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Batch Credential Upload

Overview

This user story covers the functionality for staffing company users to upload multiple candidate records via CSV file for batch credential issuance, enabling efficient processing of large numbers of credentials.

User Stories

Upload CSV File for Batch Credential Issuance

As a staffing company user,
I want to upload a CSV file with multiple candidate records,
So that I can issue credentials in batch rather than creating them individually.

Acceptance Criteria: - Given I am logged in as a staffing company user - When I access the batch upload interface - Then I should see an option to download a CSV template - And I should be able to upload a CSV file with candidate data - And the system should validate the CSV structure before processing - And the system should display a preview of the data to be processed - And I should be able to confirm or cancel the batch upload - And the system should process valid records and create credential offers - And the system should provide a summary of successful and failed records - And I should receive an email notification when the batch processing is complete

Download CSV Template

As a staffing company user,
I want to download a CSV template with the required structure,
So that I can format my data correctly for batch upload.

Acceptance Criteria: - Given I am on the batch upload page - When I click "Download Template" - Then I should receive a CSV file with the correct column headers - And the template should include sample data for reference - And the template should include comments explaining required formats - And the template should include all required fields for credential creation: - Candidate Name - Candidate Email - Candidate Phone - Job Title - Department - Start Date (YYYY-MM-DD format) - End Date (YYYY-MM-DD format) - Employment Status - Salary (optional) - Performance Rating (optional) - Skills - Supervisor Name - Supervisor Email

Validate CSV Data Before Processing

As a staffing company user,
I want to see validation results for my CSV data before processing,
So that I can fix any errors and ensure successful credential creation.

Acceptance Criteria: - Given I have uploaded a CSV file - When the system validates the data - Then I should see a validation report showing: - Total number of records - Number of valid records - Number of invalid records - Specific errors for each invalid record with row numbers - And invalid entries should be highlighted with specific error messages - And I should be able to download a report of validation errors - And I should be able to fix errors and re-upload the file - And the system should prevent processing until all critical errors are resolved

Track Batch Processing Status

As a staffing company user,
I want to view the status of my batch upload process,
So that I can monitor progress and know when it's complete.

Acceptance Criteria: - Given I have submitted a batch upload - When the processing begins - Then I should see a progress indicator showing: - Current processing status - Number of records processed - Number of records remaining - Estimated time to completion - And I should be able to view processing details in real-time - And I should receive notifications for processing milestones - And I should be able to cancel the processing if needed - And the system should handle interruptions gracefully

Handle Large CSV Files

As a staffing company user,
I want to upload large CSV files with hundreds of records,
So that I can efficiently process all my candidates at once.

Acceptance Criteria: - Given I have a large CSV file (up to 1000+ records) - When I upload the file - Then the system should handle the upload without timeout - And the system should process records in batches to avoid performance issues - And the system should provide progress updates during processing - And the system should use background job processing for large files - And I should be able to continue using the platform while processing occurs - And the system should send email notifications for processing completion

View Batch Processing Results

As a staffing company user,
I want to view detailed results of my batch processing,
So that I can understand which credentials were successfully created and which failed.

Acceptance Criteria: - Given my batch processing has completed - When I view the results - Then I should see a summary report showing: - Total records processed - Number of successful credential creations - Number of failed credential creations - Detailed error messages for failed records - And I should be able to download the results report - And I should be able to retry failed records - And I should be able to export successful records for reference - And failed records should include specific reasons for failure

Technical Notes

Integration Requirements

  • Integration with VelocityService for batch credential creation
  • Background job processing using the existing Job entity
  • CSV parsing and validation functionality
  • Progress tracking and status updates

Performance Requirements

  • Support for processing 500+ credentials per batch
  • Background processing to avoid blocking the UI
  • Progress tracking with real-time updates
  • Efficient memory usage for large file processing

Dependencies

  • Organization onboarding must be completed
  • User authentication and authorization
  • Integration with Velocity Credential Agent
  • Email service for notifications
  • Background job processing system

Priority

High - Enables efficient processing of multiple credentials, required for first project drop

References

  • Velocity Network batch issuing guide: https://docs.velocitynetwork.foundation/docs/developers/developers-guide-batch-issuing