Closes #9249: Ignore case for device/VM names

docs/release-notes/version-3.4.md

@@ -3,8 +3,13 @@
 !!! warning "PostgreSQL 11 Required"
     NetBox v3.4 requires PostgreSQL 11 or later.
 
+### Breaking Changes
+
+* Device and virtual machine names are no longer case-sensitive. Attempting to create e.g. "device1" and "DEVICE1" will raise a validation error.
+
 ### Enhancements
 
+* [#9249](https://github.com/netbox-community/netbox/issues/9249) - Device and virtual machine names are no longer case-sensitive
 * [#9892](https://github.com/netbox-community/netbox/issues/9892) - Add optional `name` field for FHRP groups
 
 ### Plugins API

netbox/dcim/filtersets.py

@@ -887,6 +887,9 @@ class DeviceFilterSet(NetBoxModelFilterSet, TenancyFilterSet, ContactModelFilter
         to_field_name='slug',
         label='Device model (slug)',
     )
+    name = MultiValueCharFilter(
+        lookup_expr='iexact'
+    )
     status = django_filters.MultipleChoiceFilter(
         choices=DeviceStatusChoices,
         null_value=None
@@ -950,7 +953,7 @@ class DeviceFilterSet(NetBoxModelFilterSet, TenancyFilterSet, ContactModelFilter
 
     class Meta:
         model = Device
-        fields = ['id', 'name', 'asset_tag', 'face', 'position', 'airflow', 'vc_position', 'vc_priority']
+        fields = ['id', 'asset_tag', 'face', 'position', 'airflow', 'vc_position', 'vc_priority']
 
     def search(self, queryset, name, value):
         if not value.strip():

netbox/dcim/migrations/0162_unique_constraints.py

@@ -1,4 +1,5 @@
 from django.db import migrations, models
+import django.db.models.functions.text
 
 
 class Migration(migrations.Migration):
@@ -170,11 +171,11 @@ class Migration(migrations.Migration):
         ),
         migrations.AddConstraint(
             model_name='device',
-            constraint=models.UniqueConstraint(fields=('name', 'site', 'tenant'), name='dcim_device_unique_name_site_tenant'),
+            constraint=models.UniqueConstraint(django.db.models.functions.text.Lower('name'), models.F('site'), models.F('tenant'), name='dcim_device_unique_name_site_tenant'),
         ),
         migrations.AddConstraint(
             model_name='device',
-            constraint=models.UniqueConstraint(condition=models.Q(('tenant__isnull', True)), fields=('name', 'site'), name='dcim_device_unique_name_site', violation_error_message='Device name must be unique per site.'),
+            constraint=models.UniqueConstraint(django.db.models.functions.text.Lower('name'), models.F('site'), condition=models.Q(('tenant__isnull', True)), name='dcim_device_unique_name_site', violation_error_message='Device name must be unique per site.'),
         ),
         migrations.AddConstraint(
             model_name='device',

netbox/dcim/models/devices.py

@@ -8,6 +8,7 @@
 from django.core.validators import MaxValueValidator, MinValueValidator
 from django.db import models
 from django.db.models import F, ProtectedError
+from django.db.models.functions import Lower
 from django.urls import reverse
 from django.utils.safestring import mark_safe
 
@@ -662,11 +663,11 @@ class Meta:
         ordering = ('_name', 'pk')  # Name may be null
         constraints = (
             models.UniqueConstraint(
-                fields=('name', 'site', 'tenant'),
+                Lower('name'), 'site', 'tenant',
                 name='%(app_label)s_%(class)s_unique_name_site_tenant'
             ),
             models.UniqueConstraint(
-                fields=('name', 'site'),
+                Lower('name'), 'site',
                 name='%(app_label)s_%(class)s_unique_name_site',
                 condition=Q(tenant__isnull=True),
                 violation_error_message="Device name must be unique per site."

netbox/dcim/tests/test_filtersets.py

@@ -1611,6 +1611,9 @@ def setUpTestData(cls):
     def test_name(self):
         params = {'name': ['Device 1', 'Device 2']}
         self.assertEqual(self.filterset(params, self.queryset).qs.count(), 2)
+        # Test case insensitivity
+        params = {'name': ['DEVICE 1', 'DEVICE 2']}
+        self.assertEqual(self.filterset(params, self.queryset).qs.count(), 2)
 
     def test_asset_tag(self):
         params = {'asset_tag': ['1001', '1002']}

netbox/dcim/tests/test_models.py

@@ -399,6 +399,27 @@ def test_multiple_unnamed_devices(self):
 
         self.assertEqual(Device.objects.filter(name__isnull=True).count(), 2)
 
+    def test_device_name_case_sensitivity(self):
+
+        device1 = Device(
+            site=self.site,
+            device_type=self.device_type,
+            device_role=self.device_role,
+            name='device 1'
+        )
+        device1.save()
+
+        device2 = Device(
+            site=device1.site,
+            device_type=device1.device_type,
+            device_role=device1.device_role,
+            name='DEVICE 1'
+        )
+
+        # Uniqueness validation for name should ignore case
+        with self.assertRaises(ValidationError):
+            device2.full_clean()
+
     def test_device_duplicate_names(self):
 
         device1 = Device(

netbox/virtualization/filtersets.py

@@ -6,7 +6,7 @@
 from ipam.models import VRF
 from netbox.filtersets import OrganizationalModelFilterSet, NetBoxModelFilterSet
 from tenancy.filtersets import TenancyFilterSet, ContactModelFilterSet
-from utilities.filters import MultiValueMACAddressFilter, TreeNodeMultipleChoiceFilter
+from utilities.filters import MultiValueCharFilter, MultiValueMACAddressFilter, TreeNodeMultipleChoiceFilter
 from .choices import *
 from .models import Cluster, ClusterGroup, ClusterType, VirtualMachine, VMInterface
 
@@ -196,6 +196,9 @@ class VirtualMachineFilterSet(
         to_field_name='slug',
         label='Site (slug)',
     )
+    name = MultiValueCharFilter(
+        lookup_expr='iexact'
+    )
     role_id = django_filters.ModelMultipleChoiceFilter(
         queryset=DeviceRole.objects.all(),
         label='Role (ID)',
@@ -227,7 +230,7 @@ class VirtualMachineFilterSet(
 
     class Meta:
         model = VirtualMachine
-        fields = ['id', 'name', 'cluster', 'vcpus', 'memory', 'disk']
+        fields = ['id', 'cluster', 'vcpus', 'memory', 'disk']
 
     def search(self, queryset, name, value):
         if not value.strip():

netbox/virtualization/migrations/0033_unique_constraints.py

@@ -1,4 +1,5 @@
 from django.db import migrations, models
+import django.db.models.functions.text
 
 
 class Migration(migrations.Migration):
@@ -30,11 +31,11 @@ class Migration(migrations.Migration):
         ),
         migrations.AddConstraint(
             model_name='virtualmachine',
-            constraint=models.UniqueConstraint(fields=('name', 'cluster', 'tenant'), name='virtualization_virtualmachine_unique_name_cluster_tenant'),
+            constraint=models.UniqueConstraint(django.db.models.functions.text.Lower('name'), models.F('cluster'), models.F('tenant'), name='virtualization_virtualmachine_unique_name_cluster_tenant'),
         ),
         migrations.AddConstraint(
             model_name='virtualmachine',
-            constraint=models.UniqueConstraint(condition=models.Q(('tenant__isnull', True)), fields=('name', 'cluster'), name='virtualization_virtualmachine_unique_name_cluster', violation_error_message='Virtual machine name must be unique per site.'),
+            constraint=models.UniqueConstraint(django.db.models.functions.text.Lower('name'), models.F('cluster'), condition=models.Q(('tenant__isnull', True)), name='virtualization_virtualmachine_unique_name_cluster', violation_error_message='Virtual machine name must be unique per cluster.'),
         ),
         migrations.AddConstraint(
             model_name='vminterface',

netbox/virtualization/models.py

@@ -3,6 +3,7 @@
 from django.core.validators import MinValueValidator
 from django.db import models
 from django.db.models import Q
+from django.db.models.functions import Lower
 from django.urls import reverse
 
 from dcim.models import BaseInterface, Device
@@ -318,14 +319,14 @@ class Meta:
         ordering = ('_name', 'pk')  # Name may be non-unique
         constraints = (
             models.UniqueConstraint(
-                fields=('name', 'cluster', 'tenant'),
+                Lower('name'), 'cluster', 'tenant',
                 name='%(app_label)s_%(class)s_unique_name_cluster_tenant'
             ),
             models.UniqueConstraint(
-                fields=('name', 'cluster'),
+                Lower('name'), 'cluster',
                 name='%(app_label)s_%(class)s_unique_name_cluster',
                 condition=Q(tenant__isnull=True),
-                violation_error_message="Virtual machine name must be unique per site."
+                violation_error_message="Virtual machine name must be unique per cluster."
             ),
         )
 

netbox/virtualization/tests/test_filtersets.py

@@ -299,6 +299,9 @@ def setUpTestData(cls):
     def test_name(self):
         params = {'name': ['Virtual Machine 1', 'Virtual Machine 2']}
         self.assertEqual(self.filterset(params, self.queryset).qs.count(), 2)
+        # Test case insensitivity
+        params = {'name': ['VIRTUAL MACHINE 1', 'VIRTUAL MACHINE 2']}
+        self.assertEqual(self.filterset(params, self.queryset).qs.count(), 2)
 
     def test_vcpus(self):
         params = {'vcpus': [1, 2]}

netbox/virtualization/tests/test_models.py

@@ -8,12 +8,14 @@
 
 class VirtualMachineTestCase(TestCase):
 
-    def test_vm_duplicate_name_per_cluster(self):
+    @classmethod
+    def setUpTestData(cls):
         cluster_type = ClusterType.objects.create(name='Cluster Type 1', slug='cluster-type-1')
-        cluster = Cluster.objects.create(name='Cluster 1', type=cluster_type)
+        Cluster.objects.create(name='Cluster 1', type=cluster_type)
 
+    def test_vm_duplicate_name_per_cluster(self):
         vm1 = VirtualMachine(
-            cluster=cluster,
+            cluster=Cluster.objects.first(),
             name='Test VM 1'
         )
         vm1.save()
@@ -43,7 +45,7 @@ def test_vm_duplicate_name_per_cluster(self):
         vm2.save()
 
     def test_vm_mismatched_site_cluster(self):
-        cluster_type = ClusterType.objects.create(name='Cluster Type 1', slug='cluster-type-1')
+        cluster_type = ClusterType.objects.first()
 
         sites = (
             Site(name='Site 1', slug='site-1'),
@@ -71,3 +73,19 @@ def test_vm_mismatched_site_cluster(self):
         # VM with cluster site but no direct site should fail
         with self.assertRaises(ValidationError):
             VirtualMachine(name='vm1', site=None, cluster=clusters[0]).full_clean()
+
+    def test_vm_name_case_sensitivity(self):
+        vm1 = VirtualMachine(
+            cluster=Cluster.objects.first(),
+            name='virtual machine 1'
+        )
+        vm1.save()
+
+        vm2 = VirtualMachine(
+            cluster=vm1.cluster,
+            name='VIRTUAL MACHINE 1'
+        )
+
+        # Uniqueness validation for name should ignore case
+        with self.assertRaises(ValidationError):
+            vm2.full_clean()