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Mar 05 2026: implement reinspect comparision, bulk user import 2

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nngo
2026-03-05 09:43:31 -05:00
parent 8a91890931
commit 120134a769
3 changed files with 447 additions and 1 deletions
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app/templates/customers/import.html
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{% extends "base.html" %}
{% block title %}Bulk Customer Import{% endblock %}
{% block content %}
<div class="d-flex justify-content-between align-items-center mb-4">
<div>
<h2><i class="bi bi-upload text-primary me-2"></i>Bulk Customer Import</h2>
<p class="text-muted mb-0">Create multiple customer accounts and assignments from a CSV file.</p>
</div>
<div class="d-flex gap-2">
<a href="{{ url_for('customers.import_template') }}" class="btn btn-sm btn-outline-success">
<i class="bi bi-download me-1"></i>Download Template
</a>
<a href="{{ url_for('customers.index') }}" class="btn btn-sm btn-outline-secondary">
<i class="bi bi-arrow-left me-1"></i>Back to Customers
</a>
</div>
</div>
{# ── Format guide ── #}
<div class="card border-0 bg-light mb-4">
<div class="card-body py-3 px-4">
<h6 class="fw-semibold mb-2"><i class="bi bi-info-circle me-1 text-primary"></i>CSV Format</h6>
<div class="row g-3 small">
<div class="col-md-4">
<strong>Required columns</strong>
<ul class="mb-0 mt-1 ps-3">
<li><code>username</code> — unique login name</li>
<li><code>email</code> — unique email address</li>
<li><code>password</code> — min 8 characters</li>
</ul>
</div>
<div class="col-md-4">
<strong>Optional columns</strong>
<ul class="mb-0 mt-1 ps-3">
<li><code>project_name</code> — exact project name</li>
<li><code>facility_name</code> — exact facility name within project (leave blank for all)</li>
</ul>
</div>
<div class="col-md-4">
<strong>Tips</strong>
<ul class="mb-0 mt-1 ps-3">
<li>Repeat a username on multiple rows to assign them to multiple projects</li>
<li>Leave <code>facility_name</code> blank to grant access to all facilities in the project</li>
<li>Existing usernames/emails will be flagged as errors before anything is saved</li>
</ul>
</div>
</div>
</div>
</div>
{# ── Upload form ── #}
{% if not preview_rows %}
<div class="card shadow-sm">
<div class="card-header bg-primary text-white fw-semibold">
<i class="bi bi-file-earmark-arrow-up me-1"></i> Upload CSV File
</div>
<div class="card-body">
<form method="POST" enctype="multipart/form-data">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<div class="mb-3">
<label class="form-label fw-semibold">Select CSV File</label>
<input type="file" name="csv_file" accept=".csv" class="form-control" required>
<div class="form-text">Maximum recommended file size: 500 KB · UTF-8 encoding.</div>
</div>
<button type="submit" class="btn btn-primary">
<i class="bi bi-search me-1"></i> Parse &amp; Preview
</button>
</form>
</div>
</div>
{% else %}
{# ── Preview results ── #}
<div class="card shadow-sm mb-4">
<div class="card-header d-flex justify-content-between align-items-center
bg-{{ 'danger' if has_errors else 'success' }} text-white">
<span class="fw-semibold">
<i class="bi bi-{{ 'x-circle' if has_errors else 'check-circle' }} me-1"></i>
Preview — {{ preview_rows|length }} row(s) parsed
</span>
<span>
<span class="badge bg-white text-success">{{ valid_count }} valid</span>
{% set err_count = preview_rows|length - valid_count %}
{% if err_count > 0 %}
<span class="badge bg-white text-danger ms-1">{{ err_count }} error(s)</span>
{% endif %}
</span>
</div>
<div class="card-body p-0">
<div class="table-responsive">
<table class="table table-sm table-hover mb-0" style="font-size:.85rem;">
<thead class="table-light">
<tr>
<th width="50">Row</th>
<th>Username</th>
<th>Email</th>
<th>Project</th>
<th>Facility Scope</th>
<th>Status</th>
</tr>
</thead>
<tbody>
{% for row in preview_rows %}
<tr class="{{ 'table-danger' if row.status == 'error' else '' }}">
<td class="text-muted">{{ row.row }}</td>
<td>{{ row.username or '—' }}</td>
<td>{{ row.email or '—' }}</td>
<td>{{ row.project }}</td>
<td>{{ row.facility }}</td>
<td>
{% if row.status == 'ok' %}
<span class="badge bg-success">Ready</span>
{% else %}
<span class="badge bg-danger">Error</span>
<ul class="mb-0 ps-3 text-danger" style="font-size:.78rem;">
{% for e in row.errors %}<li>{{ e }}</li>{% endfor %}
</ul>
{% endif %}
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
{# ── Action buttons ── #}
{% if has_errors %}
<div class="alert alert-danger">
<i class="bi bi-exclamation-triangle-fill me-1"></i>
<strong>Errors found.</strong> Fix the issues above and re-upload.
Error rows will be skipped — only valid rows can be imported.
{% if valid_count > 0 %}
You may still import the {{ valid_count }} valid row(s) by clicking below.
{% endif %}
</div>
{% endif %}
<div class="d-flex gap-3 align-items-center">
{% if valid_count > 0 %}
<form method="POST">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<input type="hidden" name="confirmed" value="1">
<input type="hidden" name="rows_json" value="{{ rows_json }}">
<button type="submit" class="btn btn-success"
onclick="return confirm('Create {{ valid_count }} customer account(s) and their assignments?')">
<i class="bi bi-person-check me-1"></i>
Import {{ valid_count }} Valid Row{{ 's' if valid_count != 1 else '' }}
</button>
</form>
{% endif %}
<a href="{{ url_for('customers.bulk_import') }}" class="btn btn-outline-secondary">
<i class="bi bi-arrow-counterclockwise me-1"></i> Upload Different File
</a>
</div>
{% endif %}
{% endblock %}