CLI Engage Roster & Account Manager

A menu-driven command-line tool that converts effective-dated Skyward employee assignment reports into validated CLI Engage bulk-upload transaction files (Insert/Update/Delete/Transfer), with saved templates, column-mapping memory, and day-over-day change detection.

Districts running Skyward as their system of record and CLI Engage as a downstream application need a repeatable way to keep account access current: new hires need accounts, campus transfers need to move access from the old campus to the new one, and terminations need to be removed — every day, without a human re-deriving the diff by hand. This tool automates that diff.

What it does

Given a Skyward assignment export (CSV or XLSX) and a target role (for example, School Specialist), the importer:

• Auto-detects the report's columns against a configurable candidate list (falling back to an interactive picker when a column can't be matched), and remembers the mapping for next time.
• Computes who is active in the target role on a given date, using each row's effective start/end dates.
• Diffs today's active set against yesterday's to produce I (insert), U (update — info changed or moved between campuses), D (delete), and T (transfer) rows in the exact column layout CLI Engage expects.
• Detects missed days (for example, after a long weekend or an outage) and offers to catch up the diff across every missed date, not just today's.
• Saves reusable profiles (role, column mapping, standardized input filename) and templates (output column layout, per-app defaults) so a recurring run is a single menu selection.

Getting started

Requirements: Python 3.8+ and the packages in requirements.txt (pandas; installed automatically by the launcher scripts, or manually with pip install -r requirements.txt).

# macOS / Linux
bash LAUNCH_MAC_LINUX.sh

# Windows
LAUNCH_WINDOWS.bat

Or run the script directly once dependencies are installed:

python skyward_to_cliengage.py [--date YYYY-MM-DD] [--catchup]

Drop your Skyward export (CSV/XLSX) in the same folder and follow the menu. --date treats a specific date as "today," which is useful for testing or backfilling; --catchup skips the "process missed days?" prompt and always includes them.

Try it with sample data

sample_data/sample_skyward_export.csv is a synthetic six-employee export (fake names, a fictional "Riverbend ISD," and example.org emails — no real district data) with a mix of a role match, a non-matching role, and a campus transfer, so you can see the daily-delta and full-export logic run without pointing the tool at anything real:

cp sample_data/sample_skyward_export.csv .
python skyward_to_cliengage.py --date 2025-10-16

Output format

Generated files use the Action,Transaction_Type,Community_Name,... column layout CLI Engage's School Specialist bulk-upload template expects (see DEFAULT_TEMPLATE in skyward_to_cliengage.py). The Manage templates menu lets you clone and edit that layout for other CLI Engage transaction types without touching code.

Tests

pip install pytest
python -m pytest tests/

The test suite covers the pure data-transformation logic — date parsing, active-role-on-a-date computation, fuzzy role matching, and daily-delta row generation (including the campus-transfer case) — run against the sample export in sample_data/. It does not attempt to test the interactive menu loops.

A note on data

This repository and its sample data contain no real student records, employee records, or district-specific defaults. Point it at your own Skyward export locally; nothing here assumes a particular district's column names, role names, or CLI Engage community/school IDs beyond the generic candidates listed in DEFAULT_TEMPLATE.

License

MIT — see LICENSE.