Add bulk update functionality for trainees from spreadsheet input

generic/views.py

@@ -4254,6 +4254,121 @@ def trainees(request, grade: None | str = None):
     return render(request, "generic/trainees.html", context)
 
 
+@user_is_cid_user_manager
+def trainees_bulk_update_from_spreadsheet(request):
+    """Bulk update trainees based on pasted spreadsheet-like data.
+
+    The view works in two stages:
+    - Preview: parse the pasted text and show rows with any matched user / supervisor
+    - Apply: apply grade and supervisor updates for matched users
+    """
+    logger.debug("Trainees bulk update called")
+
+    import re
+
+    preview = []
+    report = None
+
+    if request.method == "POST":
+        action = request.POST.get("action", "preview")
+        data = request.POST.get("data", "")
+
+        lines = [l.strip() for l in data.splitlines()]
+
+        current_grade = None
+
+        for line in lines:
+            if not line:
+                continue
+
+            # detect grade headings like 'Year 1 - Group 1' -> ST1
+            m = re.search(r"Year\s*(\d+)", line, re.IGNORECASE)
+            if m:
+                num = m.group(1)
+                current_grade = f"ST{num}"
+                continue
+
+            # split columns by tab or two+ spaces
+            parts = re.split(r"\t| {2,}", line)
+            if len(parts) < 2:
+                # maybe single-space separated; try splitting on tab or single tab
+                parts = [p.strip() for p in line.split("\t") if p.strip()]
+
+            if not parts:
+                continue
+
+            name_part = parts[0].strip()
+            supervisor_part = parts[1].strip() if len(parts) > 1 else ""
+
+            # normalize name (remove parenthetical annotations)
+            norm_name = re.sub(r"\s*\([^)]*\)", "", name_part).strip()
+            # split into tokens; assume first token is first name, last token is last name
+            tokens = [t for t in re.split(r"\s+", norm_name) if t]
+            first = tokens[0] if tokens else ""
+            last = tokens[-1] if tokens else ""
+
+            matched_user = None
+            if first and last:
+                qs = User.objects.filter(first_name__iexact=first, last_name__iexact=last)
+                if not qs.exists():
+                    qs = User.objects.filter(last_name__iexact=last)
+                if qs.exists():
+                    matched_user = qs.first()
+
+            matched_supervisor = None
+            if supervisor_part:
+                sup_qs = Supervisor.objects.filter(name__icontains=supervisor_part)
+                if sup_qs.exists():
+                    matched_supervisor = sup_qs.first()
+
+            preview.append(
+                {
+                    "raw": line,
+                    "name": name_part,
+                    "norm_name": norm_name,
+                    "first": first,
+                    "last": last,
+                    "supervisor_text": supervisor_part,
+                    "matched_user": matched_user,
+                    "matched_supervisor": matched_supervisor,
+                    "grade": current_grade,
+                }
+            )
+
+        if action == "apply":
+            updated = 0
+            skipped = 0
+            for row in preview:
+                user = row.get("matched_user")
+                if not user:
+                    skipped += 1
+                    continue
+
+                profile = user.userprofile
+
+                # apply grade if present
+                grade_name = row.get("grade")
+                if grade_name:
+                    grade_obj, _ = UserGrades.objects.get_or_create(name=grade_name)
+                    profile.grade = grade_obj
+
+                # apply supervisor if matched
+                sup = row.get("matched_supervisor")
+                if sup:
+                    profile.supervisor = sup
+
+                profile.save()
+                updated += 1
+
+            report = {"updated": updated, "skipped": skipped}
+
+    return render(
+        request,
+        "generic/trainees_bulk_update.html",
+        {"preview": preview, "report": report},
+    )
+
+
 def create_trainee(request, context=None):
     return create_user(request, context, trainee=True)