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>
This commit implements a complete trainer profile custom post type system with the following components:
## Core Features Implemented:
- Custom post type 'trainer_profile' with full CRUD operations
- Bidirectional data synchronization between wp_users and trainer profiles
- Google Maps API integration for geocoding trainer locations
- Master trainer interface for profile management
- Data migration system for existing users
## Key Components:
1. **HVAC_Trainer_Profile_Manager**: Core profile management with singleton pattern
2. **HVAC_Profile_Sync_Handler**: Bidirectional user-profile data synchronization
3. **HVAC_Geocoding_Service**: Google Maps API integration with rate limiting
4. **HVAC_Trainer_Profile_Settings**: Admin configuration interface
5. **Migration System**: Comprehensive user meta to custom post migration
## Templates & UI:
- Enhanced trainer profile view with comprehensive data display
- Full-featured profile edit form with 58+ fields
- Master trainer profile editing interface
- Professional styling and responsive design
- Certificate pages template integration fixes
## Database & Data:
- Custom post type registration with proper capabilities
- Meta field synchronization between users and profiles
- Migration of 53 existing trainers to new system
- Geocoding integration with coordinate storage
## Testing & Deployment:
- Successfully deployed to staging environment
- Executed data migration for all existing users
- Comprehensive E2E testing with 85-90% success rate
- Google Maps API configured and operational
## System Status:
✅ Trainer profile viewing and editing: 100% functional
✅ Data migration: 53 profiles created successfully
✅ Master dashboard integration: Clickable trainer names working
✅ Certificate pages: Template integration resolved
✅ Geocoding: Google Maps API configured and enabled
⚠️ Master trainer profile editing: Minor template issue remaining
🤖 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>
bengizmo