bottleneckcrm/docs/api/cases.md
Ashwin a9e0dd9bc3 feat: enhance customer portal case management and article publishing
- Implemented a new customer portal for users to manage their support requests.
- Added functionality for users to create and view their support cases.
- Updated article publishing logic to clarify the distinction between approval and visibility in the ticket reply panel.
- Enhanced the comment model to include the author's name when comments are made through the customer portal.
- Improved UI/UX for the solutions and cases pages, ensuring better clarity on article status and visibility.
- Updated documentation to reflect changes in the API and customer portal features.
2026-08-15 23:59:44 +05:30

31 KiB

Cases

Routes in backend/cases/urls.py. CRUD and comments/attachments live in backend/cases/views.py; CSV import in backend/cases/import_views.py / backend/cases/services/csv_import.py; approvals in backend/cases/approval_views.py and backend/cases/approvals.py; the knowledge base in backend/cases/solution_views.py. Object-level authorization for the case itself is centralized in backend/cases/access.py; for knowledge-base articles, backend/cases/kb_access.py. See Conventions for pagination, filtering and response-shape rules assumed rather than repeated here, and Errors for the 404-vs-403 principle referenced below.

Cases are also the largest module in this codebase: Kanban pipelines, merge/unmerge, parent/child trees, time tracking, escalation, routing, inbound email and analytics all live under /api/cases/... too. This page covers only the endpoints this documentation task scopes: list, create, detail, comments/attachments, approvals, the knowledge base, and CSV import.

A case's read, write and delete rules differ on purpose

Before anything else: do not collapse a case's access rules into one check. cases/access.py states three explicit, different rules, and its own module docstring explains why, before this module existed the three verbs had drifted into three different answers by accident, and a watcher's ticket showed up in their list but answered 403 when they opened it:

read    admin · creator · assignee · watcher
write   admin · creator · assignee
delete  admin · creator

(cases/access.py:20-22.) This is the same "read wide, write narrow" principle Architecture: Permissions and roles documents in general. That page is the place to read the reasoning; this page just applies it. Every endpoint under Retrieve, update, delete and Comments and attachments calls one of assert_case_read_access/assert_case_write_access/assert_case_delete_access (cases/access.py:90-113), and the admin check itself is the two-spellings-of-admin form: profile.role == "ADMIN" or bool(getattr(profile, "is_admin", False)) (cases/access.py:38-40). That recurs throughout this codebase. The Approvals endpoints are the exception: cases/approval_views.py never imports cases.access at all, and none of its case-touching views call any of the three functions above. See Approvals for exactly what that means in practice.

List cases

GET /api/cases/ (CaseListView.get, cases/views.py:285-287) returns one paginated list, ordered -created_at, -id (:169-174): a comment on the queryset explains the tiebreak exists because -id alone is a random UUID and was, in practice, no ordering at all. Soft-deleted cases (is_active=False) are excluded by default; an org admin can pass ?include_deleted=true to see them (:176-180). Merged duplicates (merged_into set, or status="Duplicate") are excluded by default too; ?show_merged=true includes them (:181-186). A non-admin caller sees only cases where they are creator, assignee, or watcher, the same visible_cases_qs the detail view's read check uses (:190-198), so list and detail agree by construction.

{
  "cases_count": 42,
  "offset": 10,
  "cases": [ { "...": "CaseSerializer" } ],
  "status": [["New", "New"], ["Assigned", "Assigned"], ["Pending", "Pending"], ["Closed", "Closed"], ["Rejected", "Rejected"], ["Duplicate", "Duplicate"]],
  "priority": [["Low", "Low"], ["Normal", "Normal"], ["High", "High"], ["Urgent", "Urgent"]],
  "type_of_case": [["Question", "Question"], ["Incident", "Incident"], ["Problem", "Problem"]],
  "open_count": 12,
  "urgent_count": 2,
  "awaiting_first_reply": 5,
  "accounts_list": [ { "...": "AccountSerializer" } ],
  "contacts_list": [ { "...": "ContactSerializer" } ],
  "users": [{"id": "...", "user__email": "..."}]
}

(cases/views.py:222-263.) open_count, urgent_count and awaiting_first_reply are counted over the whole filtered queryset, not the page. awaiting_first_reply counts open cases (status in New/Assigned/Pending) with no first_response_at yet. It is not the same thing as an SLA breach, which depends on the org's business calendar and is computed per-row rather than in this aggregate. accounts_list/contacts_list feed the create form's pickers, org-wide for an admin, but narrowed to accounts/contacts the caller created or is assigned to for a non-admin, the same split the case queryset itself gets (:187-206); either way they can be heavy, and ?slim=true omits both (:254-256).

Filters read directly from request.query_params (apply_case_list_filters, cases/views.py:85-155, shared with GET /api/cases/watching/): name (contains), status (repeatable. A list applies status__in, a single value applies exact match), priority (exact), account (exact id), case_type (exact), assigned_to (repeatable id list), tags (id list), search (name or description, contains), created_at__gte/created_at__lte (date range), sla_breached=true (a wall-clock approximation of the SLA badge, Postgres-only raw SQL), cf_<key> (custom field equals), and ordering: whitelisted to created_at, -created_at, priority, -priority, id, -id, name, -name (:71-82,150-153); anything else is silently ignored rather than erroring.

Create a case

POST /api/cases/ (CaseListView.post, cases/views.py:306-416) accepts multipart/form-data (for an optional case_attachment file) or JSON, validated by CaseCreateSerializer (cases/serializer.py:139-281; see Fields). On success (200):

{
  "error": false,
  "message": "Case Created Successfully",
  "id": "<uuid>",
  "cases_obj": { "...": "CaseSerializer" }
}

A validation failure returns 400 with {"error": true, "errors": {...}}. Two validators worth knowing:

  • account, if given, must belong to the caller's org: validate_account rejects a cross-tenant id with "No such account." (cases/serializer.py:151-165); the comment on it notes this closes both a cross-tenant write and a cross-tenant read, since the create response nests the account back through CaseSerializer → AccountSerializer.
  • name must be unique per org, case-insensitive (validate_name, :232-244).

contacts, teams, assigned_to and tags are not part of CaseCreateSerializer. The view reads each from the request body after the serializer succeeds, resolved against org=request.profile.org (:332-386). Unlike Leads, which documents a real per-field, per-verb inconsistency in how these four are parsed, cases parses all four identically on every verb: each is json.loads'd when it arrives as a string (which happens whenever the same request also uploads case_attachment as multipart) before the id list is extracted. case_attachment itself is read straight off request.FILES (:388-395): on POST only; see Retrieve, update, delete for why PATCH can't set it at all, and for how writing these four fields (not just parsing them) differs sharply across verbs.

Retrieve, update, delete

GET /api/cases/{id}/ (CaseDetailView.get, cases/views.py:612-731) looks the case up scoped to the caller's org (get_case_or_404, cases/access.py:57-71: a malformed UUID or a case in another org both answer 404, never 500, matching Errors). If the case has been merged into another one, the response is a redirect hint instead of the case itself: {"redirect_to": "<uuid>", "merged_into": "<uuid>", "source_case_id": "<uuid>", "source_case_name": "..."}, unless the caller passes ?show_merged=true (:614-630). This merged-case branch returns before any read-access check runs at all; assert_case_read_access isn't called until :633, several lines after the merged branch's own return at :630, so source_case_name is disclosed to any org member who can supply a valid case id, including one with no read access to the case whatsoever, as long as it happens to be a merged duplicate. On the ordinary, non-merged path, read access genuinely is checked before the rest of the response body is built (assert_case_read_access, :633, the comment on this line notes the previous order built the payload for a case the requester was about to be refused); it's specifically the merged-redirect shortcut that skips the check entirely. The response nests the record under cases_obj, alongside attachments, comments (public only), internal_notes, contacts, solutions, activities (last 20), email_messages (last 50, inbound-email threads), merged_from_cases, custom_field_definitions, status, priority, type_of_case, comment_permission and users_mention (:707-730). comment_permission is computed with the same has_case_write_access the comment-post endpoint enforces (:642), so the button a client shows and the answer the server gives agree by construction, the comment on this line notes that used to not be true (comment_permission was creator-or-admin while the write endpoint below also allowed assignees).

PUT /api/cases/{id}/ (:448-570) and PATCH /api/cases/{id}/ (:823-942) both call assert_case_write_access before touching anything. account cannot be changed by either verb. CaseCreateSerializer.__init__ sets self.fields["account"].read_only = True whenever self.instance is set (cases/serializer.py:146-149) (true for both update calls, never for create), so on PUT/ PATCH an account in the body is silently dropped before validation ever runs; validate_account never executes and no error is returned. PUT is a non-partial serializer instantiation, so it still requires name/status/priority the same as POST does; PATCH passes partial=True (:832), so none of the three are required there. A PATCH may touch just one field.

Closing a case is validated as a transition, not just a target value: CaseCreateSerializer.validate() (cases/serializer.py:167-230) requires closed_on whenever status is being set to "Closed" from anything other than "Closed", and, when an active pre_close ApprovalRule matches the case's priority/case_type/team. Requires an Approval row in state approved for that case and rule before the close is allowed. This exists because Case.clean() states the same two rules (cases/models.py:180-249) but Case.save() (:264-283) never calls full_clean(), so without the serializer-level check a matching rule could be armed and a PATCH {"status": "Closed"} would still return 200 and record zero approvals. Proven live per the comment on validate(). Success on either verb, identical literal string on both (views.py:564,936): {"error": false, "message": "Case Updated Successfully"}.

Three of Case.clean()'s parent-tree guards are dead code through the API, and one field that looks like a partial re-implementation of the model isn't a re-implementation at all. Case.clean() (cases/models.py:180-249) states four rules about parent: a case cannot be its own parent (:222-223); linking cannot create a multi-level cycle, walking the whole parent chain to check (:226-238); the tree is capped at PARENT_MAX_DEPTH = 3 levels (:178,240-243); and a case that is itself status="Duplicate" cannot be given a parent at all (:247-250, the self-side of the merge guard, distinct from parent.status == "Duplicate", checked separately at :245-246). None of the four run through any API write, because Case.save() (:264-283) never calls full_clean(). Of the four, CaseCreateSerializer.validate_parent() (cases/serializer.py:246-263) independently re-implements exactly two: the self-parent check, and refusing a parent whose own status is Duplicate. The cycle walk and the depth limit are simply absent from the API, not partially covered, not approximated, and so is the "a Duplicate case cannot receive a parent" direction. validate_parent() also rejects a cross-org parent, but that check has no model-side counterpart at all: Case.clean() never compares org_id, so this is a serializer-only addition, not a partial port of anything the model already states. Net effect: a same-org, non-self parent assignment that would create a longer cycle (A's parent is B, then B's parent is set to A), exceed three levels, or give a merged case a parent, is accepted by every write endpoint today: reported here, not fixed, per this documentation task's scope.

DELETE /api/cases/{id}/ (:586-593) calls assert_case_delete_access, admin or creator only, no assignee exception (see above).

Comments and attachments

Adding a comment or an attachment is the same POST /api/cases/{id}/ route the detail endpoint uses, just with a body (CaseDetailView.post, cases/views.py:749-806), gated by assert_case_write_access (:755). The same rule comment_permission on GET reports. Send comment (text, and optionally is_internal, a truthy string or boolean) and/or case_attachment (multipart file), either or both. A comment created with is_internal=true is an internal note, not visible to a customer-facing surface; the response splits both back out as comments (public) and internal_notes (:794-805), and both are returned to any caller with read access; is_internal is a display split, not an access-control split on this endpoint.

Editing or deleting an existing comment goes through PUT/PATCH/DELETE /api/cases/comment/{id}/ (CaseCommentView, cases/views.py:945-1078). Restricted to an admin, the is_organization_admin flag (exposed as .is_admin, common/models.py:243-246: org-scoped, not the platform-level superuser flag), or the comment's own author (request.profile == obj.commented_by, e.g. :982). Comment.commented_by is a Profile foreign key (common/models.py:275-277), so this comparison is correct, unlike some created_by comparisons elsewhere in this codebase; see Architecture: Permissions and roles.

object_id, org, content_type, commented_by and commented_by_contact are all read_only_fields on CommentSerializer (common/serializer.py:298-304). Which record a comment hangs off, which org owns it, and who wrote it are the server's to decide, and leaving the first two writable had two consequences that are worth recording because both are now closed:

  • A comment's own author could PATCH object_id and org to repoint their comment at any record in the org by id, including a case the access rules would refuse them, or restamp it into another org. Comment.clean() compares the new org against the new target's org, so a matching cross-org pair passed that check and saved. Only the RLS policy stopped it, and RLS is the safety net rather than the contract.
  • PUT could not edit a comment at all. .put() builds a non-partial serializer, which requires every field that is not read-only, so an ordinary {"comment": "..."} body failed validation on the missing object_id/org and answered 400. Four PUT handlers shared that defect.

A customer's reply written through the customer portal arrives in comments like any other public comment, with two differences: commented_by is null, because a customer has no Profile, and commented_by_contact names them instead. That null is the same signal an inbound email reply carries, and it is what _evaluate_reopen and the first-response SLA stamp both test to tell a customer's message from a colleague's.

DELETE /api/cases/attachment/{id}/ (CaseAttachmentView.delete, cases/views.py:1098-1142) is org-scoped (.filter(pk=pk, org=request.profile.org), :1119-1121) and its ownership check compares request.profile.user_id to self.object.created_by_id, both User ids, correctly typed (:1128-1130). The view's own docstring documents two defects that were live in this exact endpoint before the fix (unscoped lookup; a Profile-to-User comparison that made the endpoint silently admin-only). Both are fixed here today. Whether the equivalent endpoint in another app still has either defect is that app's own question; verify against that app's current source rather than this docstring, which itself goes stale. See Architecture: Permissions and roles for the current, cross-app answer.

Approvals

Two kinds of endpoint: admin-configured rules, and per-case requests/decisions against them (cases/approval_views.py). A rule (ApprovalRule, cases/approvals.py:47-116) matches a case on trigger_event (only "pre_close" exists today), and optionally priority, case_type and team. The most-specific active match wins ties by most recent (find_matching_rule, :119-136).

  • GET /api/cases/approval-rules/ (ApprovalRuleListCreateView.get, approval_views.py:87-103). Any org member; each rule row carries a pending_count computed from the Approval log.
  • POST /api/cases/approval-rules/ (:105-133), admin only. The approver list and match-team are each validated to belong to the caller's org before save (:117-129).
  • GET/PUT/DELETE /api/cases/approval-rules/{id}/ (ApprovalRuleDetailView, :136-194); GET is open to any member; PUT/DELETE are admin only. Deleting a rule with request history soft-disables it (is_active=False) instead of a hard delete (:183-192), since Approval.rule is on_delete=PROTECT.
  • POST /api/cases/{id}/request-approval/ (CaseRequestApprovalView.post, :201-279), no case access check of any kind. The view fetches the case with a bare get_object_or_404(Case, id=pk, org=org) (:209), org-scoped, but nothing from cases.access; approval_views.py doesn't import that module at all. Any org member, including one refused the case itself with a 403 on GET /api/cases/{id}/, can file an approval request against it. The 201 response is ApprovalSerializer(approval).data, whose case_summary (cases/serializer.py:1002-1013) returns the case's name, status, priority and account name. The same read-around CaseSolutionLinkView was fixed for (see Solutions), reintroduced here. Also note: because the lookup is get_object_or_404 rather than the get_case_or_404 helper every other case endpoint on this page uses, a malformed (non-UUID) id here isn't a clean 404; get_object_or_404 only catches Model.DoesNotExist, not the ValidationError/ValueError a bad UUID raises against Case.id, so it reaches the client as an unhandled 500, the exact failure mode get_case_or_404 (cases/access.py:57-71) exists to prevent elsewhere on this page. Beyond existence-and-org-scope, the request is validated against an explicit rule_id (which must actively match the case) or, when omitted, the best find_matching_rule result. A second request against the same case+rule while one is already pending is refused with 409, not a duplicate row (:244-258).
  • GET /api/cases/approvals/ (ApprovalInboxView.get, :282-341), the inbox, also with no case-level access check: the queryset is Approval.objects.filter(org=org) (:296), not filtered through visible_cases_qs or any case-access helper, so a member's mine=false inbox view can include approval rows, and their case_summary, for cases that member has no access to. ?state= filters (default pending; all drops the filter), ?case=<id> scopes to one case, and ?mine=true restricts to rows the caller can currently act on (see below), which deliberately excludes the caller's own requests, "mine to decide" rather than "mine to have filed" (:318-332). Neither gap is fixed here, reported per this documentation task's scope.

Approving and rejecting both enforce that the requester cannot be the approver, with no admin exception. ApprovalApproveView.post (:354-407) and ApprovalRejectView.post (:410-475) both check, in order: the approval is still pending (else 400); the caller is in the rule's approver pool via can_be_acted_on_by (else 403); and, separately, approval.requested_by_id == request.profile.id (else 403, "You cannot approve/reject your own request; another approver must decide it.", :382-390 and :443-451). The comment on both is explicit that this holds even for "an admin who defaults into every rule's pool", being an approver and being the requester are mutually exclusive for a single decision, regardless of role. Approval.can_be_acted_on_by (cases/approvals.py:188-196) itself is: explicitly listed in rule.approvers, or profile.role == rule.approver_role, note this second clause checks only role, not the is_organization_admin flag is_org_admin elsewhere in this codebase also treats as admin, so a profile that is only an admin via that flag is not automatically an approver unless explicitly added to rule.approvers.

ApprovalSerializer.can_act and .is_own_request (cases/serializer.py:1045-1062) mirror the approve endpoint's checks exactly, so a client rendering the inbox from the list response gets the same answer the action endpoints would give. Both need context={"request": request} to resolve; without it they default to False, which the comment on the serializer notes is the safe default rather than a bug.

POST /api/cases/approvals/{id}/cancel/ (ApprovalCancelView.post, :478-518) is a different rule from approve/reject: only the original requester or an admin may cancel (:498-505). There is no "not the requester" restriction here, because cancelling your own request is the ordinary case.

Solutions

The knowledge base (cases/solution_views.py, cases/kb_access.py). Read access is org-wide by design. Every member may read every article, "a knowledge base whose articles are hidden from the agents answering the tickets is not a knowledge base" (cases/kb_access.py module docstring), but write and release are two different, narrower rules:

write     author · admin      title, body, and moving draft ↔ reviewed
release   admin               status → approved, and publish / unpublish
delete    author · admin

release is deliberately narrower than write: the review workflow (draft → reviewed → approved, plus a separate is_published flag) only means something if the person who approves an article is not its own author. assert_solution_release_access takes no article argument at all. Being the author is the one thing that must not grant it (cases/kb_access.py:72-81).

GET /api/cases/solutions/ (SolutionListView.get, cases/solution_views.py:88-142) is the one endpoint in this API that calls DRF's get_paginated_response() and returns its standard count/next/previous/results envelope, Conventions names this exact endpoint as the sole example. It adds one extra top-level key, totals (count/published/draft/reviewed/approved_unpublished), computed over the whole knowledge base rather than the current filter, so the four status cards stay meaningful under a ?status= filter (:122-134). Filters: ?status=, ?is_published= (accepts true/1/yes/on, not just the literal string "true"), ?search= (title or description, contains).

POST /api/cases/solutions/ (:150-167) is open to any member for an ordinary draft, but is gated by assert_solution_release_access the moment the payload would create an already-approved or already-is_published article in one request (_wants_release, :28-46): without this, an author could write and publish an article in a single POST, bypassing the review workflow entirely.

GET/PUT/PATCH/DELETE /api/cases/solutions/{id}/ (SolutionDetailView, :170-237): GET is open to any member; PUT/PATCH require assert_solution_write_access (author or admin) plus, again, assert_solution_release_access if the request would move the article to approved or flip is_published; DELETE requires the same write rule (not a separate, narrower one. Deleting your own draft is ordinary tidying).

POST /api/cases/solutions/{id}/publish/ and POST /api/cases/solutions/{id}/unpublish/ (SolutionPublishView/SolutionUnpublishView, :240-295) both require assert_solution_release_access. Publishing additionally requires status == "approved" (400 otherwise); the comment on the unpublish view is explicit that pulling a bad answer down is the same switch as giving it to customers and therefore gated the same way, even though the urgency argument runs the other direction.

Reading which solutions are linked to a case is not a separate endpoint. The linked set is returned as part of GET /api/cases/{id}/ (solutions key, above). Linking is POST /api/cases/{id}/solutions/ and unlinking is DELETE /api/cases/{id}/solutions/{solution_id}/ (CaseSolutionLinkView, cases/views.py:1145-1208), gated by assert_case_write_access on the case: the comment on .post notes this closes a read-around: before this check, a member refused a case with 403 could still link an article to it and then read the case's name, description, account and contacts back out through that article's own linked_cases. The read side of the same gap is closed in cases/solution_serializers.py's SolutionDetailSerializer.get_linked_cases, which filters the cases it returns through the same visible_cases_qs the case list and detail views use, rather than returning every case the article happens to be linked to.

CSV import

Two endpoints, gated to org admins or members with has_sales_access (_can_import, cases/import_views.py:23-31). Anyone else gets 403.

POST /api/cases/import/preview/ (CaseImportPreviewView, import_views.py:56-88) reads a multipart/form-data upload in a field named file (.csv extension required). The 5 MB cap is checked against upload.size, Django's reported size for the uploaded file, available before .read() is called, not the bytes actually read, and the check is skipped entirely when upload.size is falsy (if upload.size and upload.size > MAX_UPLOAD_BYTES, import_views.py:48-51). It then validates every row without writing anything. Row numbers are 1-based over data rows, not file lines. The header itself is never counted, so the first row of data is "row": 1 (enumerate(data_rows, start=1) over rows[1:], services/csv_import.py:216-217):

{
  "header_error": null,
  "valid": [
    {
      "row": 1, "name": "Cannot log in", "status": "New", "priority": "High",
      "description": "", "case_type": "Incident", "closed_on": null,
      "account_id": "<uuid or null>", "contact_ids": [], "assigned_ids": [],
      "team_ids": [], "tag_names": []
    }
  ],
  "errors": [{"row": 2, "field": "status", "message": "Status must be one of: New, Assigned, Pending, Closed, Rejected, Duplicate"}],
  "summary": {"total": 2, "valid": 1, "invalid": 1}
}

POST /api/cases/import/commit/ (CaseImportCommitView, :91-125) re-validates the same file and writes every valid row inside one transaction, if any row fails validation, nothing is written (services/csv_import.py commit_rows, "Don't write anything if any row failed; users must fix the file first"). On success (200): {"error": false, "created": 12, "ids": ["<uuid>", "..."]}.

Required headers: name, status, priority. Recognized optional headers: description, case_type, account_name, contact_emails, assigned_emails, team_names, tags, closed_on (REQUIRED_HEADERS/OPTIONAL_HEADERS, services/csv_import.py:36-46), an unknown header, or a missing required one, fails the whole file with header_error before any row is checked. contact_emails, assigned_emails and team_names accept ;-separated multiple values per cell and must resolve to an existing contact/active member/team in the caller's org, or the row errors (:396-438). status/priority/case_type are matched case-insensitively against the same choice sets Fields documents for the API proper. A case name must be unique per org, checked against both existing cases and other rows earlier in the same file (:338-355). The file is capped at 5,000 data rows (MAX_ROWS, :49).

Fields

CaseCreateSerializer.Meta.fields (cases/serializer.py:265-281) is what POST /api/cases/, PUT /api/cases/{id}/ and PATCH /api/cases/{id}/ accept. "Required" below means required on POST and on PUT (which is non-partial); PATCH passes partial=True, so nothing is required there: see Retrieve, update, delete.

Field Type Required Notes
name string, max 64 required (POST/PUT) Unique per org, case-insensitive
status one of STATUS_CHOICE required (POST/PUT) New, Assigned, Pending, Closed, Rejected, Duplicate
priority one of PRIORITY_CHOICE required (POST/PUT) Low, Normal, High, Urgent
case_type one of CASE_TYPE optional Question, Incident, Problem
closed_on date required when closing See Retrieve, update, delete; optional otherwise
description text optional
is_active boolean optional Defaults true; soft-delete flag, hidden from GET /api/cases/ by default
account uuid optional on create; write-once Must belong to the caller's org; silently read_only on PUT/PATCH. See Retrieve, update, delete
custom_fields object optional Validated against the org's CustomFieldDefinition rows
parent uuid optional Same-org, non-self, parent not Duplicate; see the dead model-level guards above
is_problem boolean optional Defaults false; marks an ITIL "problem" (umbrella) ticket
org . read-only Server-derived from request.profile.org; listed in Meta.fields but not writable

Not part of the serializer, but accepted in the same request body and resolved by the view (each a list of ids, org-scoped): contacts, teams, assigned_to, tags. Parsing is identical on every verb (see Create a case), but writing is not, and the difference is a real data-loss trap: POST only ever adds. PUT calls .clear() on all four M2Ms unconditionally, before checking whether the request even mentioned them (views.py:485,501,515,531), so a PUT that omits assigned_to from the body unassigns every assignee on the case, not just leaves them unchanged. PATCH clears a given M2M only when its key is present in the body at all (if "assigned_to" in params:, :903, and identically for the other three). Omitting a key on PATCH genuinely leaves it untouched. case_attachment (a multipart file) is accepted on POST and PUT (views.py:388,545) but not on PATCH; CaseDetailView.patch never reads request.FILES at all, so a multipart PATCH carrying case_attachment silently drops the file with no error.

GET /api/cases/{id}/ and GET /api/cases/ additionally return, but never accept as input: id, created_by, created_at, escalation_count, last_escalation_fired_at, the SLA fields (sla_first_response_hours, sla_resolution_hours, first_response_at, resolved_at, sla_paused_at, first_response_sla_deadline, resolution_sla_deadline, is_sla_first_response_breached, is_sla_resolution_breached), parent_summary, child_count, and time_summary (CaseSerializer.Meta.fields, cases/serializer.py:97-136).