upskill-event-manager/docs
bengizmo 7bae7a10fa feat: Complete HVAC Trainer CSV import system with comprehensive functionality
Created a complete trainer import system that successfully imported 43 trainers from CSV:

IMPORT RESULTS:
-  34 new users created with hvac_trainer role
-  9 existing users updated with new certification data
-  20 training venues created with proper geographic data
-  22 training organizations created with company information
-  Zero errors during import process
-  No email notifications sent (prevented during import)

CORE COMPONENTS:
- bin/import-trainers-from-csv.php - Main import engine with comprehensive error handling
- bin/preview-csv-import.php - Data analysis and preview functionality
- scripts/import-trainers.sh - User-friendly wrapper script
- docs/TRAINER-IMPORT.md - Complete documentation and usage guide

KEY FEATURES:
- Smart duplicate detection using email addresses as primary key
- Comprehensive data validation and sanitization
- Intelligent venue/organizer creation based on CSV flags
- Full HVAC plugin meta field population (certification data, locations, etc.)
- WordPress integration with proper user roles and post relationships
- Email notification prevention during bulk operations
- Detailed logging and progress reporting
- Rollback-safe operations with comprehensive error handling

TECHNICAL EXCELLENCE:
- CSV parsing with proper escape character handling
- WordPress coding standards compliance
- Singleton pattern for clean architecture
- Comprehensive data mapping between CSV and WordPress/HVAC fields
- Production-ready with staging deployment and verification

Successfully deployed and tested on staging with 100% success rate.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-08-01 12:15:22 -03:00
..
scraped Initial commit: Implemented registration and login functionality 2025-03-25 10:56:29 -03:00
00_testing_improvement_plan_140425.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
API-REFERENCE.md feat: Implement comprehensive user role field and certification tracking system 2025-08-01 10:52:11 -03:00
ARCHITECTURE.md fix: Resolve event manage page CSS override and duplicate header issues 2025-07-30 15:36:39 -03:00
automatic-page-creation-plan.md feat: Implement auto page creation & fix login E2E tests 2025-03-28 17:18:21 -03:00
CONFIGURATION.md feat: Implement comprehensive user role field and certification tracking system 2025-08-01 10:52:11 -03:00
CUSTOMIZATION-EXAMPLES.md fix: Resolve duplicate initialization and jQuery selector errors 2025-07-28 17:58:39 -03:00
deploy-plugin-safe-script.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
DEPLOYMENT-CHECKLIST.md feat: Implement comprehensive user role field and certification tracking system 2025-08-01 10:52:11 -03:00
deployment.md Update plugin verification and integration scripts for correct TEC plugin slugs; resolve activation issues; document E2E test failures and update integration testing plan 2025-04-24 14:54:39 -03:00
design_guidance.md docs: update Memory Bank and implementation plan with development environment progress 2025-03-25 14:28:26 -03:00
DEVELOPMENT-GUIDE.md feat: Implement comprehensive user role field and certification tracking system 2025-08-01 10:52:11 -03:00
documentation-plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
FINAL_DEPLOYMENT_REPORT.md docs: Add comprehensive deployment reports and testing documentation 2025-07-30 17:16:53 -03:00
hvac-multi-role-testing-plan.md fix(testing): Update Playwright test docs and identify missing test user 2025-04-23 17:59:59 -03:00
hvac-role-testing-plan.md fix(testing): Update Playwright test docs and identify missing test user 2025-04-23 17:59:59 -03:00
implementation_plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
mvp-integration-testing-plan.md Update plugin verification and integration scripts for correct TEC plugin slugs; resolve activation issues; document E2E test failures and update integration testing plan 2025-04-24 14:54:39 -03:00
phpunit-staging-setup-plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
PLAYWRIGHT-TEST-COMPATIBILITY.md fix: Resolve duplicate initialization and jQuery selector errors 2025-07-28 17:58:39 -03:00
PLUGIN-ARCHITECTURE-REFACTORING.md refactor: Implement new plugin architecture with single-responsibility classes 2025-07-28 18:04:48 -03:00
README.md feat: Implement comprehensive user role field and certification tracking system 2025-08-01 10:52:11 -03:00
REFACTORING-GUIDE.md fix: Resolve duplicate initialization and jQuery selector errors 2025-07-28 17:58:39 -03:00
REQUIREMENTS.md fix(testing): Update Playwright test docs and identify missing test user 2025-04-23 17:59:59 -03:00
role-implementation-plan.md feat: Implement auto page creation & fix login E2E tests 2025-03-28 17:18:21 -03:00
role-manager-api.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-phpunit-setup.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-restore-plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-restore-report.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-test-implementation-report.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-test-plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-test-simplified-plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
staging-workflow-plan.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
tec-ce-shortcode-integration-plan.md Refactors event submission and listing to use TEC Community Events 2025-04-02 22:23:37 -03:00
tec-ce-template-customization-plan.md Refactors event submission and listing to use TEC Community Events 2025-04-02 22:23:37 -03:00
TEMPLATE-SYSTEM-REFACTOR-PLAN.md fix: Resolve duplicate content and raw shortcode display on manage event page 2025-07-30 10:06:49 -03:00
test-environment-checklist.md feat(testing): Implement HVAC Role Manager component 2025-04-14 19:02:22 -03:00
TESTING_PLAN_TRAINER_FEATURES.md feat: Add navigation menu system and breadcrumb functionality 2025-07-30 16:45:58 -03:00
TESTING_REPORT_TRAINER_FEATURES.md feat: Add navigation menu system and breadcrumb functionality 2025-07-30 16:45:58 -03:00
TRAINER-IMPORT.md feat: Complete HVAC Trainer CSV import system with comprehensive functionality 2025-08-01 12:15:22 -03:00
trainer-role.md Initial commit: Implemented registration and login functionality 2025-03-25 10:56:29 -03:00
trainer_page_refactor_30July2025.md feat: Major registration refactor and new trainer management pages 2025-07-30 16:29:51 -03:00
TROUBLESHOOTING.md feat: Implement comprehensive user role field and certification tracking system 2025-08-01 10:52:11 -03:00
Upskill_HVAC_Prod_WP_Info.txt Initial commit: Implemented registration and login functionality 2025-03-25 10:56:29 -03:00
WORDPRESS_ADMIN_TASKS.md feat: Complete final deployment and documentation 2025-07-30 20:32:34 -03:00

HVAC Community Events Plugin Documentation

Overview

The HVAC Community Events plugin is a comprehensive event management system designed specifically for HVAC trainers. It integrates seamlessly with WordPress and The Events Calendar to provide trainer profiles, certificate generation, venue management, certification tracking, and advanced reporting capabilities.

Documentation Structure

📋 Configuration Guide

Complete reference for plugin configuration including:

  • System architecture overview
  • Configuration files and constants
  • User roles and permissions
  • URL structure and routing
  • Theme integration (Astra)
  • Database structure

💻 Development Guide

Best practices and guidelines for developers:

  • Development environment setup
  • Coding standards (WordPress, PHP, JS, CSS)
  • Architecture principles and patterns
  • Git workflow and deployment process
  • Testing strategies
  • Security best practices
  • Performance optimization

🔧 Troubleshooting Guide

Solutions to common issues:

  • 404 errors and missing pages
  • Navigation and menu problems
  • CSS and theme conflicts
  • Database issues
  • Performance problems
  • Recovery procedures
  • Debugging techniques

🏗️ Architecture Documentation

Technical architecture details:

  • Plugin structure
  • Class responsibilities
  • Hook system
  • Data flow
  • Integration points

Quick Start

Installation

  1. Upload plugin to /wp-content/plugins/
  2. Activate through WordPress admin
  3. Plugin automatically creates required pages
  4. Configure settings as needed

Key Features

  • Trainer Profiles: Comprehensive trainer management with photos, certifications, and statistics
  • Event Management: Full integration with The Events Calendar
  • Certificate Generation: Automated PDF certificate creation with custom templates
  • Venue Management: Organize training locations with TEC integration
  • Master Dashboard: Aggregate reporting for master trainers
  • Hierarchical URLs: SEO-friendly URL structure (/trainer/dashboard/)

User Roles

  1. hvac_trainer: Standard trainer role

    • Manage own events
    • Generate certificates
    • Manage profile, venues, organizers
  2. hvac_master_trainer: Advanced trainer role

    • All trainer capabilities
    • View aggregate reports
    • Access master dashboard
    • Manage other trainers

Important Notes

  • Dual-role users (both trainer and master trainer) will only see the master trainer navigation
  • Plugin requires The Events Calendar to be installed and active
  • Optimized for Astra theme but compatible with most WordPress themes
  • PHP 7.4+ required (PHP 8.0+ recommended)

Support

For issues or questions:

  1. Check the Troubleshooting Guide
  2. Review error logs in /wp-content/debug.log
  3. Contact development team with detailed error information

Version History

  • v2.0.0 (Current) - Major refactor with modular architecture
  • v1.0.0 - Initial release

Last updated: August 2025