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CHABI

Internal portal of tools and utilities for the Octopus Energy Spain team

What is CHABI

CHABI is the Octopus Energy Spain internal portal where we centralize tools that make everyday work easier for the team.

CHABI — *Your 6 other arms* — brings operational utilities together in one place: invoice downloads, Kraken campaign management, CUPS requests, KMT tracking, communications calendar, and office tools. After logging in, the hub at `/home/` shows the tools you have access to.

CHABI main hub
CHABI hub overview

CHABI main hub

What is it for?

  • Automate repetitive tasks with Kraken and other systems
  • Coordinate communications and campaigns with the rest of the team
  • Manage operational requests (CUPS, KMTs, invoices)
  • Organize office life: bookings, supplies, events, and more

Each tool has its own permission. You will only see hub cards for tools your account is authorized to use. Access it from your browser at https://oees-chabi.com.

First access

To use CHABI you need a corporate account approved by the Tech team.

  1. Sign up

    Go to https://oees-chabi.com/accounts/signup/ and create your account with your corporate email (@octopusenergy.es, @octoenergy.com, @octo.es, @octoes.es, @octopusenergy.services, or @octopusenergylct.es).

  2. Wait for approval

    Your account stays pending until a superuser approves it and assigns the required roles. Contact [email protected] if it takes longer than expected.

  3. Log in

    Once approved, sign in at https://oees-chabi.com/accounts/login/ with your email and password. You will be redirected to the hub at `/home/`.

  4. Reset your password if needed

    From the login screen you can use "Forgot password?" to receive a reset link by email.

Signup and login
CHABI signup and login screen

Signup and login

Roles and permissions

Each CHABI tool is protected by a Django group. You will only see cards and routes you are authorized for.

Superusers see everything and can manage pending accounts at `/accounts/pending-users/`. Other users receive permissions when their account is approved or when roles are edited from that screen.

User management screen
CHABI user role management

User management screen

Groups and tools

Grupo / GroupHerramienta / Tool
InvoicesDownload Invoices
CUPS ManagerCUPS Manager
Campaign ManagerCampaign Manager
KMTsKMTs in progress
Communications Calendar (Viewer)Communications Calendar — view events
Communications Calendar (Creator)Communications Calendar — create events
Communications Calendar (Admin)Communications Calendar — edit and delete
Office ManagersOffice — admin features

Exceptions

  • Office appears on the hub for all authenticated users; basic features (Family Dinner, Going, Octo-Love) only require login.
  • Timlili is visible on the hub without a dedicated group; it is still in development.
  • If you open a URL without permission, you will get a 403 even if you know the route.

Download Invoices

Bulk download of invoices from Kraken by portfolio and date range.

This tool generates a ZIP with invoices organized by account folder. The process is asynchronous: you can wait on the web or receive an email when the file is ready.

Download Invoices
CHABI invoice download form

Download Invoices

How to use it

  1. Open Download Invoices

    From the hub at `/home/`, open the Download Invoices card (`/invoices/`).

  2. Configure the download

    Select the portfolio, start date, and end date for the period you need.

  3. Start the job

    Click download. CHABI creates a background job and shows progress. When finished, you can download the ZIP from the same screen.

  4. Email alternative

    If you choose email delivery, you will receive a link when the file is available.

What you get

  • ZIP with invoices grouped by account
  • Real-time job status polling
  • Scheduled jobs for paper invoices (internal operations)

Campaign Manager

Sync Kraken account campaigns via CSV and look up existing campaigns.

Campaign Manager lives at `/campaigns/` and groups four related flows. Allowed campaign slugs are configured in Django admin; if none exist, the tool shows a warning.

Campaign Manager
CHABI Campaign Manager hub

Campaign Manager

Sub-tools

  • Template — Download the CSV template with the correct columns to prepare your file.
  • Sync CSV files — Upload a CSV, review the preview, and launch async sync. Modes: full, add_only, and remove_only.
  • Quick lookup — Look up active campaigns for a specific account (read-only).
  • Reverse lookup — Find accounts with selected campaigns (via Cube.js) and export results to CSV.

Sync modes

  • full — replaces campaigns for accounts in the CSV
  • add_only — adds campaigns without removing existing ones
  • remove_only — removes only the campaigns listed in the CSV

CUPS Manager

Manage CUPS change requests (old code → new code) with Kraken validation.

CUPS Manager at `/cups/` lets you register electricity or gas supply changes. Requests go through pending and sent states; you can review yours in "My CUPS".

CUPS Manager
CHABI CUPS request form

CUPS Manager

How to create a request

  1. Open CUPS Manager

    From the hub, open the CUPS Manager card (`/cups/`).

  2. Fill in the form

    Enter the old CUPS, new CUPS, supply type (electricity or gas), and required details.

  3. Automatic validation

    CHABI validates CUPS format and queries Kraken. CUPS that are ON_SUPPLY are rejected.

  4. Check your pending requests

    At `/cups/my-cups/` you can view, edit, or delete your pending requests.

Important rules

  • The new CUPS must not already be on supply (ON_SUPPLY) in Kraken
  • On Fridays at 9:00 a pending CSV report is generated (internal operations)
  • States: pending (awaiting send) and sent

KMTs in progress

Register and view accounts and CUPS in active KMT projects.

KMTs in progress at `/kmts/` lets you register entries by project category, view a grouped dashboard, and export CSV by category.

KMTs in progress
CHABI KMTs dashboard

KMTs in progress

How to use it

  1. Register an entry

    On the main form, enter the KMT category, supply type, account, and optionally the CUPS.

  2. View the dashboard

    At `/kmts/dashboard/` you see entries grouped by category with a summary of registered accounts and CUPS.

  3. Export CSV

    From each category you can download a CSV of entries (`/kmts/category/<id>/csv/`).

What it is for

  • Centralized tracking of accounts in KMT projects
  • Categories configurable from Django admin
  • CSV export for external reporting

Communications Calendar

Shared calendar of customer communications: emails, campaigns, and planned notices.

Communications Calendar at `/communications/` shows a monthly calendar with communication events. The visible window starts in January 2026 and covers a rolling six months.

Communications Calendar
CHABI communications calendar

Communications Calendar

Roles

  • Viewer — view events on the calendar
  • Creator — create new events
  • Admin — edit and delete any user's events

Event fields

  • Campaign name and email subject
  • Send date and time
  • Audience, type (marketing, billing, incident), and status (sent, draft, scheduled)
  • Frequency, preview link, and notes

Office

Office life tools: events, bookings, supplies, and Octo-Love requests.

Office lives at `/office/` with its own sub-hub (blue "ocean" theme). All authenticated users can access it; some features require the Office Managers group.

Office
CHABI Office hub

Office

Sub-tools

Family Dinner

Team dinners: confirm or cancel your attendance. Creating events requires Office Managers.

Acceso / Access: Login

Going to the office

Monthly calendar to book office days individually or as a team.

Acceso / Access: Login

Material

Browse office supply inventory. Managing stock requires Office Managers.

Acceso / Access: Login / Office Managers

Octo-Love

Submit Octo-Love requests; a Kraken account note is created. Marking as sent requires Office Managers.

Acceso / Access: Login / Office Managers

Manage offices

Manage offices, capacity (people, dogs, babies), and configuration.

Acceso / Access: Office Managers

Timlili

Team scheduler — currently in development.

Timlili at `/timlili/` is CHABI's upcoming tool for team management and scheduling. It currently shows a placeholder while full functionality is being built.

Current status

  • Visible on the hub for all authenticated users
  • Team and TeamMember models manageable from Django admin
  • User interface not yet implemented (placeholder)
  • May not be deployed in all environments

Support and FAQ

Quick answers to the most common questions about CHABI.

Frequently asked questions

I signed up but cannot log in
Your account is pending approval. Contact [email protected] or a team superuser.
I don't see a tool on the hub
You need the corresponding Django group. Ask a superuser to review your roles in Pending Users.
Campaign Manager shows a slugs warning
An administrator must configure allowed campaign slugs in Django admin before using the tool.
Can I access it from my phone?
Yes, CHABI is a responsive web app. It works from your phone or computer browser.

Contact

For technical support: [email protected]

Repository

Source code and development docs: https://github.com/octopus-energy/chabi