Data Exchange (Export / Import / Templates)
Overview: evolve the existing Export Data page into a unified Data Exchange hub offering three tabs: Export, Import, and Templates.
Key principles
- Reuse the existing export lists; do not redesign the Export UI.
- Build an ImportShell that standardises upload, mapping, validation, preview, confirm, and report flows.
- Provide downloadable Template and Example files for each entity.
Recommended tab order (consistent across tabs): - Students - Modules - Assignments - Outcomes - Rubrics - Grades
Export: keep current functionality as-is.
Export
The Export tab contains the existing export lists. Quick access anchors:
Grades
Open the Grades tab to export grade CSVs for scoped classes.
Import: supported imports should initially be: Outcomes, Modules, Assignments, Rubrics, Grades. Start with Outcomes importer to validate the shell.
Templates: provide Download Template and Download Example for each entity.
Mapping step: optional Map step after upload for non-native formats (CSV column → ILS field). Store mappings for reuse.
Import report: downloadable report showing Imported / Updated / Skipped / Errors with row-level details.
Access: page visible to all roles; each role sees only their slice. Teachers and coordinators land directly on the Grades tab (their most relevant export). The class dropdown is scoped by role on the backend (class_teachers for teachers, coordinator_programs for coordinators). Teachers/coordinators see only one mode button (Export), so the switcher row is hidden for them.
Role matrix (what they see):
| Action / Role | Admin | Designer | Coordinator | Teacher |
|---|---|---|---|---|
| Export: Students | ✓ | — | ✓ (own programme classes) | — |
| Export: Modules/Assignments/Outcomes/Rubrics | ✓ | ✓ | — | — |
| Export: Grades | ✓ | — | ✓ (own programme classes) | ✓ (own classes) |
| Export: Attendance | ✓ | — | ✓ (own programme classes) | ✓ (own classes) |
| Import tab | ✓ | ✓ | — | — |
| Templates tab | ✓ | ✓ | — | — |
Access restricted block removed — Teachers and coordinators land directly on the Grades tab (their most relevant export). The class dropdown is already scoped by role on the backend (class_teachers for teachers, coordinator_programs for coordinators). Teachers/coordinators see only one mode button (Export), so the switcher row is hidden entirely for them.
Note on combined roles
If a user has both Teacher and Designer roles (for example, P. Goen), they will see the curriculum authoring tools (Export, Import, Templates, Modules, Assignments, Outcomes, Rubrics) because of the Designer role, while Grades & Submissions and Attendance remain scoped to their teacher view and list only the classes they teach. The class dropdown is filtered server-side by the class_teachers relation when isTeacher=true so the user sees only their class (e.g., "BK Jaar 1 — 2025/2026").
Example expected UI for teacher+designer:
- Tabs:
Export | Import | Templates - Export sub-list:
Modules, Assignments, Outcomes & Frameworks, Rubrics, Grades & Submissions, Attendance - Class dropdown:
BK Jaar 1 — 2025/2026(only his class) - Actions:
Download CSVfor current selection
Last updated: 2026-07-07