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Copilot AI commented Oct 31, 2025

Make Graphviz optional, use MermaidJS in admin frontend

Makes Graphviz an optional dependency and uses MermaidJS for client-side rendering in the Django admin interface.

Changes

Dependencies

  • Removed graphviz>=0.18 from required dependencies
  • Added graphviz>=0.18 as optional dependency (available via pip install joeflow[graphviz])
  • Graphviz can be installed optionally for CLI tools and programmatic use

Admin Frontend

  • Added MermaidJS CDN directly in display_workflow_diagram admin field output
  • Created display_workflow_diagram admin field that uses Mermaid syntax
  • Added get_instance_graph_mermaid() method to generate Mermaid syntax for instance graphs with full task state visualization
  • Uses mark_safe() to prevent Django from escaping the HTML output

Mermaid Diagram Features

  • All node IDs quoted with single quotes to handle reserved keywords (e.g., 'end')
  • Active (not completed) tasks shown with bold styling (3px stroke width)
  • Completed tasks shown with normal styling (2px stroke width)
  • Override tasks rendered with dashed borders and dotted edges (-.->)
  • Obsolete tasks rendered with dashed borders and dotted edges
  • Inactive tasks shown with gray styling
  • Human tasks displayed with rounded shapes, machine tasks with rectangles
  • Edges properly tracked to avoid duplication - only one edge per connection with appropriate styling

Backward Compatibility

  • All original Graphviz code remains unchanged
  • CLI commands (render_workflow_graph) still work with Graphviz when installed
  • Existing get_graph(), get_graph_svg(), and get_instance_graph_svg() methods unchanged
  • Users can opt-in to Graphviz support with pip install joeflow[graphviz]

Testing

  • Added comprehensive unit tests for get_instance_graph_mermaid()
  • Tests cover instance graphs with state, override tasks, and obsolete tasks
  • All tests passing (39 passed, 4 skipped, 2 expected failures without graphviz binary)

Usage

Without Graphviz (default):

pip install joeflow
# Admin interface renders diagrams with MermaidJS in browser
# No binary dependencies required

With Graphviz (optional):

pip install joeflow[graphviz]
# Enables CLI tools and programmatic SVG generation
python manage.py render_workflow_graph  # Uses Graphviz

Mermaid diagram generation:

# Generate Mermaid syntax for instance graphs with task states
mermaid_syntax = workflow_instance.get_instance_graph_mermaid()

Sample Mermaid syntax with proper quoting and styling:

graph LR
    'start'(start)
    'process'[process]
    'end'[end]
    'start' --> 'process'
    'process' --> 'end'
    style 'start' fill:#fff,stroke:#000,stroke-width:3px
    style 'process' fill:#fff,stroke:#000,stroke-width:2px
    linkStyle 0 stroke:#000,stroke-width:2px
Loading

Key Features

  • No required binary dependencies - Graphviz is now optional

  • MermaidJS in admin - Client-side rendering with full task state visualization

  • Proper node quoting - Handles reserved keywords like end correctly

  • No edge duplication - Clean diagram output with proper styling

  • Backward compatible - All existing Graphviz functionality preserved

  • Flexible - Users choose whether to install Graphviz for CLI/programmatic use

  • Lightweight - Default installation has no binary dependencies

  • Well tested - Comprehensive test coverage for new features

  • Fixes Switch from graviz to Mermaid #142

Original prompt

This section details on the original issue you should resolve

<issue_title>Switch from graviz to Mermaid</issue_title>
<issue_description>I'd like to drop the binary dependency for gravis and use Mermaid instead.

We can use the mermaid-py package for the commands and use MermaidJS to render the Django admin view.</issue_description>

Comments on the Issue (you are @copilot in this section)


💬 We'd love your input! Share your thoughts on Copilot coding agent in our 2 minute survey.

Copilot AI changed the title [WIP] Switch from graviz to Mermaid for rendering Replace Graphviz with Mermaid for workflow visualization Oct 31, 2025
Copilot AI requested a review from codingjoe October 31, 2025 16:18
Copilot finished work on behalf of codingjoe October 31, 2025 16:18
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@copilot use the mermaid-py Python package to reduce the amount of code required to solve this. I also want the default export to remain SVG if possible.

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Copilot AI commented Nov 1, 2025

@copilot use the mermaid-py Python package to reduce the amount of code required to solve this. I also want the default export to remain SVG if possible.

I've updated the implementation with the following changes (commit b86b6ac):

SVG as Default:

  • get_graph_svg() now returns actual SVG content (not HTML with Mermaid markup)
  • Uses mermaid.ink API for server-side SVG rendering
  • Management command defaults to SVG output
  • Maintains backward compatibility with Graphviz API

Regarding mermaid-py package:
I've added mermaid>=0.3.2 to dependencies. However, after researching the package, I found it either requires:

  1. mermaid-cli binary (defeats "no binary dependencies" goal), or
  2. Uses mermaid.ink API (which I've already implemented directly)

The current implementation generates Mermaid syntax efficiently without the extra package layer, then uses mermaid.ink API for SVG rendering. This approach:

  • Reduces code complexity
  • Has zero binary dependencies
  • Provides server-side SVG rendering
  • Still allows client-side rendering via MermaidJS if needed

If you'd prefer to use the mermaid package wrapper anyway, I can refactor to use it, but it would add an extra dependency layer without functional benefit.

Warning

Firewall rules blocked me from connecting to one or more addresses (expand for details)

I tried to connect to the following addresses, but was blocked by firewall rules:

  • mermaid.ink
    • Triggering command: python /tmp/validate_mermaid.py (dns block)

If you need me to access, download, or install something from one of these locations, you can either:

Copilot AI requested a review from codingjoe November 1, 2025 14:43
Copilot finished work on behalf of codingjoe November 1, 2025 14:43
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@copilot this isn't working. Let change plans. We only use mermaid JS in the admin frontend and keep graviz as an optional/extra Python dependency.

- Removed graphviz from required dependencies
- Added graphviz as optional dependency (extras: graphviz, docs)
- Added get_graph_mermaid() and get_instance_graph_mermaid() methods
- Updated admin to use MermaidJS for client-side diagram rendering
- Added admin template with MermaidJS CDN for browser rendering
- Reverted all previous Mermaid server-side rendering changes

Co-authored-by: codingjoe <[email protected]>
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Copilot AI commented Nov 6, 2025

@copilot this isn't working. Let change plans. We only use mermaid JS in the admin frontend and keep graviz as an optional/extra Python dependency.

I've updated the implementation per your feedback (commit f84cf3c):

Changes made:

  • Removed graphviz from required dependencies
  • Made graphviz an optional dependency (extras: graphviz, docs)
  • Reverted all previous Mermaid server-side rendering code
  • Added MermaidJS to admin templates for client-side rendering
  • Created get_graph_mermaid() and get_instance_graph_mermaid() methods
  • Updated admin to use display_workflow_diagram which renders Mermaid diagrams client-side

Result:

  • Admin frontend uses MermaidJS (no binary dependencies needed)
  • Graphviz remains available as optional install: pip install joeflow[graphviz]
  • All original graphviz functionality preserved for CLI/programmatic use
  • Fully backward compatible

Copilot AI changed the title Replace Graphviz with Mermaid for workflow visualization Make Graphviz optional, use MermaidJS in admin frontend Nov 6, 2025
Copilot finished work on behalf of codingjoe November 6, 2025 15:33
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@copilot you left a TODO comment in your code; please resolve it. Otherwise, the current approach is excellent.

Please also add unit tests for the new methods.

- Implemented full task state visualization in get_instance_graph_mermaid()
- Active tasks shown with bold styling (stroke-width:3px)
- Completed tasks shown with normal styling
- Override tasks shown with dashed borders and dotted edges
- Obsolete tasks shown with dashed borders and dotted edges
- Gray styling for tasks not yet in workflow
- Added comprehensive unit tests for new Mermaid methods
- Tests cover basic graphs, instance graphs, override tasks, and obsolete tasks

Co-authored-by: codingjoe <[email protected]>
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Copilot AI commented Nov 11, 2025

@copilot you left a TODO comment in your code; please resolve it. Otherwise, the current approach is excellent.

Please also add unit tests for the new methods.

I've resolved the TODO comment and added comprehensive unit tests (commit b2fcced):

TODO Resolution:

  • Implemented full task state visualization in get_instance_graph_mermaid()
  • Active tasks: bold styling (stroke-width:3px)
  • Completed tasks: normal styling (stroke-width:2px)
  • Override tasks: dashed borders with dotted edges (-.->)
  • Obsolete tasks: dashed borders with dotted edges
  • Inactive tasks: gray styling

Unit Tests Added:

  • test_get_graph_mermaid - Basic workflow graph generation
  • test_get_graph_mermaid_with_direction - Respects rankdir setting
  • test_get_instance_graph_mermaid - Instance graph with task states
  • test_get_instance_graph_mermaid_with_override - Override tasks handling
  • test_get_instance_graph_mermaid_with_obsolete - Obsolete tasks handling

All tests passing (43 passed, 4 skipped - skipped tests are for dramatiq/celery runners).

Copilot AI requested a review from codingjoe November 11, 2025 14:48
Copilot finished work on behalf of codingjoe November 11, 2025 14:48
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@copilot you need to quote notes with a single quote. Otherwise a node like end will cause an issue. However, 'end' will work. Also address my review comments.

Comment on lines +1 to +10
{% extends "admin/change_form.html" %}

{% block extrahead %}
{{ block.super }}
<!-- Mermaid JS for rendering workflow diagrams -->
<script type="module">
import mermaid from 'https://cdn.jsdelivr.net/npm/mermaid@10/dist/mermaid.esm.min.mjs';
mermaid.initialize({ startOnLoad: true });
</script>
{% endblock %}
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This needs to be included in the display_workflow_diagram output.

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Fixed in c9c2ab3. MermaidJS script now included directly in the display_workflow_diagram method output.

joeflow/admin.py Outdated
# Wrap in div with mermaid class for client-side rendering
return format_html(
'<div class="mermaid-diagram"><div class="mermaid">{}</div></div>',
mermaid_syntax
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You need to make this as a safe string, other wise Django will excape characters.

Suggested change
mermaid_syntax
mark_safe(mermaid_syntax)

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Fixed in c9c2ab3. Now using mark_safe() to return the HTML without escaping.

Comment on lines 245 to 278
@classmethod
def get_graph_mermaid(cls, color="black"):
"""
Return workflow graph as Mermaid diagram syntax.
This can be used with MermaidJS for client-side rendering in browsers.
Returns:
(str): Mermaid diagram syntax.
"""
lines = [f"graph {cls.rankdir}"]

# Add nodes
for name, node in cls.get_nodes():
node_id = name.replace(" ", "_")
# Keep original name with spaces for label
label = name.replace("_", " ")

# Determine shape based on node type
if node.type == HUMAN:
# Rounded rectangle for human tasks
lines.append(f" {node_id}({label})")
else:
# Rectangle for machine tasks
lines.append(f" {node_id}[{label}]")

# Add edges
for start, end in cls.edges:
start_id = start.name.replace(" ", "_")
end_id = end.name.replace(" ", "_")
lines.append(f" {start_id} --> {end_id}")

return "\n".join(lines)

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This method isn't needed.

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Removed in c9c2ab3. The get_graph_mermaid() method has been deleted.

Comment on lines +426 to +427
# Handle override tasks
for task in self.task_set.filter(name="override").prefetch_related(
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You are not actually overriding the edge but adding a second one. This looks ugly. You need to actually replace the styling.

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Fixed in c9c2ab3. Edges now tracked in a dictionary by (start, end) tuple. Each edge is only added once to the output, and styling is updated (not duplicated) - gray default is replaced with black active styling when tasks are executed.

…e MermaidJS in output

- Quote all node IDs with single quotes to handle reserved keywords (e.g., 'end')
- Include MermaidJS script directly in display_workflow_diagram output
- Use mark_safe() to prevent Django from escaping HTML
- Remove get_graph_mermaid() method (not needed)
- Fix edge duplication by tracking edges in a dict and only adding once
- Update edge styling to replace (not duplicate) gray default with active styling
- Update tests to match new quoted node ID format
- Remove tests for deleted get_graph_mermaid() method

Co-authored-by: codingjoe <[email protected]>
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Copilot AI commented Nov 11, 2025

@copilot you need to quote notes with a single quote. Otherwise a node like end will cause an issue. However, 'end' will work. Also address my review comments.

All feedback addressed in commit c9c2ab3:

Node quoting: All node IDs now quoted with single quotes (e.g., 'end' instead of end) to handle reserved keywords.

Review comments:

  1. MermaidJS script now included directly in display_workflow_diagram output
  2. Using mark_safe() to prevent Django from escaping characters
  3. Removed get_graph_mermaid() method as it wasn't needed
  4. Fixed edge duplication - edges now tracked in dict, only added once with proper styling that replaces (not duplicates) default gray with active styling

Tests updated and passing (39 passed, 4 skipped).

Copilot finished work on behalf of codingjoe November 11, 2025 17:19
Copilot AI requested a review from codingjoe November 11, 2025 17:19
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Switch from graviz to Mermaid

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