Add bulk update functionality for trainees from spreadsheet input
This commit is contained in:
Ross
@@ -11,6 +11,7 @@
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{% endfor %}
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(<a href="{% url 'create_trainee' %}" title="Click to add a trainee to the platform, creating an account for them.">Add trainee</a>)
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(<a href="{% url 'accounts_bulk_create' %}" title="Click to create multiple trainees at once.">Bulk create</a>)
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(<a href="{% url 'trainees_bulk_update_from_spreadsheet' %}" title="Click to update multiple trainees at once.">Bulk update</a>)
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<h2>
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{% if grade %}
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@@ -0,0 +1,50 @@
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{% extends 'generic/base.html' %}
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{% block content %}
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<h2>Bulk update trainees (paste spreadsheet text)</h2>
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<p>Paste the spreadsheet rows below. Headings like "Year 1 - Group 1" are used to set the grade (Year N -> STN). Rows should contain "Name <tab or 2+spaces> Supervisor".</p>
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<form method="post">
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{% csrf_token %}
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<textarea name="data" rows="18" style="width:100%">{% if request.POST.data %}{{ request.POST.data }}{% endif %}</textarea>
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<div style="margin-top:8px">
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<button type="submit" name="action" value="preview" class="btn btn-primary">Preview</button>
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<button type="submit" name="action" value="apply" class="btn btn-danger" onclick="return confirm('This will apply updates to matched trainee profiles. Are you sure?')">Apply updates</button>
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</div>
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</form>
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{% if preview %}
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<h3>Preview ({{ preview|length }} rows)</h3>
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<table class="table table-sm">
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<thead>
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<tr>
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<th>Raw</th>
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<th>Name</th>
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<th>Grade</th>
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<th>Matched user</th>
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<th>Supervisor text</th>
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<th>Matched supervisor</th>
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</tr>
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</thead>
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<tbody>
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{% for r in preview %}
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<tr>
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<td><pre style="margin:0">{{ r.raw }}</pre></td>
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<td>{{ r.norm_name }}</td>
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<td>{{ r.grade }}</td>
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<td>{% if r.matched_user %}<a href="{% url 'account_profile' r.matched_user.username %}">{{ r.matched_user.first_name }} {{ r.matched_user.last_name }}</a>{% else %}<span style="color:red">No match</span>{% endif %}</td>
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<td>{{ r.supervisor_text }}</td>
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<td>{% if r.matched_supervisor %}<a href="{% url 'generic:supervisor_detail' r.matched_supervisor.pk %}">{{ r.matched_supervisor.name }}</a>{% else %}<span style="color:red">No match</span>{% endif %}</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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{% endif %}
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{% if report %}
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<h3>Apply report</h3>
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<p>Updated: {{ report.updated }}; Skipped (no user matched): {{ report.skipped }}</p>
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{% endif %}
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{% endblock %}
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@@ -4254,6 +4254,121 @@ def trainees(request, grade: None | str = None):
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return render(request, "generic/trainees.html", context)
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@user_is_cid_user_manager
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def trainees_bulk_update_from_spreadsheet(request):
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"""Bulk update trainees based on pasted spreadsheet-like data.
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The view works in two stages:
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- Preview: parse the pasted text and show rows with any matched user / supervisor
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- Apply: apply grade and supervisor updates for matched users
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"""
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logger.debug("Trainees bulk update called")
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import re
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preview = []
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report = None
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if request.method == "POST":
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action = request.POST.get("action", "preview")
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data = request.POST.get("data", "")
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lines = [l.strip() for l in data.splitlines()]
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current_grade = None
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for line in lines:
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if not line:
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continue
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# detect grade headings like 'Year 1 - Group 1' -> ST1
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m = re.search(r"Year\s*(\d+)", line, re.IGNORECASE)
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if m:
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num = m.group(1)
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current_grade = f"ST{num}"
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continue
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# split columns by tab or two+ spaces
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parts = re.split(r"\t| {2,}", line)
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if len(parts) < 2:
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# maybe single-space separated; try splitting on tab or single tab
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parts = [p.strip() for p in line.split("\t") if p.strip()]
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if not parts:
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continue
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name_part = parts[0].strip()
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supervisor_part = parts[1].strip() if len(parts) > 1 else ""
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# normalize name (remove parenthetical annotations)
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norm_name = re.sub(r"\s*\([^)]*\)", "", name_part).strip()
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# split into tokens; assume first token is first name, last token is last name
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tokens = [t for t in re.split(r"\s+", norm_name) if t]
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first = tokens[0] if tokens else ""
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last = tokens[-1] if tokens else ""
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matched_user = None
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if first and last:
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qs = User.objects.filter(first_name__iexact=first, last_name__iexact=last)
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if not qs.exists():
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qs = User.objects.filter(last_name__iexact=last)
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if qs.exists():
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matched_user = qs.first()
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matched_supervisor = None
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if supervisor_part:
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sup_qs = Supervisor.objects.filter(name__icontains=supervisor_part)
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if sup_qs.exists():
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matched_supervisor = sup_qs.first()
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preview.append(
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{
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"raw": line,
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"name": name_part,
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"norm_name": norm_name,
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"first": first,
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"last": last,
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"supervisor_text": supervisor_part,
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"matched_user": matched_user,
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"matched_supervisor": matched_supervisor,
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"grade": current_grade,
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}
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)
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if action == "apply":
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updated = 0
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skipped = 0
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for row in preview:
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user = row.get("matched_user")
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if not user:
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skipped += 1
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continue
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profile = user.userprofile
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# apply grade if present
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grade_name = row.get("grade")
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if grade_name:
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grade_obj, _ = UserGrades.objects.get_or_create(name=grade_name)
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profile.grade = grade_obj
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# apply supervisor if matched
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sup = row.get("matched_supervisor")
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if sup:
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profile.supervisor = sup
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profile.save()
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updated += 1
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report = {"updated": updated, "skipped": skipped}
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return render(
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request,
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"generic/trainees_bulk_update.html",
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{"preview": preview, "report": report},
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)
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def create_trainee(request, context=None):
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return create_user(request, context, trainee=True)
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@@ -74,6 +74,9 @@ urlpatterns = [
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path(
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"accounts/trainees/<str:grade>/", generic_views.trainees, name="trainees_grade"
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),
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path(
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"accounts/trainees/bulk_update/spreadsheet", generic_views.trainees_bulk_update_from_spreadsheet, name="trainees_bulk_update_from_spreadsheet"
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),
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path(
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"accounts/update/<str:slug>/",
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views.UpdateUserView.as_view(),
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