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✨(backend) manage reconciliation requests for user accounts
For now, the reconciliation requests are imported through CSV in the Django admin, which sends confirmation email to both addresses. When both are checked, the actual reconciliation is processed, in a threefold process (update document acess, update invitations, update user status.)
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‎CHANGELOG.md‎

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### Added
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- ✨(backend) allow to create a new user in a marketing system
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- ✨(backend) manage reconciliation requests for user accounts #1708
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### Changed
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‎src/backend/core/admin.py‎

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"""Admin classes and registrations for core app."""
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from django.contrib import admin
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from django.contrib import admin, messages
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from django.contrib.auth import admin as auth_admin
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from django.shortcuts import redirect
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from django.utils.translation import gettext_lazy as _
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from treebeard.admin import TreeAdmin
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from . import models
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from core import models
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from core.tasks.user_reconciliation import user_reconciliation_csv_import_job
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class TemplateAccessInline(admin.TabularInline):
@@ -104,6 +106,71 @@ class UserAdmin(auth_admin.UserAdmin):
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search_fields = ("id", "sub", "admin_email", "email", "full_name")
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@admin.register(models.UserReconciliationCsvImport)
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class UserReconciliationCsvImportAdmin(admin.ModelAdmin):
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"""Admin class for UserReconciliationCsvImport model."""
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list_display = ("id", "created_at", "status")
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def save_model(self, request, obj, form, change):
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"""Override save_model to trigger the import task on creation."""
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super().save_model(request, obj, form, change)
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if not change:
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user_reconciliation_csv_import_job.delay(obj.pk)
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messages.success(request, _("Import job created and queued."))
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return redirect("..")
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@admin.action(description=_("Process selected user reconciliations"))
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def process_reconciliation(modeladmin, request, queryset):
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"""
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Admin action to process selected user reconciliations.
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The action will process only entries that are ready and have both emails checked.
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Its action is threefold:
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- Transfer document accesses from inactive to active user, updating roles as needed.
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- Activate the active user and deactivate the inactive user.
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"""
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processable_entries = queryset.filter(
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status="ready", active_email_checked=True, inactive_email_checked=True
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)
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# Prepare the bulk operations
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updated_documentaccess = []
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removed_documentaccess = []
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update_users_active_status = []
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for entry in processable_entries:
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new_updated_documentaccess, new_removed_documentaccess = (
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entry.process_documentaccess_reconciliation()
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)
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updated_documentaccess += new_updated_documentaccess
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removed_documentaccess += new_removed_documentaccess
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entry.active_user.is_active = True
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entry.inactive_user.is_active = False
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update_users_active_status.append(entry.active_user)
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update_users_active_status.append(entry.inactive_user)
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# Actually perform the bulk operations
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models.DocumentAccess.objects.bulk_update(updated_documentaccess, ["user", "role"])
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if removed_documentaccess:
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ids_to_delete = [rd.id for rd in removed_documentaccess]
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models.DocumentAccess.objects.filter(id__in=ids_to_delete).delete()
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models.User.objects.bulk_update(update_users_active_status, ["is_active"])
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@admin.register(models.UserReconciliation)
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class UserReconciliationAdmin(admin.ModelAdmin):
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"""Admin class for UserReconciliation model."""
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list_display = ["id", "created_at", "status"]
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actions = [process_reconciliation]
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@admin.register(models.Template)
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class TemplateAdmin(admin.ModelAdmin):
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"""Template admin interface declaration."""

‎src/backend/core/migrations/0028_userreconciliationcsvimport_userreconciliation.py‎

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# Generated by Django 5.2.9 on 2025-12-15 19:09
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import uuid
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import django.db.models.deletion
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from django.conf import settings
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from django.db import migrations, models
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class Migration(migrations.Migration):
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dependencies = [
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("core", "0027_auto_20251120_0956"),
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]
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operations = [
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migrations.CreateModel(
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name="UserReconciliationCsvImport",
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fields=[
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(
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"id",
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models.UUIDField(
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default=uuid.uuid4,
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editable=False,
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help_text="primary key for the record as UUID",
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primary_key=True,
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serialize=False,
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verbose_name="id",
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),
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),
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(
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"created_at",
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models.DateTimeField(
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auto_now_add=True,
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help_text="date and time at which a record was created",
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verbose_name="created on",
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),
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),
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(
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"updated_at",
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models.DateTimeField(
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auto_now=True,
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help_text="date and time at which a record was last updated",
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verbose_name="updated on",
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),
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),
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("file", models.FileField(upload_to="imports/")),
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(
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"status",
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models.CharField(
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choices=[
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("pending", "Pending"),
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("running", "Running"),
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("done", "Done"),
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("error", "Error"),
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],
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default="pending",
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max_length=20,
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),
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),
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("logs", models.TextField(blank=True)),
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],
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options={
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"verbose_name": "user reconciliation CSV import",
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"verbose_name_plural": "user reconciliation CSV imports",
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},
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),
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migrations.CreateModel(
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name="UserReconciliation",
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fields=[
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(
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"id",
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models.UUIDField(
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default=uuid.uuid4,
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editable=False,
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help_text="primary key for the record as UUID",
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primary_key=True,
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serialize=False,
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verbose_name="id",
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),
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),
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(
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"created_at",
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models.DateTimeField(
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auto_now_add=True,
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help_text="date and time at which a record was created",
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verbose_name="created on",
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),
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),
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(
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"updated_at",
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models.DateTimeField(
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auto_now=True,
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help_text="date and time at which a record was last updated",
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verbose_name="updated on",
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),
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),
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(
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"active_email",
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models.EmailField(
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max_length=254, verbose_name="Active email address"
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),
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),
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(
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"inactive_email",
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models.EmailField(
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max_length=254, verbose_name="Email address to deactivate"
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),
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),
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("active_email_checked", models.BooleanField(default=False)),
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("inactive_email_checked", models.BooleanField(default=False)),
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(
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"status",
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models.CharField(
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choices=[
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("pending", "Pending"),
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("ready", "Ready"),
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("done", "Done"),
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("error", "Error"),
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],
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default="pending",
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max_length=20,
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),
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),
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("logs", models.TextField(blank=True)),
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(
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"active_user",
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models.ForeignKey(
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blank=True,
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null=True,
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on_delete=django.db.models.deletion.CASCADE,
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related_name="active_user",
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to=settings.AUTH_USER_MODEL,
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),
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),
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(
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"inactive_user",
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models.ForeignKey(
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blank=True,
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null=True,
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on_delete=django.db.models.deletion.CASCADE,
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related_name="inactive_user",
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to=settings.AUTH_USER_MODEL,
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),
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),
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],
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options={
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"verbose_name": "user reconciliation",
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"verbose_name_plural": "user reconciliations",
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},
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),
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]

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