17170 Add ability to add contacts to multiple contact groups (#18885)

* 17170 Allow multiple Group assignments for Contacts

* 17170 update docs

* 17170 update api, detail view, graphql

* 17170 fixes

* 17170 fixes

* 17170 fixes

* 17170 fixes

* 17170 fixes

* 17170 fixes

* 17170 fix bulk import

* 17170 test fixes

* 17170 test fixes

* 17170 test fixes

* 17178 review changes

* 17178 review changes

* 17178 review changes

* 17178 review changes

* 17178 review changes

* 17178 review changes

* 17170 update migration

* 17170 bulk edit form
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Arthur Hanson 2025-03-18 11:05:02 -07:00 committed by GitHub
parent d4f8cb72aa
commit af5ec19430
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18 changed files with 204 additions and 78 deletions

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@ -4,9 +4,11 @@ A contact represents an individual or group that has been associated with an obj
## Fields
### Group
### Groups
The [contact group](./contactgroup.md) to which this contact is assigned (if any).
The [contact groups](./contactgroup.md) to which this contact is assigned (if any).
!!! info "This field was renamed from `group` to `groups` in NetBox v4.3, and now supports the assignment of a contact to more than one group."
### Name

View File

@ -18,8 +18,18 @@
<h2 class="card-header">{% trans "Contact" %}</h2>
<table class="table table-hover attr-table">
<tr>
<th scope="row">{% trans "Group" %}</th>
<td>{{ object.group|linkify|placeholder }}</td>
<th scope="row">{% trans "Groups" %}</th>
<td>
{% if object.groups.all|length > 0 %}
<ol class="list-unstyled mb-0">
{% for group in object.groups.all %}
<li>{{ group|linkify|placeholder }}</li>
{% endfor %}
</ol>
{% else %}
{{ ''|placeholder }}
{% endif %}
</td>
</tr>
<tr>
<th scope="row">{% trans "Name" %}</th>

View File

@ -3,7 +3,7 @@ from drf_spectacular.types import OpenApiTypes
from drf_spectacular.utils import extend_schema_field
from rest_framework import serializers
from netbox.api.fields import ChoiceField, ContentTypeField
from netbox.api.fields import ChoiceField, ContentTypeField, SerializedPKRelatedField
from netbox.api.serializers import NestedGroupModelSerializer, NetBoxModelSerializer
from tenancy.choices import ContactPriorityChoices
from tenancy.models import ContactAssignment, Contact, ContactGroup, ContactRole
@ -43,12 +43,17 @@ class ContactRoleSerializer(NetBoxModelSerializer):
class ContactSerializer(NetBoxModelSerializer):
group = ContactGroupSerializer(nested=True, required=False, allow_null=True, default=None)
groups = SerializedPKRelatedField(
queryset=ContactGroup.objects.all(),
serializer=ContactGroupSerializer,
required=False,
many=True
)
class Meta:
model = Contact
fields = [
'id', 'url', 'display_url', 'display', 'group', 'name', 'title', 'phone', 'email', 'address', 'link',
'id', 'url', 'display_url', 'display', 'groups', 'name', 'title', 'phone', 'email', 'address', 'link',
'description', 'comments', 'tags', 'custom_fields', 'created', 'last_updated',
]
brief_fields = ('id', 'url', 'display', 'name', 'description')

View File

@ -44,7 +44,7 @@ class ContactGroupViewSet(MPTTLockedMixin, NetBoxModelViewSet):
queryset = ContactGroup.objects.add_related_count(
ContactGroup.objects.all(),
Contact,
'group',
'groups',
'contact_count',
cumulative=True
)

View File

@ -46,6 +46,11 @@ class ContactGroupFilterSet(OrganizationalModelFilterSet):
to_field_name='slug',
label=_('Contact group (slug)'),
)
contact_id = django_filters.ModelMultipleChoiceFilter(
field_name='contact',
queryset=Contact.objects.all(),
label=_('Contact (ID)'),
)
class Meta:
model = ContactGroup
@ -62,15 +67,15 @@ class ContactRoleFilterSet(OrganizationalModelFilterSet):
class ContactFilterSet(NetBoxModelFilterSet):
group_id = TreeNodeMultipleChoiceFilter(
queryset=ContactGroup.objects.all(),
field_name='group',
field_name='groups',
lookup_expr='in',
label=_('Contact group (ID)'),
)
group = TreeNodeMultipleChoiceFilter(
queryset=ContactGroup.objects.all(),
field_name='group',
lookup_expr='in',
field_name='groups',
to_field_name='slug',
lookup_expr='in',
label=_('Contact group (slug)'),
)
@ -105,13 +110,13 @@ class ContactAssignmentFilterSet(NetBoxModelFilterSet):
)
group_id = TreeNodeMultipleChoiceFilter(
queryset=ContactGroup.objects.all(),
field_name='contact__group',
field_name='contact__groups',
lookup_expr='in',
label=_('Contact group (ID)'),
)
group = TreeNodeMultipleChoiceFilter(
queryset=ContactGroup.objects.all(),
field_name='contact__group',
field_name='contact__groups',
lookup_expr='in',
to_field_name='slug',
label=_('Contact group (slug)'),
@ -153,7 +158,7 @@ class ContactModelFilterSet(django_filters.FilterSet):
)
contact_group = TreeNodeMultipleChoiceFilter(
queryset=ContactGroup.objects.all(),
field_name='contacts__contact__group',
field_name='contacts__contact__groups',
lookup_expr='in',
label=_('Contact group'),
)

View File

@ -5,7 +5,7 @@ from netbox.forms import NetBoxModelBulkEditForm
from tenancy.choices import ContactPriorityChoices
from tenancy.models import *
from utilities.forms import add_blank_choice
from utilities.forms.fields import CommentField, DynamicModelChoiceField
from utilities.forms.fields import CommentField, DynamicModelChoiceField, DynamicModelMultipleChoiceField
from utilities.forms.rendering import FieldSet
__all__ = (
@ -90,8 +90,13 @@ class ContactRoleBulkEditForm(NetBoxModelBulkEditForm):
class ContactBulkEditForm(NetBoxModelBulkEditForm):
group = DynamicModelChoiceField(
label=_('Group'),
add_groups = DynamicModelMultipleChoiceField(
label=_('Add groups'),
queryset=ContactGroup.objects.all(),
required=False
)
remove_groups = DynamicModelMultipleChoiceField(
label=_('Remove groups'),
queryset=ContactGroup.objects.all(),
required=False
)
@ -127,9 +132,13 @@ class ContactBulkEditForm(NetBoxModelBulkEditForm):
model = Contact
fieldsets = (
FieldSet('group', 'title', 'phone', 'email', 'address', 'link', 'description'),
FieldSet('title', 'phone', 'email', 'address', 'link', 'description'),
FieldSet('add_groups', 'remove_groups', name=_('Groups')),
)
nullable_fields = (
'add_groups', 'remove_groups', 'title', 'phone', 'email', 'address', 'link', 'description', 'comments'
)
nullable_fields = ('group', 'title', 'phone', 'email', 'address', 'link', 'description', 'comments')
class ContactAssignmentBulkEditForm(NetBoxModelBulkEditForm):

View File

@ -3,7 +3,7 @@ from django.utils.translation import gettext_lazy as _
from netbox.forms import NetBoxModelImportForm
from tenancy.models import *
from utilities.forms.fields import CSVContentTypeField, CSVModelChoiceField, SlugField
from utilities.forms.fields import CSVContentTypeField, CSVModelChoiceField, CSVModelMultipleChoiceField, SlugField
__all__ = (
'ContactAssignmentImportForm',
@ -77,17 +77,16 @@ class ContactRoleImportForm(NetBoxModelImportForm):
class ContactImportForm(NetBoxModelImportForm):
group = CSVModelChoiceField(
label=_('Group'),
groups = CSVModelMultipleChoiceField(
queryset=ContactGroup.objects.all(),
required=False,
to_field_name='name',
help_text=_('Assigned group')
help_text=_('Group names separated by commas, encased with double quotes (e.g. "Group 1,Group 2")')
)
class Meta:
model = Contact
fields = ('name', 'title', 'phone', 'email', 'address', 'link', 'group', 'description', 'comments', 'tags')
fields = ('name', 'title', 'phone', 'email', 'address', 'link', 'groups', 'description', 'comments', 'tags')
class ContactAssignmentImportForm(NetBoxModelImportForm):

View File

@ -75,7 +75,7 @@ class ContactFilterForm(NetBoxModelFilterSetForm):
queryset=ContactGroup.objects.all(),
required=False,
null_option='None',
label=_('Group')
label=_('Groups')
)
tag = TagFilterField(model)

View File

@ -3,7 +3,7 @@ from django.utils.translation import gettext_lazy as _
from netbox.forms import NetBoxModelForm
from tenancy.models import *
from utilities.forms.fields import CommentField, DynamicModelChoiceField, SlugField
from utilities.forms.fields import CommentField, DynamicModelChoiceField, DynamicModelMultipleChoiceField, SlugField
from utilities.forms.rendering import FieldSet, ObjectAttribute
__all__ = (
@ -93,8 +93,8 @@ class ContactRoleForm(NetBoxModelForm):
class ContactForm(NetBoxModelForm):
group = DynamicModelChoiceField(
label=_('Group'),
groups = DynamicModelMultipleChoiceField(
label=_('Groups'),
queryset=ContactGroup.objects.all(),
required=False
)
@ -102,7 +102,7 @@ class ContactForm(NetBoxModelForm):
fieldsets = (
FieldSet(
'group', 'name', 'title', 'phone', 'email', 'address', 'link', 'description', 'tags',
'groups', 'name', 'title', 'phone', 'email', 'address', 'link', 'description', 'tags',
name=_('Contact')
),
)
@ -110,7 +110,7 @@ class ContactForm(NetBoxModelForm):
class Meta:
model = Contact
fields = (
'group', 'name', 'title', 'phone', 'email', 'address', 'link', 'description', 'comments', 'tags',
'groups', 'name', 'title', 'phone', 'email', 'address', 'link', 'description', 'comments', 'tags',
)
widgets = {
'address': forms.Textarea(attrs={'rows': 3}),
@ -123,7 +123,7 @@ class ContactAssignmentForm(NetBoxModelForm):
queryset=ContactGroup.objects.all(),
required=False,
initial_params={
'contacts': '$contact'
'contact': '$contact'
}
)
contact = DynamicModelChoiceField(

View File

@ -97,7 +97,7 @@ class TenantGroupType(OrganizationalObjectType):
@strawberry_django.type(models.Contact, fields='__all__', filters=ContactFilter)
class ContactType(ContactAssignmentsMixin, NetBoxObjectType):
group: Annotated['ContactGroupType', strawberry.lazy('tenancy.graphql.types')] | None
groups: List[Annotated['ContactGroupType', strawberry.lazy('tenancy.graphql.types')]]
@strawberry_django.type(models.ContactRole, fields='__all__', filters=ContactRoleFilter)

View File

@ -0,0 +1,68 @@
import django.db.models.deletion
from django.db import migrations, models
def migrate_contact_groups(apps, schema_editor):
Contacts = apps.get_model('tenancy', 'Contact')
qs = Contacts.objects.filter(group__isnull=False)
for contact in qs:
contact.groups.add(contact.group)
class Migration(migrations.Migration):
dependencies = [
('tenancy', '0017_natural_ordering'),
]
operations = [
migrations.CreateModel(
name='ContactGroupMembership',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False)),
],
options={
'verbose_name': 'contact group membership',
'verbose_name_plural': 'contact group memberships',
},
),
migrations.RemoveConstraint(
model_name='contact',
name='tenancy_contact_unique_group_name',
),
migrations.AddField(
model_name='contactgroupmembership',
name='contact',
field=models.ForeignKey(
on_delete=django.db.models.deletion.CASCADE, related_name='+', to='tenancy.contact'
),
),
migrations.AddField(
model_name='contactgroupmembership',
name='group',
field=models.ForeignKey(
on_delete=django.db.models.deletion.CASCADE, related_name='+', to='tenancy.contactgroup'
),
),
migrations.AddField(
model_name='contact',
name='groups',
field=models.ManyToManyField(
blank=True,
related_name='contacts',
related_query_name='contact',
through='tenancy.ContactGroupMembership',
to='tenancy.contactgroup',
),
),
migrations.AddConstraint(
model_name='contactgroupmembership',
constraint=models.UniqueConstraint(fields=('group', 'contact'), name='unique_group_name'),
),
migrations.RunPython(code=migrate_contact_groups, reverse_code=migrations.RunPython.noop),
migrations.RemoveField(
model_name='contact',
name='group',
),
]

View File

@ -13,6 +13,7 @@ __all__ = (
'ContactAssignment',
'Contact',
'ContactGroup',
'ContactGroupMembership',
'ContactRole',
)
@ -47,12 +48,12 @@ class Contact(PrimaryModel):
"""
Contact information for a particular object(s) in NetBox.
"""
group = models.ForeignKey(
groups = models.ManyToManyField(
to='tenancy.ContactGroup',
on_delete=models.SET_NULL,
related_name='contacts',
blank=True,
null=True
through='tenancy.ContactGroupMembership',
related_query_name='contact',
blank=True
)
name = models.CharField(
verbose_name=_('name'),
@ -84,17 +85,11 @@ class Contact(PrimaryModel):
)
clone_fields = (
'group', 'name', 'title', 'phone', 'email', 'address', 'link',
'groups', 'name', 'title', 'phone', 'email', 'address', 'link',
)
class Meta:
ordering = ['name']
constraints = (
models.UniqueConstraint(
fields=('group', 'name'),
name='%(app_label)s_%(class)s_unique_group_name'
),
)
verbose_name = _('contact')
verbose_name_plural = _('contacts')
@ -102,6 +97,18 @@ class Contact(PrimaryModel):
return self.name
class ContactGroupMembership(models.Model):
group = models.ForeignKey(ContactGroup, related_name="+", on_delete=models.CASCADE)
contact = models.ForeignKey(Contact, related_name="+", on_delete=models.CASCADE)
class Meta:
constraints = [
models.UniqueConstraint(fields=['group', 'contact'], name='unique_group_name')
]
verbose_name = _('contact group membership')
verbose_name_plural = _('contact group memberships')
class ContactAssignment(CustomFieldsMixin, ExportTemplatesMixin, TagsMixin, ChangeLoggedModel):
object_type = models.ForeignKey(
to='contenttypes.ContentType',

View File

@ -56,9 +56,9 @@ class ContactTable(NetBoxTable):
verbose_name=_('Name'),
linkify=True
)
group = tables.Column(
verbose_name=_('Group'),
linkify=True
groups = columns.ManyToManyColumn(
verbose_name=_('Groups'),
linkify_item=('tenancy:contactgroup', {'pk': tables.A('pk')})
)
phone = tables.Column(
verbose_name=_('Phone'),
@ -79,10 +79,10 @@ class ContactTable(NetBoxTable):
class Meta(NetBoxTable.Meta):
model = Contact
fields = (
'pk', 'name', 'group', 'title', 'phone', 'email', 'address', 'link', 'description', 'comments',
'pk', 'name', 'groups', 'title', 'phone', 'email', 'address', 'link', 'description', 'comments',
'assignment_count', 'tags', 'created', 'last_updated',
)
default_columns = ('pk', 'name', 'group', 'assignment_count', 'title', 'phone', 'email')
default_columns = ('pk', 'name', 'groups', 'assignment_count', 'title', 'phone', 'email')
class ContactAssignmentTable(NetBoxTable):

View File

@ -170,7 +170,7 @@ class ContactTest(APIViewTestCases.APIViewTestCase):
model = Contact
brief_fields = ['description', 'display', 'id', 'name', 'url']
bulk_update_data = {
'group': None,
'groups': [],
'comments': 'New comments',
}
@ -183,20 +183,22 @@ class ContactTest(APIViewTestCases.APIViewTestCase):
)
contacts = (
Contact(name='Contact 1', group=contact_groups[0]),
Contact(name='Contact 2', group=contact_groups[0]),
Contact(name='Contact 3', group=contact_groups[0]),
Contact(name='Contact 1'),
Contact(name='Contact 2'),
Contact(name='Contact 3'),
)
Contact.objects.bulk_create(contacts)
contacts[0].groups.add(contact_groups[0])
contacts[1].groups.add(contact_groups[0])
contacts[2].groups.add(contact_groups[0])
cls.create_data = [
{
'name': 'Contact 4',
'group': contact_groups[1].pk,
'groups': [contact_groups[1].pk],
},
{
'name': 'Contact 5',
'group': contact_groups[1].pk,
},
{
'name': 'Contact 6',

View File

@ -241,6 +241,7 @@ class ContactRoleTestCase(TestCase, ChangeLoggedFilterSetTests):
class ContactTestCase(TestCase, ChangeLoggedFilterSetTests):
queryset = Contact.objects.all()
filterset = ContactFilterSet
ignore_fields = ('groups',)
@classmethod
def setUpTestData(cls):
@ -254,11 +255,14 @@ class ContactTestCase(TestCase, ChangeLoggedFilterSetTests):
contactgroup.save()
contacts = (
Contact(name='Contact 1', group=contact_groups[0], description='foobar1'),
Contact(name='Contact 2', group=contact_groups[1], description='foobar2'),
Contact(name='Contact 3', group=contact_groups[2], description='foobar3'),
Contact(name='Contact 1', description='foobar1'),
Contact(name='Contact 2', description='foobar2'),
Contact(name='Contact 3', description='foobar3'),
)
Contact.objects.bulk_create(contacts)
contacts[0].groups.add(contact_groups[0])
contacts[1].groups.add(contact_groups[1])
contacts[2].groups.add(contact_groups[2])
def test_q(self):
params = {'q': 'foobar1'}
@ -311,11 +315,14 @@ class ContactAssignmentTestCase(TestCase, ChangeLoggedFilterSetTests):
ContactRole.objects.bulk_create(contact_roles)
contacts = (
Contact(name='Contact 1', group=contact_groups[0]),
Contact(name='Contact 2', group=contact_groups[1]),
Contact(name='Contact 3', group=contact_groups[2]),
Contact(name='Contact 1'),
Contact(name='Contact 2'),
Contact(name='Contact 3'),
)
Contact.objects.bulk_create(contacts)
contacts[0].groups.add(contact_groups[0])
contacts[1].groups.add(contact_groups[1])
contacts[2].groups.add(contact_groups[2])
assignments = (
ContactAssignment(object=sites[0], contact=contacts[0], role=contact_roles[0]),

View File

@ -196,37 +196,40 @@ class ContactTestCase(ViewTestCases.PrimaryObjectViewTestCase):
contactgroup.save()
contacts = (
Contact(name='Contact 1', group=contact_groups[0]),
Contact(name='Contact 2', group=contact_groups[0]),
Contact(name='Contact 3', group=contact_groups[0]),
Contact(name='Contact 1'),
Contact(name='Contact 2'),
Contact(name='Contact 3'),
)
Contact.objects.bulk_create(contacts)
contacts[0].groups.add(contact_groups[0])
contacts[1].groups.add(contact_groups[1])
tags = create_tags('Alpha', 'Bravo', 'Charlie')
cls.form_data = {
'name': 'Contact X',
'group': contact_groups[1].pk,
'groups': [contact_groups[1].pk],
'comments': 'Some comments',
'tags': [t.pk for t in tags],
}
cls.csv_data = (
"group,name",
"Contact Group 1,Contact 4",
"Contact Group 1,Contact 5",
"Contact Group 1,Contact 6",
"name",
"groups",
"Contact 4",
"Contact 5",
"Contact 6",
)
cls.csv_update_data = (
"id,name,comments",
f"{contacts[0].pk},Contact Group 7,New comments 7",
f"{contacts[1].pk},Contact Group 8,New comments 8",
f"{contacts[2].pk},Contact Group 9,New comments 9",
"id,name,groups,comments",
f'{contacts[0].pk},Contact 7,"Contact Group 1,Contact Group 2",New comments 7',
f'{contacts[1].pk},Contact 8,"Contact Group 1",New comments 8',
f'{contacts[2].pk},Contact 9,"Contact Group 1",New comments 9',
)
cls.bulk_edit_data = {
'group': contact_groups[1].pk,
'description': "New description",
}

View File

@ -170,7 +170,7 @@ class ContactGroupListView(generic.ObjectListView):
queryset = ContactGroup.objects.add_related_count(
ContactGroup.objects.all(),
Contact,
'group',
'groups',
'contact_count',
cumulative=True
)
@ -214,7 +214,7 @@ class ContactGroupBulkEditView(generic.BulkEditView):
queryset = ContactGroup.objects.add_related_count(
ContactGroup.objects.all(),
Contact,
'group',
'groups',
'contact_count',
cumulative=True
)
@ -228,7 +228,7 @@ class ContactGroupBulkDeleteView(generic.BulkDeleteView):
queryset = ContactGroup.objects.add_related_count(
ContactGroup.objects.all(),
Contact,
'group',
'groups',
'contact_count',
cumulative=True
)
@ -337,6 +337,15 @@ class ContactBulkEditView(generic.BulkEditView):
table = tables.ContactTable
form = forms.ContactBulkEditForm
def post_save_operations(self, form, obj):
super().post_save_operations(form, obj)
# Add/remove groups
if form.cleaned_data.get('add_groups', None):
obj.groups.add(*form.cleaned_data['add_groups'])
if form.cleaned_data.get('remove_groups', None):
obj.groups.remove(*form.cleaned_data['remove_groups'])
@register_model_view(Contact, 'bulk_delete', path='delete', detail=False)
class ContactBulkDeleteView(generic.BulkDeleteView):

View File

@ -144,8 +144,8 @@ class BaseFilterSetTests:
# Check that the filter class is correct
filter = filters[filter_name]
if filter_class is not None:
self.assertIs(
type(filter),
self.assertIsInstance(
filter,
filter_class,
f"Invalid filter class {type(filter)} for {filter_name} (should be {filter_class})!"
)