Add merge category functionality for admin users with confirmation prompt

docker/docker-compose.yml

@@ -8,15 +8,19 @@ services:
     command: ["redis-server", "/usr/local/etc/redis/redis.conf"]
   web:
     build:
-      context: ..
+      # Use the rad/ directory as the build context and the Dockerfile inside it.
-      dockerfile: rad/Dockerfile
+      # This avoids relative path issues with different docker/compose versions and buildx.
+      context: ./rad
+      dockerfile: Dockerfile
     command: python manage.py runserver 0.0.0.0:8000
     #command: pip install -r requirements.txt
     volumes:
-      - ../:/usr/src/app      # mount the whole repo into the container
+      # Mount the rad app directory into the container WORKDIR used by the Dockerfile
-      - ./backups:/usr/src/backups
+      - ./rad:/usr/src/rad
-      - ./media:/usr/src/media
+      # Mount host media/static/backups into sensible container paths
-      - ./static:/usr/src/static
+      - ./backups:/usr/src/rad/backups
+      - ./media:/usr/src/rad/media
+      - ./static:/usr/src/rad/static
     ports:
       - 8000:8000
       - 3459:3459

generic/templates/generic/partials/question_review_form.html

@@ -4,7 +4,6 @@
       hx-swap="innerHTML"
       class="w-100">
     {% csrf_token %}
-
     <div class="row g-2 align-items-start">
         <div class="col-auto">
             <label class="form-label mb-1">Status</label>
@@ -22,15 +21,15 @@
             {% endif %}
         </div>
 
-        <div class="col">
+        <div class="col-md-12 mt-2">
             <label for="{{ form.comment.id_for_label }}" class="form-label mb-1">Comment</label>
             {{ form.comment }}
             {% if form.comment.errors %}
                 <div class="invalid-feedback d-block">{{ form.comment.errors|join:", " }}</div>
             {% endif %}
         </div>
-
+    </div>
-        <div class="col-auto d-flex align-items-end">
+    <div class="col-auto d-flex align-items-end mt-2">
         <button class="btn btn-primary" type="submit">Save</button>
     </div>
 </div>

generic/templates/generic/partials/supervisor_search_results.html

@@ -0,0 +1,12 @@
+{% if results %}
+  <ul style="list-style:none;padding:0;margin:0">
+    {% for item in results %}
+      <li style="margin:6px 0;">
+        <strong>{{ item.text|escape }}</strong>
+        <button type="button" onclick="setManualSupervisor({{ row }}, {{ item.id }}, '{{ item.text|escapejs }}')" style="margin-left:8px;">Select</button>
+      </li>
+    {% endfor %}
+  </ul>
+{% else %}
+  <div><em>No supervisors found</em></div>
+{% endif %}

generic/templates/generic/partials/user_search_results.html

@@ -0,0 +1,12 @@
+{% if results %}
+  <ul style="list-style:none;padding:0;margin:0">
+    {% for item in results %}
+      <li style="margin:6px 0;">
+        <strong>{{ item.text|escape }}</strong>
+        <button type="button" onclick="setManualUser({{ row }}, {{ item.id }}, '{{ item.text|escapejs }}')" style="margin-left:8px;">Select</button>
+      </li>
+    {% endfor %}
+  </ul>
+{% else %}
+  <div><em>No users found</em></div>
+{% endif %}

generic/templates/generic/trainees.html

@@ -11,6 +11,7 @@
     {% endfor %}
     (<a href="{% url 'create_trainee' %}" title="Click to add a trainee to the platform, creating an account for them.">Add trainee</a>)
     (<a href="{% url 'accounts_bulk_create' %}" title="Click to create multiple trainees at once.">Bulk create</a>)
+    (<a href="{% url 'trainees_bulk_update_from_spreadsheet' %}" title="Click to update multiple trainees at once.">Bulk update</a>)
 
     <h2>
         {% if grade %}
@@ -18,10 +19,13 @@
         {% endif %}Trainees
     </h2>
     <form>
-        <table>
+        <table id="trainees-table">
             <tr class="header">
-                <th>Name</th>
+                <th class="sortable" data-col="0">Name <span class="sort-indicator"></span></th>
-                <th>Grade</th><th>Email</th><th>Supervisor</th><th>Edit</th>
+                <th class="sortable" data-col="1">Grade <span class="sort-indicator"></span></th>
+                <th class="sortable" data-col="2">Email <span class="sort-indicator"></span></th>
+                <th class="sortable" data-col="3">Supervisor <span class="sort-indicator"></span></th>
+                <th>Edit</th>
                 <th class="trainee-bulk-edit">Bulk Edit<br/>
                     <span _="on click log 'test' then log 'hello' then repeat for i in <input/>
                              -- set i.checked to not i.checked
@@ -143,6 +147,63 @@
             background-color: darkgrey;
             color: white;
         }
+        th.sortable {
+            cursor: pointer;
+            user-select: none;
+        }
+        th .sort-indicator {
+            font-size: 0.8em;
+            margin-left: 6px;
+            opacity: 0.6;
+        }
     </style>
+
+    <script>
+        (function(){
+            const table = document.getElementById('trainees-table');
+            if (!table) return;
+
+            const getCellValue = (tr, idx) => {
+                const cell = tr.children[idx];
+                return cell ? cell.innerText.trim().toLowerCase() : '';
+            };
+
+            const comparer = function(idx, asc){
+                return function(a,b){
+                    const v1 = getCellValue(a, idx);
+                    const v2 = getCellValue(b, idx);
+                // attempt numeric compare
+                    const n1 = parseFloat(v1.replace(/[^0-9.\-]/g, ''));
+                    const n2 = parseFloat(v2.replace(/[^0-9.\-]/g, ''));
+                    if (!isNaN(n1) && !isNaN(n2)){
+                        return (n1 - n2) * (asc ? 1 : -1);
+                    }
+                    return v1.localeCompare(v2) * (asc ? 1 : -1);
+                };
+            };
+
+            let lastSorted = {idx: null, asc: true};
+
+            table.querySelectorAll('th.sortable').forEach(th => {
+                th.addEventListener('click', function(){
+                    const idx = parseInt(th.getAttribute('data-col'));
+                    const tbodyRows = Array.from(table.querySelectorAll('tr.trainee'));
+                    const asc = (lastSorted.idx === idx) ? !lastSorted.asc : true;
+
+                    tbodyRows.sort(comparer(idx, asc));
+
+                // re-append rows in new order
+                    const parent = table;
+                    tbodyRows.forEach(r => parent.appendChild(r));
+
+                // update indicators
+                    table.querySelectorAll('th.sortable .sort-indicator').forEach(el => el.textContent = '');
+                    th.querySelector('.sort-indicator').textContent = asc ? '▲' : '▼';
+
+                    lastSorted = {idx, asc};
+                });
+            });
+        })();
+    </script>
 {% endblock %}
 

generic/templates/generic/trainees_bulk_update.html

@@ -0,0 +1,122 @@
+{% extends 'generic/base.html' %}
+
+{% block content %}
+    <h2>Bulk update trainees (paste spreadsheet text)</h2>
+
+    <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>
+
+        <form method="post">
+            {% csrf_token %}
+            <textarea name="data" rows="18" style="width:100%">{% if request.POST.data %}{{ request.POST.data }}{% endif %}</textarea>
+            <div style="margin-top:8px">
+                <button type="submit" name="action" value="preview" class="btn btn-primary">Preview</button>
+                <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>
+            </div>
+        </form>
+
+        {% if preview %}
+            <h3>Preview ({{ preview|length }} rows)</h3>
+            <table class="table table-sm">
+                <thead>
+                    <tr>
+                        <th>Raw</th>
+                        <th>Name</th>
+                        <th>Grade</th>
+                        <th>Matched user</th>
+                        <th>Supervisor text</th>
+                        <th>Matched supervisor</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    {% for r in preview %}
+                        <tr>
+                            <td><pre style="margin:0">{{ r.raw }}</pre></td>
+                            <td>{{ r.norm_name }}</td>
+                            <td>{{ r.grade }}</td>
+                            <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 %}
+                                    <div>
+                                        <span style="color:red">No match</span>
+                                        <div>
+                                            <div class="d-inline-flex align-items-center" style="gap:6px">
+                                                <form hx-get="{% url 'generic:user_search' %}" hx-target="#user-results-{{ r.row_index }}" hx-swap="innerHTML" onsubmit="return false;" class="d-inline-flex align-items-center">
+                                                    <input type="text" name="q" id="user-search-input-{{ r.row_index }}" placeholder="Search users..." style="width:220px" />
+                                                    <input type="hidden" name="row" value="{{ r.row_index }}" />
+                                                    <button type="submit" class="btn btn-sm btn-secondary">Search</button>
+                                                </form>
+                                                <div id="user-results-{{ r.row_index }}"></div>
+                                            </div>
+                                            <input type="hidden" name="manual_user_{{ r.row_index }}" id="manual_user_{{ r.row_index }}" />
+                                        </div>
+                                {% endif %}
+                            </td>
+                            <td>{{ r.supervisor_text }}</td>
+                            <td>
+                                {% if r.matched_supervisor %}
+                                    <a href="{% url 'generic:supervisor_detail' r.matched_supervisor.pk %}">{{ r.matched_supervisor.name }}</a>
+                                {% else %}
+                                    <div>
+                                        <span style="color:red">No match</span>
+                                        <div class="d-inline-flex align-items-center" style="gap:6px">
+                                            <form hx-get="{% url 'generic:supervisor_search' %}" hx-target="#supervisor-results-{{ r.row_index }}" hx-swap="innerHTML" onsubmit="return false;" class="d-inline-flex align-items-center">
+                                                <input type="text" name="q" id="supervisor-search-input-{{ r.row_index }}" placeholder="Search supervisors..." style="width:220px" />
+                                                <input type="hidden" name="row" value="{{ r.row_index }}" />
+                                                <button type="submit" class="btn btn-sm btn-secondary">Search</button>
+                                            </form>
+                                            <div id="supervisor-results-{{ r.row_index }}"></div>
+                                        </div>
+                                        <input type="hidden" name="manual_supervisor_{{ r.row_index }}" id="manual_supervisor_{{ r.row_index }}" />
+                                    </div>
+                                {% endif %}
+                            </td>
+                        </tr>
+                    {% endfor %}
+                </tbody>
+            </table>
+        {% endif %}
+
+        {% if report %}
+            <h3>Apply report</h3>
+            <p>Updated: {{ report.updated }}; Skipped (no user matched): {{ report.skipped }}</p>
+        {% endif %}
+
+{% endblock %}
+
+{% block js %}
+    <script>
+// Called from the HTMX-rendered results fragment to set the manual selection
+        function setManualUser(rowIndex, id, text) {
+            const hiddenInput = document.getElementById('manual_user_' + rowIndex);
+            const resultsDiv = document.getElementById('user-results-' + rowIndex);
+            if (hiddenInput) {
+                hiddenInput.value = id;
+            }
+            if (resultsDiv) {
+                resultsDiv.innerHTML = '<div>Selected: ' + escapeHtml(text) + '</div>';
+            }
+        }
+
+        function setManualSupervisor(rowIndex, id, text) {
+            const hiddenInput = document.getElementById('manual_supervisor_' + rowIndex);
+            const resultsDiv = document.getElementById('supervisor-results-' + rowIndex);
+            if (hiddenInput) {
+                hiddenInput.value = id;
+            }
+            if (resultsDiv) {
+                resultsDiv.innerHTML = '<div>Selected: ' + escapeHtml(text) + '</div>';
+            }
+        }
+
+        function escapeHtml(unsafe) {
+            if (!unsafe) return '';
+            return String(unsafe)
+                .replace(/&/g, "&amp;")
+                .replace(/</g, "&lt;")
+                .replace(/>/g, "&gt;")
+                .replace(/\"/g, "&quot;")
+                .replace(/'/g, "&#039;");
+        }
+    </script>
+{% endblock %}

generic/urls.py

@@ -57,6 +57,8 @@ urlpatterns = [
         views.SupervisorAutocomplete.as_view(model=Supervisor),
         name="supervisor-autocomplete",
     ),
+    path("user-search/", views.user_search, name="user_search"),
+    path("supervisor-search/", views.supervisor_search, name="supervisor_search"),
     path(
         "cids/manage/<int:pk>/update", views.CidUserUpdate.as_view(), name="update_cid"
     ),
@@ -286,6 +288,21 @@ def generic_view_urls(generic_views: GenericViewBase):
             generic_views.question_reviews_list,
             name="question_reviews",
         ),
+        path(
+            "question/review/start",
+            generic_views.question_review_start,
+            name="question_review_start",
+        ),
+        path(
+            "question/review/next",
+            generic_views.question_review_next,
+            name="question_review_next",
+        ),
+        path(
+            "question/review/list",
+            generic_views.question_review_list,
+            name="question_review_list",
+        ),
         path("question/<int:pk>/thumbnail/fail", generic_views.question_thumbnail_fail, name="series_thumbnail_fail"),
         path("question/<int:pk>/thumbnail", generic_views.question_thumbnail, name="series_thumbnail"),
         path(

generic/views.py

@@ -68,6 +68,7 @@ from .forms import (
     CidUserExamForm,
     ExamCollectionCloneForm,
     ExamCollectionForm,
+    QuestionReviewForm,
     ExaminationForm,
     CidUserGroupForm,
     ExaminationMergeForm,
@@ -96,8 +97,10 @@ from .models import (
     UserProfile,
     UserUserGroup,
     get_next_cid,
+    QuestionReview,
 )
 
+
 from rapids.models import (
     Rapid as RapidQuestion,
     ExamQuestionDetail as RapidsExamQuestionDetail,
@@ -2954,9 +2957,6 @@ class GenericViewBase:
         GET: renders the current review block or the form (if ?edit=1)
         POST: creates a new QuestionReview and returns the rendered block
         """
-        from django.contrib.contenttypes.models import ContentType
-        from generic.models import QuestionReview
-        from .forms import QuestionReviewForm
 
         logger.debug("question_set_review called")
 
@@ -3018,8 +3018,6 @@ class GenericViewBase:
 
     def question_reviews_list(self, request, pk):
         """Return a partial listing all QuestionReview instances for a question."""
-        from django.contrib.contenttypes.models import ContentType
-        from generic.models import QuestionReview
 
         question = get_object_or_404(self.question_object, pk=pk)
 
@@ -3031,6 +3029,175 @@ class GenericViewBase:
 
         return render(request, "generic/partials/question_reviews_list.html", {"question": question, "reviews": reviews, "app_name": self.app_name})
 
+    def question_review_start(self, request):
+
+        # Prepare category choices if the question model exposes a FK named 'category'
+        categories = None
+        try:
+            field = self.question_object._meta.get_field("category")
+            # Only handle FK-like fields
+            if hasattr(field, "related_model") and field.related_model is not None:
+                CategoryModel = field.related_model
+                # prefer 'category' or 'name' display field if present
+                order_by = "category" if hasattr(CategoryModel, "category") else "name" if hasattr(CategoryModel, "name") else "pk"
+                categories = CategoryModel.objects.all().order_by(order_by)
+        except Exception:
+            categories = None
+
+        # Status options map: label -> status code (or special 'UNREVIEWED')
+        status_options = [
+            ("ANY", "Any"),
+            ("UNREVIEWED", "Unreviewed"),
+            ("AC", "Accepted"),
+            ("OD", "Outdated"),
+            ("ER", "Error"),
+            ("RJ", "Rejected"),
+            ("IP", "In Progress"),
+        ]
+
+        return render(
+            request,
+            f"{self.app_name}/question_review_start.html",
+            {"app_name": self.app_name, "categories": categories, "status_options": status_options},
+        )
+
+
+    def question_review_next(self, request):
+        """Find and redirect to the next question matching the supplied filters.
+
+        Accepts POST or GET parameters:
+        - category: integer primary key of category (optional)
+        - status: one of the status codes (AC, OD, ER, RJ, IP), or 'UNREVIEWED' or 'ANY'
+        """
+
+        # Read filters
+        category = request.POST.get("category") or request.GET.get("category")
+        status = request.POST.get("status") or request.GET.get("status") or "ANY"
+        # How many matching questions to skip (useful for Skip button). Expected integer >= 0.
+        try:
+            skip = int(request.POST.get("skip") or request.GET.get("skip") or 0)
+            if skip < 0:
+                skip = 0
+        except Exception:
+            skip = 0
+
+        # Build base queryset of questions for this app
+        qs = self.question_object.objects.all().order_by("pk")
+
+        # Restrict by category if provided and the model has such a relation
+        if category:
+            try:
+                qs = qs.filter(category__id=int(category))
+            except Exception:
+                pass
+
+        # Apply permission filter similar to filters elsewhere: non-checkers see only open_access or their own
+        if not request.user.groups.filter(name=self.checker_group).exists():
+            try:
+                qs = qs.filter(open_access=True) | qs.filter(author__id=request.user.id)
+            except Exception:
+                # If model doesn't have those fields, ignore
+                pass
+
+        # Iterate questions and pick first matching status
+        for question in qs:
+            # Skip authors_only questions unless user is author or superuser
+            try:
+                if question.authors_only and not (
+                    request.user.is_superuser or request.user in question.author.all()
+                ):
+                    continue
+            except Exception:
+                pass
+
+            ct = ContentType.objects.get_for_model(question)
+            latest = (
+                QuestionReview.objects.filter(content_type=ct, object_id=question.pk)
+                .order_by("-created_on").first()
+            )
+
+            match = False
+            if status == "ANY":
+                match = True
+            elif status == "UNREVIEWED":
+                match = latest is None
+            else:
+                # status is expected to be a QuestionReview.StatusChoices code
+                if latest is not None and latest.status == status:
+                    match = True
+
+            if match:
+                # If caller asked us to skip N matches, decrement and continue until skip==0
+                if skip and skip > 0:
+                    skip -= 1
+                    continue
+
+                form = QuestionReviewForm()
+                return render(request, f"{self.app_name}/question_review_question.html", {"question": question, "form": form, "app_name": self.app_name, "filters": {"category": category, "status": status}})
+
+        # Nothing found - render complete page
+        return render(request, f"{self.app_name}/question_review_complete.html", {"app_name": self.app_name})
+
+
+    def question_review_list(self, request):
+        """Return a page listing questions that match the supplied filters.
+
+        Accepts query parameters similar to question_review_next: category, status.
+        """
+
+        # Read filters
+        category = request.GET.get("category") or request.POST.get("category")
+        status = request.GET.get("status") or request.POST.get("status") or "ANY"
+
+        # Build base queryset of questions for this app
+        qs = self.question_object.objects.all().order_by("pk")
+
+        # Restrict by category if provided
+        if category:
+            try:
+                qs = qs.filter(category__id=int(category))
+            except Exception:
+                pass
+
+        # Apply permission filter similar to question_review_next
+        if not request.user.groups.filter(name=self.checker_group).exists():
+            try:
+                qs = qs.filter(open_access=True) | qs.filter(author__id=request.user.id)
+            except Exception:
+                pass
+
+        # Optionally filter by review status
+        results = []
+        for question in qs:
+            try:
+                if question.authors_only and not (
+                    request.user.is_superuser or request.user in question.author.all()
+                ):
+                    continue
+            except Exception:
+                pass
+
+            ct = ContentType.objects.get_for_model(question)
+            latest = (
+                QuestionReview.objects.filter(content_type=ct, object_id=question.pk)
+                .order_by("-created_on").first()
+            )
+
+            match = False
+            if status == "ANY":
+                match = True
+            elif status == "UNREVIEWED":
+                match = latest is None
+            else:
+                if latest is not None and latest.status == status:
+                    match = True
+
+            if match:
+                results.append(question)
+
+        return render(request, f"{self.app_name}/question_review_list.html", {"questions": results, "app_name": self.app_name, "filters": {"category": category, "status": status}})
+
+
     @method_decorator(user_passes_test(lambda u: u.is_superuser))
     def user_answer_delete_multiple(self, request):
         print(request.POST["answer_ids"])
@@ -4087,6 +4254,195 @@ 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
+    """
+
+    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 idx, line in enumerate(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:
+                # Prefer an exact first+last match
+                qs = User.objects.filter(first_name__iexact=first, last_name__iexact=last)
+                if qs.exists():
+                    matched_user = qs.first()
+                else:
+                    # Fallback: only match by last name when the last-name query returns
+                    # a single candidate AND the candidate's first name reasonably
+                    # matches the provided first token. This avoids ambiguous matches
+                    # (e.g. Maria vs Stephanie both 'Bailey'). We accept a match when
+                    # the candidate first name startswith the first 3 chars of the
+                    # provided first token, or contains it as a substring (case-ins).
+                    candidates = User.objects.filter(last_name__iexact=last)
+                    if candidates.count() == 1:
+                        candidate = candidates.first()
+                        cand_first = (candidate.first_name or "").strip()
+                        if cand_first:
+                            # take at most 3 chars for prefix comparison
+                            prefix = first[:3].lower()
+                            cand_first_low = cand_first.lower()
+                            if cand_first_low.startswith(prefix) or first.lower() in cand_first_low:
+                                matched_user = candidate
+
+            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,
+                    "row_index": idx,
+                    "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:
+                # Check for a manual override from the submitted form
+                manual_key = f"manual_user_{row.get('row_index')}"
+                manual_val = request.POST.get(manual_key)
+
+                user = None
+                if manual_val:
+                    try:
+                        user = User.objects.get(pk=int(manual_val))
+                    except Exception:
+                        user = None
+
+                # Fall back to automatic match
+                if not user:
+                    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},
+    )
+
+
+@user_is_cid_user_manager
+def user_search(request):
+    """Simple JSON endpoint to search users by name/email for manual matching."""
+    q = request.GET.get("q", "").strip()
+    results = []
+    if q:
+        qs = User.objects.filter(
+            Q(first_name__icontains=q) | Q(last_name__icontains=q) | Q(email__icontains=q)
+        ).order_by("last_name", "first_name")[:50]
+
+        for u in qs:
+            results.append({"id": u.pk, "text": f"{u.first_name} {u.last_name} ({u.email})"})
+
+        # If this is an HTMX request (or a row param was provided) render an HTML fragment
+        # that can be swapped into the preview row's results container. Otherwise return JSON.
+        row = request.GET.get("row")
+        if request.headers.get("HX-Request") == "true" or row is not None:
+            # Render a small partial that lists results with Select buttons that call
+            # the setManualUser(row, id, text) function in the parent page.
+            return render(request, "generic/partials/user_search_results.html", {"results": results, "row": int(row) if row is not None else None})
+
+        return JsonResponse({"results": results})
+
+
+@user_is_cid_user_manager
+def supervisor_search(request):
+    """Simple JSON/HTMX endpoint to search supervisors by name/email for manual matching."""
+    q = request.GET.get("q", "").strip()
+    results = []
+    if q:
+        qs = Supervisor.objects.filter(
+            Q(name__icontains=q) | Q(email__icontains=q)
+        ).order_by("name")[:50]
+
+        for s in qs:
+            results.append({"id": s.pk, "text": f"{s.name} ({s.email})"})
+
+    row = request.GET.get("row")
+    if request.headers.get("HX-Request") == "true" or row is not None:
+        return render(request, "generic/partials/supervisor_search_results.html", {"results": results, "row": int(row) if row is not None else None})
+
+    return JsonResponse({"results": results})
+
+
 def create_trainee(request, context=None):
     return create_user(request, context, trainee=True)
 

rad/settings.py

@@ -108,6 +108,7 @@ if not DEBUG:
     'rad.middleware.coep.COEPMiddleware'
     )
 
+
 ROOT_URLCONF = "rad.urls"
 
 #default_loaders = [
@@ -117,6 +118,8 @@ ROOT_URLCONF = "rad.urls"
 #
 #cached_loaders = [("django.template.loaders.cached.Loader", default_loaders)]
 
+if DEBUG:
+    # Development: do not use cached loader so templates reload on each request
     TEMPLATES = [
         {
             "BACKEND": "django.template.backends.django.DjangoTemplates",
@@ -130,9 +133,34 @@ TEMPLATES = [
                     "django.contrib.messages.context_processors.messages",
                     "django.template.context_processors.static",
                 ],
-            #"loaders": default_loaders if DEBUG else cached_loaders,
             },
-
+        },
+    ]
+else:
+    # Production: enable cached loader for performance
+    TEMPLATES = [
+        {
+            "BACKEND": "django.template.backends.django.DjangoTemplates",
+            "DIRS": [os.path.join(BASE_DIR, "templates")],
+            "APP_DIRS": False,
+            "OPTIONS": {
+                "context_processors": [
+                    "django.template.context_processors.debug",
+                    "django.template.context_processors.request",
+                    "django.contrib.auth.context_processors.auth",
+                    "django.contrib.messages.context_processors.messages",
+                    "django.template.context_processors.static",
+                ],
+                "loaders": [
+                    (
+                        "django.template.loaders.cached.Loader",
+                        [
+                            "django.template.loaders.filesystem.Loader",
+                            "django.template.loaders.app_directories.Loader",
+                        ],
+                    )
+                ],
+            },
         },
     ]
 
@@ -332,6 +360,7 @@ CIMAR_PASSWORD = ""
 CELERY_BROKER_URL = "redis://redis:6379"
 CELERY_RESULT_BACKEND = "redis://redis:6379"
 
+
 try:
     from .settings_local import *
 except ImportError as e:

rad/urls.py

@@ -74,6 +74,9 @@ urlpatterns = [
     path(
         "accounts/trainees/<str:grade>/", generic_views.trainees, name="trainees_grade"
     ),
+    path(
+        "accounts/trainees/bulk_update/spreadsheet", generic_views.trainees_bulk_update_from_spreadsheet, name="trainees_bulk_update_from_spreadsheet"
+    ),
     path(
         "accounts/update/<str:slug>/",
         views.UpdateUserView.as_view(),

sbas/forms.py

@@ -129,6 +129,7 @@ class QuestionForm(ModelForm):
         model = Question
 
         fields = [
+            "title",
             "stem",
             "feedback",
             "category",

sbas/templates/sbas/base.html

@@ -23,6 +23,8 @@
                             </a>
                             <ul class="dropdown-menu" aria-labelledby="sbasQuestionsDropdown">
                                 <li><a class="dropdown-item" href="{% url 'sbas:question_view' %}"><i class="bi bi-list-ul"></i> All Questions</a></li>
+                                <li><a class="dropdown-item" href="{% url 'sbas:question_review_start' %}"><i class="bi bi-bookmarks-fill"></i> Review Questions</a></li>
+                                <li><a class="dropdown-item" href="{% url 'sbas:generate_exam' %}"><i class="bi bi-journal-plus"></i> Generate Exam</a></li>
                                 <!-- Additional items can be added here -->
                             </ul>
                         </li>

sbas/templates/sbas/exam_take_overview.html

@@ -12,6 +12,21 @@
     {% include "exam_clock.html" %}
     <h2>Exam: {{exam}}</h2>
 
+    {% if can_edit %}
+        <div class="card mb-3">
+            <div class="card-body d-flex flex-column flex-md-row justify-content-between align-items-start align-items-md-center">
+                <div class="mb-2 mb-md-0">
+                    {% include "generic/partials/exams/exam_status.html#publish-results" %}
+                </div>
+                <div>
+                    <a href="{% url 'sbas:exam_update' pk=exam.id %}" class="btn btn-outline-primary btn-sm">
+                        Edit exam
+                    </a>
+                </div>
+            </div>
+        </div>
+    {% endif %}
+
     {% if exam.publish_results %}
         <div class="alert alert-primary review-mode-alert" role="alert">
             Exam is in review mode. Score are available

sbas/templates/sbas/generate_exam.html

@@ -0,0 +1,42 @@
+{% extends 'sbas/base.html' %}
+
+{% block title %}Generate Exam{% endblock %}
+
+{% block content %}
+  <div class="container mt-3">
+    <h2>Generate Personal SBA Exam</h2>
+    <p>Choose filters and provide a name for your exam. The created exam will be active and available for you to take.</p>
+
+    <form method="post" action="{% url 'sbas:exam_create_from_filters_with_name' %}">
+      {% csrf_token %}
+      <div class="mb-3">
+        <label for="exam-name" class="form-label">Exam name</label>
+        <input type="text" class="form-control" id="exam-name" name="name" placeholder="My personal SBA exam">
+      </div>
+
+      <div class="mb-3">
+        <label for="id_category" class="form-label">Category</label>
+        <select id="id_category" name="category" class="form-select">
+          <option value="">Any</option>
+          {% for c in categories %}
+            <option value="{{ c.id }}">{{ c.category }}</option>
+          {% endfor %}
+        </select>
+      </div>
+
+      <div class="mb-3">
+        <label for="create-count" class="form-label">Number of questions (0 = all)</label>
+        <input type="number" id="create-count" name="count" class="form-control" value="0" min="0">
+      </div>
+
+      <div class="form-check mb-3">
+        <input class="form-check-input" type="checkbox" value="on" id="exclude-answered" name="exclude_answered">
+        <label class="form-check-label" for="exclude-answered">
+          Exclude questions I have already answered in other exams
+        </label>
+      </div>
+
+      <button type="submit" class="btn btn-primary">Generate Exam</button>
+    </form>
+  </div>
+{% endblock %}

sbas/templates/sbas/merge_category.html

@@ -0,0 +1,48 @@
+{% extends 'sbas/base.html' %}
+
+{% block content %}
+  <h2>Merge Category</h2>
+
+  {% if error %}
+    <div class="alert alert-danger">{{ error }}</div>
+  {% endif %}
+
+  {% if success %}
+    <div class="alert alert-success">{{ success }}</div>
+  {% endif %}
+
+  <p>This admin tool will move all questions assigned to the <strong>Source</strong> category into the <strong>Target</strong> category. Optionally you may delete the Source category after the move.</p>
+
+  <form method="post">
+    {% csrf_token %}
+    <div class="mb-3">
+      <label for="id_source" class="form-label">Source category (to be merged)</label>
+      <select name="source" id="id_source" class="form-select">
+        <option value="">-- select source --</option>
+        {% for c in categories %}
+          <option value="{{ c.pk }}">{{ c }}</option>
+        {% endfor %}
+      </select>
+    </div>
+
+    <div class="mb-3">
+      <label for="id_target" class="form-label">Target category (destination)</label>
+      <select name="target" id="id_target" class="form-select">
+        <option value="">-- select target --</option>
+        {% for c in categories %}
+          <option value="{{ c.pk }}">{{ c }}</option>
+        {% endfor %}
+      </select>
+    </div>
+
+    <div class="form-check mb-3">
+      <input class="form-check-input" type="checkbox" value="on" id="id_delete_source" name="delete_source">
+      <label class="form-check-label" for="id_delete_source">
+        Delete source category after merge
+      </label>
+    </div>
+
+    <button type="submit" class="btn btn-danger" onclick="return confirm('Are you sure you want to move all questions from the source to the target category? This action cannot be undone.');">Merge categories</button>
+  </form>
+
+{% endblock %}

sbas/templates/sbas/question_review_complete.html

@@ -0,0 +1,9 @@
+{% extends 'sbas/base.html' %}
+
+{% block content %}
+
+    <h2>Review complete</h2>
+
+    <p>There are no more questions matching your filters.</p>
+
+{% endblock %}

sbas/templates/sbas/question_review_list.html

@@ -0,0 +1,44 @@
+{% extends 'sbas/base.html' %}
+
+{% block content %}
+  <h2>Filtered questions</h2>
+
+  <p>Showing questions matching the selected filters.</p>
+
+  <div class="mb-3">
+    Active filters:
+    {% if filters.category %}
+      <span class="badge bg-primary me-1">Category: {{ filters.category }}</span>
+    {% else %}
+      <span class="badge bg-secondary me-1">Category: Any</span>
+    {% endif %}
+    {% if filters.status %}
+      <span class="badge bg-primary me-1">Status: {{ filters.status }}</span>
+    {% else %}
+      <span class="badge bg-secondary me-1">Status: Any</span>
+    {% endif %}
+  </div>
+
+  {% if questions %}
+    <ul class="list-group">
+      {% for q in questions %}
+        <li class="list-group-item d-flex justify-content-between align-items-center">
+          <div>
+            <a href="{% url app_name|add:':question_detail' q.pk %}">{{ q.title|default:q.stem|truncatechars:80 }}</a>
+            <div class="small text-muted">ID: {{ q.pk }}</div>
+          </div>
+          <div class="btn-group">
+            <a class="btn btn-sm btn-outline-secondary" href="{% url app_name|add:':question_detail' q.pk %}">View</a>
+          </div>
+        </li>
+      {% endfor %}
+    </ul>
+  {% else %}
+    <div class="alert alert-info">No questions match the selected filters.</div>
+  {% endif %}
+
+  <div class="mt-3">
+    <a href="{% url app_name|add:':question_review_start' %}" class="btn btn-secondary">Back to filters</a>
+  </div>
+
+{% endblock %}

sbas/templates/sbas/question_review_question.html

@@ -0,0 +1,184 @@
+{% extends 'sbas/base.html' %}
+
+{% block content %}
+  <div class="question-review-question mb-3">
+    Active filters:
+    {% if filters.category %}
+      <span class="badge bg-primary me-1">Category: {{ filters.category }}</span>
+    {% else %}
+      <span class="badge bg-secondary me-1">Category: Any</span>
+    {% endif %}
+    {% if filters.status %}
+      <span class="badge bg-primary me-1">Status: {{ filters.status }}</span>
+    {% else %}
+      <span class="badge bg-secondary me-1">Status: Any</span>
+    {% endif %}
+    <h5 class="mb-1">Reviewing question: {{ question.title |default:"No Title" }}</h5>
+
+    <a href="{% url 'sbas:question_detail' question.pk %}" target="_blank" class="btn btn-sm btn-outline-secondary mb-2">View full question details</a>
+    <a href="{% url 'sbas:question_update' question.pk %}" target="_blank" class="btn btn-sm btn-outline-secondary mb-2">Edit question</a>
+
+
+    <div class="question-metadata mt-2 mb-2">
+      <h6 class="small text-muted">Metadata</h6>
+      <ul class="list-inline small mb-0">
+        <li class="list-inline-item me-2">Category: {% if question.category %}{{ question.category }}{% else %}&mdash;{% endif %}</li>
+        <li class="list-inline-item me-2">Author(s):
+          {% if question.author.count %}
+            {% for a in question.author.all %}
+              {{ a.get_full_name|default:a.username }}{% if not forloop.last %}, {% endif %}
+            {% endfor %}
+          {% else %}&mdash;{% endif %}
+        </li>
+        <li class="list-inline-item me-2">Created: {{ question.created_date|date:"Y-m-d H:i" }}</li>
+        <li class="list-inline-item me-2">Open: {% if question.open_access %}Yes{% else %}No{% endif %}</li>
+        {% if question.sources %}
+          <li class="list-inline-item me-2">Sources: {{ question.sources|length }} item{{ question.sources|length|pluralize }}</li>
+        {% endif %}
+        {% if question.finding.count %}
+          <li class="list-inline-item me-2">Findings: {{ question.finding.count }}</li>
+        {% endif %}
+        {% if question.structure.count %}
+          <li class="list-inline-item me-2">Structures: {{ question.structure.count }}</li>
+        {% endif %}
+        {% if question.condition.count %}
+          <li class="list-inline-item me-2">Conditions: {{ question.condition.count }}</li>
+        {% endif %}
+        {% if question.presentation.count %}
+          <li class="list-inline-item me-2">Presentations: {{ question.presentation.count }}</li>
+        {% endif %}
+        {% if question.subspecialty.count %}
+          <li class="list-inline-item me-2">Subspecialties: {{ question.subspecialty.count }}</li>
+        {% endif %}
+      </ul>
+    </div>
+
+    <div class="mb-2">
+      <div class="question-stem">Stem: {{ question.stem|safe }}</div>
+    </div>
+
+  {# Multiple-choice answers (SBA specific) #}
+    <div class="list-group mb-2">
+      {% if question.a_answer %}
+        <div class="list-group-item d-flex justify-content-between align-items-start">
+          <div><strong>A.</strong> <span class="ms-2">{{ question.a_answer|safe }}</span></div>
+          {% if question.best_answer == 'a' %}<span class="badge bg-success">Correct</span>{% endif %}
+          {% if question.a_feedback %}
+            <div class="mt-1"><strong>Feedback:</strong> {{ question.a_feedback|safe }}</div>
+          {% endif %}
+        </div>
+      {% endif %}
+      {% if question.b_answer %}
+        <div class="list-group-item d-flex justify-content-between align-items-start">
+          <div><strong>B.</strong> <span class="ms-2">{{ question.b_answer|safe }}</span></div>
+          {% if question.best_answer == 'b' %}<span class="badge bg-success">Correct</span>{% endif %}
+          {% if question.b_feedback %}
+            <div class="mt-1"><strong>Feedback:</strong> {{ question.b_feedback|safe }}</div>
+          {% endif %}
+        </div>
+      {% endif %}
+      {% if question.c_answer %}
+        <div class="list-group-item d-flex justify-content-between align-items-start">
+          <div><strong>C.</strong> <span class="ms-2">{{ question.c_answer|safe }}</span></div>
+          {% if question.best_answer == 'c' %}<span class="badge bg-success">Correct</span>{% endif %}
+          {% if question.c_feedback %}
+            <div class="mt-1"><strong>Feedback:</strong> {{ question.c_feedback|safe }}</div>
+          {% endif %}
+        </div>
+      {% endif %}
+      {% if question.d_answer %}
+        <div class="list-group-item d-flex justify-content-between align-items-start">
+          <div><strong>D.</strong> <span class="ms-2">{{ question.d_answer|safe }}</span></div>
+          {% if question.best_answer == 'd' %}<span class="badge bg-success">Correct</span>{% endif %}
+          {% if question.d_feedback %}
+            <div class="mt-1"><strong>Feedback:</strong> {{ question.d_feedback|safe }}</div>
+          {% endif %}
+        </div>
+      {% endif %}
+      {% if question.e_answer %}
+        <div class="list-group-item d-flex justify-content-between align-items-start">
+          <div><strong>E.</strong> <span class="ms-2">{{ question.e_answer|safe }}</span></div>
+          {% if question.best_answer == 'e' %}<span class="badge bg-success">Correct</span>{% endif %}
+          {% if question.e_feedback %}
+            <div class="mt-1"><strong>Feedback:</strong> {{ question.e_feedback|safe }}</div>
+          {% endif %}
+        </div>
+      {% endif %}
+
+    </div>
+
+  {# Generic feedback text if present #}
+    {% if question.feedback %}
+      <div class="mt-2"><strong>Feedback:</strong> {{ question.feedback|safe }}</div>
+    {% endif %}
+
+    {% if question.source %}
+      <div class="mt-2"><strong>Source:</strong> {{ question.source|safe }}</div>
+    {% endif %}
+  </div>
+
+{% comment %} <span class="btn btn-sm btn-outline-success" data-bs-toggle="modal" data-bs-target="#reviewModal" hx-get="{% url 'sbas:question_set_review' question.pk %}?edit=1&new=1" hx-target="#review-form" hx-swap="innerHTML" hx-trigger="load">Add Review</button> {% endcomment %}
+
+  {% comment %} The included partial contains its own <form> with hx-post. Do not wrap it in another form (nested forms break submission). {% endcomment %}
+  {% include 'generic/partials/question_review_form.html' with app_name='sbas' question=question form=form %}
+
+  <div class="d-flex gap-2 mt-3">
+  {# Skip increments a 'skip' query param used by the view to skip matching questions #}
+    <button id="review-skip-btn" type="button" class="btn btn-outline-secondary">Skip</button>
+
+   {# Next should only be enabled after a successful Save (server will send HX-Trigger 'reviewSaved') #}
+    <button id="review-next-btn" type="button" class="btn btn-primary" disabled>Next</button>
+  </div>
+
+  <script>
+    (function(){
+      const nextBtn = document.getElementById('review-next-btn');
+
+      // Listen for the server-triggered event 'reviewSaved' (sent via HX-Trigger header).
+      // HTMX will dispatch a DOM event with the same name when it receives the header.
+      document.addEventListener('reviewSaved', function(){
+        nextBtn.disabled = false;
+        skipBtn.disabled = true;
+      });
+
+      // Build base URL for navigation
+      const base = "{% url app_name|add:':question_review_next' %}";
+
+      // Active filters passed from server-side context
+      const activeCategory = "{{ filters.category|default:'' }}";
+      const activeStatus = "{{ filters.status|default:'' }}";
+
+      // Navigate to the review-next endpoint including current filters
+      nextBtn.addEventListener('click', function(){
+        const params = new URLSearchParams();
+        if (activeCategory) params.set('category', activeCategory);
+        if (activeStatus) params.set('status', activeStatus);
+        // Next navigates to the next matching item (no skip)
+        const qs = params.toString();
+        window.location.href = qs ? (base + '?' + qs) : base;
+      });
+
+      // Skip: increment 'skip' query param (defaults to 1) and include current filters
+      const skipBtn = document.getElementById('review-skip-btn');
+      skipBtn.addEventListener('click', function(){
+        // read existing skip from current URL (if present) and increment
+        const curParams = new URLSearchParams(window.location.search);
+        let curSkip = parseInt(curParams.get('skip') || '0', 10) || 0;
+        const newSkip = curSkip + 1;
+
+        const params = new URLSearchParams();
+        params.set('skip', String(newSkip));
+        if (activeCategory) params.set('category', activeCategory);
+        if (activeStatus) params.set('status', activeStatus);
+
+        window.location.href = base + '?' + params.toString();
+      });
+    })();
+  </script>
+
+  <div id="question-review-block" class="mt-4">
+    {# Placeholder while HTMX fetches review/block #}
+  </div>
+
+
+{% endblock %}

sbas/templates/sbas/question_review_start.html

@@ -0,0 +1,64 @@
+{% extends 'sbas/base.html' %}
+
+{% load partials %}
+
+{% block content %}
+
+    <h2>Review Questions</h2>
+
+    <p>Filter questions to review. Choose a category and/or a review status, then click Start to open the first matching question that needs reviewing.</p>
+
+    <form method="post" action="{% url 'sbas:question_review_next' %}">
+        {% csrf_token %}
+        <div class="mb-3">
+            <label for="id_category" class="form-label">Category</label>
+            {% if categories %}
+                <select name="category" id="id_category" class="form-select">
+                    <option value="">Any</option>
+                    {% for c in categories %}
+                        <option value="{{ c.pk }}">{{ c }}</option>
+                    {% endfor %}
+                </select>
+            {% else %}
+                <p><em>No category choices available for this question type.</em></p>
+            {% endif %}
+        </div>
+
+
+        <button type="submit" class="btn btn-primary">Start review</button>
+
+        <div class="mb-3">
+            <label for="id_status" class="form-label">Review status</label>
+            <select name="status" id="id_status" class="form-select">
+                {% for code,label in status_options %}
+                    <option value="{{ code }}" {% if code == 'UNREVIEWED' %}selected{% endif %}>{{ label }}</option>
+                {% endfor %}
+            </select>
+        </div>
+        <div>
+            <p>You can also view the list of questions matching the filters below.</p>
+            <button id="view-list-btn" type="button" class="btn btn-outline-primary">View list</button>
+        </div>
+    </form>
+
+
+    <script>
+      // When View list is clicked, read the values from the main filter form and navigate
+        (function(){
+            const btn = document.getElementById('view-list-btn');
+            btn.addEventListener('click', function(){
+                const base = "{% url 'sbas:question_review_list' %}";
+                const params = new URLSearchParams();
+                const categoryEl = document.getElementById('id_category');
+                const statusEl = document.getElementById('id_status');
+                if (categoryEl && categoryEl.value) params.set('category', categoryEl.value);
+                if (statusEl && statusEl.value) params.set('status', statusEl.value);
+                const url = base + (params.toString() ? ('?' + params.toString()) : '');
+                window.location.href = url;
+            });
+        })();
+    </script>
+
+
+
+{% endblock %}

sbas/urls.py

@@ -99,6 +99,18 @@ urlpatterns = [
         views.import_llm_confirm,
         name="import_llm_confirm",
     ),
+
+    path(
+        "exam/create_from_filters_with_name/",
+        views.create_personal_exam_with_name,
+        name="exam_create_from_filters_with_name",
+    ),
+    path(
+        "question/generate/",
+        views.generate_exam,
+        name="generate_exam",
+    ),
+    path("category/merge/", views.merge_category, name="merge_category"),
     #path(
     #    "exam/<int:pk>/scores/<int:cid>/<str:passcode>/",
     #    views.exam_scores_cid_user,

sbas/views.py

@@ -29,6 +29,10 @@ from django.http import Http404, HttpResponseBadRequest, JsonResponse
 from django.http import HttpResponseRedirect, HttpResponse
 
 from .models import Question, Category, Exam, UserAnswer
+from django.contrib.contenttypes.models import ContentType
+from generic.models import QuestionReview
+from django.http import HttpResponseBadRequest
+import random
 from django.views.decorators.http import require_http_methods
 from django.db import transaction
 import re
@@ -149,6 +153,8 @@ def exam_take_overview(request, pk, cid=None, passcode=None):
 
     exam.check_user_can_take(cid, passcode, request.user)
 
+    can_edit = exam.check_user_can_edit(request.user)
+
     questions = exam.get_questions()
 
     if cid is not None:
@@ -182,6 +188,7 @@ def exam_take_overview(request, pk, cid=None, passcode=None):
             "exam_length": len(questions),
             "passcode": passcode,
             "cid_user_exam": cid_user_exam,
+            "can_edit": can_edit,
         },
     )
 
@@ -376,6 +383,133 @@ class QuestionClone(QuestionCreateBase):
 class UserAnswerView(LoginRequiredMixin, DetailView):
     model = UserAnswer
 
+@login_required
+def create_personal_exam_with_name(request):
+    """Create a personal SBA exam from filters, using a provided name.
+
+    POST parameters expected:
+    - name (optional): exam name to use
+    - category (optional)
+    - status (optional)
+    - count (optional): number of questions to include (0 or missing = all)
+    """
+    if request.method != "POST":
+        return HttpResponseBadRequest("POST required")
+
+    name = request.POST.get("name") or None
+    # reuse existing create_personal_exam filtering logic but allow custom name
+    category = request.POST.get("category") or None
+    # For generated personal exams we only include accepted questions
+    status = QuestionReview.StatusChoices.ACCEPTED
+    # Optionally exclude questions the current user has already answered
+    exclude_answered = request.POST.get("exclude_answered") in ("on", "true", "True", "1")
+    try:
+        count = int(request.POST.get("count") or 0)
+        if count < 0:
+            count = 0
+    except Exception:
+        count = 0
+
+    qs = Question.objects.all().order_by("pk")
+
+    if category:
+        try:
+            qs = qs.filter(category__id=int(category))
+        except Exception:
+            pass
+
+    # If requested, remove questions the current user has already answered
+    if exclude_answered:
+        try:
+            answered_qs = UserAnswer.objects.filter(user=request.user).values_list("question_id", flat=True)
+            qs = qs.exclude(pk__in=list(answered_qs))
+        except Exception:
+            pass
+
+    # Permission filter: non-checkers see open_access or their own questions
+    try:
+        if not request.user.groups.filter(name="sbas_checker").exists():
+            from django.db.models import Q
+
+            qs = qs.filter(Q(open_access=True) | Q(author__id=request.user.id))
+    except Exception:
+        pass
+
+    matches = []
+    for question in qs:
+        try:
+            if question.authors_only and not (
+                request.user.is_superuser or request.user in question.author.all()
+            ):
+                continue
+        except Exception:
+            pass
+
+        ct = ContentType.objects.get_for_model(question)
+        latest = (
+            QuestionReview.objects.filter(content_type=ct, object_id=question.pk)
+            .order_by("-created_on").first()
+        )
+
+        match = False
+        if status == "ANY":
+            match = True
+        elif status == "UNREVIEWED":
+            match = latest is None
+        else:
+            if latest is not None and latest.status == status:
+                match = True
+
+        if match:
+            matches.append(question)
+
+    if not matches:
+        return HttpResponseBadRequest("No matching questions found")
+
+    # Optionally randomize and limit
+    if count and count > 0 and count < len(matches):
+        random.shuffle(matches)
+        matches = matches[:count]
+
+    # Create the Exam
+    if name is None or name.strip() == "":
+        name = f"{request.user.get_full_name() or request.user.username} - Personal SBA Exam"
+
+    exam = Exam(name=name, active=True, candidates_only=True, exam_mode=True)
+    exam.save()
+    # Add author and allow this user to take the exam
+    try:
+        exam.author.add(request.user)
+    except Exception:
+        pass
+    try:
+        exam.valid_user_users.add(request.user)
+    except Exception:
+        pass
+
+    # Add questions
+    for q in matches:
+        exam.exam_questions.add(q)
+
+    exam.order_questions()
+
+    return redirect("sbas:exam_start", pk=exam.pk)
+
+
+@login_required
+def generate_exam(request):
+    """Render a small form allowing the user to name and generate a personal exam from filters."""
+    # Prepare categories and status options for the template
+    categories = Category.objects.all().order_by("category")
+
+    # Build status options: ANY, UNREVIEWED, plus choices from QuestionReview
+    status_options = [("ANY", "Any")]
+    status_options.append(("UNREVIEWED", "Unreviewed"))
+    for v, label in QuestionReview.StatusChoices.choices:
+        status_options.append((v, label))
+
+    return render(request, "sbas/generate_exam.html", {"categories": categories, "status_options": status_options})
+
 
 class UserAnswerTableView(LoginRequiredMixin, SingleTableMixin, FilterView):
     model = UserAnswer
@@ -878,6 +1012,59 @@ def import_llm_questions(request):
     return JsonResponse({"ok": True, "report": report})
 
 
+@login_required
+@user_passes_test(lambda u: u.is_superuser)
+@require_http_methods(["GET", "POST"])
+def merge_category(request):
+    """Admin view: merge one Category into another.
+
+    GET: render form to choose source and target categories.
+    POST: expects 'source' and 'target' (category PKs) and optional 'delete_source' checkbox.
+    The view will reassign all Question.category==source -> target and optionally delete the source Category.
+    """
+    categories = Category.objects.all().order_by('category')
+
+    if request.method == 'GET':
+        return render(request, 'sbas/merge_category.html', {'categories': categories})
+
+    # POST
+    source_id = request.POST.get('source')
+    target_id = request.POST.get('target')
+    delete_source = request.POST.get('delete_source') in ('on', 'true', '1', 'True')
+
+    if not source_id or not target_id:
+        return render(request, 'sbas/merge_category.html', {'categories': categories, 'error': 'Both source and target categories must be selected.'})
+
+    try:
+        source = Category.objects.get(pk=int(source_id))
+        target = Category.objects.get(pk=int(target_id))
+    except Category.DoesNotExist:
+        return render(request, 'sbas/merge_category.html', {'categories': categories, 'error': 'Invalid category selected.'})
+
+    if source.pk == target.pk:
+        return render(request, 'sbas/merge_category.html', {'categories': categories, 'error': 'Source and target must be different.'})
+
+    # perform update inside a transaction
+    from django.db import transaction
+
+    with transaction.atomic():
+        qs = Question.objects.filter(category=source)
+        count = qs.count()
+        qs.update(category=target)
+
+        deleted = False
+        if delete_source:
+            # safe to delete now (no FK references from Question)
+            source.delete()
+            deleted = True
+
+    msg = f"Moved {count} question{'s' if count != 1 else ''} from '{source}' to '{target}'."
+    if deleted:
+        msg += f" Deleted source category '{source}'."
+
+    return render(request, 'sbas/merge_category.html', {'categories': Category.objects.all().order_by('category'), 'success': msg})
+
+
 @login_required
 @user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["POST"])