The UI config files are located in the custom_web folder.
The UI configuration is done in urls.py (generic) and views.py (custom).
Controllers
The interface of Automail consists of a left menu (up to 3 levels of submenus), a top menu with a search bar + a dropdown on the right side, and the content.
All controls are set in urls.py , in the dictionary CONTROLLERS, which is used in the Automail initiation process when the server boots:
Copy CONTROLLERS = {
'platform' : {
'show_searchbar' : True ,
'show_notifications' : False ,
},
'left_menu' : [] ,
'top_right_menu' : [] ,
'search' : [] ,
}
Permissions
Users and groups are created from the admin page.
All UI components have the attributes allowed_user_groups (for user groups) and allowed_users (for users) to control the component-specific permissions.
By default, all users have permission to a UI component. If at least 1 group is added to allowed_user_groups or 1 user is added to allowed_users , then only the defined group(s) and user(s) will have access to the component.
Admins (users with the flag superuser set to True in the Automail admin interface) always have access to all components.
left_menu has its menu items as a list of dictionaries.
The following code is an example that displays the left menu above with the corresponding grid content (grid layout, selectpickers, navs and panels):
Copy 'left_menu' : [
{
'label' : 'General' ,
'children' : [
{
'label' : 'Development' ,
'icon' : 'codepen' ,
'allowed_user_groups' : [
'Development Group' ,
] ,
'allowed_users' : [] ,
'children' : [
{
'allowed_user_groups' : [
'Development Group' ,
] ,
'allowed_users' : [] ,
'label' : 'Data' ,
'url_name' : 'grid_development_report_data' ,
'view' : controller_views . GridView ,
'view_params' : {
'show_selectpickers' : False ,
'selectpickers_columns' : 3 ,
'selectpickers' : [
selectpicker_brand_seasons_active ,
selectpicker_productlines ,
selectpicker_suppliers ,
] ,
'panels' : [
{
'title' : 'Development Data' ,
'subtitle' : 'Limited to 100k rows' ,
'tooltip' : 'Please be <strong>very careful when editing the data in this table</strong>.' ,
'width' : 12 ,
'full_row' : True ,
'url_name' : 'frame_table' ,
'url_action_name' : 'table_development' ,
'content' : {
'view' : custom_views . TableDevelopment ,
'view_params' : {
'model' : custom_models . Development ,
'order_by' : 'id' ,
'table_settings' : table_settings_development ,
'field_definitions' : field_definitions_development ,
'filter_key_mapping' : {
'brand__name' : 'season__brand__name' ,
},
},
},
}
]
},
},
{
'label' : 'Tracking' ,
'url_name' : 'grid_development_tracking' ,
'view' : controller_views . GridView ,
'view_params' : {
'show_selectpickers' : False ,
'selectpickers_columns' : 2 ,
'selectpickers' : [
selectpicker_brand_seasons_active ,
selectpicker_suppliers ,
] ,
'navs' : [
{
'title' : 'Development Metrics' ,
'panel_names' : [
'metrics_monitoring_development' ,
] ,
},
{
'title' : 'Development Tracking' ,
'active' : True ,
'panel_names' : [
'tracking_monitoring_development' ,
] ,
},
] ,
'panels' : [
{
'title' : 'Development Metrics' ,
'width' : 12 ,
'height' : 280 ,
'full_row' : True ,
'type' : 'bar' ,
'url_name' : 'frame_chartjs' ,
'url_action_name' : 'metrics_monitoring_development' ,
'content' : {
'view' : api_views . ChartJSAPIBar ,
'view_params' : {
'model' : custom_models . Monitor ,
'decimal_rounding' : 0 ,
'group_by' : [ 'season__season_short' , 'request_status' ] ,
'order_by' : 'request_status' ,
'value_style_mapping' : {
'Not Sent' : { 'backgroundColor' : '#f1f1f1' },
'Failed Sending' : { 'backgroundColor' : '#f3e4ec' },
'Link Sent' : { 'backgroundColor' : '#f3efdf' },
'Link Opened' : { 'backgroundColor' : '#dee3ee' },
'Development Report Updated' : { 'backgroundColor' : '#deefe4' },
},
'aggregations' : [
{ 'function' : 'Count' , 'value' : 'id' }, # annotation
] ,
'include_filters_extra' : {
'request_category' : 'Material Development Report' ,
},
'filter_key_mapping' : {
'brand__name' : 'season__brand__name' ,
'supplier__name' : 'monitor__supplier__name' ,
},
},
},
},
{
'title' : 'Development Tracking' ,
'width' : 12 ,
'full_row' : True ,
'reload_div' : True ,
'url_name' : 'frame_regular_table' ,
'url_action_name' : 'tracking_monitoring_development' ,
'content' : {
'view' : module_views . RegularTable ,
'view_params' : {
'js_imports' : [ 'control_checkbox' ] ,
'model' : custom_models . Monitor ,
'order_by' : 'id' ,
'limit' : 1000 ,
'is_empty' : False ,
'row_style_function' : custom_functions . row_style_function_monitoring_status ,
'field_definitions' : {
'checkbox' : { 'header_input_type' : 'checkbox' , 'format' : 'checkbox' },
'costing_stage' : { 'label' : 'Costing Stage' },
'request_status' : { 'label' : 'Status' },
'season__brand__name' : { 'label' : 'Brand' },
'season__season_short' : { 'label' : 'Season' },
'supplier__link' : { 'label' : 'Supplier' , 'format' : 'text_link' },
'request_sent_timestamp' : { 'label' : 'Initial Email' , 'format' : 'date' },
'request_reminder_sent_timestamp' : { 'label' : 'Reminder' , 'format' : 'date' },
'request_deadline' : { 'label' : 'Deadline' , 'format' : 'date' },
'request_last_reply_timestamp' : { 'label' : 'Last Reply' , 'format' : 'datetime' },
'link_monitor_development' : { 'label' : 'Review' , 'format' : 'text_link' },
'autoform_link' : { 'label' : 'Autoform' , 'format' : 'external_link' },
},
'include_filters_extra' : {
'request_category' : 'Material Development Report' ,
},
'filter_key_mapping' : {
'brand__name' : 'season__brand__name' ,
},
},
},
'footer' : {
'buttons' : [
{
'type' : 'url_action' ,
'label' : 'Send Email' ,
'icon' : 'envelope' ,
'url' : reverse_lazy_panel ( 'action_email_monitor' ),
},
{
'allowed_user_groups' : [] ,
'allowed_users' : [] ,
'type' : 'url_action' ,
'label' : 'Next Costing Stage' ,
'icon' : 'step-forward' ,
'dependency_list' : 'tracking_monitoring_development' ,
'url' : reverse_lazy_panel ( 'action_monitor_next_costing_stage' ),
},
{
'allowed_user_groups' : [] ,
'allowed_users' : [] ,
'type' : 'url_action' ,
'label' : 'Last Costing Stage' ,
'icon' : 'fast-forward' ,
'dependency_list' : 'tracking_monitoring_development' ,
'url' : reverse_lazy_panel ( 'action_monitor_next_costing_stage' , kwargs = {
'category' : 'last' ,
}),
},
] ,
},
},
]
},
},
] ,
},
] ,
},
{
'label' : 'Advanced' ,
'children' : [
{
'label' : 'Settings' ,
'icon' : 'table' ,
'url_name' : 'grid_table_settings' ,
'allowed_user_groups' : [
'Master Group' ,
'Superuser' ,
] ,
'allowed_users' : [] ,
'view' : controller_views . GridView ,
'view_params' : {
'title' : 'Settings' ,
'panels' : [
{
'width' : 12 ,
'full_row' : True ,
'url_name' : 'panel_listgroup_tables' ,
'content' : {
'view' : module_views . ListGroup ,
'view_params' : {
'url_open_new_tab' : False ,
'context_items' : context_items ,
},
}
}
]
},
},
{
'label' : 'Downloads' ,
'icon' : 'cloud-download' ,
'url_name' : 'grid_downloader' ,
'allowed_user_groups' : [] ,
'allowed_users' : [] ,
}
]
},
] The Search menu item comes with Automail by default as it is used for holding all pages that don't have a menu reference (e.g. searching for a factory in the top search bar).
Grid Controllers
A grid is a container for selectpickers and panels (which can be linked to navs):
The example above is configured with the following code:
Copy {
'label' : 'Tracking' ,
'url_name' : 'grid_development_tracking' ,
'allowed_user_groups' : [] ,
'allowed_users' : [] ,
'view' : controller_views . GridView ,
'view_params' : {
'show_selectpickers' : False ,
'selectpickers_columns' : 2 ,
'selectpickers' : [
selectpicker_brand_seasons_active ,
selectpicker_suppliers ,
] ,
'navs' : [
{
'title' : 'Development Metrics' ,
'panel_names' : [
'metrics_monitoring_development' ,
] ,
},
{
'title' : 'Development Tracking' ,
'active' : True ,
'panel_names' : [
'tracking_monitoring_development' ,
] ,
},
] ,
'panels' : [
{
'title' : 'Development Metrics' ,
'width' : 12 ,
'height' : 280 ,
'full_row' : True ,
'type' : 'bar' ,
'url_name' : 'frame_chartjs' ,
'url_action_name' : 'metrics_monitoring_development' ,
'content' : {
'view' : api_views . ChartJSAPIBar ,
'view_params' : {
'model' : custom_models . Monitor ,
'decimal_rounding' : 0 ,
'group_by' : [ 'season__season_short' , 'request_status' ] ,
'order_by' : 'request_status' ,
'value_style_mapping' : {
'Not Sent' : { 'backgroundColor' : '#f1f1f1' },
'Failed Sending' : { 'backgroundColor' : '#f3e4ec' },
'Link Sent' : { 'backgroundColor' : '#f3efdf' },
'Link Opened' : { 'backgroundColor' : '#dee3ee' },
'Development Report Updated' : { 'backgroundColor' : '#deefe4' },
},
'aggregations' : [
{ 'function' : 'Count' , 'value' : 'id' }, # annotation
] ,
'include_filters_extra' : {
'request_category' : 'Material Development Report' ,
},
'filter_key_mapping' : {
'brand__name' : 'season__brand__name' ,
'supplier__name' : 'monitor__supplier__name' ,
},
},
},
},
{
'title' : 'Development Tracking' ,
'width' : 12 ,
'full_row' : True ,
'reload_div' : True ,
'url_name' : 'frame_regular_table' ,
'url_action_name' : 'tracking_monitoring_development' ,
'content' : {
'view' : module_views . RegularTable ,
'view_params' : {
'js_imports' : [ 'control_checkbox' ] ,
'model' : custom_models . Monitor ,
'order_by' : 'id' ,
'limit' : 1000 ,
'is_empty' : False ,
'row_style_function' : custom_functions . row_style_function_monitoring_status ,
'field_definitions' : {
'checkbox' : { 'header_input_type' : 'checkbox' , 'format' : 'checkbox' },
'costing_stage' : { 'label' : 'Costing Stage' },
'request_status' : { 'label' : 'Status' },
'season__brand__name' : { 'label' : 'Brand' },
'season__season_short' : { 'label' : 'Season' },
'supplier__link' : { 'label' : 'Supplier' , 'format' : 'text_link' },
'request_sent_timestamp' : { 'label' : 'Initial Email' , 'format' : 'date' },
'request_reminder_sent_timestamp' : { 'label' : 'Reminder' , 'format' : 'date' },
'request_deadline' : { 'label' : 'Deadline' , 'format' : 'date' },
'request_last_reply_timestamp' : { 'label' : 'Last Reply' , 'format' : 'datetime' },
'link_monitor_development' : { 'label' : 'Review' , 'format' : 'text_link' },
'autoform_link' : { 'label' : 'Autoform' , 'format' : 'external_link' },
},
'include_filters_extra' : {
'request_category' : 'Material Development Report' ,
},
'filter_key_mapping' : {
'brand__name' : 'season__brand__name' ,
},
},
},
'footer' : {
'buttons' : [
{
'type' : 'url_action' ,
'label' : 'Send Email' ,
'icon' : 'envelope' ,
'url' : reverse_lazy_panel ( 'action_email_monitor' ),
},
{
'allowed_user_groups' : [] ,
'allowed_users' : [] ,
'type' : 'url_action' ,
'label' : 'Next Costing Stage' ,
'icon' : 'step-forward' ,
'dependency_list' : 'tracking_monitoring_development' ,
'url' : reverse_lazy_panel ( 'action_monitor_next_costing_stage' ),
},
{
'allowed_user_groups' : [] ,
'allowed_users' : [] ,
'type' : 'url_action' ,
'label' : 'Last Costing Stage' ,
'icon' : 'fast-forward' ,
'dependency_list' : 'tracking_monitoring_development' ,
'url' : reverse_lazy_panel ( 'action_monitor_next_costing_stage' , kwargs = {
'category' : 'last' ,
}),
},
] ,
},
},
]
},
} The grid attributes are:
url_name the URL reference of the grid
allowed_user_groups the user group permissions
allowed_users the user permissions
view the generic view controller_views.GridView , which includes all session and security-related configurations
view_params
show_selectpickers control the display of selectpickers on grid load (False means the selectpickers are collapsed)
selectpickers the filters that apply to all panels in the grid
category - filter pre-loaded dropdown list of values with the attributes:
'name ': 'supplier__name' (example value) value used for interacting with the models through queryset include filters
label ': 'Factory/Facility Name' (example value)
'live_search ': True to display a search box
'action_box ': True to display select all/deselect all buttons
'multiple ': True to allow selecting multiple values
Data source options:
'queryset ': {'model': custom_models.Supplier, 'value_field': 'id', 'label_field': 'label'} queryset config to fetch data from a model
'fixed_values ': [{'value': True, 'label': 'Yes', 'selected': False}, {'value': False, 'label': 'No', 'selected': False}] hardcoded dropdown values
category - token list of values that are loaded at the time of the search
category - datepicker mini-calendar
navs the tabs right under the selectpickers container, with the attributes:
'title ': 'Detected Issues in Questions'
'active ': True the active tab when the page is first loaded
'panel_names ': [ 'panel_suppliersurveymanagementdetectedissue_supplieranswer'] list that holds all panels to be part of the nav
panels list of panels included in the grid
If the same UI components repeat across different grids, it is helpful to define those as variables in url_variables.py (e.g. the exact same supplier filter is used in multiple grids and hence stored in the selectpicker_suppliers variable).
Panel Controllers
A panel (i.e. the frame including title, height, width, footer, etc.) is different from its content (i.e. what is shown inside the panel such as a chart).
Panels are loaded into a grid asynchronously through AJAX calls. Each panel is loaded independently from other panels and can be refreshed by using the refresh icon.
Each panel is configured as a dictionary. As an example, the Performance panel above has the following config:
Copy {
'title' : 'Performance' ,
'width' : 12 ,
'height' : 450 ,
'full_row' : True ,
'type' : 'combo_double_y_axis' ,
'url_name' : 'frame_chartjs' ,
'url_action_name' : 'panel_delivery_report_monthly_otp_autoform' ,
'content' : {
'view' : custom_views . ChartJSAPIComboOTP ,
'url_params_list' : [
None ,
{ 'group_by' : 'vendor__name' },
{ 'group_by' : 'ready_d_month__year_month_name_short' },
] ,
'view_params' : {
'label_quantity' : 'Shipped Quantity (units)' ,
'month_field' : 'ready_d_month' ,
'model' : custom_models . Delivery ,
'decimal_rounding' : 4 ,
'limit' : 15 ,
'order_by' : '-annotation' ,
'aggregations' : [
{ 'function' : 'Sum' , 'value' : 'ready_quantity' },
{ 'function' : 'Custom' , 'value' : Cast ( Sum ( 'ontime_quantity' ), FloatField ()) / Cast ( Sum ( 'ready_quantity' ), FloatField ())},
] ,
'include_filters_extra' : {
'monitor__isnull' : False ,
'ready_quantity__gt' : 0 ,
}
},
},
'footer' : {
'select_name' : 'group_by' ,
'select_values' : {
'self' : 'Material Supplier' ,
'vendor__name' : 'T1 Vendor' ,
'ready_d_month__year_month_name_short' : 'Shipment Month'
}
},
} The core panel attributes are (non-core attributes are described separately):
title visible title of the panel frame (if None, then the panel frame is not visible, only its content)
height in px defined as an integer value
width based on a divider of 12 as used by Bootstrap (full width is 12 and allowed values are 2, 3, 4, 5, 6, 7, 8, 9, 10, and 12)
row_start to make the panel start at a new row (only if full_row is False)
row_end to make the panel close an existing row (only if full_row is False and the panel is following another panel that has the row_start set to True)
type the type of panel used for JavaScript rendering (e.g. 'combo_double_y_axis', 'PieChart', 'regular_table', 'activityflow', etc. with full list below)
url_name URL of either the panel content or the panel frame used for rendering (e.g. 'frame_table', 'frame_chartjs', etc. with full list below)
url_action_name URL of the panel content (only applicable if the url_name is not referring to a panel frame)
footer the footer content of the panel
Copy {
'select_name' : 'group_by' ,
'select_values' : {
'self' : 'Material Supplier' ,
'vendor__name' : 'T1 Vendor' ,
'ready_d_month__year_month_name_short' : 'Shipment Month'
}
} Buttons (list of dictionaries):
Copy 'buttons' : [
{
'allowed_user_groups' : [
'Editor Group' ,
'Viewer Group' ,
] ,
'type' : 'url_action' ,
'label' : 'Queue' ,
'icon' : 'plus' ,
'dependency_list' : 'panel_follow_up_review_tracking' ,
'url' : reverse_lazy_panel ( 'action_monitor' , kwargs = {
'category' : 'is_in_queue_True' ,
}),
},
{
'allowed_user_groups' : [
'Editor Group' ,
'Viewer Group' ,
] ,
'type' : 'url_action' ,
'label' : 'Queue' ,
'icon' : 'minus' ,
'dependency_list' : 'panel_follow_up_review_tracking' ,
'url' : reverse_lazy_panel ( 'action_monitor' , kwargs = {
'category' : 'is_in_queue_False' ,
}),
},
{
'allowed_user_groups' : [
'Editor Group' ,
'Viewer Group' ,
] ,
'type' : 'url_action' ,
'label' : 'Remark' ,
'icon' : 'floppy-disk' ,
'url' : reverse_lazy_panel ( 'action_monitor' , kwargs = {
'category' : 'survey_remark' ,
}),
},
] content the content of the panel
Filter content
Panel Content
The config of a panel's panel content depends on the type of content.
Selectpickers Panels 
