Closes #9582: Enable assigning config contexts based on device location

Author: jeremystretch

docs/models/extras/configcontext.md

@@ -5,9 +5,11 @@ Sometimes it is desirable to associate additional data with a group of devices o
 * Region
 * Site group
 * Site
+* Location (devices only)
 * Device type (devices only)
 * Role
 * Platform
+* Cluster type (VMs only)
 * Cluster group (VMs only)
 * Cluster (VMs only)
 * Tenant group

docs/release-notes/version-3.3.md

@@ -25,6 +25,7 @@
 * [#8495](https://github.com/netbox-community/netbox/issues/8495) - Enable custom field grouping
 * [#8995](https://github.com/netbox-community/netbox/issues/8995) - Enable arbitrary ordering of REST API results
 * [#9166](https://github.com/netbox-community/netbox/issues/9166) - Add UI visibility toggle for custom fields
+* [#9582](https://github.com/netbox-community/netbox/issues/9582) - Enable assigning config contexts based on device location
 
 ### Other Changes
 
@@ -45,6 +46,8 @@
     * Added required `status` field (default value: `active`)
 * dcim.Rack
     * The `elevation` endpoint now includes half-height rack units, and utilizes decimal values for the ID and name of each unit
+* extras.ConfigContext
+    * Added the `locations` many-to-many field to track the assignment of ConfigContexts to Locations
 * extras.CustomField
     * Added `group_name` and `ui_visibility` fields
 * ipam.IPAddress

netbox/extras/api/serializers.py

@@ -5,10 +5,10 @@
 from rest_framework import serializers
 
 from dcim.api.nested_serializers import (
-    NestedDeviceRoleSerializer, NestedDeviceTypeSerializer, NestedPlatformSerializer, NestedRegionSerializer,
-    NestedSiteSerializer, NestedSiteGroupSerializer,
+    NestedDeviceRoleSerializer, NestedDeviceTypeSerializer, NestedLocationSerializer, NestedPlatformSerializer,
+    NestedRegionSerializer, NestedSiteSerializer, NestedSiteGroupSerializer,
 )
-from dcim.models import DeviceRole, DeviceType, Platform, Region, Site, SiteGroup
+from dcim.models import DeviceRole, DeviceType, Location, Platform, Region, Site, SiteGroup
 from extras.choices import *
 from extras.models import *
 from extras.utils import FeatureQuery
@@ -272,6 +272,12 @@ class ConfigContextSerializer(ValidatedModelSerializer):
         required=False,
         many=True
     )
+    locations = SerializedPKRelatedField(
+        queryset=Location.objects.all(),
+        serializer=NestedLocationSerializer,
+        required=False,
+        many=True
+    )
     device_types = SerializedPKRelatedField(
         queryset=DeviceType.objects.all(),
         serializer=NestedDeviceTypeSerializer,
@@ -331,8 +337,8 @@ class Meta:
         model = ConfigContext
         fields = [
             'id', 'url', 'display', 'name', 'weight', 'description', 'is_active', 'regions', 'site_groups', 'sites',
-            'device_types', 'roles', 'platforms', 'cluster_types', 'cluster_groups', 'clusters', 'tenant_groups',
-            'tenants', 'tags', 'data', 'created', 'last_updated',
+            'locations', 'device_types', 'roles', 'platforms', 'cluster_types', 'cluster_groups', 'clusters',
+            'tenant_groups', 'tenants', 'tags', 'data', 'created', 'last_updated',
         ]
 
 

netbox/extras/api/views.py

@@ -138,7 +138,7 @@ class JournalEntryViewSet(NetBoxModelViewSet):
 
 class ConfigContextViewSet(NetBoxModelViewSet):
     queryset = ConfigContext.objects.prefetch_related(
-        'regions', 'site_groups', 'sites', 'roles', 'platforms', 'tenant_groups', 'tenants',
+        'regions', 'site_groups', 'sites', 'locations', 'roles', 'platforms', 'tenant_groups', 'tenants',
     )
     serializer_class = serializers.ConfigContextSerializer
     filterset_class = filtersets.ConfigContextFilterSet

netbox/extras/filtersets.py

@@ -3,7 +3,7 @@
 from django.contrib.contenttypes.models import ContentType
 from django.db.models import Q
 
-from dcim.models import DeviceRole, DeviceType, Platform, Region, Site, SiteGroup
+from dcim.models import DeviceRole, DeviceType, Location, Platform, Region, Site, SiteGroup
 from netbox.filtersets import BaseFilterSet, ChangeLoggedModelFilterSet, NetBoxModelFilterSet
 from tenancy.models import Tenant, TenantGroup
 from utilities.filters import ContentTypeFilter, MultiValueCharFilter, MultiValueNumberFilter
@@ -255,6 +255,17 @@ class ConfigContextFilterSet(ChangeLoggedModelFilterSet):
         to_field_name='slug',
         label='Site (slug)',
     )
+    location_id = django_filters.ModelMultipleChoiceFilter(
+        field_name='locations',
+        queryset=Location.objects.all(),
+        label='Location',
+    )
+    location = django_filters.ModelMultipleChoiceFilter(
+        field_name='locations__slug',
+        queryset=Location.objects.all(),
+        to_field_name='slug',
+        label='Location (slug)',
+    )
     device_type_id = django_filters.ModelMultipleChoiceFilter(
         field_name='device_types',
         queryset=DeviceType.objects.all(),

netbox/extras/forms/filtersets.py

@@ -3,7 +3,7 @@
 from django.contrib.contenttypes.models import ContentType
 from django.utils.translation import gettext as _
 
-from dcim.models import DeviceRole, DeviceType, Platform, Region, Site, SiteGroup
+from dcim.models import DeviceRole, DeviceType, Location, Platform, Region, Site, SiteGroup
 from extras.choices import *
 from extras.models import *
 from extras.utils import FeatureQuery
@@ -170,7 +170,7 @@ class TagFilterForm(FilterForm):
 class ConfigContextFilterForm(FilterForm):
     fieldsets = (
         (None, ('q', 'tag_id')),
-        ('Location', ('region_id', 'site_group_id', 'site_id')),
+        ('Location', ('region_id', 'site_group_id', 'site_id', 'location_id')),
         ('Device', ('device_type_id', 'platform_id', 'role_id')),
         ('Cluster', ('cluster_type_id', 'cluster_group_id', 'cluster_id')),
         ('Tenant', ('tenant_group_id', 'tenant_id'))
@@ -190,6 +190,11 @@ class ConfigContextFilterForm(FilterForm):
         required=False,
         label=_('Sites')
     )
+    location_id = DynamicModelMultipleChoiceField(
+        queryset=Location.objects.all(),
+        required=False,
+        label=_('Locations')
+    )
     device_type_id = DynamicModelMultipleChoiceField(
         queryset=DeviceType.objects.all(),
         required=False,

netbox/extras/forms/models.py

@@ -1,7 +1,7 @@
 from django import forms
 from django.contrib.contenttypes.models import ContentType
 
-from dcim.models import DeviceRole, DeviceType, Platform, Region, Site, SiteGroup
+from dcim.models import DeviceRole, DeviceType, Location, Platform, Region, Site, SiteGroup
 from extras.choices import *
 from extras.models import *
 from extras.utils import FeatureQuery
@@ -166,6 +166,10 @@ class ConfigContextForm(BootstrapMixin, forms.ModelForm):
         queryset=Site.objects.all(),
         required=False
     )
+    locations = DynamicModelMultipleChoiceField(
+        queryset=Location.objects.all(),
+        required=False
+    )
     device_types = DynamicModelMultipleChoiceField(
         queryset=DeviceType.objects.all(),
         required=False
@@ -202,15 +206,22 @@ class ConfigContextForm(BootstrapMixin, forms.ModelForm):
         queryset=Tag.objects.all(),
         required=False
     )
-    data = JSONField(
-        label=''
+    data = JSONField()
+
+    fieldsets = (
+        ('Config Context', ('name', 'weight', 'description', 'data', 'is_active')),
+        ('Assignment', (
+            'regions', 'site_groups', 'sites', 'locations', 'device_types', 'roles', 'platforms', 'cluster_types',
+            'cluster_groups', 'clusters', 'tenant_groups', 'tenants', 'tags',
+        )),
     )
 
     class Meta:
         model = ConfigContext
         fields = (
-            'name', 'weight', 'description', 'is_active', 'regions', 'site_groups', 'sites', 'roles', 'device_types',
-            'platforms', 'cluster_types', 'cluster_groups', 'clusters', 'tenant_groups', 'tenants', 'tags', 'data',
+            'name', 'weight', 'description', 'data', 'is_active', 'regions', 'site_groups', 'sites', 'locations',
+            'roles', 'device_types', 'platforms', 'cluster_types', 'cluster_groups', 'clusters', 'tenant_groups',
+            'tenants', 'tags',
         )
 
 

netbox/extras/migrations/0076_configcontext_locations.py

@@ -0,0 +1,19 @@
+# Generated by Django 4.0.5 on 2022-06-22 19:13
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('dcim', '0156_location_status'),
+        ('extras', '0075_customfield_ui_visibility'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='configcontext',
+            name='locations',
+            field=models.ManyToManyField(blank=True, related_name='+', to='dcim.location'),
+        ),
+    ]

netbox/extras/models/configcontexts.py

@@ -1,5 +1,3 @@
-from collections import OrderedDict
-
 from django.core.validators import ValidationError
 from django.db import models
 from django.urls import reverse
@@ -55,6 +53,11 @@ class ConfigContext(WebhooksMixin, ChangeLoggedModel):
         related_name='+',
         blank=True
     )
+    locations = models.ManyToManyField(
+        to='dcim.Location',
+        related_name='+',
+        blank=True
+    )
     device_types = models.ManyToManyField(
         to='dcim.DeviceType',
         related_name='+',
@@ -138,11 +141,10 @@ class Meta:
 
     def get_config_context(self):
         """
+        Compile all config data, overwriting lower-weight values with higher-weight values where a collision occurs.
         Return the rendered configuration context for a device or VM.
         """
-
-        # Compile all config data, overwriting lower-weight values with higher-weight values where a collision occurs
-        data = OrderedDict()
+        data = {}
 
         if not hasattr(self, 'config_context_data'):
             # The annotation is not available, so we fall back to manually querying for the config context objects

netbox/extras/querysets.py

@@ -19,8 +19,9 @@ def get_for_object(self, obj, aggregate_data=False):
         # `device_role` for Device; `role` for VirtualMachine
         role = getattr(obj, 'device_role', None) or obj.role
 
-        # Device type assignment is relevant only for Devices
+        # Device type and location assignment is relevant only for Devices
         device_type = getattr(obj, 'device_type', None)
+        location = getattr(obj, 'location', None)
 
         # Get assigned cluster, group, and type (if any)
         cluster = getattr(obj, 'cluster', None)
@@ -42,6 +43,7 @@ def get_for_object(self, obj, aggregate_data=False):
             Q(regions__in=regions) | Q(regions=None),
             Q(site_groups__in=sitegroups) | Q(site_groups=None),
             Q(sites=obj.site) | Q(sites=None),
+            Q(locations=location) | Q(locations=None),
             Q(device_types=device_type) | Q(device_types=None),
             Q(roles=role) | Q(roles=None),
             Q(platforms=obj.platform) | Q(platforms=None),
@@ -114,6 +116,7 @@ def _get_config_context_filters(self):
         )
 
         if self.model._meta.model_name == 'device':
+            base_query.add((Q(locations=OuterRef('location')) | Q(locations=None)), Q.AND)
             base_query.add((Q(device_types=OuterRef('device_type')) | Q(device_types=None)), Q.AND)
             base_query.add((Q(roles=OuterRef('device_role')) | Q(roles=None)), Q.AND)
             base_query.add((Q(sites=OuterRef('site')) | Q(sites=None)), Q.AND)