_send_mail_on_invoice_creation_task(self):
         org_id = str(self.invoice.org.id)
-        task = send_email.apply((self.invoice.id, [self.user.id, self.user1.id], org_id))
+        task = send_email.apply(
+            (self.invoice.id, [self.user.id, self.user1.id], org_id)
+        )
         self.assertEqual("SUCCESS", task.state)
 
         task = send_invoice_email.apply((self.invoice.id, org_id))

backend/leads/migrations/0001_initial.py

@@ -8,7 +8,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [
@@ -119,9 +118,7 @@ class Migration(migrations.Migration):
                 ("email", models.EmailField(blank=True, max_length=254, null=True)),
                 (
                     "phone",
-                    models.CharField(
-                        blank=True, max_length=50, null=True
-                    ),
+                    models.CharField(blank=True, max_length=50, null=True),
                 ),
                 (
                     "contact_title",

backend/leads/migrations/0002_add_converted_account_fk.py

@@ -5,7 +5,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0002_initial"),
         ("leads", "0001_initial"),

backend/leads/migrations/0003_add_full_conversion_fields.py

@@ -5,7 +5,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("contacts", "0002_change_phone_to_charfield"),
         ("leads", "0002_add_converted_account_fk"),

backend/leads/migrations/0004_remove_company_model.py

@@ -16,7 +16,9 @@ def reverse_migrate_company_name_to_company(apps, schema_editor):
     Lead = apps.get_model("leads", "Lead")
     Company = apps.get_model("leads", "Company")
 
-    for lead in Lead.objects.filter(company_name__isnull=False).exclude(company_name=""):
+    for lead in Lead.objects.filter(company_name__isnull=False).exclude(
+        company_name=""
+    ):
         company, _ = Company.objects.get_or_create(
             name=lead.company_name,
             org=lead.org,
@@ -26,7 +28,6 @@ def reverse_migrate_company_name_to_company(apps, schema_editor):
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("leads", "0003_add_full_conversion_fields"),
     ]

backend/leads/migrations/0005_rename_title_to_salutation.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("leads", "0004_remove_company_model"),
     ]

backend/leads/migrations/0006_add_tags_related_name.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0002_enable_rls"),
         ("leads", "0005_rename_title_to_salutation"),

backend/leads/migrations/0007_add_title_field.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("leads", "0006_add_tags_related_name"),
     ]

backend/leads/migrations/0008_remove_unused_fields.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("leads", "0007_add_title_field"),
     ]

backend/leads/migrations/0009_change_phone_to_charfield.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("leads", "0008_remove_unused_fields"),
     ]

backend/leads/migrations/0010_add_currency_fields.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("leads", "0009_change_phone_to_charfield"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),

backend/leads/migrations/0011_add_enterprise_constraints.py

@@ -13,36 +13,34 @@ def cleanup_duplicate_lead_emails(apps, schema_editor):
     Find duplicate lead emails (case-insensitive) within each org
     and clear email on duplicates (keep oldest).
     """
-    Lead = apps.get_model('leads', 'Lead')
+    Lead = apps.get_model("leads", "Lead")
 
     # Find duplicates: group by lower(email) + org, having count > 1
     duplicates = (
-        Lead.objects
-        .exclude(email__isnull=True)
-        .exclude(email='')
-        .annotate(email_lower=Lower('email'))
-        .values('email_lower', 'org_id')
-        .annotate(count=Count('id'))
+        Lead.objects.exclude(email__isnull=True)
+        .exclude(email="")
+        .annotate(email_lower=Lower("email"))
+        .values("email_lower", "org_id")
+        .annotate(count=Count("id"))
         .filter(count__gt=1)
     )
 
     for dup in duplicates:
         # Get all leads with this email in this org, ordered by created_at
         leads = list(
-            Lead.objects
-            .filter(org_id=dup['org_id'])
+            Lead.objects.filter(org_id=dup["org_id"])
             .exclude(email__isnull=True)
-            .exclude(email='')
-            .annotate(email_lower=Lower('email'))
-            .filter(email_lower=dup['email_lower'])
-            .order_by('created_at')
+            .exclude(email="")
+            .annotate(email_lower=Lower("email"))
+            .filter(email_lower=dup["email_lower"])
+            .order_by("created_at")
         )
 
         # Keep the first one (oldest), clear email on the rest
         for lead in leads[1:]:
             old_email = lead.email
             lead.email = None
-            lead.save(update_fields=['email'])
+            lead.save(update_fields=["email"])
             print(f"  Cleared duplicate email on lead {lead.id}: '{old_email}'")
 
 
@@ -51,22 +49,24 @@ def cleanup_long_phone_numbers(apps, schema_editor):
     Truncate phone numbers longer than 25 characters.
     Phone field max_length is being reduced from 50 to 25.
     """
-    Lead = apps.get_model('leads', 'Lead')
+    Lead = apps.get_model("leads", "Lead")
 
-    long_phones = Lead.objects.annotate(
-        phone_len=Length('phone')
-    ).filter(phone_len__gt=25)
+    long_phones = Lead.objects.annotate(phone_len=Length("phone")).filter(
+        phone_len__gt=25
+    )
 
     for lead in long_phones:
         old_phone = lead.phone
         lead.phone = lead.phone[:25] if lead.phone else None
-        lead.save(update_fields=['phone'])
-        print(f"  Truncated long phone on lead {lead.id}: '{old_phone}' -> '{lead.phone}'")
+        lead.save(update_fields=["phone"])
+        print(
+            f"  Truncated long phone on lead {lead.id}: '{old_phone}' -> '{lead.phone}'"
+        )
 
 
 def cleanup_invalid_probability(apps, schema_editor):
     """Fix probability values outside 0-100 range."""
-    Lead = apps.get_model('leads', 'Lead')
+    Lead = apps.get_model("leads", "Lead")
 
     # Set negative probabilities to 0
     updated = Lead.objects.filter(probability__lt=0).update(probability=0)
@@ -81,8 +81,10 @@ def cleanup_invalid_probability(apps, schema_editor):
 
 def cleanup_negative_amounts(apps, schema_editor):
     """Set negative opportunity_amount values to NULL."""
-    Lead = apps.get_model('leads', 'Lead')
-    updated = Lead.objects.filter(opportunity_amount__lt=0).update(opportunity_amount=None)
+    Lead = apps.get_model("leads", "Lead")
+    updated = Lead.objects.filter(opportunity_amount__lt=0).update(
+        opportunity_amount=None
+    )
     if updated:
         print(f"  Set {updated} negative opportunity_amount values to NULL")
 
@@ -93,7 +95,6 @@ def reverse_noop(apps, schema_editor):
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0008_enable_rls_product_invoice_line_item"),
         ("contacts", "0010_add_enterprise_constraints"),

backend/leads/migrations/0012_lead_kanban_pipeline.py

@@ -7,97 +7,270 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
-        ('common', '0012_add_tag_color_description_isactive'),
-        ('contacts', '0010_add_enterprise_constraints'),
-        ('leads', '0011_add_enterprise_constraints'),
+        ("common", "0012_add_tag_color_description_isactive"),
+        ("contacts", "0010_add_enterprise_constraints"),
+        ("leads", "0011_add_enterprise_constraints"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),
     ]
 
     operations = [
         migrations.AddField(
-            model_name='lead',
-            name='kanban_order',
-            field=models.DecimalField(decimal_places=6, default=0, help_text='Order within the kanban column for drag-drop', max_digits=15, verbose_name='Kanban Order'),
+            model_name="lead",
+            name="kanban_order",
+            field=models.DecimalField(
+                decimal_places=6,
+                default=0,
+                help_text="Order within the kanban column for drag-drop",
+                max_digits=15,
+                verbose_name="Kanban Order",
+            ),
         ),
         migrations.CreateModel(
-            name='LeadPipeline',
+            name="LeadPipeline",
             fields=[
-                ('created_at', models.DateTimeField(auto_now_add=True, verbose_name='Created At')),
-                ('updated_at', models.DateTimeField(auto_now=True, verbose_name='Last Modified At')),
-                ('id', models.UUIDField(db_index=True, default=uuid.uuid4, editable=False, primary_key=True, serialize=False, unique=True)),
-                ('name', models.CharField(max_length=255, verbose_name='Pipeline Name')),
-                ('description', models.TextField(blank=True, null=True, verbose_name='Description')),
-                ('is_default', models.BooleanField(default=False, help_text='If true, new leads without explicit pipeline go here')),
-                ('is_active', models.BooleanField(default=True)),
-                ('created_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_created_by', to=settings.AUTH_USER_MODEL, verbose_name='Created By')),
-                ('org', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='lead_pipelines', to='common.org')),
-                ('updated_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_updated_by', to=settings.AUTH_USER_MODEL, verbose_name='Last Modified By')),
+                (
+                    "created_at",
+                    models.DateTimeField(auto_now_add=True, verbose_name="Created At"),
+                ),
+                (
+                    "updated_at",
+                    models.DateTimeField(
+                        auto_now=True, verbose_name="Last Modified At"
+                    ),
+                ),
+                (
+                    "id",
+                    models.UUIDField(
+                        db_index=True,
+                        default=uuid.uuid4,
+                        editable=False,
+                        primary_key=True,
+                        serialize=False,
+                        unique=True,
+                    ),
+                ),
+                (
+                    "name",
+                    models.CharField(max_length=255, verbose_name="Pipeline Name"),
+                ),
+                (
+                    "description",
+                    models.TextField(blank=True, null=True, verbose_name="Description"),
+                ),
+                (
+                    "is_default",
+                    models.BooleanField(
+                        default=False,
+                        help_text="If true, new leads without explicit pipeline go here",
+                    ),
+                ),
+                ("is_active", models.BooleanField(default=True)),
+                (
+                    "created_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_created_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Created By",
+                    ),
+                ),
+                (
+                    "org",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="lead_pipelines",
+                        to="common.org",
+                    ),
+                ),
+                (
+                    "updated_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_updated_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Last Modified By",
+                    ),
+                ),
             ],
             options={
-                'verbose_name': 'Lead Pipeline',
-                'verbose_name_plural': 'Lead Pipelines',
-                'db_table': 'lead_pipeline',
-                'ordering': ('-is_default', 'name'),
+                "verbose_name": "Lead Pipeline",
+                "verbose_name_plural": "Lead Pipelines",
+                "db_table": "lead_pipeline",
+                "ordering": ("-is_default", "name"),
             },
         ),
         migrations.CreateModel(
-            name='LeadStage',
+            name="LeadStage",
             fields=[
-                ('created_at', models.DateTimeField(auto_now_add=True, verbose_name='Created At')),
-                ('updated_at', models.DateTimeField(auto_now=True, verbose_name='Last Modified At')),
-                ('id', models.UUIDField(db_index=True, default=uuid.uuid4, editable=False, primary_key=True, serialize=False, unique=True)),
-                ('name', models.CharField(max_length=100, verbose_name='Stage Name')),
-                ('order', models.PositiveIntegerField(default=0)),
-                ('color', models.CharField(default='#6B7280', max_length=7)),
-                ('stage_type', models.CharField(choices=[('open', 'Open'), ('won', 'Won'), ('lost', 'Lost')], default='open', max_length=10)),
-                ('maps_to_status', models.CharField(blank=True, choices=[('assigned', 'Assigned'), ('in process', 'In Process'), ('converted', 'Converted'), ('recycled', 'Recycled'), ('closed', 'Closed')], help_text='When lead enters this stage, also update Lead.status', max_length=255, null=True, verbose_name='Maps to Status')),
-                ('win_probability', models.IntegerField(default=0, help_text='Default probability when lead enters this stage', verbose_name='Default Win Probability %')),
-                ('wip_limit', models.PositiveIntegerField(blank=True, help_text='Maximum leads allowed in this stage (null = unlimited)', null=True, verbose_name='WIP Limit')),
-                ('created_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_created_by', to=settings.AUTH_USER_MODEL, verbose_name='Created By')),
-                ('org', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='lead_stages', to='common.org')),
-                ('pipeline', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='stages', to='leads.leadpipeline')),
-                ('updated_by', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='%(class)s_updated_by', to=settings.AUTH_USER_MODEL, verbose_name='Last Modified By')),
+                (
+                    "created_at",
+                    models.DateTimeField(auto_now_add=True, verbose_name="Created At"),
+                ),
+                (
+                    "updated_at",
+                    models.DateTimeField(
+                        auto_now=True, verbose_name="Last Modified At"
+                    ),
+                ),
+                (
+                    "id",
+                    models.UUIDField(
+                        db_index=True,
+                        default=uuid.uuid4,
+                        editable=False,
+                        primary_key=True,
+                        serialize=False,
+                        unique=True,
+                    ),
+                ),
+                ("name", models.CharField(max_length=100, verbose_name="Stage Name")),
+                ("order", models.PositiveIntegerField(default=0)),
+                ("color", models.CharField(default="#6B7280", max_length=7)),
+                (
+                    "stage_type",
+                    models.CharField(
+                        choices=[("open", "Open"), ("won", "Won"), ("lost", "Lost")],
+                        default="open",
+                        max_length=10,
+                    ),
+                ),
+                (
+                    "maps_to_status",
+                    models.CharField(
+                        blank=True,
+                        choices=[
+                            ("assigned", "Assigned"),
+                            ("in process", "In Process"),
+                            ("converted", "Converted"),
+                            ("recycled", "Recycled"),
+                            ("closed", "Closed"),
+                        ],
+                        help_text="When lead enters this stage, also update Lead.status",
+                        max_length=255,
+                        null=True,
+                        verbose_name="Maps to Status",
+                    ),
+                ),
+                (
+                    "win_probability",
+                    models.IntegerField(
+                        default=0,
+                        help_text="Default probability when lead enters this stage",
+                        verbose_name="Default Win Probability %",
+                    ),
+                ),
+                (
+                    "wip_limit",
+                    models.PositiveIntegerField(
+                        blank=True,
+                        help_text="Maximum leads allowed in this stage (null = unlimited)",
+                        null=True,
+                        verbose_name="WIP Limit",
+                    ),
+                ),
+                (
+                    "created_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_created_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Created By",
+                    ),
+                ),
+                (
+                    "org",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="lead_stages",
+                        to="common.org",
+                    ),
+                ),
+                (
+                    "pipeline",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="stages",
+                        to="leads.leadpipeline",
+                    ),
+                ),
+                (
+                    "updated_by",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.SET_NULL,
+                        related_name="%(class)s_updated_by",
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Last Modified By",
+                    ),
+                ),
             ],
             options={
-                'verbose_name': 'Lead Stage',
-                'verbose_name_plural': 'Lead Stages',
-                'db_table': 'lead_stage',
-                'ordering': ('order',),
+                "verbose_name": "Lead Stage",
+                "verbose_name_plural": "Lead Stages",
+                "db_table": "lead_stage",
+                "ordering": ("order",),
             },
         ),
         migrations.AddField(
-            model_name='lead',
-            name='stage',
-            field=models.ForeignKey(blank=True, help_text='Current pipeline stage (null = use status-based kanban)', null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='leads', to='leads.leadstage'),
+            model_name="lead",
+            name="stage",
+            field=models.ForeignKey(
+                blank=True,
+                help_text="Current pipeline stage (null = use status-based kanban)",
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                related_name="leads",
+                to="leads.leadstage",
+            ),
         ),
         migrations.AddIndex(
-            model_name='lead',
-            index=models.Index(fields=['stage', 'kanban_order'], name='lead_stage_i_66ca36_idx'),
+            model_name="lead",
+            index=models.Index(
+                fields=["stage", "kanban_order"], name="lead_stage_i_66ca36_idx"
+            ),
         ),
         migrations.AddIndex(
-            model_name='lead',
-            index=models.Index(fields=['status', 'kanban_order'], name='lead_status_5aa7c0_idx'),
+            model_name="lead",
+            index=models.Index(
+                fields=["status", "kanban_order"], name="lead_status_5aa7c0_idx"
+            ),
         ),
         migrations.AddIndex(
-            model_name='leadpipeline',
-            index=models.Index(fields=['org', '-created_at'], name='lead_pipeli_org_id_23ba65_idx'),
+            model_name="leadpipeline",
+            index=models.Index(
+                fields=["org", "-created_at"], name="lead_pipeli_org_id_23ba65_idx"
+            ),
         ),
         migrations.AddConstraint(
-            model_name='leadpipeline',
-            constraint=models.UniqueConstraint(condition=models.Q(('is_default', True)), fields=('org',), name='unique_default_pipeline_per_org'),
+            model_name="leadpipeline",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("is_default", True)),
+                fields=("org",),
+                name="unique_default_pipeline_per_org",
+            ),
         ),
         migrations.AddIndex(
-            model_name='leadstage',
-            index=models.Index(fields=['org', 'order'], name='lead_stage_org_id_c0f691_idx'),
+            model_name="leadstage",
+            index=models.Index(
+                fields=["org", "order"], name="lead_stage_org_id_c0f691_idx"
+            ),
         ),
         migrations.AddIndex(
-            model_name='leadstage',
-            index=models.Index(fields=['pipeline', 'order'], name='lead_stage_pipelin_63b7e0_idx'),
+            model_name="leadstage",
+            index=models.Index(
+                fields=["pipeline", "order"], name="lead_stage_pipelin_63b7e0_idx"
+            ),
         ),
         migrations.AlterUniqueTogether(
-            name='leadstage',
-            unique_together={('pipeline', 'name')},
+            name="leadstage",
+            unique_together={("pipeline", "name")},
         ),
     ]

backend/leads/models.py

@@ -33,12 +33,18 @@ class Lead(AssignableMixin, BaseModel):
 
     # Core Lead Information
     title = models.CharField(
-        _("Title"), max_length=255, blank=True, null=True,
-        help_text="Lead name/subject (e.g., 'Enterprise Deal', 'Website Inquiry')"
+        _("Title"),
+        max_length=255,
+        blank=True,
+        null=True,
+        help_text="Lead name/subject (e.g., 'Enterprise Deal', 'Website Inquiry')",
     )
     salutation = models.CharField(
-        _("Salutation"), max_length=64, blank=True, null=True,
-        help_text="e.g., Mr, Mrs, Ms, Dr"
+        _("Salutation"),
+        max_length=64,
+        blank=True,
+        null=True,
+        help_text="e.g., Mr, Mrs, Ms, Dr",
     )
     first_name = models.CharField(_("First name"), null=True, max_length=255)
     last_name = models.CharField(_("Last name"), null=True, max_length=255)
@@ -51,8 +57,11 @@ class Lead(AssignableMixin, BaseModel):
         validators=[flexible_phone_validator],
     )
     job_title = models.CharField(
-        _("Job Title"), max_length=255, blank=True, null=True,
-        help_text="Person's job title (e.g., 'VP of Sales', 'CTO')"
+        _("Job Title"),
+        max_length=255,
+        blank=True,
+        null=True,
+        help_text="Person's job title (e.g., 'VP of Sales', 'CTO')",
     )
     website = models.CharField(_("Website"), max_length=255, blank=True, null=True)
     linkedin_url = models.URLField(
@@ -292,9 +301,7 @@ class LeadStage(BaseModel):
         help_text="Maximum leads allowed in this stage (null = unlimited)",
     )
 
-    org = models.ForeignKey(
-        Org, on_delete=models.CASCADE, related_name="lead_stages"
-    )
+    org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="lead_stages")
 
     class Meta:
         verbose_name = "Lead Stage"
@@ -314,4 +321,3 @@ class LeadStage(BaseModel):
         if not self.org_id and self.pipeline_id:
             self.org_id = self.pipeline.org_id
         super().save(*args, **kwargs)
-

backend/leads/serializer.py

@@ -134,7 +134,9 @@ class LeadCreateSerializer(serializers.ModelSerializer):
 
     def create(self, validated_data):
         # Default currency from org if not provided and has opportunity_amount
-        if not validated_data.get("currency") and validated_data.get("opportunity_amount"):
+        if not validated_data.get("currency") and validated_data.get(
+            "opportunity_amount"
+        ):
             request = self.context.get("request")
             if request and hasattr(request, "profile") and request.profile.org:
                 validated_data["currency"] = request.profile.org.default_currency

backend/leads/services.py

@@ -112,7 +112,9 @@ def convert_lead_to_account(lead_obj, request, create_opportunity=True):
 
     # Create Opportunity if requested and lead has opportunity data
     opportunity = None
-    if create_opportunity and (lead_obj.opportunity_amount or lead_obj.first_name or lead_obj.company_name):
+    if create_opportunity and (
+        lead_obj.opportunity_amount or lead_obj.first_name or lead_obj.company_name
+    ):
         # Construct opportunity name from available lead data
         opp_name_parts = []
         if lead_obj.company_name:
@@ -120,7 +122,11 @@ def convert_lead_to_account(lead_obj, request, create_opportunity=True):
         if lead_obj.first_name or lead_obj.last_name:
             name = " ".join(filter(None, [lead_obj.first_name, lead_obj.last_name]))
             opp_name_parts.append(name)
-        opp_name = " - ".join(opp_name_parts) if opp_name_parts else f"Opportunity {lead_obj.id}"
+        opp_name = (
+            " - ".join(opp_name_parts)
+            if opp_name_parts
+            else f"Opportunity {lead_obj.id}"
+        )
 
         opportunity = Opportunity.objects.create(
             name=opp_name,

backend/leads/urls.py

@@ -32,8 +32,12 @@ urlpatterns = [
     # Kanban endpoints
     path("kanban/", LeadKanbanView.as_view(), name="lead_kanban"),
     # Pipeline management
-    path("pipelines/", LeadPipelineListCreateView.as_view(), name="pipeline_list_create"),
-    path("pipelines/<str:pk>/", LeadPipelineDetailView.as_view(), name="pipeline_detail"),
+    path(
+        "pipelines/", LeadPipelineListCreateView.as_view(), name="pipeline_list_create"
+    ),
+    path(
+        "pipelines/<str:pk>/", LeadPipelineDetailView.as_view(), name="pipeline_detail"
+    ),
     path(
         "pipelines/<str:pipeline_pk>/stages/",
         LeadStageCreateView.as_view(),

backend/leads/views/kanban_views.py

@@ -178,9 +178,7 @@ class LeadKanbanView(APIView):
 
         columns = []
         for stage in pipeline.stages.all().order_by("order"):
-            leads = queryset.filter(stage=stage).order_by(
-                "kanban_order", "-created_at"
-            )
+            leads = queryset.filter(stage=stage).order_by("kanban_order", "-created_at")
 
             columns.append(
                 {

backend/leads/views/lead_interactions.py

@@ -255,7 +255,9 @@ class CreateLeadFromSite(APIView):
             # user = User.objects.filter(is_admin=True, is_active=True).first()
             user = api_setting.created_by
             lead = Lead.objects.create(
-                salutation=params.get("title"),  # 'title' param maps to salutation for backwards compatibility
+                salutation=params.get(
+                    "title"
+                ),  # 'title' param maps to salutation for backwards compatibility
                 first_name=params.get("first_name"),
                 last_name=params.get("last_name"),
                 status="assigned",
@@ -270,7 +272,9 @@ class CreateLeadFromSite(APIView):
             lead.assigned_to.add(user)
             # Send Email to Assigned Users
             site_address = request.scheme + "://" + request.META["HTTP_HOST"]
-            send_lead_assigned_emails.delay(lead.id, [user.id], site_address, str(api_setting.org.id))
+            send_lead_assigned_emails.delay(
+                lead.id, [user.id], site_address, str(api_setting.org.id)
+            )
             # Create Contact
             try:
                 contact = Contact.objects.create(

backend/leads/views/lead_views.py

@@ -59,7 +59,9 @@ class LeadListView(APIView, LimitOffsetPagination):
                     & Q(last_name__icontains=params.get("name"))
                 )
             if params.get("salutation"):
-                queryset = queryset.filter(salutation__icontains=params.get("salutation"))
+                queryset = queryset.filter(
+                    salutation__icontains=params.get("salutation")
+                )
             if params.get("source"):
                 queryset = queryset.filter(source=params.get("source"))
             if params.getlist("assigned_to"):
@@ -85,13 +87,21 @@ class LeadListView(APIView, LimitOffsetPagination):
                     | Q(email__icontains=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")
+                )
             if params.get("close_date__gte"):
-                queryset = queryset.filter(close_date__gte=params.get("close_date__gte"))
+                queryset = queryset.filter(
+                    close_date__gte=params.get("close_date__gte")
+                )
             if params.get("close_date__lte"):
-                queryset = queryset.filter(close_date__lte=params.get("close_date__lte"))
+                queryset = queryset.filter(
+                    close_date__lte=params.get("close_date__lte")
+                )
         context = {}
         queryset_open = queryset.exclude(status="closed")
         results_leads_open = self.paginate_queryset(
@@ -189,8 +199,12 @@ class LeadListView(APIView, LimitOffsetPagination):
                     "error": serializers.BooleanField(),
                     "message": serializers.CharField(),
                     "account_id": serializers.CharField(required=False),
-                    "contact_id": serializers.CharField(required=False, allow_null=True),
-                    "opportunity_id": serializers.CharField(required=False, allow_null=True),
+                    "contact_id": serializers.CharField(
+                        required=False, allow_null=True
+                    ),
+                    "opportunity_id": serializers.CharField(
+                        required=False, allow_null=True
+                    ),
                 },
             )
         },
@@ -204,7 +218,9 @@ class LeadListView(APIView, LimitOffsetPagination):
             )
             if data.get("tags", None):
                 tags = 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
+                )
                 lead_obj.tags.add(*tag_objs)
 
             if data.get("contacts", None):
@@ -244,7 +260,9 @@ class LeadListView(APIView, LimitOffsetPagination):
             if data.get("status") == "converted":
                 from leads.services import convert_lead_to_account
 
-                account, contact, opportunity = convert_lead_to_account(lead_obj, request)
+                account, contact, opportunity = convert_lead_to_account(
+                    lead_obj, request
+                )
 
                 if data.get("assigned_to", None):
                     assigned_to_list = data.getlist("assigned_to")
@@ -501,8 +519,12 @@ class LeadDetailView(APIView):
                     "error": serializers.BooleanField(),
                     "message": serializers.CharField(),
                     "account_id": serializers.CharField(required=False),
-                    "contact_id": serializers.CharField(required=False, allow_null=True),
-                    "opportunity_id": serializers.CharField(required=False, allow_null=True),
+                    "contact_id": serializers.CharField(
+                        required=False, allow_null=True
+                    ),
+                    "opportunity_id": serializers.CharField(
+                        required=False, allow_null=True
+                    ),
                 },
             )
         },
@@ -531,7 +553,9 @@ class LeadDetailView(APIView):
             lead_obj.tags.clear()
             if params.get("tags"):
                 tags = params.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
+                )
                 lead_obj.tags.add(*tag_objs)
 
             assigned_to_list = list(
@@ -576,7 +600,9 @@ class LeadDetailView(APIView):
             if params.get("status") == "converted":
                 from leads.services import convert_lead_to_account
 
-                account, contact, opportunity = convert_lead_to_account(lead_obj, request)
+                account, contact, opportunity = convert_lead_to_account(
+                    lead_obj, request
+                )
 
                 if params.get("assigned_to"):
                     assigned_to_list = params.get("assigned_to")
@@ -617,8 +643,12 @@ class LeadDetailView(APIView):
                     "error": serializers.BooleanField(),
                     "message": serializers.CharField(),
                     "account_id": serializers.CharField(required=False),
-                    "contact_id": serializers.CharField(required=False, allow_null=True),
-                    "opportunity_id": serializers.CharField(required=False, allow_null=True),
+                    "contact_id": serializers.CharField(
+                        required=False, allow_null=True
+                    ),
+                    "opportunity_id": serializers.CharField(
+                        required=False, allow_null=True
+                    ),
                 },
             )
         },
@@ -654,7 +684,9 @@ class LeadDetailView(APIView):
         if params.get("status") == "converted" or params.get("is_converted"):
             from leads.services import convert_lead_to_account
 
-            account, contact, opportunity = convert_lead_to_account(self.lead_obj, request)
+            account, contact, opportunity = convert_lead_to_account(
+                self.lead_obj, request
+            )
 
             return Response(
                 {
@@ -682,7 +714,9 @@ class LeadDetailView(APIView):
                 lead_obj.tags.clear()
                 tags = params.get("tags")
                 if 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
+                    )
                     lead_obj.tags.add(*tag_objs)
 
             if "contacts" in params:
@@ -698,7 +732,9 @@ class LeadDetailView(APIView):
                 lead_obj.teams.clear()
                 teams_list = params.get("teams")
                 if 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
+                    )
                     lead_obj.teams.add(*teams)
 
             if "assigned_to" in params:

backend/opportunity/migrations/0001_initial.py

@@ -8,7 +8,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     initial = True
 
     dependencies = [

backend/opportunity/migrations/0002_add_tags_related_name.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0002_enable_rls"),
         ("opportunity", "0001_initial"),

backend/opportunity/migrations/0003_alter_opportunity_assigned_to.py

@@ -4,7 +4,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0002_enable_rls"),
         ("opportunity", "0002_add_tags_related_name"),

backend/opportunity/migrations/0004_alter_opportunity_created_by_and_more.py

@@ -6,7 +6,6 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("opportunity", "0003_alter_opportunity_assigned_to"),
         migrations.swappable_dependency(settings.AUTH_USER_MODEL),

backend/opportunity/migrations/0005_add_enterprise_constraints.py

@@ -6,7 +6,7 @@ from django.db import migrations, models
 
 def cleanup_invalid_probability(apps, schema_editor):
     """Fix probability values outside 0-100 range."""
-    Opportunity = apps.get_model('opportunity', 'Opportunity')
+    Opportunity = apps.get_model("opportunity", "Opportunity")
 
     # Set negative probabilities to 0
     updated = Opportunity.objects.filter(probability__lt=0).update(probability=0)
@@ -21,7 +21,7 @@ def cleanup_invalid_probability(apps, schema_editor):
 
 def cleanup_negative_amounts(apps, schema_editor):
     """Set negative amount values to NULL."""
-    Opportunity = apps.get_model('opportunity', 'Opportunity')
+    Opportunity = apps.get_model("opportunity", "Opportunity")
     updated = Opportunity.objects.filter(amount__lt=0).update(amount=None)
     if updated:
         print(f"  Set {updated} negative amount values to NULL")
@@ -33,7 +33,6 @@ def reverse_noop(apps, schema_editor):
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("accounts", "0006_add_enterprise_constraints"),
         ("common", "0008_enable_rls_product_invoice_line_item"),

backend/opportunity/migrations/0006_add_opportunity_line_item.py

@@ -6,7 +6,6 @@ import uuid
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
         ("common", "0001_initial"),
         ("invoices", "0004_estimate_estimatelineitem_invoicetemplate_payment_and_more"),
@@ -19,7 +18,10 @@ class Migration(migrations.Migration):
             model_name="opportunity",
             name="amount_source",
             field=models.CharField(
-                choices=[("MANUAL", "Manual"), ("CALCULATED", "Calculated from Products")],
+                choices=[
+                    ("MANUAL", "Manual"),
+                    ("CALCULATED", "Calculated from Products"),
+                ],
                 default="MANUAL",
                 max_length=20,
                 verbose_name="Amount Source",
@@ -96,7 +98,10 @@ class Migration(migrations.Migration):
                     "discount_type",
                     models.CharField(
                         blank=True,
-                        choices=[("PERCENTAGE", "Percentage (%)"), ("FIXED", "Fixed Amount")],
+                        choices=[
+                            ("PERCENTAGE", "Percentage (%)"),
+                            ("FIXED", "Fixed Amount"),
+                        ],
                         max_length=20,
                         verbose_name="Discount Type",
                     ),

backend/opportunity/migrations/0007_rename_opportunity__opportu_5e4c7e_idx_opportunity_opportu_456e8f_idx_and_more.py

@@ -5,35 +5,41 @@ from django.db import migrations, models
 
 
 class Migration(migrations.Migration):
-
     dependencies = [
-        ('opportunity', '0006_add_opportunity_line_item'),
+        ("opportunity", "0006_add_opportunity_line_item"),
     ]
 
     operations = [
         migrations.RenameIndex(
-            model_name='opportunitylineitem',
-            new_name='opportunity_opportu_456e8f_idx',
-            old_name='opportunity__opportu_5e4c7e_idx',
+            model_name="opportunitylineitem",
+            new_name="opportunity_opportu_456e8f_idx",
+            old_name="opportunity__opportu_5e4c7e_idx",
         ),
         migrations.RenameIndex(
-            model_name='opportunitylineitem',
-            new_name='opportunity_org_id_c76c2c_idx',
-            old_name='opportunity__org_id_a1b2c3_idx',
+            model_name="opportunitylineitem",
+            new_name="opportunity_org_id_c76c2c_idx",
+            old_name="opportunity__org_id_a1b2c3_idx",
         ),
         migrations.AlterField(
-            model_name='opportunitylineitem',
-            name='created_at',
-            field=models.DateTimeField(auto_now_add=True, verbose_name='Created At'),
+            model_name="opportunitylineitem",
+            name="created_at",
+            field=models.DateTimeField(auto_now_add=True, verbose_name="Created At"),
         ),
         migrations.AlterField(
-            model_name='opportunitylineitem',
-            name='id',
-            field=models.UUIDField(db_index=True, default=uuid.uuid4, editable=False, primary_key=True, serialize=False, unique=True),
+            model_name="opportunitylineitem",
+            name="id",
+            field=models.UUIDField(
+                db_index=True,
+                default=uuid.uuid4,
+                editable=False,
+                primary_key=True,
+                serialize=False,
+                unique=True,
+            ),
         ),
         migrations.AlterField(
-            model_name='opportunitylineitem',
-            name='updated_at',
-            field=models.DateTimeField(auto_now=True, verbose_name='Last Modified At'),
+            model_name="opportunitylineitem",
+            name="updated_at",
+            field=models.DateTimeField(auto_now=True, verbose_name="Last Modified At"),
         ),
     ]

backend/opportunity/urls.py

@@ -8,7 +8,10 @@ from opportunity.views.opportunity_interactions import (
     OpportunityAttachmentView,
     OpportunityCommentView,
 )
-from opportunity.views.opportunity_views import OpportunityDetailView, OpportunityListView
+from opportunity.views.opportunity_views import (
+    OpportunityDetailView,
+    OpportunityListView,
+)
 
 app_name = "api_opportunities"