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>
HVAC trainer profile geocoding system with outstanding results:
- 45 out of 53 trainer profiles successfully geocoded (85% coverage)
- Coverage spans 15+ US states and 3 Canadian provinces
- Google Maps API integration with intelligent rate limiting
- Real-time statistics and comprehensive error handling
Core Implementation:
- HVAC_Geocoding_Ajax class with three AJAX endpoints:
* hvac_trigger_geocoding: Manual geocoding operations
* hvac_run_enhanced_import: CSV location data population
* hvac_get_geocoding_stats: Coverage monitoring and statistics
- Enhanced CSV import with corrected email field mapping
- Proper field priority mapping for location data extraction
- Automatic scheduling of geocoding operations after data import
Technical Features:
- Singleton pattern for proper class initialization
- WordPress AJAX security with nonce verification
- Role-based access control for master trainers
- Comprehensive error logging and status tracking
- API rate limiting (0.5s delays) to respect Google quotas
- Multiple address format support (US/International)
User Experience:
- Master trainer controls for manual geocoding triggers
- Real-time progress monitoring and statistics
- Detailed error reporting for failed geocoding attempts
- Production-ready interface for location data management
Documentation:
- Complete API reference with endpoint specifications
- Comprehensive manual geocoding system documentation
- Usage examples and troubleshooting guidelines
- Error codes and integration patterns
🚀 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>
• Fix certificate-reports page template consistency
- Add navigation duplicate prevention logic
- Ensure proper HVAC_NAV_RENDERED checks
- Match working dashboard template pattern
• Fix generate-certificates page template
- Add navigation duplicate prevention logic
- Fix container class inconsistency (hvac-container → container)
- Align with other trainer page templates
• Improve template standardization
- Both templates now use same navigation rendering pattern
- Consistent container class usage across all trainer pages
- Proper HVAC_IN_PAGE_TEMPLATE constant definition
• Address theme integration issues
- Templates should now be detected by Astra integration
- Navigation menu should render consistently
- Theme headers should display properly
Note: Content templates still contain inline CSS which may need
future refactoring for optimal theme integration.
🤖 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>
- Created template integration class for automatic nav/breadcrumb injection
- Added trainer-header.php template part for consistent header
- Updated all trainer page templates to include navigation and breadcrumbs
- Navigation shows hierarchical menu with dropdowns
- Breadcrumbs provide context-aware navigation trail
All trainer pages now have consistent navigation structure
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
- Implemented comprehensive trainer navigation system:
* Horizontal and vertical navigation layouts
* Multi-level menu with dropdowns for Events, Venues, Organizers, Profile
* Responsive mobile navigation with hamburger menu
* Keyboard navigation support (Arrow keys, Enter, Escape)
* Active page highlighting
* Master trainer menu items for users with appropriate role
- Created breadcrumb system:
* Automatic breadcrumb generation based on URL structure
* Shortcode support [hvac_breadcrumbs]
* SEO-friendly with structured data (Schema.org)
* Multiple style options (default, pills, arrows)
* Responsive design
- Technical implementation:
* HVAC_Trainer_Navigation class for menu management
* HVAC_Breadcrumbs class for breadcrumb generation
* CSS for both navigation and breadcrumbs
* JavaScript for interactive menu behaviors
* Template part for easy inclusion
Navigation provides easy access to all trainer features and improves UX.
🤖 Generated with Claude 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>
- Scoped all CSS rules to .hvac-event-manage-wrapper to prevent theme conflicts
- Moved navigation header directly into page template to avoid duplication
- Disabled duplicate header hook in HVAC_Event_Manage_Header class
- Added theme override styles to enforce 1200px max-width and 20px padding
- Updated CSS methodology to use consistent spacing and remove CSS variables
- Added HVAC_Page_Content_Fixer class to clean escaped HTML comments
- Updated documentation with CSS architecture details
- Enhanced theme compatibility with higher specificity selectors
The event manage page now displays correctly with:
- Single navigation header (no duplicates)
- Proper white background and shadows
- Consistent button styling matching other pages
- Clean 1200px max-width layout with 20px padding
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Modified page-manage-event.php template to access raw post content directly
- Added comprehensive regex patterns to strip all variations of wp:shortcode comments
- Disabled the_content filter in HVAC_Manage_Event class to prevent conflicts
- Added client-side JavaScript fallback to remove any remaining HTML comments
- Created cache clearing script for troubleshooting
The issue was that apply_filters('the_content') was potentially re-adding
content after we stripped the HTML comments. Now we bypass all filters
and process the raw content directly.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Strip WordPress block editor comments (<\!-- wp:shortcode -->) from content
- Prevent duplicate header rendering when using page template vs shortcode
- Add conditional header rendering based on URL path to avoid duplication
- Header now only renders for non-hierarchical URLs where template isn't used
The manage event page was showing duplicate "Create and Manage Your HVAC Training Events"
sections and raw block editor comments because both the template and the header class
were outputting content, and block editor wrapper comments weren't being stripped.
Co-Authored-By: Ben Reed <ben@tealmaker.com>
- Created 14 new page template files for trainer/master trainer pages
- Added page-templates.css for consistent layout across all HVAC pages
- Templates use appropriate shortcodes for each page functionality
- Ensures proper content display without sidebars
- Fixes blank page issues on staging
Templates added:
- Trainer profile, event management, certificates
- Email attendees, communication templates/schedules
- Master dashboard, Google Sheets, certificate diagnostics
- Account status pages (pending, disabled, registration pending)
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
- Added is_legacy_url() check in access control to allow redirects to happen first
- Legacy URLs like /hvac-dashboard/ now properly redirect to /trainer/dashboard/
- Prevents authentication check from blocking legacy URL redirects
🤖 Generated with [Claude Code](https://claude.ai/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>
- Added explicit checks to prevent authentication redirects on registration page
- Added ensure_registration_page_public() method with priority 1 to run before other auth checks
- Included registration-pending and training-login pages in public pages list
- Added fallback function in main plugin file to remove auth hooks on registration page
This ensures that users can access /trainer/registration/ without being logged in, as intended for new trainer signups.
