- Add comprehensive Training Leads system for HVAC trainers * New /trainer/training-leads/ page with tabular contact submission display * HVAC_Training_Leads class with AJAX status updates and filtering * Empty state messaging and profile sharing CTA * Database integration with existing contact forms system - Restructure trainer navigation menu for better UX * Rename "Customize" to "Profile" with logical groupings * Move "Logout" under "Profile" submenu * Change "Personal Profile" to "Trainer Profile" * Add "Training Leads" under Profile section * Update help menu to show only question mark icon positioned far right - Enhance documentation system * Fix /trainer/documentation/ page styling and navigation integration * Update content to reflect current platform features * Add Training Leads documentation and navigation guide * Implement proper WordPress template structure - Update user management * Change joe@upskillhvac.com display name to "Joe Medosch" * Assign Joe as author of measureQuick headquarters venue * Assign Joe as author of measureQuick and Upskill HVAC organizers 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
22 KiB
HVAC Plugin API Reference
Table of Contents
PHP Classes
HVAC_Plugin
Main plugin initialization class.
class HVAC_Plugin {
/**
* Get plugin instance (Singleton)
* @return HVAC_Plugin
*/
public static function instance()
/**
* Initialize plugin components
* @return void
*/
public function init()
}
HVAC_Event_Manager
Manages event creation and manipulation.
class HVAC_Event_Manager {
/**
* Create a new event
* @param array $event_data Event information
* @return int|WP_Error Event ID or error
*/
public static function create_event($event_data)
/**
* Get trainer events
* @param int $trainer_id Trainer user ID
* @param array $args Query arguments
* @return array Array of event objects
*/
public static function get_trainer_events($trainer_id, $args = array())
/**
* Update event
* @param int $event_id Event ID
* @param array $data Event data to update
* @return bool Success status
*/
public static function update_event($event_id, $data)
}
HVAC_Certificate_Generator
Handles PDF certificate generation.
class HVAC_Certificate_Generator {
/**
* Generate certificate for attendee
* @param int $event_id Event ID
* @param array $attendee Attendee data
* @return string|WP_Error PDF file path or error
*/
public function generate_certificate($event_id, $attendee)
/**
* Generate bulk certificates
* @param int $event_id Event ID
* @param array $attendees Array of attendee data
* @return array Results array with successes and failures
*/
public function generate_bulk_certificates($event_id, $attendees)
}
HVAC_Trainer_Profile
Manages trainer profile functionality.
class HVAC_Trainer_Profile {
/**
* Get trainer profile data
* @param int $trainer_id User ID
* @return array Profile data
*/
public static function get_profile($trainer_id)
/**
* Update trainer profile
* @param int $trainer_id User ID
* @param array $data Profile data
* @return bool Success status
*/
public static function update_profile($trainer_id, $data)
/**
* Get trainer statistics
* @param int $trainer_id User ID
* @return array Statistics data
*/
public static function get_statistics($trainer_id)
}
HVAC_Menu_System
Handles navigation menu rendering.
class HVAC_Menu_System {
/**
* Render trainer navigation menu
* @return void Outputs HTML
*/
public function render_trainer_menu()
/**
* Get menu structure for current user
* @return array Menu items array
*/
private function get_menu_structure()
}
JavaScript APIs
Global Objects
// Main HVAC object
window.HVAC = {
// Initialize components
init: function() {},
// Event management
events: {
create: function(data) {},
update: function(eventId, data) {},
delete: function(eventId) {}
},
// Profile management
profile: {
load: function(userId) {},
save: function(data) {},
uploadPhoto: function(file) {}
},
// Utilities
utils: {
showMessage: function(message, type) {},
confirm: function(message, callback) {},
formatDate: function(date) {}
}
};
// AJAX helper
window.hvacAjax = {
post: function(action, data, success, error) {},
get: function(action, data, success, error) {}
};
jQuery Plugins
// Dashboard initialization
jQuery(document).ready(function($) {
// Initialize date pickers
$('.hvac-datepicker').datepicker({
dateFormat: 'yy-mm-dd'
});
// Initialize form validation
$('.hvac-form').validate({
rules: {
event_title: 'required',
event_date: 'required'
}
});
});
WordPress Hooks
Actions
// Plugin lifecycle
do_action('hvac_plugin_activated');
do_action('hvac_plugin_deactivated');
do_action('hvac_plugin_updated', $old_version, $new_version);
// Page creation
do_action('hvac_before_create_pages');
do_action('hvac_after_create_pages', $page_ids);
// Event management
do_action('hvac_before_event_save', $event_data);
do_action('hvac_after_event_save', $event_id, $event_data);
do_action('hvac_event_deleted', $event_id);
// Certificate generation
do_action('hvac_before_certificate_generate', $event_id, $attendee);
do_action('hvac_after_certificate_generate', $certificate_path);
// User profile
do_action('hvac_profile_updated', $user_id, $profile_data);
do_action('hvac_trainer_registered', $user_id);
Filters
// Capability checks
apply_filters('hvac_user_can_manage_event', $can_manage, $user_id, $event_id);
apply_filters('hvac_user_can_generate_certificates', $can_generate, $user_id);
// Data manipulation
apply_filters('hvac_event_data', $event_data, $event_id);
apply_filters('hvac_certificate_data', $certificate_data, $event_id, $attendee);
apply_filters('hvac_profile_fields', $fields, $user_id);
// Display filters
apply_filters('hvac_menu_items', $menu_items, $user_role);
apply_filters('hvac_dashboard_widgets', $widgets, $user_id);
apply_filters('hvac_date_format', $format);
// Query filters
apply_filters('hvac_events_query_args', $args, $context);
apply_filters('hvac_trainers_query_args', $args);
Template System
HVAC_Community_Events Template Loading
The plugin uses a custom template loading system via the template_include filter.
class HVAC_Community_Events {
/**
* Load custom templates for HVAC pages
* @param string $template Current template path
* @return string Modified template path
*/
public function load_custom_templates($template)
}
Template Mappings:
// Certificate pages use full page templates
'trainer/certificate-reports' => 'templates/page-certificate-reports.php'
'trainer/generate-certificates' => 'templates/page-generate-certificates.php'
// Dashboard pages
'trainer/dashboard' => 'templates/template-hvac-dashboard.php'
'master-trainer/master-dashboard' => 'templates/template-hvac-master-dashboard.php'
// Other pages
'trainer/event/manage' => 'templates/page-manage-event.php'
'trainer/profile' => 'templates/page-trainer-profile.php'
Template Structure Requirements: All HVAC page templates must include:
// Define constant to indicate page template context
define('HVAC_IN_PAGE_TEMPLATE', true);
get_header(); // Required: WordPress header
?>
<div class="hvac-page-wrapper">
<?php
// Navigation menu
if (class_exists('HVAC_Menu_System')) {
HVAC_Menu_System::instance()->render_trainer_menu();
}
// Breadcrumbs
if (class_exists('HVAC_Breadcrumbs')) {
echo HVAC_Breadcrumbs::instance()->render_breadcrumbs();
}
?>
<div class="container">
<?php echo do_shortcode('[hvac_shortcode_name]'); ?>
</div>
</div>
<?php
get_footer(); // Required: WordPress footer
Astra Theme Integration
class HVAC_Astra_Integration {
/**
* Disable Astra breadcrumbs for HVAC pages
*/
public function disable_astra_breadcrumbs($enabled)
public function disable_breadcrumb_option($option)
public function disable_breadcrumb_position($position)
/**
* Force full-width layout for HVAC pages
*/
public function force_hvac_page_layout($layout)
public function force_hvac_content_layout($layout)
}
Common Template Issues & Solutions:
-
Pages showing only shortcode content:
- Ensure
load_custom_templates()uses page templates, not content templates - Verify
get_header()andget_footer()are called
- Ensure
-
Duplicate breadcrumbs:
- Add Astra breadcrumb disable filters
- Check theme breadcrumb settings
-
Missing navigation:
- Remove
HVAC_NAV_RENDEREDconstant checks - Ensure Menu System is properly initialized
- Remove
AJAX Endpoints
CSV Import System
hvac_run_enhanced_import
Description: Execute enhanced CSV import from actual file with comprehensive field mapping
Method: POST
Permissions: hvac_master_trainer or administrator
Nonce: hvac_ajax_nonce
Request:
jQuery.post(hvac_ajax.ajax_url, {
action: 'hvac_run_enhanced_import',
nonce: hvac_ajax.nonce
});
Response:
{
"success": true,
"data": {
"total_rows": 43,
"users_created": 0,
"users_updated": 43,
"profiles_created": 0,
"profiles_updated": 43,
"taxonomies_assigned": 43,
"venues_created": 15,
"organizers_created": 20,
"errors": 0,
"details": ["Row 2: Processed email@example.com successfully", ...],
"start_time": "2025-08-04 09:30:00",
"end_time": "2025-08-04 09:31:15"
}
}
Features:
- Reads
CSV_Trainers_Import_1Aug2025.csvfile directly - Imports all 19 available CSV fields
- Creates/updates users and trainer profiles
- Assigns taxonomy terms (business_type, training_audience)
- Auto-creates venues and organizers based on CSV flags
- Comprehensive error handling and progress tracking
Imported Fields:
- Contact: Name, Email, Phone, Website
- Professional: Company, Role, Certification details
- Location: Country, State, City
- Taxonomies: Business Type, Training Audience
- Meta: Application Details, User ID, Creation Flags
Event Management
// Create event
{
action: 'hvac_create_event',
nonce: hvac_ajax.nonce,
event_data: {
title: 'Event Title',
start_date: '2025-08-15',
venue_id: 123,
capacity: 50
}
}
// Update event
{
action: 'hvac_update_event',
nonce: hvac_ajax.nonce,
event_id: 456,
event_data: {
title: 'Updated Title'
}
}
// Delete event
{
action: 'hvac_delete_event',
nonce: hvac_ajax.nonce,
event_id: 456
}
Profile Management
// Get profile data
{
action: 'hvac_get_profile',
nonce: hvac_ajax.nonce,
user_id: 789 // Optional, defaults to current user
}
// Update profile
{
action: 'hvac_update_profile',
nonce: hvac_ajax.nonce,
profile_data: {
bio: 'Updated bio',
certifications: ['NATE', 'EPA'],
website: 'https://example.com'
}
}
// Upload profile photo
{
action: 'hvac_upload_photo',
nonce: hvac_ajax.nonce,
photo: File // File object from input
}
Certificate Generation
// Generate single certificate
{
action: 'hvac_generate_certificate',
nonce: hvac_ajax.nonce,
event_id: 456,
attendee_id: 789
}
// Generate bulk certificates
{
action: 'hvac_generate_bulk_certificates',
nonce: hvac_ajax.nonce,
event_id: 456,
attendee_ids: [789, 790, 791]
}
Shortcodes
Display Shortcodes
// Trainer dashboard
[hvac_trainer_dashboard]
// Event list
[hvac_event_list trainer_id="123" limit="10" status="upcoming"]
// Profile view
[hvac_trainer_profile_view user_id="123"]
// Profile edit form
[hvac_trainer_profile_edit]
// Certificate reports
[hvac_certificate_reports]
// Event creation form
[hvac_event_form]
// Venue management
[hvac_venue_list]
[hvac_venue_form]
// Organizer management
[hvac_organizer_list]
[hvac_organizer_form]
Shortcode Parameters
// Event list parameters
[hvac_event_list
trainer_id="" // Trainer ID (default: current user)
limit="10" // Number of events
status="upcoming" // upcoming|past|all
orderby="date" // date|title|capacity
order="ASC" // ASC|DESC
]
// Profile view parameters
[hvac_trainer_profile_view
user_id="" // User ID (default: current user)
show_stats="true" // Show statistics
show_events="true" // Show event list
]
Database Schema
Post Meta (Events)
-- Event-specific meta keys
_EventStartDate -- Event start datetime
_EventEndDate -- Event end datetime
_EventVenueID -- Venue post ID
_EventOrganizerID -- Organizer post ID
_EventTrainerID -- Trainer user ID
_EventCapacity -- Maximum attendees
_EventRegisteredCount -- Current registration count
_EventCertificateTemplate -- Certificate template ID
User Meta (Trainers)
-- Profile information
role -- User's HVAC industry role (technician, installer, etc.)
hvac_bio -- Trainer biography
hvac_certifications -- Serialized array of certifications
hvac_trainer_photo -- Attachment ID of profile photo
hvac_website -- Trainer website URL
hvac_location -- Trainer location
hvac_phone -- Contact phone
-- Certification information (admin/master trainer editable only)
date_certified -- Date when trainer was certified (YYYY-MM-DD)
certification_type -- Type of certification ('Certified measureQuick Trainer', 'Certified measureQuick Champion')
certification_status -- Current certification status ('Active', 'Expired', 'Pending', 'Disabled')
-- Training preferences
hvac_training_formats -- Serialized array of formats
hvac_training_audience -- Target audience
hvac_training_topics -- Specialized topics
-- Statistics (cached)
hvac_total_events -- Total events created
hvac_total_students -- Total students trained
hvac_total_revenue -- Total revenue generated
Options Table
-- Plugin settings
hvac_plugin_version -- Current plugin version
hvac_settings -- Serialized settings array
hvac_email_templates -- Email template configurations
hvac_certificate_settings -- Certificate generation settings
-- Feature flags
hvac_enable_zoho -- Zoho CRM integration
hvac_enable_analytics -- Analytics tracking
hvac_maintenance_mode -- Maintenance mode flag
Manual Geocoding API Endpoints
Trigger Manual Geocoding
Endpoint: hvac_trigger_geocoding
Method: POST (AJAX)
Permissions: hvac_master_trainer or administrator
Manually triggers geocoding for all trainer profiles using Google Maps API.
Parameters: None (uses AJAX nonce for security)
Response:
{
"success": true,
"data": {
"total_profiles": 53,
"geocoded_count": 45,
"skipped_count": 7,
"error_count": 1,
"api_key_valid": true,
"start_time": "2025-08-01 20:34:36",
"end_time": "2025-08-01 20:34:36",
"duration": 21600,
"details": [
{
"id": 5868,
"title": "William Ramsey - Trainer Profile",
"status": "already_geocoded",
"coordinates": {"lat": 33.9532531, "lng": -84.5499358}
}
]
}
}
Status Values:
geocoded- Successfully geocoded in this operationalready_geocoded- Profile already has valid coordinatesno_address- Profile missing location dataerror- Geocoding failed with errorfailed- Google Maps API returned no results
Enhanced CSV Import
Endpoint: hvac_run_enhanced_import
Method: POST (AJAX)
Permissions: hvac_master_trainer or administrator
Imports trainer location data from embedded CSV data with field mapping.
Parameters: None (uses embedded CSV data)
Response:
{
"success": true,
"data": {
"total_rows": 43,
"users_created": 0,
"users_updated": 43,
"profiles_created": 0,
"profiles_updated": 43,
"errors": 0,
"geocoding_scheduled": 43,
"session_id": "enhanced_2025-08-02_02-33-53",
"import_log_saved": true,
"start_time": "2025-08-01 19:12:36",
"end_time": "2025-08-01 19:12:36",
"duration": 0
}
}
Get Geocoding Statistics
Endpoint: hvac_get_geocoding_stats
Method: POST (AJAX)
Permissions: hvac_trainer, hvac_master_trainer, or administrator
Retrieves current geocoding coverage and statistics.
Parameters: None
Response:
{
"success": true,
"data": {
"total_profiles": "53",
"geocoded_profiles": "45",
"public_profiles": "53",
"sync_issues": 0
}
}
Trainer Profile Sharing API
HVAC_QR_Generator Class
Handles QR code generation and profile sharing functionality.
class HVAC_QR_Generator {
/**
* Generate QR code URL using QR Server API
* @param string $data Data to encode in QR code
* @param int $size QR code size in pixels (default: 200)
* @param string $error_correction Error correction level (L, M, Q, H)
* @return string QR code image URL
*/
public function generate_qr_url($data, $size = 200, $error_correction = 'M')
/**
* Generate QR code for trainer profile
* @param int $profile_id Trainer profile ID
* @param int $size QR code size in pixels
* @return string|false QR code URL or false on error
*/
public function generate_trainer_profile_qr($profile_id, $size = 200)
/**
* Get shareable trainer profile URL
* @param int $profile_id Trainer profile ID
* @return string|false Profile URL or false on error
*/
public function get_trainer_profile_share_url($profile_id)
/**
* Get trainer profile data for sharing
* @param int $profile_id Trainer profile ID
* @return array|false Profile data or false on error
*/
public function get_trainer_share_data($profile_id)
/**
* Generate profile card HTML for sharing
* @param int $profile_id Trainer profile ID
* @param array $options Display options
* @return string|false HTML content or false on error
*/
public function generate_profile_card_html($profile_id, $options = [])
}
Profile Sharing AJAX Endpoint
hvac_get_profile_share_data
Description: Retrieve trainer profile sharing data including QR code URL
Method: POST
Permissions: Any logged-in user
Nonce: hvac_profile_sharing
Request:
jQuery.post(hvac_sharing.ajax_url, {
action: 'hvac_get_profile_share_data',
profile_id: 5840,
nonce: hvac_sharing.nonce
});
Response:
{
"success": true,
"data": {
"profile_id": 5840,
"user_id": 123,
"trainer_name": "John Smith",
"business_name": "HVAC Pro Services",
"trainer_city": "Atlanta",
"trainer_state": "GA",
"certification_type": "Certified measureQuick Trainer",
"profile_image": "https://example.com/uploads/profile.jpg",
"share_url": "https://example.com/find-a-trainer/profile/5840/",
"qr_code_url": "https://api.qrserver.com/v1/create-qr-code/?size=200x200&data=https%3A//example.com/find-a-trainer/profile/5840/&ecc=M"
}
}
QR Code API Details:
- Service: QR Server API (https://api.qrserver.com/v1/create-qr-code/)
- Format: PNG image
- Default Size: 200x200 pixels
- Error Correction: M (Medium, ~15% damage recovery)
- Encoding: URL-encoded profile share URL
Share URL Structure:
- Pattern:
/find-a-trainer/profile/{profile_id}/ - Rewrite Rule:
^find-a-trainer/profile/([0-9]+)/?$ - Query Var:
trainer_profile_id - Requirements: Must include trailing slash for WordPress rewrite rules
JavaScript Integration:
// Profile sharing object
var ProfileSharing = {
// Open share modal
openShareModal: function(profileId) {},
// Load share data via AJAX
loadShareData: function(profileId) {},
// Create profile card HTML
createProfileCardHtml: function(data) {},
// Copy URL to clipboard
copyShareUrl: function() {}
};
// Localized variables required
hvac_sharing.ajax_url // WordPress AJAX URL
hvac_sharing.nonce // Security nonce
hvac_sharing.strings // UI messages
Profile Card Features:
- Professional trainer photo or initial placeholder
- measureQuick certification badge overlay
- Business name and location display
- QR code for instant sharing
- Responsive design (600x300px default)
- Professional styling with rounded corners
Error Codes
Geocoding Errors
GEOCODING_INVALID_NONCE- Security nonce verification failedGEOCODING_INSUFFICIENT_PERMISSIONS- User lacks required capabilitiesGEOCODING_API_KEY_INVALID- Google Maps API key missing or invalidGEOCODING_NO_PROFILES- No trainer profiles found to geocodeGEOCODING_ADDRESS_FAILED- Address could not be geocodedGEOCODING_API_ERROR- Google Maps API returned an error
CSV Import Errors
IMPORT_INVALID_NONCE- Security nonce verification failedIMPORT_INSUFFICIENT_PERMISSIONS- User lacks required capabilitiesIMPORT_NO_DATA- No CSV data available to importIMPORT_USER_NOT_FOUND- CSV email doesn't match any WordPress userIMPORT_PROFILE_NOT_FOUND- User doesn't have a trainer profileIMPORT_UPDATE_FAILED- Failed to update profile metadata
Event Errors
HVAC001- Invalid event dataHVAC002- Event not foundHVAC003- Insufficient permissions to manage eventHVAC004- Event capacity exceeded
User Errors
HVAC101- User not foundHVAC102- Invalid user roleHVAC103- Insufficient permissionsHVAC104- Profile update failed
Certificate Errors
HVAC201- Certificate generation failedHVAC202- Invalid attendee dataHVAC203- Template not foundHVAC204- PDF library error
System Errors
HVAC901- Database connection errorHVAC902- File system errorHVAC903- Third-party API errorHVAC904- Unknown error
Response Formats
Success Response
{
"success": true,
"data": {
"id": 123,
"message": "Operation completed successfully",
"additional_data": {}
}
}
Error Response
{
"success": false,
"data": {
"code": "HVAC001",
"message": "Invalid event data",
"details": {
"field": "event_date",
"error": "Date must be in the future"
}
}
}