upskill-event-manager/docs/TRAINING-LEADS.md

# Training Leads Management System Documentation

**Version**: 2.0.0  
**Last Updated**: August 28, 2025  
**Component**: HVAC_Training_Leads  
**Status**: ✅ Production Ready

## Table of Contents
1. [Overview](#overview)
2. [Features](#features)
3. [User Interface](#user-interface)
4. [Lead Lifecycle](#lead-lifecycle)
5. [Technical Architecture](#technical-architecture)
6. [Database Schema](#database-schema)
7. [API Reference](#api-reference)
8. [Security Considerations](#security-considerations)
9. [Best Practices](#best-practices)
10. [Troubleshooting](#troubleshooting)

## Overview

The Training Leads Management System captures and manages contact requests from potential training clients through the "Find a Trainer" directory. This system provides trainers with a centralized hub to track, manage, and respond to inbound training inquiries.

### Key Benefits
- **Lead Capture**: Automated collection from public profiles
- **Status Tracking**: Monitor lead progress through stages
- **Communication Hub**: Direct contact links and message viewing
- **Conversion Tracking**: Monitor lead-to-client conversion
- **Privacy Protection**: Secure handling of contact information

## Features

### Core Functionality

#### Lead Dashboard (`/trainer/profile/training-leads/`)
- **Comprehensive Table View**: All leads in one place
- **Status Management**: New, Read, Replied, Archived states
- **Contact Information**: Email and phone with direct links
- **Message Viewing**: Full message with modal display
- **Quick Actions**: Status updates with single click
- **Empty State**: Helpful guidance when no leads

### Lead Information Display

#### Data Fields
- **Submission Date**: When the lead was received
- **Contact Name**: First and last name
- **Email Address**: Clickable mailto link
- **Phone Number**: Clickable tel link (if provided)
- **Location**: City and state/province
- **Message**: Inquiry details with preview/full view
- **Status Badge**: Visual status indicator

### Status Management

#### Lead States
1. **New**: Unread incoming lead (yellow badge)
2. **Read**: Lead has been viewed (blue badge)
3. **Replied**: Trainer has responded (green badge)
4. **Archived**: Lead closed/completed (red badge)

### Advanced Features

#### Message Handling
- **Preview Display**: First 8 words with ellipsis
- **Modal View**: Full message in popup
- **Line Break Preservation**: Maintains formatting
- **Character Limit**: Handles long messages gracefully

#### Call-to-Action
- **Profile Promotion**: Encourage profile sharing
- **Lead Generation**: Tips for attracting more leads
- **Visual Appeal**: Gradient background CTA card

## User Interface

### Lead Management Table
```
┌──────────────────────────────────────────────────────┐
│ Training Leads                                       │
│ Manage contact requests from potential clients       │
├──────────────────────────────────────────────────────┤
│ Date │ Name │ Email │ Phone │ Location │ Status     │
├──────┼──────┼───────┼───────┼──────────┼────────────┤
│ Aug  │ John │ john@ │ 555-  │ NYC, NY  │ [New]      │
│ 28   │ Doe  │       │ 0123  │          │            │
│      │      │       │       │          │ [Mark Read]│
└──────────────────────────────────────────────────────┘
```

### Message Modal
```
┌─────────────────────────────────────┐
│ Full Message                    [X] │
├─────────────────────────────────────┤
│                                     │
│ I am interested in scheduling HVAC  │
│ training for my team of 15          │
│ technicians. We need EPA 608        │
│ certification preparation.           │
│                                     │
│ Please contact me to discuss        │
│ available dates and pricing.        │
│                                     │
├─────────────────────────────────────┤
│                        [Close]      │
└─────────────────────────────────────┘
```

### Empty State
```
┌─────────────────────────────────────┐
│         📧                          │
│                                     │
│  No inbound training requests       │
│                                     │
│  When potential clients contact     │
│  you through the "Find a Trainer"   │
│  directory, their messages will     │
│  appear here.                       │
└─────────────────────────────────────┘
```

### Call-to-Action Card
```
┌─────────────────────────────────────┐
│  Want more training leads?          │
│                                     │
│  Share your profile with the world  │
│  to attract more potential clients! │
│                                     │
│  [Share your profile with world!]   │
└─────────────────────────────────────┘
```

## Lead Lifecycle

### 1. Lead Generation
```
Public Profile Page
    ↓
Contact Form Submission
    ↓
Database Storage
    ↓
Trainer Notification (optional)
```

### 2. Lead Processing
```
NEW Lead
    ↓
Trainer Views → READ
    ↓
Trainer Contacts → REPLIED
    ↓
Lead Closed → ARCHIVED
```

### 3. Status Transitions
```mermaid
stateDiagram-v2
    [*] --> New: Form Submission
    New --> Read: Mark Read
    New --> Replied: Mark Replied
    Read --> Replied: Mark Replied
    Read --> Archived: Archive
    Replied --> Archived: Archive
    Archived --> [*]
```

## Technical Architecture

### Class Structure

```php
class HVAC_Training_Leads {
    // Singleton pattern
    private static $instance = null;
    
    public static function instance() {
        if (null === self::$instance) {
            self::$instance = new self();
        }
        return self::$instance;
    }
    
    // Core methods
    public function render_training_leads_page()
    private function get_trainer_submissions()
    public function ajax_update_lead_status()
    public function ajax_mark_lead_replied()
    private function verify_lead_ownership()
}
```

### File Structure
```
includes/
├── class-hvac-training-leads.php      # Main leads class
├── database/
│   └── class-hvac-contact-submissions-table.php
templates/
└── page-trainer-training-leads.php    # Leads page template
```

### AJAX Endpoints

#### Update Lead Status
- **Action**: `wp_ajax_hvac_update_lead_status`
- **Nonce**: `hvac_ajax_nonce`
- **Parameters**: `lead_id`, `status`
- **Response**: Success/error message

#### Mark Lead as Replied
- **Action**: `wp_ajax_hvac_mark_lead_replied`
- **Nonce**: `hvac_ajax_nonce`
- **Parameters**: `lead_id`
- **Response**: Success/error message

## Database Schema

### Contact Submissions Table
```sql
CREATE TABLE wp_hvac_contact_submissions (
    id INT AUTO_INCREMENT PRIMARY KEY,
    trainer_id INT NOT NULL,
    first_name VARCHAR(100),
    last_name VARCHAR(100),
    email VARCHAR(100),
    phone VARCHAR(20),
    city VARCHAR(100),
    state_province VARCHAR(100),
    message TEXT,
    status VARCHAR(20) DEFAULT 'new',
    submission_date DATETIME DEFAULT CURRENT_TIMESTAMP,
    updated_date DATETIME ON UPDATE CURRENT_TIMESTAMP,
    KEY trainer_id (trainer_id),
    KEY status (status),
    KEY submission_date (submission_date)
);
```

### Status Values
- `new` - Unread submission
- `read` - Viewed by trainer
- `replied` - Trainer has responded
- `archived` - Closed/completed

## API Reference

### PHP Functions

#### Retrieving Leads
```php
// Get leads for specific trainer
$leads = HVAC_Contact_Submissions_Table::get_submissions([
    'trainer_id' => $trainer_id,
    'limit' => 100,
    'orderby' => 'submission_date',
    'order' => 'DESC'
]);

// Get single submission
$lead = HVAC_Contact_Submissions_Table::get_submission($lead_id);

// Get leads by status
$new_leads = HVAC_Contact_Submissions_Table::get_submissions([
    'trainer_id' => $trainer_id,
    'status' => 'new'
]);
```

#### Updating Lead Status
```php
// Update status
HVAC_Contact_Submissions_Table::update_status($lead_id, 'read');

// Mark as replied
HVAC_Contact_Submissions_Table::update_status($lead_id, 'replied');

// Archive lead
HVAC_Contact_Submissions_Table::update_status($lead_id, 'archived');
```

#### Creating Test Leads
```php
// Insert test submission
global $wpdb;
$wpdb->insert(
    $wpdb->prefix . 'hvac_contact_submissions',
    [
        'trainer_id' => $trainer_id,
        'first_name' => 'John',
        'last_name' => 'Doe',
        'email' => 'john@example.com',
        'phone' => '555-0123',
        'city' => 'New York',
        'state_province' => 'NY',
        'message' => 'Interested in training',
        'status' => 'new'
    ]
);
```

### JavaScript Functions

#### Update Status via AJAX
```javascript
jQuery.ajax({
    url: hvac_ajax.url,
    type: 'POST',
    data: {
        action: 'hvac_update_lead_status',
        lead_id: leadId,
        status: 'read',
        nonce: hvac_ajax.nonce
    },
    success: function(response) {
        if (response.success) {
            location.reload(); // Refresh to show updated status
        } else {
            alert('Error: ' + response.data.message);
        }
    }
});
```

#### Display Message Modal
```javascript
// Show full message in modal
$('.hvac-view-message').on('click', function(e) {
    e.preventDefault();
    var message = $(this).data('message');
    $('#hvac-full-message').html(message.replace(/\n/g, '<br>'));
    $('#hvac-message-modal').fadeIn();
});

// Close modal
$('.hvac-modal-close').on('click', function(e) {
    e.preventDefault();
    $('#hvac-message-modal').fadeOut();
});
```

## Security Considerations

### Access Control
- **View Leads**: Only lead owner can view
- **Update Status**: Only lead owner can update
- **Delete Leads**: Not implemented (data retention)
- **Export Leads**: Not implemented (privacy)

### Data Protection
```php
// Verify lead ownership
private function verify_lead_ownership($lead_id, $user_id) {
    $submission = HVAC_Contact_Submissions_Table::get_submission($lead_id);
    return $submission && $submission->trainer_id == $user_id;
}

// Check before any operation
if (!$this->verify_lead_ownership($lead_id, get_current_user_id())) {
    wp_send_json_error(['message' => 'Access denied']);
}
```

### Input Sanitization
```php
// Sanitize all inputs
$lead_id = absint($_POST['lead_id']);
$status = sanitize_text_field($_POST['status']);

// Validate status values
$allowed_statuses = ['new', 'read', 'replied', 'archived'];
if (!in_array($status, $allowed_statuses)) {
    wp_send_json_error(['message' => 'Invalid status']);
}
```

### Nonce Verification
```php
// All AJAX requests require nonce
check_ajax_referer('hvac_ajax_nonce', 'nonce');
```

## Best Practices

### Performance Optimization
- **Pagination**: Limit to 100 leads per page
- **Indexing**: Database indexes on key fields
- **Caching**: Query results cached when possible
- **Lazy Loading**: Modal content loads on demand

### User Experience
- **Real-time Updates**: AJAX status changes
- **Visual Feedback**: Loading indicators
- **Clear CTAs**: Obvious action buttons
- **Responsive Design**: Mobile-optimized

### Data Management
- **Retention Policy**: Keep leads for analytics
- **Export Capability**: Future CSV export
- **Backup Strategy**: Regular database backups
- **GDPR Compliance**: Data protection measures

### Email Integration
```php
// Future enhancement: Email notifications
function notify_trainer_new_lead($lead_id) {
    $lead = HVAC_Contact_Submissions_Table::get_submission($lead_id);
    $trainer = get_user_by('id', $lead->trainer_id);
    
    $subject = 'New Training Lead Received';
    $message = sprintf(
        'You have a new training lead from %s %s',
        $lead->first_name,
        $lead->last_name
    );
    
    wp_mail($trainer->user_email, $subject, $message);
}
```

## Troubleshooting

### Common Issues

#### No Leads Appearing
**Problem**: Dashboard shows empty state despite submissions  
**Solutions**:
1. Verify trainer_id matches current user
2. Check database table exists
3. Confirm submissions have correct trainer_id
```sql
-- Check submissions
SELECT * FROM wp_hvac_contact_submissions 
WHERE trainer_id = [USER_ID];
```

#### Status Not Updating
**Problem**: Clicking status buttons doesn't work  
**Solutions**:
1. Check JavaScript console for errors
2. Verify AJAX URL is correct
3. Confirm nonce is valid
```javascript
// Debug AJAX
console.log('AJAX URL:', hvac_ajax.url);
console.log('Nonce:', hvac_ajax.nonce);
```

#### Modal Not Opening
**Problem**: View Full button doesn't show message  
**Solutions**:
1. Check message data attribute
2. Verify modal HTML exists
3. Check for JavaScript errors
```javascript
// Debug modal
console.log('Message data:', $(this).data('message'));
console.log('Modal exists:', $('#hvac-message-modal').length);
```

### Error Messages

| Error | Meaning | Solution |
|-------|---------|----------|
| "Unauthorized" | Not logged in or wrong role | Check authentication |
| "Access denied" | Not lead owner | Verify trainer_id |
| "Invalid parameters" | Missing required data | Check AJAX request |
| "Failed to update" | Database error | Check table structure |

### Database Verification
```sql
-- Check table structure
DESCRIBE wp_hvac_contact_submissions;

-- Verify data integrity
SELECT 
    status, 
    COUNT(*) as count 
FROM wp_hvac_contact_submissions 
GROUP BY status;

-- Find orphaned leads
SELECT * FROM wp_hvac_contact_submissions 
WHERE trainer_id NOT IN (
    SELECT ID FROM wp_users
);
```

## Analytics and Reporting

### Key Metrics
```php
// Lead statistics
function get_lead_stats($trainer_id) {
    global $wpdb;
    $table = $wpdb->prefix . 'hvac_contact_submissions';
    
    return [
        'total' => $wpdb->get_var($wpdb->prepare(
            "SELECT COUNT(*) FROM $table WHERE trainer_id = %d",
            $trainer_id
        )),
        'new' => $wpdb->get_var($wpdb->prepare(
            "SELECT COUNT(*) FROM $table WHERE trainer_id = %d AND status = 'new'",
            $trainer_id
        )),
        'replied' => $wpdb->get_var($wpdb->prepare(
            "SELECT COUNT(*) FROM $table WHERE trainer_id = %d AND status = 'replied'",
            $trainer_id
        ))
    ];
}
```

### Conversion Tracking
```php
// Calculate conversion rate
function get_conversion_rate($trainer_id) {
    $stats = get_lead_stats($trainer_id);
    if ($stats['total'] == 0) return 0;
    
    return round(($stats['replied'] / $stats['total']) * 100, 2);
}
```

## Future Enhancements

### Planned Features
- **Email Notifications**: Real-time lead alerts
- **SMS Integration**: Text message notifications
- **Lead Scoring**: Automatic quality rating
- **Follow-up Reminders**: Scheduled reminders
- **Lead Notes**: Private trainer notes
- **Tags/Categories**: Lead classification
- **Bulk Actions**: Mass status updates
- **Export**: CSV download capability
- **Analytics Dashboard**: Conversion metrics
- **CRM Integration**: Salesforce, HubSpot

### API Extensions
- **REST API**: Lead management endpoints
- **Webhooks**: Real-time notifications
- **GraphQL**: Advanced queries
- **Mobile App**: Native app support

### UI Improvements
- **Kanban Board**: Drag-drop interface
- **Calendar View**: Time-based display
- **Quick Reply**: In-line responses
- **Rich Filters**: Advanced search

---

*For additional support, see [TROUBLESHOOTING.md](TROUBLESHOOTING.md) or contact the development team.*