COMPREHENSIVE CSV IMPORT SYSTEM REDESIGN
Problem Resolved:
- Trainer profiles missing critical information from CSV_Trainers_Import_1Aug2025.csv
- Existing import system used hardcoded data instead of reading actual CSV file
- Missing 19 fields of professional information including phone numbers, websites, certifications
Solution Implemented:
- Complete enhanced CSV import system reading actual CSV file with 43 trainer records
- Full taxonomy integration for business_type and training_audience classifications
- Comprehensive field mapping for all 19 available CSV fields
- Multi-value taxonomy handling for comma-separated fields
- Automatic venue/organizer creation based on CSV flags
Key Components Added:
- includes/enhanced-csv-import-from-file.php: Main CSV import class with comprehensive processing
- Updated includes/class-hvac-geocoding-ajax.php: Enhanced AJAX integration
- includes/taxonomy-migration.php: Safe data migration utilities
- Comprehensive error handling, progress tracking, and logging
Fields Now Imported:
- Contact: Name, Email, Phone, Website
- Professional: Company, Role, Certification details (date, type, status)
- Location: Country, State, City
- Taxonomies: Business Type, Training Audience with multi-value support
- System: Application Details, User ID, Venue/Organizer creation flags
Testing Results:
- 43 CSV rows processed successfully
- 43 trainer profiles updated with enhanced data
- Proper taxonomy assignments with comma-separated value handling
- Automatic venue/organizer creation
- Zero errors during import process
- Complete data integrity preserved
TAXONOMY SYSTEM ENHANCEMENTS
Trainer Profile Taxonomy Implementation:
- WordPress taxonomies for business_type and training_audience
- Dynamic form loading from taxonomy terms with fallback support
- Multi-value checkbox and radio interfaces
- Safe data migration from text fields to taxonomies
Template Updates:
- templates/template-edit-profile.php: Dynamic taxonomy loading
- templates/page-master-trainer-profile-edit.php: Enhanced taxonomy management
- templates/page-master-dashboard.php: Fixed critical PHP fatal error
Critical Bug Fixes:
- Fixed HVAC_Community_Events::get_instance() undefined method error
- Master dashboard template now uses correct instance() method
- Eliminated PHP fatal errors preventing master trainer access
COMPREHENSIVE TESTING & VALIDATION
E2E Testing with Playwright:
- 87.5% test pass rate (7/8 tests passing)
- Registration form taxonomy integration verified
- Profile editing with taxonomy selections confirmed
- Data persistence across sessions validated
- Comprehensive visual evidence captured
Documentation Updates:
- docs/API-REFERENCE.md: Complete CSV import AJAX endpoint documentation
- docs/DEVELOPMENT-GUIDE.md: CSV import architecture and best practices
- docs/README.md: Enhanced system overview with CSV import features
- CLAUDE.md: Comprehensive memory entry for future reference
Production Impact:
- Complete trainer profiles with professional information
- Enhanced business categorization through taxonomy system
- Automatic event management preparation with venues/organizers
- Improved master trainer dashboard functionality
- Zero data loss with comprehensive error handling
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
• Add user role field to registration, profile display, and profile edit
- 10 role options: technician, installer, supervisor, manager, trainer, consultant, sales rep, engineer, business owner, other
- Required field with server-side validation
- Radio buttons in registration, dropdown in profile edit
- Displays in profile with proper capitalization
• Implement advanced certification tracking system
- Date Certified: HTML5 date picker with validation (no future dates)
- Certification Type: dropdown with "Certified measureQuick Trainer" and "Certified measureQuick Champion"
- Certification Status: color-coded status badges (Active/Expired/Pending/Disabled)
• Add sophisticated role-based access control
- Regular trainers: read-only access to certification fields
- Administrators & master trainers: full edit access to certification fields
- Visual indicators for read-only fields
- Server-side permission validation
• Enhance plugin activation system
- Initialize all 36 user meta fields for existing users
- Smart default assignment based on user capabilities
- Backward compatibility maintained
• Add professional UI styling
- Blue-bordered certification section with trophy icon
- Color-coded status badges with proper contrast
- Read-only field styling with visual indicators
- Enhanced form controls with focus states
• Comprehensive testing and documentation
- E2E test coverage with visual verification
- Updated API reference with new meta fields
- Access control patterns documented
- 100% test pass rate on staging environment
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Refactored registration form:
* Moved Application Details to Personal Information section
* Renamed Business Information to Training Organization Information
* Added required Organization Logo upload with media library integration
* Added Headquarters location fields (City, State/Province, Country)
* Moved training-related fields into Organization section
* Created conditional Training Venue Information section with auto-population
- Created comprehensive venue management system:
* Training Venues List page (/trainer/venue/list) with filtering and pagination
* Manage Venue page (/trainer/venue/manage) for create/edit operations
* Full integration with The Events Calendar venue post type
* AJAX-powered forms with real-time validation
- Created trainer profile system:
* Trainer Profile view page (/trainer/profile) with stats and certifications
* Profile Edit page (/trainer/profile/edit) with photo upload
* Years of experience tracking and professional information
* Integration with user meta and custom fields
- Created training organizers management:
* Organizers List page (/trainer/organizer/list) with search functionality
* Manage Organizer page (/trainer/organizer/manage) for CRUD operations
* Organization logo upload and headquarters tracking
* Full integration with The Events Calendar organizer post type
- Technical improvements:
* Modular PHP class architecture for each feature
* Comprehensive AJAX handlers with security nonces
* Responsive CSS design for all new pages
* JavaScript form validation and dynamic behavior
* Proper WordPress and TEC API integration
All new features follow hierarchical URL structure and include breadcrumb navigation.
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
- Implement singleton pattern for HVAC_Enhanced_Settings to prevent duplicate initialization
- Fix jQuery selector error by checking for valid hash selectors before using $(href)
- Add default email templates with professional copy for trainer notifications
- Update plugin version to 1.0.1 for cache busting
- Remove duplicate Enhanced Settings initialization from HVAC_Community_Events
- Add force cache refresh suffix to admin scripts
This resolves the duplicate content issue on email templates page and fixes
JavaScript errors in the admin interface.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add trainer status system (pending, approved, active, inactive, disabled)
- Create access control system based on trainer status
- Refactor Master Dashboard with enhanced trainer table
- Add status column and filtering
- Implement search and pagination
- Add bulk status update functionality
- Create status pages for pending and disabled trainers
- Implement approval workflow with email notifications
- Add email template management to settings page
- Include comprehensive test suite (unit, integration, E2E)
This allows Master Trainers to manage trainer accounts, approve new registrations,
and control access based on account status. Trainers must be approved before
accessing dashboard features.
Co-Authored-By: Claude <noreply@anthropic.com>
- Fixed registration redirect URL to use hierarchical structure (/trainer/registration/)
- Fixed manage event page detection to be more specific (was matching any page with 'manage')
- Event creation content now only shows on actual event management pages
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
