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v2026.5.9

Released 2026-05-09. First public release.

This release covers a sixteen-phase build that took the plugin from "scaffold" to "shipped" in about 24 hours of focused work. Every phase shipped end-to-end with tests, browser verification, and updated docs.

Schema

  • 8 migrations (0001 → 0008)
  • 7 models: ServiceProvider, Contract, Invoice, ContractAssignment, ContractAttachment, InvoiceAttachment, CostSnapshot
  • 4 ChoiceSet enums: ContractTypeChoices, CoverageHoursChoices, ResponseTimeChoices, RestorationTimeChoices, BillingPeriodChoices

What's in this release

Core data model

  • ServiceProvider, Contract, Invoice, ContractAssignment — the v1 spine
  • Generic-FK ContractAssignment so one contract row can cover any Nautobot model with a UUID PK
  • 4 statuses (Active / Expired / Cancelled / Pending) registered at install via data migration

Real-world contract structure (Phase 7)

  • Structured SLA fields on Contract: contract_type, coverage_hours, response_time, restoration_time, notice_period_days, auto_renew, term_months
  • Per-assignment scope on ContractAssignment: coverage_start, coverage_end, scope_notes, is_primary
  • Transitive coverage helper walking (self, tenant, location, rack, device) ancestry
  • CoverageGapJob + "Coverage Gaps" home dashboard panel

Cost analytics (Phase 8)

  • Contract.billing_period ChoiceSet (monthly/quarterly/semiannual/annual/one_time)
  • cost.py with 7 helpers (per-contract math + fleet-wide aggregations)
  • "Cost Summary" + "Renewal Forecast" home dashboard panels (per-currency, no FX conversion)
  • CostReportJob writes burn / renewal / top vendor / gap-count to JobLogEntry

Renewal Calendar (Phase 9 + 10)

  • Forward-looking month-by-month grid at /reports/renewal-calendar/
  • Single-hue amber saturation scale, dark-mode-aware, print-friendly
  • "NOW" badge + amber rails on the current month
  • Hover tooltips with per-cell contract names
  • Cross-link from the Renewal Forecast dashboard panel

Bulk CSV import (Phase 11)

  • Standard Nautobot import flow at /contracts/import/ — fully auto-wired by NautobotUIViewSetRouter
  • Sample CSV + format quirks docs in development/sample-data/

Action Required surface (Phase 12)

  • Centralized priority.action_priority() rubric — URGENT / WARNING / INFO
  • RenewalCheckJob refactored to use the same rubric (log lines tagged [URGENT] / [WARNING] / [INFO])
  • Dedicated page at /reports/action-required/ with three bucket cards
  • "Action Required" home dashboard panel showing top 5 priority items

Cost history time-series (Phase 13)

  • CostSnapshot model — write-once telemetry decoupled from Contract live state
  • cost.take_snapshot() + cost.history() helpers
  • CostHistoryJob for weekly persistence
  • /reports/cost-history/ page with three inline-SVG line charts (no JS chart library)

REST API for snapshots (Phase 14)

  • Read-only endpoint at /api/plugins/contracts/cost-snapshots/
  • DRF mixin composition (ListModelMixin + RetrieveModelMixin + GenericViewSet) — write methods aren't routable, returns 405
  • Filterable by snapshot_date__gte, snapshot_date__lte, currency

Cost-anomaly detection (Phase 15)

  • cost.detect_anomalies(threshold, lookback_weeks) helper
  • CostAnomalyJob with configurable thresholds
  • New currencies report pct_change=None so callers can render "NEW"

Notes (Phase 16)

  • Auto-wired by Nautobot's NautobotUIViewSetRouter — no plugin code needed
  • Markdown notes on every Contract / Invoice / ServiceProvider / Assignment / Attachment

Tests

73 integration tests + 9 anomaly tests = 82 tests, all passing. Coverage spans:

  • Transitive coverage walking
  • Severity rubric edge cases
  • billing_period normalization
  • Per-currency aggregation
  • Cost-history snapshot idempotency
  • Anomaly threshold logic
  • Calendar window math

Breaking changes

None — first release.

Known issues

  • Migration 0007_contract_billing_period defaults existing contracts to billing_period='monthly'. If you're somehow upgrading from a development copy that pre-dates Phase 8, edit annual/quarterly contracts after migration to fix the burn-rate calculation. (Not applicable to fresh installs.)

Upgrade path

This is the first release; install fresh per Install.