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Add membership CSV export to root group

Problem to solve

In %13.7 we'll be adding an export button to the admin area to enable self-managed customers to export a list of all users and their respective group, subgroup, and project memberships. This fulfills an important audit reporting need for compliance-minded customers, but this functionality does not yet exist at the group level to support SaaS customers.

Intended users

User experience goal

A group owner can click an export button in Group > Members to generate a csv file showing the same data in the self-managed proposal

Proposal

Add an export button in Group > Members to generate a csv file showing the same data in the self-managed proposal

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Implementation Plan

  • Add "Export to CSV" button to root group members list. (frontend but, backend can lead with assistance if neccessary)
  • Clicking that button triggers a background job to generate the CSV and email it to the user who triggered the download. (Group owner)
    • Inline downloads are potentially too slow when SQL queries are potentially complex.
  • The downloaded CSV list should match the visible content and columns of the members list.
  • If this proves too difficult due to database constraints the CSV should contain a list of all members of the group and subgroups.
Edited by Max Woolf