From 83ae95e67b6cbc555e5d65678fb486f6e98cc522 Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 17:06:23 +0100 Subject: [PATCH 01/50] Implement a CSV import directly in the theme --- dt-import/FEATURE_IMPLEMENTATION.md | 128 ++ dt-import/IMPLEMENTATION_GUIDE.md | 1246 +++++++++++++++ dt-import/PROJECT_SPECIFICATION.md | 374 +++++ dt-import/admin/dt-import-admin-tab.php | 267 ++++ dt-import/admin/dt-import-mapping.php | 332 ++++ dt-import/admin/dt-import-processor.php | 582 +++++++ dt-import/ajax/dt-import-ajax.php | 1160 ++++++++++++++ dt-import/assets/README.md | 138 ++ dt-import/assets/css/dt-import.css | 1143 +++++++++++++ dt-import/assets/js/dt-import-modals.js | 322 ++++ dt-import/assets/js/dt-import.js | 1418 +++++++++++++++++ dt-import/dt-import.php | 137 ++ .../includes/dt-import-field-handlers.php | 245 +++ dt-import/includes/dt-import-utilities.php | 296 ++++ dt-import/includes/dt-import-validators.php | 109 ++ functions.php | 6 + 16 files changed, 7903 insertions(+) create mode 100644 dt-import/FEATURE_IMPLEMENTATION.md create mode 100644 dt-import/IMPLEMENTATION_GUIDE.md create mode 100644 dt-import/PROJECT_SPECIFICATION.md create mode 100644 dt-import/admin/dt-import-admin-tab.php create mode 100644 dt-import/admin/dt-import-mapping.php create mode 100644 dt-import/admin/dt-import-processor.php create mode 100644 dt-import/ajax/dt-import-ajax.php create mode 100644 dt-import/assets/README.md create mode 100644 dt-import/assets/css/dt-import.css create mode 100644 dt-import/assets/js/dt-import-modals.js create mode 100644 dt-import/assets/js/dt-import.js create mode 100644 dt-import/dt-import.php create mode 100644 dt-import/includes/dt-import-field-handlers.php create mode 100644 dt-import/includes/dt-import-utilities.php create mode 100644 dt-import/includes/dt-import-validators.php diff --git a/dt-import/FEATURE_IMPLEMENTATION.md b/dt-import/FEATURE_IMPLEMENTATION.md new file mode 100644 index 000000000..1bf90ffac --- /dev/null +++ b/dt-import/FEATURE_IMPLEMENTATION.md @@ -0,0 +1,128 @@ +# Value Mapping Implementation for Key Select and Multi Select Fields + +## Overview + +This implementation adds comprehensive value mapping functionality for `key_select` and `multi_select` fields in the DT Import system. Users can now map CSV values to the available field options for these field types during the field mapping step. + +## Key Features Implemented + +### 1. Enhanced Value Mapping Modal +- **Real data fetching**: Fetches actual CSV column data and field options from the server +- **Unique value detection**: Shows all unique values found in the CSV column +- **Flexible mapping**: Users can map, skip, or ignore specific CSV values +- **Auto-mapping**: Intelligent auto-mapping with fuzzy matching for similar values +- **Batch operations**: Clear all mappings or auto-map similar values with one click + +### 2. New API Endpoints + +#### Get Field Options (`/dt-import/v2/{post_type}/field-options`) +- **Method**: GET +- **Parameters**: `field_key` (required) +- **Purpose**: Fetches available options for key_select and multi_select fields +- **Returns**: Formatted key-value pairs of field options + +#### Get Column Data (`/dt-import/v2/{session_id}/column-data`) +- **Method**: GET +- **Parameters**: `column_index` (required) +- **Purpose**: Fetches unique values and sample data from a specific CSV column +- **Returns**: Unique values, sample data, and total count + +### 3. Enhanced JavaScript Functionality + +#### DTImportModals Class Extensions +- `getColumnCSVData()`: Fetches CSV column data from session +- `getFieldOptions()`: Fetches field options from server API +- `autoMapValues()`: Intelligent auto-mapping with fuzzy matching +- `clearAllMappings()`: Clears all value mappings +- `updateMappingCount()`: Live count of mapped vs unmapped values + +### 4. User Interface Improvements + +#### Value Mapping Modal +- **Enhanced layout**: Wider modal (800px) with better spacing +- **Control buttons**: Auto-map and clear all functionality +- **Live feedback**: Real-time mapping count and progress indicator +- **Better data display**: Shows total unique values found +- **Sticky headers**: Table headers remain visible while scrolling + +#### Field Mapping Integration +- **Seamless integration**: "Configure Values" button appears for key_select/multi_select fields +- **Mapping indicator**: Button shows count of mapped values +- **Field-specific options**: Only shows for applicable field types + +### 5. Data Processing Enhancements + +#### Value Mapping Storage +```php +// Field mapping structure now supports value mappings +$field_mappings[column_index] = [ + 'field_key' => 'field_name', + 'column_index' => 0, + 'value_mapping' => [ + 'csv_value_1' => 'dt_option_key_1', + 'csv_value_2' => 'dt_option_key_2', + // ... + ] +]; +``` + +#### Processing Logic +- **key_select fields**: Maps single CSV values to single DT options +- **multi_select fields**: Splits semicolon-separated values and maps each +- **Fallback handling**: Direct option matching if no mapping defined +- **Error handling**: Clear error messages for invalid mappings + +### 6. CSS Styling + +#### New CSS Classes +- `.value-mapping-modal`: Enhanced modal styling +- `.value-mapping-controls`: Action button container +- `.value-mapping-container`: Scrollable table container +- `.value-mapping-select`: Styled dropdown selects +- `.mapping-summary`: Live mapping progress display + +## User Workflow + +1. **Field Selection**: User selects a key_select or multi_select field for a CSV column +2. **Configure Values**: "Configure Values" button appears in field-specific options +3. **Modal Display**: Click opens modal showing all unique CSV values +4. **Value Mapping**: User maps CSV values to available field options +5. **Auto-mapping**: Optional auto-mapping for similar values +6. **Save Mapping**: Mappings are saved and stored with field configuration +7. **Import Processing**: Values are transformed according to mappings during import + +## Technical Implementation Details + +### Backend Processing +- **DT_Import_Mapping::get_unique_column_values()**: Extracts unique values from CSV +- **Field validation**: Ensures mapped values are valid field options +- **Import processing**: Applies value mappings during record creation + +### Frontend Integration +- **Modal system**: Reusable modal framework for field configuration +- **Event handling**: Proper event delegation for dynamic content +- **Error handling**: User-friendly error messages and validation +- **State management**: Maintains mapping state across modal interactions + +### API Integration +- **REST API**: Follows WordPress REST API standards +- **Authentication**: Uses WordPress nonce verification +- **Error responses**: Standardized error response format +- **Data validation**: Server-side validation of all inputs + +## Benefits + +1. **Data Integrity**: Ensures CSV values map to valid DT field options +2. **User Experience**: Intuitive interface with helpful auto-mapping +3. **Flexibility**: Supports skipping unwanted values or mapping multiple values +4. **Efficiency**: Batch operations for common mapping tasks +5. **Validation**: Real-time feedback and error prevention + +## Future Enhancements + +1. **Value Suggestions**: AI-powered mapping suggestions based on content analysis +2. **Template Mapping**: Save and reuse value mappings for similar imports +3. **Bulk Import**: Handle very large CSV files with chunked processing +4. **Advanced Matching**: Regex or pattern-based value matching + +This implementation provides a robust, user-friendly solution for mapping CSV values to DT field options, significantly improving the import experience for key_select and multi_select fields. \ No newline at end of file diff --git a/dt-import/IMPLEMENTATION_GUIDE.md b/dt-import/IMPLEMENTATION_GUIDE.md new file mode 100644 index 000000000..a1d7cdd08 --- /dev/null +++ b/dt-import/IMPLEMENTATION_GUIDE.md @@ -0,0 +1,1246 @@ +# DT Import Feature - Implementation Guide + +## Overview + +This guide provides detailed step-by-step instructions for implementing the DT Import feature using **vanilla JavaScript with DT Web Components** where available, and **WordPress admin styling** for consistency with the admin interface. + +## Frontend Architecture Strategy + +### Technology Stack +- **Core**: Vanilla JavaScript (ES6+) +- **Components**: DT Web Components where available +- **Styling**: WordPress admin CSS patterns + custom CSS +- **AJAX**: WordPress REST API with native fetch() +- **File Handling**: HTML5 File API with drag-and-drop + +### Why This Approach +- ✅ **Performance**: Minimal bundle size, no framework overhead +- ✅ **Consistency**: Matches DT admin interface patterns +- ✅ **Maintainability**: Uses established DT component library +- ✅ **Progressive**: Enhances existing HTML with JavaScript +- ✅ **Future-proof**: Aligns with DT's web component direction + +## Phase 1: Core Infrastructure Setup + +### Step 1: Create Main Plugin File + +Create `dt-import.php` as the main entry point: + +```php +load_dependencies(); + + // Initialize admin interface if in admin + if (is_admin()) { + $this->init_admin(); + } + } + + private function load_dependencies() { + require_once plugin_dir_path(__FILE__) . 'includes/dt-import-utilities.php'; + require_once plugin_dir_path(__FILE__) . 'includes/dt-import-validators.php'; + require_once plugin_dir_path(__FILE__) . 'includes/dt-import-field-handlers.php'; + + if (is_admin()) { + require_once plugin_dir_path(__FILE__) . 'admin/dt-import-admin-tab.php'; + require_once plugin_dir_path(__FILE__) . 'admin/dt-import-mapping.php'; + require_once plugin_dir_path(__FILE__) . 'admin/dt-import-processor.php'; + require_once plugin_dir_path(__FILE__) . 'ajax/dt-import-ajax.php'; + } + } + + private function init_admin() { + DT_Import_Admin_Tab::instance(); + DT_Import_Ajax::instance(); + } + + public function enqueue_scripts() { + if (is_admin() && isset($_GET['page']) && $_GET['page'] === 'dt_options' && isset($_GET['tab']) && $_GET['tab'] === 'import') { + wp_enqueue_script( + 'dt-import-js', + plugin_dir_url(__FILE__) . 'assets/js/dt-import.js', + ['jquery'], + '1.0.0', + true + ); + + wp_enqueue_style( + 'dt-import-css', + plugin_dir_url(__FILE__) . 'assets/css/dt-import.css', + [], + '1.0.0' + ); + + // Localize script with necessary data + wp_localize_script('dt-import-js', 'dtImport', [ + 'ajaxUrl' => admin_url('admin-ajax.php'), + 'nonce' => wp_create_nonce('dt_import_nonce'), + 'translations' => $this->get_translations(), + 'fieldTypes' => $this->get_field_types() + ]); + } + } + + private function get_translations() { + return [ + 'map_values' => __('Map Values', 'disciple_tools'), + 'csv_value' => __('CSV Value', 'disciple_tools'), + 'dt_field_value' => __('DT Field Value', 'disciple_tools'), + 'skip_value' => __('Skip this value', 'disciple_tools'), + 'create_new_field' => __('Create New Field', 'disciple_tools'), + 'field_name' => __('Field Name', 'disciple_tools'), + 'field_type' => __('Field Type', 'disciple_tools'), + 'field_description' => __('Description', 'disciple_tools'), + 'create_field' => __('Create Field', 'disciple_tools'), + 'creating' => __('Creating...', 'disciple_tools'), + 'field_created_success' => __('Field created successfully!', 'disciple_tools'), + 'field_creation_error' => __('Error creating field', 'disciple_tools'), + 'ajax_error' => __('An error occurred. Please try again.', 'disciple_tools'), + 'fill_required_fields' => __('Please fill in all required fields.', 'disciple_tools') + ]; + } + + private function get_field_types() { + return [ + 'text' => __('Text', 'disciple_tools'), + 'textarea' => __('Text Area', 'disciple_tools'), + 'number' => __('Number', 'disciple_tools'), + 'date' => __('Date', 'disciple_tools'), + 'boolean' => __('Boolean', 'disciple_tools'), + 'key_select' => __('Dropdown', 'disciple_tools'), + 'multi_select' => __('Multi Select', 'disciple_tools'), + 'tags' => __('Tags', 'disciple_tools'), + 'communication_channel' => __('Communication Channel', 'disciple_tools'), + 'connection' => __('Connection', 'disciple_tools'), + 'user_select' => __('User Select', 'disciple_tools'), + 'location' => __('Location', 'disciple_tools') + ]; + } + + public function activate() { + // Create upload directory for temporary CSV files + $upload_dir = wp_upload_dir(); + $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if (!file_exists($dt_import_dir)) { + wp_mkdir_p($dt_import_dir); + + // Create .htaccess file to prevent direct access + $htaccess_content = "Order deny,allow\nDeny from all\n"; + file_put_contents($dt_import_dir . '.htaccess', $htaccess_content); + } + } + + public function deactivate() { + // Clean up temporary files + $this->cleanup_temp_files(); + } + + private function cleanup_temp_files() { + $upload_dir = wp_upload_dir(); + $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if (file_exists($dt_import_dir)) { + $files = glob($dt_import_dir . '*'); + foreach ($files as $file) { + if (is_file($file)) { + unlink($file); + } + } + } + } +} + +// Initialize the plugin +DT_Import::instance(); +``` + +### Step 2: Create Admin Tab Integration + +Create `admin/dt-import-admin-tab.php`: + +```php + + + + + process_form_submission(); + + // Display appropriate step + $this->display_import_interface(); + } + + private function process_form_submission() { + if (!isset($_POST['dt_import_step'])) { + return; + } + + $step = sanitize_text_field($_POST['dt_import_step']); + + switch ($step) { + case '1': + $this->process_step_1(); + break; + case '2': + $this->process_step_2(); + break; + case '3': + $this->process_step_3(); + break; + case '4': + $this->process_step_4(); + break; + } + } + + private function display_import_interface() { + $current_step = $this->get_current_step(); + + echo '
'; + echo '

' . esc_html__('Import Data', 'disciple_tools') . '

'; + + // Display progress indicator + $this->display_progress_indicator($current_step); + + // Display appropriate step content + switch ($current_step) { + case 1: + $this->display_step_1(); + break; + case 2: + $this->display_step_2(); + break; + case 3: + $this->display_step_3(); + break; + case 4: + $this->display_step_4(); + break; + default: + $this->display_step_1(); + } + + echo '
'; + } + + private function get_current_step() { + // Determine current step based on session data + if (!isset($_SESSION['dt_import'])) { + return 1; + } + + $session_data = $_SESSION['dt_import']; + + if (!isset($session_data['post_type'])) { + return 1; + } + + if (!isset($session_data['csv_data'])) { + return 2; + } + + if (!isset($session_data['mapping'])) { + return 3; + } + + return 4; + } + + private function display_progress_indicator($current_step) { + $steps = [ + 1 => __('Select Post Type', 'disciple_tools'), + 2 => __('Upload CSV', 'disciple_tools'), + 3 => __('Map Fields', 'disciple_tools'), + 4 => __('Preview & Import', 'disciple_tools') + ]; + + echo '
'; + echo ''; + echo '
'; + } + + // Step-specific methods will be implemented in subsequent phases + private function display_step_1() { + require_once plugin_dir_path(__FILE__) . '../templates/step-1-select-type.php'; + } + + private function display_step_2() { + require_once plugin_dir_path(__FILE__) . '../templates/step-2-upload-csv.php'; + } + + private function display_step_3() { + require_once plugin_dir_path(__FILE__) . '../templates/step-3-mapping.php'; + } + + private function display_step_4() { + require_once plugin_dir_path(__FILE__) . '../templates/step-4-preview.php'; + } +} +``` + +### Step 3: Create Utility Functions + +Create `includes/dt-import-utilities.php`: + +```php += $count) { + break; + } + + if (isset($row[$column_index]) && !empty(trim($row[$column_index]))) { + $samples[] = trim($row[$column_index]); + $row_count++; + } + } + + return $samples; + } + + /** + * Normalize string for comparison + */ + public static function normalize_string($string) { + return strtolower(trim(preg_replace('/[^a-zA-Z0-9]/', '', $string))); + } + + /** + * Store data in session + */ + public static function store_session_data($key, $data) { + if (!session_id()) { + session_start(); + } + + if (!isset($_SESSION['dt_import'])) { + $_SESSION['dt_import'] = []; + } + + $_SESSION['dt_import'][$key] = $data; + } + + /** + * Get data from session + */ + public static function get_session_data($key = null) { + if (!session_id()) { + session_start(); + } + + if ($key === null) { + return $_SESSION['dt_import'] ?? []; + } + + return $_SESSION['dt_import'][$key] ?? null; + } + + /** + * Clear session data + */ + public static function clear_session_data() { + if (!session_id()) { + session_start(); + } + + unset($_SESSION['dt_import']); + } + + /** + * Save uploaded file to temporary directory + */ + public static function save_uploaded_file($file_data) { + $upload_dir = wp_upload_dir(); + $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + // Ensure directory exists + if (!file_exists($temp_dir)) { + wp_mkdir_p($temp_dir); + } + + // Generate unique filename + $filename = 'import_' . uniqid() . '_' . sanitize_file_name($file_data['name']); + $filepath = $temp_dir . $filename; + + // Move uploaded file + if (move_uploaded_file($file_data['tmp_name'], $filepath)) { + return $filepath; + } + + return false; + } + + /** + * Validate file upload + */ + public static function validate_file_upload($file_data) { + $errors = []; + + // Check for upload errors + if ($file_data['error'] !== UPLOAD_ERR_OK) { + $errors[] = __('File upload failed.', 'disciple_tools'); + } + + // Check file size (10MB limit) + if ($file_data['size'] > 10 * 1024 * 1024) { + $errors[] = __('File size exceeds 10MB limit.', 'disciple_tools'); + } + + // Check file type + $file_info = finfo_open(FILEINFO_MIME_TYPE); + $mime_type = finfo_file($file_info, $file_data['tmp_name']); + finfo_close($file_info); + + $allowed_types = ['text/csv', 'text/plain', 'application/csv']; + if (!in_array($mime_type, $allowed_types)) { + $errors[] = __('Invalid file type. Please upload a CSV file.', 'disciple_tools'); + } + + // Check file extension + $file_extension = strtolower(pathinfo($file_data['name'], PATHINFO_EXTENSION)); + if ($file_extension !== 'csv') { + $errors[] = __('Invalid file extension. Please upload a .csv file.', 'disciple_tools'); + } + + return $errors; + } +} +``` + +## Phase 2: Template Creation + +### Step 4: Create Step Templates + +Create `templates/step-1-select-type.php`: + +```php + + +
+
+

+

+ +
+ + + + + + + + + + + + + + + + + + + + + +
+ + + + + __('Individual people you are reaching or discipling', 'disciple_tools'), + 'groups' => __('Groups, churches, or gatherings of people', 'disciple_tools'), + ]; + echo esc_html($descriptions[$post_type] ?? ''); + ?> +
+ +

+ +

+
+
+
+``` + +Create `templates/step-2-upload-csv.php`: + +```php + + +
+
+

+

+ +

+ +
+ + + + + + + + + + + + + + + + + + + +
+ + + +

+ +

+
+ + + +

+ +

+
+ + + +

+ +

+
+ +
+ + + + +
+
+ +
+

+
    +
    • +
    • +
    • +
    • +
+
+
+
+``` + +## Phase 3: Field Mapping Implementation + +### Step 5: Create Field Mapping Logic + +Create `admin/dt-import-mapping.php`: + +```php + $column_name) { + $suggestion = self::suggest_field_mapping($column_name, $field_settings); + $sample_data = DT_Import_Utilities::get_sample_data($csv_data, $index, 5); + + $mapping_suggestions[$index] = [ + 'column_name' => $column_name, + 'suggested_field' => $suggestion, + 'sample_data' => $sample_data, + 'confidence' => $suggestion ? self::calculate_confidence($column_name, $suggestion, $field_settings) : 0 + ]; + } + + return $mapping_suggestions; + } + + /** + * Suggest field mapping for a column + */ + private static function suggest_field_mapping($column_name, $field_settings) { + $column_normalized = DT_Import_Utilities::normalize_string($column_name); + + // Direct field name matches + foreach ($field_settings as $field_key => $field_config) { + $field_normalized = DT_Import_Utilities::normalize_string($field_config['name']); + + // Exact match + if ($column_normalized === $field_normalized) { + return $field_key; + } + + // Field key match + if ($column_normalized === DT_Import_Utilities::normalize_string($field_key)) { + return $field_key; + } + } + + // Partial matches + foreach ($field_settings as $field_key => $field_config) { + $field_normalized = DT_Import_Utilities::normalize_string($field_config['name']); + + if (strpos($field_normalized, $column_normalized) !== false || + strpos($column_normalized, $field_normalized) !== false) { + return $field_key; + } + } + + // Common aliases + $aliases = self::get_field_aliases(); + foreach ($aliases as $field_key => $field_aliases) { + foreach ($field_aliases as $alias) { + if ($column_normalized === DT_Import_Utilities::normalize_string($alias)) { + return $field_key; + } + } + } + + return null; + } + + /** + * Calculate confidence score for field mapping + */ + private static function calculate_confidence($column_name, $field_key, $field_settings) { + $column_normalized = DT_Import_Utilities::normalize_string($column_name); + $field_config = $field_settings[$field_key]; + $field_normalized = DT_Import_Utilities::normalize_string($field_config['name']); + $field_key_normalized = DT_Import_Utilities::normalize_string($field_key); + + // Exact matches get highest confidence + if ($column_normalized === $field_normalized || $column_normalized === $field_key_normalized) { + return 100; + } + + // Partial matches get medium confidence + if (strpos($field_normalized, $column_normalized) !== false || + strpos($column_normalized, $field_normalized) !== false) { + return 75; + } + + // Alias matches get lower confidence + $aliases = self::get_field_aliases(); + if (isset($aliases[$field_key])) { + foreach ($aliases[$field_key] as $alias) { + if ($column_normalized === DT_Import_Utilities::normalize_string($alias)) { + return 60; + } + } + } + + return 0; + } + + /** + * Get field aliases for common mappings + */ + private static function get_field_aliases() { + return [ + 'title' => ['name', 'full_name', 'contact_name', 'fullname', 'person_name'], + 'contact_phone' => ['phone', 'telephone', 'mobile', 'cell', 'phone_number'], + 'contact_email' => ['email', 'e-mail', 'email_address', 'mail'], + 'assigned_to' => ['assigned', 'worker', 'assigned_worker', 'owner'], + 'overall_status' => ['status', 'contact_status'], + 'seeker_path' => ['seeker', 'spiritual_status', 'faith_status'], + 'baptism_date' => ['baptized', 'baptism', 'baptized_date'], + 'location_grid' => ['location', 'address', 'city', 'country'], + 'contact_address' => ['address', 'street_address', 'home_address'], + 'age' => ['years_old', 'years'], + 'gender' => ['sex'], + 'reason_paused' => ['paused_reason', 'pause_reason'], + 'reason_unassignable' => ['unassignable_reason'], + 'tags' => ['tag', 'labels', 'categories'] + ]; + } + + /** + * Get available options for a field + */ + public static function get_field_options($field_key, $field_config) { + if (!in_array($field_config['type'], ['key_select', 'multi_select'])) { + return []; + } + + return $field_config['default'] ?? []; + } + + /** + * Validate field mapping configuration + */ + public static function validate_mapping($mapping_data, $post_type) { + $errors = []; + $field_settings = DT_Posts::get_post_field_settings($post_type); + + foreach ($mapping_data as $column_index => $mapping) { + if (empty($mapping['field_key']) || $mapping['field_key'] === 'skip') { + continue; + } + + $field_key = $mapping['field_key']; + + // Check if field exists + if (!isset($field_settings[$field_key])) { + $errors[] = sprintf( + __('Field "%s" does not exist for post type "%s"', 'disciple_tools'), + $field_key, + $post_type + ); + continue; + } + + $field_config = $field_settings[$field_key]; + + // Validate field-specific configuration + if (in_array($field_config['type'], ['key_select', 'multi_select'])) { + if (isset($mapping['value_mapping'])) { + foreach ($mapping['value_mapping'] as $csv_value => $dt_value) { + if (!empty($dt_value) && !isset($field_config['default'][$dt_value])) { + $errors[] = sprintf( + __('Invalid option "%s" for field "%s"', 'disciple_tools'), + $dt_value, + $field_config['name'] + ); + } + } + } + } + } + + return $errors; + } +} +``` + +### Step 6: Create Field Mapping Template + +Create `templates/step-3-mapping.php`: + +```php + + +
+
+

+

+ + +
+
+ $mapping): ?> +
+
+

+ 0): ?> +
+ +
+ + +
+ +
    + +
    • + +
+
+
+ +
+ + + + + + + + +
+
+ +
+
+ +
+ + + + + + +
+ + + + +
+
+ + +
+

+
+ +
+
+ + + +``` + +## Updated Import Strategy Using dt_reports Table + +### Overview + +The DT Import system has been updated to use the existing `dt_reports` table instead of creating a separate `dt_import_sessions` table. This approach provides several benefits: + +1. **Reuses existing infrastructure** - Leverages DT's built-in reporting system +2. **Follows DT patterns** - Uses established table structures and APIs +3. **Reduces database overhead** - No additional tables needed +4. **Maintains data integrity** - Benefits from existing cleanup and maintenance routines + +### Data Mapping Strategy + +The import session data is mapped to the `dt_reports` table as follows: + +#### Core Fields Mapping + +| Import Session Field | dt_reports Column | Purpose | +|---------------------|-------------------|---------| +| `session_id` | `id` | Primary key, auto-generated | +| `user_id` | `user_id` | Session owner for security isolation | +| `post_type` | `post_type` | Target DT post type for import | +| `status` | `subtype` | Current workflow stage (mapped) | +| `records_imported` | `value` | Count of successfully imported records | +| `file_name` | `label` | Original CSV filename | +| `created_at` | `timestamp` | Session creation time | + +#### Status to Subtype Mapping + +| Import Status | dt_reports Subtype | Description | +|---------------|-------------------|-------------| +| `uploaded` | `csv_upload` | CSV file uploaded and parsed | +| `analyzed` | `field_analysis` | Column analysis completed | +| `mapped` | `field_mapping` | Field mappings configured | +| `processing` | `import_processing` | Import in progress | +| `completed` | `import_completed` | Import completed successfully | +| `completed_with_errors` | `import_completed_with_errors` | Import completed with some errors | +| `failed` | `import_failed` | Import failed completely | + +#### Payload Field Usage + +All complex session data is serialized into the `payload` field: + +```php +$session_data = [ + 'csv_data' => $csv_array, // Full CSV data array + 'headers' => $header_row, // CSV column headers + 'row_count' => $total_rows, // Total data rows (excluding header) + 'file_path' => $temp_file_path, // Physical file location + 'field_mappings' => $mappings, // User's field mapping configuration + 'mapping_suggestions' => $auto_map, // AI-generated mapping suggestions + 'progress' => $percentage, // Import progress (0-100) + 'records_imported' => $count, // Successfully imported records + 'error_count' => $error_count, // Total errors encountered + 'errors' => $error_array // Detailed error messages +]; +``` + +### API Changes + +#### Session Creation +```php +// OLD: Custom table insert +$wpdb->insert($wpdb->prefix . 'dt_import_sessions', $data); + +// NEW: Use dt_report_insert() function +$report_id = dt_report_insert([ + 'user_id' => $user_id, + 'post_type' => $post_type, + 'type' => 'import_session', + 'subtype' => 'csv_upload', + 'payload' => $session_data, + 'value' => $row_count, + 'label' => basename($file_path) +]); +``` + +#### Session Retrieval +```php +// OLD: Query custom table +$session = $wpdb->get_row("SELECT * FROM {$wpdb->prefix}dt_import_sessions WHERE id = %d"); + +// NEW: Query dt_reports with type filter +$session = $wpdb->get_row("SELECT * FROM $wpdb->dt_reports WHERE id = %d AND type = 'import_session'"); +$payload = maybe_unserialize($session['payload']); +$session = array_merge($session, $payload); +``` + +#### Session Updates +```php +// OLD: Update session_data column +$wpdb->update($table, ['session_data' => json_encode($data)], ['id' => $id]); + +// NEW: Update payload and other relevant fields +$wpdb->update($wpdb->dt_reports, [ + 'payload' => maybe_serialize($updated_payload), + 'subtype' => $status_subtype, + 'value' => $records_imported, + 'timestamp' => time() +], ['id' => $session_id]); +``` + +### Security Considerations + +- **User Isolation**: All queries include `user_id` filter to ensure users can only access their own sessions +- **Type Filtering**: All queries include `type = 'import_session'` to isolate import data from other reports +- **File Cleanup**: Associated CSV files are properly cleaned up when sessions are deleted + +### Cleanup Strategy + +The system automatically cleans up old import sessions: + +1. **File Cleanup**: Before deleting records, extract file paths from payload and delete physical files +2. **Record Cleanup**: Delete import session records older than 24 hours +3. **Batch Processing**: Handle cleanup in batches to avoid performance issues + +```php +// Get sessions with file paths before deletion +$old_sessions = $wpdb->get_results("SELECT payload FROM $wpdb->dt_reports WHERE type = 'import_session' AND timestamp < %d"); + +// Clean up files +foreach ($old_sessions as $session) { + $payload = maybe_unserialize($session['payload']); + if (isset($payload['file_path']) && file_exists($payload['file_path'])) { + unlink($payload['file_path']); + } +} + +// Delete old records +$wpdb->query("DELETE FROM $wpdb->dt_reports WHERE type = 'import_session' AND timestamp < %d"); +``` + +### Benefits of This Approach + +1. **Infrastructure Reuse**: Leverages existing `dt_reports` table and related APIs +2. **Consistency**: Follows established DT patterns for data storage and retrieval +3. **Scalability**: Benefits from existing table optimization and indexing +4. **Maintenance**: Integrates with existing cleanup and maintenance routines +5. **Flexibility**: `payload` field allows for complex data structures without schema changes +6. **Security**: Inherits existing security patterns from DT reports system + +### Migration Considerations + +If upgrading from a system that used a custom `dt_import_sessions` table: + +1. Export existing session data before migration +2. Convert session data to new payload format +3. Insert converted data using `dt_report_insert()` +4. Drop the old custom table after verification +5. Update any external integrations to use new session retrieval methods + +This approach ensures the import system integrates seamlessly with DT's existing infrastructure while maintaining all required functionality. \ No newline at end of file diff --git a/dt-import/PROJECT_SPECIFICATION.md b/dt-import/PROJECT_SPECIFICATION.md new file mode 100644 index 000000000..09463e82b --- /dev/null +++ b/dt-import/PROJECT_SPECIFICATION.md @@ -0,0 +1,374 @@ +Help me create the project specifications and implementation process for this feature: + +I'm working in the disciple-tools-theme folder in a new folder called dt-import. In this feature that is located in the WordPress admin, we will be building an import interface for CSV files. +The DT import feature is accessible through the settings DT WordPress admin menu item. +The DT import will ask the user whether they are working with contacts, groups, or any of the other post types. It will get and list out the post types using the DT post types API. +Then the user will be able to upload their CSV file. +When the user has uploaded their CSV file, they will be able to map each column to an existing DT field for the post type +The DT import will try to guess which field the column refers to by matching the column name to the existing field names. +If a corresponding field cannot be identified, the user is given the option for each column to choose which corresponding DT field it corresponds to or if they do not want to import the column. +If a field does not exist, they also have the option to create the field right there in the mapping section. Field options are decumented here @dt-posts-field-settings.md +The mapping UI is set up horizontally with each column of the CSV being a column in the UI. + +Text, text area, date, numer, boolean fields are fairly straightforward. forward, the importing is one to one. + +Dates are converted to the year month day format. + +key_select Fields, the mapping gives the user the ability to match each value in the CSV to a corresponding value in the key select field. + +multi_select fields, the mapping gives the user the ability to match each value in the CSV to a corresponding value in the multi_select field. + +Fields with multiple values are semicolon separated. + +tags and communication_channels fields, the values are sererated and imported + +Connection fields, the values can either be the ID of the record it is connected to or the name of the field. If a name is provided, we need to do a search across the existing records of the selected selected connection field to make sure that that we can find the corresponding records or if we need to create corresponding records. + +User select fields can accept the user ID or the name of the user or the email address of the user. A search needs to be done to find the user. If a user doesn't exist, we do not create new users. + +If a, if the location field is selected, we need to make sure that the inputted value you is a location grid or a latitude and longitude point. or if it is an address. If it is a grid ID, that is the easiest and can be saved directly. correctly. If it is a latitude and latitude or a address, then we need to geocode the location. + +## Uploading +Once all the fields are mapped we can upload the records. +Either the upoading happens by sending the csv to the server and the server runs a process on the csv file to import all of the files. the records. The downside of this is that if this is an error, the user isn't able to try again right away. +The upload could also happen in the browser by using the API and creating each record one by one. +Let's handle uploading in phase two of the development process. + +Helpful API documentation and Disciple.Tools structure can be found in the Disciple Tools theme docs folder. + + + + +# DT Import Feature - Project Specification + +## 1. Project Overview + +### 1.1 Purpose +The DT Import feature is a comprehensive CSV import system that allows administrators to import contacts, groups, and other post types into Disciple.Tools through an intuitive WordPress admin interface. + +### 1.2 Scope +- **Primary Goal**: Enable bulk data import from CSV files into any DT post type +- **Secondary Goals**: + - Intelligent field mapping with auto-detection + - Support for creating new fields during import + - Comprehensive data validation and error handling + - User-friendly interface with step-by-step workflow + +### 1.3 Key Features +- Multi-post type support (contacts, groups, custom post types) +- Intelligent column-to-field mapping with manual override +- Field creation capabilities during mapping process +- Advanced data transformation for various field types +- Real-time preview before import execution +- Comprehensive error reporting and validation + +### 1.4 Access & Integration +- **Location**: WordPress Admin → Settings (D.T) → Import tab +- **Permission Required**: `manage_dt` capability +- **Integration Point**: Extends existing DT Settings menu structure + +## 2. Technical Requirements + +### 2.1 System Requirements +- WordPress 5.0+ +- PHP 7.4+ +- Disciple.Tools theme framework +- MySQL 5.7+ / MariaDB 10.2+ + +### 2.2 Dependencies +- DT_Posts API for post type management +- DT field settings system +- WordPress file upload system +- DT permission framework + +### 2.3 Browser Support +- Chrome 80+ +- Firefox 75+ +- Safari 13+ +- Edge 80+ + +## 3. Functional Requirements + +### 3.1 Core Workflow +1. **Post Type Selection**: Admin selects target post type for import +2. **CSV Upload**: Upload CSV file with delimiter selection +3. **Field Mapping**: Map CSV columns to DT fields with intelligent suggestions +4. **Preview**: Review mapped data before import +5. **Import Execution**: Process import with progress tracking +6. **Results Summary**: Display success/failure statistics and error details + +### 3.2 Field Mapping Requirements + +#### 3.2.1 Automatic Field Detection +- Match column names to existing field names (case-insensitive) +- Support common field aliases (e.g., "phone" → "contact_phone") +- Calculate confidence scores for mapping suggestions +- Handle partial name matches + +#### 3.2.2 Manual Mapping Override +- Allow users to override automatic suggestions +- Provide dropdown of all available fields for each column +- Option to skip columns (do not import) +- Real-time preview of sample data + +#### 3.2.3 Field Creation +- Create new fields directly from mapping interface +- Support all DT field types +- Immediate availability of newly created fields +- Proper field validation and configuration + +### 3.3 Data Processing Requirements + +#### 3.3.1 Field Type Support + +| Field Type | Processing Logic | Special Requirements | +|------------|------------------|---------------------| +| `text` | Direct assignment | Sanitization, trim whitespace | +| `textarea` | Direct assignment | Preserve line breaks | +| `date` | Format conversion | Support multiple input formats, convert to Y-m-d | +| `number` | Numeric conversion | Validate numeric input, handle decimals | +| `boolean` | Boolean conversion | Handle true/false, 1/0, yes/no variations | +| `key_select` | Option mapping | Map CSV values to field options | +| `multi_select` | Split and map | Semicolon-separated values by default | +| `tags` | Split and create | Auto-create new tags as needed | +| `communication_channel` | Split and validate | Format validation for emails/phones | +| `connection` | ID or name lookup | Search existing records, optional creation | +| `user_select` | User lookup | Search by ID, username, or display name | +| `location` | Geocoding | Support grid IDs, addresses, lat/lng | + +#### 3.3.2 Data Validation +- Pre-import validation of all data +- Required field validation +- Format validation for specific field types +- Foreign key existence checks +- Data type validation + +#### 3.3.3 Error Handling +- Row-level error collection +- Detailed error messages with line numbers +- Graceful failure handling (continue processing other rows) +- Comprehensive error reporting + +### 3.4 User Interface Requirements + +#### 3.4.1 Step-by-Step Interface +- Clear navigation between steps +- Progress indication +- Ability to go back and modify previous steps +- Responsive design for various screen sizes + +#### 3.4.2 Field Mapping Interface +- Horizontal column layout showing CSV columns +- Sample data display for each column +- Dropdown field selection with search +- Field-specific configuration options +- Visual confidence indicators for automatic suggestions + +#### 3.4.3 Preview Interface +- Tabular display of mapped data +- Show original and processed values +- Highlight potential issues +- Summary statistics before import + +## 4. Technical Architecture + +### 4.1 File Structure +``` +wp-content/themes/disciple-tools-theme/dt-import/ +├── dt-import.php # Main plugin file +├── admin/ +│ ├── dt-import-admin-tab.php # Admin tab integration +│ ├── dt-import-mapping.php # Field mapping logic +│ └── dt-import-processor.php # Import processing +├── includes/ +│ ├── dt-import-field-handlers.php # Field-specific processors +│ ├── dt-import-utilities.php # Utility functions +│ └── dt-import-validators.php # Data validation +├── assets/ +│ ├── js/ +│ │ └── dt-import.js # Frontend JavaScript +│ └── css/ +│ └── dt-import.css # Styling +├── templates/ +│ ├── step-1-select-type.php # Post type selection +│ ├── step-2-upload-csv.php # File upload +│ ├── step-3-mapping.php # Field mapping +│ └── step-4-preview.php # Import preview +└── ajax/ + └── dt-import-ajax.php # AJAX handlers +``` + +### 4.2 Class Architecture + +#### 4.2.1 Core Classes +- `DT_Import`: Main plugin class and initialization +- `DT_Import_Admin_Tab`: Admin interface integration +- `DT_Import_Mapping`: Field mapping logic and suggestions +- `DT_Import_Processor`: Import execution and data processing +- `DT_Import_Field_Handlers`: Field-specific processing logic +- `DT_Import_Utilities`: Shared utility functions +- `DT_Import_Validators`: Data validation functions + +#### 4.2.2 Integration Points +- Extends `Disciple_Tools_Abstract_Menu_Base` for admin integration +- Uses `DT_Posts` API for all post operations +- Integrates with DT field customization system +- Follows DT permission and security patterns + +### 4.3 Data Flow + +1. **File Upload**: CSV uploaded and temporarily stored +2. **Parsing**: CSV parsed into arrays with delimiter detection +3. **Analysis**: Column headers analyzed for field suggestions +4. **Mapping**: User maps columns to fields with configuration +5. **Validation**: Data validated against field requirements +6. **Processing**: Records created using DT_Posts API +7. **Reporting**: Results compiled and displayed to user + +## 5. Security Requirements + +### 5.1 Access Control +- Enforce `manage_dt` capability for all operations +- Validate user permissions for specific post types +- Secure session handling for multi-step process + +### 5.2 File Upload Security +- Restrict uploads to CSV files only +- Validate file size and structure +- Sanitize all file contents +- Store uploads in secure, temporary location +- Clean up uploaded files after processing + +### 5.3 Data Security +- Sanitize all user inputs +- Use WordPress nonces for CSRF protection +- Validate all database operations +- Respect DT field-level permissions +- Audit trail for import operations + +### 5.4 Input Validation +- Server-side validation of all form data +- SQL injection prevention +- XSS protection for all outputs +- File type verification beyond extension + +## 6. Performance Requirements + +### 6.1 File Size Limits +- Support CSV files up to 10MB +- Handle up to 10,000 records per import +- Implement chunked processing for large files +- Memory-efficient parsing algorithms + +### 6.2 Processing Performance +- Import processing under 30 seconds for 1,000 records +- Progress indicators for long-running imports +- Optimized database operations +- Efficient field lookup mechanisms + +### 6.3 User Experience +- Page load times under 3 seconds +- Responsive interface during processing +- Real-time feedback for user actions +- Graceful handling of timeouts + +## 7. Quality Assurance + +### 7.1 Testing Requirements + +#### 7.1.1 Unit Testing +- Field mapping algorithm accuracy +- Data transformation correctness +- Validation logic completeness +- Error handling robustness + +#### 7.1.2 Integration Testing +- End-to-end import workflows +- Various CSV formats and encodings +- Field creation and customization +- Multi-post type scenarios +- Large file processing + +#### 7.1.3 User Acceptance Testing +- Admin user workflow validation +- Error scenario handling +- Cross-browser compatibility +- Mobile responsiveness + +### 7.2 Code Quality Standards +- Follow WordPress coding standards +- PSR-4 autoloading compliance +- Comprehensive inline documentation +- Security best practices adherence + +## 8. Deployment Requirements + +### 8.1 Installation +- Automatic activation with DT theme +- No additional database modifications required +- Backward compatibility with existing DT installations + +### 8.2 Configuration +- No initial configuration required +- Inherits DT permission settings +- Uses existing field customization system + +### 8.3 Maintenance +- Automatic cleanup of temporary files +- Error log integration +- Performance monitoring capabilities + +## 9. Documentation Requirements + +### 9.1 Technical Documentation +- Complete API documentation +- Code architecture overview +- Security implementation details +- Performance optimization guide + +### 9.2 User Documentation +- Step-by-step import guide +- Field mapping examples +- Troubleshooting guide +- Best practices for CSV preparation + +### 9.3 Administrative Documentation +- Installation and configuration guide +- Security considerations +- Performance tuning recommendations +- Backup and recovery procedures + +## 10. Success Criteria + +### 10.1 Functional Success +- Successfully import 95% of well-formatted CSV data +- Support all standard DT field types +- Handle edge cases gracefully +- Provide clear error messages for failures + +### 10.2 Performance Success +- Process 1,000 records in under 30 seconds +- Memory usage under 256MB for typical imports +- No significant impact on site performance during import + +### 10.3 User Experience Success +- Intuitive workflow requiring minimal training +- Clear progress indication throughout process +- Comprehensive error reporting and resolution guidance +- Successful completion by non-technical administrators + +## 11. Future Enhancements + +### 11.1 Phase 2 Features +- Excel file support (.xlsx) +- Automated duplicate detection and merging +- Scheduled/recurring imports +- Import templates for common data sources + +### 11.2 Advanced Features +- REST API for programmatic imports +- Webhook integration for real-time data sync +- Advanced field transformation rules +- Bulk update capabilities for existing records + +This specification serves as the comprehensive blueprint for the DT Import feature development, ensuring all requirements, constraints, and success criteria are clearly defined and achievable. \ No newline at end of file diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php new file mode 100644 index 000000000..9767aec81 --- /dev/null +++ b/dt-import/admin/dt-import-admin-tab.php @@ -0,0 +1,267 @@ + + + + + enqueue_admin_scripts(); + + // Display the import interface + $this->display_import_interface(); + } + + private function enqueue_admin_scripts() { + // Enqueue DT Web Components if available + if ( function_exists( 'dt_theme_enqueue_script' ) ) { + dt_theme_enqueue_script( 'web-components', 'dt-assets/build/components/index.js', [], false ); + dt_theme_enqueue_style( 'web-components-css', 'dt-assets/build/css/light.min.css', [] ); + } + + // Enqueue our custom import scripts + wp_enqueue_script( + 'dt-import-js', + get_template_directory_uri() . '/dt-import/assets/js/dt-import.js', + [ 'jquery' ], + '1.0.0', + true + ); + + // Enqueue modal handling script + wp_enqueue_script( + 'dt-import-modals-js', + get_template_directory_uri() . '/dt-import/assets/js/dt-import-modals.js', + [ 'dt-import-js' ], + '1.0.0', + true + ); + + // Enqueue our custom import styles + wp_enqueue_style( + 'dt-import-css', + get_template_directory_uri() . '/dt-import/assets/css/dt-import.css', + [], + '1.0.0' + ); + + // Localize script with necessary data + wp_localize_script('dt-import-js', 'dtImport', [ + 'ajaxUrl' => admin_url( 'admin-ajax.php' ), + 'restUrl' => rest_url( 'dt-import/v2/' ), + 'nonce' => wp_create_nonce( 'wp_rest' ), + 'postTypes' => $this->get_available_post_types(), + 'translations' => $this->get_translations(), + 'fieldTypes' => $this->get_field_types(), + 'maxFileSize' => $this->get_max_file_size(), + 'allowedFileTypes' => [ 'text/csv', 'application/csv', 'text/plain' ] + ]); + } + + private function get_available_post_types() { + $post_types = DT_Posts::get_post_types(); + $formatted_types = []; + + foreach ( $post_types as $post_type ) { + $post_settings = DT_Posts::get_post_settings( $post_type ); + $formatted_types[] = [ + 'key' => $post_type, + 'label_singular' => $post_settings['label_singular'] ?? ucfirst( $post_type ), + 'label_plural' => $post_settings['label_plural'] ?? ucfirst( $post_type ) . 's', + 'description' => $this->get_post_type_description( $post_type ) + ]; + } + + return $formatted_types; + } + + private function get_post_type_description( $post_type ) { + $descriptions = [ + 'contacts' => __( 'Individual people you are reaching or discipling', 'disciple_tools' ), + 'groups' => __( 'Groups, churches, or gatherings of people', 'disciple_tools' ), + ]; + + return $descriptions[$post_type] ?? ''; + } + + private function get_translations() { + return [ + 'selectPostType' => __( 'Select Post Type', 'disciple_tools' ), + 'uploadCsv' => __( 'Upload CSV', 'disciple_tools' ), + 'mapFields' => __( 'Map Fields', 'disciple_tools' ), + 'previewImport' => __( 'Preview & Import', 'disciple_tools' ), + 'next' => __( 'Next', 'disciple_tools' ), + 'back' => __( 'Back', 'disciple_tools' ), + 'upload' => __( 'Upload', 'disciple_tools' ), + 'import' => __( 'Import', 'disciple_tools' ), + 'cancel' => __( 'Cancel', 'disciple_tools' ), + 'skipColumn' => __( 'Skip this column', 'disciple_tools' ), + 'createField' => __( 'Create New Field', 'disciple_tools' ), + 'chooseFile' => __( 'Choose a file...', 'disciple_tools' ), + 'dragDropFile' => __( 'or drag and drop it here', 'disciple_tools' ), + 'fileUploaded' => __( 'File uploaded successfully!', 'disciple_tools' ), + 'uploadError' => __( 'Error uploading file', 'disciple_tools' ), + 'processingFile' => __( 'Processing file...', 'disciple_tools' ), + 'invalidFileType' => __( 'Invalid file type. Please upload a CSV file.', 'disciple_tools' ), + 'fileTooLarge' => __( 'File is too large. Maximum size is', 'disciple_tools' ), + 'noFileSelected' => __( 'Please select a file to upload.', 'disciple_tools' ), + 'mappingComplete' => __( 'Field mapping completed successfully!', 'disciple_tools' ), + 'importProgress' => __( 'Importing records...', 'disciple_tools' ), + 'importComplete' => __( 'Import completed successfully!', 'disciple_tools' ), + 'importFailed' => __( 'Import failed. Please check the error log.', 'disciple_tools' ), + 'recordsImported' => __( 'records imported', 'disciple_tools' ), + 'errorsFound' => __( 'errors found', 'disciple_tools' ), + // CSV delimiter options + 'comma' => __( 'Comma (,)', 'disciple_tools' ), + 'semicolon' => __( 'Semicolon (;)', 'disciple_tools' ), + 'tab' => __( 'Tab', 'disciple_tools' ), + 'pipe' => __( 'Pipe (|)', 'disciple_tools' ), + + // Value mapping translations + 'mapValues' => __( 'Map Values', 'disciple_tools' ), + 'csvValue' => __( 'CSV Value', 'disciple_tools' ), + 'dtFieldValue' => __( 'DT Field Value', 'disciple_tools' ), + 'skipValue' => __( '-- Skip this value --', 'disciple_tools' ), + 'autoMapSimilar' => __( 'Auto-map Similar Values', 'disciple_tools' ), + 'clearAllMappings' => __( 'Clear All Mappings', 'disciple_tools' ), + 'saveMappings' => __( 'Save Mapping', 'disciple_tools' ), + + // Field creation translations + 'createNewField' => __( 'Create New Field', 'disciple_tools' ), + 'fieldName' => __( 'Field Name', 'disciple_tools' ), + 'fieldType' => __( 'Field Type', 'disciple_tools' ), + 'fieldDescription' => __( 'Description', 'disciple_tools' ), + 'creating' => __( 'Creating...', 'disciple_tools' ), + 'fieldCreatedSuccess' => __( 'Field created successfully!', 'disciple_tools' ), + 'fieldCreationError' => __( 'Error creating field', 'disciple_tools' ), + 'ajaxError' => __( 'An error occurred. Please try again.', 'disciple_tools' ), + 'fillRequiredFields' => __( 'Please fill in all required fields.', 'disciple_tools' ) + ]; + } + + private function get_field_types() { + return [ + 'text' => __( 'Text', 'disciple_tools' ), + 'textarea' => __( 'Text Area', 'disciple_tools' ), + 'number' => __( 'Number', 'disciple_tools' ), + 'date' => __( 'Date', 'disciple_tools' ), + 'boolean' => __( 'Boolean', 'disciple_tools' ), + 'key_select' => __( 'Dropdown', 'disciple_tools' ), + 'multi_select' => __( 'Multi Select', 'disciple_tools' ), + 'tags' => __( 'Tags', 'disciple_tools' ), + 'communication_channel' => __( 'Communication Channel', 'disciple_tools' ), + 'connection' => __( 'Connection', 'disciple_tools' ), + 'user_select' => __( 'User Select', 'disciple_tools' ), + 'location' => __( 'Location', 'disciple_tools' ) + ]; + } + + private function get_max_file_size() { + return wp_max_upload_size(); + } + + private function display_import_interface() { + ?> +
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+ + +
+ + + +
+ $column_name ) { + $suggestion = self::suggest_field_mapping( $column_name, $field_settings ); + $sample_data = DT_Import_Utilities::get_sample_data( $csv_data, $index, 5 ); + + $mapping_suggestions[$index] = [ + 'column_name' => $column_name, + 'suggested_field' => $suggestion, + 'sample_data' => $sample_data, + 'confidence' => $suggestion ? self::calculate_confidence( $column_name, $suggestion, $field_settings ) : 0 + ]; + } + + return $mapping_suggestions; + } + + /** + * Suggest field mapping for a column + */ + private static function suggest_field_mapping( $column_name, $field_settings ) { + $column_normalized = DT_Import_Utilities::normalize_string( $column_name ); + + // Direct field name matches + foreach ( $field_settings as $field_key => $field_config ) { + $field_normalized = DT_Import_Utilities::normalize_string( $field_config['name'] ); + + // Exact match + if ( $column_normalized === $field_normalized ) { + return $field_key; + } + + // Field key match + if ( $column_normalized === DT_Import_Utilities::normalize_string( $field_key ) ) { + return $field_key; + } + } + + // Partial matches + foreach ( $field_settings as $field_key => $field_config ) { + $field_normalized = DT_Import_Utilities::normalize_string( $field_config['name'] ); + + if ( strpos( $field_normalized, $column_normalized ) !== false || + strpos( $column_normalized, $field_normalized ) !== false ) { + return $field_key; + } + } + + // Common aliases + $aliases = self::get_field_aliases(); + foreach ( $aliases as $field_key => $field_aliases ) { + foreach ( $field_aliases as $alias ) { + if ( $column_normalized === DT_Import_Utilities::normalize_string( $alias ) ) { + return $field_key; + } + } + } + + return null; + } + + /** + * Calculate confidence score for field mapping + */ + private static function calculate_confidence( $column_name, $field_key, $field_settings ) { + $column_normalized = DT_Import_Utilities::normalize_string( $column_name ); + $field_config = $field_settings[$field_key]; + $field_normalized = DT_Import_Utilities::normalize_string( $field_config['name'] ); + $field_key_normalized = DT_Import_Utilities::normalize_string( $field_key ); + + // Exact matches get highest confidence + if ( $column_normalized === $field_normalized || $column_normalized === $field_key_normalized ) { + return 100; + } + + // Partial matches get medium confidence + if ( strpos( $field_normalized, $column_normalized ) !== false || + strpos( $column_normalized, $field_normalized ) !== false ) { + return 75; + } + + // Alias matches get lower confidence + $aliases = self::get_field_aliases(); + if ( isset( $aliases[$field_key] ) ) { + foreach ( $aliases[$field_key] as $alias ) { + if ( $column_normalized === DT_Import_Utilities::normalize_string( $alias ) ) { + return 60; + } + } + } + + return 0; + } + + /** + * Get field aliases for common mappings + */ + private static function get_field_aliases() { + return [ + 'title' => [ 'name', 'full_name', 'contact_name', 'fullname', 'person_name' ], + 'contact_phone' => [ 'phone', 'telephone', 'mobile', 'cell', 'phone_number' ], + 'contact_email' => [ 'email', 'e-mail', 'email_address', 'mail' ], + 'assigned_to' => [ 'assigned', 'worker', 'assigned_worker', 'owner' ], + 'overall_status' => [ 'status', 'contact_status' ], + 'seeker_path' => [ 'seeker', 'spiritual_status', 'faith_status' ], + 'baptism_date' => [ 'baptized', 'baptism', 'baptized_date' ], + 'location_grid' => [ 'location', 'address', 'city', 'country' ], + 'contact_address' => [ 'address', 'street_address', 'home_address' ], + 'age' => [ 'years_old', 'years' ], + 'gender' => [ 'sex' ], + 'reason_paused' => [ 'paused_reason', 'pause_reason' ], + 'reason_unassignable' => [ 'unassignable_reason' ], + 'tags' => [ 'tag', 'labels', 'categories' ] + ]; + } + + /** + * Get available options for a field + */ + public static function get_field_options( $field_key, $field_config ) { + if ( !in_array( $field_config['type'], [ 'key_select', 'multi_select' ] ) ) { + return []; + } + + return $field_config['default'] ?? []; + } + + /** + * Validate field mapping configuration + */ + public static function validate_mapping( $mapping_data, $post_type ) { + $errors = []; + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + foreach ( $mapping_data as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + + // Check if field exists + if ( !isset( $field_settings[$field_key] ) ) { + $errors[] = sprintf( + __( 'Field "%1$s" does not exist for post type "%2$s"', 'disciple_tools' ), + $field_key, + $post_type + ); + continue; + } + + $field_config = $field_settings[$field_key]; + + // Validate field-specific configuration + if ( in_array( $field_config['type'], [ 'key_select', 'multi_select' ] ) ) { + if ( isset( $mapping['value_mapping'] ) ) { + foreach ( $mapping['value_mapping'] as $csv_value => $dt_value ) { + if ( !empty( $dt_value ) && !isset( $field_config['default'][$dt_value] ) ) { + $errors[] = sprintf( + __( 'Invalid option "%1$s" for field "%2$s"', 'disciple_tools' ), + $dt_value, + $field_config['name'] + ); + } + } + } + } + } + + return $errors; + } + + /** + * Generate unique values from CSV column for mapping + */ + public static function get_unique_column_values( $csv_data, $column_index ) { + $values = []; + + foreach ( $csv_data as $row ) { + if ( isset( $row[$column_index] ) && !empty( trim( $row[$column_index] ) ) ) { + $value = trim( $row[$column_index] ); + + // For multi-value fields, split by semicolon + $split_values = DT_Import_Utilities::split_multi_value( $value ); + foreach ( $split_values as $split_value ) { + if ( !empty( $split_value ) ) { + $values[$split_value] = $split_value; + } + } + } + } + + return array_values( $values ); + } + + /** + * Suggest value mappings for key_select and multi_select fields + */ + public static function suggest_value_mappings( $csv_values, $field_options ) { + $mappings = []; + + foreach ( $csv_values as $csv_value ) { + $csv_normalized = DT_Import_Utilities::normalize_string( $csv_value ); + $best_match = null; + $best_score = 0; + + foreach ( $field_options as $option_key => $option_config ) { + $option_label = $option_config['label'] ?? $option_key; + $option_normalized = DT_Import_Utilities::normalize_string( $option_label ); + + // Exact match + if ( $csv_normalized === $option_normalized ) { + $best_match = $option_key; + $best_score = 100; + break; + } + + // Partial match + if ( strpos( $option_normalized, $csv_normalized ) !== false || + strpos( $csv_normalized, $option_normalized ) !== false ) { + if ( $best_score < 75 ) { + $best_match = $option_key; + $best_score = 75; + } + } + } + + $mappings[$csv_value] = [ + 'suggested_option' => $best_match, + 'confidence' => $best_score + ]; + } + + return $mappings; + } + + /** + * Validate connection field values + */ + public static function validate_connection_values( $csv_values, $connection_post_type ) { + $valid_connections = []; + $invalid_connections = []; + + foreach ( $csv_values as $csv_value ) { + // Try to find by ID first + if ( is_numeric( $csv_value ) ) { + $post = DT_Posts::get_post( $connection_post_type, intval( $csv_value ), true, false ); + if ( !is_wp_error( $post ) ) { + $valid_connections[$csv_value] = $post['ID']; + continue; + } + } + + // Try to find by title/name + $posts = DT_Posts::list_posts($connection_post_type, [ + 'name' => $csv_value, + 'limit' => 1 + ]); + + if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { + $valid_connections[$csv_value] = $posts['posts'][0]['ID']; + } else { + $invalid_connections[] = $csv_value; + } + } + + return [ + 'valid' => $valid_connections, + 'invalid' => $invalid_connections + ]; + } + + /** + * Validate user field values + */ + public static function validate_user_values( $csv_values ) { + $valid_users = []; + $invalid_users = []; + + foreach ( $csv_values as $csv_value ) { + $user = null; + + // Try to find by ID first + if ( is_numeric( $csv_value ) ) { + $user = get_user_by( 'id', intval( $csv_value ) ); + } + + // Try to find by username + if ( !$user ) { + $user = get_user_by( 'login', $csv_value ); + } + + // Try to find by display name + if ( !$user ) { + $user = get_user_by( 'display_name', $csv_value ); + } + + if ( $user ) { + $valid_users[$csv_value] = $user->ID; + } else { + $invalid_users[] = $csv_value; + } + } + + return [ + 'valid' => $valid_users, + 'invalid' => $invalid_users + ]; + } +} diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php new file mode 100644 index 000000000..3891c9f03 --- /dev/null +++ b/dt-import/admin/dt-import-processor.php @@ -0,0 +1,582 @@ + $row ) { + $processed_row = []; + $has_errors = false; + $row_errors = []; + + foreach ( $field_mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + $raw_value = $row[$column_index] ?? ''; + + try { + $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type ); + $formatted_value = self::format_value_for_api( $processed_value, $field_key, $post_type ); + $processed_row[$field_key] = [ + 'raw' => $raw_value, + 'processed' => $formatted_value, + 'valid' => true + ]; + } catch ( Exception $e ) { + $processed_row[$field_key] = [ + 'raw' => $raw_value, + 'processed' => null, + 'valid' => false, + 'error' => $e->getMessage() + ]; + $has_errors = true; + $row_errors[] = $e->getMessage(); + } + } + + $preview_data[] = [ + 'row_number' => $offset + $row_index + 2, // +2 for header and 0-based index + 'data' => $processed_row, + 'has_errors' => $has_errors, + 'errors' => $row_errors + ]; + + if ( $has_errors ) { + $skipped_count++; + } else { + $processed_count++; + } + } + + return [ + 'rows' => $preview_data, + 'total_rows' => count( $csv_data ), + 'preview_count' => count( $preview_data ), + 'processable_count' => $processed_count, + 'error_count' => $skipped_count, + 'offset' => $offset, + 'limit' => $limit + ]; + } + + /** + * Process a single field value based on field type and mapping + */ + public static function process_field_value( $raw_value, $field_key, $mapping, $post_type ) { + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + if ( !isset( $field_settings[$field_key] ) ) { + throw new Exception( "Field {$field_key} not found" ); + } + + $field_config = $field_settings[$field_key]; + $field_type = $field_config['type']; + + // Handle empty values + if ( empty( trim( $raw_value ) ) ) { + return null; + } + + switch ( $field_type ) { + case 'text': + case 'textarea': + return sanitize_text_field( trim( $raw_value ) ); + + case 'number': + if ( !is_numeric( $raw_value ) ) { + throw new Exception( "Invalid number: {$raw_value}" ); + } + return floatval( $raw_value ); + + case 'date': + $normalized_date = DT_Import_Utilities::normalize_date( $raw_value ); + if ( empty( $normalized_date ) ) { + throw new Exception( "Invalid date format: {$raw_value}" ); + } + return $normalized_date; + + case 'boolean': + $boolean_value = DT_Import_Utilities::normalize_boolean( $raw_value ); + if ( $boolean_value === null ) { + throw new Exception( "Invalid boolean value: {$raw_value}" ); + } + return $boolean_value; + + case 'key_select': + return self::process_key_select_value( $raw_value, $mapping, $field_config ); + + case 'multi_select': + return self::process_multi_select_value( $raw_value, $mapping, $field_config ); + + case 'tags': + return self::process_tags_value( $raw_value ); + + case 'communication_channel': + return self::process_communication_channel_value( $raw_value, $field_key ); + + case 'connection': + return self::process_connection_value( $raw_value, $field_config ); + + case 'user_select': + return self::process_user_select_value( $raw_value ); + + case 'location': + return self::process_location_value( $raw_value ); + + default: + return sanitize_text_field( trim( $raw_value ) ); + } + } + + /** + * Process key_select field value + */ + private static function process_key_select_value( $raw_value, $mapping, $field_config ) { + $value_mapping = $mapping['value_mapping'] ?? []; + + if ( isset( $value_mapping[$raw_value] ) ) { + $mapped_value = $value_mapping[$raw_value]; + if ( isset( $field_config['default'][$mapped_value] ) ) { + return $mapped_value; + } + } + + // Try direct match + if ( isset( $field_config['default'][$raw_value] ) ) { + return $raw_value; + } + + throw new Exception( "Invalid option for key_select field: {$raw_value}" ); + } + + /** + * Process multi_select field value + */ + private static function process_multi_select_value( $raw_value, $mapping, $field_config ) { + $values = DT_Import_Utilities::split_multi_value( $raw_value ); + $processed_values = []; + $value_mapping = $mapping['value_mapping'] ?? []; + + foreach ( $values as $value ) { + $value = trim( $value ); + + if ( isset( $value_mapping[$value] ) ) { + $mapped_value = $value_mapping[$value]; + if ( isset( $field_config['default'][$mapped_value] ) ) { + $processed_values[] = $mapped_value; + } + } elseif ( isset( $field_config['default'][$value] ) ) { + $processed_values[] = $value; + } else { + throw new Exception( "Invalid option for multi_select field: {$value}" ); + } + } + + return $processed_values; + } + + /** + * Process tags field value + */ + private static function process_tags_value( $raw_value ) { + $tags = DT_Import_Utilities::split_multi_value( $raw_value ); + return array_map(function( $tag ) { + return sanitize_text_field( trim( $tag ) ); + }, $tags); + } + + /** + * Process communication channel value + */ + private static function process_communication_channel_value( $raw_value, $field_key ) { + $channels = DT_Import_Utilities::split_multi_value( $raw_value ); + $processed_channels = []; + + foreach ( $channels as $channel ) { + $channel = trim( $channel ); + + // Basic validation based on field type + if ( strpos( $field_key, 'email' ) !== false ) { + if ( !filter_var( $channel, FILTER_VALIDATE_EMAIL ) ) { + throw new Exception( "Invalid email address: {$channel}" ); + } + } elseif ( strpos( $field_key, 'phone' ) !== false ) { + // Basic phone validation - just check if it contains digits + if ( !preg_match( '/\d/', $channel ) ) { + throw new Exception( "Invalid phone number: {$channel}" ); + } + } + + $processed_channels[] = [ + 'value' => $channel, + 'verified' => false + ]; + } + + return $processed_channels; + } + + /** + * Process connection field value + */ + private static function process_connection_value( $raw_value, $field_config ) { + $connection_post_type = $field_config['post_type'] ?? ''; + if ( empty( $connection_post_type ) ) { + throw new Exception( 'Connection field missing post_type configuration' ); + } + + $connections = DT_Import_Utilities::split_multi_value( $raw_value ); + $processed_connections = []; + + foreach ( $connections as $connection ) { + $connection = trim( $connection ); + + // Try to find by ID + if ( is_numeric( $connection ) ) { + $post = DT_Posts::get_post( $connection_post_type, intval( $connection ), true, false ); + if ( !is_wp_error( $post ) ) { + $processed_connections[] = intval( $connection ); + continue; + } + } + + // Try to find by title + $posts = DT_Posts::list_posts($connection_post_type, [ + 'name' => $connection, + 'limit' => 1 + ]); + + if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { + $processed_connections[] = $posts['posts'][0]['ID']; + } else { + throw new Exception( "Connection not found: {$connection}" ); + } + } + + return $processed_connections; + } + + /** + * Process user_select field value + */ + private static function process_user_select_value( $raw_value ) { + $user = null; + + // Try to find by ID + if ( is_numeric( $raw_value ) ) { + $user = get_user_by( 'id', intval( $raw_value ) ); + } + + // Try to find by email address + if ( !$user && filter_var( $raw_value, FILTER_VALIDATE_EMAIL ) ) { + $user = get_user_by( 'email', $raw_value ); + } + + // Try to find by username + if ( !$user ) { + $user = get_user_by( 'login', $raw_value ); + } + + // Try to find by display name + if ( !$user ) { + $user = get_user_by( 'display_name', $raw_value ); + } + + if ( !$user ) { + throw new Exception( "User not found: {$raw_value}" ); + } + + return $user->ID; + } + + /** + * Process location field value + */ + private static function process_location_value( $raw_value ) { + $raw_value = trim( $raw_value ); + + // Check if it's a grid ID + if ( is_numeric( $raw_value ) ) { + // Validate grid ID exists + global $wpdb; + $grid_exists = $wpdb->get_var($wpdb->prepare( + "SELECT grid_id FROM {$wpdb->prefix}dt_location_grid WHERE grid_id = %d", + intval( $raw_value ) + )); + + if ( $grid_exists ) { + return intval( $raw_value ); + } + } + + // Check if it's lat,lng coordinates + if ( preg_match( '/^-?\d+\.?\d*,-?\d+\.?\d*$/', $raw_value ) ) { + list($lat, $lng) = explode( ',', $raw_value ); + return [ + 'lat' => floatval( $lat ), + 'lng' => floatval( $lng ) + ]; + } + + // Treat as address - return as-is for geocoding later + return [ + 'address' => $raw_value + ]; + } + + /** + * Format processed value for DT_Posts API according to field type + */ + public static function format_value_for_api( $processed_value, $field_key, $post_type ) { + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + if ( !isset( $field_settings[$field_key] ) ) { + return $processed_value; + } + + $field_config = $field_settings[$field_key]; + $field_type = $field_config['type']; + + switch ( $field_type ) { + case 'multi_select': + case 'tags': + // Convert array to values format + if ( is_array( $processed_value ) ) { + return [ + 'values' => array_map(function( $value ) { + return [ 'value' => $value ]; + }, $processed_value) + ]; + } + break; + + case 'connection': + // Convert array of IDs to values format + if ( is_array( $processed_value ) ) { + return [ + 'values' => array_map(function( $value ) { + return [ 'value' => $value ]; + }, $processed_value) + ]; + } + break; + + case 'communication_channel': + // Already in correct format from processor + if ( is_array( $processed_value ) ) { + return [ + 'values' => $processed_value + ]; + } + break; + + case 'user_select': + // Convert single user ID to proper format + if ( is_numeric( $processed_value ) ) { + return $processed_value; + } + break; + } + + // For all other field types, return as-is + return $processed_value; + } + + /** + * Execute the actual import + */ + public static function execute_import( $session_id ) { + global $wpdb; + + // Get session data from dt_reports table + $session = $wpdb->get_row( + $wpdb->prepare( + "SELECT * FROM $wpdb->dt_reports WHERE id = %d AND type = 'import_session'", + $session_id + ), + ARRAY_A + ); + + if ( !$session ) { + return new WP_Error( 'session_not_found', 'Import session not found' ); + } + + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $csv_data = $payload['csv_data'] ?? []; + $field_mappings = $payload['field_mappings'] ?? []; + $post_type = $session['post_type']; + + $headers = array_shift( $csv_data ); + $imported_count = 0; + $error_count = 0; + $errors = []; + $imported_records = []; // Store imported record data + $total_rows = count( $csv_data ); + + // Set initial progress to 1% to show processing has started + if ( $total_rows > 0 ) { + $initial_payload = array_merge($payload, [ + 'progress' => 1, + 'records_imported' => 0, + 'errors' => [], + 'imported_records' => [] + ]); + + $wpdb->update( + $wpdb->dt_reports, + [ + 'payload' => maybe_serialize( $initial_payload ), + 'subtype' => 'import_processing', + 'timestamp' => time() + ], + [ 'id' => $session_id ], + [ '%s', '%s', '%d' ], + [ '%d' ] + ); + } + + foreach ( $csv_data as $row_index => $row ) { + try { + $post_data = []; + + foreach ( $field_mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + $raw_value = $row[$column_index] ?? ''; + + if ( !empty( trim( $raw_value ) ) ) { + $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type ); + if ( $processed_value !== null ) { + // Format value according to field type for DT_Posts API + $post_data[$field_key] = self::format_value_for_api( $processed_value, $field_key, $post_type ); + } + } + } + + // Create the post + $result = DT_Posts::create_post( $post_type, $post_data, true, false ); + + if ( is_wp_error( $result ) ) { + $error_count++; + $errors[] = [ + 'row' => $row_index + 2, + 'message' => $result->get_error_message() + ]; + } else { + $imported_count++; + + // Store imported record data (limit to first 100 records for performance) + if ( count( $imported_records ) < 100 ) { + $record_name = $result['title'] ?? $result['name'] ?? "Record #{$result['ID']}"; + $record_permalink = site_url() . '/' . $post_type . '/' . $result['ID']; + + $imported_records[] = [ + 'id' => $result['ID'], + 'name' => $record_name, + 'permalink' => $record_permalink + ]; + } + } + + // Update progress in payload + $progress = round( ( ( $row_index + 1 ) / count( $csv_data ) ) * 100 ); + + // Only update progress in database for certain conditions to reduce DB load + $should_update_progress = false; + if ( $total_rows <= 5 ) { + // For very small imports (≤5 rows), only update when complete + $should_update_progress = ( $row_index + 1 ) === $total_rows; + } else if ( $total_rows <= 10 ) { + // For small imports, update every other row or when complete + $should_update_progress = ( ( $row_index + 1 ) % 2 === 0 ) || ( $row_index + 1 ) === $total_rows; + } else { + // For larger imports, update every 5 rows or when complete + $should_update_progress = ( ( $row_index + 1 ) % 5 === 0 ) || ( $row_index + 1 ) === $total_rows; + } + + if ( $should_update_progress ) { + $updated_payload = array_merge($payload, [ + 'progress' => $progress, + 'records_imported' => $imported_count, + 'errors' => $errors, + 'imported_records' => $imported_records + ]); + + // Determine subtype based on progress + $subtype = $progress < 100 ? 'import_processing' : 'import_completed'; + + $wpdb->update( + $wpdb->dt_reports, + [ + 'payload' => maybe_serialize( $updated_payload ), + 'subtype' => $subtype, + 'value' => $imported_count, + 'timestamp' => time() + ], + [ 'id' => $session_id ], + [ '%s', '%s', '%d', '%d' ], + [ '%d' ] + ); + } + } catch ( Exception $e ) { + $error_count++; + $errors[] = [ + 'row' => $row_index + 2, + 'message' => $e->getMessage() + ]; + } + } + + // Final update + $final_subtype = $error_count > 0 ? 'import_completed_with_errors' : 'import_completed'; + $final_payload = array_merge($payload, [ + 'progress' => 100, + 'records_imported' => $imported_count, + 'error_count' => $error_count, + 'errors' => $errors, + 'imported_records' => $imported_records + ]); + + $wpdb->update( + $wpdb->dt_reports, + [ + 'payload' => maybe_serialize( $final_payload ), + 'subtype' => $final_subtype, + 'value' => $imported_count, + 'timestamp' => time() + ], + [ 'id' => $session_id ], + [ '%s', '%s', '%d', '%d' ], + [ '%d' ] + ); + + return [ + 'imported_count' => $imported_count, + 'error_count' => $error_count, + 'errors' => $errors, + 'imported_records' => $imported_records + ]; + } +} diff --git a/dt-import/ajax/dt-import-ajax.php b/dt-import/ajax/dt-import-ajax.php new file mode 100644 index 000000000..a07c13938 --- /dev/null +++ b/dt-import/ajax/dt-import-ajax.php @@ -0,0 +1,1160 @@ +namespace = $this->context . '/v' . intval( $this->version ); + add_action( 'rest_api_init', [ $this, 'add_api_routes' ] ); + } + + /** + * Add the API routes + */ + public function add_api_routes() { + $arg_schemas = [ + 'post_type' => [ + 'description' => 'The post type to import', + 'type' => 'string', + 'required' => true, + 'validate_callback' => [ $this, 'validate_args' ] + ], + 'session_id' => [ + 'description' => 'The import session ID', + 'type' => 'integer', + 'required' => true, + 'validate_callback' => [ $this, 'validate_args' ] + ] + ]; + + // Get field settings for post type + register_rest_route( + $this->namespace, '/(?P\w+)/field-settings', [ + [ + 'methods' => 'GET', + 'callback' => [ $this, 'get_field_settings' ], + 'args' => [ + 'post_type' => $arg_schemas['post_type'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Upload CSV file + register_rest_route( + $this->namespace, '/upload', [ + [ + 'methods' => 'POST', + 'callback' => [ $this, 'upload_csv' ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Analyze CSV and suggest field mappings + register_rest_route( + $this->namespace, '/(?P\d+)/analyze', [ + [ + 'methods' => 'POST', + 'callback' => [ $this, 'analyze_csv' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Save field mappings + register_rest_route( + $this->namespace, '/(?P\d+)/mapping', [ + [ + 'methods' => 'POST', + 'callback' => [ $this, 'save_mapping' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Preview import data + register_rest_route( + $this->namespace, '/(?P\d+)/preview', [ + [ + 'methods' => 'GET', + 'callback' => [ $this, 'preview_import' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Execute import + register_rest_route( + $this->namespace, '/(?P\d+)/execute', [ + [ + 'methods' => 'POST', + 'callback' => [ $this, 'execute_import' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Get import status/progress + register_rest_route( + $this->namespace, '/(?P\d+)/status', [ + [ + 'methods' => 'GET', + 'callback' => [ $this, 'get_import_status' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Delete import session + register_rest_route( + $this->namespace, '/(?P\d+)', [ + [ + 'methods' => 'DELETE', + 'callback' => [ $this, 'delete_session' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Create new field + register_rest_route( + $this->namespace, '/(?P\w+)/create-field', [ + [ + 'methods' => 'POST', + 'callback' => [ $this, 'create_field' ], + 'args' => [ + 'post_type' => $arg_schemas['post_type'], + ], + 'permission_callback' => [ $this, 'check_field_creation_permissions' ], + ] + ] + ); + + // Get field options for key_select and multi_select fields + register_rest_route( + $this->namespace, '/(?P\w+)/field-options', [ + [ + 'methods' => 'GET', + 'callback' => [ $this, 'get_field_options' ], + 'args' => [ + 'post_type' => $arg_schemas['post_type'], + 'field_key' => [ + 'description' => 'The field key to get options for', + 'type' => 'string', + 'required' => true, + 'validate_callback' => [ $this, 'validate_args' ] + ] + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + + // Get CSV column data for value mapping + register_rest_route( + $this->namespace, '/(?P\d+)/column-data', [ + [ + 'methods' => 'GET', + 'callback' => [ $this, 'get_column_data' ], + 'args' => [ + 'session_id' => $arg_schemas['session_id'], + 'column_index' => [ + 'description' => 'The column index to get data for', + 'type' => 'integer', + 'required' => true, + 'validate_callback' => [ $this, 'validate_args' ] + ] + ], + 'permission_callback' => [ $this, 'check_import_permissions' ], + ] + ] + ); + } + + /** + * Validate arguments + */ + public function validate_args( $value, $request, $param ) { + $attributes = $request->get_attributes(); + + if ( isset( $attributes['args'][$param] ) ) { + $argument = $attributes['args'][$param]; + + // Check to make sure our argument is a string. + if ( 'string' === $argument['type'] && !is_string( $value ) ) { + return new WP_Error( 'rest_invalid_param', sprintf( '%1$s is not of type %2$s', $param, 'string' ), [ 'status' => 400 ] ); + } + if ( 'integer' === $argument['type'] && !is_numeric( $value ) ) { + return new WP_Error( 'rest_invalid_param', sprintf( '%1$s is not of type %2$s', $param, 'integer' ), [ 'status' => 400 ] ); + } + if ( $param === 'post_type' ) { + $post_types = DT_Posts::get_post_types(); + if ( !in_array( $value, $post_types ) ) { + return new WP_Error( 'rest_invalid_param', sprintf( '%1$s is not a valid post type', $value ), [ 'status' => 400 ] ); + } + } + } else { + return new WP_Error( 'rest_invalid_param', sprintf( '%s was not registered as a request argument.', $param ), [ 'status' => 400 ] ); + } + + return true; + } + + /** + * Check import permissions + */ + public function check_import_permissions() { + return current_user_can( 'manage_dt' ); + } + + /** + * Check field creation permissions + */ + public function check_field_creation_permissions() { + return current_user_can( 'manage_dt' ); + } + + /** + * Get field settings for a post type + */ + public function get_field_settings( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $post_type = $url_params['post_type']; + + if ( !DT_Posts::can_access( $post_type ) ) { + return new WP_Error( 'no_permission', 'No permission to access this post type', [ 'status' => 403 ] ); + } + + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + return [ + 'success' => true, + 'data' => $field_settings + ]; + } + + /** + * Upload CSV file + */ + public function upload_csv( WP_REST_Request $request ) { + // Check nonce for security + if ( ! wp_verify_nonce( $request->get_header( 'X-WP-Nonce' ), 'wp_rest' ) ) { + return new WP_Error( 'invalid_nonce', 'Invalid security token', [ 'status' => 403 ] ); + } + + $post_type = $request->get_param( 'post_type' ); + + if ( empty( $post_type ) ) { + return new WP_Error( 'missing_post_type', 'Post type is required', [ 'status' => 400 ] ); + } + + if ( !isset( $_FILES['csv_file'] ) ) { + return new WP_Error( 'no_file', 'No file uploaded', [ 'status' => 400 ] ); + } + + // Sanitize file data carefully - preserve tmp_name for file operations + $file = $_FILES['csv_file']; //phpcs:ignore + $sanitized_file = [ + 'name' => sanitize_file_name( $file['name'] ), + 'type' => sanitize_text_field( $file['type'] ), + 'tmp_name' => $file['tmp_name'], // Don't sanitize - needed for file operations + 'error' => intval( $file['error'] ), + 'size' => intval( $file['size'] ) + ]; + + // Validate file + $validation_errors = DT_Import_Utilities::validate_file_upload( $sanitized_file ); + if ( !empty( $validation_errors ) ) { + return new WP_Error( 'file_validation_failed', implode( ', ', $validation_errors ), [ 'status' => 400 ] ); + } + + // Save file to temporary location + $file_path = DT_Import_Utilities::save_uploaded_file( $sanitized_file ); + if ( !$file_path ) { + return new WP_Error( 'file_save_failed', 'Failed to save uploaded file', [ 'status' => 500 ] ); + } + + // Parse CSV data + $csv_data = DT_Import_Utilities::parse_csv_file( $file_path ); + if ( is_wp_error( $csv_data ) ) { + return $csv_data; + } + + // Create import session + $session_id = $this->create_import_session( $post_type, $file_path, $csv_data ); + if ( is_wp_error( $session_id ) ) { + return $session_id; + } + + return [ + 'success' => true, + 'data' => [ + 'session_id' => $session_id, + 'file_name' => $sanitized_file['name'], + 'row_count' => count( $csv_data ) - 1, // Subtract header row + 'column_count' => count( $csv_data[0] ?? [] ), + 'headers' => $csv_data[0] ?? [] + ] + ]; + } + + /** + * Analyze CSV and suggest field mappings + */ + public function analyze_csv( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + + $csv_data = $session['csv_data']; + $post_type = $session['post_type']; + + // Generate field mapping suggestions + $mapping_suggestions = DT_Import_Mapping::analyze_csv_columns( $csv_data, $post_type ); + + // Update session with mapping suggestions + $this->update_import_session($session_id, [ + 'mapping_suggestions' => $mapping_suggestions, + 'status' => 'analyzed' + ]); + + return [ + 'success' => true, + 'data' => $mapping_suggestions + ]; + } + + /** + * Save field mappings + */ + public function save_mapping( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + $body_params = $request->get_json_params() ?? $request->get_body_params(); + + $mappings = $body_params['mappings'] ?? []; + + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + + // Validate mappings + $validation_errors = DT_Import_Mapping::validate_mapping( $mappings, $session['post_type'] ); + if ( !empty( $validation_errors ) ) { + return new WP_Error( 'mapping_validation_failed', implode( ', ', $validation_errors ), [ 'status' => 400 ] ); + } + + // Update session with mappings + $this->update_import_session($session_id, [ + 'field_mappings' => $mappings, + 'status' => 'mapped' + ]); + + return [ + 'success' => true, + 'data' => [ + 'message' => 'Field mappings saved successfully' + ] + ]; + } + + /** + * Preview import data + */ + public function preview_import( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + $get_params = $request->get_query_params(); + + $limit = intval( $get_params['limit'] ?? 10 ); + $offset = intval( $get_params['offset'] ?? 0 ); + + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + + if ( empty( $session['field_mappings'] ) ) { + return new WP_Error( 'no_mappings', 'Field mappings not configured', [ 'status' => 400 ] ); + } + + // Generate preview data + $preview_data = DT_Import_Processor::generate_preview( + $session['csv_data'], + $session['field_mappings'], + $session['post_type'], + $limit, + $offset + ); + + return [ + 'success' => true, + 'data' => $preview_data + ]; + } + + /** + * Execute import + */ + public function execute_import( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + + if ( empty( $session['field_mappings'] ) ) { + return new WP_Error( 'no_mappings', 'Field mappings not configured', [ 'status' => 400 ] ); + } + + // Update session status to processing and reset progress + $this->update_import_session($session_id, [ + 'status' => 'processing', + 'progress' => 0, + 'records_imported' => 0, + 'error_count' => 0, + 'errors' => [], + 'rows_processed' => 0 + ]); + + // Try to start import immediately + $immediate_result = $this->try_immediate_import( $session_id ); + + if ( $immediate_result['started'] ) { + return [ + 'success' => true, + 'data' => [ + 'message' => 'Import started immediately', + 'session_id' => $session_id, + 'immediate_start' => true + ] + ]; + } else { + // Fallback to scheduled execution + wp_schedule_single_event( time(), 'dt_import_execute', [ $session_id ] ); + + return [ + 'success' => true, + 'data' => [ + 'message' => 'Import scheduled', + 'session_id' => $session_id, + 'immediate_start' => false, + 'reason' => $immediate_result['reason'] + ] + ]; + } + } + + /** + * Get import status and continue processing if needed + */ + public function get_import_status( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + + // If import is stuck in processing state, try to continue it + if ( $session['subtype'] === 'import_processing' ) { + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $current_progress = $payload['progress'] ?? 0; + $rows_processed = $payload['rows_processed'] ?? 0; + $total_rows = $session['row_count'] ?? 0; + + // If we're using chunked processing and have more rows to process + if ( $this->should_use_chunked_processing( $session_id ) && $rows_processed < $total_rows ) { + // Continue processing next chunk + $this->process_import_chunk( $session_id, $rows_processed, 25 ); + + // Re-fetch session after processing + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + } else { + // Try standard continuation logic + $this->try_continue_import( $session_id ); + + // Re-fetch session after potential processing + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + } + } + + // Map subtype back to status for backward compatibility + $status_map = [ + 'csv_upload' => 'uploaded', + 'field_analysis' => 'analyzed', + 'field_mapping' => 'mapped', + 'import_processing' => 'processing', + 'import_completed' => 'completed', + 'import_completed_with_errors' => 'completed_with_errors', + 'import_failed' => 'failed' + ]; + $status = $status_map[$session['subtype']] ?? $session['status'] ?? 'pending'; + + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $progress = $payload['progress'] ?? 0; + $records_imported = $payload['records_imported'] ?? 0; + $error_count = $payload['error_count'] ?? 0; + $errors = $payload['errors'] ?? []; + $imported_records = $payload['imported_records'] ?? []; + + return [ + 'success' => true, + 'data' => [ + 'status' => $status, + 'progress' => $progress, + 'records_imported' => $records_imported, + 'error_count' => $error_count, + 'errors' => $errors, + 'imported_records' => $imported_records + ] + ]; + } + + /** + * Delete import session + */ + public function delete_session( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + + $result = $this->delete_import_session( $session_id ); + if ( is_wp_error( $result ) ) { + return $result; + } + + return [ + 'success' => true, + 'data' => [ + 'message' => 'Import session deleted' + ] + ]; + } + + /** + * Get field options for key_select and multi_select fields + */ + public function get_field_options( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $post_type = $url_params['post_type']; + $query_params = $request->get_query_params(); + $field_key = sanitize_text_field( $query_params['field_key'] ?? '' ); + + if ( !$field_key ) { + return new WP_Error( 'missing_field_key', 'Field key is required', [ 'status' => 400 ] ); + } + + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + if ( !isset( $field_settings[$field_key] ) ) { + return new WP_Error( 'field_not_found', 'Field not found', [ 'status' => 404 ] ); + } + + $field_config = $field_settings[$field_key]; + + if ( !in_array( $field_config['type'], [ 'key_select', 'multi_select' ] ) ) { + return new WP_Error( 'invalid_field_type', 'Field is not a select type', [ 'status' => 400 ] ); + } + + $options = $field_config['default'] ?? []; + + // Convert to label format if available + $formatted_options = []; + foreach ( $options as $key => $value ) { + $formatted_options[$key] = isset( $value['label'] ) ? $value['label'] : $value; + } + + return [ + 'success' => true, + 'data' => $formatted_options + ]; + } + + /** + * Get CSV column data for value mapping + */ + public function get_column_data( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $session_id = intval( $url_params['session_id'] ); + $query_params = $request->get_query_params(); + $column_index = intval( $query_params['column_index'] ?? -1 ); + + if ( $column_index < 0 ) { + return new WP_Error( 'invalid_column_index', 'Valid column index is required', [ 'status' => 400 ] ); + } + + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return $session; + } + + $csv_data = $session['csv_data']; + if ( !$csv_data ) { + return new WP_Error( 'no_csv_data', 'No CSV data found in session', [ 'status' => 404 ] ); + } + + // Skip the header row for unique value extraction + $data_rows = array_slice( $csv_data, 1 ); + + // Get unique values from the column (excluding header) + $unique_values = DT_Import_Mapping::get_unique_column_values( $data_rows, $column_index ); + + // Also get sample data for preview (also excluding header) + $sample_data = DT_Import_Utilities::get_sample_data( $data_rows, $column_index, 10 ); + + return [ + 'success' => true, + 'data' => [ + 'unique_values' => $unique_values, + 'sample_data' => $sample_data, + 'total_unique' => count( $unique_values ) + ] + ]; + } + + /** + * Create new field + */ + public function create_field( WP_REST_Request $request ) { + $url_params = $request->get_url_params(); + $post_type = $url_params['post_type']; + $body_params = $request->get_json_params() ?? $request->get_body_params(); + + $field_name = sanitize_text_field( $body_params['name'] ?? '' ); + $field_type = sanitize_text_field( $body_params['type'] ?? '' ); + $field_description = sanitize_textarea_field( $body_params['description'] ?? '' ); + $field_options = $body_params['options'] ?? []; + + if ( !$field_name || !$field_type ) { + return new WP_Error( 'missing_parameters', 'Missing required field parameters', [ 'status' => 400 ] ); + } + + // Generate field key from name + $field_key = sanitize_key( str_replace( ' ', '_', strtolower( $field_name ) ) ); + + // Ensure unique field key + $existing_fields = DT_Posts::get_post_field_settings( $post_type ); + $counter = 1; + $original_key = $field_key; + while ( isset( $existing_fields[$field_key] ) ) { + $field_key = $original_key . '_' . $counter; + $counter++; + } + + // Prepare field configuration + $field_config = [ + 'name' => $field_name, + 'type' => $field_type, + 'description' => $field_description + ]; + + // Add options for select fields + if ( in_array( $field_type, [ 'key_select', 'multi_select' ] ) && !empty( $field_options ) ) { + $field_config['default'] = []; + foreach ( $field_options as $key => $label ) { + $option_key = sanitize_key( $key ); + $field_config['default'][$option_key] = [ 'label' => sanitize_text_field( $label ) ]; + } + } + + // Create the field using DT's field creation API + $result = DT_Import_Utilities::create_custom_field( $post_type, $field_key, $field_config ); + + if ( is_wp_error( $result ) ) { + return $result; + } + + return [ + 'success' => true, + 'data' => [ + 'field_key' => $field_key, + 'field_name' => $field_name, + 'message' => 'Field created successfully' + ] + ]; + } + + /** + * Create import session + */ + private function create_import_session( $post_type, $file_path, $csv_data ) { + $user_id = get_current_user_id(); + + $session_data = [ + 'csv_data' => $csv_data, + 'headers' => $csv_data[0] ?? [], + 'row_count' => count( $csv_data ) - 1, + 'file_path' => $file_path, + 'status' => 'uploaded' + ]; + + $report_id = dt_report_insert([ + 'user_id' => $user_id, + 'post_type' => $post_type, + 'type' => 'import_session', + 'subtype' => 'csv_upload', + 'payload' => $session_data, + 'value' => count( $csv_data ) - 1, // row count + 'label' => basename( $file_path ), + 'timestamp' => time() + ]); + + if ( !$report_id ) { + return new WP_Error( 'session_creation_failed', 'Failed to create import session', [ 'status' => 500 ] ); + } + + return $report_id; + } + + /** + * Get import session + */ + private function get_import_session( $session_id ) { + global $wpdb; + + $user_id = get_current_user_id(); + + $session = $wpdb->get_row( + $wpdb->prepare( + "SELECT * FROM $wpdb->dt_reports WHERE id = %d AND user_id = %d AND type = 'import_session'", + $session_id, + $user_id + ), + ARRAY_A + ); + + if ( !$session ) { + return new WP_Error( 'session_not_found', 'Import session not found', [ 'status' => 404 ] ); + } + + // Decode payload data and merge with session + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $session = array_merge( $session, $payload ); + + return $session; + } + + /** + * Update import session + */ + private function update_import_session( $session_id, $data ) { + global $wpdb; + + $user_id = get_current_user_id(); + + // Get current session data + $current_session = $this->get_import_session( $session_id ); + if ( is_wp_error( $current_session ) ) { + return $current_session; + } + + // Get current payload + $current_payload = maybe_unserialize( $current_session['payload'] ) ?: []; + + // Merge with new data + $updated_payload = array_merge( $current_payload, $data ); + + // Remove status from payload if it exists there + $status = $data['status'] ?? $current_payload['status'] ?? 'pending'; + unset( $updated_payload['status'] ); + + // Determine subtype based on status + $subtype_map = [ + 'uploaded' => 'csv_upload', + 'analyzed' => 'field_analysis', + 'mapped' => 'field_mapping', + 'processing' => 'import_processing', + 'completed' => 'import_completed', + 'completed_with_errors' => 'import_completed_with_errors', + 'failed' => 'import_failed' + ]; + $subtype = $subtype_map[$status] ?? 'csv_upload'; + + $result = $wpdb->update( + $wpdb->dt_reports, + [ + 'payload' => maybe_serialize( $updated_payload ), + 'subtype' => $subtype, + 'value' => $updated_payload['records_imported'] ?? $current_session['value'] ?? 0, + 'timestamp' => time() + ], + [ + 'id' => $session_id, + 'user_id' => $user_id, + 'type' => 'import_session' + ], + [ '%s', '%s', '%d', '%d' ], + [ '%d', '%d', '%s' ] + ); + + if ( $result === false ) { + return new WP_Error( 'session_update_failed', 'Failed to update import session', [ 'status' => 500 ] ); + } + + return true; + } + + /** + * Delete import session + */ + private function delete_import_session( $session_id ) { + global $wpdb; + + $user_id = get_current_user_id(); + + // Get session to clean up file + $session = $this->get_import_session( $session_id ); + if ( !is_wp_error( $session ) && !empty( $session['file_path'] ) ) { + if ( file_exists( $session['file_path'] ) ) { + unlink( $session['file_path'] ); + } + } + + $result = $wpdb->delete( + $wpdb->dt_reports, + [ + 'id' => $session_id, + 'user_id' => $user_id, + 'type' => 'import_session' + ], + [ '%d', '%d', '%s' ] + ); + + if ( $result === false ) { + return new WP_Error( 'session_deletion_failed', 'Failed to delete import session', [ 'status' => 500 ] ); + } + + return true; + } + + /** + * Try to start import immediately + */ + private function try_immediate_import( $session_id ) { + // Check if we can safely start the import now + $can_start = $this->can_start_import_now( $session_id ); + + if ( !$can_start['allowed'] ) { + return [ + 'started' => false, + 'reason' => $can_start['reason'] + ]; + } + + $should_chunk = $this->should_use_chunked_processing( $session_id ); + + // Start the import in a way that won't timeout the request + if ( $should_chunk ) { + // For large imports, start first chunk only + $result = $this->process_import_chunk( $session_id, 0, 50 ); + + return [ + 'started' => $result !== false, + 'reason' => $result === false ? 'chunk_processing_failed' : 'chunked_processing_started' + ]; + } else { + // For small imports, process completely + $result = DT_Import_Processor::execute_import( $session_id ); + + return [ + 'started' => !is_wp_error( $result ), + 'reason' => is_wp_error( $result ) ? $result->get_error_message() : 'completed_immediately' + ]; + } + } + + /** + * Check if we can start import immediately + */ + private function can_start_import_now( $session_id ) { + // Check memory limits + $memory_limit = wp_convert_hr_to_bytes( ini_get( 'memory_limit' ) ); + $memory_usage = memory_get_usage( true ); + $available_memory = $memory_limit - $memory_usage; + + if ( $available_memory < ( 50 * 1024 * 1024 ) ) { // Less than 50MB available + return [ + 'allowed' => false, + 'reason' => 'insufficient_memory' + ]; + } + + // Check if import is already running + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return [ + 'allowed' => false, + 'reason' => 'session_not_found' + ]; + } + + // Only consider it "already processing" if it was updated very recently (within 10 seconds) + // and has made actual progress + if ( $session['subtype'] === 'import_processing' ) { + $last_update = $session['timestamp'] ?? 0; + $time_since_update = time() - $last_update; + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $current_progress = $payload['progress'] ?? 0; + $records_imported = $payload['records_imported'] ?? 0; + + // Only block if recently updated AND has actual progress/imports + if ( $time_since_update < 10 && ( $current_progress > 0 || $records_imported > 0 ) ) { + return [ + 'allowed' => false, + 'reason' => 'already_processing' + ]; + } + } + + return [ + 'allowed' => true, + 'reason' => 'ready_to_start' + ]; + } + + /** + * Determine if we should use chunked processing + */ + private function should_use_chunked_processing( $session_id ) { + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return false; + } + + $row_count = $session['row_count'] ?? 0; + + // Use chunked processing for more than 100 records + return $row_count > 100; + } + + /** + * Process a chunk of import records + */ + private function process_import_chunk( $session_id, $start_row, $chunk_size ) { + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return false; + } + + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $csv_data = $payload['csv_data'] ?? []; + $field_mappings = $payload['field_mappings'] ?? []; + $post_type = $session['post_type']; + + if ( empty( $csv_data ) || empty( $field_mappings ) ) { + return false; + } + + // Remove headers from CSV data for processing + $headers = array_shift( $csv_data ); + $total_rows = count( $csv_data ); + + // Get current progress + $imported_count = $payload['records_imported'] ?? 0; + $error_count = $payload['error_count'] ?? 0; + $errors = $payload['errors'] ?? []; + $imported_records = $payload['imported_records'] ?? []; + + // Process chunk + $end_row = min( $start_row + $chunk_size, $total_rows ); + + for ( $i = $start_row; $i < $end_row; $i++ ) { + if ( !isset( $csv_data[$i] ) ) { + continue; + } + + $row = $csv_data[$i]; + + try { + $post_data = []; + + foreach ( $field_mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + $raw_value = $row[$column_index] ?? ''; + + if ( !empty( trim( $raw_value ) ) ) { + $processed_value = DT_Import_Processor::process_field_value( $raw_value, $field_key, $mapping, $post_type ); + if ( $processed_value !== null ) { + // Format value according to field type for DT_Posts API + $post_data[$field_key] = DT_Import_Processor::format_value_for_api( $processed_value, $field_key, $post_type ); + } + } + } + + // Create the post + $result = DT_Posts::create_post( $post_type, $post_data, true, false ); + + if ( is_wp_error( $result ) ) { + $error_count++; + $errors[] = [ + 'row' => $i + 2, // +2 for header and 0-based index + 'message' => $result->get_error_message() + ]; + } else { + $imported_count++; + + // Store imported record data (limit to first 100 records for performance) + if ( count( $imported_records ) < 100 ) { + $record_name = $result['title'] ?? $result['name'] ?? "Record #{$result['ID']}"; + $record_permalink = site_url() . '/' . $post_type . '/' . $result['ID']; + + $imported_records[] = [ + 'id' => $result['ID'], + 'name' => $record_name, + 'permalink' => $record_permalink + ]; + } + } + } catch ( Exception $e ) { + $error_count++; + $errors[] = [ + 'row' => $i + 2, + 'message' => $e->getMessage() + ]; + } + } + + // Update progress + $progress = round( ( $end_row / $total_rows ) * 100 ); + $is_complete = $end_row >= $total_rows; + + $updated_payload = array_merge($payload, [ + 'progress' => $progress, + 'records_imported' => $imported_count, + 'error_count' => $error_count, + 'errors' => $errors, + 'rows_processed' => $end_row, + 'imported_records' => $imported_records + ]); + + // Determine status + if ( $is_complete ) { + $subtype = $error_count > 0 ? 'import_completed_with_errors' : 'import_completed'; + } else { + $subtype = 'import_processing'; + } + + // Update session + global $wpdb; + $wpdb->update( + $wpdb->dt_reports, + [ + 'payload' => maybe_serialize( $updated_payload ), + 'subtype' => $subtype, + 'value' => $imported_count, + 'timestamp' => time() + ], + [ 'id' => $session_id ], + [ '%s', '%s', '%d', '%d' ], + [ '%d' ] + ); + + return $end_row; + } + + /** + * Try to continue a stalled import + */ + private function try_continue_import( $session_id ) { + // Check if import has been stalled too long or needs continuation + $session = $this->get_import_session( $session_id ); + if ( is_wp_error( $session ) ) { + return false; + } + + $payload = maybe_unserialize( $session['payload'] ) ?: []; + $last_update = $session['timestamp'] ?? 0; + $current_progress = $payload['progress'] ?? 0; + + // If no progress update in last 30 seconds and not complete, try to continue + if ( ( time() - $last_update ) > 30 && $current_progress < 100 ) { + if ( $this->should_use_chunked_processing( $session_id ) ) { + // Continue with chunked processing from where we left off + $rows_processed = $payload['rows_processed'] ?? 0; + $this->process_import_chunk( $session_id, $rows_processed, 25 ); + } else { + // Restart the full import + DT_Import_Processor::execute_import( $session_id ); + } + return true; + } + + return false; + } +} + +DT_Import_Ajax::instance(); diff --git a/dt-import/assets/README.md b/dt-import/assets/README.md new file mode 100644 index 000000000..1dff6f567 --- /dev/null +++ b/dt-import/assets/README.md @@ -0,0 +1,138 @@ +# DT Import Frontend Assets + +This directory contains the frontend assets for the DT Import feature. + +## Files Overview + +### JavaScript Files + +#### `js/dt-import.js` +- **Main application logic** for the step-by-step import workflow +- Handles REST API communication with the backend +- Manages the 4-step import process: + 1. Post type selection + 2. CSV file upload with drag & drop + 3. Field mapping with intelligent suggestions + 4. Preview and import execution +- Features: + - Real-time progress tracking + - File validation and processing + - Error handling and user feedback + - Session-based workflow management + +#### `js/dt-import-modals.js` +- **Modal dialog handling** for advanced features +- Custom field creation modal with field type support +- Value mapping modal for dropdown/multi-select fields +- Features: + - Dynamic form generation + - Field option management + - Value mapping interface + - Modal state management + +### CSS Files + +#### `css/dt-import.css` +- **Complete styling** for the import interface +- WordPress admin design consistency +- Responsive design for mobile compatibility +- Features: + - Step-by-step progress indicator + - Card-based layout for field mapping + - Professional file upload interface + - Data preview tables + - Modal dialog styling + - Loading states and animations + +## Technical Implementation + +### Architecture +- **Vanilla JavaScript ES6+** with jQuery for DOM manipulation +- **Class-based structure** for maintainability +- **Modular design** with separate modal handling +- **REST API integration** using native fetch() +- **WordPress admin styling** compatibility + +### Key Features + +#### File Upload +- Drag and drop support +- File type validation (CSV only) +- Size limit enforcement (10MB) +- Progress feedback during upload + +#### Field Mapping +- Intelligent column detection with confidence scoring +- Support for all DT field types +- Real-time field creation capabilities +- Value mapping for dropdown fields +- Sample data preview + +#### Import Processing +- Progress polling for long-running imports +- Real-time status updates +- Comprehensive error reporting +- Result statistics and summaries + +#### User Experience +- Step-by-step guided workflow +- Visual progress indicators +- Contextual help and guidelines +- Responsive design for all devices +- Accessibility considerations + +### Integration Points + +#### WordPress Admin +- Integrates with DT Settings menu structure +- Uses WordPress admin CSS patterns +- Follows WordPress JavaScript standards +- Proper nonce handling for security + +#### DT Framework +- Uses DT Web Components where available +- Integrates with DT field system +- Respects DT permissions model +- Follows DT REST API patterns + +#### Browser Support +- Modern browsers (Chrome 80+, Firefox 75+, Safari 13+) +- Progressive enhancement approach +- Graceful degradation for older browsers + +### Performance Considerations + +#### Optimization +- Efficient DOM manipulation +- Minimal dependencies +- Lazy loading of complex components +- Chunked processing for large files + +#### Memory Management +- Proper event listener cleanup +- Session-based data storage +- Automatic file cleanup after processing + +## Usage + +The frontend assets are automatically enqueued when accessing the DT Import tab in the WordPress admin. The JavaScript files initialize automatically and provide the complete import workflow interface. + +### Dependencies +- jQuery (included with WordPress) +- DT Web Components (optional, loaded if available) +- WordPress REST API +- Modern browser with ES6 support + +### Configuration +Configuration is provided via `wp_localize_script()` in the admin tab file: +- REST API endpoints +- Security nonces +- Available post types +- Translations +- File size limits + +## Customization + +The CSS can be customized to match specific branding requirements while maintaining the core functionality. The JavaScript is modular and can be extended for additional features. + +For advanced customization, refer to the main implementation guide and project specification documents. \ No newline at end of file diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css new file mode 100644 index 000000000..89ee6b7c0 --- /dev/null +++ b/dt-import/assets/css/dt-import.css @@ -0,0 +1,1143 @@ +/* DT Import Styles */ + +/* Main Container */ +.dt-import-container { + max-width: 1200px; + margin: 0; + padding: 20px; + background: #fff; + border: 1px solid #c3c4c7; + border-radius: 4px; + box-shadow: 0 1px 1px rgba(0, 0, 0, 0.04); +} + +.dt-import-container h1 { + margin: 0 0 20px 0; + font-size: 23px; + font-weight: 400; + line-height: 1.3; + color: #23282d; +} + +/* Progress Indicator */ +.dt-import-progress { + margin: 20px 0 30px 0; + padding: 20px; + background: #f9f9f9; + border: 1px solid #e1e1e1; + border-radius: 4px; +} + +.dt-import-steps { + display: flex; + list-style: none; + margin: 0; + padding: 0; + justify-content: space-between; + position: relative; +} + +.dt-import-steps::before { + content: ''; + position: absolute; + top: 20px; + left: 25px; + right: 25px; + height: 2px; + background: #ddd; + z-index: 1; +} + +.dt-import-steps .step { + flex: 1; + text-align: center; + position: relative; + z-index: 2; +} + +.dt-import-steps .step-number { + display: inline-block; + width: 40px; + height: 40px; + line-height: 40px; + background: #ddd; + color: #666; + border-radius: 50%; + font-weight: 600; + margin-bottom: 8px; + transition: all 0.3s ease; +} + +.dt-import-steps .step-name { + display: block; + font-size: 14px; + color: #666; + font-weight: 500; +} + +.dt-import-steps .step.active .step-number { + background: #0073aa; + color: #fff; +} + +.dt-import-steps .step.active .step-name { + color: #0073aa; +} + +.dt-import-steps .step.completed .step-number { + background: #46b450; + color: #fff; +} + +.dt-import-steps .step.completed .step-name { + color: #46b450; +} + +/* Step Content */ +.dt-import-step-content { + margin: 20px 0; +} + +.dt-import-step-content h2 { + margin: 0 0 10px 0; + font-size: 20px; + font-weight: 600; + color: #23282d; +} + +.dt-import-step-content > p { + margin: 0 0 20px 0; + color: #646970; + font-size: 14px; +} + +/* Post Type Selection */ +.post-type-grid { + display: grid; + grid-template-columns: repeat(auto-fit, minmax(280px, 1fr)); + gap: 20px; + margin: 20px 0; +} + +.post-type-card { + border: 2px solid #ddd; + border-radius: 6px; + padding: 20px; + text-align: center; + cursor: pointer; + transition: all 0.3s ease; + background: #fff; +} + +.post-type-card:hover { + border-color: #0073aa; + box-shadow: 0 2px 8px rgba(0, 115, 170, 0.1); +} + +.post-type-card.selected { + border-color: #0073aa; + background: #f0f8ff; + box-shadow: 0 2px 8px rgba(0, 115, 170, 0.2); +} + +.post-type-icon { + margin-bottom: 15px; +} + +.post-type-icon i { + font-size: 48px; + color: #0073aa; +} + +.post-type-card h3 { + margin: 0 0 10px 0; + font-size: 18px; + font-weight: 600; + color: #23282d; +} + +.post-type-card p { + margin: 0 0 15px 0; + color: #646970; + font-size: 14px; + line-height: 1.4; +} + +.post-type-meta { + padding-top: 10px; + border-top: 1px solid #eee; +} + +.post-type-singular { + font-size: 12px; + color: #999; + font-style: italic; +} + +/* File Upload */ +.file-upload-section { + margin: 20px 0; +} + +.file-upload-area { + border: 2px dashed #ddd; + border-radius: 6px; + padding: 40px 20px; + text-align: center; + cursor: pointer; + transition: all 0.3s ease; + background: #fafafa; +} + +.file-upload-area:hover, +.file-upload-area.drag-over { + border-color: #0073aa; + background: #f0f8ff; +} + +.upload-icon i { + font-size: 48px; + color: #0073aa; + margin-bottom: 15px; +} + +.upload-text h3 { + margin: 0 0 10px 0; + font-size: 18px; + color: #23282d; +} + +.upload-text p { + margin: 0; + color: #646970; + font-size: 14px; +} + +.file-info { + padding: 20px; + border: 1px solid #ddd; + border-radius: 4px; + background: #f9f9f9; + display: flex; + justify-content: space-between; + align-items: center; +} + +.file-details h4 { + margin: 0 0 5px 0; + font-size: 16px; + color: #23282d; +} + +.file-details p { + margin: 0; + font-size: 13px; + color: #646970; +} + +.upload-options { + margin-top: 30px; + padding: 20px; + background: #f9f9f9; + border: 1px solid #e1e1e1; + border-radius: 4px; +} + +.upload-options h3 { + margin: 0 0 15px 0; + font-size: 16px; + color: #23282d; +} + +/* Field Mapping */ +.mapping-container { + margin: 20px 0; +} + +.mapping-columns { + display: grid; + grid-template-columns: repeat(auto-fit, minmax(300px, 1fr)); + gap: 20px; + margin: 20px 0; +} + +.column-mapping-card { + border: 1px solid #ddd; + border-radius: 6px; + padding: 20px; + background: #fff; + box-shadow: 0 1px 3px rgba(0, 0, 0, 0.1); +} + +.column-header { + margin-bottom: 15px; + padding-bottom: 15px; + border-bottom: 1px solid #eee; +} + +.column-header h4 { + margin: 0 0 10px 0; + font-size: 16px; + color: #23282d; + font-weight: 600; +} + +.confidence-indicator { + display: inline-block; + padding: 4px 8px; + border-radius: 3px; + font-size: 12px; + font-weight: 500; + margin-bottom: 10px; +} + +.confidence-high { + background: #d4edda; + color: #155724; +} + +.confidence-medium { + background: #fff3cd; + color: #856404; +} + +.confidence-low { + background: #f8d7da; + color: #721c24; +} + +.sample-data { + margin-bottom: 15px; +} + +.sample-data strong { + display: block; + margin-bottom: 8px; + font-size: 13px; + color: #646970; +} + +.sample-data ul { + margin: 0; + padding-left: 20px; + list-style-type: disc; +} + +.sample-data li { + margin: 0 0 4px 0; + font-size: 13px; + color: #666; + word-wrap: break-word; +} + +.mapping-controls label { + display: block; + margin-bottom: 6px; + font-weight: 500; + color: #23282d; + font-size: 13px; +} + +.field-mapping-select { + width: 100%; + padding: 6px 8px; + border: 1px solid #ddd; + border-radius: 3px; + font-size: 13px; + margin-bottom: 10px; +} + +.field-specific-options { + margin-top: 15px; + padding: 15px; + background: #f9f9f9; + border: 1px solid #e1e1e1; + border-radius: 4px; +} + +.value-mapping-section h5 { + margin: 0 0 8px 0; + font-size: 14px; + color: #23282d; +} + +.value-mapping-section p { + margin: 0 0 10px 0; + font-size: 13px; + color: #646970; +} + +.mapping-summary { + margin-top: 30px; + padding: 20px; + background: #f0f8ff; + border: 1px solid #c3d9ff; + border-radius: 4px; +} + +.mapping-summary h3 { + margin: 0 0 10px 0; + font-size: 16px; + color: #0073aa; +} + +/* Preview Table */ +.preview-stats { + display: flex; + gap: 20px; + margin: 20px 0; +} + +.stat-card { + flex: 1; + padding: 20px; + text-align: center; + border: 1px solid #ddd; + border-radius: 6px; + background: #fff; +} + +.stat-card h3 { + margin: 0 0 8px 0; + font-size: 32px; + font-weight: 600; + color: #0073aa; +} + +.stat-card.error h3 { + color: #dc3232; +} + +.stat-card.success h3 { + color: #46b450; +} + +.stat-card p { + margin: 0; + font-size: 14px; + color: #646970; + font-weight: 500; +} + +.preview-table-container { + margin: 20px 0; + max-height: 400px; + overflow: auto; + border: 1px solid #ddd; + border-radius: 4px; +} + +.preview-table { + width: 100%; + border-collapse: collapse; + background: #fff; +} + +.preview-table th { + background: #f1f1f1; + padding: 12px 8px; + text-align: left; + font-weight: 600; + border-bottom: 1px solid #ddd; + font-size: 13px; + color: #23282d; + position: sticky; + top: 0; +} + +.preview-table td { + padding: 10px 8px; + border-bottom: 1px solid #eee; + font-size: 13px; + color: #646970; + max-width: 200px; + word-wrap: break-word; +} + +.preview-table tr:hover { + background: #f9f9f9; +} + +.preview-table .error-row { + background: #fff5f5; +} + +.preview-table .error-cell { + background: #ffeaea; + color: #dc3232; +} + +/* Navigation */ +.dt-import-navigation { + display: flex; + justify-content: space-between; + align-items: center; + margin-top: 30px; + padding-top: 20px; + border-top: 1px solid #ddd; +} + +.dt-import-actions, +.import-actions { + display: flex; + gap: 10px; +} + +/* Processing Overlay */ +.processing-overlay { + position: fixed; + top: 0; + left: 0; + right: 0; + bottom: 0; + background: rgba(255, 255, 255, 0.9); + display: flex; + align-items: center; + justify-content: center; + z-index: 999999; +} + +.processing-message { + text-align: center; + padding: 40px; + background: #fff; + border: 1px solid #ddd; + border-radius: 6px; + box-shadow: 0 4px 12px rgba(0, 0, 0, 0.1); +} + +.processing-message .spinner { + width: 40px; + height: 40px; + margin: 0 auto 20px auto; + border: 4px solid #f3f3f3; + border-top: 4px solid #0073aa; + border-radius: 50%; + animation: spin 1s linear infinite; +} + +@keyframes spin { + 0% { transform: rotate(0deg); } + 100% { transform: rotate(360deg); } +} + +.processing-message p { + margin: 0; + font-size: 16px; + color: #23282d; + font-weight: 500; +} + +/* Error/Success Messages */ +.dt-import-errors { + margin: 20px 0; +} + +.dt-import-errors .notice { + margin: 0; + padding: 12px; +} + +/* Modal Styles */ +.dt-import-modal { + position: fixed; + top: 0; + left: 0; + width: 100%; + height: 100%; + z-index: 100000; + display: flex; + align-items: center; + justify-content: center; +} + +.modal-overlay { + position: absolute; + top: 0; + left: 0; + width: 100%; + height: 100%; + background: rgba(0, 0, 0, 0.5); +} + +.modal-content { + background: #fff; + border-radius: 4px; + box-shadow: 0 4px 20px rgba(0, 0, 0, 0.2); + position: relative; + z-index: 1; + max-width: 600px; + width: 90%; + max-height: 80vh; + overflow-y: auto; +} + +.modal-header { + padding: 20px 20px 0 20px; + border-bottom: 1px solid #ddd; + display: flex; + justify-content: space-between; + align-items: center; +} + +.modal-header h3 { + margin: 0; + font-size: 18px; + font-weight: 600; +} + +.modal-close { + background: none; + border: none; + font-size: 24px; + cursor: pointer; + color: #666; + padding: 0; + width: 30px; + height: 30px; + display: flex; + align-items: center; + justify-content: center; +} + +.modal-close:hover { + color: #333; +} + +.modal-body { + padding: 20px; +} + +.modal-footer { + padding: 15px 20px; + border-top: 1px solid #ddd; + text-align: right; + background: #f9f9f9; + border-radius: 0 0 4px 4px; +} + +/* Import Results */ +.import-results { + text-align: center; + padding: 20px; +} + +.import-results h2 { + margin: 0 0 20px 0; + font-size: 24px; + color: #46b450; +} + +.results-stats { + display: flex; + gap: 20px; + justify-content: center; + margin: 30px 0; +} + +.error-details { + margin: 30px 0; + text-align: left; + max-height: 200px; + overflow-y: auto; + background: #f9f9f9; + padding: 20px; + border-radius: 4px; + border: 1px solid #ddd; +} + +.error-details h3 { + margin: 0 0 15px 0; + font-size: 16px; + color: #dc3232; +} + +.error-details ul { + margin: 0; + padding-left: 20px; +} + +.error-details li { + margin-bottom: 8px; + font-size: 13px; + color: #646970; +} + +.results-actions { + margin-top: 20px; + text-align: center; +} + +/* Imported Records List */ +.imported-records-list { + margin: 25px 0; + padding: 20px; + background: #f9f9f9; + border: 1px solid #e1e1e1; + border-radius: 6px; +} + +.imported-records-list h3 { + margin: 0 0 15px 0; + font-size: 16px; + font-weight: 600; + color: #23282d; +} + +.records-container { + max-height: 300px; + overflow-y: auto; + border: 1px solid #ddd; + border-radius: 4px; + background: #fff; +} + +.records-list { + margin: 0; + padding: 0; + list-style: none; +} + +.records-list li { + border-bottom: 1px solid #f1f1f1; + transition: background-color 0.2s ease; +} + +.records-list li:last-child { + border-bottom: none; +} + +.records-list li:hover { + background-color: #f8f9fa; +} + +.records-list a { + display: block; + padding: 12px 16px; + color: #0073aa; + text-decoration: none; + font-weight: 500; + font-size: 14px; + line-height: 1.4; + transition: color 0.2s ease; +} + +.records-list a:hover, +.records-list a:focus { + color: #005a87; + text-decoration: none; + outline: 2px solid #0073aa; + outline-offset: -2px; +} + +.records-note { + margin: 10px 0 0 0; + padding: 10px 15px; + font-size: 13px; + color: #646970; + background: #f0f0f1; + border-radius: 4px; +} + +.records-note em { + font-style: italic; +} + +/* Responsive Design */ +@media (max-width: 768px) { + .dt-import-container { + padding: 15px; + } + + .dt-import-steps { + flex-direction: column; + gap: 15px; + } + + .dt-import-steps::before { + display: none; + } + + .dt-import-steps .step { + display: flex; + align-items: center; + text-align: left; + gap: 15px; + } + + .dt-import-steps .step-name { + display: inline; + margin: 0; + } + + .post-type-grid { + grid-template-columns: 1fr; + } + + .mapping-columns { + grid-template-columns: 1fr; + } + + .preview-stats { + flex-direction: column; + } + + .results-stats { + flex-direction: column; + } + + .modal-content { + padding: 20px; + margin: 20px; + } + + .dt-import-navigation { + flex-direction: column; + gap: 10px; + } + + .imported-records-list { + margin: 20px 0; + padding: 15px; + } + + .records-container { + max-height: 250px; + } + + .records-list a { + padding: 10px 12px; + font-size: 13px; + } + + .records-note { + font-size: 12px; + padding: 8px 12px; + } +} + +/* Button States */ +.button:disabled { + opacity: 0.6; + cursor: not-allowed; +} + +.button-primary:disabled { + background-color: #ccc !important; + border-color: #ccc !important; + color: #666 !important; +} + +/* Additional WordPress Admin Compatibility */ +.form-table th { + padding: 20px 10px 20px 0; +} + +.form-table td { + padding: 15px 10px; +} + +.form-table select, +.form-table input[type="text"] { + width: 100%; +} + +/* Helper classes */ +.text-center { + text-align: center; +} + +.text-right { + text-align: right; +} + +.mb-0 { + margin-bottom: 0; +} + +.mt-20 { + margin-top: 20px; +} + +.hidden { + display: none; +} + +/* Value Mapping Modal Enhancements */ +.value-mapping-modal .modal-content { + max-width: 800px; + width: 90%; +} + +.value-mapping-controls { + display: flex; + align-items: center; + gap: 10px; + margin-bottom: 15px; + padding: 10px; + background: #f8f9fa; + border-radius: 4px; +} + +.value-mapping-controls .button { + font-size: 12px; + padding: 5px 10px; + height: auto; + line-height: 1.4; +} + +.value-mapping-container { + max-height: 400px; + overflow-y: auto; + border: 1px solid #ddd; + border-radius: 4px; + background: #fff; +} + +.value-mapping-container table { + width: 100%; + border-collapse: collapse; + margin: 0; +} + +.value-mapping-container thead { + background: #f9f9f9; + position: sticky; + top: 0; + z-index: 2; +} + +.value-mapping-container th { + padding: 8px 10px; + text-align: left; + font-weight: 600; + color: #23282d; + border-bottom: 1px solid #ddd; +} + +.value-mapping-container td { + padding: 6px 8px; + border-bottom: 1px solid #f0f0f1; +} + +.value-mapping-container .csv-value { + font-weight: 500; + color: #23282d; +} + +.value-mapping-container .csv-value strong { + font-size: 12px; +} + +.value-mapping-select { + width: 100%; + min-width: 150px; + padding: 4px 8px; + border: 1px solid #ddd; + border-radius: 3px; + font-size: 13px; + background: #fff; +} + +.value-mapping-select:focus { + border-color: #0073aa; + outline: none; + box-shadow: 0 0 0 1px #0073aa; +} + +/* Mapping Summary */ +.mapping-summary { + margin: 15px 0; + padding: 10px 15px; + background: #f0f8ff; + border: 1px solid #c8e6ff; + border-radius: 4px; +} + +.mapping-summary .mapping-count { + font-weight: 600; + color: #0073aa; +} + +/* Field creation modal */ +.field-options-list { + margin: 10px 0; +} + +.field-option-row { + display: flex; + gap: 10px; + align-items: center; + margin-bottom: 10px; +} + +.field-option-row input[type="text"] { + flex: 1; + min-width: 150px; +} + +.field-option-row .remove-option-btn { + padding: 5px 10px; + font-size: 12px; + height: auto; + line-height: 1.4; +} + +.add-option-btn { + padding: 8px 12px; + font-size: 13px; + height: auto; + line-height: 1.4; +} + +/* Modal error messages */ +.modal-error { + margin-bottom: 15px; +} + +.modal-error p { + margin: 0; +} + +/* Inline Value Mapping Styles */ +.inline-value-mapping-section { + margin-top: 15px; + padding: 12px; + background: #f8f9fa; + border: 1px solid #e1e5e9; + border-radius: 4px; +} + +.inline-value-mapping-section h5 { + margin: 0 0 10px 0; + font-size: 13px; + color: #23282d; + font-weight: 600; +} + +.inline-value-mapping-container { + max-height: 200px; + overflow-y: auto; + border: 1px solid #ddd; + border-radius: 3px; + background: #fff; +} + +.inline-value-mapping-container table { + width: 100%; + border-collapse: collapse; + font-size: 12px; + margin: 0; +} + +.inline-value-mapping-container thead { + background: #f9f9f9; + position: sticky; + top: 0; + z-index: 2; +} + +.inline-value-mapping-container th { + padding: 6px 8px; + text-align: left; + font-weight: 600; + color: #23282d; + border-bottom: 1px solid #ddd; + font-size: 11px; + text-transform: uppercase; + letter-spacing: 0.5px; +} + +.inline-value-mapping-container td { + padding: 4px 6px; + border-bottom: 1px solid #f0f0f1; + vertical-align: middle; +} + +.inline-value-mapping-container .csv-value-cell { + width: 50%; + font-weight: 500; + color: #23282d; +} + +.inline-value-mapping-container .csv-value-cell strong { + font-size: 11px; + display: block; + word-wrap: break-word; + max-width: 100px; + overflow: hidden; + text-overflow: ellipsis; + white-space: nowrap; +} + +.inline-value-mapping-container .mapping-select-cell { + width: 50%; +} + +.inline-value-mapping-select { + width: 100%; + min-width: 120px; + padding: 3px 6px; + border: 1px solid #ddd; + border-radius: 3px; + font-size: 11px; + background: #fff; +} + +.inline-value-mapping-select:focus { + border-color: #0073aa; + outline: none; + box-shadow: 0 0 0 1px #0073aa; +} + +.inline-mapping-controls { + display: flex; + align-items: center; + gap: 8px; + margin-top: 8px; + padding: 6px 0 0 0; +} + +.inline-mapping-controls .button { + font-size: 10px; + padding: 3px 8px; + height: auto; + line-height: 1.4; + min-height: 24px; + border-radius: 3px; +} + +.inline-mapping-count { + font-size: 10px; +} + +/* Responsive adjustments for inline mapping */ +@media (max-width: 768px) { + .inline-value-mapping-container table { + font-size: 10px; + } + + .inline-value-mapping-container th { + padding: 4px 6px; + font-size: 10px; + } + + .inline-value-mapping-container td { + padding: 3px 4px; + } + + .inline-value-mapping-select { + font-size: 10px; + padding: 2px 4px; + min-width: 100px; + } + + .inline-mapping-controls .button { + font-size: 9px; + padding: 2px 6px; + } + + .inline-mapping-count { + font-size: 10px; + } +} \ No newline at end of file diff --git a/dt-import/assets/js/dt-import-modals.js b/dt-import/assets/js/dt-import-modals.js new file mode 100644 index 000000000..414bc617b --- /dev/null +++ b/dt-import/assets/js/dt-import-modals.js @@ -0,0 +1,322 @@ +/* global dtImport */ +(function ($) { + 'use strict'; + + // DT Import Modal Handlers + class DTImportModals { + constructor(dtImportInstance) { + this.dtImport = dtImportInstance; + this.bindModalEvents(); + } + + bindModalEvents() { + // Create field modal events + $(document).on('click', '.create-field-btn', (e) => + this.showCreateFieldModal(e), + ); + $(document).on('click', '.save-field-btn', () => + this.createCustomField(), + ); + $(document).on('click', '.cancel-field-btn', () => this.closeModals()); + + // Handle field mapping dropdown selection + $(document).on('change', '.field-mapping-select', (e) => { + const $select = $(e.target); + const fieldKey = $select.val(); + const columnIndex = $select.data('column-index'); + + if (fieldKey === 'create_new') { + // Reset to empty selection and show modal + $select.val(''); + this.showCreateFieldModal(columnIndex); + } else { + // Handle regular field mapping + this.handleFieldMapping(columnIndex, fieldKey); + } + }); + + // General modal events + $(document).on('click', '.modal-close, .modal-overlay', (e) => { + if (e.target === e.currentTarget) { + this.closeModals(); + } + }); + + // ESC key to close modals + $(document).on('keydown', (e) => { + if (e.key === 'Escape') { + this.closeModals(); + } + }); + } + + showCreateFieldModal(columnIndex) { + const modalHtml = ` +
+
+
+
+

${dtImport.translations.createNewField}

+ +
+
+
+ + + + + + + + + + + + + + + + + +
+ + + +

The display name for this field.

+
+ + + +

The type of data this field will store.

+
+ + + +

Optional description for this field.

+
+ + +
+
+
+ + +
+
+
+ `; + + $('body').append(modalHtml); + + // Handle field type change + $('#new-field-type').on('change', (e) => { + const fieldType = $(e.target).val(); + if (['key_select', 'multi_select'].includes(fieldType)) { + $('#field-options-row').show(); + } else { + $('#field-options-row').hide(); + } + }); + + // Handle add option button + $('.add-option-btn').on('click', () => this.addFieldOption()); + } + + getFieldTypeOptions() { + return Object.entries(dtImport.fieldTypes) + .map(([key, label]) => { + return ``; + }) + .join(''); + } + + addFieldOption(key = '', label = '') { + const optionIndex = $('.field-option-row').length; + const optionHtml = ` +
+ + + +
+ `; + + $('.field-options-list').append(optionHtml); + + // Handle remove option + $('.remove-option-btn') + .last() + .on('click', function () { + $(this).parent().remove(); + }); + } + + createCustomField() { + const formData = new FormData( + document.getElementById('create-field-form'), + ); + const fieldData = { + name: formData.get('field_name'), + type: formData.get('field_type'), + description: formData.get('field_description') || '', + post_type: formData.get('post_type'), + column_index: formData.get('column_index'), + }; + + // Validate required fields + if (!fieldData.name || !fieldData.type) { + this.showModalError(dtImport.translations.fillRequiredFields); + return; + } + + // Add field options if applicable + if (['key_select', 'multi_select'].includes(fieldData.type)) { + const optionKeys = formData.getAll('option_keys[]'); + const optionLabels = formData.getAll('option_labels[]'); + + fieldData.options = {}; + optionKeys.forEach((key, index) => { + if (key && optionLabels[index]) { + fieldData.options[key] = optionLabels[index]; + } + }); + } + + // Show loading state + $('.save-field-btn') + .prop('disabled', true) + .text(dtImport.translations.creating); + + // Create field via REST API + fetch(`${dtImport.restUrl}${fieldData.post_type}/create-field`, { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + 'Content-Type': 'application/json', + }, + body: JSON.stringify(fieldData), + }) + .then((response) => response.json()) + .then((data) => { + if (data.success) { + // Update the field mapping dropdown + this.updateFieldMappingDropdown( + fieldData.column_index, + data.data.field_key, + data.data.field_name, + fieldData.type, + ); + + // Show success message + this.dtImport.showSuccess( + dtImport.translations.fieldCreatedSuccess, + ); + + // Close modal + this.closeModals(); + } else { + this.showModalError( + data.message || dtImport.translations.fieldCreationError, + ); + } + }) + .catch((error) => { + console.error('Field creation error:', error); + this.showModalError(dtImport.translations.ajaxError); + }) + .finally(() => { + $('.save-field-btn') + .prop('disabled', false) + .text(dtImport.translations.createField); + }); + } + + updateFieldMappingDropdown(columnIndex, fieldKey, fieldName, fieldType) { + const $select = $( + `.field-mapping-select[data-column-index="${columnIndex}"]`, + ); + + // Add new option before "Create New Field" + const newOption = ``; + $select.find('option[value="create_new"]').before(newOption); + + // Manually update the field mapping without triggering change event to avoid infinite loop + this.dtImport.fieldMappings[columnIndex] = { + field_key: fieldKey, + column_index: columnIndex, + }; + + // Update field specific options and summary + this.dtImport.showFieldSpecificOptions(columnIndex, fieldKey); + this.dtImport.updateMappingSummary(); + } + + showModalError(message) { + // Remove existing error messages + $('.modal-error').remove(); + + // Add error message to modal + $('.modal-body').prepend(` +
+

${this.escapeHtml(message)}

+
+ `); + } + + closeModals() { + $('.dt-import-modal').remove(); + } + + escapeHtml(text) { + const div = document.createElement('div'); + div.textContent = text; + return div.innerHTML; + } + + handleFieldMapping(columnIndex, fieldKey) { + // Store mapping in the main DTImport instance + if (fieldKey) { + this.dtImport.fieldMappings[columnIndex] = { + field_key: fieldKey, + column_index: columnIndex, + }; + } else { + delete this.dtImport.fieldMappings[columnIndex]; + } + + // Show field-specific options if needed + this.dtImport.showFieldSpecificOptions(columnIndex, fieldKey); + this.dtImport.updateMappingSummary(); + } + } + + // Extend the main DTImport class with modal functionality + $(document).ready(() => { + if (window.dtImportInstance) { + window.dtImportInstance.modals = new DTImportModals( + window.dtImportInstance, + ); + + // Add modal methods to main instance + window.dtImportInstance.showCreateFieldModal = (columnIndex) => { + window.dtImportInstance.modals.showCreateFieldModal(columnIndex); + }; + + window.dtImportInstance.closeModals = () => { + window.dtImportInstance.modals.closeModals(); + }; + } + }); +})(jQuery); diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js new file mode 100644 index 000000000..9ec772c90 --- /dev/null +++ b/dt-import/assets/js/dt-import.js @@ -0,0 +1,1418 @@ +/* global dtImport */ +(function ($) { + 'use strict'; + + // DT Import main class + class DTImport { + constructor() { + this.currentStep = 1; + this.sessionId = null; + this.selectedPostType = null; + this.csvData = null; + this.fieldMappings = {}; + this.isProcessing = false; + this.cachedFieldSettings = null; + + this.init(); + } + + init() { + this.bindEvents(); + this.loadPostTypes(); + this.updateStepIndicator(); + } + + bindEvents() { + // Navigation buttons + $('.dt-import-next').on('click', () => this.nextStep()); + $('.dt-import-back').on('click', () => this.previousStep()); + + // Post type selection + $(document).on('click', '.post-type-card', (e) => this.selectPostType(e)); + + // File upload change event only + $(document).on('change', '#csv-file-input', (e) => + this.handleFileSelect(e), + ); + + // Drag and drop + $(document).on('dragover', '.file-upload-area', (e) => + this.handleDragOver(e), + ); + $(document).on('drop', '.file-upload-area', (e) => + this.handleFileDrop(e), + ); + + // Field mapping selection + $(document).on('change', '.field-mapping-select', (e) => + this.handleFieldMapping(e), + ); + + // Inline value mapping events + $(document).on('change', '.inline-value-mapping-select', (e) => + this.handleInlineValueMappingChange(e), + ); + $(document).on('click', '.auto-map-inline-btn', (e) => + this.handleAutoMapInline(e), + ); + $(document).on('click', '.clear-inline-btn', (e) => + this.handleClearInline(e), + ); + + // Import execution + $(document).on('click', '.execute-import-btn', () => + this.executeImport(), + ); + } + + // Step 1: Post Type Selection + loadPostTypes() { + const postTypesHtml = dtImport.postTypes + .map( + (postType) => ` +
+
+ +
+

${postType.label_plural}

+

${postType.description}

+
+ ${postType.label_singular} +
+
+ `, + ) + .join(''); + + $('.post-type-grid').html(postTypesHtml); + } + + selectPostType(e) { + const $card = $(e.currentTarget); + const postType = $card.data('post-type'); + + $('.post-type-card').removeClass('selected'); + $card.addClass('selected'); + + this.selectedPostType = postType; + + // Clear cached field settings when post type changes + this.cachedFieldSettings = null; + + $('.dt-import-next').prop('disabled', false); + } + + // Step 2: File Upload + nextStep() { + if (this.isProcessing) return; + + switch (this.currentStep) { + case 1: + if (!this.selectedPostType) { + this.showError(dtImport.translations.selectPostType); + return; + } + this.showStep2(); + break; + case 2: + if (!this.csvData) { + this.showError(dtImport.translations.noFileSelected); + return; + } + this.analyzeCSV(); + break; + case 3: + this.saveFieldMappings(); + break; + case 4: + this.executeImport(); + break; + } + } + + previousStep() { + if (this.isProcessing) return; + + this.currentStep--; + this.updateStepIndicator(); + this.showCurrentStep(); + this.updateNavigation(); + } + + showCurrentStep() { + switch (this.currentStep) { + case 1: + this.loadPostTypes(); + this.showStep1(); + break; + case 2: + this.showStep2(); + break; + case 3: + // Need to re-analyze CSV to show step 3 + if (this.sessionId) { + this.analyzeCSV(); + } + break; + case 4: + this.showStep4(); + break; + } + } + + showStep1() { + const step1Html = ` +
+

Step 1: Select Post Type

+

Choose the type of records you want to import from your CSV file.

+ +
+ +
+
+ `; + + $('.dt-import-step-content').html(step1Html); + this.loadPostTypes(); + + // Restore selected post type if any + if (this.selectedPostType) { + $( + `.post-type-card[data-post-type="${this.selectedPostType}"]`, + ).addClass('selected'); + } + } + + showStep2() { + this.currentStep = 2; + this.updateStepIndicator(); + + const step2Html = ` +
+

${dtImport.translations.uploadCsv}

+

Upload a CSV file containing ${this.getPostTypeLabel()} data.

+ +
+
+
+ +
+
+

${dtImport.translations.chooseFile}

+

${dtImport.translations.dragDropFile}

+
+
+ + + +
+ +
+

CSV Options

+ + + + + + + + + +
+ +
+ +
+
+
+ `; + + $('.dt-import-step-content').html(step2Html); + this.updateNavigation(); + + // Bind file upload click handler after HTML is inserted + $('.file-upload-area') + .off('click') + .on('click', (e) => { + e.preventDefault(); + e.stopPropagation(); + $('#csv-file-input').get(0).click(); + }); + } + + handleFileSelect(e) { + const file = e.target.files[0]; + if (file) { + this.processFile(file); + } + } + + handleDragOver(e) { + e.preventDefault(); + e.stopPropagation(); + $(e.currentTarget).addClass('drag-over'); + } + + handleFileDrop(e) { + e.preventDefault(); + e.stopPropagation(); + $(e.currentTarget).removeClass('drag-over'); + + const files = e.originalEvent.dataTransfer.files; + if (files.length > 0) { + this.processFile(files[0]); + } + } + + processFile(file) { + // Validate file + if (!file.name.toLowerCase().endsWith('.csv')) { + this.showError(dtImport.translations.invalidFileType); + return; + } + + if (file.size > dtImport.maxFileSize) { + this.showError( + `${dtImport.translations.fileTooLarge} ${this.formatFileSize(dtImport.maxFileSize)}`, + ); + return; + } + + this.showProcessing(dtImport.translations.processingFile); + + // Upload file via REST API + const formData = new FormData(); + formData.append('csv_file', file); + formData.append('post_type', this.selectedPostType); + + // Debug logging + console.log('DT Import Debug:'); + console.log('REST URL:', `${dtImport.restUrl}upload`); + console.log('Nonce:', dtImport.nonce); + console.log('Post Type:', this.selectedPostType); + console.log('Nonce length:', dtImport.nonce.length); + console.log('Nonce type:', typeof dtImport.nonce); + + fetch(`${dtImport.restUrl}upload`, { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + credentials: 'same-origin', + body: formData, + }) + .then((response) => { + console.log('Response status:', response.status); + console.log('Response headers:', response.headers); + console.log('Response ok:', response.ok); + + return response.json().then((data) => { + console.log('Response data:', data); + return { response, data }; + }); + }) + .then(({ response, data }) => { + this.hideProcessing(); + + if (data.success) { + this.sessionId = data.data.session_id; + this.csvData = data.data; + this.showFileInfo(file, data.data); + $('.dt-import-next').prop('disabled', false); + this.showSuccess(dtImport.translations.fileUploaded); + } else { + this.showError(data.message || dtImport.translations.uploadError); + } + }) + .catch((error) => { + this.hideProcessing(); + this.showError(dtImport.translations.uploadError); + console.error('Upload error:', error); + }); + } + + showFileInfo(file, csvData) { + $('.file-upload-area').hide(); + $('.file-info').show(); + $('.file-info h4').text(file.name); + $('.file-size').text(this.formatFileSize(file.size)); + $('.file-rows').text( + `${csvData.row_count} rows, ${csvData.column_count} columns`, + ); + + $('.change-file-btn').on('click', () => { + $('.file-upload-area').show(); + $('.file-info').hide(); + this.csvData = null; + $('.dt-import-next').prop('disabled', true); + }); + } + + // Step 3: Field Mapping + analyzeCSV() { + if (!this.sessionId) return; + + this.showProcessing('Analyzing CSV columns...'); + + fetch(`${dtImport.restUrl}${this.sessionId}/analyze`, { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + 'Content-Type': 'application/json', + }, + }) + .then((response) => response.json()) + .then((data) => { + this.hideProcessing(); + + if (data.success) { + this.showStep3(data.data); + } else { + this.showError(data.message || 'Failed to analyze CSV'); + } + }) + .catch((error) => { + this.hideProcessing(); + this.showError('Failed to analyze CSV'); + console.error('Analysis error:', error); + }); + } + + showStep3(mappingSuggestions) { + this.currentStep = 3; + this.updateStepIndicator(); + + const columnsHtml = Object.entries(mappingSuggestions) + .map(([index, mapping]) => { + return this.createColumnMappingCard(index, mapping); + }) + .join(''); + + const step3Html = ` +
+

${dtImport.translations.mapFields}

+

Map each CSV column to the appropriate field in Disciple.Tools.

+ +
+
+ ${columnsHtml} +
+
+ + +
+ `; + + $('.dt-import-step-content').html(step3Html); + + // Initialize field mappings from suggested mappings + Object.entries(mappingSuggestions).forEach(([index, mapping]) => { + if (mapping.suggested_field) { + this.fieldMappings[index] = { + field_key: mapping.suggested_field, + column_index: parseInt(index), + }; + } + }); + + // Show field-specific options for auto-suggested fields after DOM is ready + setTimeout(() => { + Object.entries(mappingSuggestions).forEach(([index, mapping]) => { + if (mapping.suggested_field) { + this.showFieldSpecificOptions( + parseInt(index), + mapping.suggested_field, + ); + } + }); + }, 100); + + this.updateNavigation(); + this.updateMappingSummary(); + } + + createColumnMappingCard(columnIndex, mapping) { + const confidenceClass = + mapping.confidence >= 80 + ? 'high' + : mapping.confidence >= 60 + ? 'medium' + : 'low'; + + const sampleDataHtml = mapping.sample_data + .slice(0, 3) + .map((sample) => `
  • ${this.escapeHtml(sample)}
    • `) + .join(''); + + return ` +
    +
    +

    ${this.escapeHtml(mapping.column_name)}

    + ${ + mapping.confidence > 0 + ? ` +
    + ${mapping.confidence}% confidence +
    + ` + : '' + } +
    + +
    + Sample data: +
      ${sampleDataHtml}
    +
    + +
    + + + + +
    +
    + `; + } + + getFieldOptions(suggestedField) { + const fieldSettings = this.getFieldSettingsForPostType(); + + // Filter out hidden fields and ensure we have valid field configurations + const validFields = Object.entries(fieldSettings).filter( + ([fieldKey, fieldConfig]) => { + return ( + fieldConfig && + fieldConfig.name && + fieldConfig.type && + !fieldConfig.hidden && + fieldConfig.customizable !== false + ); + }, + ); + + return validFields + .map(([fieldKey, fieldConfig]) => { + const selected = fieldKey === suggestedField ? 'selected' : ''; + const fieldName = this.escapeHtml(fieldConfig.name); + const fieldType = this.escapeHtml(fieldConfig.type); + return ``; + }) + .join(''); + } + + handleFieldMapping(e) { + const $select = $(e.target); + const columnIndex = $select.data('column-index'); + const fieldKey = $select.val(); + + // Skip processing if create_new is selected - modals file will handle it + if (fieldKey === 'create_new') { + return; + } + + // Store mapping + if (fieldKey) { + this.fieldMappings[columnIndex] = { + field_key: fieldKey, + column_index: columnIndex, + }; + } else { + delete this.fieldMappings[columnIndex]; + } + + // Show field-specific options if needed + this.showFieldSpecificOptions(columnIndex, fieldKey); + this.updateMappingSummary(); + } + + showFieldSpecificOptions(columnIndex, fieldKey) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + if (!fieldKey) { + $options.hide().empty(); + return; + } + + const fieldSettings = this.getFieldSettingsForPostType(); + const fieldConfig = fieldSettings[fieldKey]; + + if (!fieldConfig) { + $options.hide().empty(); + return; + } + + if (['key_select', 'multi_select'].includes(fieldConfig.type)) { + this.showInlineValueMapping(columnIndex, fieldKey, fieldConfig); + } else { + $options.hide().empty(); + } + } + + showInlineValueMapping(columnIndex, fieldKey, fieldConfig) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + // Get unique values from this CSV column (excluding header row) + this.getColumnUniqueValues(columnIndex) + .then((uniqueValues) => { + if (uniqueValues.length === 0) { + $options.hide().empty(); + return; + } + + // Get field options + this.getFieldOptionsForSelect(fieldKey) + .then((fieldOptions) => { + const mappingHtml = this.createInlineValueMappingHtml( + columnIndex, + fieldKey, + uniqueValues, + fieldOptions, + fieldConfig.type, + ); + $options.html(mappingHtml).show(); + + // Apply auto-mapping + this.autoMapInlineValues(columnIndex, fieldOptions); + + // Update field mappings with initial auto-mapped values + this.updateFieldMappingFromInline(columnIndex, fieldKey); + }) + .catch((error) => { + console.error('Error fetching field options:', error); + $options + .html('

    Error loading field options

    ') + .show(); + }); + }) + .catch((error) => { + console.error('Error fetching column data:', error); + $options + .html('

    Error loading column data

    ') + .show(); + }); + } + + getColumnUniqueValues(columnIndex) { + // Get unique values from the current session's CSV data + return fetch( + `${dtImport.restUrl}${this.sessionId}/column-data?column_index=${columnIndex}`, + { + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + }, + ) + .then((response) => response.json()) + .then((data) => { + if (data.success) { + return data.data.unique_values || []; + } else { + throw new Error(data.message || 'Failed to fetch column data'); + } + }); + } + + getFieldOptionsForSelect(fieldKey) { + return fetch( + `${dtImport.restUrl}${this.selectedPostType}/field-options?field_key=${fieldKey}`, + { + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + }, + ) + .then((response) => response.json()) + .then((data) => { + if (data.success) { + return data.data; + } else { + throw new Error(data.message || 'Failed to fetch field options'); + } + }); + } + + createInlineValueMappingHtml( + columnIndex, + fieldKey, + uniqueValues, + fieldOptions, + fieldType, + ) { + const fieldOptionsHtml = Object.entries(fieldOptions) + .map( + ([key, label]) => + ``, + ) + .join(''); + + const valueMappingRows = uniqueValues + .slice(0, 10) + .map((csvValue) => { + // Limit to first 10 values + return ` + + + ${this.escapeHtml(csvValue)} + + + + + + `; + }) + .join(''); + + const moreValuesNote = + uniqueValues.length > 10 + ? `

    Showing first 10 of ${uniqueValues.length} unique values

    ` + : ''; + + return ` +
    +
    Value Mapping (${fieldType === 'multi_select' ? 'Multi-Select' : 'Dropdown'})
    +
    + + + + + + + + + ${valueMappingRows} + +
    CSV ValueMaps To
    +
    + ${moreValuesNote} +
    + + + 0 mapped +
    +
    + `; + } + + autoMapInlineValues(columnIndex, fieldOptions) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + + // Build reverse lookup for field options + const optionLookup = {}; + Object.entries(fieldOptions).forEach(([key, label]) => { + optionLookup[key.toLowerCase()] = key; + optionLookup[label.toLowerCase()] = key; + }); + + $card.find('.inline-value-mapping-select').each(function () { + const $select = $(this); + const csvValue = $select.data('csv-value'); + const csvValueLower = csvValue.toString().toLowerCase().trim(); + + // Try exact match first (key or label) + if (optionLookup[csvValueLower]) { + $select.val(optionLookup[csvValueLower]); + return; + } + + // Try partial matches + for (const [optionText, optionKey] of Object.entries(optionLookup)) { + if ( + csvValueLower.includes(optionText) || + optionText.includes(csvValueLower) + ) { + $select.val(optionKey); + break; + } + } + }); + + this.updateInlineMappingCount(columnIndex); + } + + updateInlineMappingCount(columnIndex) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const totalSelects = $card.find('.inline-value-mapping-select').length; + const mappedSelects = $card + .find('.inline-value-mapping-select') + .filter(function () { + return $(this).val() !== ''; + }).length; + + $card + .find('.inline-mapping-count') + .text(`${mappedSelects} of ${totalSelects} mapped`); + } + + updateFieldMappingFromInline(columnIndex, fieldKey) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const valueMappings = {}; + + $card.find('.inline-value-mapping-select').each(function () { + const $select = $(this); + const csvValue = $select.data('csv-value'); + const dtValue = $select.val(); + + if (dtValue) { + valueMappings[csvValue] = dtValue; + } + }); + + // Update the field mappings + if (!this.fieldMappings[columnIndex]) { + this.fieldMappings[columnIndex] = { + field_key: fieldKey, + column_index: columnIndex, + }; + } + + this.fieldMappings[columnIndex].value_mapping = valueMappings; + } + + // Step 4: Preview & Import + saveFieldMappings() { + if (Object.keys(this.fieldMappings).length === 0) { + this.showError('Please map at least one field before proceeding.'); + return; + } + + this.showProcessing('Saving field mappings...'); + + fetch(`${dtImport.restUrl}${this.sessionId}/mapping`, { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + 'Content-Type': 'application/json', + }, + body: JSON.stringify({ + mappings: this.fieldMappings, + }), + }) + .then((response) => response.json()) + .then((data) => { + this.hideProcessing(); + + if (data.success) { + this.showStep4(); + } else { + this.showError(data.message || 'Failed to save mappings'); + } + }) + .catch((error) => { + this.hideProcessing(); + this.showError('Failed to save mappings'); + console.error('Mapping save error:', error); + }); + } + + showStep4() { + this.currentStep = 4; + this.updateStepIndicator(); + + this.loadPreviewData(); + } + + loadPreviewData(offset = 0, limit = 10) { + this.showProcessing('Loading preview data...'); + + fetch( + `${dtImport.restUrl}${this.sessionId}/preview?offset=${offset}&limit=${limit}`, + { + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + }, + ) + .then((response) => response.json()) + .then((data) => { + this.hideProcessing(); + + if (data.success) { + this.displayPreview(data.data); + } else { + this.showError(data.message || 'Failed to load preview'); + } + }) + .catch((error) => { + this.hideProcessing(); + this.showError('Failed to load preview'); + console.error('Preview error:', error); + }); + } + + displayPreview(previewData) { + const step4Html = ` +
    +

    ${dtImport.translations.previewImport}

    +

    Review the data before importing ${previewData.total_rows} records.

    + +
    +
    +

    ${previewData.total_rows}

    +

    Total Records

    +
    +
    +

    ${previewData.processable_count}

    +

    Will Import

    +
    +
    +

    ${previewData.error_count}

    +

    Errors

    +
    +
    + +
    + ${this.createPreviewTable(previewData.rows)} +
    + +
    + +
    +
    + `; + + $('.dt-import-step-content').html(step4Html); + this.updateNavigation(); + } + + createPreviewTable(rows) { + if (!rows || rows.length === 0) { + return '

    No data to preview.

    '; + } + + const headers = Object.keys(rows[0].data); + const headerHtml = headers + .map((header) => `${this.escapeHtml(header)}`) + .join(''); + + const rowsHtml = rows + .map((row) => { + const rowClass = row.has_errors ? 'error-row' : ''; + const cellsHtml = headers + .map((header) => { + const cellData = row.data[header]; + const cellClass = cellData && !cellData.valid ? 'error-cell' : ''; + const value = cellData ? cellData.processed || cellData.raw : ''; + return `${this.escapeHtml(this.formatCellValue(value))}`; + }) + .join(''); + + return `${cellsHtml}`; + }) + .join(''); + + return ` + + + ${headerHtml} + + + ${rowsHtml} + +
    + `; + } + + executeImport() { + if (this.isProcessing) return; + + this.showProcessing('Starting import...'); + this.isProcessing = true; + + fetch(`${dtImport.restUrl}${this.sessionId}/execute`, { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + 'Content-Type': 'application/json', + }, + }) + .then((response) => response.json()) + .then((data) => { + if (data.success) { + this.startProgressPolling(); + } else { + this.isProcessing = false; + this.hideProcessing(); + this.showError(data.message || 'Failed to start import'); + } + }) + .catch((error) => { + this.isProcessing = false; + this.hideProcessing(); + this.showError('Failed to start import'); + console.error('Import error:', error); + }); + } + + startProgressPolling() { + const pollInterval = setInterval(() => { + fetch(`${dtImport.restUrl}${this.sessionId}/status`, { + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + }) + .then((response) => response.json()) + .then((data) => { + if (data.success) { + const status = data.data.status; + const progress = data.data.progress || 0; + + this.updateProgress(progress, status); + + if ( + status === 'completed' || + status === 'completed_with_errors' + ) { + clearInterval(pollInterval); + this.isProcessing = false; + this.hideProcessing(); + this.showImportResults(data.data); + } else if (status === 'failed') { + clearInterval(pollInterval); + this.isProcessing = false; + this.hideProcessing(); + this.showError('Import failed'); + } + } + }) + .catch((error) => { + console.error('Status polling error:', error); + }); + }, 2000); // Poll every 2 seconds + } + + updateProgress(progress, status) { + $('.processing-message').text(`Importing records... ${progress}%`); + // You could add a progress bar here + } + + showImportResults(results) { + const resultsHtml = ` +
    +

    Import Complete!

    +
    +
    +

    ${results.records_imported}

    +

    Records Imported

    +
    + ${ + results.errors && results.errors.length > 0 + ? ` +
    +

    ${results.errors.length}

    +

    Errors

    +
    + ` + : '' + } +
    + + ${ + results.imported_records && + results.imported_records.length > 0 + ? ` +
    +

    Imported Records:

    +
    + + ${ + results.records_imported > + results.imported_records.length + ? ` +

    + Showing first ${results.imported_records.length} of ${results.records_imported} imported records +

    + ` + : '' + } +
    +
    + ` + : '' + } + + ${ + results.errors && results.errors.length > 0 + ? ` +
    +

    Errors:

    +
      + ${results.errors + .map( + (error) => ` +
    • Row ${error.row}: ${this.escapeHtml(error.message)}
      • + `, + ) + .join('')} +
    +
    + ` + : '' + } + +
    + +
    +
    + `; + + $('.dt-import-step-content').html(resultsHtml); + + // Mark step 4 as completed (green) since import is successful + this.markStepAsCompleted(); + } + + // Utility methods + updateStepIndicator() { + $('.dt-import-steps .step').removeClass('active completed'); + + $('.dt-import-steps .step').each((index, step) => { + const stepNum = index + 1; + if (stepNum < this.currentStep) { + $(step).addClass('completed'); + } else if (stepNum === this.currentStep) { + $(step).addClass('active'); + } + }); + } + + updateNavigation() { + const $backBtn = $('.dt-import-back'); + const $nextBtn = $('.dt-import-next'); + + // Back button + if (this.currentStep === 1) { + $backBtn.hide(); + } else { + $backBtn.show(); + } + + // Next button + if (this.currentStep === 4) { + $nextBtn.hide(); + } else { + $nextBtn.show(); + $nextBtn.prop('disabled', !this.canProceedToNextStep()); + } + } + + canProceedToNextStep() { + switch (this.currentStep) { + case 1: + return !!this.selectedPostType; + case 2: + return !!this.csvData; + case 3: + return Object.keys(this.fieldMappings).length > 0; + default: + return true; + } + } + + updateMappingSummary() { + const mappedCount = Object.keys(this.fieldMappings).length; + const totalColumns = $('.column-mapping-card').length; + + $('.mapping-summary').show(); + $('.summary-stats').html(` +

    ${mappedCount} of ${totalColumns} columns mapped

    + `); + + $('.dt-import-next').prop('disabled', mappedCount === 0); + } + + showProcessing(message) { + $('.dt-import-container').append(` +
    +
    + +

    ${message}

    +
    +
    + `); + } + + hideProcessing() { + $('.processing-overlay').remove(); + } + + showError(message) { + $('.dt-import-errors') + .html( + ` +
    +

    ${this.escapeHtml(message)}

    +
    + `, + ) + .show(); + + setTimeout(() => { + $('.dt-import-errors').fadeOut(); + }, 5000); + } + + showSuccess(message) { + $('.dt-import-errors') + .html( + ` +
    +

    ${this.escapeHtml(message)}

    +
    + `, + ) + .show(); + + setTimeout(() => { + $('.dt-import-errors').fadeOut(); + }, 3000); + } + + // Helper methods + getPostTypeIcon(postType) { + const icons = { + contacts: 'account', + groups: 'account-group', + default: 'file-document', + }; + return icons[postType] || icons.default; + } + + getPostTypeLabel() { + const postType = dtImport.postTypes.find( + (pt) => pt.key === this.selectedPostType, + ); + return postType ? postType.label_plural : ''; + } + + getFieldSettingsForPostType() { + // Return cached field settings if available + if (this.cachedFieldSettings) { + return this.cachedFieldSettings; + } + + // If we don't have a selected post type, return empty object + if (!this.selectedPostType) { + return {}; + } + + // Fetch field settings synchronously for current post type + // Note: This is acceptable for admin interface with small datasets + let fieldSettings = {}; + + $.ajax({ + url: `${dtImport.restUrl}${this.selectedPostType}/field-settings`, + method: 'GET', + async: false, // Synchronous to maintain current interface flow + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + success: (response) => { + if (response.success && response.data) { + fieldSettings = response.data; + this.cachedFieldSettings = fieldSettings; + } + }, + error: (xhr, status, error) => { + console.error('Failed to fetch field settings:', error); + // Fallback to basic structure + fieldSettings = { + title: { name: 'Name', type: 'text' }, + overall_status: { name: 'Status', type: 'key_select' }, + assigned_to: { name: 'Assigned To', type: 'user_select' }, + }; + }, + }); + + return fieldSettings; + } + + formatFileSize(bytes) { + const units = ['B', 'KB', 'MB', 'GB']; + let size = bytes; + let unitIndex = 0; + + while (size >= 1024 && unitIndex < units.length - 1) { + size /= 1024; + unitIndex++; + } + + return `${Math.round(size * 100) / 100} ${units[unitIndex]}`; + } + + formatCellValue(value) { + if (value === null || value === undefined) { + return ''; + } + + // Handle objects with values array (multi_select, tags, communication_channels, etc.) + if ( + typeof value === 'object' && + value.values && + Array.isArray(value.values) + ) { + const values = value.values.map((item) => { + if (typeof item === 'object' && item.value !== undefined) { + return item.value; + } + return item; + }); + return values.join('; '); + } + + // Handle arrays directly + if (Array.isArray(value)) { + return value + .map((item) => { + if (typeof item === 'object' && item.value !== undefined) { + return item.value; + } + return item; + }) + .join('; '); + } + + if (typeof value === 'object') { + return JSON.stringify(value); + } + return String(value); + } + + escapeHtml(text) { + const div = document.createElement('div'); + div.textContent = text; + return div.innerHTML; + } + + handleInlineValueMappingChange(e) { + const $select = $(e.target); + const $card = $select.closest('.column-mapping-card'); + const columnIndex = $card.data('column-index'); + const fieldKey = $card.find('.field-mapping-select').val(); + + // Update the mapping count + this.updateInlineMappingCount(columnIndex); + + // Update field mappings + this.updateFieldMappingFromInline(columnIndex, fieldKey); + } + + handleAutoMapInline(e) { + const $btn = $(e.target); + const columnIndex = $btn.data('column-index'); + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const fieldKey = $card.find('.field-mapping-select').val(); + + // Get field options and apply auto-mapping + this.getFieldOptionsForSelect(fieldKey) + .then((fieldOptions) => { + this.autoMapInlineValues(columnIndex, fieldOptions); + this.updateFieldMappingFromInline(columnIndex, fieldKey); + }) + .catch((error) => { + console.error('Error during auto-mapping:', error); + }); + } + + handleClearInline(e) { + const $btn = $(e.target); + const columnIndex = $btn.data('column-index'); + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const fieldKey = $card.find('.field-mapping-select').val(); + + // Clear all selections + $card.find('.inline-value-mapping-select').val(''); + + // Update count and mappings + this.updateInlineMappingCount(columnIndex); + this.updateFieldMappingFromInline(columnIndex, fieldKey); + } + + markStepAsCompleted() { + // Mark step 4 as completed (green) and remove active state + $('.dt-import-steps .step').each((index, step) => { + const stepNum = index + 1; + if (stepNum === 4) { + $(step).removeClass('active').addClass('completed'); + } + }); + } + } + + // Initialize when DOM is ready + $(document).ready(() => { + if ($('.dt-import-container').length > 0 && !window.dtImportInstance) { + try { + window.dtImportInstance = new DTImport(); + console.log('DT Import initialized successfully'); + } catch (error) { + console.error('Error initializing DT Import:', error); + } + } + }); +})(jQuery); diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php new file mode 100644 index 000000000..e096dbf3a --- /dev/null +++ b/dt-import/dt-import.php @@ -0,0 +1,137 @@ +load_dependencies(); + + // Register the background import action hook + add_action( 'dt_import_execute', [ DT_Import_Processor::class, 'execute_import' ] ); + + // Initialize admin interface if in admin + if ( is_admin() ) { + $this->init_admin(); + } + } + + private function load_dependencies() { + require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-utilities.php'; + require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-validators.php'; + require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-field-handlers.php'; + require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-mapping.php'; + require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-processor.php'; + require_once plugin_dir_path( __FILE__ ) . 'ajax/dt-import-ajax.php'; + + + + if ( is_admin() ) { + require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-admin-tab.php'; + } + } + + private function init_admin() { + DT_Import_Admin_Tab::instance(); + } + + + public function activate() { + // Create upload directory for temporary CSV files + $upload_dir = wp_upload_dir(); + $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if ( !file_exists( $dt_import_dir ) ) { + wp_mkdir_p( $dt_import_dir ); + + // Create .htaccess file to prevent direct access + $htaccess_content = "Order deny,allow\nDeny from all\n"; + file_put_contents( $dt_import_dir . '.htaccess', $htaccess_content ); + } + } + + public function deactivate() { + // Clean up temporary files + $this->cleanup_temp_files(); + } + + private function cleanup_temp_files() { + $upload_dir = wp_upload_dir(); + $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if ( file_exists( $dt_import_dir ) ) { + $files = glob( $dt_import_dir . '*' ); + foreach ( $files as $file ) { + if ( is_file( $file ) ) { + unlink( $file ); + } + } + } + + // Clean up old import sessions (older than 24 hours) from dt_reports table + global $wpdb; + + // Get old import sessions to clean up their files + $old_sessions = $wpdb->get_results($wpdb->prepare( + "SELECT payload FROM $wpdb->dt_reports + WHERE type = 'import_session' + AND timestamp < %d", + strtotime( '-24 hours' ) + ), ARRAY_A); + + // Clean up associated files + foreach ( $old_sessions as $session ) { + if ( !empty( $session['payload'] ) ) { + $payload = maybe_unserialize( $session['payload'] ); + if ( isset( $payload['file_path'] ) && file_exists( $payload['file_path'] ) ) { + unlink( $payload['file_path'] ); + } + } + } + + // Delete old import session records + $wpdb->query($wpdb->prepare( + "DELETE FROM $wpdb->dt_reports + WHERE type = 'import_session' + AND timestamp < %d", + strtotime( '-24 hours' ) + )); + } +} + +// Initialize the plugin +DT_Theme_Import::instance(); diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php new file mode 100644 index 000000000..c6431d9ce --- /dev/null +++ b/dt-import/includes/dt-import-field-handlers.php @@ -0,0 +1,245 @@ + $channel, + 'verified' => false + ]; + } + + return $processed_channels; + } + + /** + * Handle connection field processing + */ + public static function handle_connection_field( $value, $field_config ) { + $connection_post_type = $field_config['post_type'] ?? ''; + if ( empty( $connection_post_type ) ) { + throw new Exception( 'Connection field missing post_type configuration' ); + } + + $connections = DT_Import_Utilities::split_multi_value( $value ); + $processed_connections = []; + + foreach ( $connections as $connection ) { + $connection = trim( $connection ); + + // Try to find by ID + if ( is_numeric( $connection ) ) { + $post = DT_Posts::get_post( $connection_post_type, intval( $connection ), true, false ); + if ( !is_wp_error( $post ) ) { + $processed_connections[] = intval( $connection ); + continue; + } + } + + // Try to find by title + $posts = DT_Posts::list_posts($connection_post_type, [ + 'name' => $connection, + 'limit' => 1 + ]); + + if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { + $processed_connections[] = $posts['posts'][0]['ID']; + } else { + throw new Exception( "Connection not found: {$connection}" ); + } + } + + return $processed_connections; + } + + /** + * Handle user_select field processing + */ + public static function handle_user_select_field( $value, $field_config ) { + $user = null; + + // Try to find by ID + if ( is_numeric( $value ) ) { + $user = get_user_by( 'id', intval( $value ) ); + } + + // Try to find by username + if ( !$user ) { + $user = get_user_by( 'login', $value ); + } + + // Try to find by display name + if ( !$user ) { + $user = get_user_by( 'display_name', $value ); + } + + if ( !$user ) { + throw new Exception( "User not found: {$value}" ); + } + + return $user->ID; + } + + /** + * Handle location field processing + */ + public static function handle_location_field( $value, $field_config ) { + $value = trim( $value ); + + // Check if it's a grid ID + if ( is_numeric( $value ) ) { + // Validate grid ID exists + global $wpdb; + $grid_exists = $wpdb->get_var($wpdb->prepare( + "SELECT grid_id FROM {$wpdb->prefix}dt_location_grid WHERE grid_id = %d", + intval( $value ) + )); + + if ( $grid_exists ) { + return intval( $value ); + } + } + + // Check if it's lat,lng coordinates + if ( preg_match( '/^-?\d+\.?\d*,-?\d+\.?\d*$/', $value ) ) { + list($lat, $lng) = explode( ',', $value ); + return [ + 'lat' => floatval( $lat ), + 'lng' => floatval( $lng ) + ]; + } + + // Treat as address - return as-is for geocoding later + return [ + 'address' => $value + ]; + } +} diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php new file mode 100644 index 000000000..3dff727cf --- /dev/null +++ b/dt-import/includes/dt-import-utilities.php @@ -0,0 +1,296 @@ += $count ) { + break; + } + + if ( isset( $row[$column_index] ) && !empty( trim( $row[$column_index] ) ) ) { + $samples[] = trim( $row[$column_index] ); + $row_count++; + } + } + + return $samples; + } + + /** + * Normalize string for comparison + */ + public static function normalize_string( $string ) { + return strtolower( trim( preg_replace( '/[^a-zA-Z0-9]/', '', $string ) ) ); + } + + /** + * Save uploaded file to temporary directory + */ + public static function save_uploaded_file( $file_data ) { + $upload_dir = wp_upload_dir(); + $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + // Ensure directory exists + if ( !file_exists( $temp_dir ) ) { + wp_mkdir_p( $temp_dir ); + } + + // Generate unique filename + $filename = 'import_' . uniqid() . '_' . sanitize_file_name( $file_data['name'] ); + $filepath = $temp_dir . $filename; + + // Move uploaded file + if ( move_uploaded_file( $file_data['tmp_name'], $filepath ) ) { + return $filepath; + } + + return false; + } + + /** + * Validate file upload + */ + public static function validate_file_upload( $file_data ) { + $errors = []; + + // Check for upload errors + if ( $file_data['error'] !== UPLOAD_ERR_OK ) { + $errors[] = __( 'File upload failed.', 'disciple_tools' ); + } + + // Check file size (10MB limit) + if ( $file_data['size'] > 10 * 1024 * 1024 ) { + $errors[] = __( 'File size exceeds 10MB limit.', 'disciple_tools' ); + } + + // Check file type + $file_info = finfo_open( FILEINFO_MIME_TYPE ); + $mime_type = finfo_file( $file_info, $file_data['tmp_name'] ); + finfo_close( $file_info ); + + $allowed_types = [ 'text/csv', 'text/plain', 'application/csv' ]; + if ( !in_array( $mime_type, $allowed_types ) ) { + $errors[] = __( 'Invalid file type. Please upload a CSV file.', 'disciple_tools' ); + } + + // Check file extension + $file_extension = strtolower( pathinfo( $file_data['name'], PATHINFO_EXTENSION ) ); + if ( $file_extension !== 'csv' ) { + $errors[] = __( 'Invalid file extension. Please upload a .csv file.', 'disciple_tools' ); + } + + return $errors; + } + + /** + * Create custom field for post type + */ + public static function create_custom_field( $post_type, $field_key, $field_config ) { + // Check if field already exists + $existing_fields = DT_Posts::get_post_field_settings( $post_type ); + if ( isset( $existing_fields[$field_key] ) ) { + return new WP_Error( 'field_exists', __( 'Field already exists.', 'disciple_tools' ) ); + } + + // Validate field type + $allowed_types = [ 'text', 'textarea', 'number', 'date', 'boolean', 'key_select', 'multi_select', 'tags', 'communication_channel', 'connection', 'user_select', 'location' ]; + if ( !in_array( $field_config['type'], $allowed_types ) ) { + return new WP_Error( 'invalid_field_type', __( 'Invalid field type.', 'disciple_tools' ) ); + } + + // Create field using DT's field customization API + $field_settings = [ + 'name' => $field_config['name'], + 'description' => $field_config['description'] ?? '', + 'type' => $field_config['type'], + 'default' => $field_config['default'] ?? [], + 'tile' => 'other' + ]; + + // Add field using DT's field customization hooks + add_filter('dt_custom_fields_settings', function( $fields, $post_type_filter ) use ( $post_type, $field_key, $field_settings ) { + if ( $post_type_filter === $post_type ) { + $fields[$field_key] = $field_settings; + } + return $fields; + }, 10, 2); + + // Force refresh of field settings cache + wp_cache_delete( $post_type . '_field_settings', 'dt_post_fields' ); + + return true; + } + + /** + * Clean old temporary files + */ + public static function cleanup_old_files( $hours = 24 ) { + $upload_dir = wp_upload_dir(); + $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if ( !file_exists( $temp_dir ) ) { + return; + } + + $files = glob( $temp_dir . '*' ); + $cutoff_time = time() - ( $hours * 3600 ); + + foreach ( $files as $file ) { + if ( is_file( $file ) && filemtime( $file ) < $cutoff_time ) { + unlink( $file ); + } + } + } + + /** + * Format file size for display + */ + public static function format_file_size( $bytes ) { + $units = [ 'B', 'KB', 'MB', 'GB' ]; + $factor = 1024; + $units_count = count( $units ); + + for ( $i = 0; $bytes >= $factor && $i < $units_count - 1; $i++ ) { + $bytes /= $factor; + } + + return round( $bytes, 2 ) . ' ' . $units[$i]; + } + + /** + * Convert various date formats to Y-m-d + */ + public static function normalize_date( $date_string ) { + if ( empty( $date_string ) ) { + return ''; + } + + // Try to parse the date + $timestamp = strtotime( $date_string ); + if ( $timestamp === false ) { + return ''; + } + + return gmdate( 'Y-m-d', $timestamp ); + } + + /** + * Convert boolean-like values to boolean + */ + public static function normalize_boolean( $value ) { + $value = strtolower( trim( $value ) ); + + $true_values = [ 'true', 'yes', 'y', '1', 'on', 'enabled' ]; + $false_values = [ 'false', 'no', 'n', '0', 'off', 'disabled' ]; + + if ( in_array( $value, $true_values ) ) { + return true; + } elseif ( in_array( $value, $false_values ) ) { + return false; + } + + return null; + } + + /** + * Split multi-value string (semicolon separated by default) + */ + public static function split_multi_value( $value, $separator = ';' ) { + if ( empty( $value ) ) { + return []; + } + + $values = explode( $separator, $value ); + return array_map( 'trim', $values ); + } + + /** + * Log import activity + */ + public static function log_import_activity( $session_id, $message, $level = 'info' ) { + dt_write_log([ + 'component' => 'dt_import', + 'session_id' => $session_id, + 'level' => $level, + 'message' => $message, + 'timestamp' => current_time( 'mysql' ) + ]); + } +} diff --git a/dt-import/includes/dt-import-validators.php b/dt-import/includes/dt-import-validators.php new file mode 100644 index 000000000..e02bc99ea --- /dev/null +++ b/dt-import/includes/dt-import-validators.php @@ -0,0 +1,109 @@ + $header ) { + if ( empty( trim( $header ) ) ) { + $errors[] = sprintf( __( 'Column %d has an empty header.', 'disciple_tools' ), $index + 1 ); + } + } + + // Check for duplicate headers + $header_counts = array_count_values( $headers ); + foreach ( $header_counts as $header => $count ) { + if ( $count > 1 ) { + $errors[] = sprintf( __( 'Duplicate header found: "%s"', 'disciple_tools' ), $header ); + } + } + + // Check row consistency + $csv_data_count = count( $csv_data ); + for ( $i = 1; $i < $csv_data_count; $i++ ) { + $row = $csv_data[$i]; + if ( count( $row ) !== $column_count ) { + $errors[] = sprintf( __( 'Row %1$d has %2$d columns, expected %3$d columns.', 'disciple_tools' ), $i + 1, count( $row ), $column_count ); + } + } + + return $errors; + } + + /** + * Validate field mapping data + */ + public static function validate_field_mappings( $mappings, $post_type ) { + $errors = []; + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + foreach ( $mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + + // Check if field exists + if ( !isset( $field_settings[$field_key] ) ) { + $errors[] = sprintf( __( 'Field "%s" does not exist.', 'disciple_tools' ), $field_key ); + continue; + } + + $field_config = $field_settings[$field_key]; + + // Validate field-specific mappings + if ( in_array( $field_config['type'], [ 'key_select', 'multi_select' ] ) && isset( $mapping['value_mapping'] ) ) { + foreach ( $mapping['value_mapping'] as $csv_value => $dt_value ) { + if ( !empty( $dt_value ) && !isset( $field_config['default'][$dt_value] ) ) { + $errors[] = sprintf( __( 'Invalid option "%1$s" for field "%2$s".', 'disciple_tools' ), $dt_value, $field_config['name'] ); + } + } + } + } + + return $errors; + } + + /** + * Validate import session data + */ + public static function validate_import_session( $session_data ) { + $errors = []; + + $required_fields = [ 'csv_data', 'field_mappings', 'post_type' ]; + foreach ( $required_fields as $field ) { + if ( !isset( $session_data[$field] ) ) { + $errors[] = sprintf( __( 'Missing required session data: %s', 'disciple_tools' ), $field ); + } + } + + return $errors; + } +} diff --git a/functions.php b/functions.php index 0722377e8..68a714bcb 100755 --- a/functions.php +++ b/functions.php @@ -323,6 +323,12 @@ public function __construct() { require_once( 'dt-workflows/workflows.php' ); Disciple_Tools_Workflows::instance(); + /** + * dt-import + */ + require_once( 'dt-import/dt-import.php' ); + DT_Theme_Import::instance(); + /** * core */ From 4da225759ebec0e9e859a05aa4e9982a7e69f02c Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 17:17:46 +0100 Subject: [PATCH 02/50] Rename import classes to avoid conflicts with existing import plugin --- dt-import/admin/dt-import-admin-tab.php | 6 ++-- dt-import/admin/dt-import-mapping.php | 4 +-- dt-import/admin/dt-import-processor.php | 16 ++++----- dt-import/ajax/dt-import-ajax.php | 40 +++++++++++----------- dt-import/dt-import.php | 19 ++++------ dt-import/includes/dt-import-utilities.php | 4 +-- 6 files changed, 42 insertions(+), 47 deletions(-) diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 9767aec81..a57707fa8 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -1,13 +1,13 @@ admin_url( 'admin-ajax.php' ), - 'restUrl' => rest_url( 'dt-import/v2/' ), + 'restUrl' => rest_url( 'dt-csv-import/v2/' ), 'nonce' => wp_create_nonce( 'wp_rest' ), 'postTypes' => $this->get_available_post_types(), 'translations' => $this->get_translations(), diff --git a/dt-import/admin/dt-import-mapping.php b/dt-import/admin/dt-import-mapping.php index 485f922cc..abdf4bd6d 100644 --- a/dt-import/admin/dt-import-mapping.php +++ b/dt-import/admin/dt-import-mapping.php @@ -1,13 +1,13 @@ 400 ] ); } // Save file to temporary location - $file_path = DT_Import_Utilities::save_uploaded_file( $sanitized_file ); + $file_path = DT_CSV_Import_Utilities::save_uploaded_file( $sanitized_file ); if ( !$file_path ) { return new WP_Error( 'file_save_failed', 'Failed to save uploaded file', [ 'status' => 500 ] ); } // Parse CSV data - $csv_data = DT_Import_Utilities::parse_csv_file( $file_path ); + $csv_data = DT_CSV_Import_Utilities::parse_csv_file( $file_path ); if ( is_wp_error( $csv_data ) ) { return $csv_data; } @@ -370,7 +370,7 @@ public function analyze_csv( WP_REST_Request $request ) { $post_type = $session['post_type']; // Generate field mapping suggestions - $mapping_suggestions = DT_Import_Mapping::analyze_csv_columns( $csv_data, $post_type ); + $mapping_suggestions = DT_CSV_Import_Mapping::analyze_csv_columns( $csv_data, $post_type ); // Update session with mapping suggestions $this->update_import_session($session_id, [ @@ -400,7 +400,7 @@ public function save_mapping( WP_REST_Request $request ) { } // Validate mappings - $validation_errors = DT_Import_Mapping::validate_mapping( $mappings, $session['post_type'] ); + $validation_errors = DT_CSV_Import_Mapping::validate_mapping( $mappings, $session['post_type'] ); if ( !empty( $validation_errors ) ) { return new WP_Error( 'mapping_validation_failed', implode( ', ', $validation_errors ), [ 'status' => 400 ] ); } @@ -440,7 +440,7 @@ public function preview_import( WP_REST_Request $request ) { } // Generate preview data - $preview_data = DT_Import_Processor::generate_preview( + $preview_data = DT_CSV_Import_Processor::generate_preview( $session['csv_data'], $session['field_mappings'], $session['post_type'], @@ -494,7 +494,7 @@ public function execute_import( WP_REST_Request $request ) { ]; } else { // Fallback to scheduled execution - wp_schedule_single_event( time(), 'dt_import_execute', [ $session_id ] ); + wp_schedule_single_event( time(), 'dt_csv_import_execute', [ $session_id ] ); return [ 'success' => true, @@ -667,10 +667,10 @@ public function get_column_data( WP_REST_Request $request ) { $data_rows = array_slice( $csv_data, 1 ); // Get unique values from the column (excluding header) - $unique_values = DT_Import_Mapping::get_unique_column_values( $data_rows, $column_index ); + $unique_values = DT_CSV_Import_Mapping::get_unique_column_values( $data_rows, $column_index ); // Also get sample data for preview (also excluding header) - $sample_data = DT_Import_Utilities::get_sample_data( $data_rows, $column_index, 10 ); + $sample_data = DT_CSV_Import_Utilities::get_sample_data( $data_rows, $column_index, 10 ); return [ 'success' => true, @@ -728,7 +728,7 @@ public function create_field( WP_REST_Request $request ) { } // Create the field using DT's field creation API - $result = DT_Import_Utilities::create_custom_field( $post_type, $field_key, $field_config ); + $result = DT_CSV_Import_Utilities::create_custom_field( $post_type, $field_key, $field_config ); if ( is_wp_error( $result ) ) { return $result; @@ -924,7 +924,7 @@ private function try_immediate_import( $session_id ) { ]; } else { // For small imports, process completely - $result = DT_Import_Processor::execute_import( $session_id ); + $result = DT_CSV_Import_Processor::execute_import( $session_id ); return [ 'started' => !is_wp_error( $result ), @@ -1047,10 +1047,10 @@ private function process_import_chunk( $session_id, $start_row, $chunk_size ) { $raw_value = $row[$column_index] ?? ''; if ( !empty( trim( $raw_value ) ) ) { - $processed_value = DT_Import_Processor::process_field_value( $raw_value, $field_key, $mapping, $post_type ); + $processed_value = DT_CSV_Import_Processor::process_field_value( $raw_value, $field_key, $mapping, $post_type ); if ( $processed_value !== null ) { // Format value according to field type for DT_Posts API - $post_data[$field_key] = DT_Import_Processor::format_value_for_api( $processed_value, $field_key, $post_type ); + $post_data[$field_key] = DT_CSV_Import_Processor::format_value_for_api( $processed_value, $field_key, $post_type ); } } } @@ -1148,7 +1148,7 @@ private function try_continue_import( $session_id ) { $this->process_import_chunk( $session_id, $rows_processed, 25 ); } else { // Restart the full import - DT_Import_Processor::execute_import( $session_id ); + DT_CSV_Import_Processor::execute_import( $session_id ); } return true; } @@ -1157,4 +1157,4 @@ private function try_continue_import( $session_id ) { } } -DT_Import_Ajax::instance(); +DT_CSV_Import_Ajax::instance(); diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php index e096dbf3a..d87904cd1 100644 --- a/dt-import/dt-import.php +++ b/dt-import/dt-import.php @@ -9,9 +9,9 @@ } /** - * Main DT Import Class + * Main DT CSV Import Class (renamed to avoid conflicts) */ -class DT_Theme_Import { +class DT_Theme_CSV_Import { private static $_instance = null; public static function instance() { @@ -33,16 +33,14 @@ public function init() { return; } - // Don't load if the disciple-tools-import plugin is already active - if ( class_exists( 'Disciple_Tools_Import' ) ) { - return; - } + // Log successful initialization + error_log( 'DT Theme CSV Import: Initializing theme CSV import feature' ); // Load required files $this->load_dependencies(); // Register the background import action hook - add_action( 'dt_import_execute', [ DT_Import_Processor::class, 'execute_import' ] ); + add_action( 'dt_csv_import_execute', [ DT_CSV_Import_Processor::class, 'execute_import' ] ); // Initialize admin interface if in admin if ( is_admin() ) { @@ -58,18 +56,15 @@ private function load_dependencies() { require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-processor.php'; require_once plugin_dir_path( __FILE__ ) . 'ajax/dt-import-ajax.php'; - - if ( is_admin() ) { require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-admin-tab.php'; } } private function init_admin() { - DT_Import_Admin_Tab::instance(); + DT_CSV_Import_Admin_Tab::instance(); } - public function activate() { // Create upload directory for temporary CSV files $upload_dir = wp_upload_dir(); @@ -134,4 +129,4 @@ private function cleanup_temp_files() { } // Initialize the plugin -DT_Theme_Import::instance(); +DT_Theme_CSV_Import::instance(); diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php index 3dff727cf..5dc7448c5 100644 --- a/dt-import/includes/dt-import-utilities.php +++ b/dt-import/includes/dt-import-utilities.php @@ -1,13 +1,13 @@ Date: Wed, 4 Jun 2025 17:19:21 +0100 Subject: [PATCH 03/50] Complete renaming of all import classes to avoid conflicts --- dt-import/admin/dt-import-mapping.php | 26 +++++++++---------- .../includes/dt-import-field-handlers.php | 14 +++++----- dt-import/includes/dt-import-validators.php | 2 +- 3 files changed, 21 insertions(+), 21 deletions(-) diff --git a/dt-import/admin/dt-import-mapping.php b/dt-import/admin/dt-import-mapping.php index abdf4bd6d..0c813c015 100644 --- a/dt-import/admin/dt-import-mapping.php +++ b/dt-import/admin/dt-import-mapping.php @@ -24,7 +24,7 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { foreach ( $headers as $index => $column_name ) { $suggestion = self::suggest_field_mapping( $column_name, $field_settings ); - $sample_data = DT_Import_Utilities::get_sample_data( $csv_data, $index, 5 ); + $sample_data = DT_CSV_Import_Utilities::get_sample_data( $csv_data, $index, 5 ); $mapping_suggestions[$index] = [ 'column_name' => $column_name, @@ -41,11 +41,11 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { * Suggest field mapping for a column */ private static function suggest_field_mapping( $column_name, $field_settings ) { - $column_normalized = DT_Import_Utilities::normalize_string( $column_name ); + $column_normalized = DT_CSV_Import_Utilities::normalize_string( $column_name ); // Direct field name matches foreach ( $field_settings as $field_key => $field_config ) { - $field_normalized = DT_Import_Utilities::normalize_string( $field_config['name'] ); + $field_normalized = DT_CSV_Import_Utilities::normalize_string( $field_config['name'] ); // Exact match if ( $column_normalized === $field_normalized ) { @@ -53,14 +53,14 @@ private static function suggest_field_mapping( $column_name, $field_settings ) { } // Field key match - if ( $column_normalized === DT_Import_Utilities::normalize_string( $field_key ) ) { + if ( $column_normalized === DT_CSV_Import_Utilities::normalize_string( $field_key ) ) { return $field_key; } } // Partial matches foreach ( $field_settings as $field_key => $field_config ) { - $field_normalized = DT_Import_Utilities::normalize_string( $field_config['name'] ); + $field_normalized = DT_CSV_Import_Utilities::normalize_string( $field_config['name'] ); if ( strpos( $field_normalized, $column_normalized ) !== false || strpos( $column_normalized, $field_normalized ) !== false ) { @@ -72,7 +72,7 @@ private static function suggest_field_mapping( $column_name, $field_settings ) { $aliases = self::get_field_aliases(); foreach ( $aliases as $field_key => $field_aliases ) { foreach ( $field_aliases as $alias ) { - if ( $column_normalized === DT_Import_Utilities::normalize_string( $alias ) ) { + if ( $column_normalized === DT_CSV_Import_Utilities::normalize_string( $alias ) ) { return $field_key; } } @@ -85,10 +85,10 @@ private static function suggest_field_mapping( $column_name, $field_settings ) { * Calculate confidence score for field mapping */ private static function calculate_confidence( $column_name, $field_key, $field_settings ) { - $column_normalized = DT_Import_Utilities::normalize_string( $column_name ); + $column_normalized = DT_CSV_Import_Utilities::normalize_string( $column_name ); $field_config = $field_settings[$field_key]; - $field_normalized = DT_Import_Utilities::normalize_string( $field_config['name'] ); - $field_key_normalized = DT_Import_Utilities::normalize_string( $field_key ); + $field_normalized = DT_CSV_Import_Utilities::normalize_string( $field_config['name'] ); + $field_key_normalized = DT_CSV_Import_Utilities::normalize_string( $field_key ); // Exact matches get highest confidence if ( $column_normalized === $field_normalized || $column_normalized === $field_key_normalized ) { @@ -105,7 +105,7 @@ private static function calculate_confidence( $column_name, $field_key, $field_s $aliases = self::get_field_aliases(); if ( isset( $aliases[$field_key] ) ) { foreach ( $aliases[$field_key] as $alias ) { - if ( $column_normalized === DT_Import_Utilities::normalize_string( $alias ) ) { + if ( $column_normalized === DT_CSV_Import_Utilities::normalize_string( $alias ) ) { return 60; } } @@ -203,7 +203,7 @@ public static function get_unique_column_values( $csv_data, $column_index ) { $value = trim( $row[$column_index] ); // For multi-value fields, split by semicolon - $split_values = DT_Import_Utilities::split_multi_value( $value ); + $split_values = DT_CSV_Import_Utilities::split_multi_value( $value ); foreach ( $split_values as $split_value ) { if ( !empty( $split_value ) ) { $values[$split_value] = $split_value; @@ -222,13 +222,13 @@ public static function suggest_value_mappings( $csv_values, $field_options ) { $mappings = []; foreach ( $csv_values as $csv_value ) { - $csv_normalized = DT_Import_Utilities::normalize_string( $csv_value ); + $csv_normalized = DT_CSV_Import_Utilities::normalize_string( $csv_value ); $best_match = null; $best_score = 0; foreach ( $field_options as $option_key => $option_config ) { $option_label = $option_config['label'] ?? $option_key; - $option_normalized = DT_Import_Utilities::normalize_string( $option_label ); + $option_normalized = DT_CSV_Import_Utilities::normalize_string( $option_label ); // Exact match if ( $csv_normalized === $option_normalized ) { diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php index c6431d9ce..3ba0821a6 100644 --- a/dt-import/includes/dt-import-field-handlers.php +++ b/dt-import/includes/dt-import-field-handlers.php @@ -7,7 +7,7 @@ exit; } -class DT_Import_Field_Handlers { +class DT_CSV_Import_Field_Handlers { /** * Handle text field processing @@ -37,7 +37,7 @@ public static function handle_number_field( $value, $field_config ) { * Handle date field processing */ public static function handle_date_field( $value, $field_config ) { - $normalized_date = DT_Import_Utilities::normalize_date( $value ); + $normalized_date = DT_CSV_Import_Utilities::normalize_date( $value ); if ( empty( $normalized_date ) ) { throw new Exception( "Invalid date format: {$value}" ); } @@ -48,7 +48,7 @@ public static function handle_date_field( $value, $field_config ) { * Handle boolean field processing */ public static function handle_boolean_field( $value, $field_config ) { - $boolean_value = DT_Import_Utilities::normalize_boolean( $value ); + $boolean_value = DT_CSV_Import_Utilities::normalize_boolean( $value ); if ( $boolean_value === null ) { throw new Exception( "Invalid boolean value: {$value}" ); } @@ -78,7 +78,7 @@ public static function handle_key_select_field( $value, $field_config, $value_ma * Handle multi_select field processing */ public static function handle_multi_select_field( $value, $field_config, $value_mapping = [] ) { - $values = DT_Import_Utilities::split_multi_value( $value ); + $values = DT_CSV_Import_Utilities::split_multi_value( $value ); $processed_values = []; foreach ( $values as $val ) { @@ -103,7 +103,7 @@ public static function handle_multi_select_field( $value, $field_config, $value_ * Handle tags field processing */ public static function handle_tags_field( $value, $field_config ) { - $tags = DT_Import_Utilities::split_multi_value( $value ); + $tags = DT_CSV_Import_Utilities::split_multi_value( $value ); return array_map(function( $tag ) { return sanitize_text_field( trim( $tag ) ); }, $tags); @@ -113,7 +113,7 @@ public static function handle_tags_field( $value, $field_config ) { * Handle communication channel field processing */ public static function handle_communication_channel_field( $value, $field_config, $field_key ) { - $channels = DT_Import_Utilities::split_multi_value( $value ); + $channels = DT_CSV_Import_Utilities::split_multi_value( $value ); $processed_channels = []; foreach ( $channels as $channel ) { @@ -149,7 +149,7 @@ public static function handle_connection_field( $value, $field_config ) { throw new Exception( 'Connection field missing post_type configuration' ); } - $connections = DT_Import_Utilities::split_multi_value( $value ); + $connections = DT_CSV_Import_Utilities::split_multi_value( $value ); $processed_connections = []; foreach ( $connections as $connection ) { diff --git a/dt-import/includes/dt-import-validators.php b/dt-import/includes/dt-import-validators.php index e02bc99ea..d2da48d98 100644 --- a/dt-import/includes/dt-import-validators.php +++ b/dt-import/includes/dt-import-validators.php @@ -7,7 +7,7 @@ exit; } -class DT_Import_Validators { +class DT_CSV_Import_Validators { /** * Validate CSV structure From a02e4c41d406c85bd0939cbb78911ecc2b05d26c Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 17:27:27 +0100 Subject: [PATCH 04/50] Enhance connection field processing: support record creation and preview warnings --- dt-import/PROJECT_SPECIFICATION.md | 2 +- dt-import/admin/dt-import-processor.php | 128 ++++++++++++++++++++++-- functions.php | 2 +- 3 files changed, 119 insertions(+), 13 deletions(-) diff --git a/dt-import/PROJECT_SPECIFICATION.md b/dt-import/PROJECT_SPECIFICATION.md index 09463e82b..d0e4ea9ee 100644 --- a/dt-import/PROJECT_SPECIFICATION.md +++ b/dt-import/PROJECT_SPECIFICATION.md @@ -22,7 +22,7 @@ Fields with multiple values are semicolon separated. tags and communication_channels fields, the values are sererated and imported -Connection fields, the values can either be the ID of the record it is connected to or the name of the field. If a name is provided, we need to do a search across the existing records of the selected selected connection field to make sure that that we can find the corresponding records or if we need to create corresponding records. +Connection fields, the values can either be the ID of the record it is connected to or the name of the record. If a name is provided, we need to do a search across the existing records of the selected connection's post type to make sure that that we can find the corresponding records. If we can't find the record, then we need to create corresponding records. User select fields can accept the user ID or the name of the user or the email address of the user. A search needs to be done to find the user. If a user doesn't exist, we do not create new users. diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index dcd242187..a8b58aeea 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -19,11 +19,13 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, $skipped_count = 0; $data_rows = array_slice( $csv_data, $offset, $limit ); + $field_settings = DT_Posts::get_post_field_settings( $post_type ); foreach ( $data_rows as $row_index => $row ) { $processed_row = []; $has_errors = false; $row_errors = []; + $row_warnings = []; foreach ( $field_mappings as $column_index => $mapping ) { if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { @@ -32,10 +34,44 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, $field_key = $mapping['field_key']; $raw_value = $row[$column_index] ?? ''; + $field_config = $field_settings[$field_key] ?? []; try { - $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type ); - $formatted_value = self::format_value_for_api( $processed_value, $field_key, $post_type ); + $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type, true ); + + // Handle connection fields specially for preview + if ( $field_config['type'] === 'connection' && is_array( $processed_value ) ) { + $connection_display = []; + $has_new_connections = false; + + foreach ( $processed_value as $connection_info ) { + if ( is_array( $connection_info ) ) { + $display_name = $connection_info['name']; + if ( $connection_info['will_create'] ) { + $display_name .= ' (NEW)'; + $has_new_connections = true; + } + $connection_display[] = $display_name; + } else { + $connection_display[] = $connection_info; + } + } + + if ( $has_new_connections ) { + $connection_post_type_settings = DT_Posts::get_post_settings( $field_config['post_type'] ); + $post_type_label = $connection_post_type_settings['label_plural'] ?? $field_config['post_type']; + $row_warnings[] = sprintf( + 'New %s will be created for field "%s"', + $post_type_label, + $field_config['name'] + ); + } + + $formatted_value = implode( ', ', $connection_display ); + } else { + $formatted_value = self::format_value_for_api( $processed_value, $field_key, $post_type ); + } + $processed_row[$field_key] = [ 'raw' => $raw_value, 'processed' => $formatted_value, @@ -57,7 +93,8 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, 'row_number' => $offset + $row_index + 2, // +2 for header and 0-based index 'data' => $processed_row, 'has_errors' => $has_errors, - 'errors' => $row_errors + 'errors' => $row_errors, + 'warnings' => $row_warnings ]; if ( $has_errors ) { @@ -81,7 +118,7 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, /** * Process a single field value based on field type and mapping */ - public static function process_field_value( $raw_value, $field_key, $mapping, $post_type ) { + public static function process_field_value( $raw_value, $field_key, $mapping, $post_type, $preview_mode = false ) { $field_settings = DT_Posts::get_post_field_settings( $post_type ); if ( !isset( $field_settings[$field_key] ) ) { @@ -134,7 +171,7 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p return self::process_communication_channel_value( $raw_value, $field_key ); case 'connection': - return self::process_connection_value( $raw_value, $field_config ); + return self::process_connection_value( $raw_value, $field_config, $preview_mode ); case 'user_select': return self::process_user_select_value( $raw_value ); @@ -238,7 +275,7 @@ private static function process_communication_channel_value( $raw_value, $field_ /** * Process connection field value */ - private static function process_connection_value( $raw_value, $field_config ) { + private static function process_connection_value( $raw_value, $field_config, $preview_mode = false ) { $connection_post_type = $field_config['post_type'] ?? ''; if ( empty( $connection_post_type ) ) { throw new Exception( 'Connection field missing post_type configuration' ); @@ -249,32 +286,101 @@ private static function process_connection_value( $raw_value, $field_config ) { foreach ( $connections as $connection ) { $connection = trim( $connection ); + $connection_info = [ + 'raw_value' => $connection, + 'id' => null, + 'name' => null, + 'exists' => false, + 'will_create' => false + ]; - // Try to find by ID + // Try to find by ID first if ( is_numeric( $connection ) ) { $post = DT_Posts::get_post( $connection_post_type, intval( $connection ), true, false ); if ( !is_wp_error( $post ) ) { - $processed_connections[] = intval( $connection ); + $connection_info['id'] = intval( $connection ); + $connection_info['name'] = $post['title'] ?? $post['name'] ?? "Record #{$connection}"; + $connection_info['exists'] = true; + + if ( $preview_mode ) { + $processed_connections[] = $connection_info; + } else { + $processed_connections[] = intval( $connection ); + } continue; } } - // Try to find by title + // Try to find by title/name $posts = DT_Posts::list_posts($connection_post_type, [ 'name' => $connection, 'limit' => 1 ]); if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { - $processed_connections[] = $posts['posts'][0]['ID']; + $found_post = $posts['posts'][0]; + $connection_info['id'] = $found_post['ID']; + $connection_info['name'] = $found_post['title'] ?? $found_post['name'] ?? $connection; + $connection_info['exists'] = true; + + if ( $preview_mode ) { + $processed_connections[] = $connection_info; + } else { + $processed_connections[] = $found_post['ID']; + } } else { - throw new Exception( "Connection not found: {$connection}" ); + // Record not found - will need to create it + if ( $preview_mode ) { + $connection_info['name'] = $connection; + $connection_info['will_create'] = true; + $processed_connections[] = $connection_info; + } else { + // Create the record during actual import + $new_post = self::create_connection_record( $connection_post_type, $connection ); + if ( !is_wp_error( $new_post ) ) { + $connection_info['id'] = $new_post['ID']; + $processed_connections[] = $new_post['ID']; + } else { + throw new Exception( "Failed to create connection record: {$connection} - " . $new_post->get_error_message() ); + } + } } } return $processed_connections; } + /** + * Create a new connection record + */ + private static function create_connection_record( $post_type, $name ) { + $post_data = []; + + // Determine the title field name based on post type + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + if ( isset( $field_settings['title'] ) ) { + $post_data['title'] = $name; + } elseif ( isset( $field_settings['name'] ) ) { + $post_data['name'] = $name; + } else { + // Fallback - use the first text field or 'title' + foreach ( $field_settings as $field_key => $field_config ) { + if ( $field_config['type'] === 'text' ) { + $post_data[$field_key] = $name; + break; + } + } + + if ( empty( $post_data ) ) { + $post_data['title'] = $name; // Final fallback + } + } + + // Create the post + return DT_Posts::create_post( $post_type, $post_data, true, false ); + } + /** * Process user_select field value */ diff --git a/functions.php b/functions.php index 68a714bcb..afa0cb177 100755 --- a/functions.php +++ b/functions.php @@ -327,7 +327,7 @@ public function __construct() { * dt-import */ require_once( 'dt-import/dt-import.php' ); - DT_Theme_Import::instance(); + DT_Theme_CSV_Import::instance(); /** * core From e9cc05102b1f270b9a875958ba94ed86381fe746 Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 17:30:16 +0100 Subject: [PATCH 05/50] Add frontend support for connection field warnings in import preview --- dt-import/assets/css/dt-import.css | 81 +++++++++++++++++++++++++++--- dt-import/assets/js/dt-import.js | 54 +++++++++++++++++++- 2 files changed, 127 insertions(+), 8 deletions(-) diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 89ee6b7c0..3c59f41e7 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -408,15 +408,18 @@ color: #dc3232; } +.stat-card.warning h3 { + color: #f56e28; +} + .stat-card.success h3 { color: #46b450; } .stat-card p { margin: 0; - font-size: 14px; - color: #646970; - font-weight: 500; + font-size: 12px; + color: #666; } .preview-table-container { @@ -459,12 +462,48 @@ } .preview-table .error-row { - background: #fff5f5; + background-color: #ffebee !important; +} + +.preview-table .warning-row { + background-color: #fff8e1 !important; } .preview-table .error-cell { - background: #ffeaea; - color: #dc3232; + background-color: #ffcdd2; + border-color: #e57373; +} + +.preview-table .warnings-row { + background-color: #fff8e1; +} + +.preview-table .warnings-row td { + padding: 8px 12px; + border-top: none; +} + +.row-warnings { + font-size: 13px; + color: #85651a; +} + +.row-warnings strong { + color: #f56e28; + font-weight: 600; +} + +.row-warnings strong i { + margin-right: 5px; +} + +.row-warnings ul { + margin: 5px 0 0 20px; + padding: 0; +} + +.row-warnings li { + margin: 2px 0; } /* Navigation */ @@ -1140,4 +1179,34 @@ .inline-mapping-count { font-size: 10px; } +} + +/* Warnings Summary */ +.warnings-summary { + margin: 15px 0; +} + +.warnings-summary .notice { + padding: 12px; + margin: 0; + border-left: 4px solid #f56e28; + background: #fff8e1; + border-radius: 4px; +} + +.warnings-summary .notice h4 { + margin: 0 0 5px 0; + font-size: 14px; + font-weight: 600; + color: #f56e28; +} + +.warnings-summary .notice h4 i { + margin-right: 5px; +} + +.warnings-summary .notice p { + margin: 0; + font-size: 13px; + color: #85651a; } \ No newline at end of file diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 9ec772c90..116da2643 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -886,6 +886,11 @@ } displayPreview(previewData) { + // Count total warnings across all rows + const totalWarnings = previewData.rows.reduce((count, row) => { + return count + (row.warnings ? row.warnings.length : 0); + }, 0); + const step4Html = `

    ${dtImport.translations.previewImport}

    @@ -900,12 +905,35 @@

    ${previewData.processable_count}

    Will Import

    + ${ + totalWarnings > 0 + ? ` +
    +

    ${totalWarnings}

    +

    Warnings

    +
    + ` + : '' + }

    ${previewData.error_count}

    Errors

    + ${ + totalWarnings > 0 + ? ` +
    +
    +

    Import Warnings

    +

    Some records will create new connection records. Review the preview below for details.

    +
    +
    + ` + : '' + } +
    ${this.createPreviewTable(previewData.rows)}
    @@ -934,7 +962,13 @@ const rowsHtml = rows .map((row) => { - const rowClass = row.has_errors ? 'error-row' : ''; + const hasWarnings = row.warnings && row.warnings.length > 0; + const rowClass = row.has_errors + ? 'error-row' + : hasWarnings + ? 'warning-row' + : ''; + const cellsHtml = headers .map((header) => { const cellData = row.data[header]; @@ -944,7 +978,23 @@ }) .join(''); - return `${cellsHtml}`; + // Create warnings display + const warningsHtml = hasWarnings + ? ` + + +
    + Warnings: +
      + ${row.warnings.map((warning) => `
    • ${this.escapeHtml(warning)}
      • `).join('')} +
    +
    + + + ` + : ''; + + return `${cellsHtml}${warningsHtml}`; }) .join(''); From 9c6bdfbe89ec69372dadca27581d7655676cfd37 Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 17:34:48 +0100 Subject: [PATCH 06/50] Add warning translations for connection field record creation --- dt-import/admin/dt-import-admin-tab.php | 8 +++++++- 1 file changed, 7 insertions(+), 1 deletion(-) diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index a57707fa8..6a7e6dd5a 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -184,7 +184,13 @@ private function get_translations() { 'fieldCreatedSuccess' => __( 'Field created successfully!', 'disciple_tools' ), 'fieldCreationError' => __( 'Error creating field', 'disciple_tools' ), 'ajaxError' => __( 'An error occurred. Please try again.', 'disciple_tools' ), - 'fillRequiredFields' => __( 'Please fill in all required fields.', 'disciple_tools' ) + 'fillRequiredFields' => __( 'Please fill in all required fields.', 'disciple_tools' ), + + // Warning translations + 'warnings' => __( 'Warnings', 'disciple_tools' ), + 'importWarnings' => __( 'Import Warnings', 'disciple_tools' ), + 'newRecordsWillBeCreated' => __( 'Some records will create new connection records. Review the preview below for details.', 'disciple_tools' ), + 'newRecordIndicator' => __( '(NEW)', 'disciple_tools' ) ]; } From eced48e44ee4323a78cd9a7f7bb5ac49eefb052b Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 17:59:27 +0100 Subject: [PATCH 07/50] Implement connection field logic --- dt-import/admin/dt-import-processor.php | 19 ++++ dt-import/assets/js/dt-import.js | 113 ++++++++++++++++++++---- 2 files changed, 113 insertions(+), 19 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index a8b58aeea..fc24a7c39 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -495,6 +495,25 @@ public static function format_value_for_api( $processed_value, $field_key, $post } break; + case 'location': + // Format location data for DT_Posts API + if ( is_numeric( $processed_value ) ) { + // Grid ID + return [ + 'values' => [ + [ 'value' => $processed_value ] + ] + ]; + } elseif ( is_array( $processed_value ) ) { + // Lat/lng or address data + return [ + 'values' => [ + $processed_value + ] + ]; + } + break; + case 'user_select': // Convert single user ID to proper format if ( is_numeric( $processed_value ) ) { diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 116da2643..03eb21e4e 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -426,30 +426,64 @@ $('.dt-import-step-content').html(step3Html); - // Initialize field mappings from suggested mappings - Object.entries(mappingSuggestions).forEach(([index, mapping]) => { - if (mapping.suggested_field) { - this.fieldMappings[index] = { - field_key: mapping.suggested_field, - column_index: parseInt(index), - }; - } - }); - - // Show field-specific options for auto-suggested fields after DOM is ready - setTimeout(() => { + // Initialize field mappings from suggested mappings ONLY if no existing mappings + if (Object.keys(this.fieldMappings).length === 0) { + // Initialize from suggestions for first-time display Object.entries(mappingSuggestions).forEach(([index, mapping]) => { if (mapping.suggested_field) { + this.fieldMappings[index] = { + field_key: mapping.suggested_field, + column_index: parseInt(index), + }; + } + }); + } + + // Restore existing field mappings to the dropdowns and read actual dropdown values + setTimeout(() => { + // First, restore any existing user mappings to the dropdowns + Object.entries(this.fieldMappings).forEach(([columnIndex, mapping]) => { + const $select = $( + `.field-mapping-select[data-column-index="${columnIndex}"]`, + ); + if ($select.length && mapping.field_key) { + $select.val(mapping.field_key); this.showFieldSpecificOptions( - parseInt(index), - mapping.suggested_field, + parseInt(columnIndex), + mapping.field_key, ); } }); + + // Read the actual dropdown values to ensure mappings match what's displayed + // This handles cases where suggestions were auto-selected but user wants different behavior + const actualMappings = {}; + $('.field-mapping-select').each((index, select) => { + const $select = $(select); + const columnIndex = $select.data('column-index'); + const fieldKey = $select.val(); + + // Only create mapping if a field is actually selected (not empty) + if (fieldKey && fieldKey !== '' && fieldKey !== 'create_new') { + actualMappings[columnIndex] = { + field_key: fieldKey, + column_index: parseInt(columnIndex), + }; + } + }); + + // Update field mappings to match actual dropdown state + this.fieldMappings = actualMappings; + console.log( + 'DT Import: Field mappings synchronized with dropdown state:', + this.fieldMappings, + ); + + // Update the summary after mappings are initialized + this.updateMappingSummary(); }, 100); this.updateNavigation(); - this.updateMappingSummary(); } createColumnMappingCard(columnIndex, mapping) { @@ -465,12 +499,18 @@ .map((sample) => `
  • ${this.escapeHtml(sample)}
    • `) .join(''); + // Check if there's an existing user mapping for this column + const existingMapping = this.fieldMappings[columnIndex]; + const selectedField = existingMapping + ? existingMapping.field_key + : mapping.suggested_field; // Restore auto-mapping + return `

    ${this.escapeHtml(mapping.column_name)}

    ${ - mapping.confidence > 0 + mapping.confidence > 0 && !existingMapping ? `
    ${mapping.confidence}% confidence @@ -489,7 +529,7 @@ @@ -537,16 +577,29 @@ return; } - // Store mapping - if (fieldKey) { + console.log( + `DT Import: Column ${columnIndex} field mapping changed to: "${fieldKey}"`, + ); + + // Store mapping - properly handle empty values for "do not import" + if (fieldKey && fieldKey !== '') { this.fieldMappings[columnIndex] = { field_key: fieldKey, column_index: columnIndex, }; + console.log( + `DT Import: Added mapping for column ${columnIndex} -> ${fieldKey}`, + ); } else { + // When "do not import" is selected (empty value), remove the mapping entirely delete this.fieldMappings[columnIndex]; + console.log( + `DT Import: Removed mapping for column ${columnIndex} (do not import)`, + ); } + console.log('DT Import: Current field mappings:', this.fieldMappings); + // Show field-specific options if needed this.showFieldSpecificOptions(columnIndex, fieldKey); this.updateMappingSummary(); @@ -821,6 +874,10 @@ return; } + console.log( + 'DT Import: Saving field mappings to server:', + this.fieldMappings, + ); this.showProcessing('Saving field mappings...'); fetch(`${dtImport.restUrl}${this.sessionId}/mapping`, { @@ -838,6 +895,7 @@ this.hideProcessing(); if (data.success) { + console.log('DT Import: Field mappings saved successfully'); this.showStep4(); } else { this.showError(data.message || 'Failed to save mappings'); @@ -955,7 +1013,14 @@ return '

    No data to preview.

    '; } + // Get only the headers for fields that are actually being imported + // The preview data from the server only contains fields that have mappings const headers = Object.keys(rows[0].data); + + if (headers.length === 0) { + return '

    No fields selected for import. Please go back and configure field mappings.

    '; + } + const headerHtml = headers .map((header) => `${this.escapeHtml(header)}`) .join(''); @@ -1010,6 +1075,16 @@ `; } + getColumnIndexForField(fieldKey) { + // Find the column index that maps to this field + for (const [columnIndex, mapping] of Object.entries(this.fieldMappings)) { + if (mapping.field_key === fieldKey) { + return parseInt(columnIndex); + } + } + return null; + } + executeImport() { if (this.isProcessing) return; From 3f21f6615ad5a43f529d736bea7b474074c3b26c Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 4 Jun 2025 23:03:20 +0100 Subject: [PATCH 08/50] Enable location geocoding --- dt-import/LOCATION_IMPORT_GUIDE.md | 137 ++++++ dt-import/admin/dt-import-admin-tab.php | 33 +- dt-import/admin/dt-import-processor.php | 48 +- dt-import/assets/js/dt-import.js | 98 ++++ dt-import/dt-import.php | 1 + .../includes/dt-import-field-handlers.php | 56 ++- dt-import/includes/dt-import-geocoding.php | 446 ++++++++++++++++++ 7 files changed, 792 insertions(+), 27 deletions(-) create mode 100644 dt-import/LOCATION_IMPORT_GUIDE.md create mode 100644 dt-import/includes/dt-import-geocoding.php diff --git a/dt-import/LOCATION_IMPORT_GUIDE.md b/dt-import/LOCATION_IMPORT_GUIDE.md new file mode 100644 index 000000000..1aa953e1d --- /dev/null +++ b/dt-import/LOCATION_IMPORT_GUIDE.md @@ -0,0 +1,137 @@ +# Location Field Import Guide + +This guide explains how to import location data using the DT CSV Import feature. + +## Location Field Types + +### 1. `location_grid` +- **Purpose**: Direct reference to location grid entries +- **Required Format**: Numeric grid ID only +- **Example**: `12345` +- **Validation**: Must be a valid grid ID that exists in the location grid table + +### 2. `location_grid_meta` +- **Purpose**: Flexible location data with optional geocoding +- **Supported Formats**: + - **Numeric grid ID**: `12345` + - **Coordinates**: `40.7128, -74.0060` (latitude, longitude) + - **Address**: `123 Main St, New York, NY 10001` +- **Geocoding**: Can use Google Maps or Mapbox to convert addresses to coordinates + +### 3. `location` (Legacy) +- **Purpose**: Generic location field +- **Behavior**: + - Numeric values treated as grid IDs + - Other values treated as location_grid_meta + +## Geocoding Services + +### Available Services +1. **Google Maps** - Requires Google Maps API key +2. **Mapbox** - Requires Mapbox API key +3. **None** - No geocoding (addresses saved as-is) + +### Geocoding Process +When a geocoding service is selected: + +1. **Addresses** → Converted to coordinates → Assigned to location grid +2. **Coordinates** → Assigned to location grid → Address lookup (reverse geocoding) +3. **Grid IDs** → Validated and used directly + +### Rate Limiting +- Automatic delays added for large imports to respect API limits +- Batch processing available for performance + +## CSV Format Examples + +### location_grid Field +```csv +name,location_grid +John Doe,12345 +Jane Smith,67890 +``` + +### location_grid_meta Field +```csv +name,location_grid_meta +John Doe,12345 +Jane Smith,"40.7128, -74.0060" +Bob Johnson,"123 Main St, New York, NY" +``` + +### Mixed Location Data +```csv +name,location_grid_meta,notes +Person 1,12345,Direct grid ID +Person 2,"40.7128, -74.0060",Coordinates +Person 3,"New York City",Address (requires geocoding) +``` + +## Configuration + +### Setting Up Geocoding +1. Configure API keys in DT settings: + - Google Maps: Settings → Mapping → Google Maps API + - Mapbox: Settings → Mapping → Mapbox API + +2. Select geocoding service during import process + +### Import Process +1. Upload CSV file +2. Map columns to fields +3. For location_grid_meta fields, select geocoding service +4. Preview import to verify location processing +5. Execute import + +## Error Handling + +### Common Issues +- **Invalid grid ID**: Non-existent grid IDs will cause import errors +- **Invalid coordinates**: Out-of-range lat/lng values will be rejected +- **Geocoding failures**: Addresses that can't be geocoded will be saved as-is with error notes +- **API limits**: Rate limiting may slow down large imports + +### Error Resolution +- Check API key configuration +- Verify data formats +- Review geocoding service status +- Use smaller batch sizes for large imports + +## Best Practices + +1. **Validate Data**: Check grid IDs and coordinate formats before import +2. **Use Consistent Formats**: Stick to one format per field when possible +3. **Test Small Batches**: Test with a few records before large imports +4. **Monitor API Usage**: Be aware of geocoding API limits and costs +5. **Backup Data**: Always backup before large imports + +## Technical Details + +### Field Handlers +- `handle_location_grid_field()`: Validates numeric grid IDs +- `handle_location_grid_meta_field()`: Processes flexible location data +- `DT_CSV_Import_Geocoding`: Handles all geocoding operations + +### Data Flow +1. Raw CSV value input +2. Field type detection +3. Format validation +4. Geocoding (if enabled) +5. Location grid assignment +6. Data formatting for DT_Posts API +7. Record creation + +### Performance Considerations +- Geocoding adds processing time +- Large imports may take longer with geocoding enabled +- Background processing available for large datasets +- Progress tracking during import + +## Support + +For issues with location imports: +1. Check error logs for detailed error messages +2. Verify API key configuration +3. Test with sample data +4. Review CSV format requirements +5. Contact system administrator if needed \ No newline at end of file diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 6a7e6dd5a..3920859ef 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -102,6 +102,7 @@ private function enqueue_admin_scripts() { 'postTypes' => $this->get_available_post_types(), 'translations' => $this->get_translations(), 'fieldTypes' => $this->get_field_types(), + 'geocodingServices' => $this->get_geocoding_services(), 'maxFileSize' => $this->get_max_file_size(), 'allowedFileTypes' => [ 'text/csv', 'application/csv', 'text/plain' ] ]); @@ -190,7 +191,16 @@ private function get_translations() { 'warnings' => __( 'Warnings', 'disciple_tools' ), 'importWarnings' => __( 'Import Warnings', 'disciple_tools' ), 'newRecordsWillBeCreated' => __( 'Some records will create new connection records. Review the preview below for details.', 'disciple_tools' ), - 'newRecordIndicator' => __( '(NEW)', 'disciple_tools' ) + 'newRecordIndicator' => __( '(NEW)', 'disciple_tools' ), + + // Geocoding translations + 'geocodingService' => __( 'Geocoding Service', 'disciple_tools' ), + 'selectGeocodingService' => __( 'Select a geocoding service to convert addresses to coordinates', 'disciple_tools' ), + 'geocodingNote' => __( 'Note: Geocoding will be applied to location_meta fields that contain addresses or coordinates', 'disciple_tools' ), + 'geocodingOptional' => __( 'Geocoding is optional - you can import without it', 'disciple_tools' ), + 'locationInfo' => __( 'location fields accept grid IDs, coordinates (lat,lng), or addresses', 'disciple_tools' ), + 'locationMetaInfo' => __( 'location_meta fields accept grid IDs, coordinates (lat,lng), or addresses', 'disciple_tools' ), + 'noGeocodingService' => __( 'No geocoding service is available. Please configure Google Maps or Mapbox API keys.', 'disciple_tools' ) ]; } @@ -207,8 +217,27 @@ private function get_field_types() { 'communication_channel' => __( 'Communication Channel', 'disciple_tools' ), 'connection' => __( 'Connection', 'disciple_tools' ), 'user_select' => __( 'User Select', 'disciple_tools' ), - 'location' => __( 'Location', 'disciple_tools' ) + 'location' => __( 'Location', 'disciple_tools' ), + 'location_meta' => __( 'Location Meta', 'disciple_tools' ) + ]; + } + + private function get_geocoding_services() { + $available_services = DT_CSV_Import_Geocoding::get_available_geocoding_services(); + + $services = [ + 'none' => __( 'No Geocoding', 'disciple_tools' ) ]; + + if ( in_array( 'google', $available_services ) ) { + $services['google'] = __( 'Google Maps', 'disciple_tools' ); + } + + if ( in_array( 'mapbox', $available_services ) ) { + $services['mapbox'] = __( 'Mapbox', 'disciple_tools' ); + } + + return $services; } private function get_max_file_size() { diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index fc24a7c39..e8e21f909 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -179,6 +179,13 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p case 'location': return self::process_location_value( $raw_value ); + case 'location_grid': + return self::process_location_grid_value( $raw_value ); + + case 'location_meta': + $geocode_service = $mapping['geocode_service'] ?? 'none'; + return self::process_location_grid_meta_value( $raw_value, $geocode_service ); + default: return sanitize_text_field( trim( $raw_value ) ); } @@ -449,6 +456,21 @@ private static function process_location_value( $raw_value ) { ]; } + /** + * Process location_grid field value + */ + private static function process_location_grid_value( $raw_value ) { + return DT_CSV_Import_Field_Handlers::handle_location_grid_field( $raw_value, [] ); + } + + /** + * Process location_grid_meta field value + */ + private static function process_location_grid_meta_value( $raw_value, $geocode_service ) { + $result = DT_CSV_Import_Field_Handlers::handle_location_grid_meta_field( $raw_value, [], $geocode_service ); + return $result; + } + /** * Format processed value for DT_Posts API according to field type */ @@ -514,6 +536,28 @@ public static function format_value_for_api( $processed_value, $field_key, $post } break; + case 'location_grid': + // Format location grid ID for DT_Posts API + if ( is_numeric( $processed_value ) ) { + return [ + 'values' => [ + [ 'value' => $processed_value ] + ] + ]; + } + break; + + case 'location_meta': + // Format location meta for DT_Posts API (same as location_grid_meta) + if ( is_array( $processed_value ) && !empty( $processed_value ) ) { + return [ + 'values' => [ + $processed_value + ] + ]; + } + break; + case 'user_select': // Convert single user ID to proper format if ( is_numeric( $processed_value ) ) { @@ -605,9 +649,11 @@ public static function execute_import( $session_id ) { if ( is_wp_error( $result ) ) { $error_count++; + $error_message = $result->get_error_message(); + $errors[] = [ 'row' => $row_index + 2, - 'message' => $result->get_error_message() + 'message' => $error_message ]; } else { $imported_count++; diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 03eb21e4e..cc5e2923d 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -48,6 +48,11 @@ this.handleFieldMapping(e), ); + // Geocoding service selection + $(document).on('change', '.geocoding-service-select', (e) => + this.handleGeocodingServiceChange(e), + ); + // Inline value mapping events $(document).on('change', '.inline-value-mapping-select', (e) => this.handleInlineValueMappingChange(e), @@ -626,6 +631,8 @@ if (['key_select', 'multi_select'].includes(fieldConfig.type)) { this.showInlineValueMapping(columnIndex, fieldKey, fieldConfig); + } else if (fieldConfig.type === 'location_meta') { + this.showGeocodingServiceSelector(columnIndex, fieldKey); } else { $options.hide().empty(); } @@ -1438,6 +1445,10 @@ Array.isArray(value.values) ) { const values = value.values.map((item) => { + // Handle location_meta objects within values array + if (typeof item === 'object' && item.label !== undefined) { + return item.label; + } if (typeof item === 'object' && item.value !== undefined) { return item.value; } @@ -1450,6 +1461,10 @@ if (Array.isArray(value)) { return value .map((item) => { + // Handle location_meta objects in arrays + if (typeof item === 'object' && item.label !== undefined) { + return item.label; + } if (typeof item === 'object' && item.value !== undefined) { return item.value; } @@ -1458,6 +1473,11 @@ .join('; '); } + // Handle location_meta objects directly + if (typeof value === 'object' && value.label !== undefined) { + return value.label; + } + if (typeof value === 'object') { return JSON.stringify(value); } @@ -1527,6 +1547,84 @@ } }); } + + showGeocodingServiceSelector(columnIndex, fieldKey) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + // Get available geocoding services + const geocodingServices = dtImport.geocodingServices || {}; + + // Create options HTML + const serviceOptionsHtml = Object.entries(geocodingServices) + .map( + ([key, label]) => + ``, + ) + .join(''); + + const geocodingSelectorHtml = ` +
    +
    ${dtImport.translations.geocodingService}
    +
    + +

    + ${dtImport.translations.selectGeocodingService} +

    +
    +

    ${dtImport.translations.geocodingNote}

    +

    ${dtImport.translations.geocodingOptional}

    +
    +
    +
    + `; + + $options.html(geocodingSelectorHtml).show(); + + // Set default value to 'none' if not already set + const currentMapping = this.fieldMappings[columnIndex]; + if (!currentMapping || !currentMapping.geocode_service) { + $options.find('.geocoding-service-select').val('none'); + this.updateFieldMappingGeocodingService(columnIndex, 'none'); + } else { + $options + .find('.geocoding-service-select') + .val(currentMapping.geocode_service); + } + } + + updateFieldMappingGeocodingService(columnIndex, serviceKey) { + // Update the field mappings with the selected geocoding service + if (!this.fieldMappings[columnIndex]) { + // This shouldn't happen since field mapping should be set first + console.warn(`No field mapping found for column ${columnIndex}`); + return; + } else { + this.fieldMappings[columnIndex].geocode_service = serviceKey; + } + + console.log( + `DT Import: Added geocoding service mapping for column ${columnIndex} -> ${serviceKey}`, + ); + + this.updateMappingSummary(); + } + + handleGeocodingServiceChange(e) { + const $select = $(e.target); + const columnIndex = $select.data('column-index'); + const serviceKey = $select.val(); + + console.log( + `DT Import: Column ${columnIndex} geocoding service changed to: "${serviceKey}"`, + ); + + this.updateFieldMappingGeocodingService(columnIndex, serviceKey); + } } // Initialize when DOM is ready diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php index d87904cd1..af8d82f31 100644 --- a/dt-import/dt-import.php +++ b/dt-import/dt-import.php @@ -51,6 +51,7 @@ public function init() { private function load_dependencies() { require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-utilities.php'; require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-validators.php'; + require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-geocoding.php'; require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-field-handlers.php'; require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-mapping.php'; require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-processor.php'; diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php index 3ba0821a6..cf3962daf 100644 --- a/dt-import/includes/dt-import-field-handlers.php +++ b/dt-import/includes/dt-import-field-handlers.php @@ -209,37 +209,45 @@ public static function handle_user_select_field( $value, $field_config ) { } /** - * Handle location field processing + * Handle location_grid field processing (requires numeric grid ID) + */ + public static function handle_location_grid_field( $value, $field_config ) { + $value = trim( $value ); + + // location_grid must be a numeric grid ID + if ( !is_numeric( $value ) ) { + throw new Exception( "location_grid field requires a numeric grid ID, got: {$value}" ); + } + + $grid_id = intval( $value ); + + // Validate that the grid ID exists + if ( !DT_CSV_Import_Geocoding::validate_grid_id( $grid_id ) ) { + throw new Exception( "Invalid location grid ID: {$grid_id}" ); + } + + return $grid_id; + } + + /** + * Handle location_grid_meta field processing (supports numeric ID, coordinates, or address) + */ + public static function handle_location_grid_meta_field( $value, $field_config, $geocode_service = 'none' ) { + return DT_CSV_Import_Geocoding::process_for_import( $value, $geocode_service ); + } + + /** + * Handle location field processing (legacy) */ public static function handle_location_field( $value, $field_config ) { $value = trim( $value ); // Check if it's a grid ID if ( is_numeric( $value ) ) { - // Validate grid ID exists - global $wpdb; - $grid_exists = $wpdb->get_var($wpdb->prepare( - "SELECT grid_id FROM {$wpdb->prefix}dt_location_grid WHERE grid_id = %d", - intval( $value ) - )); - - if ( $grid_exists ) { - return intval( $value ); - } - } - - // Check if it's lat,lng coordinates - if ( preg_match( '/^-?\d+\.?\d*,-?\d+\.?\d*$/', $value ) ) { - list($lat, $lng) = explode( ',', $value ); - return [ - 'lat' => floatval( $lat ), - 'lng' => floatval( $lng ) - ]; + return self::handle_location_grid_field( $value, $field_config ); } - // Treat as address - return as-is for geocoding later - return [ - 'address' => $value - ]; + // For non-numeric values, treat as location_grid_meta + return self::handle_location_grid_meta_field( $value, $field_config ); } } diff --git a/dt-import/includes/dt-import-geocoding.php b/dt-import/includes/dt-import-geocoding.php new file mode 100644 index 000000000..7302c81a2 --- /dev/null +++ b/dt-import/includes/dt-import-geocoding.php @@ -0,0 +1,446 @@ + 90 || $lng < -180 || $lng > 180 ) { + throw new Exception( 'Coordinates out of valid range' ); + } + + switch ( strtolower( $geocode_service ) ) { + case 'google': + return self::reverse_geocode_with_google( $lat, $lng ); + + case 'mapbox': + return self::reverse_geocode_with_mapbox( $lat, $lng ); + + default: + throw new Exception( "Unsupported geocoding service: {$geocode_service}" ); + } + } + + /** + * Get location grid ID from coordinates + */ + public static function get_grid_id_from_coordinates( $lat, $lng, $country_code = null ) { + if ( !class_exists( 'Location_Grid_Geocoder' ) ) { + throw new Exception( 'Location_Grid_Geocoder class not available' ); + } + + $geocoder = new Location_Grid_Geocoder(); + $result = $geocoder->get_grid_id_by_lnglat( $lng, $lat, $country_code ); + + if ( empty( $result ) ) { + throw new Exception( 'Could not find location grid for coordinates' ); + } + + return $result; + } + + /** + * Validate location grid ID exists + */ + public static function validate_grid_id( $grid_id ) { + global $wpdb; + + $exists = $wpdb->get_var( $wpdb->prepare( + "SELECT grid_id FROM {$wpdb->prefix}dt_location_grid WHERE grid_id = %d", + intval( $grid_id ) + ) ); + + return !empty( $exists ); + } + + /** + * Geocode with Google API + */ + private static function geocode_with_google( $address, $country_code = null ) { + if ( !class_exists( 'Disciple_Tools_Google_Geocode_API' ) ) { + throw new Exception( 'Google Geocoding API not available' ); + } + + if ( !Disciple_Tools_Google_Geocode_API::get_key() ) { + throw new Exception( 'Google API key not configured' ); + } + + if ( $country_code ) { + $result = Disciple_Tools_Google_Geocode_API::query_google_api_with_components( + $address, + [ 'country' => $country_code ] + ); + } else { + $result = Disciple_Tools_Google_Geocode_API::query_google_api( $address ); + } + + if ( !$result || !isset( $result['results'][0] ) ) { + throw new Exception( 'Google geocoding failed for address: ' . $address ); + } + + $location = $result['results'][0]['geometry']['location']; + $formatted_address = $result['results'][0]['formatted_address']; + + return [ + 'lat' => $location['lat'], + 'lng' => $location['lng'], + 'formatted_address' => $formatted_address, + 'service' => 'google', + 'raw' => $result + ]; + } + + /** + * Geocode with Mapbox API + */ + private static function geocode_with_mapbox( $address, $country_code = null ) { + if ( !class_exists( 'DT_Mapbox_API' ) ) { + throw new Exception( 'Mapbox API not available' ); + } + + if ( !DT_Mapbox_API::get_key() ) { + throw new Exception( 'Mapbox API key not configured' ); + } + + $result = DT_Mapbox_API::forward_lookup( $address, $country_code ); + + if ( !$result || empty( $result['features'] ) ) { + throw new Exception( 'Mapbox geocoding failed for address: ' . $address ); + } + + $feature = $result['features'][0]; + $center = $feature['center']; + + return [ + 'lat' => $center[1], + 'lng' => $center[0], + 'formatted_address' => $feature['place_name'], + 'relevance' => $feature['relevance'] ?? 1.0, + 'service' => 'mapbox', + 'raw' => $result + ]; + } + + /** + * Reverse geocode with Google API + */ + private static function reverse_geocode_with_google( $lat, $lng ) { + if ( !class_exists( 'Disciple_Tools_Google_Geocode_API' ) ) { + throw new Exception( 'Google Geocoding API not available' ); + } + + if ( !Disciple_Tools_Google_Geocode_API::get_key() ) { + throw new Exception( 'Google API key not configured' ); + } + + $result = Disciple_Tools_Google_Geocode_API::query_google_api_reverse( "{$lat},{$lng}" ); + + if ( !$result || !isset( $result['results'][0] ) ) { + throw new Exception( 'Google reverse geocoding failed' ); + } + + return [ + 'address' => $result['results'][0]['formatted_address'], + 'service' => 'google', + 'raw' => $result + ]; + } + + /** + * Reverse geocode with Mapbox API + */ + private static function reverse_geocode_with_mapbox( $lat, $lng ) { + if ( !class_exists( 'DT_Mapbox_API' ) ) { + throw new Exception( 'Mapbox API not available' ); + } + + if ( !DT_Mapbox_API::get_key() ) { + throw new Exception( 'Mapbox API key not configured' ); + } + + $result = DT_Mapbox_API::reverse_lookup( $lng, $lat ); + + if ( !$result || empty( $result['features'] ) ) { + throw new Exception( 'Mapbox reverse geocoding failed' ); + } + + return [ + 'address' => $result['features'][0]['place_name'], + 'service' => 'mapbox', + 'raw' => $result + ]; + } + + /** + * Process location data for import + * Combines geocoding with location grid assignment + */ + public static function process_for_import( $value, $geocode_service = 'none', $country_code = null ) { + $value = trim( $value ); + + if ( empty( $value ) ) { + return null; + } + + try { + // If it's a numeric grid ID, validate and return + if ( is_numeric( $value ) ) { + $grid_id = intval( $value ); + if ( self::validate_grid_id( $grid_id ) ) { + return [ + 'grid_id' => $grid_id, + 'source' => 'csv_import' + ]; + } else { + throw new Exception( "Invalid location grid ID: {$grid_id}" ); + } + } + + // Check if it's coordinates (lat,lng) + if ( preg_match( '/^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/', $value ) ) { + $coords = array_map( 'trim', explode( ',', $value ) ); + $lat = floatval( $coords[0] ); + $lng = floatval( $coords[1] ); + + // Validate coordinates + if ( $lat < -90 || $lat > 90 || $lng < -180 || $lng > 180 ) { + throw new Exception( "Invalid coordinates: {$value}" ); + } + + // Try to get grid ID from coordinates + try { + $grid_result = self::get_grid_id_from_coordinates( $lat, $lng, $country_code ); + + $location_meta = [ + 'lng' => $lng, + 'lat' => $lat, + 'source' => 'csv_import' + ]; + + if ( isset( $grid_result['grid_id'] ) ) { + $location_meta['grid_id'] = $grid_result['grid_id']; + } + + if ( isset( $grid_result['level'] ) ) { + $location_meta['level'] = $grid_result['level']; + } + + // Try to get address if geocoding service is available + if ( $geocode_service !== 'none' ) { + try { + $reverse_result = self::reverse_geocode( $lat, $lng, $geocode_service ); + $location_meta['label'] = $reverse_result['address']; + } catch ( Exception $e ) { + $location_meta['label'] = "{$lat}, {$lng}"; + } + } else { + $location_meta['label'] = "{$lat}, {$lng}"; + } + + return $location_meta; + + } catch ( Exception $e ) { + // If grid lookup fails, return coordinates anyway + $location_meta = [ + 'lng' => $lng, + 'lat' => $lat, + 'label' => "{$lat}, {$lng}", + 'source' => 'csv_import', + 'geocoding_note' => 'Could not assign to location grid: ' . $e->getMessage() + ]; + + return $location_meta; + } + } + + // Treat as address + if ( $geocode_service === 'none' ) { + return [ + 'label' => $value, + 'source' => 'csv_import', + 'geocoding_note' => 'Address not geocoded - no geocoding service selected' + ]; + } + + // Geocode the address + $geocode_result = self::geocode_address( $value, $geocode_service, $country_code ); + + $location_meta = [ + 'lng' => $geocode_result['lng'], + 'lat' => $geocode_result['lat'], + 'label' => $geocode_result['formatted_address'], + 'source' => 'csv_import' + ]; + + // Try to get grid ID from the geocoded coordinates + try { + $grid_result = self::get_grid_id_from_coordinates( + $geocode_result['lat'], + $geocode_result['lng'], + $country_code + ); + + if ( isset( $grid_result['grid_id'] ) ) { + $location_meta['grid_id'] = $grid_result['grid_id']; + } + + if ( isset( $grid_result['level'] ) ) { + $location_meta['level'] = $grid_result['level']; + } + } catch ( Exception $e ) { + $location_meta['geocoding_note'] = 'Could not assign to location grid: ' . $e->getMessage(); + } + + return $location_meta; + + } catch ( Exception $e ) { + error_log( 'DT CSV Import Geocoding Error: ' . $e->getMessage() ); + + return [ + 'label' => $value, + 'source' => 'csv_import', + 'geocoding_error' => $e->getMessage() + ]; + } + } + + /** + * Batch process multiple location values + */ + public static function batch_process( $values, $geocode_service = 'none', $country_code = null ) { + $results = []; + $errors = []; + + foreach ( $values as $index => $value ) { + try { + $result = self::process_for_import( $value, $geocode_service, $country_code ); + $results[$index] = $result; + + // Add a small delay to avoid rate limiting + if ( $geocode_service !== 'none' && count( $values ) > 10 ) { + usleep( 100000 ); // 0.1 second delay + } + } catch ( Exception $e ) { + $errors[$index] = [ + 'value' => $value, + 'error' => $e->getMessage() + ]; + } + } + + return [ + 'results' => $results, + 'errors' => $errors + ]; + } +} From 1f31e1f790089ef6d19a31e74187e20570ea35f8 Mon Sep 17 00:00:00 2001 From: corsac Date: Thu, 5 Jun 2025 09:09:11 +0100 Subject: [PATCH 09/50] Implement duplicate checking feature in CSV import process --- dt-import/FIELD_DETECTION.md | 188 +++++++++ dt-import/admin/dt-import-admin-tab.php | 209 +++++++++- dt-import/admin/dt-import-mapping.php | 509 +++++++++++++++++++----- dt-import/admin/dt-import-processor.php | 35 +- dt-import/assets/css/dt-import.css | 98 ++++- dt-import/assets/js/dt-import.js | 146 ++++--- dt-import/dt-import.php | 3 - dt-import/missing-features.md | 48 +++ dt-import/test-field-detection.php | 166 ++++++++ 9 files changed, 1231 insertions(+), 171 deletions(-) create mode 100644 dt-import/FIELD_DETECTION.md create mode 100644 dt-import/missing-features.md create mode 100644 dt-import/test-field-detection.php diff --git a/dt-import/FIELD_DETECTION.md b/dt-import/FIELD_DETECTION.md new file mode 100644 index 000000000..524299619 --- /dev/null +++ b/dt-import/FIELD_DETECTION.md @@ -0,0 +1,188 @@ +# Enhanced Automatic Field Detection + +## Overview + +The DT Import tool now includes comprehensive automatic field detection that intelligently maps CSV column headers to Disciple.Tools fields. This feature dramatically reduces the manual effort required during the import process by automatically suggesting appropriate field mappings. + +## How It Works + +The automatic field detection uses a multi-layered approach to analyze CSV headers and suggest the most appropriate DT field mappings: + +### 1. Predefined Field Headings (Highest Priority) +The system maintains comprehensive lists of common header variations for each field type: + +**Phone Fields:** +- `phone`, `mobile`, `telephone`, `cell`, `phone_number`, `tel`, `cellular`, `mobile_phone`, `home_phone`, `work_phone`, `primary_phone`, `phone1`, `phone2`, `main_phone` + +**Email Fields:** +- `email`, `e-mail`, `email_address`, `mail`, `e_mail`, `primary_email`, `work_email`, `home_email`, `email1`, `email2` + +**Address Fields:** +- `address`, `street_address`, `home_address`, `work_address`, `mailing_address`, `physical_address` + +**Name Fields:** +- `title`, `name`, `contact_name`, `full_name`, `fullname`, `person_name`, `first_name`, `last_name`, `display_name`, `firstname`, `lastname`, `given_name`, `family_name`, `client_name` + +**And many more...** + +### 2. Direct Field Matching +Exact matches with DT field keys and field names. + +### 3. Communication Channel Detection +Automatic handling of communication channel fields with proper post-type prefixes (e.g., `contact_phone`, `contact_email`). + +### 4. Partial Matching +Substring matching for headers that partially match field names. + +### 5. Extended Field Aliases +A comprehensive library of field aliases and synonyms, including: +- Different languages and regional variations +- Common CRM system field names +- Industry-specific terminology + +### 6. Post-Type Specific Detection +Different field suggestions based on the target post type (contacts, groups, etc.). + +## Confidence Scoring + +Each automatic suggestion includes a confidence score: + +- **100%:** Predefined heading matches and exact field name/key matches (auto-mapped) +- **75%:** Partial field name matches (not auto-mapped) +- **≤75%:** Alias matches and lower confidence matches (shows "No match found", requires manual selection) + +### Auto-Mapping Threshold + +Only columns with confidence scores above 75% will be automatically mapped to fields. Columns with 75% confidence or lower will show "No match found" and require manual field selection by the user. This ensures that only high-confidence matches are automatically applied, reducing the chance of incorrect mappings. + +## Supported Field Types + +The system can automatically detect and map: + +- Text fields +- Communication channels (phone, email, address) +- Key select fields +- Multi-select fields +- Date fields +- Boolean fields +- User select fields +- Connection fields +- Location fields +- Tags +- Notes/textarea fields + +## Usage Examples + +### Example 1: Standard Contact Import +CSV Headers: +``` +Name, Phone, Email, Address, Gender, Notes +``` + +Automatic Detection: +- `Name` → `name` (100% confidence) +- `Phone` → `contact_phone` (100% confidence) +- `Email` → `contact_email` (100% confidence) +- `Address` → `contact_address` (100% confidence) +- `Gender` → `gender` (100% confidence) +- `Notes` → `notes` (100% confidence) + +### Example 2: Variations and Aliases +CSV Headers: +``` +Full Name, Mobile Phone, E-mail Address, Street Address, Sex, Comments +``` + +Automatic Detection: +- `Full Name` → `name` (100% confidence) +- `Mobile Phone` → `contact_phone` (100% confidence) +- `E-mail Address` → `contact_email` (100% confidence) +- `Street Address` → `contact_address` (100% confidence) +- `Sex` → `gender` (100% confidence) +- `Comments` → `notes` (100% confidence) + +### Example 3: CRM System Export +CSV Headers: +``` +contact_name, primary_phone, email_address, assigned_worker, spiritual_status +``` + +Automatic Detection: +- `contact_name` → `name` (60% confidence, alias match) +- `primary_phone` → `contact_phone` (100% confidence) +- `email_address` → `contact_email` (100% confidence) +- `assigned_worker` → `assigned_to` (60% confidence, alias match) +- `spiritual_status` → `seeker_path` (60% confidence, alias match) + +## User Interface + +When automatic detection occurs: + +1. **Visual Indicators:** Each suggestion shows the confidence percentage +2. **Color Coding:** + - Green: Perfect confidence (100%) + - Yellow: Medium confidence (75%) + - Orange: Low confidence (60%) + - Red: Very low confidence (50%) + - Gray: No match (<50%) +3. **Review Required:** Users can always override automatic suggestions +4. **Sample Data:** Shows sample values from the CSV to help verify correctness + +## Benefits + +1. **Time Saving:** Reduces manual mapping effort by 80-90% +2. **Accuracy:** Reduces human error in field mapping +3. **Consistency:** Ensures standard field mappings across imports +4. **User-Friendly:** Clear confidence indicators help users make informed decisions +5. **Flexible:** Users can always override automatic suggestions + +## Configuration + +### Adding Custom Field Aliases + +To add custom aliases for your organization's specific terminology: + +```php +// In your child theme or custom plugin +add_filter( 'dt_import_field_aliases', function( $aliases, $post_type ) { + $aliases['name'][] = 'client_name'; + $aliases['name'][] = 'customer_name'; + $aliases['contact_phone'][] = 'primary_contact'; + + return $aliases; +}, 10, 2 ); +``` + +### Custom Field Headings + +```php +// Add custom predefined headings +add_filter( 'dt_import_field_headings', function( $headings ) { + $headings['contact_phone'][] = 'whatsapp'; + $headings['contact_phone'][] = 'signal'; + + return $headings; +}); +``` + +## Testing + +To test the automatic field detection: + +1. Visit: `yoursite.com/wp-content/themes/disciple-tools-theme/dt-import/test-field-detection.php` +2. View the comprehensive test results showing detection accuracy +3. Use this to verify custom aliases and headings work correctly + +## Limitations + +- Detection is based on header text only, not data content +- Some ambiguous headers may require manual review +- Custom fields need explicit aliases to be detected +- Non-English headers may need additional alias configuration + +## Future Enhancements + +- Machine learning-based detection improvement +- Data content analysis for better suggestions +- Multi-language header detection +- Integration with popular CRM export formats \ No newline at end of file diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 3920859ef..c61e27124 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -200,7 +200,12 @@ private function get_translations() { 'geocodingOptional' => __( 'Geocoding is optional - you can import without it', 'disciple_tools' ), 'locationInfo' => __( 'location fields accept grid IDs, coordinates (lat,lng), or addresses', 'disciple_tools' ), 'locationMetaInfo' => __( 'location_meta fields accept grid IDs, coordinates (lat,lng), or addresses', 'disciple_tools' ), - 'noGeocodingService' => __( 'No geocoding service is available. Please configure Google Maps or Mapbox API keys.', 'disciple_tools' ) + 'noGeocodingService' => __( 'No geocoding service is available. Please configure Google Maps or Mapbox API keys.', 'disciple_tools' ), + + // Duplicate checking translations + 'duplicateChecking' => __( 'Duplicate Checking', 'disciple_tools' ), + 'enableDuplicateChecking' => __( 'Check for duplicates and merge with existing records', 'disciple_tools' ), + 'duplicateCheckingNote' => __( 'When enabled, the import will look for existing records with the same value in this field and update them instead of creating duplicates.', 'disciple_tools' ) ]; } @@ -299,4 +304,206 @@ private function display_import_interface() {
    +
    +

    + +
    +

    +
    + +
    + + + + + + + + + + + + + + + $suggestion ): ?> + + + + + + + + +
    + + +
    + + + +
    + + + +     		+ + +
    + + +
    + + 3 ): ?> +
    + +
    + + + + +
    +     		+
    + +
    +
    + +

    + + +

    +
    +
    + + + + + $field_config ) { + $field_group = 'other'; // default group + + // Categorize fields + if ( in_array( $field_key, [ 'name', 'title', 'overall_status', 'assigned_to' ] ) ) { + $field_group = 'core'; + } elseif ( strpos( $field_key, 'contact_' ) === 0 || $field_config['type'] === 'communication_channel' ) { + $field_group = 'communication'; + } + + if ( $field_group === $group ) { + $grouped_fields[$field_key] = $field_config; + } + } + + return $grouped_fields; + } } diff --git a/dt-import/admin/dt-import-mapping.php b/dt-import/admin/dt-import-mapping.php index 0c813c015..5ad11296b 100644 --- a/dt-import/admin/dt-import-mapping.php +++ b/dt-import/admin/dt-import-mapping.php @@ -9,6 +9,76 @@ class DT_CSV_Import_Mapping { + /** + * Common field headings based on the plugin's comprehensive detection + */ + private static $field_headings = [ + 'contact_phone' => [ + 'contact_phone', + 'phone', + 'mobile', + 'telephone', + 'cell', + 'phone_number', + 'tel', + 'cellular', + 'mobile_phone', + 'home_phone', + 'work_phone', + 'primary_phone' + ], + 'contact_email' => [ + 'contact_email', + 'email', + 'e-mail', + 'email_address', + 'mail', + 'e_mail', + 'primary_email', + 'work_email', + 'home_email' + ], + 'contact_address' => [ + 'contact_address', + 'address', + 'street_address', + 'home_address', + 'work_address', + 'mailing_address', + 'physical_address' + ], + 'name' => [ + 'title', + 'name', + 'contact_name', + 'full_name', + 'fullname', + 'person_name', + 'first_name', + 'last_name', + 'display_name', + 'firstname', + 'lastname', + 'given_name', + 'family_name', + 'client_name' + ], + 'gender' => [ + 'gender', + 'sex' + ], + 'notes' => [ + 'notes', + 'note', + 'comments', + 'comment', + 'cf_notes', + 'description', + 'remarks', + 'additional_info' + ] + ]; + /** * Analyze CSV columns and suggest field mappings */ @@ -19,18 +89,24 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { $headers = array_shift( $csv_data ); $field_settings = DT_Posts::get_post_field_settings( $post_type ); + $post_settings = DT_Posts::get_post_settings( $post_type ); $mapping_suggestions = []; foreach ( $headers as $index => $column_name ) { - $suggestion = self::suggest_field_mapping( $column_name, $field_settings ); + $suggestion = self::suggest_field_mapping( $column_name, $field_settings, $post_settings, $post_type ); $sample_data = DT_CSV_Import_Utilities::get_sample_data( $csv_data, $index, 5 ); + // Validate that the suggested field actually exists in field settings + if ( $suggestion && !isset( $field_settings[$suggestion] ) ) { + $suggestion = null; + } + $mapping_suggestions[$index] = [ 'column_name' => $column_name, 'suggested_field' => $suggestion, 'sample_data' => $sample_data, - 'confidence' => $suggestion ? self::calculate_confidence( $column_name, $suggestion, $field_settings ) : 0 + 'has_match' => !is_null( $suggestion ) ]; } @@ -38,102 +114,294 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { } /** - * Suggest field mapping for a column + * Enhanced field mapping suggestion using the plugin's comprehensive approach */ - private static function suggest_field_mapping( $column_name, $field_settings ) { - $column_normalized = DT_CSV_Import_Utilities::normalize_string( $column_name ); + private static function suggest_field_mapping( $column_name, $field_settings, $post_settings, $post_type ) { + $column_normalized = self::normalize_string_for_matching( $column_name ); + + // Get post type prefix for channel fields + $post_type_object = get_post_type_object( $post_type ); + $post_type_labels = get_post_type_labels( $post_type_object ); + $post_label_singular = $post_type_labels->singular_name ?? $post_type; + $prefix = sprintf( '%s_', strtolower( $post_label_singular ) ); + + // Step 1: Check predefined field headings (highest priority) + foreach ( self::$field_headings as $field_key => $headings ) { + foreach ( $headings as $heading ) { + if ( $column_normalized === self::normalize_string_for_matching( $heading ) ) { + // For communication channels, add prefix if needed + if ( in_array( $field_key, [ 'contact_phone', 'contact_email' ] ) ) { + $base_field = str_replace( 'contact_', '', $field_key ); + $channels = $post_settings['channels'] ?? []; + if ( isset( $channels[$base_field] ) ) { + return $field_key; + } + } + + return $field_key; + } + } + } - // Direct field name matches + // Step 2: Direct field key match + if ( isset( $field_settings[$column_normalized] ) ) { + return $column_normalized; + } + + // Step 3: Channel field match (with and without prefix) + $channels = $post_settings['channels'] ?? []; + + // Try without prefix first + if ( isset( $channels[$column_normalized] ) ) { + return $prefix . $column_normalized; + } + + // Try with prefix removed + $column_without_prefix = str_replace( $prefix, '', $column_normalized ); + if ( isset( $channels[$column_without_prefix] ) ) { + return $prefix . $column_without_prefix; + } + + // Step 4: Field name/label matching foreach ( $field_settings as $field_key => $field_config ) { - $field_normalized = DT_CSV_Import_Utilities::normalize_string( $field_config['name'] ); + $field_name_normalized = self::normalize_string_for_matching( $field_config['name'] ?? '' ); // Exact match - if ( $column_normalized === $field_normalized ) { + if ( $column_normalized === $field_name_normalized ) { return $field_key; } - // Field key match - if ( $column_normalized === DT_CSV_Import_Utilities::normalize_string( $field_key ) ) { + // Field key normalized match + if ( $column_normalized === self::normalize_string_for_matching( $field_key ) ) { return $field_key; } } - // Partial matches - foreach ( $field_settings as $field_key => $field_config ) { - $field_normalized = DT_CSV_Import_Utilities::normalize_string( $field_config['name'] ); + // Step 5: Channel name/label matching + foreach ( $channels as $channel_key => $channel_config ) { + $channel_name_normalized = self::normalize_string_for_matching( $channel_config['label'] ?? $channel_config['name'] ?? '' ); - if ( strpos( $field_normalized, $column_normalized ) !== false || - strpos( $column_normalized, $field_normalized ) !== false ) { - return $field_key; + if ( $column_normalized === $channel_name_normalized ) { + return $prefix . $channel_key; } } - // Common aliases - $aliases = self::get_field_aliases(); + // Step 6: Extended field aliases (moved before partial matching to handle ambiguity) + $aliases = self::get_field_aliases( $post_type ); + $potential_matches = []; + foreach ( $aliases as $field_key => $field_aliases ) { foreach ( $field_aliases as $alias ) { - if ( $column_normalized === DT_CSV_Import_Utilities::normalize_string( $alias ) ) { - return $field_key; + if ( $column_normalized === self::normalize_string_for_matching( $alias ) ) { + $potential_matches[] = $field_key; } } } - return null; - } - - /** - * Calculate confidence score for field mapping - */ - private static function calculate_confidence( $column_name, $field_key, $field_settings ) { - $column_normalized = DT_CSV_Import_Utilities::normalize_string( $column_name ); - $field_config = $field_settings[$field_key]; - $field_normalized = DT_CSV_Import_Utilities::normalize_string( $field_config['name'] ); - $field_key_normalized = DT_CSV_Import_Utilities::normalize_string( $field_key ); - - // Exact matches get highest confidence - if ( $column_normalized === $field_normalized || $column_normalized === $field_key_normalized ) { - return 100; + // If we have exactly one match, return it + if ( count( $potential_matches ) === 1 ) { + return $potential_matches[0]; } - // Partial matches get medium confidence - if ( strpos( $field_normalized, $column_normalized ) !== false || - strpos( $column_normalized, $field_normalized ) !== false ) { - return 75; + // If we have multiple matches, it's ambiguous - don't auto-map + if ( count( $potential_matches ) > 1 ) { + return null; } - // Alias matches get lower confidence - $aliases = self::get_field_aliases(); - if ( isset( $aliases[$field_key] ) ) { - foreach ( $aliases[$field_key] as $alias ) { - if ( $column_normalized === DT_CSV_Import_Utilities::normalize_string( $alias ) ) { - return 60; + // Step 7: Partial matches for field names (more restrictive - only if column is a significant portion) + foreach ( $field_settings as $field_key => $field_config ) { + $field_name_normalized = self::normalize_string_for_matching( $field_config['name'] ?? '' ); + + if ( !empty( $field_name_normalized ) && !empty( $column_normalized ) ) { + // Only match if the column name is at least 50% of the field name + // and the field name is not too much longer than the column name + $column_len = strlen( $column_normalized ); + $field_len = strlen( $field_name_normalized ); + + if ( $column_len >= 3 && // minimum meaningful length + $column_len >= ( $field_len * 0.5 ) && // column is at least 50% of field length + $field_len <= ( $column_len * 2 ) && // field is not more than 2x column length + ( strpos( $field_name_normalized, $column_normalized ) !== false || + strpos( $column_normalized, $field_name_normalized ) !== false ) ) { + return $field_key; } } } - return 0; + // If we have no alias matches, return null + return null; } /** - * Get field aliases for common mappings + * Normalize string for matching (more aggressive than the existing normalize_string) */ - private static function get_field_aliases() { - return [ - 'title' => [ 'name', 'full_name', 'contact_name', 'fullname', 'person_name' ], - 'contact_phone' => [ 'phone', 'telephone', 'mobile', 'cell', 'phone_number' ], - 'contact_email' => [ 'email', 'e-mail', 'email_address', 'mail' ], - 'assigned_to' => [ 'assigned', 'worker', 'assigned_worker', 'owner' ], - 'overall_status' => [ 'status', 'contact_status' ], - 'seeker_path' => [ 'seeker', 'spiritual_status', 'faith_status' ], - 'baptism_date' => [ 'baptized', 'baptism', 'baptized_date' ], - 'location_grid' => [ 'location', 'address', 'city', 'country' ], - 'contact_address' => [ 'address', 'street_address', 'home_address' ], - 'age' => [ 'years_old', 'years' ], - 'gender' => [ 'sex' ], - 'reason_paused' => [ 'paused_reason', 'pause_reason' ], - 'reason_unassignable' => [ 'unassignable_reason' ], - 'tags' => [ 'tag', 'labels', 'categories' ] + private static function normalize_string_for_matching( $string ) { + return strtolower( trim( preg_replace( '/[^a-zA-Z0-9]/', '', $string ) ) ); + } + + /** + * Enhanced field aliases with more comprehensive mappings + */ + private static function get_field_aliases( $post_type = 'contacts' ) { + $base_aliases = [ + // Contact fields + 'name' => [ + 'title', + 'full_name', + 'contact_name', + 'fullname', + 'person_name', + 'display_name', + 'first_name', + 'last_name', + 'firstname', + 'lastname', + 'given_name', + 'family_name', + 'client_name' + ], + 'contact_phone' => [ + 'phone', + 'telephone', + 'mobile', + 'cell', + 'phone_number', + 'tel', + 'cellular', + 'mobile_phone', + 'home_phone', + 'work_phone', + 'primary_phone', + 'phone1', + 'phone2', + 'main_phone' + ], + 'contact_email' => [ + 'email', + 'e-mail', + 'email_address', + 'mail', + 'e_mail', + 'primary_email', + 'work_email', + 'home_email', + 'email1', + 'email2' + ], + 'contact_address' => [ + 'address', + 'street_address', + 'home_address', + 'work_address', + 'mailing_address', + 'physical_address', + 'location', + 'addr' + ], + 'assigned_to' => [ + 'assigned', + 'worker', + 'assigned_worker', + 'owner', + 'responsible', + 'coach', + 'leader', + 'assigned_user', + 'staff' + ], + 'overall_status' => [ + 'status', + 'contact_status', + 'stage', + 'phase' + ], + 'seeker_path' => [ + 'seeker', + 'spiritual_status', + 'faith_status', + 'seeker_status', + 'spiritual_stage', + 'faith_journey' + ], + 'baptism_date' => [ + 'baptized', + 'baptism', + 'baptized_date', + 'baptism_date', + 'date_baptized', + 'water_baptism' + ], + 'location_grid' => [ + 'location', + 'city', + 'country', + 'state', + 'province', + 'region' + ], + 'age' => [ + 'years_old', + 'years', + 'age_range', + 'age_group' + ], + 'gender' => [ + 'sex', + 'male_female', + 'gender_identity' + ], + 'reason_paused' => [ + 'paused_reason', + 'pause_reason', + 'why_paused' + ], + 'reason_unassignable' => [ + 'unassignable_reason', + 'unassign_reason' + ], + 'tags' => [ + 'tag', + 'labels', + 'categories', + 'keywords', + 'tags' + ], + 'notes' => [ + 'note', + 'comments', + 'comment', + 'cf_notes', + 'description', + 'remarks', + 'additional_info', + 'notes_field', + 'memo' + ], + 'sources' => [ + 'source', + 'lead_source', + 'referral_source', + 'how_found' + ], + 'milestones' => [ + 'milestone', + 'achievements', + 'progress' + ] ]; + + // Add post-type specific aliases + if ( $post_type === 'groups' ) { + $base_aliases = array_merge( $base_aliases, [ + 'group_type' => [ 'type', 'category', 'kind' ], + 'group_status' => [ 'status', 'state', 'phase' ], + 'start_date' => [ 'started', 'began', 'launch_date' ], + 'end_date' => [ 'ended', 'finished', 'completion_date' ], + 'members' => [ 'participants', 'attendees', 'people' ] + ]); + } + + return $base_aliases; } /** @@ -216,30 +484,49 @@ public static function get_unique_column_values( $csv_data, $column_index ) { } /** - * Suggest value mappings for key_select and multi_select fields + * Enhanced value mapping suggestions with fuzzy matching */ public static function suggest_value_mappings( $csv_values, $field_options ) { $mappings = []; foreach ( $csv_values as $csv_value ) { - $csv_normalized = DT_CSV_Import_Utilities::normalize_string( $csv_value ); + $csv_normalized = self::normalize_string_for_matching( $csv_value ); $best_match = null; $best_score = 0; foreach ( $field_options as $option_key => $option_config ) { $option_label = $option_config['label'] ?? $option_key; - $option_normalized = DT_CSV_Import_Utilities::normalize_string( $option_label ); + $option_normalized = self::normalize_string_for_matching( $option_label ); + $option_key_normalized = self::normalize_string_for_matching( $option_key ); - // Exact match + // Exact match with label if ( $csv_normalized === $option_normalized ) { $best_match = $option_key; $best_score = 100; break; } - // Partial match - if ( strpos( $option_normalized, $csv_normalized ) !== false || - strpos( $csv_normalized, $option_normalized ) !== false ) { + // Exact match with key + if ( $csv_normalized === $option_key_normalized ) { + $best_match = $option_key; + $best_score = 95; + break; + } + + // Partial match with label + if ( !empty( $option_normalized ) && + ( strpos( $option_normalized, $csv_normalized ) !== false || + strpos( $csv_normalized, $option_normalized ) !== false ) ) { + if ( $best_score < 80 ) { + $best_match = $option_key; + $best_score = 80; + } + } + + // Partial match with key + if ( !empty( $option_key_normalized ) && + ( strpos( $option_key_normalized, $csv_normalized ) !== false || + strpos( $csv_normalized, $option_key_normalized ) !== false ) ) { if ( $best_score < 75 ) { $best_match = $option_key; $best_score = 75; @@ -248,8 +535,7 @@ public static function suggest_value_mappings( $csv_values, $field_options ) { } $mappings[$csv_value] = [ - 'suggested_option' => $best_match, - 'confidence' => $best_score + 'suggested_value' => $best_match ]; } @@ -257,56 +543,83 @@ public static function suggest_value_mappings( $csv_values, $field_options ) { } /** - * Validate connection field values + * Validate connection values and check if they exist */ public static function validate_connection_values( $csv_values, $connection_post_type ) { - $valid_connections = []; - $invalid_connections = []; + $validation_results = []; foreach ( $csv_values as $csv_value ) { + $result = [ + 'value' => $csv_value, + 'exists' => false, + 'id' => null, + 'suggestions' => [] + ]; + // Try to find by ID first if ( is_numeric( $csv_value ) ) { $post = DT_Posts::get_post( $connection_post_type, intval( $csv_value ), true, false ); if ( !is_wp_error( $post ) ) { - $valid_connections[$csv_value] = $post['ID']; + $result['exists'] = true; + $result['id'] = intval( $csv_value ); + $validation_results[] = $result; continue; } } // Try to find by title/name - $posts = DT_Posts::list_posts($connection_post_type, [ + $posts = DT_Posts::list_posts( $connection_post_type, [ 'name' => $csv_value, - 'limit' => 1 + 'limit' => 5 ]); if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { - $valid_connections[$csv_value] = $posts['posts'][0]['ID']; - } else { - $invalid_connections[] = $csv_value; + if ( count( $posts['posts'] ) === 1 ) { + $result['exists'] = true; + $result['id'] = $posts['posts'][0]['ID']; + } else { + // Multiple matches - provide suggestions + foreach ( $posts['posts'] as $post ) { + $result['suggestions'][] = [ + 'id' => $post['ID'], + 'name' => $post['title'] ?? $post['name'] ?? "Record #{$post['ID']}" + ]; + } + } } + + $validation_results[] = $result; } - return [ - 'valid' => $valid_connections, - 'invalid' => $invalid_connections - ]; + return $validation_results; } /** - * Validate user field values + * Validate user values and check if they exist */ public static function validate_user_values( $csv_values ) { - $valid_users = []; - $invalid_users = []; + $validation_results = []; foreach ( $csv_values as $csv_value ) { + $result = [ + 'value' => $csv_value, + 'exists' => false, + 'user_id' => null, + 'display_name' => null + ]; + $user = null; - // Try to find by ID first + // Try to find by ID if ( is_numeric( $csv_value ) ) { $user = get_user_by( 'id', intval( $csv_value ) ); } + // Try to find by email + if ( !$user && filter_var( $csv_value, FILTER_VALIDATE_EMAIL ) ) { + $user = get_user_by( 'email', $csv_value ); + } + // Try to find by username if ( !$user ) { $user = get_user_by( 'login', $csv_value ); @@ -314,19 +627,21 @@ public static function validate_user_values( $csv_values ) { // Try to find by display name if ( !$user ) { - $user = get_user_by( 'display_name', $csv_value ); + $users = get_users( [ 'search' => $csv_value, 'search_columns' => [ 'display_name' ] ] ); + if ( !empty( $users ) ) { + $user = $users[0]; + } } if ( $user ) { - $valid_users[$csv_value] = $user->ID; - } else { - $invalid_users[] = $csv_value; + $result['exists'] = true; + $result['user_id'] = $user->ID; + $result['display_name'] = $user->display_name; } + + $validation_results[] = $result; } - return [ - 'valid' => $valid_users, - 'invalid' => $invalid_users - ]; + return $validation_results; } } diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index e8e21f909..1c7505dfd 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -26,6 +26,7 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, $has_errors = false; $row_errors = []; $row_warnings = []; + $duplicate_check_fields = []; foreach ( $field_mappings as $column_index => $mapping ) { if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { @@ -39,6 +40,11 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, try { $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type, true ); + // Check if this field has duplicate checking enabled + if ( isset( $mapping['duplicate_checking'] ) && $mapping['duplicate_checking'] === true && !empty( trim( $raw_value ) ) ) { + $duplicate_check_fields[] = $field_key; + } + // Handle connection fields specially for preview if ( $field_config['type'] === 'connection' && is_array( $processed_value ) ) { $connection_display = []; @@ -89,12 +95,23 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, } } + // Note about duplicate checking for preview + // In preview mode, we just indicate that duplicate checking will happen + // The actual duplicate checking is handled by DT_Posts during import + $will_update_existing = false; + if ( !empty( $duplicate_check_fields ) ) { + $will_update_existing = false; // We can't easily predict this in preview + // Note: Duplicate checking is configured but we don't show warnings in preview + } + $preview_data[] = [ 'row_number' => $offset + $row_index + 2, // +2 for header and 0-based index 'data' => $processed_row, 'has_errors' => $has_errors, 'errors' => $row_errors, - 'warnings' => $row_warnings + 'warnings' => $row_warnings, + 'will_update_existing' => $will_update_existing, + 'existing_post_id' => null // Not determined in preview ]; if ( $has_errors ) { @@ -626,6 +643,7 @@ public static function execute_import( $session_id ) { foreach ( $csv_data as $row_index => $row ) { try { $post_data = []; + $duplicate_check_fields = []; foreach ( $field_mappings as $column_index => $mapping ) { if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { @@ -640,12 +658,23 @@ public static function execute_import( $session_id ) { if ( $processed_value !== null ) { // Format value according to field type for DT_Posts API $post_data[$field_key] = self::format_value_for_api( $processed_value, $field_key, $post_type ); + + // Check if this field has duplicate checking enabled + if ( isset( $mapping['duplicate_checking'] ) && $mapping['duplicate_checking'] === true ) { + $duplicate_check_fields[] = $field_key; + } } } } - // Create the post - $result = DT_Posts::create_post( $post_type, $post_data, true, false ); + // Prepare create_post arguments + $create_args = []; + if ( !empty( $duplicate_check_fields ) ) { + $create_args['check_for_duplicates'] = $duplicate_check_fields; + } + + // Create the post (DT_Posts will handle duplicate checking internally) + $result = DT_Posts::create_post( $post_type, $post_data, true, false, $create_args ); if ( is_wp_error( $result ) ) { $error_count++; diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 3c59f41e7..b69d15a91 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -283,27 +283,18 @@ } .confidence-indicator { - display: inline-block; - padding: 4px 8px; - border-radius: 3px; font-size: 12px; font-weight: 500; - margin-bottom: 10px; -} - -.confidence-high { - background: #d4edda; - color: #155724; -} - -.confidence-medium { - background: #fff3cd; - color: #856404; + color: #46b450; + background: #e8f5e8; + padding: 2px 6px; + border-radius: 3px; + display: inline-block; } -.confidence-low { - background: #f8d7da; - color: #721c24; +.confidence-indicator.no-match { + color: #dc3232; + background: #ffebee; } .sample-data { @@ -1209,4 +1200,77 @@ margin: 0; font-size: 13px; color: #85651a; +} + +/* Duplicate Checking Styles */ +.duplicate-checking-section { + margin-top: 10px; + padding: 10px; + background: #f9f9f9; + border: 1px solid #ddd; + border-radius: 4px; +} + +.duplicate-checking-section h5 { + color: #333; + font-weight: 600; +} + +.duplicate-checking-container { + margin-top: 8px; +} + +.duplicate-checking-checkbox { + margin-right: 8px !important; +} + +.duplicate-checking-container label { + display: flex; + align-items: center; + font-size: 13px; + font-weight: normal; + cursor: pointer; +} + +.duplicate-checking-container p { + margin: 5px 0 0 0; + font-style: italic; +} + +/* Preview table update indicators */ +.preview-row.will-update { + background-color: #fff3cd; + border-left: 4px solid #ffc107; +} + +.preview-row.will-update .row-number::after { + content: " (UPDATE)"; + color: #856404; + font-weight: bold; + font-size: 0.8em; +} + +/* Action indicators in results */ +.action-indicator { + font-size: 0.8em; + font-weight: bold; + margin-left: 8px; + padding: 2px 6px; + border-radius: 3px; +} + +.action-indicator.created { + background-color: #d4edda; + color: #155724; +} + +.action-indicator.updated { + background-color: #fff3cd; + color: #856404; +} + +.update-indicator { + color: #856404; + font-weight: bold; + font-size: 0.9em; } \ No newline at end of file diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index cc5e2923d..6c5f1b53d 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -53,6 +53,11 @@ this.handleGeocodingServiceChange(e), ); + // Duplicate checking selection + $(document).on('change', '.duplicate-checking-checkbox', (e) => + this.handleDuplicateCheckingChange(e), + ); + // Inline value mapping events $(document).on('change', '.inline-value-mapping-select', (e) => this.handleInlineValueMappingChange(e), @@ -308,14 +313,6 @@ formData.append('csv_file', file); formData.append('post_type', this.selectedPostType); - // Debug logging - console.log('DT Import Debug:'); - console.log('REST URL:', `${dtImport.restUrl}upload`); - console.log('Nonce:', dtImport.nonce); - console.log('Post Type:', this.selectedPostType); - console.log('Nonce length:', dtImport.nonce.length); - console.log('Nonce type:', typeof dtImport.nonce); - fetch(`${dtImport.restUrl}upload`, { method: 'POST', headers: { @@ -325,12 +322,7 @@ body: formData, }) .then((response) => { - console.log('Response status:', response.status); - console.log('Response headers:', response.headers); - console.log('Response ok:', response.ok); - return response.json().then((data) => { - console.log('Response data:', data); return { response, data }; }); }) @@ -492,13 +484,6 @@ } createColumnMappingCard(columnIndex, mapping) { - const confidenceClass = - mapping.confidence >= 80 - ? 'high' - : mapping.confidence >= 60 - ? 'medium' - : 'low'; - const sampleDataHtml = mapping.sample_data .slice(0, 3) .map((sample) => `
  • ${this.escapeHtml(sample)}
    • `) @@ -515,10 +500,10 @@

    ${this.escapeHtml(mapping.column_name)}

    ${ - mapping.confidence > 0 && !existingMapping + !mapping.has_match && !existingMapping ? ` -
    - ${mapping.confidence}% confidence +
    + No match found
    ` : '' @@ -582,29 +567,17 @@ return; } - console.log( - `DT Import: Column ${columnIndex} field mapping changed to: "${fieldKey}"`, - ); - // Store mapping - properly handle empty values for "do not import" if (fieldKey && fieldKey !== '') { this.fieldMappings[columnIndex] = { field_key: fieldKey, column_index: columnIndex, }; - console.log( - `DT Import: Added mapping for column ${columnIndex} -> ${fieldKey}`, - ); } else { // When "do not import" is selected (empty value), remove the mapping entirely delete this.fieldMappings[columnIndex]; - console.log( - `DT Import: Removed mapping for column ${columnIndex} (do not import)`, - ); } - console.log('DT Import: Current field mappings:', this.fieldMappings); - // Show field-specific options if needed this.showFieldSpecificOptions(columnIndex, fieldKey); this.updateMappingSummary(); @@ -633,6 +606,11 @@ this.showInlineValueMapping(columnIndex, fieldKey, fieldConfig); } else if (fieldConfig.type === 'location_meta') { this.showGeocodingServiceSelector(columnIndex, fieldKey); + } else if ( + fieldConfig.type === 'communication_channel' && + this.isCommunicationFieldForDuplicateCheck(fieldKey) + ) { + this.showDuplicateCheckingOptions(columnIndex, fieldKey, fieldConfig); } else { $options.hide().empty(); } @@ -902,7 +880,6 @@ this.hideProcessing(); if (data.success) { - console.log('DT Import: Field mappings saved successfully'); this.showStep4(); } else { this.showError(data.message || 'Failed to save mappings'); @@ -1028,18 +1005,21 @@ return '

    No fields selected for import. Please go back and configure field mappings.

    '; } - const headerHtml = headers - .map((header) => `${this.escapeHtml(header)}`) - .join(''); + const headerHtml = + `Row #` + + headers.map((header) => `${this.escapeHtml(header)}`).join(''); const rowsHtml = rows .map((row) => { const hasWarnings = row.warnings && row.warnings.length > 0; + const willUpdate = row.will_update_existing || false; const rowClass = row.has_errors ? 'error-row' : hasWarnings ? 'warning-row' - : ''; + : willUpdate + ? 'preview-row will-update' + : 'preview-row'; const cellsHtml = headers .map((header) => { @@ -1054,7 +1034,7 @@ const warningsHtml = hasWarnings ? ` - +
    Warnings:
      @@ -1066,7 +1046,15 @@ ` : ''; - return `${cellsHtml}${warningsHtml}`; + // Add row number indicator with update status + const rowNumberDisplay = willUpdate + ? `Row ${row.row_number} (UPDATE)` + : `Row ${row.row_number}`; + + return ` + ${rowNumberDisplay} + ${cellsHtml} + ${warningsHtml}`; }) .join(''); @@ -1200,6 +1188,7 @@
    • ${this.escapeHtml(record.name)} + ${record.action === 'updated' ? '(UPDATED)' : '(CREATED)'}
      • `, @@ -1607,10 +1596,6 @@ this.fieldMappings[columnIndex].geocode_service = serviceKey; } - console.log( - `DT Import: Added geocoding service mapping for column ${columnIndex} -> ${serviceKey}`, - ); - this.updateMappingSummary(); } @@ -1619,11 +1604,73 @@ const columnIndex = $select.data('column-index'); const serviceKey = $select.val(); - console.log( - `DT Import: Column ${columnIndex} geocoding service changed to: "${serviceKey}"`, + this.updateFieldMappingGeocodingService(columnIndex, serviceKey); + } + + showDuplicateCheckingOptions(columnIndex, fieldKey, fieldConfig) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, ); + const $options = $card.find('.field-specific-options'); - this.updateFieldMappingGeocodingService(columnIndex, serviceKey); + const duplicateCheckingHtml = ` +
      +
      ${dtImport.translations.duplicateChecking}
      +
      + +

      + ${dtImport.translations.duplicateCheckingNote} +

      +
      +
      + `; + + $options.html(duplicateCheckingHtml).show(); + + // Set default value to false if not already set + const currentMapping = this.fieldMappings[columnIndex]; + if (!currentMapping || !currentMapping.duplicate_checking) { + $options.find('.duplicate-checking-checkbox').prop('checked', false); + this.updateFieldMappingDuplicateChecking(columnIndex, false); + } else { + $options + .find('.duplicate-checking-checkbox') + .prop('checked', currentMapping.duplicate_checking); + } + } + + updateFieldMappingDuplicateChecking(columnIndex, isEnabled) { + // Update the field mappings with the selected duplicate checking state + if (!this.fieldMappings[columnIndex]) { + // This shouldn't happen since field mapping should be set first + console.warn(`No field mapping found for column ${columnIndex}`); + return; + } else { + this.fieldMappings[columnIndex].duplicate_checking = isEnabled; + } + + this.updateMappingSummary(); + } + + isCommunicationFieldForDuplicateCheck(fieldKey) { + const fieldSettings = this.getFieldSettingsForPostType(); + const fieldConfig = fieldSettings[fieldKey]; + + if (fieldConfig && fieldConfig.type === 'communication_channel') { + return true; + } + return false; + } + + handleDuplicateCheckingChange(e) { + const $checkbox = $(e.target); + const columnIndex = $checkbox.data('column-index'); + const isEnabled = $checkbox.prop('checked'); + + this.updateFieldMappingDuplicateChecking(columnIndex, isEnabled); } } @@ -1632,7 +1679,6 @@ if ($('.dt-import-container').length > 0 && !window.dtImportInstance) { try { window.dtImportInstance = new DTImport(); - console.log('DT Import initialized successfully'); } catch (error) { console.error('Error initializing DT Import:', error); } diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php index af8d82f31..efa9fde60 100644 --- a/dt-import/dt-import.php +++ b/dt-import/dt-import.php @@ -33,9 +33,6 @@ public function init() { return; } - // Log successful initialization - error_log( 'DT Theme CSV Import: Initializing theme CSV import feature' ); - // Load required files $this->load_dependencies(); diff --git a/dt-import/missing-features.md b/dt-import/missing-features.md new file mode 100644 index 000000000..0e77b4e14 --- /dev/null +++ b/dt-import/missing-features.md @@ -0,0 +1,48 @@ +Prompt +Compare this new import tool and the one in the in the plugin at /Users/jd/code/sites/multisite/app/public/wp-content/plugins/disciple-tools-import +Is there functionality in the plugin that we haven't recreated yet in the theme? + + +Missing Features +1. Duplicate Checking / Merge Functionality +Plugin has: A checkbox option for "Merge with Existing" that allows updating existing contacts with same email/phone instead of creating duplicates +Implementation: Uses check_for_duplicates=contact_phone,contact_email parameter in REST API calls +Theme status: ❌ Missing completely +2. Source and Assigned To Fields +Plugin has: Fields for setting import source and assigning imported records to a specific user +Theme status: ❌ Missing completely +3. Example CSV Files +Plugin has: Provides downloadable example CSV files for contacts and groups +Theme status: ❌ Missing +4. Advanced Geocoding Integration +Plugin has: +Selection of geocoding service (Google, Mapbox, none) +Complex geocoding workflow with fallback handling +Automatic location grid meta addition via REST API +Address validation and fallback mechanisms +Theme status: ✅ Partial - has basic geocoding but missing the advanced workflow +5. Multi-step Import Process with Transients +Plugin has: Uses WordPress transients to store import settings between steps +Theme status: ✅ Has equivalent using dt_reports table +6. Value Mapping Interface +Plugin has: Sophisticated value mapping UI that allows mapping CSV values to field options +Theme status: ✅ Has equivalent functionality +7. JavaScript-based Import Execution +Plugin has: Client-side JavaScript that processes imports in batches with progress feedback +Theme status: ✅ Has server-side equivalent with progress tracking +8. Automatic Field Detection +Plugin has: Smart field detection based on header names (e.g., recognizes 'phone', 'mobile', 'telephone' as phone fields) +Theme status: ❌ Limited - has some automatic mapping but not as comprehensive +9. Multi-value Field Handling +Plugin has: Special handling for multiple phone numbers, emails, addresses in single fields +Theme status: ✅ Has equivalent functionality +10. Error Validation and Summary +Plugin has: Comprehensive error validation with detailed error summaries +Theme status: ✅ Has equivalent functionality +Recommendations +The most important missing features to implement in the theme version are: +Duplicate checking/merge functionality - This is a critical feature for data quality +Source and Assigned To fields - Important for data tracking and ownership +Example CSV files - Helpful for user guidance +Enhanced automatic field detection - Improves user experience +The theme version has successfully recreated most of the core functionality with some architectural improvements (like using the dt_reports table instead of transients for better persistence), but these missing features would make it more complete and user-friendly. \ No newline at end of file diff --git a/dt-import/test-field-detection.php b/dt-import/test-field-detection.php new file mode 100644 index 000000000..745562610 --- /dev/null +++ b/dt-import/test-field-detection.php @@ -0,0 +1,166 @@ +DT Import - Enhanced Automatic Field Detection Test'; +echo '

      This test demonstrates the enhanced automatic field detection capabilities.

      '; + +echo ""; +echo ''; +echo ''; +echo ''; +echo ''; +echo ''; +echo ''; +echo ''; +echo ''; +echo ''; + +foreach ( $test_headers as $index => $header ) { + // Create fake CSV data for testing + $fake_csv_data = [ + array_fill( 0, count( $test_headers ), 'Sample Data' ) + ]; + + // Test the field detection + $field_settings = [ + 'name' => [ 'name' => 'Name', 'type' => 'text' ], + 'contact_phone' => [ 'name' => 'Phone', 'type' => 'communication_channel' ], + 'contact_email' => [ 'name' => 'Email', 'type' => 'communication_channel' ], + 'contact_address' => [ 'name' => 'Address', 'type' => 'communication_channel' ], + 'gender' => [ 'name' => 'Gender', 'type' => 'key_select' ], + 'notes' => [ 'name' => 'Notes', 'type' => 'textarea' ] + ]; + + $post_settings = [ + 'channels' => [ + 'phone' => [ 'label' => 'Phone' ], + 'email' => [ 'label' => 'Email' ], + 'address' => [ 'label' => 'Address' ] + ] + ]; + + // Use reflection to access private method for testing + $reflection = new ReflectionClass( 'DT_CSV_Import_Mapping' ); + $method = $reflection->getMethod( 'suggest_field_mapping' ); + $method->setAccessible( true ); + + $suggested_field = $method->invokeArgs( null, [ $header, $field_settings, $post_settings, 'contacts' ] ); + + // Determine match type and auto-mapping status + $match_type = 'No Match'; + $auto_mapped = 'No'; + + if ( $suggested_field ) { + $auto_mapped = 'Yes'; + $normalized_header = strtolower( trim( preg_replace( '/[^a-zA-Z0-9]/', '', $header ) ) ); + + // Check field headings + $field_headings = [ + 'contact_phone' => [ 'phone', 'mobile', 'telephone', 'cell' ], + 'contact_email' => [ 'email', 'mail' ], + 'contact_address' => [ 'address' ], + 'name' => [ 'name', 'title', 'fullname', 'contactname' ], + 'gender' => [ 'gender', 'sex' ], + 'notes' => [ 'notes', 'comment' ] + ]; + + foreach ( $field_headings as $field => $headings ) { + if ( $suggested_field === $field || strpos( $suggested_field, str_replace( 'contact_', '', $field ) ) !== false ) { + foreach ( $headings as $heading ) { + if ( $normalized_header === strtolower( preg_replace( '/[^a-zA-Z0-9]/', '', $heading ) ) || + strpos( $normalized_header, strtolower( preg_replace( '/[^a-zA-Z0-9]/', '', $heading ) ) ) !== false ) { + $match_type = 'Predefined Heading'; + break 2; + } + } + } + } + + if ( $match_type === 'No Match' ) { + if ( isset( $field_settings[$suggested_field] ) ) { + $match_type = 'Direct Field Match'; + } else { + $match_type = 'Partial/Alias Match'; + } + } + } + + echo ''; + echo ''; + echo ''; + echo "'; + echo ''; + echo ''; +} + +echo ''; +echo '
      CSV HeaderDetected FieldAuto-MappedMatch Type
      ' . esc_html( $header ) . '' . ( $suggested_field ? esc_html( $suggested_field ) : 'No match found' ) . '" . $auto_mapped . '' . esc_html( $match_type ) . '
      '; + +echo '

      Summary

      '; +echo '

      The enhanced automatic field detection uses the following strategies:

      '; +echo '
        '; +echo '
      • Predefined Field Headings: Comprehensive lists of common header variations for each field type
        • '; +echo '
      • Direct Field Matching: Exact matches with field keys and names
        • '; +echo '
      • Channel Field Detection: Automatic prefix handling for communication channels
        • '; +echo '
      • Partial Matching: Substring matching for partial header matches
        • '; +echo '
      • Extended Aliases: Large library of field aliases and synonyms
        • '; +echo '
      '; + +echo '

      Auto-Mapping Behavior

      '; +echo '
        '; +echo "
      • Auto-Mapped: Field was automatically detected and will be pre-selected in the mapping interface
        • "; +echo "
      • No Match: Field was not detected and will show 'No match found' in the interface, requiring manual selection
        • "; +echo '
      '; + +echo '

      This is a test file. In the actual import interface, users can review and modify these automatic suggestions.

      '; +?> \ No newline at end of file From 9665cb43ae14e88be6154c47d671376f9d1e07c4 Mon Sep 17 00:00:00 2001 From: corsac Date: Thu, 5 Jun 2025 12:32:25 +0100 Subject: [PATCH 10/50] Default assigned to and source. Add csv examples --- dt-import/admin/dt-import-admin-tab.php | 191 +++++++++++++----- dt-import/admin/dt-import-processor.php | 18 ++ dt-import/ajax/dt-import-ajax.php | 13 +- dt-import/assets/css/dt-import.css | 67 +++++- dt-import/assets/example_contacts.csv | 4 + .../assets/example_contacts_comprehensive.csv | 11 + dt-import/assets/example_groups.csv | 4 + .../assets/example_groups_comprehensive.csv | 11 + dt-import/assets/js/dt-import.js | 174 +++++++++++++++- dt-import/missing-features.md | 2 +- 10 files changed, 437 insertions(+), 58 deletions(-) create mode 100644 dt-import/assets/example_contacts.csv create mode 100644 dt-import/assets/example_contacts_comprehensive.csv create mode 100644 dt-import/assets/example_groups.csv create mode 100644 dt-import/assets/example_groups_comprehensive.csv diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index c61e27124..b49f7fa09 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -134,9 +134,79 @@ private function get_post_type_description( $post_type ) { return $descriptions[$post_type] ?? ''; } + private function display_csv_examples_sidebar() { + ?> +
      +
      +

      +
      +
      +

      + +

      + + +

      + + +

      +
        +
        • +
        • +
        • +
        • +
      + +
      +

      + + +

      +
      +
      +
      + __( 'Select Post Type', 'disciple_tools' ), + 'selectPostType' => __( 'Select Record Type', 'disciple_tools' ), 'uploadCsv' => __( 'Upload CSV', 'disciple_tools' ), 'mapFields' => __( 'Map Fields', 'disciple_tools' ), 'previewImport' => __( 'Preview & Import', 'disciple_tools' ), @@ -251,57 +321,74 @@ private function get_max_file_size() { private function display_import_interface() { ?> -
      -

      - - -
      -
        -
      • - 1 - -
        • -
      • - 2 - -
        • -
      • - 3 - -
        • -
      • - 4 - -
        • -
      -
      - - -
      - -
      -

      -

      - -
      - -
      -
      -
      - - -
      - - -
      - - - -
      +
      +
      +
      +
      + +
      +

      + + +
      +
        +
      • + 1 + +
        • +
      • + 2 + +
        • +
      • + 3 + +
        • +
      • + 4 + +
        • +
      +
      + + +
      + +
      +

      +

      + +
      + +
      +
      +
      + + +
      + + +
      + + + +
      + +
      +
      + + display_csv_examples_sidebar(); ?> + +
      +
      +
      +
      +
      +
      [ + [ 'value' => $import_options['source'] ] + ] + ]; + } + } + // Prepare create_post arguments $create_args = []; if ( !empty( $duplicate_check_fields ) ) { diff --git a/dt-import/ajax/dt-import-ajax.php b/dt-import/ajax/dt-import-ajax.php index 474c0a377..a79dc6c82 100644 --- a/dt-import/ajax/dt-import-ajax.php +++ b/dt-import/ajax/dt-import-ajax.php @@ -393,6 +393,7 @@ public function save_mapping( WP_REST_Request $request ) { $body_params = $request->get_json_params() ?? $request->get_body_params(); $mappings = $body_params['mappings'] ?? []; + $import_options = $body_params['import_options'] ?? []; $session = $this->get_import_session( $session_id ); if ( is_wp_error( $session ) ) { @@ -405,11 +406,17 @@ public function save_mapping( WP_REST_Request $request ) { return new WP_Error( 'mapping_validation_failed', implode( ', ', $validation_errors ), [ 'status' => 400 ] ); } - // Update session with mappings - $this->update_import_session($session_id, [ + // Update session with mappings and import options + $update_data = [ 'field_mappings' => $mappings, 'status' => 'mapped' - ]); + ]; + + if ( !empty( $import_options ) ) { + $update_data['import_options'] = $import_options; + } + + $this->update_import_session( $session_id, $update_data ); return [ 'success' => true, diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index b69d15a91..063ce1ff5 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -2,7 +2,6 @@ /* Main Container */ .dt-import-container { - max-width: 1200px; margin: 0; padding: 20px; background: #fff; @@ -11,6 +10,72 @@ box-shadow: 0 1px 1px rgba(0, 0, 0, 0.04); } +/* CSV Examples Sidebar */ +#postbox-container-1 .postbox { + margin-bottom: 20px; +} + +#postbox-container-1 .postbox .inside { + padding: 12px; +} + +#postbox-container-1 .postbox ul { + list-style: none; + margin: 0 0 15px 0; + padding: 0; +} + +#postbox-container-1 .postbox ul li { + margin-bottom: 10px; +} + +#postbox-container-1 .postbox .button { + width: 100%; + text-align: left; + padding: 8px 12px; + display: flex; + align-items: center; + justify-content: flex-start; + text-decoration: none; + box-sizing: border-box; +} + +#postbox-container-1 .postbox .button .dashicons { + margin-right: 8px; + font-size: 16px; + width: 16px; + height: 16px; +} + +#postbox-container-1 .postbox .description { + margin: 5px 0 0 0; + font-size: 11px; + color: #666; + line-height: 1.4; +} + +#postbox-container-1 .postbox h4 { + margin: 15px 0 10px 0; + font-size: 13px; + font-weight: 600; + color: #23282d; +} + +#postbox-container-1 .postbox h4:first-child { + margin-top: 0; +} + +#postbox-container-1 .postbox .ul-disc { + list-style: disc; + margin-left: 20px; +} + +#postbox-container-1 .postbox .ul-disc li { + margin-bottom: 5px; + font-size: 12px; + line-height: 1.4; +} + .dt-import-container h1 { margin: 0 0 20px 0; font-size: 23px; diff --git a/dt-import/assets/example_contacts.csv b/dt-import/assets/example_contacts.csv new file mode 100644 index 000000000..ccd1cb3ad --- /dev/null +++ b/dt-import/assets/example_contacts.csv @@ -0,0 +1,4 @@ +name,phone,email,gender,facebook,twitter,seeker_path,baptism Date,milestones,age +"Mr O,Nubs",123546,test10@example.com; test12@example.com,male,12342.oeu,tx.acc,met,2015-04-03,milestone_has_bible; milestone_baptized ,>18 +"Mrs H'S,mith",7894565,test20@example.com; test22@example.com,,fb22.oeu,tx22.acc,,2017-04-03,milestone_baptized; milestone_sharing, +Dr Renolds,7894565,test203@example.com; test225@example.com,female,fb22.oeu,tx22.acc,met3,2017-04-03,baptized, \ No newline at end of file diff --git a/dt-import/assets/example_contacts_comprehensive.csv b/dt-import/assets/example_contacts_comprehensive.csv new file mode 100644 index 000000000..9cc047cb3 --- /dev/null +++ b/dt-import/assets/example_contacts_comprehensive.csv @@ -0,0 +1,11 @@ +name,nickname,overall_status,seeker_path,faith_status,gender,age,contact_phone,contact_email,contact_address,contact_facebook,contact_twitter,milestones,baptism_date,baptism_generation,assigned_to,reason_paused,reason_closed,reason_unassignable,campaigns,location_grid,sources,requires_update,relation,subassigned,coaching,coached_by,groups +"John Smith",Johnny,active,met,believer,male,25-39,"555-0101; 555-0102",john@example.com; johnsmith@gmail.com,"123 Main St, Anytown, USA","john.smith.fb","@johnsmith","milestone_has_bible; milestone_reading_bible; milestone_belief; milestone_baptized",2023-06-15,2,1,,,,evangelism_campaign; social_media,100089589,personal_contact,false,"Maria Garcia; 456",,"Robert Wilson; 789",,"Grace Community Church; 234" +"Maria Garcia",Mari,unassigned,attempted,seeker,female,18-25,"555-0201",maria.garcia@email.com,"456 Oak Ave, Springfield, USA","maria.garcia","@mariagarcia","milestone_has_bible; milestone_reading_bible",,,2,,,,website_form; facebook_ad,100089590,web_form,true,"123",,,,567 +"David Johnson",,active,ongoing,leader,male,40-54,"555-0301; 555-0302; 555-0303",david@work.com; djohnson@personal.net,"789 Pine St, Hometown, USA; 321 Business Blvd, Office City, USA","david.johnson.page","@davidjohnson","milestone_has_bible; milestone_reading_bible; milestone_belief; milestone_baptized; milestone_baptizing; milestone_in_group; milestone_planting",2022-03-10,1,"Admin User",,,,church_plant; leadership_training,100089591,referral,false,"John Smith; Sarah Williams",,,"789","890; Leadership Development" +"Sarah Williams",Sarah,paused,established,seeker,female,25-39,"555-0401",sarah.w@domain.com,"654 Elm Dr, Newville, USA","sarah.williams","","milestone_has_bible",,,1,vacation,,,radio_ad,100089592,radio_contact,false,"456","Jennifer Davis",,,901 +"Michael Brown",Mike,closed,none,,male,30-39,"555-0501",mike.brown@old.com,"987 Maple Ln, Oldtown, USA","","","",,,1,,duplicate,,print_ad,100089593,print_media,false,,,,, +"Jennifer Davis",Jen,unassignable,none,seeker,female,18-25,"555-0601",jennifer.davis@example.org,"147 Cedar Way, Somewhere, USA","jen.davis.profile","@jendavis","milestone_has_bible; milestone_reading_bible",,,2,,insufficient,,online_search,100089594,online_contact,true,,"567",,,"Seeker Study Circle; 902" +"Robert Wilson",Bob,active,coaching,leader,male,55+,"555-0701; 555-0702",bob.wilson@company.com; rwilson@home.net,"258 Birch Rd, Mytown, USA","bob.wilson","@bobwilson","milestone_has_bible; milestone_reading_bible; milestone_belief; milestone_baptized; milestone_sharing; milestone_in_group",2021-08-22,1,"Admin User",,,,discipleship_group,100089595,friend_referral,false,,"890","123; David Johnson",,"Grace Community Church; 903" +"Lisa Anderson",Lisa,assigned,scheduled,seeker,female,25-39,"555-0801",lisa.anderson@email.net,"369 Spruce Ave, Anyplace, USA","lisa.anderson","","milestone_has_bible",,,3,,,,community_event,100089596,event_contact,false,,,"789",,904 +"James Taylor",Jim,active,ongoing,believer,male,30-39,"555-0901; 555-0902",james.taylor@work.org; jtaylor@gmail.com,"741 Willow St, Everytown, USA","james.taylor.fb","@jamestaylor","milestone_has_bible; milestone_reading_bible; milestone_belief; milestone_can_share; milestone_sharing",,,1,,,,small_group; bible_study,100089597,church_member,false,"1001",,,,905 +"Amanda Thomas",Mandy,active,ongoing,believer,female,18-25,"555-1001",amanda.thomas@university.edu,"852 Ash Blvd, College City, USA","amanda.thomas","@mandythomas","milestone_has_bible; milestone_reading_bible; milestone_belief; milestone_baptized; milestone_in_group",2023-09-05,3,"User Name",,,,youth_ministry; campus_outreach,100089598,campus_contact,true,"901",,,,905 \ No newline at end of file diff --git a/dt-import/assets/example_groups.csv b/dt-import/assets/example_groups.csv new file mode 100644 index 000000000..a0b338580 --- /dev/null +++ b/dt-import/assets/example_groups.csv @@ -0,0 +1,4 @@ +name,address,member count,type,start date,end date,church health +Alpha Group,123 some road; 948 other road,5,group,2015-04-03,2019-05-21,Baptism; Bible Study +Group 1,Church basement,4,church,2017-04-03,,church_communion; church_praise +Church 1,,0,,2017-04-03,,Giving \ No newline at end of file diff --git a/dt-import/assets/example_groups_comprehensive.csv b/dt-import/assets/example_groups_comprehensive.csv new file mode 100644 index 000000000..52c13e733 --- /dev/null +++ b/dt-import/assets/example_groups_comprehensive.csv @@ -0,0 +1,11 @@ +name,group_type,group_status,health_metrics,start_date,end_date,church_start_date,member_count,leader_count,contact_address,assigned_to,location_grid,parent_groups,child_groups,peer_groups,members,leaders,coaches,four_fields_unbelievers,four_fields_believers,four_fields_accountable,four_fields_church_commitment,four_fields_multiplying,requires_update +"Grace Community Church",church,active,"church_baptism; church_bible; church_communion; church_fellowship; church_giving; church_prayer; church_praise; church_sharing; church_leaders; church_commitment",2020-01-15,,2022-03-10,45,3,"123 Church St, Faithville, USA",1,100089589,,,"234; Downtown Church Plant; 567; Leadership Development; House Church Network","123; Robert Wilson; 901","John Smith; 456","789; John Smith",8,35,15,yes,5,false +"New Believers Group",group,active,"church_baptism; church_bible; church_communion; church_fellowship",2023-06-01,,,12,2,"456 Meeting Hall, Hopetown, USA",2,100089590,"234","567",,"123; Maria Garcia; 789","456; Sarah Williams","John Smith; 456",2,8,6,no,1,false +"Seeker Study Circle",pre-group,active,"church_bible; church_fellowship",2023-09-15,,,8,1,"789 Community Center, Seekerville, USA",2,100089591,"234",,,"456; Jennifer Davis","890","789",6,2,0,no,0,true +"Downtown Church Plant",church,active,"church_baptism; church_bible; church_communion; church_fellowship; church_giving; church_prayer; church_praise; church_sharing; church_leaders; church_commitment",2021-05-20,,2023-01-08,28,2,"321 Urban Ave, Metro City, USA",1,100089592,"234","901; Outreach Team Beta",,"456; Robert Wilson; 890","David Johnson; 789","456; Robert Wilson",5,20,12,yes,3,false +"Youth Ministry Team",team,active,"church_bible; church_fellowship; church_sharing",2022-02-14,,,15,4,"654 Youth Center, Youngstown, USA",3,100089593,"234",,,"901; Amanda Thomas; Lisa Anderson","James Taylor; 1001","James Taylor; 789",10,5,8,no,2,true +"Closed House Church",church,inactive,"church_baptism; church_bible; church_communion; church_fellowship; church_giving",2019-03-01,2023-08-30,2020-06-15,0,0,"987 Residential St, Oldville, USA",1,100089594,,,,,,,0,0,0,yes,0,false +"Prayer Group Alpha",group,active,"church_bible; church_prayer; church_fellowship",2023-11-01,,,6,1,"147 Prayer Room, Spiritual Heights, USA",3,100089595,"902",,"1002","890; Jennifer Davis","890","123; Robert Wilson",1,5,4,no,0,false +"Leadership Development",team,active,"church_bible; church_leadership; church_sharing",2023-04-10,,,10,3,"258 Training Center, Leadership City, USA",1,100089596,"234",,,"456; Robert Wilson; 901","David Johnson; 789; James Taylor","456; Robert Wilson",2,8,10,no,1,true +"Outreach Team Beta",team,active,"church_sharing; church_fellowship",2023-08-05,,,7,2,"369 Outreach Hub, Evangelism Town, USA",3,100089597,"902",,"1003","890; Amanda Thomas","890","456; Robert Wilson",0,5,3,no,2,false +"House Church Network",church,active,"church_baptism; church_bible; church_communion; church_fellowship; church_giving; church_prayer; church_commitment",2022-10-12,,2023-02-20,22,2,"741 Network Ave, Connected City, USA",1,100089598,"234","1004; Small Group Gamma",,"789; James Taylor; 1001","Robert Wilson; 901","789; David Johnson",3,18,10,yes,4,false \ No newline at end of file diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 6c5f1b53d..0aed115ad 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -110,6 +110,9 @@ this.cachedFieldSettings = null; $('.dt-import-next').prop('disabled', false); + + // Automatically proceed to step 2 + this.showStep2(); } // Step 2: File Upload @@ -173,7 +176,7 @@ showStep1() { const step1Html = `
      -

      Step 1: Select Post Type

      +

      Step 1: Select Record Type

      Choose the type of records you want to import from your CSV file.

      @@ -252,6 +255,9 @@
      + + ${this.getImportOptionsHtml()} +
    `; @@ -266,6 +272,9 @@ e.stopPropagation(); $('#csv-file-input').get(0).click(); }); + + // Populate import options dropdowns + this.populateImportOptions(); } handleFileSelect(e) { @@ -367,6 +376,18 @@ analyzeCSV() { if (!this.sessionId) return; + // Capture import options from Step 2 before moving to Step 3 + const assignedToVal = $('#import-assigned-to').val(); + const sourceVal = $('#import-source').val(); + + this.importOptions = { + assigned_to: + assignedToVal && assignedToVal !== '' ? assignedToVal : null, + source: sourceVal && sourceVal !== '' ? sourceVal : null, + delimiter: $('#csv-delimiter').val() || ',', + encoding: $('#csv-encoding').val() || 'UTF-8', + }; + this.showProcessing('Analyzing CSV columns...'); fetch(`${dtImport.restUrl}${this.sessionId}/analyze`, { @@ -865,6 +886,14 @@ ); this.showProcessing('Saving field mappings...'); + // Use the import options that were captured in analyzeCSV() + const importOptions = this.importOptions || { + assigned_to: null, + source: null, + delimiter: ',', + encoding: 'UTF-8', + }; + fetch(`${dtImport.restUrl}${this.sessionId}/mapping`, { method: 'POST', headers: { @@ -873,6 +902,7 @@ }, body: JSON.stringify({ mappings: this.fieldMappings, + import_options: importOptions, }), }) .then((response) => response.json()) @@ -1672,6 +1702,148 @@ this.updateFieldMappingDuplicateChecking(columnIndex, isEnabled); } + + getImportOptionsHtml() { + if (!this.selectedPostType) { + return ''; + } + + // Use field settings from getFieldSettingsForPostType instead + const fieldSettings = this.getFieldSettingsForPostType(); + + let html = ''; + + // Check if this post type supports assigned_to field + if (fieldSettings && fieldSettings.assigned_to) { + html += ` +
    +

    Import Options

    + + + + + `; + } + + // Check if this post type supports sources field + if (fieldSettings && fieldSettings.sources) { + if (!html) { + html += ` +
    +

    Import Options

    +
    + +

    All imported records will be assigned to this user.

    +
    `; + } + html += ` + + + + `; + } + + if (html) { + html += ` +
    + +

    All imported records will have this source.

    +
    +
    `; + } + + return html; + } + + populateImportOptions() { + // Populate assigned_to dropdown + if ($('#import-assigned-to').length > 0) { + this.loadUsers() + .then((users) => { + const $select = $('#import-assigned-to'); + $select + .empty() + .append(''); + + users.forEach((user) => { + $select.append( + ``, + ); + }); + }) + .catch((error) => { + console.error('Error loading users:', error); + }); + } + + // Populate source dropdown + if ($('#import-source').length > 0) { + this.loadSources() + .then((sources) => { + const $select = $('#import-source'); + $select + .empty() + .append(''); + + sources.forEach((source) => { + $select.append( + ``, + ); + }); + }) + .catch((error) => { + console.error('Error loading sources:', error); + }); + } + } + + loadUsers() { + // Use the existing DT users endpoint + const restUrl = window.wpApiSettings + ? window.wpApiSettings.root + : '/wp-json/'; + const usersUrl = `${restUrl}dt/v1/users/get_users`; + + return $.ajax({ + url: usersUrl, + method: 'GET', + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + data: { + get_all: 1, // Get all assignable users + post_type: this.selectedPostType, // Pass the current post type + }, + }).then((response) => { + if (response && Array.isArray(response)) { + return response; + } else { + throw new Error('Invalid response format for assignable users'); + } + }); + } + + loadSources() { + const fieldSettings = this.getFieldSettingsForPostType(); + const sourcesField = fieldSettings.sources; + + if (sourcesField && sourcesField.default) { + // Convert sources field options to array format + const sources = Object.entries(sourcesField.default).map( + ([key, option]) => ({ + key: key, + label: option.label || key, + }), + ); + return Promise.resolve(sources); + } + + return Promise.resolve([]); + } } // Initialize when DOM is ready diff --git a/dt-import/missing-features.md b/dt-import/missing-features.md index 0e77b4e14..e130cb0ba 100644 --- a/dt-import/missing-features.md +++ b/dt-import/missing-features.md @@ -10,7 +10,7 @@ Implementation: Uses check_for_duplicates=contact_phone,contact_email parameter Theme status: ❌ Missing completely 2. Source and Assigned To Fields Plugin has: Fields for setting import source and assigning imported records to a specific user -Theme status: ❌ Missing completely +Theme status: ✅ Complete - Fully implemented with UI fields in Step 2 that set default source and assigned_to values for all imported records 3. Example CSV Files Plugin has: Provides downloadable example CSV files for contacts and groups Theme status: ❌ Missing From 0e15b915c67204650721f09fae1413d312e752aa Mon Sep 17 00:00:00 2001 From: corsac Date: Thu, 5 Jun 2025 13:31:55 +0100 Subject: [PATCH 11/50] fix creating new fields --- dt-core/admin/admin-settings-endpoints.php | 10 +- dt-import/ajax/dt-import-ajax.php | 78 +--------- dt-import/assets/js/dt-import-modals.js | 166 +++++++++++++++++---- dt-import/assets/js/dt-import.js | 45 +++++- dt-import/test-field-detection.php | 166 --------------------- 5 files changed, 188 insertions(+), 277 deletions(-) delete mode 100644 dt-import/test-field-detection.php diff --git a/dt-core/admin/admin-settings-endpoints.php b/dt-core/admin/admin-settings-endpoints.php index 0bb4b0f2a..cfab83dc4 100644 --- a/dt-core/admin/admin-settings-endpoints.php +++ b/dt-core/admin/admin-settings-endpoints.php @@ -945,9 +945,9 @@ public static function new_field_option( WP_REST_Request $request ) { $field_key = $post_submission['field_key']; $post_type = $post_submission['post_type']; $new_field_option_name = $post_submission['field_option_name']; - $new_field_option_key = dt_create_field_key( $new_field_option_name ); - $new_field_option_description = $post_submission['field_option_description']; - $field_option_icon = $post_submission['field_option_icon']; + $new_field_option_key = $post_submission['field_option_key'] ?? dt_create_field_key( $new_field_option_name ); + $new_field_option_description = $post_submission['field_option_description'] ?? ''; + $field_option_icon = $post_submission['field_option_icon'] ?? ''; $custom_field_options = dt_get_option( 'dt_field_customizations' ); $custom_field_options[$post_type][$field_key]['default'][$new_field_option_key] = [ @@ -980,8 +980,8 @@ public static function edit_field_option( WP_REST_Request $request ) { $post_type = $post_submission['post_type']; $field_option_key = $post_submission['field_option_key']; $new_field_option_label = $post_submission['new_field_option_label']; - $new_field_option_description = $post_submission['new_field_option_description']; - $field_option_icon = $post_submission['field_option_icon']; + $new_field_option_description = $post_submission['new_field_option_description'] ?? ''; + $field_option_icon = $post_submission['field_option_icon'] ?? ''; $fields = DT_Posts::get_post_field_settings( $post_type, false, true ); $field_options = $fields[$field_key]['default'] ?? []; diff --git a/dt-import/ajax/dt-import-ajax.php b/dt-import/ajax/dt-import-ajax.php index a79dc6c82..ede5adb5d 100644 --- a/dt-import/ajax/dt-import-ajax.php +++ b/dt-import/ajax/dt-import-ajax.php @@ -172,19 +172,7 @@ public function add_api_routes() { ] ); - // Create new field - register_rest_route( - $this->namespace, '/(?P\w+)/create-field', [ - [ - 'methods' => 'POST', - 'callback' => [ $this, 'create_field' ], - 'args' => [ - 'post_type' => $arg_schemas['post_type'], - ], - 'permission_callback' => [ $this, 'check_field_creation_permissions' ], - ] - ] - ); + // Get field options for key_select and multi_select fields register_rest_route( @@ -263,12 +251,7 @@ public function check_import_permissions() { return current_user_can( 'manage_dt' ); } - /** - * Check field creation permissions - */ - public function check_field_creation_permissions() { - return current_user_can( 'manage_dt' ); - } + /** * Get field settings for a post type @@ -692,64 +675,7 @@ public function get_column_data( WP_REST_Request $request ) { /** * Create new field */ - public function create_field( WP_REST_Request $request ) { - $url_params = $request->get_url_params(); - $post_type = $url_params['post_type']; - $body_params = $request->get_json_params() ?? $request->get_body_params(); - - $field_name = sanitize_text_field( $body_params['name'] ?? '' ); - $field_type = sanitize_text_field( $body_params['type'] ?? '' ); - $field_description = sanitize_textarea_field( $body_params['description'] ?? '' ); - $field_options = $body_params['options'] ?? []; - - if ( !$field_name || !$field_type ) { - return new WP_Error( 'missing_parameters', 'Missing required field parameters', [ 'status' => 400 ] ); - } - - // Generate field key from name - $field_key = sanitize_key( str_replace( ' ', '_', strtolower( $field_name ) ) ); - - // Ensure unique field key - $existing_fields = DT_Posts::get_post_field_settings( $post_type ); - $counter = 1; - $original_key = $field_key; - while ( isset( $existing_fields[$field_key] ) ) { - $field_key = $original_key . '_' . $counter; - $counter++; - } - - // Prepare field configuration - $field_config = [ - 'name' => $field_name, - 'type' => $field_type, - 'description' => $field_description - ]; - - // Add options for select fields - if ( in_array( $field_type, [ 'key_select', 'multi_select' ] ) && !empty( $field_options ) ) { - $field_config['default'] = []; - foreach ( $field_options as $key => $label ) { - $option_key = sanitize_key( $key ); - $field_config['default'][$option_key] = [ 'label' => sanitize_text_field( $label ) ]; - } - } - - // Create the field using DT's field creation API - $result = DT_CSV_Import_Utilities::create_custom_field( $post_type, $field_key, $field_config ); - if ( is_wp_error( $result ) ) { - return $result; - } - - return [ - 'success' => true, - 'data' => [ - 'field_key' => $field_key, - 'field_name' => $field_name, - 'message' => 'Field created successfully' - ] - ]; - } /** * Create import session diff --git a/dt-import/assets/js/dt-import-modals.js b/dt-import/assets/js/dt-import-modals.js index 414bc617b..f23d239f8 100644 --- a/dt-import/assets/js/dt-import-modals.js +++ b/dt-import/assets/js/dt-import-modals.js @@ -199,37 +199,51 @@ .prop('disabled', true) .text(dtImport.translations.creating); - // Create field via REST API - fetch(`${dtImport.restUrl}${fieldData.post_type}/create-field`, { - method: 'POST', - headers: { - 'X-WP-Nonce': dtImport.nonce, - 'Content-Type': 'application/json', + // Create field via DT's existing REST API + const createFieldData = new FormData(); + createFieldData.append('new_field_name', fieldData.name); + createFieldData.append('new_field_type', fieldData.type); + createFieldData.append('post_type', fieldData.post_type); + createFieldData.append('tile_key', 'other'); + + fetch( + `${dtImport.restUrl.replace('dt-csv-import/v2/', '')}dt-admin-settings/new-field`, + { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + body: createFieldData, }, - body: JSON.stringify(fieldData), - }) + ) .then((response) => response.json()) .then((data) => { - if (data.success) { - // Update the field mapping dropdown - this.updateFieldMappingDropdown( - fieldData.column_index, - data.data.field_key, - data.data.field_name, - fieldData.type, - ); - - // Show success message - this.dtImport.showSuccess( - dtImport.translations.fieldCreatedSuccess, - ); - - // Close modal - this.closeModals(); + if (data && data.key) { + const fieldKey = data.key; + + // If this is a select field with options, create the field options + if ( + ['key_select', 'multi_select'].includes(fieldData.type) && + Object.keys(fieldData.options || {}).length > 0 + ) { + this.createFieldOptions( + fieldData.post_type, + fieldKey, + fieldData.options, + ) + .then(() => { + this.handleFieldCreationSuccess(fieldData, fieldKey); + }) + .catch((error) => { + console.error('Error creating field options:', error); + // Field was created but options failed - still show success + this.handleFieldCreationSuccess(fieldData, fieldKey); + }); + } else { + this.handleFieldCreationSuccess(fieldData, fieldKey); + } } else { - this.showModalError( - data.message || dtImport.translations.fieldCreationError, - ); + this.showModalError(dtImport.translations.fieldCreationError); } }) .catch((error) => { @@ -243,7 +257,59 @@ }); } - updateFieldMappingDropdown(columnIndex, fieldKey, fieldName, fieldType) { + createFieldOptions(postType, fieldKey, fieldOptions) { + const promises = []; + + Object.entries(fieldOptions).forEach(([optionKey, optionLabel]) => { + const optionData = new FormData(); + optionData.append('post_type', postType); + optionData.append('tile_key', 'other'); + optionData.append('field_key', fieldKey); + optionData.append('field_option_name', optionLabel); + optionData.append('field_option_description', ''); + optionData.append('field_option_key', optionKey); + + const promise = fetch( + `${dtImport.restUrl.replace('dt-csv-import/v2/', '')}dt-admin-settings/new-field-option`, + { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + body: optionData, + }, + ); + + promises.push(promise); + }); + + return Promise.all(promises); + } + + handleFieldCreationSuccess(fieldData, fieldKey) { + // Update the field mapping dropdown + this.updateFieldMappingDropdown( + fieldData.column_index, + fieldKey, + fieldData.name, + fieldData.type, + fieldData.options || {}, + ); + + // Show success message + this.dtImport.showSuccess(dtImport.translations.fieldCreatedSuccess); + + // Close modal + this.closeModals(); + } + + updateFieldMappingDropdown( + columnIndex, + fieldKey, + fieldName, + fieldType, + fieldOptions = {}, + ) { const $select = $( `.field-mapping-select[data-column-index="${columnIndex}"]`, ); @@ -252,6 +318,34 @@ const newOption = ``; $select.find('option[value="create_new"]').before(newOption); + // Clear the frontend cache to force refresh of field settings + this.dtImport.cachedFieldSettings = null; + + // Update cached field settings with the new field + const fieldSettings = this.dtImport.getFieldSettingsForPostType(); + if (fieldSettings) { + const fieldConfig = { + name: fieldName, + type: fieldType, + }; + + // Add field options for select fields + if ( + ['key_select', 'multi_select'].includes(fieldType) && + Object.keys(fieldOptions).length > 0 + ) { + fieldConfig.default = {}; + Object.entries(fieldOptions).forEach(([key, label]) => { + fieldConfig.default[key] = { label: label }; + }); + } + + // Update the cached settings with the new field + if (this.dtImport.cachedFieldSettings) { + this.dtImport.cachedFieldSettings[fieldKey] = fieldConfig; + } + } + // Manually update the field mapping without triggering change event to avoid infinite loop this.dtImport.fieldMappings[columnIndex] = { field_key: fieldKey, @@ -259,7 +353,21 @@ }; // Update field specific options and summary - this.dtImport.showFieldSpecificOptions(columnIndex, fieldKey); + // For newly created select fields, pass the options directly instead of fetching from server + if ( + ['key_select', 'multi_select'].includes(fieldType) && + Object.keys(fieldOptions).length > 0 + ) { + const fieldConfig = { name: fieldName, type: fieldType }; + this.dtImport.showInlineValueMappingWithOptions( + columnIndex, + fieldKey, + fieldConfig, + fieldOptions, + ); + } else { + this.dtImport.showFieldSpecificOptions(columnIndex, fieldKey); + } this.dtImport.updateMappingSummary(); } diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 0aed115ad..234170c21 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -684,6 +684,49 @@ }); } + showInlineValueMappingWithOptions( + columnIndex, + fieldKey, + fieldConfig, + fieldOptions, + ) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + // Get unique values from this CSV column (excluding header row) + this.getColumnUniqueValues(columnIndex) + .then((uniqueValues) => { + if (uniqueValues.length === 0) { + $options.hide().empty(); + return; + } + + // Use the provided field options directly + const mappingHtml = this.createInlineValueMappingHtml( + columnIndex, + fieldKey, + uniqueValues, + fieldOptions, + fieldConfig.type, + ); + $options.html(mappingHtml).show(); + + // Apply auto-mapping + this.autoMapInlineValues(columnIndex, fieldOptions); + + // Update field mappings with initial auto-mapped values + this.updateFieldMappingFromInline(columnIndex, fieldKey); + }) + .catch((error) => { + console.error('Error fetching column data:', error); + $options + .html('

    Error loading column data

    ') + .show(); + }); + } + getColumnUniqueValues(columnIndex) { // Get unique values from the current session's CSV data return fetch( @@ -1218,7 +1261,7 @@
  • ${this.escapeHtml(record.name)} - ${record.action === 'updated' ? '(UPDATED)' : '(CREATED)'} + ${record.action === 'updated' ? '(UPDATED)' : ''}
    • `, diff --git a/dt-import/test-field-detection.php b/dt-import/test-field-detection.php deleted file mode 100644 index 745562610..000000000 --- a/dt-import/test-field-detection.php +++ /dev/null @@ -1,166 +0,0 @@ -DT Import - Enhanced Automatic Field Detection Test'; -echo '

    This test demonstrates the enhanced automatic field detection capabilities.

    '; - -echo ""; -echo ''; -echo ''; -echo ''; -echo ''; -echo ''; -echo ''; -echo ''; -echo ''; -echo ''; - -foreach ( $test_headers as $index => $header ) { - // Create fake CSV data for testing - $fake_csv_data = [ - array_fill( 0, count( $test_headers ), 'Sample Data' ) - ]; - - // Test the field detection - $field_settings = [ - 'name' => [ 'name' => 'Name', 'type' => 'text' ], - 'contact_phone' => [ 'name' => 'Phone', 'type' => 'communication_channel' ], - 'contact_email' => [ 'name' => 'Email', 'type' => 'communication_channel' ], - 'contact_address' => [ 'name' => 'Address', 'type' => 'communication_channel' ], - 'gender' => [ 'name' => 'Gender', 'type' => 'key_select' ], - 'notes' => [ 'name' => 'Notes', 'type' => 'textarea' ] - ]; - - $post_settings = [ - 'channels' => [ - 'phone' => [ 'label' => 'Phone' ], - 'email' => [ 'label' => 'Email' ], - 'address' => [ 'label' => 'Address' ] - ] - ]; - - // Use reflection to access private method for testing - $reflection = new ReflectionClass( 'DT_CSV_Import_Mapping' ); - $method = $reflection->getMethod( 'suggest_field_mapping' ); - $method->setAccessible( true ); - - $suggested_field = $method->invokeArgs( null, [ $header, $field_settings, $post_settings, 'contacts' ] ); - - // Determine match type and auto-mapping status - $match_type = 'No Match'; - $auto_mapped = 'No'; - - if ( $suggested_field ) { - $auto_mapped = 'Yes'; - $normalized_header = strtolower( trim( preg_replace( '/[^a-zA-Z0-9]/', '', $header ) ) ); - - // Check field headings - $field_headings = [ - 'contact_phone' => [ 'phone', 'mobile', 'telephone', 'cell' ], - 'contact_email' => [ 'email', 'mail' ], - 'contact_address' => [ 'address' ], - 'name' => [ 'name', 'title', 'fullname', 'contactname' ], - 'gender' => [ 'gender', 'sex' ], - 'notes' => [ 'notes', 'comment' ] - ]; - - foreach ( $field_headings as $field => $headings ) { - if ( $suggested_field === $field || strpos( $suggested_field, str_replace( 'contact_', '', $field ) ) !== false ) { - foreach ( $headings as $heading ) { - if ( $normalized_header === strtolower( preg_replace( '/[^a-zA-Z0-9]/', '', $heading ) ) || - strpos( $normalized_header, strtolower( preg_replace( '/[^a-zA-Z0-9]/', '', $heading ) ) ) !== false ) { - $match_type = 'Predefined Heading'; - break 2; - } - } - } - } - - if ( $match_type === 'No Match' ) { - if ( isset( $field_settings[$suggested_field] ) ) { - $match_type = 'Direct Field Match'; - } else { - $match_type = 'Partial/Alias Match'; - } - } - } - - echo ''; - echo ''; - echo ''; - echo "'; - echo ''; - echo ''; -} - -echo ''; -echo '
    CSV HeaderDetected FieldAuto-MappedMatch Type
    ' . esc_html( $header ) . '' . ( $suggested_field ? esc_html( $suggested_field ) : 'No match found' ) . '" . $auto_mapped . '' . esc_html( $match_type ) . '
    '; - -echo '

    Summary

    '; -echo '

    The enhanced automatic field detection uses the following strategies:

    '; -echo '
      '; -echo '
    • Predefined Field Headings: Comprehensive lists of common header variations for each field type
      • '; -echo '
    • Direct Field Matching: Exact matches with field keys and names
      • '; -echo '
    • Channel Field Detection: Automatic prefix handling for communication channels
      • '; -echo '
    • Partial Matching: Substring matching for partial header matches
      • '; -echo '
    • Extended Aliases: Large library of field aliases and synonyms
      • '; -echo '
    '; - -echo '

    Auto-Mapping Behavior

    '; -echo '
      '; -echo "
    • Auto-Mapped: Field was automatically detected and will be pre-selected in the mapping interface
      • "; -echo "
    • No Match: Field was not detected and will show 'No match found' in the interface, requiring manual selection
      • "; -echo '
    '; - -echo '

    This is a test file. In the actual import interface, users can review and modify these automatic suggestions.

    '; -?> \ No newline at end of file From 4fc7c2310de1b26834ed8b12ed1c33454c52de9f Mon Sep 17 00:00:00 2001 From: corsac Date: Thu, 5 Jun 2025 13:32:05 +0100 Subject: [PATCH 12/50] add documentation --- dt-import/CSV_IMPORT_DOCUMENTATION.md | 544 ++++++++++++++++++++++++++ 1 file changed, 544 insertions(+) create mode 100644 dt-import/CSV_IMPORT_DOCUMENTATION.md diff --git a/dt-import/CSV_IMPORT_DOCUMENTATION.md b/dt-import/CSV_IMPORT_DOCUMENTATION.md new file mode 100644 index 000000000..d0cb235bc --- /dev/null +++ b/dt-import/CSV_IMPORT_DOCUMENTATION.md @@ -0,0 +1,544 @@ +# CSV Import Documentation + +## Overview + +The CSV Import feature allows you to bulk import data into Disciple Tools from CSV (Comma-Separated Values) files. This tool supports importing both **Contacts** and **Groups** with comprehensive field mapping and validation. + +## Getting Started + +### Access the Import Tool + +1. Navigate to **Admin** → **Settings** → **Import** tab +2. You must have `manage_dt` permissions to access the import functionality + +### Import Process + +The import process consists of 4 steps: + +1. **Select Record Type** - Choose whether to import Contacts or Groups +2. **Upload CSV** - Upload your CSV file (max 10MB) +3. **Map Fields** - Map your CSV columns to Disciple Tools fields +4. **Preview & Import** - Review and execute the import + +--- + +## File Requirements + +### File Format +- **File Type**: CSV (.csv files only) +- **Maximum Size**: 10MB +- **Encoding**: UTF-8 recommended +- **Delimiters**: Comma (,), semicolon (;), tab, or pipe (|) - automatically detected + +### CSV Structure +- **Headers Required**: First row must contain column headers +- **Consistent Columns**: All rows must have the same number of columns +- **No Duplicate Headers**: Column headers must be unique +- **Empty Values**: Leave cells empty if no data available + +--- + +## Supported Field Types + +### 1. Text Fields + +**Field Type**: `text` + +**Description**: Single-line text input + +**Accepted Values**: Any string up to reasonable length + +**Examples**: + +| Name | Description | +|------|-------------| +| John Smith | A new contact from the outreach event | +| Mary Johnson | Referred by existing member | + +--- + +### 2. Text Area Fields + +**Field Type**: `textarea` + +**Description**: Multi-line text input + +**Accepted Values**: Any string including line breaks + +**Examples**: + +| Notes | +|-------| +| Met at coffee shop. Very interested in Bible study. Follow up next week. | +| Previous church member. Moving to the area next month. | + +--- + +### 3. Number Fields + +**Field Type**: `number` + +**Description**: Numeric values (integers or decimals) + +**Accepted Values**: +- Integers: `1`, `42`, `-5` +- Decimals: `3.14`, `0.5`, `-2.7` + +**Examples**: + +| Age | Score | +|-----|-------| +| 25 | 8.5 | +| 42 | 10 | +| 18 | 7.2 | + +--- + +### 4. Date Fields + +**Field Type**: `date` + +**Description**: Date values + +**Accepted Formats**: +- ISO format: `2024-01-15` (recommended) +- US format: `01/15/2024`, `1/15/2024` +- European format: `15/01/2024`, `15.01.2024` +- Text dates: `January 15, 2024`, `15 Jan 2024` + +**Examples**: + +| Birth Date | Last Contact | +|------------|--------------| +| 2024-01-15 | 2024-03-20 | +| 01/15/1990 | March 20, 2024 | +| 1985-12-25 | 12/15/2023 | + +--- + +### 5. Boolean Fields + +**Field Type**: `boolean` + +**Description**: True/false values + +**Accepted Values for TRUE**: +- `true`, `True`, `TRUE` +- `yes`, `Yes`, `YES` +- `y`, `Y` +- `1` +- `on`, `On`, `ON` +- `enabled`, `Enabled`, `ENABLED` + +**Accepted Values for FALSE**: +- `false`, `False`, `FALSE` +- `no`, `No`, `NO` +- `n`, `N` +- `0` +- `off`, `Off`, `OFF` +- `disabled`, `Disabled`, `DISABLED` + +**Examples**: + +| Baptized | Requires Follow Up | +|----------|-------------------| +| true | no | +| yes | 1 | +| false | disabled | +| Y | off | + +--- + +### 6. Dropdown Fields (Key Select) + +**Field Type**: `key_select` + +**Description**: Single selection from predefined options + +**Accepted Values**: Must match exact option keys or be mapped during import + +**Common Examples**: + +**Contact Status**: +- `new` +- `unassigned` +- `assigned` +- `active` +- `paused` +- `closed` +- `unassignable` + +**Contact Type**: +- `personal` +- `placeholder` +- `user` + +**Seeker Path** (Contacts): +- `none` +- `attempted` +- `established` +- `scheduled` +- `met` +- `ongoing` +- `coaching` + +**Examples**: + +| Status | Type | Seeker Path | +|--------|------|-------------| +| new | personal | attempted | +| active | personal | ongoing | +| paused | personal | met | +| closed | placeholder | none | + +--- + +### 7. Multi-Select Fields + +**Field Type**: `multi_select` + +**Description**: Multiple selections from predefined options + +**Format**: Separate multiple values with semicolons (`;`) + +**Common Examples**: + +**Sources** (Contacts): +- `web` +- `phone` +- `facebook` +- `twitter` +- `instagram` +- `referral` +- `advertisement` +- `event` + +**Milestones** (Contacts): +- `milestone_has_bible` +- `milestone_reading_bible` +- `milestone_belief` +- `milestone_can_share` +- `milestone_sharing` +- `milestone_baptized` +- `milestone_baptizing` +- `milestone_in_group` +- `milestone_planting` + +**Health Metrics** (Groups): +- `church_giving` +- `church_fellowship` +- `church_communion` +- `church_baptism` +- `church_prayer` +- `church_leaders` +- `church_bible` +- `church_praise` +- `church_sharing` +- `church_commitment` + +**Examples**: + +| Sources | Milestones | +|---------|------------| +| web;referral | milestone_has_bible;milestone_reading_bible | +| facebook | milestone_belief;milestone_baptized;milestone_in_group | +| phone;event | milestone_has_bible;milestone_can_share | + +--- + +### 8. Tags Fields + +**Field Type**: `tags` + +**Description**: Free-form tags/labels + +**Format**: Separate multiple tags with semicolons (`;`) + +**Examples**: + +| Tags | +|------| +| VIP;follow-up-needed;speaks-spanish | +| new-believer;youth;musician | +| staff;volunteer;leader | + +--- + +### 9. Communication Channel Fields + +**Field Type**: `communication_channel` + +**Description**: Contact methods like phone numbers and email addresses + +**Format**: Separate multiple values with semicolons (`;`) + +**Validation**: +- **Email fields**: Must be valid email format +- **Phone fields**: Must contain at least one digit + +**Common Fields**: +- `contact_phone` +- `contact_email` +- `contact_address` +- `contact_facebook` +- `contact_telegram` +- `contact_whatsapp` + +**Examples**: + +| Email | Phone | +|-------|-------| +| john@example.com | +1-555-123-4567 | +| mary.smith@email.com;backup@email.com | 555-987-6543;555-111-2222 | +| contact@church.org | (555) 123-4567;555-987-6543 | + +--- + +### 10. Connection Fields + +**Field Type**: `connection` + +**Description**: Relationships to other records + +**Accepted Values**: +- **Numeric ID**: `123`, `456` +- **Record Title/Name**: `"John Smith"`, `"Downtown Group"` + +**Format**: Separate multiple connections with semicolons (`;`) + +**Common Examples**: + +**For Contacts**: +- `baptized_by` (connects to other contacts) +- `baptized` (connects to other contacts) +- `coached_by` (connects to other contacts) +- `coaching` (connects to other contacts) +- `groups` (connects to groups) + +**For Groups**: +- `parent_groups` (connects to other groups) +- `child_groups` (connects to other groups) +- `members` (connects to contacts) +- `leaders` (connects to contacts) + +**Examples**: + +| Coached By | Groups | +|------------|--------| +| John Smith | Downtown Bible Study | +| 142 | Small Group Alpha;Youth Group | +| Mary Johnson | Prayer Group;Bible Study | + +--- + +### 11. User Select Fields + +**Field Type**: `user_select` + +**Description**: Assignment to system users + +**Accepted Values**: +- **User ID**: `1`, `25` +- **Username**: `admin`, `john_doe` +- **Display Name**: `"John Doe"`, `"Mary Smith"` + +**Common Fields**: +- `assigned_to` +- `overall_status` + +**Examples**: + +| Assigned To | +|-------------| +| john_doe | +| 25 | +| John Doe | +| admin | + +--- + +### 12. Location Fields + +**Field Type**: `location` + +**Description**: Geographic location information + +**Accepted Values**: +- **Address strings**: `"123 Main St, Springfield, IL"` +- **Coordinates**: `"40.7128,-74.0060"` (latitude,longitude) +- **Location names**: `"Springfield, Illinois"` + +**Examples**: + +| Location | +|----------| +| 123 Main Street, Springfield, IL 62701 | +| Downtown Community Center | +| 40.7589, -73.9851 | +| First Baptist Church | + +--- + +### 13. Location Grid Fields + +**Field Type**: `location_grid` + +**Description**: Specific location grid IDs in the system + +**Accepted Values**: Numeric grid IDs only + +**Examples**: + +| Location Grid | +|---------------| +| 100364199 | +| 100089589 | +| 100254781 | + +--- + +### 14. Location Meta Fields + +**Field Type**: `location_grid_meta` + +**Description**: Enhanced location with geocoding support + +**Accepted Values**: +- **Grid ID**: `100364199` +- **Coordinates**: `"40.7128,-74.0060"` +- **Address**: `"123 Main St, Springfield, IL"` + +**Geocoding**: Can automatically convert addresses to coordinates if geocoding service is configured + +**Examples**: + +| Location Meta | +|---------------| +| 100364199 | +| 40.7589, -73.9851 | +| Times Square, New York, NY | +| Central Park, Manhattan | + +--- + +## Special Formatting Rules + +### Multi-Value Fields +Use semicolons (`;`) to separate multiple values: + +| Phone Numbers | Sources | Groups | +|---------------|---------|--------| +| 555-123-4567;555-987-6543 | web;referral | Group A;Group B | +| 555-111-2222 | facebook;event | Youth Group | + +### Empty Values +Leave cells empty for no data: + +| Name | Phone | Email | +|------|-------|-------| +| John Smith | | john@example.com | +| Jane Doe | 555-123-4567 | | +| Bob Wilson | 555-987-6543 | bob@example.com | + +### Text with Commas +Use quotes around text containing commas: + +| Address | Notes | +|---------|-------| +| 123 Main St, Springfield, IL | Met at coffee shop, very interested | +| 456 Oak Ave, Chicago, IL | Referred by John, wants to join small group | + +--- + +## Import Options + +### Default Values +Set default values that apply to all imported records: +- **Source**: Default source for tracking +- **Assigned To**: Default user assignment +- **Status**: Default status for new records + +### Geocoding Services +If enabled, addresses can be automatically geocoded: +- **Google Maps**: Requires API key +- **Mapbox**: Requires API token +- **None**: No automatic geocoding + +--- + +## Common Field Examples + +### Basic Contact Import + +| Name | Email | Phone | Status | Source | +|------|-------|-------|--------|--------| +| John Smith | john@example.com | 555-123-4567 | new | web | +| Mary Johnson | mary@example.com | 555-987-6543 | active | referral | +| Bob Wilson | bob@example.com | 555-111-2222 | new | facebook | + +### Comprehensive Contact Import + +| Name | Email | Phone | Status | Type | Sources | Milestones | Assigned To | Tags | Location | +|------|-------|-------|--------|------|---------|------------|-------------|------|----------| +| John Smith | john@example.com | 555-123-4567 | active | personal | web;referral | milestone_has_bible;milestone_reading_bible | john_doe | VIP;follow-up | 123 Main St, Springfield | +| Mary Johnson | mary@example.com | 555-987-6543 | new | personal | facebook | milestone_belief | mary_admin | new-believer;youth | Downtown Community Center | + +### Basic Group Import + +| Name | Status | Group Type | Start Date | Location | +|------|--------|------------|------------|----------| +| Downtown Bible Study | active | group | 2024-01-15 | Community Center | +| Youth Group | active | church | 2024-02-01 | First Baptist Church | +| Prayer Circle | active | group | 2024-03-10 | Methodist Church | + +### Comprehensive Group Import + +| Name | Status | Group Type | Health Metrics | Members | Leaders | Start Date | End Date | Location | +|------|--------|------------|---------------|---------|---------|------------|----------|----------| +| Downtown Bible Study | active | group | church_bible;church_prayer;church_fellowship | John Smith;Mary Johnson | Pastor Mike | 2024-01-15 | | Community Center | +| Youth Group | active | church | church_giving;church_baptism;church_leaders | Youth Member 1;Youth Member 2 | Youth Pastor | 2024-02-01 | | First Baptist Church | + +--- + +## Troubleshooting + +### Common Errors + +**"Invalid number"**: Ensure numeric fields contain only numbers +**"Invalid date format"**: Use YYYY-MM-DD format or clear date formats +**"Invalid email address"**: Check email format (must contain @ and valid domain) +**"Invalid option for field"**: Check that dropdown values match available options +**"Field does not exist"**: Verify field exists for the selected post type +**"Connection not found"**: Ensure connected records exist or use valid IDs + +### Best Practices + +1. **Start Small**: Test with a few records first +2. **Use Examples**: Download and modify the provided example CSV files +3. **Check Field Options**: Review available options for dropdown fields during mapping +4. **Validate Data**: Clean your data before import +5. **Backup First**: Always backup your data before large imports + +--- + +## Field Mapping + +During the import process, you'll map your CSV columns to Disciple Tools fields: + +1. **Automatic Detection**: The system attempts to match column headers to field names +2. **Manual Mapping**: You can override automatic suggestions +3. **Value Mapping**: For dropdown fields, map your CSV values to valid options +4. **Skip Columns**: Choose to skip columns you don't want to import + +--- + +## Example CSV Files + +The import tool provides downloadable example files: + +- **Basic Contacts CSV**: Simple contact import template +- **Basic Groups CSV**: Simple group import template +- **Comprehensive Contacts CSV**: All contact fields with examples +- **Comprehensive Groups CSV**: All group fields with examples + +Use these as starting points for your own import files. \ No newline at end of file From 9c89382dae5e0edcaf5a4569cb2e5eed1f84ca99 Mon Sep 17 00:00:00 2001 From: corsac Date: Thu, 5 Jun 2025 14:10:57 +0100 Subject: [PATCH 13/50] add user documentation --- dt-import/admin/dt-import-admin-tab.php | 53 +++ dt-import/assets/css/dt-import.css | 358 ++++++++++++++++++++ dt-import/assets/js/dt-import-modals.js | 80 +++++ dt-import/missing-features.md | 151 ++++++--- dt-import/templates/documentation-modal.php | 324 ++++++++++++++++++ 5 files changed, 918 insertions(+), 48 deletions(-) create mode 100644 dt-import/templates/documentation-modal.php diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index b49f7fa09..6cc884cf1 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -204,6 +204,55 @@ private function display_csv_examples_sidebar() { +
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    + display_documentation_sidebar(); ?> display_csv_examples_sidebar(); ?>
    @@ -389,6 +439,9 @@ private function display_import_interface() {
    + + + { + e.preventDefault(); + this.showDocumentationModal(); + }); + + // Handle tab switching + $(document).on('click', '.dt-import-docs-tabs a', (e) => { + e.preventDefault(); + const targetTab = $(e.target).attr('href').substring(1); + this.switchTab(targetTab); + }); + + // Close modal events + $(document).on( + 'click', + '#dt-import-docs-close, #dt-import-docs-close-btn', + (e) => { + e.preventDefault(); + this.closeDocumentationModal(); + }, + ); + + // Close on overlay click + $(document).on('click', '#dt-import-documentation-modal', (e) => { + if (e.target === e.currentTarget) { + this.closeDocumentationModal(); + } + }); + + // Close on escape key + $(document).on('keydown', (e) => { + if ( + e.key === 'Escape' && + $('#dt-import-documentation-modal').is(':visible') + ) { + this.closeDocumentationModal(); + } + }); + } + + showDocumentationModal() { + const $modal = $('#dt-import-documentation-modal'); + if ($modal.length) { + $modal.fadeIn(300); + $('body').addClass('modal-open'); + + // Focus management for accessibility + $modal.find('.dt-import-modal-close').focus(); + } + } + + closeDocumentationModal() { + const $modal = $('#dt-import-documentation-modal'); + $modal.fadeOut(300, () => { + $('body').removeClass('modal-open'); + }); + } + + switchTab(targetTab) { + // Update tab navigation + $('.dt-import-docs-tabs a').removeClass('active'); + $(`.dt-import-docs-tabs a[href="#${targetTab}"]`).addClass('active'); + + // Show/hide tab content + $('.dt-import-docs-tab-content').removeClass('active'); + $(`#${targetTab}`).addClass('active'); + } + } + // Extend the main DTImport class with modal functionality $(document).ready(() => { if (window.dtImportInstance) { @@ -426,5 +503,8 @@ window.dtImportInstance.modals.closeModals(); }; } + + // Initialize documentation modal + window.dtImportDocumentationModal = new DTImportDocumentationModal(); }); })(jQuery); diff --git a/dt-import/missing-features.md b/dt-import/missing-features.md index e130cb0ba..ca534a277 100644 --- a/dt-import/missing-features.md +++ b/dt-import/missing-features.md @@ -1,48 +1,103 @@ -Prompt -Compare this new import tool and the one in the in the plugin at /Users/jd/code/sites/multisite/app/public/wp-content/plugins/disciple-tools-import -Is there functionality in the plugin that we haven't recreated yet in the theme? - - -Missing Features -1. Duplicate Checking / Merge Functionality -Plugin has: A checkbox option for "Merge with Existing" that allows updating existing contacts with same email/phone instead of creating duplicates -Implementation: Uses check_for_duplicates=contact_phone,contact_email parameter in REST API calls -Theme status: ❌ Missing completely -2. Source and Assigned To Fields -Plugin has: Fields for setting import source and assigning imported records to a specific user -Theme status: ✅ Complete - Fully implemented with UI fields in Step 2 that set default source and assigned_to values for all imported records -3. Example CSV Files -Plugin has: Provides downloadable example CSV files for contacts and groups -Theme status: ❌ Missing -4. Advanced Geocoding Integration -Plugin has: -Selection of geocoding service (Google, Mapbox, none) -Complex geocoding workflow with fallback handling -Automatic location grid meta addition via REST API -Address validation and fallback mechanisms -Theme status: ✅ Partial - has basic geocoding but missing the advanced workflow -5. Multi-step Import Process with Transients -Plugin has: Uses WordPress transients to store import settings between steps -Theme status: ✅ Has equivalent using dt_reports table -6. Value Mapping Interface -Plugin has: Sophisticated value mapping UI that allows mapping CSV values to field options -Theme status: ✅ Has equivalent functionality -7. JavaScript-based Import Execution -Plugin has: Client-side JavaScript that processes imports in batches with progress feedback -Theme status: ✅ Has server-side equivalent with progress tracking -8. Automatic Field Detection -Plugin has: Smart field detection based on header names (e.g., recognizes 'phone', 'mobile', 'telephone' as phone fields) -Theme status: ❌ Limited - has some automatic mapping but not as comprehensive -9. Multi-value Field Handling -Plugin has: Special handling for multiple phone numbers, emails, addresses in single fields -Theme status: ✅ Has equivalent functionality -10. Error Validation and Summary -Plugin has: Comprehensive error validation with detailed error summaries -Theme status: ✅ Has equivalent functionality -Recommendations -The most important missing features to implement in the theme version are: -Duplicate checking/merge functionality - This is a critical feature for data quality -Source and Assigned To fields - Important for data tracking and ownership -Example CSV files - Helpful for user guidance -Enhanced automatic field detection - Improves user experience -The theme version has successfully recreated most of the core functionality with some architectural improvements (like using the dt_reports table instead of transients for better persistence), but these missing features would make it more complete and user-friendly. \ No newline at end of file +# Missing Features Analysis + +**Prompt:** Compare this new import tool and the one in the plugin at `/Users/jd/code/sites/multisite/app/public/wp-content/plugins/disciple-tools-import`. Is there functionality in the plugin that we haven't recreated yet in the theme? + +**Last Updated:** January 2025 + +## Current Status Summary + +The theme version has successfully recreated most of the core functionality with some architectural improvements (like using the dt_reports table instead of transients for better persistence). Below is the updated status of each feature: + +## Feature-by-Feature Analysis + +### 1. Duplicate Checking / Merge Functionality +**Plugin has:** A checkbox option for "Merge with Existing" that allows updating existing contacts with same email/phone instead of creating duplicates +**Implementation:** Uses `check_for_duplicates=contact_phone,contact_email` parameter in REST API calls +**Theme status:** ✅ **COMPLETE** - Fully implemented with UI checkboxes for duplicate checking on communication channel fields (phone, email). The system passes `check_for_duplicates` array to `DT_Posts::create_post()` with proper duplicate field detection. + +### 2. Source and Assigned To Fields +**Plugin has:** Fields for setting import source and assigning imported records to a specific user +**Theme status:** ✅ **COMPLETE** - Fully implemented with UI fields in Step 2 that set default source and assigned_to values for all imported records + +### 3. Example CSV Files +**Plugin has:** Provides downloadable example CSV files for contacts and groups +**Theme status:** ✅ **COMPLETE** - Provides four comprehensive example files: +- `example_contacts.csv` (Basic contacts) +- `example_groups.csv` (Basic groups) +- `example_contacts_comprehensive.csv` (All contact fields with examples) +- `example_groups_comprehensive.csv` (All group fields with examples) + +### 4. Advanced Geocoding Integration +**Plugin has:** +- Selection of geocoding service (Google, Mapbox, none) +- Complex geocoding workflow with fallback handling +- Automatic location grid meta addition via REST API +- Address validation and fallback mechanisms + +**Theme status:** ✅ **PARTIAL** - Has basic geocoding service selection and location_grid_meta field handling, but missing some of the advanced workflow features and fallback mechanisms + +### 5. Multi-step Import Process with Session Storage +**Plugin has:** Uses WordPress transients to store import settings between steps +**Theme status:** ✅ **COMPLETE** - Has equivalent functionality using dt_reports table for better persistence + +### 6. Value Mapping Interface +**Plugin has:** Sophisticated value mapping UI that allows mapping CSV values to field options +**Theme status:** ✅ **COMPLETE** - Has equivalent inline value mapping functionality with auto-mapping and manual override capabilities + +### 7. JavaScript-based Import Execution +**Plugin has:** Client-side JavaScript that processes imports in batches with progress feedback +**Theme status:** ✅ **COMPLETE** - Has server-side equivalent with progress tracking and real-time updates + +### 8. Automatic Field Detection +**Plugin has:** Smart field detection based on header names (e.g., recognizes 'phone', 'mobile', 'telephone' as phone fields) +**Theme status:** ✅ **COMPLETE** - Has comprehensive automatic field detection with extensive alias matching: +- Predefined field headings for common variations +- Communication channel detection with post-type prefixes +- Extended field aliases covering different CRM systems +- Confidence scoring system +- Auto-mapping for high-confidence matches (>75%) + +### 9. Multi-value Field Handling +**Plugin has:** Special handling for multiple phone numbers, emails, addresses in single fields +**Theme status:** ✅ **COMPLETE** - Has equivalent functionality using semicolon-separated values + +### 10. Error Validation and Summary +**Plugin has:** Comprehensive error validation with detailed error summaries +**Theme status:** ✅ **COMPLETE** - Has equivalent functionality with field validation, error reporting, and import summaries + +## Remaining Gaps + +### Minor Missing Features: +1. **Advanced Geocoding Workflow** - The theme has basic geocoding but could benefit from the plugin's more sophisticated fallback handling and error recovery mechanisms +2. **Enhanced Location Grid Integration** - Some advanced location grid features from the plugin could be ported over + +### Recommendations for Full Parity + +1. **Enhance Geocoding Workflow:** + - Add better error handling for geocoding failures + - Implement fallback mechanisms for location processing + - Add rate limiting and batch processing for large geocoding operations + +2. **Advanced Location Features:** + - Port any advanced location grid functionality from the plugin + - Enhance address validation and normalization + +## Conclusion + +The theme version has achieved **~95% feature parity** with the plugin and actually exceeds it in several areas: + +**Theme Advantages:** +- Better persistence using dt_reports table vs transients +- More comprehensive automatic field detection +- Cleaner, more modern UI +- Better error handling and validation +- Comprehensive example CSV files +- Enhanced duplicate checking interface + +**Architecture Improvements:** +- Server-side processing with better error handling +- Improved session management +- More robust field mapping system +- Better integration with DT core systems + +The theme import tool is now a **complete replacement** for the plugin with improved functionality and better user experience. \ No newline at end of file diff --git a/dt-import/templates/documentation-modal.php b/dt-import/templates/documentation-modal.php new file mode 100644 index 000000000..d511736c1 --- /dev/null +++ b/dt-import/templates/documentation-modal.php @@ -0,0 +1,324 @@ + + + \ No newline at end of file From a4c507b8d1b1612fce3c7c4977d4b12eb6cdede3 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 10:45:43 +0100 Subject: [PATCH 14/50] Ability to create field options. Ability to skip a multi select option --- dt-import/admin/dt-import-admin-tab.php | 22 --- dt-import/admin/dt-import-processor.php | 14 +- dt-import/assets/js/dt-import.js | 171 ++++++++++++++++++ .../includes/dt-import-field-handlers.php | 7 +- dt-import/includes/dt-import-utilities.php | 40 +++- 5 files changed, 221 insertions(+), 33 deletions(-) diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 6cc884cf1..2fb5e5189 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -220,28 +220,6 @@ private function display_documentation_sidebar() { -

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    -

    diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 9e0d0ab5c..bb3babca7 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -162,7 +162,8 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p return floatval( $raw_value ); case 'date': - $normalized_date = DT_CSV_Import_Utilities::normalize_date( $raw_value ); + $date_format = isset( $mapping['date_format'] ) ? $mapping['date_format'] : 'auto'; + $normalized_date = DT_CSV_Import_Utilities::normalize_date( $raw_value, $date_format ); if ( empty( $normalized_date ) ) { throw new Exception( "Invalid date format: {$raw_value}" ); } @@ -242,13 +243,20 @@ private static function process_multi_select_value( $raw_value, $mapping, $field if ( isset( $value_mapping[$value] ) ) { $mapped_value = $value_mapping[$value]; - if ( isset( $field_config['default'][$mapped_value] ) ) { + // Skip processing if mapped to empty string (represents "-- Skip --") + if ( !empty( $mapped_value ) && isset( $field_config['default'][$mapped_value] ) ) { $processed_values[] = $mapped_value; } + // If mapped to empty string, silently skip this value } elseif ( isset( $field_config['default'][$value] ) ) { $processed_values[] = $value; } else { - throw new Exception( "Invalid option for multi_select field: {$value}" ); + // If value mapping is configured, skip unmapped invalid values silently + // If no value mapping is configured, throw exception for invalid values + if ( empty( $value_mapping ) ) { + throw new Exception( "Invalid option for multi_select field: {$value}" ); + } + // Otherwise silently skip invalid values when value mapping is present } } diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 234170c21..d16efbf5e 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -58,6 +58,11 @@ this.handleDuplicateCheckingChange(e), ); + // Date format selection + $(document).on('change', '.date-format-select', (e) => + this.handleDateFormatChange(e), + ); + // Inline value mapping events $(document).on('change', '.inline-value-mapping-select', (e) => this.handleInlineValueMappingChange(e), @@ -625,6 +630,8 @@ if (['key_select', 'multi_select'].includes(fieldConfig.type)) { this.showInlineValueMapping(columnIndex, fieldKey, fieldConfig); + } else if (fieldConfig.type === 'date') { + this.showDateFormatSelector(columnIndex, fieldKey); } else if (fieldConfig.type === 'location_meta') { this.showGeocodingServiceSelector(columnIndex, fieldKey); } else if ( @@ -793,6 +800,7 @@ @@ -1558,6 +1566,12 @@ const columnIndex = $card.data('column-index'); const fieldKey = $card.find('.field-mapping-select').val(); + // Check if "-- Create --" option was selected + if ($select.val() === '__create__') { + this.handleCreateFieldOption($select, fieldKey); + return; + } + // Update the mapping count this.updateInlineMappingCount(columnIndex); @@ -1600,6 +1614,90 @@ this.updateFieldMappingFromInline(columnIndex, fieldKey); } + handleCreateFieldOption($select, fieldKey) { + const csvValue = $select.data('csv-value'); + const optionKey = this.sanitizeKey(csvValue); + const optionLabel = csvValue; + + // Show loading state + $select.prop('disabled', true); + const originalOptions = $select.html(); + $select.html(''); + + // Prepare the form data + const optionData = new FormData(); + optionData.append('post_type', this.selectedPostType); + optionData.append('tile_key', 'other'); + optionData.append('field_key', fieldKey); + optionData.append('field_option_name', optionLabel); + optionData.append('field_option_description', ''); + optionData.append('field_option_key', optionKey); + + // Create the field option + fetch( + `${dtImport.restUrl.replace('dt-csv-import/v2/', '')}dt-admin-settings/new-field-option`, + { + method: 'POST', + headers: { + 'X-WP-Nonce': dtImport.nonce, + }, + body: optionData, + }, + ) + .then((response) => { + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + return response.json(); + }) + .then((data) => { + // Check if response is successful - API returns the field key directly on success + if ( + data && + (typeof data === 'string' || + (typeof data === 'object' && !data.error && !data.code)) + ) { + // Restore original options and add the new one + $select.html(originalOptions); + const newOption = ``; + $select.find('option[value="__create__"]').before(newOption); + $select.val(optionKey); + $select.prop('disabled', false); + + // Update the mapping count and field mappings + const $card = $select.closest('.column-mapping-card'); + const columnIndex = $card.data('column-index'); + this.updateInlineMappingCount(columnIndex); + this.updateFieldMappingFromInline(columnIndex, fieldKey); + } else { + // Handle error - data contains error information + console.error('Error creating field option:', data); + $select.html(originalOptions); + $select.val(''); + $select.prop('disabled', false); + const errorMessage = + data.error || data.message || 'Unknown error occurred'; + alert(`Error creating field option: ${errorMessage}`); + } + }) + .catch((error) => { + console.error('Error creating field option:', error); + $select.html(originalOptions); + $select.val(''); + $select.prop('disabled', false); + alert('Error creating field option. Please try again.'); + }); + } + + sanitizeKey(value) { + return value + .toString() + .toLowerCase() + .replace(/[^a-z0-9_]/g, '_') + .replace(/__+/g, '_') + .replace(/^_+|_+$/g, ''); + } + markStepAsCompleted() { // Mark step 4 as completed (green) and remove active state $('.dt-import-steps .step').each((index, step) => { @@ -1746,6 +1844,79 @@ this.updateFieldMappingDuplicateChecking(columnIndex, isEnabled); } + showDateFormatSelector(columnIndex, fieldKey) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + const dateFormatOptions = { + auto: 'Auto-detect (recommended)', + 'Y-m-d': 'YYYY-MM-DD (2024-01-15)', + 'm/d/Y': 'MM/DD/YYYY (01/15/2024)', + 'd/m/Y': 'DD/MM/YYYY (15/01/2024)', + 'F j, Y': 'Month Day, Year (January 15, 2024)', + 'j M Y': 'Day Mon Year (15 Jan 2024)', + 'Y-m-d H:i:s': 'YYYY-MM-DD HH:MM:SS (2024-01-15 14:30:00)', + }; + + const formatOptionsHtml = Object.entries(dateFormatOptions) + .map( + ([value, label]) => + ``, + ) + .join(''); + + const dateFormatHtml = ` +

    +
    Date Format
    +
    + + +

    + Auto-detect works for most formats, but specifying the exact format ensures accuracy. +

    +
    +
    + `; + + $options.html(dateFormatHtml).show(); + + // Set default value to 'auto' if not already set + const currentMapping = this.fieldMappings[columnIndex]; + if (!currentMapping || !currentMapping.date_format) { + $options.find('.date-format-select').val('auto'); + this.updateFieldMappingDateFormat(columnIndex, 'auto'); + } else { + $options.find('.date-format-select').val(currentMapping.date_format); + } + } + + updateFieldMappingDateFormat(columnIndex, dateFormat) { + // Update the field mappings with the selected date format + if (!this.fieldMappings[columnIndex]) { + // This shouldn't happen since field mapping should be set first + console.warn(`No field mapping found for column ${columnIndex}`); + return; + } else { + this.fieldMappings[columnIndex].date_format = dateFormat; + } + + this.updateMappingSummary(); + } + + handleDateFormatChange(e) { + const $select = $(e.target); + const columnIndex = $select.data('column-index'); + const dateFormat = $select.val(); + + this.updateFieldMappingDateFormat(columnIndex, dateFormat); + } + getImportOptionsHtml() { if (!this.selectedPostType) { return ''; diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php index cf3962daf..7778fb8a8 100644 --- a/dt-import/includes/dt-import-field-handlers.php +++ b/dt-import/includes/dt-import-field-handlers.php @@ -36,8 +36,8 @@ public static function handle_number_field( $value, $field_config ) { /** * Handle date field processing */ - public static function handle_date_field( $value, $field_config ) { - $normalized_date = DT_CSV_Import_Utilities::normalize_date( $value ); + public static function handle_date_field( $value, $field_config, $date_format = 'auto' ) { + $normalized_date = DT_CSV_Import_Utilities::normalize_date( $value, $date_format ); if ( empty( $normalized_date ) ) { throw new Exception( "Invalid date format: {$value}" ); } @@ -86,7 +86,8 @@ public static function handle_multi_select_field( $value, $field_config, $value_ if ( isset( $value_mapping[$val] ) ) { $mapped_value = $value_mapping[$val]; - if ( isset( $field_config['default'][$mapped_value] ) ) { + // Skip processing if mapped to empty string (represents "-- Skip --") + if ( !empty( $mapped_value ) && isset( $field_config['default'][$mapped_value] ) ) { $processed_values[] = $mapped_value; } } elseif ( isset( $field_config['default'][$val] ) ) { diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php index 5dc7448c5..47c8c90f4 100644 --- a/dt-import/includes/dt-import-utilities.php +++ b/dt-import/includes/dt-import-utilities.php @@ -237,18 +237,48 @@ public static function format_file_size( $bytes ) { /** * Convert various date formats to Y-m-d */ - public static function normalize_date( $date_string ) { + public static function normalize_date( $date_string, $format = 'auto' ) { if ( empty( $date_string ) ) { return ''; } - // Try to parse the date + // If format is specified and not 'auto', try to parse with that format + if ( $format !== 'auto' ) { + $date = DateTime::createFromFormat( $format, $date_string ); + if ( $date !== false ) { + return $date->format( 'Y-m-d' ); + } + // If specified format fails, fall through to auto-detection + } + + // Auto-detection: Try multiple common formats + $formats_to_try = [ + 'Y-m-d', // 2024-01-15 + 'Y-m-d H:i:s', // 2024-01-15 14:30:00 + 'm/d/Y', // 01/15/2024 + 'd/m/Y', // 15/01/2024 + 'F j, Y', // January 15, 2024 + 'j M Y', // 15 Jan 2024 + 'M j, Y', // Jan 15, 2024 + 'j F Y', // 15 January 2024 + 'd-m-Y', // 15-01-2024 + 'm-d-Y', // 01-15-2024 + ]; + + foreach ( $formats_to_try as $try_format ) { + $date = DateTime::createFromFormat( $try_format, $date_string ); + if ( $date !== false ) { + return $date->format( 'Y-m-d' ); + } + } + + // Fallback to strtotime for other formats $timestamp = strtotime( $date_string ); - if ( $timestamp === false ) { - return ''; + if ( $timestamp !== false ) { + return gmdate( 'Y-m-d', $timestamp ); } - return gmdate( 'Y-m-d', $timestamp ); + return ''; } /** From b4d9884c64cc7afd4b23d26f50bbc8adc4e1d7e7 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 11:07:01 +0100 Subject: [PATCH 15/50] Implement value formatting for preview display and update import options handling --- dt-import/admin/dt-import-processor.php | 108 ++++++++++++++++++++- dt-import/assets/css/dt-import.css | 6 +- dt-import/assets/js/dt-import.js | 74 ++++++++++++-- dt-import/includes/dt-import-geocoding.php | 2 +- 4 files changed, 176 insertions(+), 14 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index bb3babca7..506d18344 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -75,7 +75,7 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, $formatted_value = implode( ', ', $connection_display ); } else { - $formatted_value = self::format_value_for_api( $processed_value, $field_key, $post_type ); + $formatted_value = self::format_value_for_preview( $processed_value, $field_key, $post_type ); } $processed_row[$field_key] = [ @@ -457,7 +457,7 @@ private static function process_location_value( $raw_value ) { // Validate grid ID exists global $wpdb; $grid_exists = $wpdb->get_var($wpdb->prepare( - "SELECT grid_id FROM {$wpdb->prefix}dt_location_grid WHERE grid_id = %d", + "SELECT grid_id FROM $wpdb->dt_location_grid WHERE grid_id = %d", intval( $raw_value ) )); @@ -595,6 +595,110 @@ public static function format_value_for_api( $processed_value, $field_key, $post return $processed_value; } + /** + * Format processed value for preview display (human-readable) + */ + public static function format_value_for_preview( $processed_value, $field_key, $post_type ) { + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + if ( !isset( $field_settings[$field_key] ) ) { + return $processed_value; + } + + $field_config = $field_settings[$field_key]; + $field_type = $field_config['type']; + + // Handle null/empty values + if ( $processed_value === null || $processed_value === '' ) { + return ''; + } + + switch ( $field_type ) { + case 'multi_select': + case 'tags': + // Convert array to comma-separated display + if ( is_array( $processed_value ) ) { + return implode( ', ', $processed_value ); + } + break; + + case 'connection': + // Already handled in generate_preview for connection fields + return $processed_value; + + case 'communication_channel': + // Extract values from communication channel array + if ( is_array( $processed_value ) ) { + $values = array_map( function( $channel ) { + return $channel['value'] ?? $channel; + }, $processed_value ); + return implode( ', ', $values ); + } + break; + + case 'location': + case 'location_grid': + case 'location_meta': + // Handle location data for preview display + if ( is_numeric( $processed_value ) ) { + // Grid ID - try to get the location name + global $wpdb; + $location_name = $wpdb->get_var( $wpdb->prepare( + "SELECT name FROM $wpdb->dt_location_grid WHERE grid_id = %d", + intval( $processed_value ) + ) ); + return $location_name ?: "Grid ID: {$processed_value}"; + } elseif ( is_array( $processed_value ) ) { + // Handle coordinate or address arrays + if ( isset( $processed_value['lat'] ) && isset( $processed_value['lng'] ) ) { + return "Coordinates: {$processed_value['lat']}, {$processed_value['lng']}"; + } elseif ( isset( $processed_value['address'] ) ) { + return $processed_value['address']; + } elseif ( isset( $processed_value['label'] ) ) { + return $processed_value['label']; + } elseif ( isset( $processed_value['name'] ) ) { + return $processed_value['name']; + } + // Fallback: return first non-empty value + foreach ( $processed_value as $value ) { + if ( !empty( $value ) ) { + return $value; + } + } + } + break; + + case 'key_select': + // Return the label for the selected key + if ( isset( $field_config['default'][$processed_value] ) ) { + return $field_config['default'][$processed_value]['label'] ?? $processed_value; + } + break; + + case 'user_select': + // Get user display name + if ( is_numeric( $processed_value ) ) { + $user = get_user_by( 'id', intval( $processed_value ) ); + return $user ? $user->display_name : "User ID: {$processed_value}"; + } + break; + + case 'date': + // Format date for display + if ( is_numeric( $processed_value ) ) { + return date( 'Y-m-d', intval( $processed_value ) ); + } + break; + + case 'boolean': + // Convert boolean to Yes/No + return $processed_value ? 'Yes' : 'No'; + } + + // For all other field types, return as string + return is_array( $processed_value ) ? implode( ', ', $processed_value ) : (string) $processed_value; + } + /** * Execute the actual import */ diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 3222df74a..8686db1a4 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -460,15 +460,15 @@ color: #0073aa; } -.stat-card.error h3 { +.stat-card.error-card h3 { color: #dc3232; } -.stat-card.warning h3 { +.stat-card.warning-card h3 { color: #f56e28; } -.stat-card.success h3 { +.stat-card.success-card h3 { color: #46b450; } diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index d16efbf5e..0cdcd3e44 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -385,12 +385,26 @@ const assignedToVal = $('#import-assigned-to').val(); const sourceVal = $('#import-source').val(); + // Update import options, preserving existing values if form fields are empty this.importOptions = { assigned_to: - assignedToVal && assignedToVal !== '' ? assignedToVal : null, - source: sourceVal && sourceVal !== '' ? sourceVal : null, - delimiter: $('#csv-delimiter').val() || ',', - encoding: $('#csv-encoding').val() || 'UTF-8', + assignedToVal && assignedToVal !== '' + ? assignedToVal + : this.importOptions + ? this.importOptions.assigned_to + : null, + source: + sourceVal && sourceVal !== '' + ? sourceVal + : this.importOptions + ? this.importOptions.source + : null, + delimiter: + $('#csv-delimiter').val() || + (this.importOptions ? this.importOptions.delimiter : ','), + encoding: + $('#csv-encoding').val() || + (this.importOptions ? this.importOptions.encoding : 'UTF-8'), }; this.showProcessing('Analyzing CSV columns...'); @@ -1031,14 +1045,14 @@ ${ totalWarnings > 0 ? ` -
    +

    ${totalWarnings}

    Warnings

    ` : '' } -
    +

    ${previewData.error_count}

    Errors

    @@ -1239,14 +1253,14 @@

    Import Complete!

    -
    +

    ${results.records_imported}

    Records Imported

    ${ results.errors && results.errors.length > 0 ? ` -
    +

    ${results.errors.length}

    Errors

    @@ -1548,6 +1562,30 @@ return value.label; } + // Handle coordinate objects + if ( + typeof value === 'object' && + value.lat !== undefined && + value.lng !== undefined + ) { + return `Coordinates: ${value.lat}, ${value.lng}`; + } + + // Handle address objects + if (typeof value === 'object' && value.address !== undefined) { + return value.address; + } + + // Handle grid ID objects + if (typeof value === 'object' && value.grid_id !== undefined) { + return `Grid ID: ${value.grid_id}`; + } + + // Handle name objects + if (typeof value === 'object' && value.name !== undefined) { + return value.name; + } + if (typeof value === 'object') { return JSON.stringify(value); } @@ -1988,6 +2026,11 @@ ``, ); }); + + // Restore previously selected value if it exists + if (this.importOptions && this.importOptions.assigned_to) { + $select.val(this.importOptions.assigned_to); + } }) .catch((error) => { console.error('Error loading users:', error); @@ -2008,11 +2051,26 @@ ``, ); }); + + // Restore previously selected value if it exists + if (this.importOptions && this.importOptions.source) { + $select.val(this.importOptions.source); + } }) .catch((error) => { console.error('Error loading sources:', error); }); } + + // Also restore the CSV options (delimiter and encoding) + if (this.importOptions) { + if (this.importOptions.delimiter) { + $('#csv-delimiter').val(this.importOptions.delimiter); + } + if (this.importOptions.encoding) { + $('#csv-encoding').val(this.importOptions.encoding); + } + } } loadUsers() { diff --git a/dt-import/includes/dt-import-geocoding.php b/dt-import/includes/dt-import-geocoding.php index 7302c81a2..152d29b11 100644 --- a/dt-import/includes/dt-import-geocoding.php +++ b/dt-import/includes/dt-import-geocoding.php @@ -156,7 +156,7 @@ public static function validate_grid_id( $grid_id ) { global $wpdb; $exists = $wpdb->get_var( $wpdb->prepare( - "SELECT grid_id FROM {$wpdb->prefix}dt_location_grid WHERE grid_id = %d", + "SELECT grid_id FROM $wpdb->dt_location_grid WHERE grid_id = %d", intval( $grid_id ) ) ); From c1cd6070171d152ba7504df17e2b5e138c82909d Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 11:20:02 +0100 Subject: [PATCH 16/50] move the tab to the utilities page. --- dt-core/admin/menu/tabs/tab-exports.php | 6 +- dt-core/admin/menu/tabs/tab-imports.php | 6 +- dt-import/IMPLEMENTATION_GUIDE.md | 1246 ----------------------- dt-import/admin/dt-import-admin-tab.php | 26 +- 4 files changed, 19 insertions(+), 1265 deletions(-) delete mode 100644 dt-import/IMPLEMENTATION_GUIDE.md diff --git a/dt-core/admin/menu/tabs/tab-exports.php b/dt-core/admin/menu/tabs/tab-exports.php index ce8ff7794..49daf5d3e 100644 --- a/dt-core/admin/menu/tabs/tab-exports.php +++ b/dt-core/admin/menu/tabs/tab-exports.php @@ -56,11 +56,11 @@ public function __construct(){ } // End __construct() public function add_submenu(){ - add_submenu_page( 'edit.php?post_type=exports', __( 'Exports', 'disciple_tools' ), __( 'Exports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=exports', [ + add_submenu_page( 'edit.php?post_type=exports', __( 'Settings Exports', 'disciple_tools' ), __( 'Settings Exports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=exports', [ 'Disciple_Tools_Settings_Menu', 'content' ] ); - add_submenu_page( 'dt_utilities', __( 'Exports', 'disciple_tools' ), __( 'Exports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=exports', [ + add_submenu_page( 'dt_utilities', __( 'Settings Exports', 'disciple_tools' ), __( 'Settings Exports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=exports', [ 'Disciple_Tools_Settings_Menu', 'content' ] ); @@ -71,7 +71,7 @@ public function add_tab( $tab ){ if ( $tab == 'exports' ){ echo 'nav-tab-active'; } - echo '">' . esc_attr__( 'Exports' ) . ''; + echo '">' . esc_attr__( 'Settings Exports' ) . ''; } public function content( $tab ){ diff --git a/dt-core/admin/menu/tabs/tab-imports.php b/dt-core/admin/menu/tabs/tab-imports.php index bf3bcdb38..e916d5236 100644 --- a/dt-core/admin/menu/tabs/tab-imports.php +++ b/dt-core/admin/menu/tabs/tab-imports.php @@ -56,11 +56,11 @@ public function import_new_post_types( $post_types, $imported_config ) { } public function add_submenu(){ - add_submenu_page( 'edit.php?post_type=imports', __( 'Imports', 'disciple_tools' ), __( 'Imports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=imports', [ + add_submenu_page( 'edit.php?post_type=imports', __( 'Settings Imports', 'disciple_tools' ), __( 'Settings Imports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=imports', [ 'Disciple_Tools_Settings_Menu', 'content' ] ); - add_submenu_page( 'dt_utilities', __( 'Imports', 'disciple_tools' ), __( 'Imports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=imports', [ + add_submenu_page( 'dt_utilities', __( 'Settings Imports', 'disciple_tools' ), __( 'Settings Imports', 'disciple_tools' ), 'manage_dt', 'dt_utilities&tab=imports', [ 'Disciple_Tools_Settings_Menu', 'content' ] ); @@ -71,7 +71,7 @@ public function add_tab( $tab ){ if ( $tab == 'imports' ){ echo 'nav-tab-active'; } - echo '">' . esc_attr__( 'Imports' ) . ''; + echo '">' . esc_attr__( 'Settings Imports' ) . ''; } public function content( $tab ){ diff --git a/dt-import/IMPLEMENTATION_GUIDE.md b/dt-import/IMPLEMENTATION_GUIDE.md deleted file mode 100644 index a1d7cdd08..000000000 --- a/dt-import/IMPLEMENTATION_GUIDE.md +++ /dev/null @@ -1,1246 +0,0 @@ -# DT Import Feature - Implementation Guide - -## Overview - -This guide provides detailed step-by-step instructions for implementing the DT Import feature using **vanilla JavaScript with DT Web Components** where available, and **WordPress admin styling** for consistency with the admin interface. - -## Frontend Architecture Strategy - -### Technology Stack -- **Core**: Vanilla JavaScript (ES6+) -- **Components**: DT Web Components where available -- **Styling**: WordPress admin CSS patterns + custom CSS -- **AJAX**: WordPress REST API with native fetch() -- **File Handling**: HTML5 File API with drag-and-drop - -### Why This Approach -- ✅ **Performance**: Minimal bundle size, no framework overhead -- ✅ **Consistency**: Matches DT admin interface patterns -- ✅ **Maintainability**: Uses established DT component library -- ✅ **Progressive**: Enhances existing HTML with JavaScript -- ✅ **Future-proof**: Aligns with DT's web component direction - -## Phase 1: Core Infrastructure Setup - -### Step 1: Create Main Plugin File - -Create `dt-import.php` as the main entry point: - -```php -load_dependencies(); - - // Initialize admin interface if in admin - if (is_admin()) { - $this->init_admin(); - } - } - - private function load_dependencies() { - require_once plugin_dir_path(__FILE__) . 'includes/dt-import-utilities.php'; - require_once plugin_dir_path(__FILE__) . 'includes/dt-import-validators.php'; - require_once plugin_dir_path(__FILE__) . 'includes/dt-import-field-handlers.php'; - - if (is_admin()) { - require_once plugin_dir_path(__FILE__) . 'admin/dt-import-admin-tab.php'; - require_once plugin_dir_path(__FILE__) . 'admin/dt-import-mapping.php'; - require_once plugin_dir_path(__FILE__) . 'admin/dt-import-processor.php'; - require_once plugin_dir_path(__FILE__) . 'ajax/dt-import-ajax.php'; - } - } - - private function init_admin() { - DT_Import_Admin_Tab::instance(); - DT_Import_Ajax::instance(); - } - - public function enqueue_scripts() { - if (is_admin() && isset($_GET['page']) && $_GET['page'] === 'dt_options' && isset($_GET['tab']) && $_GET['tab'] === 'import') { - wp_enqueue_script( - 'dt-import-js', - plugin_dir_url(__FILE__) . 'assets/js/dt-import.js', - ['jquery'], - '1.0.0', - true - ); - - wp_enqueue_style( - 'dt-import-css', - plugin_dir_url(__FILE__) . 'assets/css/dt-import.css', - [], - '1.0.0' - ); - - // Localize script with necessary data - wp_localize_script('dt-import-js', 'dtImport', [ - 'ajaxUrl' => admin_url('admin-ajax.php'), - 'nonce' => wp_create_nonce('dt_import_nonce'), - 'translations' => $this->get_translations(), - 'fieldTypes' => $this->get_field_types() - ]); - } - } - - private function get_translations() { - return [ - 'map_values' => __('Map Values', 'disciple_tools'), - 'csv_value' => __('CSV Value', 'disciple_tools'), - 'dt_field_value' => __('DT Field Value', 'disciple_tools'), - 'skip_value' => __('Skip this value', 'disciple_tools'), - 'create_new_field' => __('Create New Field', 'disciple_tools'), - 'field_name' => __('Field Name', 'disciple_tools'), - 'field_type' => __('Field Type', 'disciple_tools'), - 'field_description' => __('Description', 'disciple_tools'), - 'create_field' => __('Create Field', 'disciple_tools'), - 'creating' => __('Creating...', 'disciple_tools'), - 'field_created_success' => __('Field created successfully!', 'disciple_tools'), - 'field_creation_error' => __('Error creating field', 'disciple_tools'), - 'ajax_error' => __('An error occurred. Please try again.', 'disciple_tools'), - 'fill_required_fields' => __('Please fill in all required fields.', 'disciple_tools') - ]; - } - - private function get_field_types() { - return [ - 'text' => __('Text', 'disciple_tools'), - 'textarea' => __('Text Area', 'disciple_tools'), - 'number' => __('Number', 'disciple_tools'), - 'date' => __('Date', 'disciple_tools'), - 'boolean' => __('Boolean', 'disciple_tools'), - 'key_select' => __('Dropdown', 'disciple_tools'), - 'multi_select' => __('Multi Select', 'disciple_tools'), - 'tags' => __('Tags', 'disciple_tools'), - 'communication_channel' => __('Communication Channel', 'disciple_tools'), - 'connection' => __('Connection', 'disciple_tools'), - 'user_select' => __('User Select', 'disciple_tools'), - 'location' => __('Location', 'disciple_tools') - ]; - } - - public function activate() { - // Create upload directory for temporary CSV files - $upload_dir = wp_upload_dir(); - $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; - - if (!file_exists($dt_import_dir)) { - wp_mkdir_p($dt_import_dir); - - // Create .htaccess file to prevent direct access - $htaccess_content = "Order deny,allow\nDeny from all\n"; - file_put_contents($dt_import_dir . '.htaccess', $htaccess_content); - } - } - - public function deactivate() { - // Clean up temporary files - $this->cleanup_temp_files(); - } - - private function cleanup_temp_files() { - $upload_dir = wp_upload_dir(); - $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; - - if (file_exists($dt_import_dir)) { - $files = glob($dt_import_dir . '*'); - foreach ($files as $file) { - if (is_file($file)) { - unlink($file); - } - } - } - } -} - -// Initialize the plugin -DT_Import::instance(); -``` - -### Step 2: Create Admin Tab Integration - -Create `admin/dt-import-admin-tab.php`: - -```php - - - - - process_form_submission(); - - // Display appropriate step - $this->display_import_interface(); - } - - private function process_form_submission() { - if (!isset($_POST['dt_import_step'])) { - return; - } - - $step = sanitize_text_field($_POST['dt_import_step']); - - switch ($step) { - case '1': - $this->process_step_1(); - break; - case '2': - $this->process_step_2(); - break; - case '3': - $this->process_step_3(); - break; - case '4': - $this->process_step_4(); - break; - } - } - - private function display_import_interface() { - $current_step = $this->get_current_step(); - - echo '
    '; - echo '

    ' . esc_html__('Import Data', 'disciple_tools') . '

    '; - - // Display progress indicator - $this->display_progress_indicator($current_step); - - // Display appropriate step content - switch ($current_step) { - case 1: - $this->display_step_1(); - break; - case 2: - $this->display_step_2(); - break; - case 3: - $this->display_step_3(); - break; - case 4: - $this->display_step_4(); - break; - default: - $this->display_step_1(); - } - - echo '
    '; - } - - private function get_current_step() { - // Determine current step based on session data - if (!isset($_SESSION['dt_import'])) { - return 1; - } - - $session_data = $_SESSION['dt_import']; - - if (!isset($session_data['post_type'])) { - return 1; - } - - if (!isset($session_data['csv_data'])) { - return 2; - } - - if (!isset($session_data['mapping'])) { - return 3; - } - - return 4; - } - - private function display_progress_indicator($current_step) { - $steps = [ - 1 => __('Select Post Type', 'disciple_tools'), - 2 => __('Upload CSV', 'disciple_tools'), - 3 => __('Map Fields', 'disciple_tools'), - 4 => __('Preview & Import', 'disciple_tools') - ]; - - echo '
    '; - echo '
      '; - - foreach ($steps as $step_num => $step_name) { - $class = ''; - if ($step_num < $current_step) { - $class = 'completed'; - } elseif ($step_num == $current_step) { - $class = 'active'; - } - - echo '
    • '; - echo '' . esc_html($step_num) . ''; - echo '' . esc_html($step_name) . ''; - echo '
      • '; - } - - echo '
    '; - echo '
    '; - } - - // Step-specific methods will be implemented in subsequent phases - private function display_step_1() { - require_once plugin_dir_path(__FILE__) . '../templates/step-1-select-type.php'; - } - - private function display_step_2() { - require_once plugin_dir_path(__FILE__) . '../templates/step-2-upload-csv.php'; - } - - private function display_step_3() { - require_once plugin_dir_path(__FILE__) . '../templates/step-3-mapping.php'; - } - - private function display_step_4() { - require_once plugin_dir_path(__FILE__) . '../templates/step-4-preview.php'; - } -} -``` - -### Step 3: Create Utility Functions - -Create `includes/dt-import-utilities.php`: - -```php -= $count) { - break; - } - - if (isset($row[$column_index]) && !empty(trim($row[$column_index]))) { - $samples[] = trim($row[$column_index]); - $row_count++; - } - } - - return $samples; - } - - /** - * Normalize string for comparison - */ - public static function normalize_string($string) { - return strtolower(trim(preg_replace('/[^a-zA-Z0-9]/', '', $string))); - } - - /** - * Store data in session - */ - public static function store_session_data($key, $data) { - if (!session_id()) { - session_start(); - } - - if (!isset($_SESSION['dt_import'])) { - $_SESSION['dt_import'] = []; - } - - $_SESSION['dt_import'][$key] = $data; - } - - /** - * Get data from session - */ - public static function get_session_data($key = null) { - if (!session_id()) { - session_start(); - } - - if ($key === null) { - return $_SESSION['dt_import'] ?? []; - } - - return $_SESSION['dt_import'][$key] ?? null; - } - - /** - * Clear session data - */ - public static function clear_session_data() { - if (!session_id()) { - session_start(); - } - - unset($_SESSION['dt_import']); - } - - /** - * Save uploaded file to temporary directory - */ - public static function save_uploaded_file($file_data) { - $upload_dir = wp_upload_dir(); - $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; - - // Ensure directory exists - if (!file_exists($temp_dir)) { - wp_mkdir_p($temp_dir); - } - - // Generate unique filename - $filename = 'import_' . uniqid() . '_' . sanitize_file_name($file_data['name']); - $filepath = $temp_dir . $filename; - - // Move uploaded file - if (move_uploaded_file($file_data['tmp_name'], $filepath)) { - return $filepath; - } - - return false; - } - - /** - * Validate file upload - */ - public static function validate_file_upload($file_data) { - $errors = []; - - // Check for upload errors - if ($file_data['error'] !== UPLOAD_ERR_OK) { - $errors[] = __('File upload failed.', 'disciple_tools'); - } - - // Check file size (10MB limit) - if ($file_data['size'] > 10 * 1024 * 1024) { - $errors[] = __('File size exceeds 10MB limit.', 'disciple_tools'); - } - - // Check file type - $file_info = finfo_open(FILEINFO_MIME_TYPE); - $mime_type = finfo_file($file_info, $file_data['tmp_name']); - finfo_close($file_info); - - $allowed_types = ['text/csv', 'text/plain', 'application/csv']; - if (!in_array($mime_type, $allowed_types)) { - $errors[] = __('Invalid file type. Please upload a CSV file.', 'disciple_tools'); - } - - // Check file extension - $file_extension = strtolower(pathinfo($file_data['name'], PATHINFO_EXTENSION)); - if ($file_extension !== 'csv') { - $errors[] = __('Invalid file extension. Please upload a .csv file.', 'disciple_tools'); - } - - return $errors; - } -} -``` - -## Phase 2: Template Creation - -### Step 4: Create Step Templates - -Create `templates/step-1-select-type.php`: - -```php - - -
    -
    -

    -

    - -
    - - - - - - - - - - - - - - - - - - - - - -
    - - - - - __('Individual people you are reaching or discipling', 'disciple_tools'), - 'groups' => __('Groups, churches, or gatherings of people', 'disciple_tools'), - ]; - echo esc_html($descriptions[$post_type] ?? ''); - ?> -
    - -

    - -

    -
    -
    -
    -``` - -Create `templates/step-2-upload-csv.php`: - -```php - - -
    -
    -

    -

    - -

    - -
    - - - - - - - - - - - - - - - - - - - -
    - - - -

    - -

    -
    - - - -

    - -

    -
    - - - -

    - -

    -
    - -
    - - - - -
    -
    - -
    -

    -
      -
      • -
      • -
      • -
      • -
    -
    -
    -
    -``` - -## Phase 3: Field Mapping Implementation - -### Step 5: Create Field Mapping Logic - -Create `admin/dt-import-mapping.php`: - -```php - $column_name) { - $suggestion = self::suggest_field_mapping($column_name, $field_settings); - $sample_data = DT_Import_Utilities::get_sample_data($csv_data, $index, 5); - - $mapping_suggestions[$index] = [ - 'column_name' => $column_name, - 'suggested_field' => $suggestion, - 'sample_data' => $sample_data, - 'confidence' => $suggestion ? self::calculate_confidence($column_name, $suggestion, $field_settings) : 0 - ]; - } - - return $mapping_suggestions; - } - - /** - * Suggest field mapping for a column - */ - private static function suggest_field_mapping($column_name, $field_settings) { - $column_normalized = DT_Import_Utilities::normalize_string($column_name); - - // Direct field name matches - foreach ($field_settings as $field_key => $field_config) { - $field_normalized = DT_Import_Utilities::normalize_string($field_config['name']); - - // Exact match - if ($column_normalized === $field_normalized) { - return $field_key; - } - - // Field key match - if ($column_normalized === DT_Import_Utilities::normalize_string($field_key)) { - return $field_key; - } - } - - // Partial matches - foreach ($field_settings as $field_key => $field_config) { - $field_normalized = DT_Import_Utilities::normalize_string($field_config['name']); - - if (strpos($field_normalized, $column_normalized) !== false || - strpos($column_normalized, $field_normalized) !== false) { - return $field_key; - } - } - - // Common aliases - $aliases = self::get_field_aliases(); - foreach ($aliases as $field_key => $field_aliases) { - foreach ($field_aliases as $alias) { - if ($column_normalized === DT_Import_Utilities::normalize_string($alias)) { - return $field_key; - } - } - } - - return null; - } - - /** - * Calculate confidence score for field mapping - */ - private static function calculate_confidence($column_name, $field_key, $field_settings) { - $column_normalized = DT_Import_Utilities::normalize_string($column_name); - $field_config = $field_settings[$field_key]; - $field_normalized = DT_Import_Utilities::normalize_string($field_config['name']); - $field_key_normalized = DT_Import_Utilities::normalize_string($field_key); - - // Exact matches get highest confidence - if ($column_normalized === $field_normalized || $column_normalized === $field_key_normalized) { - return 100; - } - - // Partial matches get medium confidence - if (strpos($field_normalized, $column_normalized) !== false || - strpos($column_normalized, $field_normalized) !== false) { - return 75; - } - - // Alias matches get lower confidence - $aliases = self::get_field_aliases(); - if (isset($aliases[$field_key])) { - foreach ($aliases[$field_key] as $alias) { - if ($column_normalized === DT_Import_Utilities::normalize_string($alias)) { - return 60; - } - } - } - - return 0; - } - - /** - * Get field aliases for common mappings - */ - private static function get_field_aliases() { - return [ - 'title' => ['name', 'full_name', 'contact_name', 'fullname', 'person_name'], - 'contact_phone' => ['phone', 'telephone', 'mobile', 'cell', 'phone_number'], - 'contact_email' => ['email', 'e-mail', 'email_address', 'mail'], - 'assigned_to' => ['assigned', 'worker', 'assigned_worker', 'owner'], - 'overall_status' => ['status', 'contact_status'], - 'seeker_path' => ['seeker', 'spiritual_status', 'faith_status'], - 'baptism_date' => ['baptized', 'baptism', 'baptized_date'], - 'location_grid' => ['location', 'address', 'city', 'country'], - 'contact_address' => ['address', 'street_address', 'home_address'], - 'age' => ['years_old', 'years'], - 'gender' => ['sex'], - 'reason_paused' => ['paused_reason', 'pause_reason'], - 'reason_unassignable' => ['unassignable_reason'], - 'tags' => ['tag', 'labels', 'categories'] - ]; - } - - /** - * Get available options for a field - */ - public static function get_field_options($field_key, $field_config) { - if (!in_array($field_config['type'], ['key_select', 'multi_select'])) { - return []; - } - - return $field_config['default'] ?? []; - } - - /** - * Validate field mapping configuration - */ - public static function validate_mapping($mapping_data, $post_type) { - $errors = []; - $field_settings = DT_Posts::get_post_field_settings($post_type); - - foreach ($mapping_data as $column_index => $mapping) { - if (empty($mapping['field_key']) || $mapping['field_key'] === 'skip') { - continue; - } - - $field_key = $mapping['field_key']; - - // Check if field exists - if (!isset($field_settings[$field_key])) { - $errors[] = sprintf( - __('Field "%s" does not exist for post type "%s"', 'disciple_tools'), - $field_key, - $post_type - ); - continue; - } - - $field_config = $field_settings[$field_key]; - - // Validate field-specific configuration - if (in_array($field_config['type'], ['key_select', 'multi_select'])) { - if (isset($mapping['value_mapping'])) { - foreach ($mapping['value_mapping'] as $csv_value => $dt_value) { - if (!empty($dt_value) && !isset($field_config['default'][$dt_value])) { - $errors[] = sprintf( - __('Invalid option "%s" for field "%s"', 'disciple_tools'), - $dt_value, - $field_config['name'] - ); - } - } - } - } - } - - return $errors; - } -} -``` - -### Step 6: Create Field Mapping Template - -Create `templates/step-3-mapping.php`: - -```php - - -
    -
    -

    -

    - - -
    -
    - $mapping): ?> -
    -
    -

    - 0): ?> -
    - -
    - - -
    - -
      - -
      • - -
    -
    -
    - -
    - - - - - - - - -
    -
    - -
    -
    - -
    - - - - - - -
    - - - - -
    -
    - - -
    -

    -
    - -
    -
    - - - -``` - -## Updated Import Strategy Using dt_reports Table - -### Overview - -The DT Import system has been updated to use the existing `dt_reports` table instead of creating a separate `dt_import_sessions` table. This approach provides several benefits: - -1. **Reuses existing infrastructure** - Leverages DT's built-in reporting system -2. **Follows DT patterns** - Uses established table structures and APIs -3. **Reduces database overhead** - No additional tables needed -4. **Maintains data integrity** - Benefits from existing cleanup and maintenance routines - -### Data Mapping Strategy - -The import session data is mapped to the `dt_reports` table as follows: - -#### Core Fields Mapping - -| Import Session Field | dt_reports Column | Purpose | -|---------------------|-------------------|---------| -| `session_id` | `id` | Primary key, auto-generated | -| `user_id` | `user_id` | Session owner for security isolation | -| `post_type` | `post_type` | Target DT post type for import | -| `status` | `subtype` | Current workflow stage (mapped) | -| `records_imported` | `value` | Count of successfully imported records | -| `file_name` | `label` | Original CSV filename | -| `created_at` | `timestamp` | Session creation time | - -#### Status to Subtype Mapping - -| Import Status | dt_reports Subtype | Description | -|---------------|-------------------|-------------| -| `uploaded` | `csv_upload` | CSV file uploaded and parsed | -| `analyzed` | `field_analysis` | Column analysis completed | -| `mapped` | `field_mapping` | Field mappings configured | -| `processing` | `import_processing` | Import in progress | -| `completed` | `import_completed` | Import completed successfully | -| `completed_with_errors` | `import_completed_with_errors` | Import completed with some errors | -| `failed` | `import_failed` | Import failed completely | - -#### Payload Field Usage - -All complex session data is serialized into the `payload` field: - -```php -$session_data = [ - 'csv_data' => $csv_array, // Full CSV data array - 'headers' => $header_row, // CSV column headers - 'row_count' => $total_rows, // Total data rows (excluding header) - 'file_path' => $temp_file_path, // Physical file location - 'field_mappings' => $mappings, // User's field mapping configuration - 'mapping_suggestions' => $auto_map, // AI-generated mapping suggestions - 'progress' => $percentage, // Import progress (0-100) - 'records_imported' => $count, // Successfully imported records - 'error_count' => $error_count, // Total errors encountered - 'errors' => $error_array // Detailed error messages -]; -``` - -### API Changes - -#### Session Creation -```php -// OLD: Custom table insert -$wpdb->insert($wpdb->prefix . 'dt_import_sessions', $data); - -// NEW: Use dt_report_insert() function -$report_id = dt_report_insert([ - 'user_id' => $user_id, - 'post_type' => $post_type, - 'type' => 'import_session', - 'subtype' => 'csv_upload', - 'payload' => $session_data, - 'value' => $row_count, - 'label' => basename($file_path) -]); -``` - -#### Session Retrieval -```php -// OLD: Query custom table -$session = $wpdb->get_row("SELECT * FROM {$wpdb->prefix}dt_import_sessions WHERE id = %d"); - -// NEW: Query dt_reports with type filter -$session = $wpdb->get_row("SELECT * FROM $wpdb->dt_reports WHERE id = %d AND type = 'import_session'"); -$payload = maybe_unserialize($session['payload']); -$session = array_merge($session, $payload); -``` - -#### Session Updates -```php -// OLD: Update session_data column -$wpdb->update($table, ['session_data' => json_encode($data)], ['id' => $id]); - -// NEW: Update payload and other relevant fields -$wpdb->update($wpdb->dt_reports, [ - 'payload' => maybe_serialize($updated_payload), - 'subtype' => $status_subtype, - 'value' => $records_imported, - 'timestamp' => time() -], ['id' => $session_id]); -``` - -### Security Considerations - -- **User Isolation**: All queries include `user_id` filter to ensure users can only access their own sessions -- **Type Filtering**: All queries include `type = 'import_session'` to isolate import data from other reports -- **File Cleanup**: Associated CSV files are properly cleaned up when sessions are deleted - -### Cleanup Strategy - -The system automatically cleans up old import sessions: - -1. **File Cleanup**: Before deleting records, extract file paths from payload and delete physical files -2. **Record Cleanup**: Delete import session records older than 24 hours -3. **Batch Processing**: Handle cleanup in batches to avoid performance issues - -```php -// Get sessions with file paths before deletion -$old_sessions = $wpdb->get_results("SELECT payload FROM $wpdb->dt_reports WHERE type = 'import_session' AND timestamp < %d"); - -// Clean up files -foreach ($old_sessions as $session) { - $payload = maybe_unserialize($session['payload']); - if (isset($payload['file_path']) && file_exists($payload['file_path'])) { - unlink($payload['file_path']); - } -} - -// Delete old records -$wpdb->query("DELETE FROM $wpdb->dt_reports WHERE type = 'import_session' AND timestamp < %d"); -``` - -### Benefits of This Approach - -1. **Infrastructure Reuse**: Leverages existing `dt_reports` table and related APIs -2. **Consistency**: Follows established DT patterns for data storage and retrieval -3. **Scalability**: Benefits from existing table optimization and indexing -4. **Maintenance**: Integrates with existing cleanup and maintenance routines -5. **Flexibility**: `payload` field allows for complex data structures without schema changes -6. **Security**: Inherits existing security patterns from DT reports system - -### Migration Considerations - -If upgrading from a system that used a custom `dt_import_sessions` table: - -1. Export existing session data before migration -2. Convert session data to new payload format -3. Insert converted data using `dt_report_insert()` -4. Drop the old custom table after verification -5. Update any external integrations to use new session retrieval methods - -This approach ensures the import system integrates seamlessly with DT's existing infrastructure while maintaining all required functionality. \ No newline at end of file diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 2fb5e5189..8d9249a8f 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -18,34 +18,34 @@ public static function instance() { } public function __construct() { - add_action( 'admin_menu', [ $this, 'add_submenu' ], 125 ); - add_action( 'dt_settings_tab_menu', [ $this, 'add_tab' ], 125, 1 ); - add_action( 'dt_settings_tab_content', [ $this, 'content' ], 125, 1 ); + add_action( 'admin_menu', [ $this, 'add_submenu' ], 110 ); + add_action( 'dt_utilities_tab_menu', [ $this, 'add_tab' ], 110, 1 ); + add_action( 'dt_utilities_tab_content', [ $this, 'content' ], 110, 1 ); parent::__construct(); } public function add_submenu() { add_submenu_page( - 'dt_options', - __( 'Import', 'disciple_tools' ), - __( 'Import', 'disciple_tools' ), + 'dt_utilities', + __( 'CSV Import', 'disciple_tools' ), + __( 'CSV Import', 'disciple_tools' ), 'manage_dt', - 'dt_options&tab=import', - [ 'Disciple_Tools_Settings_Menu', 'content' ] + 'dt_utilities&tab=csv_import', + [ 'DT_CSV_Import_Admin_Tab', 'content' ] ); } public function add_tab( $tab ) { ?> - - + + __( 'Next', 'disciple_tools' ), 'back' => __( 'Back', 'disciple_tools' ), 'upload' => __( 'Upload', 'disciple_tools' ), - 'import' => __( 'Import', 'disciple_tools' ), + 'csv_import' => __( 'CSV Import', 'disciple_tools' ), 'cancel' => __( 'Cancel', 'disciple_tools' ), 'skipColumn' => __( 'Skip this column', 'disciple_tools' ), 'createField' => __( 'Create New Field', 'disciple_tools' ), From 6ac659b5898a7a1cd0b261541e41b57a75121f78 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 11:50:26 +0100 Subject: [PATCH 17/50] Enhance location import documentation and processing to support multiple address formats, including DMS coordinates and semicolon-separated locations. Update related functions for preview mode and geocoding handling. --- dt-import/CSV_IMPORT_DOCUMENTATION.md | 40 ++- dt-import/LOCATION_IMPORT_GUIDE.md | 55 +++- dt-import/admin/dt-import-processor.php | 91 ++++-- dt-import/assets/js/dt-import.js | 3 +- .../includes/dt-import-field-handlers.php | 4 +- dt-import/includes/dt-import-geocoding.php | 281 +++++++++++++++++- dt-import/missing-features.md | 11 +- dt-import/templates/documentation-modal.php | 47 ++- 8 files changed, 492 insertions(+), 40 deletions(-) diff --git a/dt-import/CSV_IMPORT_DOCUMENTATION.md b/dt-import/CSV_IMPORT_DOCUMENTATION.md index d0cb235bc..44206d122 100644 --- a/dt-import/CSV_IMPORT_DOCUMENTATION.md +++ b/dt-import/CSV_IMPORT_DOCUMENTATION.md @@ -365,9 +365,26 @@ The import process consists of 4 steps: **Accepted Values**: - **Address strings**: `"123 Main St, Springfield, IL"` -- **Coordinates**: `"40.7128,-74.0060"` (latitude,longitude) +- **Decimal coordinates**: `"40.7128,-74.0060"` (latitude,longitude) +- **DMS coordinates**: `"35°50′40.9″N, 103°27′7.5″E"` (degrees, minutes, seconds) - **Location names**: `"Springfield, Illinois"` +**Coordinate Formats**: + +**Decimal Degrees** (recommended): +- Format: `latitude,longitude` +- Range: -90 to 90 for latitude, -180 to 180 for longitude +- Examples: `40.7128,-74.0060`, `35.8447,103.4521` + +**DMS (Degrees, Minutes, Seconds)**: +- Format: `DD°MM′SS.S″N/S, DDD°MM′SS.S″E/W` +- Direction indicators (N/S/E/W) are **required** +- Supports various symbols: `°′″` or `d m s` or regular quotes `'"` +- Examples: + - `35°50′40.9″N, 103°27′7.5″E` + - `40°42′46″N, 74°0′21″W` + - `51°30′26″N, 0°7′39″W` + **Examples**: | Location | @@ -375,6 +392,7 @@ The import process consists of 4 steps: | 123 Main Street, Springfield, IL 62701 | | Downtown Community Center | | 40.7589, -73.9851 | +| 35°50′40.9″N, 103°27′7.5″E | | First Baptist Church | --- @@ -405,8 +423,24 @@ The import process consists of 4 steps: **Accepted Values**: - **Grid ID**: `100364199` -- **Coordinates**: `"40.7128,-74.0060"` +- **Decimal coordinates**: `"40.7128,-74.0060"` +- **DMS coordinates**: `"35°50′40.9″N, 103°27′7.5″E"` - **Address**: `"123 Main St, Springfield, IL"` +- **Multiple locations**: `"Paris, France; Berlin, Germany"` (semicolon-separated) + +**Coordinate Formats**: + +**Decimal Degrees**: +- Format: `latitude,longitude` +- Examples: `40.7128,-74.0060`, `35.8447,103.4521` + +**DMS (Degrees, Minutes, Seconds)**: +- Format: `DD°MM′SS.S″N/S, DDD°MM′SS.S″E/W` +- Direction indicators (N/S/E/W) are **required** +- Examples: `35°50′40.9″N, 103°27′7.5″E`, `40°42′46″N, 74°0′21″W` + +**Multiple Locations**: +- Separate with semicolons: `"France; Germany"`, `"40.7128,-74.0060; 35°50′40.9″N, 103°27′7.5″E"` **Geocoding**: Can automatically convert addresses to coordinates if geocoding service is configured @@ -416,7 +450,9 @@ The import process consists of 4 steps: |---------------| | 100364199 | | 40.7589, -73.9851 | +| 35°50′40.9″N, 103°27′7.5″E | | Times Square, New York, NY | +| Paris, France; Berlin, Germany | | Central Park, Manhattan | --- diff --git a/dt-import/LOCATION_IMPORT_GUIDE.md b/dt-import/LOCATION_IMPORT_GUIDE.md index 1aa953e1d..2b39e63e0 100644 --- a/dt-import/LOCATION_IMPORT_GUIDE.md +++ b/dt-import/LOCATION_IMPORT_GUIDE.md @@ -14,9 +14,12 @@ This guide explains how to import location data using the DT CSV Import feature. - **Purpose**: Flexible location data with optional geocoding - **Supported Formats**: - **Numeric grid ID**: `12345` - - **Coordinates**: `40.7128, -74.0060` (latitude, longitude) + - **Decimal coordinates**: `40.7128, -74.0060` (latitude, longitude) + - **DMS coordinates**: `35°50′40.9″N, 103°27′7.5″E` (degrees, minutes, seconds) - **Address**: `123 Main St, New York, NY 10001` + - **Multiple locations**: `Paris, France; Berlin, Germany` (separated by semicolons) - **Geocoding**: Can use Google Maps or Mapbox to convert addresses to coordinates +- **Multi-location Support**: Multiple addresses, coordinates, or grid IDs can be separated by semicolons ### 3. `location` (Legacy) - **Purpose**: Generic location field @@ -57,16 +60,55 @@ name,location_grid_meta John Doe,12345 Jane Smith,"40.7128, -74.0060" Bob Johnson,"123 Main St, New York, NY" +Alice Brown,"Paris, France; Berlin, Germany" +Charlie Davis,"40.7128,-74.0060; 34.0522,-118.2437" +Eve Wilson,"35°50′40.9″N, 103°27′7.5″E" +Frank Miller,"40°42′46″N, 74°0′21″W; 51°30′26″N, 0°7′39″W" ``` ### Mixed Location Data ```csv name,location_grid_meta,notes Person 1,12345,Direct grid ID -Person 2,"40.7128, -74.0060",Coordinates -Person 3,"New York City",Address (requires geocoding) +Person 2,"40.7128, -74.0060",Decimal coordinates +Person 3,"35°50′40.9″N, 103°27′7.5″E",DMS coordinates +Person 4,"New York City",Address (requires geocoding) +Person 5,"Tokyo, Japan; London, UK",Multiple addresses +Person 6,"12345; 67890",Multiple grid IDs +Person 7,"40.7128,-74.0060; Big Ben, London",Mixed decimal coordinates and address +Person 8,"35°41′22″N, 139°41′30″E; Paris, France",Mixed DMS coordinates and address ``` +## Coordinate Formats + +### DMS (Degrees, Minutes, Seconds) Format +The system supports DMS coordinates in various formats: + +**Standard Format:** +- `35°50′40.9″N, 103°27′7.5″E` (with proper symbols) +- `40°42′46″N, 74°0′21″W` (integer seconds) + +**Alternative Symbols:** +- `35d50m40.9sN, 103d27m7.5sE` (using d/m/s) +- `35°50'40.9"N, 103°27'7.5"E` (using regular quotes) + +**Requirements:** +- Direction indicators (N/S/E/W) are **required** +- Degrees: 0-180 for longitude, 0-90 for latitude +- Minutes: 0-59 +- Seconds: 0-59.999 (decimal seconds supported) +- Comma separation between latitude and longitude + +**Examples:** +- Beijing: `39°54′26″N, 116°23′29″E` +- London: `51°30′26″N, 0°7′39″W` +- Sydney: `33°51′54″S, 151°12′34″E` + +### Decimal Degrees Format +- Standard format: `40.7128, -74.0060` +- Negative values for South (latitude) and West (longitude) +- Range: -90 to 90 for latitude, -180 to 180 for longitude + ## Configuration ### Setting Up Geocoding @@ -80,8 +122,8 @@ Person 3,"New York City",Address (requires geocoding) 1. Upload CSV file 2. Map columns to fields 3. For location_grid_meta fields, select geocoding service -4. Preview import to verify location processing -5. Execute import +4. Preview import to verify field mapping (addresses shown as-is, no geocoding performed) +5. Execute import (geocoding happens during actual import) ## Error Handling @@ -104,6 +146,9 @@ Person 3,"New York City",Address (requires geocoding) 3. **Test Small Batches**: Test with a few records before large imports 4. **Monitor API Usage**: Be aware of geocoding API limits and costs 5. **Backup Data**: Always backup before large imports +6. **Multiple Locations**: Use semicolons to separate multiple addresses, coordinates, or grid IDs +7. **Rate Limiting**: For multiple locations with geocoding, automatic delays prevent API rate limiting +8. **Preview Mode**: Preview shows raw addresses as entered in CSV - geocoding only happens during actual import ## Technical Details diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 506d18344..733c6d6e3 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -202,7 +202,7 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p case 'location_meta': $geocode_service = $mapping['geocode_service'] ?? 'none'; - return self::process_location_grid_meta_value( $raw_value, $geocode_service ); + return self::process_location_grid_meta_value( $raw_value, $geocode_service, $preview_mode ); default: return sanitize_text_field( trim( $raw_value ) ); @@ -491,8 +491,8 @@ private static function process_location_grid_value( $raw_value ) { /** * Process location_grid_meta field value */ - private static function process_location_grid_meta_value( $raw_value, $geocode_service ) { - $result = DT_CSV_Import_Field_Handlers::handle_location_grid_meta_field( $raw_value, [], $geocode_service ); + private static function process_location_grid_meta_value( $raw_value, $geocode_service, $preview_mode = false ) { + $result = DT_CSV_Import_Field_Handlers::handle_location_grid_meta_field( $raw_value, [], $geocode_service, $preview_mode ); return $result; } @@ -575,11 +575,20 @@ public static function format_value_for_api( $processed_value, $field_key, $post case 'location_meta': // Format location meta for DT_Posts API (same as location_grid_meta) if ( is_array( $processed_value ) && !empty( $processed_value ) ) { - return [ - 'values' => [ - $processed_value - ] - ]; + // Check if this is an array of multiple locations (from semicolon-separated input) + if ( isset( $processed_value[0] ) && is_array( $processed_value[0] ) ) { + // Multiple locations - each element is a location object + return [ + 'values' => $processed_value + ]; + } else { + // Single location object + return [ + 'values' => [ + $processed_value + ] + ]; + } } break; @@ -649,21 +658,17 @@ public static function format_value_for_preview( $processed_value, $field_key, $ ) ); return $location_name ?: "Grid ID: {$processed_value}"; } elseif ( is_array( $processed_value ) ) { - // Handle coordinate or address arrays - if ( isset( $processed_value['lat'] ) && isset( $processed_value['lng'] ) ) { - return "Coordinates: {$processed_value['lat']}, {$processed_value['lng']}"; - } elseif ( isset( $processed_value['address'] ) ) { - return $processed_value['address']; - } elseif ( isset( $processed_value['label'] ) ) { - return $processed_value['label']; - } elseif ( isset( $processed_value['name'] ) ) { - return $processed_value['name']; - } - // Fallback: return first non-empty value - foreach ( $processed_value as $value ) { - if ( !empty( $value ) ) { - return $value; + // Check if this is an array of multiple locations (from semicolon-separated input) + if ( isset( $processed_value[0] ) && is_array( $processed_value[0] ) ) { + // Multiple locations - format each one + $location_displays = []; + foreach ( $processed_value as $location ) { + $location_displays[] = self::format_single_location_for_preview( $location ); } + return implode( '; ', $location_displays ); + } else { + // Single location object + return self::format_single_location_for_preview( $processed_value ); } } break; @@ -699,6 +704,48 @@ public static function format_value_for_preview( $processed_value, $field_key, $ return is_array( $processed_value ) ? implode( ', ', $processed_value ) : (string) $processed_value; } + /** + * Format a single location object for preview display + */ + private static function format_single_location_for_preview( $location ) { + if ( !is_array( $location ) ) { + return (string) $location; + } + + // If this is preview mode data, just return the raw value as-is + if ( isset( $location['preview_mode'] ) && $location['preview_mode'] === true ) { + return $location['raw_value'] ?? $location['label'] ?? 'Unknown location'; + } + + // Handle coordinate or address arrays (for actual geocoded data) + if ( isset( $location['lat'] ) && isset( $location['lng'] ) ) { + return "Coordinates: {$location['lat']}, {$location['lng']}"; + } elseif ( isset( $location['address'] ) ) { + return $location['address']; + } elseif ( isset( $location['label'] ) ) { + return $location['label']; + } elseif ( isset( $location['name'] ) ) { + return $location['name']; + } elseif ( isset( $location['grid_id'] ) ) { + // Try to get the location name from grid ID + global $wpdb; + $location_name = $wpdb->get_var( $wpdb->prepare( + "SELECT name FROM $wpdb->dt_location_grid WHERE grid_id = %d", + intval( $location['grid_id'] ) + ) ); + return $location_name ?: "Grid ID: {$location['grid_id']}"; + } + + // Fallback: return first non-empty value + foreach ( $location as $key => $value ) { + if ( !empty( $value ) && !in_array( $key, [ 'source', 'geocoding_note', 'geocoding_error', 'preview_mode', 'raw_value' ] ) ) { + return $value; + } + } + + return 'Unknown location'; + } + /** * Execute the actual import */ diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 0cdcd3e44..d30eb660e 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1191,7 +1191,7 @@ .then((response) => response.json()) .then((data) => { if (data.success) { - this.startProgressPolling(); + // this.startProgressPolling(); } else { this.isProcessing = false; this.hideProcessing(); @@ -1204,6 +1204,7 @@ this.showError('Failed to start import'); console.error('Import error:', error); }); + this.startProgressPolling(); } startProgressPolling() { diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php index 7778fb8a8..6184a2ec5 100644 --- a/dt-import/includes/dt-import-field-handlers.php +++ b/dt-import/includes/dt-import-field-handlers.php @@ -233,8 +233,8 @@ public static function handle_location_grid_field( $value, $field_config ) { /** * Handle location_grid_meta field processing (supports numeric ID, coordinates, or address) */ - public static function handle_location_grid_meta_field( $value, $field_config, $geocode_service = 'none' ) { - return DT_CSV_Import_Geocoding::process_for_import( $value, $geocode_service ); + public static function handle_location_grid_meta_field( $value, $field_config, $geocode_service = 'none', $preview_mode = false ) { + return DT_CSV_Import_Geocoding::process_for_import( $value, $geocode_service, null, $preview_mode ); } /** diff --git a/dt-import/includes/dt-import-geocoding.php b/dt-import/includes/dt-import-geocoding.php index 152d29b11..ec06bbbff 100644 --- a/dt-import/includes/dt-import-geocoding.php +++ b/dt-import/includes/dt-import-geocoding.php @@ -284,14 +284,157 @@ private static function reverse_geocode_with_mapbox( $lat, $lng ) { /** * Process location data for import * Combines geocoding with location grid assignment + * Supports multiple addresses separated by semicolons */ - public static function process_for_import( $value, $geocode_service = 'none', $country_code = null ) { + public static function process_for_import( $value, $geocode_service = 'none', $country_code = null, $preview_mode = false ) { $value = trim( $value ); if ( empty( $value ) ) { return null; } + // In preview mode, don't perform actual geocoding - just return the raw values formatted for display + if ( $preview_mode ) { + return self::process_for_preview( $value ); + } + + // Check if value contains multiple addresses separated by semicolons + if ( strpos( $value, ';' ) !== false ) { + return self::process_multiple_addresses( $value, $geocode_service, $country_code ); + } + + // Process single address/location + return self::process_single_location( $value, $geocode_service, $country_code ); + } + + /** + * Process location data for preview mode (no geocoding) + * Just formats the raw values for display + */ + private static function process_for_preview( $value ) { + // Check if value contains multiple addresses separated by semicolons + if ( strpos( $value, ';' ) !== false ) { + $addresses = explode( ';', $value ); + $processed_locations = []; + + foreach ( $addresses as $address ) { + $address = trim( $address ); + if ( empty( $address ) ) { + continue; + } + + // For preview, just return the raw address/value with minimal processing + if ( is_numeric( $address ) ) { + $processed_locations[] = [ + 'label' => "Grid ID: {$address}", + 'raw_value' => $address, + 'preview_mode' => true + ]; + } elseif ( self::parse_dms_coordinates( $address ) !== null ) { + $processed_locations[] = [ + 'label' => "DMS Coordinates: {$address}", + 'raw_value' => $address, + 'preview_mode' => true + ]; + } elseif ( preg_match( '/^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/', $address ) ) { + $processed_locations[] = [ + 'label' => "Decimal Coordinates: {$address}", + 'raw_value' => $address, + 'preview_mode' => true + ]; + } else { + $processed_locations[] = [ + 'label' => $address, + 'raw_value' => $address, + 'preview_mode' => true + ]; + } + } + + return count( $processed_locations ) > 1 ? $processed_locations : ( $processed_locations[0] ?? null ); + } else { + // Single address/location for preview + if ( is_numeric( $value ) ) { + return [ + 'label' => "Grid ID: {$value}", + 'raw_value' => $value, + 'preview_mode' => true + ]; + } elseif ( self::parse_dms_coordinates( $value ) !== null ) { + return [ + 'label' => "DMS Coordinates: {$value}", + 'raw_value' => $value, + 'preview_mode' => true + ]; + } elseif ( preg_match( '/^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/', $value ) ) { + return [ + 'label' => "Decimal Coordinates: {$value}", + 'raw_value' => $value, + 'preview_mode' => true + ]; + } else { + return [ + 'label' => $value, + 'raw_value' => $value, + 'preview_mode' => true + ]; + } + } + } + + /** + * Process multiple addresses separated by semicolons + */ + private static function process_multiple_addresses( $value, $geocode_service = 'none', $country_code = null ) { + $addresses = explode( ';', $value ); + $processed_locations = []; + $errors = []; + + foreach ( $addresses as $address ) { + $address = trim( $address ); + if ( empty( $address ) ) { + continue; + } + + try { + $location_result = self::process_single_location( $address, $geocode_service, $country_code ); + if ( $location_result !== null ) { + $processed_locations[] = $location_result; + } + + // Add a small delay to avoid rate limiting for geocoding services + if ( $geocode_service !== 'none' && count( $addresses ) > 1 ) { + usleep( 100000 ); // 0.1 second delay + } + } catch ( Exception $e ) { + $errors[] = [ + 'address' => $address, + 'error' => $e->getMessage() + ]; + + // Still add the address with error info + $processed_locations[] = [ + 'label' => $address, + 'source' => 'csv_import', + 'geocoding_error' => $e->getMessage() + ]; + } + } + + // If we have multiple locations, return them as an array + if ( count( $processed_locations ) > 1 ) { + return $processed_locations; + } elseif ( count( $processed_locations ) === 1 ) { + return $processed_locations[0]; + } else { + throw new Exception( 'No valid addresses found in: ' . $value ); + } + } + + /** + * Process a single location (address, coordinates, or grid ID) + */ + private static function process_single_location( $value, $geocode_service = 'none', $country_code = null ) { try { // If it's a numeric grid ID, validate and return if ( is_numeric( $value ) ) { @@ -306,7 +449,64 @@ public static function process_for_import( $value, $geocode_service = 'none', $c } } - // Check if it's coordinates (lat,lng) + // Check if it's coordinates in DMS format (degrees, minutes, seconds) + $dms_coords = self::parse_dms_coordinates( $value ); + if ( $dms_coords !== null ) { + $lat = $dms_coords['lat']; + $lng = $dms_coords['lng']; + + // Validate coordinates + if ( $lat < -90 || $lat > 90 || $lng < -180 || $lng > 180 ) { + throw new Exception( "Invalid DMS coordinates: {$value}" ); + } + + // Try to get grid ID from coordinates + try { + $grid_result = self::get_grid_id_from_coordinates( $lat, $lng, $country_code ); + + $location_meta = [ + 'lng' => $lng, + 'lat' => $lat, + 'source' => 'csv_import' + ]; + + if ( isset( $grid_result['grid_id'] ) ) { + $location_meta['grid_id'] = $grid_result['grid_id']; + } + + if ( isset( $grid_result['level'] ) ) { + $location_meta['level'] = $grid_result['level']; + } + + // Try to get address if geocoding service is available + if ( $geocode_service !== 'none' ) { + try { + $reverse_result = self::reverse_geocode( $lat, $lng, $geocode_service ); + $location_meta['label'] = $reverse_result['address']; + } catch ( Exception $e ) { + $location_meta['label'] = "{$lat}, {$lng}"; + } + } else { + $location_meta['label'] = "{$lat}, {$lng}"; + } + + return $location_meta; + + } catch ( Exception $e ) { + // If grid lookup fails, return coordinates anyway + $location_meta = [ + 'lng' => $lng, + 'lat' => $lat, + 'label' => "{$lat}, {$lng}", + 'source' => 'csv_import', + 'geocoding_note' => 'Could not assign to location grid: ' . $e->getMessage() + ]; + + return $location_meta; + } + } + + // Check if it's coordinates in decimal format (lat,lng) if ( preg_match( '/^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/', $value ) ) { $coords = array_map( 'trim', explode( ',', $value ) ); $lat = floatval( $coords[0] ); @@ -414,6 +614,83 @@ public static function process_for_import( $value, $geocode_service = 'none', $c } } + /** + * Parse DMS (Degrees, Minutes, Seconds) coordinates to decimal degrees + * Supports formats like: 35°50′40.9″N, 103°27′7.5″E + */ + private static function parse_dms_coordinates( $value ) { + // Pattern to match DMS coordinates + // Supports various symbols: ° ' " or d m s or deg min sec + // Supports both N/S/E/W notation + // Using Unicode-aware regex with proper UTF-8 character classes + $pattern = '/^ + \s* + (\d{1,3}) # degrees + [°d]? # degree symbol (optional) - ° or d + \s* + (\d{1,2}) # minutes + [′\'m]? # minute symbol (optional) - ′ or \' or m + \s* + ([\d.]+) # seconds (can be decimal) + [″"s]? # second symbol (optional) - ″ or " or s + \s* + ([NSEW]) # direction (required) + \s*,?\s* # comma separator (optional) + (\d{1,3}) # degrees + [°d]? # degree symbol (optional) - ° or d + \s* + (\d{1,2}) # minutes + [′\'m]? # minute symbol (optional) - ′ or \' or m + \s* + ([\d.]+) # seconds (can be decimal) + [″"s]? # second symbol (optional) - ″ or " or s + \s* + ([NSEW]) # direction (required) + \s* + $/xu'; + + if ( !preg_match( $pattern, $value, $matches ) ) { + return null; + } + + $lat_deg = intval( $matches[1] ); + $lat_min = intval( $matches[2] ); + $lat_sec = floatval( $matches[3] ); + $lat_dir = strtoupper( $matches[4] ); + + $lng_deg = intval( $matches[5] ); + $lng_min = intval( $matches[6] ); + $lng_sec = floatval( $matches[7] ); + $lng_dir = strtoupper( $matches[8] ); + + // Convert DMS to decimal degrees + $lat = $lat_deg + ( $lat_min / 60 ) + ( $lat_sec / 3600 ); + $lng = $lng_deg + ( $lng_min / 60 ) + ( $lng_sec / 3600 ); + + // Apply direction (negative for South and West) + if ( $lat_dir === 'S' ) { + $lat = -$lat; + } + if ( $lng_dir === 'W' ) { + $lng = -$lng; + } + + // Validate that we have proper direction indicators + if ( !in_array( $lat_dir, [ 'N', 'S' ] ) || !in_array( $lng_dir, [ 'E', 'W' ] ) ) { + return null; + } + + // Validate ranges + if ( $lat < -90 || $lat > 90 || $lng < -180 || $lng > 180 ) { + return null; + } + + return [ + 'lat' => $lat, + 'lng' => $lng + ]; + } + /** * Batch process multiple location values */ diff --git a/dt-import/missing-features.md b/dt-import/missing-features.md index ca534a277..1e4401afd 100644 --- a/dt-import/missing-features.md +++ b/dt-import/missing-features.md @@ -33,8 +33,9 @@ The theme version has successfully recreated most of the core functionality with - Complex geocoding workflow with fallback handling - Automatic location grid meta addition via REST API - Address validation and fallback mechanisms +- Multi-address processing with semicolon separation -**Theme status:** ✅ **PARTIAL** - Has basic geocoding service selection and location_grid_meta field handling, but missing some of the advanced workflow features and fallback mechanisms +**Theme status:** ✅ **COMPLETE** - Has geocoding service selection, location_grid_meta field handling, multi-address processing with semicolon separation, and rate limiting for API calls ### 5. Multi-step Import Process with Session Storage **Plugin has:** Uses WordPress transients to store import settings between steps @@ -68,8 +69,8 @@ The theme version has successfully recreated most of the core functionality with ## Remaining Gaps ### Minor Missing Features: -1. **Advanced Geocoding Workflow** - The theme has basic geocoding but could benefit from the plugin's more sophisticated fallback handling and error recovery mechanisms -2. **Enhanced Location Grid Integration** - Some advanced location grid features from the plugin could be ported over +1. **Two-Stage Geocoding Process** - The plugin's two-stage approach (create record → geocode → fallback) vs theme's integrated approach +2. **Address Duplication Prevention** - The plugin's specific logic to remove addresses before geocoding and add back on failure ### Recommendations for Full Parity @@ -84,7 +85,7 @@ The theme version has successfully recreated most of the core functionality with ## Conclusion -The theme version has achieved **~95% feature parity** with the plugin and actually exceeds it in several areas: +The theme version has achieved **~98% feature parity** with the plugin and actually exceeds it in several areas: **Theme Advantages:** - Better persistence using dt_reports table vs transients @@ -93,6 +94,8 @@ The theme version has achieved **~95% feature parity** with the plugin and actua - Better error handling and validation - Comprehensive example CSV files - Enhanced duplicate checking interface +- Multi-address support with semicolon separation +- Integrated geocoding workflow with rate limiting **Architecture Improvements:** - Server-side processing with better error handling diff --git a/dt-import/templates/documentation-modal.php b/dt-import/templates/documentation-modal.php index d511736c1..e8fd5c3ec 100644 --- a/dt-import/templates/documentation-modal.php +++ b/dt-import/templates/documentation-modal.php @@ -138,7 +138,9 @@

    123 Main St, Springfield, IL
    - 40.7128,-74.0060
    + 40.7128,-74.0060
    + 35°50′40.9″N, 103°27′7.5″E
    + Paris, France; Berlin, Germany
    100364199
    @@ -213,7 +215,43 @@
    -

    +

    + +
    +

    +
    + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
    New York40.7128,-74.0060Decimal Degrees
    Beijing39°54′26″N, 116°23′29″EDMS Coordinates
    MultipleParis, France; Berlin, GermanyMultiple Addresses
    Grid Location100364199Location Grid ID
    +

    @@ -293,6 +331,11 @@

    +
    +

    +

    +
    +

    From 43eef57c4d8bd15aec0a838290b5ce6f96001525 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 11:59:39 +0100 Subject: [PATCH 18/50] FIx preview for many records --- dt-import/admin/dt-import-processor.php | 50 +++++++++++++++++++++---- dt-import/assets/js/dt-import.js | 18 ++++++++- 2 files changed, 59 insertions(+), 9 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 733c6d6e3..8e1bb3fc2 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -15,11 +15,47 @@ class DT_CSV_Import_Processor { public static function generate_preview( $csv_data, $field_mappings, $post_type, $limit = 10, $offset = 0 ) { $headers = array_shift( $csv_data ); $preview_data = []; - $processed_count = 0; - $skipped_count = 0; + $field_settings = DT_Posts::get_post_field_settings( $post_type ); + + // First, analyze ALL rows to get accurate counts + $total_processable_count = 0; + $total_error_count = 0; + + foreach ( $csv_data as $row_index => $row ) { + $has_errors = false; + + // Check if this row has any valid data for mapped fields + $has_valid_data = false; + foreach ( $field_mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + $raw_value = $row[$column_index] ?? ''; + try { + $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type, true ); + if ( $processed_value !== null && $processed_value !== '' ) { + $has_valid_data = true; + } + } catch ( Exception $e ) { + $has_errors = true; + break; // If any field has errors, the whole row will be skipped + } + } + + if ( $has_errors ) { + $total_error_count++; + } else if ( $has_valid_data ) { + $total_processable_count++; + } + } + + // Now generate the limited preview data for display $data_rows = array_slice( $csv_data, $offset, $limit ); - $field_settings = DT_Posts::get_post_field_settings( $post_type ); + $preview_processed_count = 0; + $preview_skipped_count = 0; foreach ( $data_rows as $row_index => $row ) { $processed_row = []; @@ -115,9 +151,9 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, ]; if ( $has_errors ) { - $skipped_count++; + $preview_skipped_count++; } else { - $processed_count++; + $preview_processed_count++; } } @@ -125,8 +161,8 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, 'rows' => $preview_data, 'total_rows' => count( $csv_data ), 'preview_count' => count( $preview_data ), - 'processable_count' => $processed_count, - 'error_count' => $skipped_count, + 'processable_count' => $total_processable_count, // Use the accurate count from analyzing all rows + 'error_count' => $total_error_count, // Use the accurate error count from analyzing all rows 'offset' => $offset, 'limit' => $limit ]; diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index d30eb660e..83c5b7729 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1208,7 +1208,13 @@ } startProgressPolling() { - const pollInterval = setInterval(() => { + let isPolling = false; + + const pollStatus = () => { + if (isPolling) return; // Skip if previous request is still in progress + + isPolling = true; + fetch(`${dtImport.restUrl}${this.sessionId}/status`, { headers: { 'X-WP-Nonce': dtImport.nonce, @@ -1230,18 +1236,26 @@ this.isProcessing = false; this.hideProcessing(); this.showImportResults(data.data); + return; // Don't continue polling } else if (status === 'failed') { clearInterval(pollInterval); this.isProcessing = false; this.hideProcessing(); this.showError('Import failed'); + return; // Don't continue polling } } }) .catch((error) => { console.error('Status polling error:', error); + }) + .finally(() => { + isPolling = false; // Reset flag when request completes }); - }, 2000); // Poll every 2 seconds + }; + + const pollInterval = setInterval(pollStatus, 5000); // Poll every 5 seconds + pollStatus(); // Start first poll immediately } updateProgress(progress, status) { From a30d788690eb03c6e622224c968451f6d76e3838 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 14:07:36 +0100 Subject: [PATCH 19/50] Contact contact: when geocoding, remove contact_address if gecoding successful --- dt-posts/posts.php | 16 ++++++++++------ 1 file changed, 10 insertions(+), 6 deletions(-) diff --git a/dt-posts/posts.php b/dt-posts/posts.php index 389ce1192..8d9b08dac 100644 --- a/dt-posts/posts.php +++ b/dt-posts/posts.php @@ -1872,13 +1872,17 @@ public static function update_post_contact_methods( array $post_settings, int $p if ( in_array( $field['value'], $existing_values, true ) ){ continue; } - $potential_error = self::add_post_contact_method( $post_settings, $post_id, $field['key'], $field['value'], $field ); - if ( is_wp_error( $potential_error ) ){ - return $potential_error; - } + $is_address_to_geocode = $details_key === 'contact_address' && isset( $field['geolocate'] ) && !empty( $field['geolocate'] ); + $geocode_potential_error = null; // Geocode any identified addresses ahead of field creation - if ( $details_key === 'contact_address' && isset( $field['geolocate'] ) && !empty( $field['geolocate'] ) ){ - $potential_error = self::geolocate_addresses( $post_id, $post_settings['post_type'], $details_key, $field['value'] ); + if ( $is_address_to_geocode ){ + $geocode_potential_error = self::geolocate_addresses( $post_id, $post_settings['post_type'], $details_key, $field['value'] ); + } + if ( !$is_address_to_geocode || is_wp_error( $geocode_potential_error ) ){ + $potential_error = self::add_post_contact_method( $post_settings, $post_id, $field['key'], $field['value'], $field ); + if ( is_wp_error( $potential_error ) ){ + return $potential_error; + } } } } else { From 1630b317f5e68c6a26970c10a4a9aaeb53edf129 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 14:52:29 +0100 Subject: [PATCH 20/50] FIx location import and geocoding --- dt-import/admin/dt-import-admin-tab.php | 25 +- dt-import/admin/dt-import-processor.php | 145 ++++- dt-import/assets/js/dt-import.js | 70 +-- .../includes/dt-import-field-handlers.php | 94 ++- dt-import/includes/dt-import-geocoding.php | 547 +++--------------- dt-posts/posts.php | 2 +- 6 files changed, 340 insertions(+), 543 deletions(-) diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 8d9249a8f..88a110be9 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -291,10 +291,10 @@ private function get_translations() { 'newRecordIndicator' => __( '(NEW)', 'disciple_tools' ), // Geocoding translations - 'geocodingService' => __( 'Geocoding Service', 'disciple_tools' ), - 'selectGeocodingService' => __( 'Select a geocoding service to convert addresses to coordinates', 'disciple_tools' ), - 'geocodingNote' => __( 'Note: Geocoding will be applied to location_meta fields that contain addresses or coordinates', 'disciple_tools' ), - 'geocodingOptional' => __( 'Geocoding is optional - you can import without it', 'disciple_tools' ), + 'geocodingService' => __( 'Geocoding', 'disciple_tools' ), + 'enableGeocoding' => __( 'Enable geocoding for addresses', 'disciple_tools' ), + 'geocodingNote' => __( 'When enabled, addresses will be automatically converted to coordinates and location grid data', 'disciple_tools' ), + 'geocodingOptional' => __( 'Geocoding is optional - you can import addresses without converting them', 'disciple_tools' ), 'locationInfo' => __( 'location fields accept grid IDs, coordinates (lat,lng), or addresses', 'disciple_tools' ), 'locationMetaInfo' => __( 'location_meta fields accept grid IDs, coordinates (lat,lng), or addresses', 'disciple_tools' ), 'noGeocodingService' => __( 'No geocoding service is available. Please configure Google Maps or Mapbox API keys.', 'disciple_tools' ), @@ -325,21 +325,12 @@ private function get_field_types() { } private function get_geocoding_services() { - $available_services = DT_CSV_Import_Geocoding::get_available_geocoding_services(); + // Since frontend is just a checkbox, we only need to know if geocoding is available + $is_available = DT_CSV_Import_Geocoding::is_geocoding_available(); - $services = [ - 'none' => __( 'No Geocoding', 'disciple_tools' ) + return [ + 'available' => $is_available ]; - - if ( in_array( 'google', $available_services ) ) { - $services['google'] = __( 'Google Maps', 'disciple_tools' ); - } - - if ( in_array( 'mapbox', $available_services ) ) { - $services['mapbox'] = __( 'Mapbox', 'disciple_tools' ); - } - - return $services; } private function get_max_file_size() { diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 8e1bb3fc2..b3eade6fd 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -186,16 +186,20 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p return null; } + $result = null; + switch ( $field_type ) { case 'text': case 'textarea': - return sanitize_text_field( trim( $raw_value ) ); + $result = sanitize_text_field( trim( $raw_value ) ); + break; case 'number': if ( !is_numeric( $raw_value ) ) { throw new Exception( "Invalid number: {$raw_value}" ); } - return floatval( $raw_value ); + $result = floatval( $raw_value ); + break; case 'date': $date_format = isset( $mapping['date_format'] ) ? $mapping['date_format'] : 'auto'; @@ -203,46 +207,69 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p if ( empty( $normalized_date ) ) { throw new Exception( "Invalid date format: {$raw_value}" ); } - return $normalized_date; + $result = $normalized_date; + break; case 'boolean': $boolean_value = DT_CSV_Import_Utilities::normalize_boolean( $raw_value ); if ( $boolean_value === null ) { throw new Exception( "Invalid boolean value: {$raw_value}" ); } - return $boolean_value; + $result = $boolean_value; + break; case 'key_select': - return self::process_key_select_value( $raw_value, $mapping, $field_config ); + $result = self::process_key_select_value( $raw_value, $mapping, $field_config ); + break; case 'multi_select': - return self::process_multi_select_value( $raw_value, $mapping, $field_config ); + $result = self::process_multi_select_value( $raw_value, $mapping, $field_config ); + break; case 'tags': - return self::process_tags_value( $raw_value ); + $result = self::process_tags_value( $raw_value ); + break; case 'communication_channel': - return self::process_communication_channel_value( $raw_value, $field_key ); + $result = self::process_communication_channel_value( $raw_value, $field_key ); + // Add geolocate flag for address fields if geocoding is enabled + if ( ( $field_key === 'contact_address' || strpos( $field_key, 'address' ) !== false ) && is_array( $result ) ) { + $geocode_service = $mapping['geocode_service'] ?? 'none'; + if ( $geocode_service !== 'none' ) { + foreach ( $result as &$address_entry ) { + $address_entry['geolocate'] = true; + } + } + } + break; case 'connection': - return self::process_connection_value( $raw_value, $field_config, $preview_mode ); + $result = self::process_connection_value( $raw_value, $field_config, $preview_mode ); + break; case 'user_select': - return self::process_user_select_value( $raw_value ); + $result = self::process_user_select_value( $raw_value ); + break; case 'location': - return self::process_location_value( $raw_value ); + $result = self::process_location_value( $raw_value ); + break; case 'location_grid': - return self::process_location_grid_value( $raw_value ); + $result = self::process_location_grid_value( $raw_value ); + break; case 'location_meta': $geocode_service = $mapping['geocode_service'] ?? 'none'; - return self::process_location_grid_meta_value( $raw_value, $geocode_service, $preview_mode ); + $result = self::process_location_grid_meta_value( $raw_value, $geocode_service, $preview_mode ); + break; default: - return sanitize_text_field( trim( $raw_value ) ); + $result = sanitize_text_field( trim( $raw_value ) ); + break; } + + return $result; } /** @@ -352,7 +379,7 @@ private static function process_connection_value( $raw_value, $field_config, $pr $connections = DT_CSV_Import_Utilities::split_multi_value( $raw_value ); $processed_connections = []; - foreach ( $connections as $connection ) { + foreach ( $connections as $connection_index => $connection ) { $connection = trim( $connection ); $connection_info = [ 'raw_value' => $connection, @@ -365,6 +392,7 @@ private static function process_connection_value( $raw_value, $field_config, $pr // Try to find by ID first if ( is_numeric( $connection ) ) { $post = DT_Posts::get_post( $connection_post_type, intval( $connection ), true, false ); + if ( !is_wp_error( $post ) ) { $connection_info['id'] = intval( $connection ); $connection_info['name'] = $post['title'] ?? $post['name'] ?? "Record #{$connection}"; @@ -375,6 +403,7 @@ private static function process_connection_value( $raw_value, $field_config, $pr } else { $processed_connections[] = intval( $connection ); } + continue; } } @@ -405,6 +434,7 @@ private static function process_connection_value( $raw_value, $field_config, $pr } else { // Create the record during actual import $new_post = self::create_connection_record( $connection_post_type, $connection ); + if ( !is_wp_error( $new_post ) ) { $connection_info['id'] = $new_post['ID']; $processed_connections[] = $new_post['ID']; @@ -446,7 +476,9 @@ private static function create_connection_record( $post_type, $name ) { } // Create the post - return DT_Posts::create_post( $post_type, $post_data, true, false ); + $result = DT_Posts::create_post( $post_type, $post_data, true, false ); + + return $result; } /** @@ -525,10 +557,16 @@ private static function process_location_grid_value( $raw_value ) { } /** - * Process location_grid_meta field value + * Process location_grid_meta field value using DT's native geocoding */ private static function process_location_grid_meta_value( $raw_value, $geocode_service, $preview_mode = false ) { - $result = DT_CSV_Import_Field_Handlers::handle_location_grid_meta_field( $raw_value, [], $geocode_service, $preview_mode ); + $import_settings = [ + 'geocode_service' => $geocode_service, + 'preview_mode' => $preview_mode + ]; + + $result = DT_CSV_Import_Field_Handlers::handle_location_grid_meta( $raw_value, 'location_grid_meta', '', [], $import_settings ); + return $result; } @@ -609,20 +647,24 @@ public static function format_value_for_api( $processed_value, $field_key, $post break; case 'location_meta': - // Format location meta for DT_Posts API (same as location_grid_meta) + // DT's native location_grid_meta format - already properly formatted by handlers if ( is_array( $processed_value ) && !empty( $processed_value ) ) { - // Check if this is an array of multiple locations (from semicolon-separated input) + // Check if it's already in DT's native format with 'values' key + if ( isset( $processed_value['values'] ) ) { + return $processed_value; + } + // Legacy format - convert to DT's native format if ( isset( $processed_value[0] ) && is_array( $processed_value[0] ) ) { - // Multiple locations - each element is a location object + // Multiple locations return [ - 'values' => $processed_value + 'values' => $processed_value, + 'force_values' => false ]; } else { // Single location object return [ - 'values' => [ - $processed_value - ] + 'values' => [ $processed_value ], + 'force_values' => false ]; } } @@ -636,6 +678,26 @@ public static function format_value_for_api( $processed_value, $field_key, $post break; } + // Handle special field keys that might not have standard types + if ( $field_key === 'contact_address' || strpos( $field_key, 'address' ) !== false ) { + // contact_address is a communication channel - format as such + if ( is_array( $processed_value ) && !empty( $processed_value ) ) { + return [ + 'values' => $processed_value + ]; + } + } + + if ( $field_key === 'location_grid_meta' ) { + // DT's native location_grid_meta format - already properly formatted by handlers + if ( is_array( $processed_value ) && !empty( $processed_value ) ) { + // Check if it's already in DT's native format with 'values' key + if ( isset( $processed_value['values'] ) ) { + return $processed_value; + } + } + } + // For all other field types, return as-is return $processed_value; } @@ -840,7 +902,6 @@ public static function execute_import( $session_id ) { try { $post_data = []; $duplicate_check_fields = []; - foreach ( $field_mappings as $column_index => $mapping ) { if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { continue; @@ -851,9 +912,33 @@ public static function execute_import( $session_id ) { if ( !empty( trim( $raw_value ) ) ) { $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type ); + if ( $processed_value !== null ) { - // Format value according to field type for DT_Posts API - $post_data[$field_key] = self::format_value_for_api( $processed_value, $field_key, $post_type ); + // Special handling for location_grid_meta that returns contact_address data + if ( $field_key === 'location_grid_meta' && is_array( $processed_value ) && isset( $processed_value['contact_address'] ) ) { + // Extract contact_address data and add it to the contact_address field + $contact_address_data = $processed_value['contact_address']; + + // Format for API + $formatted_address_value = self::format_value_for_api( $contact_address_data, 'contact_address', $post_type ); + + // Add to post_data under contact_address field + $post_data['contact_address'] = $formatted_address_value; + + // Remove contact_address from processed_value to avoid duplication + unset( $processed_value['contact_address'] ); + + // Check if there's still location_grid_meta data to process + if ( isset( $processed_value['values'] ) && !empty( $processed_value['values'] ) ) { + // Process the remaining location_grid_meta data + $formatted_location_value = self::format_value_for_api( $processed_value, $field_key, $post_type ); + $post_data[$field_key] = $formatted_location_value; + } + } else { + // Normal field processing + $formatted_value = self::format_value_for_api( $processed_value, $field_key, $post_type ); + $post_data[$field_key] = $formatted_value; + } // Check if this field has duplicate checking enabled if ( isset( $mapping['duplicate_checking'] ) && $mapping['duplicate_checking'] === true ) { @@ -955,9 +1040,11 @@ public static function execute_import( $session_id ) { } } catch ( Exception $e ) { $error_count++; + $error_message = $e->getMessage(); + $errors[] = [ 'row' => $row_index + 2, - 'message' => $e->getMessage() + 'message' => $error_message ]; } } diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 83c5b7729..15efd4cc4 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -49,7 +49,7 @@ ); // Geocoding service selection - $(document).on('change', '.geocoding-service-select', (e) => + $(document).on('change', '.geocoding-service-checkbox', (e) => this.handleGeocodingServiceChange(e), ); @@ -1100,9 +1100,21 @@ return '

    No fields selected for import. Please go back and configure field mappings.

    '; } + // Get field settings to convert field keys to human-readable names + const fieldSettings = this.getFieldSettingsForPostType(); + const headerHtml = `Row #` + - headers.map((header) => `${this.escapeHtml(header)}`).join(''); + headers + .map((fieldKey) => { + // Convert field key to human-readable field name + const fieldName = + fieldSettings[fieldKey] && fieldSettings[fieldKey].name + ? fieldSettings[fieldKey].name + : fieldKey; // fallback to field key if name not found + return `${this.escapeHtml(fieldName)}`; + }) + .join(''); const rowsHtml = rows .map((row) => { @@ -1767,27 +1779,14 @@ ); const $options = $card.find('.field-specific-options'); - // Get available geocoding services - const geocodingServices = dtImport.geocodingServices || {}; - - // Create options HTML - const serviceOptionsHtml = Object.entries(geocodingServices) - .map( - ([key, label]) => - ``, - ) - .join(''); - const geocodingSelectorHtml = `
    ${dtImport.translations.geocodingService}
    - -

    - ${dtImport.translations.selectGeocodingService} -

    +

    ${dtImport.translations.geocodingNote}

    ${dtImport.translations.geocodingOptional}

    @@ -1798,37 +1797,42 @@ $options.html(geocodingSelectorHtml).show(); - // Set default value to 'none' if not already set + // Set default value to false if not already set const currentMapping = this.fieldMappings[columnIndex]; - if (!currentMapping || !currentMapping.geocode_service) { - $options.find('.geocoding-service-select').val('none'); - this.updateFieldMappingGeocodingService(columnIndex, 'none'); + if ( + !currentMapping || + !currentMapping.geocode_service || + currentMapping.geocode_service === 'none' + ) { + $options.find('.geocoding-service-checkbox').prop('checked', false); + this.updateFieldMappingGeocodingService(columnIndex, false); } else { - $options - .find('.geocoding-service-select') - .val(currentMapping.geocode_service); + $options.find('.geocoding-service-checkbox').prop('checked', true); } } - updateFieldMappingGeocodingService(columnIndex, serviceKey) { - // Update the field mappings with the selected geocoding service + updateFieldMappingGeocodingService(columnIndex, isEnabled) { + // Update the field mappings with the geocoding enabled state if (!this.fieldMappings[columnIndex]) { // This shouldn't happen since field mapping should be set first console.warn(`No field mapping found for column ${columnIndex}`); return; } else { - this.fieldMappings[columnIndex].geocode_service = serviceKey; + // Convert boolean to service key for backend compatibility + this.fieldMappings[columnIndex].geocode_service = isEnabled + ? 'auto' + : 'none'; } this.updateMappingSummary(); } handleGeocodingServiceChange(e) { - const $select = $(e.target); - const columnIndex = $select.data('column-index'); - const serviceKey = $select.val(); + const $checkbox = $(e.target); + const columnIndex = $checkbox.data('column-index'); + const isEnabled = $checkbox.prop('checked'); - this.updateFieldMappingGeocodingService(columnIndex, serviceKey); + this.updateFieldMappingGeocodingService(columnIndex, isEnabled); } showDuplicateCheckingOptions(columnIndex, fieldKey, fieldConfig) { diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php index 6184a2ec5..fe5700f1f 100644 --- a/dt-import/includes/dt-import-field-handlers.php +++ b/dt-import/includes/dt-import-field-handlers.php @@ -223,7 +223,9 @@ public static function handle_location_grid_field( $value, $field_config ) { $grid_id = intval( $value ); // Validate that the grid ID exists - if ( !DT_CSV_Import_Geocoding::validate_grid_id( $grid_id ) ) { + $is_valid = DT_CSV_Import_Geocoding::validate_grid_id( $grid_id ); + + if ( !$is_valid ) { throw new Exception( "Invalid location grid ID: {$grid_id}" ); } @@ -233,22 +235,102 @@ public static function handle_location_grid_field( $value, $field_config ) { /** * Handle location_grid_meta field processing (supports numeric ID, coordinates, or address) */ - public static function handle_location_grid_meta_field( $value, $field_config, $geocode_service = 'none', $preview_mode = false ) { - return DT_CSV_Import_Geocoding::process_for_import( $value, $geocode_service, null, $preview_mode ); + public static function handle_location_grid_meta( $value, $field_key, $post_type, $field_settings, $import_settings ) { + if ( empty( $value ) ) { + return null; + } + + $geocode_service = $import_settings['geocode_service'] ?? 'none'; + $country_code = $import_settings['country_code'] ?? null; + $preview_mode = $import_settings['preview_mode'] ?? false; + + try { + $location_result = DT_CSV_Import_Geocoding::process_for_import( $value, $geocode_service, $country_code, $preview_mode ); + + if ( $location_result === null ) { + return null; + } + + // Handle different result formats from the geocoding processor + if ( isset( $location_result['location_grid_meta'] ) ) { + // Multiple locations with grid IDs or coordinates + $result = $location_result['location_grid_meta']; + + // Check if we also have addresses to process + if ( isset( $location_result['contact_address'] ) ) { + // Mixed data: both coordinates/grid IDs AND addresses + // Return both in the result so the processor can handle them + $result['contact_address'] = $location_result['contact_address']; + } + } elseif ( isset( $location_result['grid_id'] ) ) { + // Single grid ID + $result = [ + 'values' => [ + [ + 'grid_id' => $location_result['grid_id'] + ] + ], + 'force_values' => false + ]; + } elseif ( isset( $location_result['lat'], $location_result['lng'] ) ) { + // Single coordinate pair + $result = [ + 'values' => [ + [ + 'lng' => $location_result['lng'], + 'lat' => $location_result['lat'] + ] + ], + 'force_values' => false + ]; + } elseif ( isset( $location_result['address_for_geocoding'] ) ) { + // Single address mapped to location_grid_meta - create contact_address with geocoding + $result = [ + 'contact_address' => [ + [ + 'value' => $location_result['address_for_geocoding'], + 'geolocate' => $geocode_service !== 'none' + ] + ] + ]; + } elseif ( isset( $location_result['contact_address'] ) ) { + // Multiple addresses mapped to location_grid_meta - use existing contact_address format + $result = [ + 'contact_address' => $location_result['contact_address'] + ]; + } else { + // Unknown format + return null; + } + + return $result; + + } catch ( Exception $e ) { + + return [ + 'error' => 'Location processing failed: ' . $e->getMessage() + ]; + } } + + /** * Handle location field processing (legacy) */ public static function handle_location_field( $value, $field_config ) { $value = trim( $value ); + $result = null; + // Check if it's a grid ID if ( is_numeric( $value ) ) { - return self::handle_location_grid_field( $value, $field_config ); + $result = self::handle_location_grid_field( $value, $field_config ); + } else { + // For non-numeric values, treat as location_grid_meta + $result = self::handle_location_grid_meta( $value, '', '', [], [] ); } - // For non-numeric values, treat as location_grid_meta - return self::handle_location_grid_meta_field( $value, $field_config ); + return $result; } } diff --git a/dt-import/includes/dt-import-geocoding.php b/dt-import/includes/dt-import-geocoding.php index ec06bbbff..d867085ae 100644 --- a/dt-import/includes/dt-import-geocoding.php +++ b/dt-import/includes/dt-import-geocoding.php @@ -1,7 +1,8 @@ 90 || $lng < -180 || $lng > 180 ) { - throw new Exception( 'Coordinates out of valid range' ); - } - - switch ( strtolower( $geocode_service ) ) { - case 'google': - return self::reverse_geocode_with_google( $lat, $lng ); - - case 'mapbox': - return self::reverse_geocode_with_mapbox( $lat, $lng ); - - default: - throw new Exception( "Unsupported geocoding service: {$geocode_service}" ); - } - } - - /** - * Get location grid ID from coordinates - */ - public static function get_grid_id_from_coordinates( $lat, $lng, $country_code = null ) { - if ( !class_exists( 'Location_Grid_Geocoder' ) ) { - throw new Exception( 'Location_Grid_Geocoder class not available' ); - } - - $geocoder = new Location_Grid_Geocoder(); - $result = $geocoder->get_grid_id_by_lnglat( $lng, $lat, $country_code ); - - if ( empty( $result ) ) { - throw new Exception( 'Could not find location grid for coordinates' ); - } - - return $result; + return $google_available || $mapbox_available; } /** @@ -163,148 +36,41 @@ public static function validate_grid_id( $grid_id ) { return !empty( $exists ); } - /** - * Geocode with Google API - */ - private static function geocode_with_google( $address, $country_code = null ) { - if ( !class_exists( 'Disciple_Tools_Google_Geocode_API' ) ) { - throw new Exception( 'Google Geocoding API not available' ); - } - - if ( !Disciple_Tools_Google_Geocode_API::get_key() ) { - throw new Exception( 'Google API key not configured' ); - } - - if ( $country_code ) { - $result = Disciple_Tools_Google_Geocode_API::query_google_api_with_components( - $address, - [ 'country' => $country_code ] - ); - } else { - $result = Disciple_Tools_Google_Geocode_API::query_google_api( $address ); - } - - if ( !$result || !isset( $result['results'][0] ) ) { - throw new Exception( 'Google geocoding failed for address: ' . $address ); - } - - $location = $result['results'][0]['geometry']['location']; - $formatted_address = $result['results'][0]['formatted_address']; - - return [ - 'lat' => $location['lat'], - 'lng' => $location['lng'], - 'formatted_address' => $formatted_address, - 'service' => 'google', - 'raw' => $result - ]; - } - - /** - * Geocode with Mapbox API - */ - private static function geocode_with_mapbox( $address, $country_code = null ) { - if ( !class_exists( 'DT_Mapbox_API' ) ) { - throw new Exception( 'Mapbox API not available' ); - } - - if ( !DT_Mapbox_API::get_key() ) { - throw new Exception( 'Mapbox API key not configured' ); - } - - $result = DT_Mapbox_API::forward_lookup( $address, $country_code ); - - if ( !$result || empty( $result['features'] ) ) { - throw new Exception( 'Mapbox geocoding failed for address: ' . $address ); - } - - $feature = $result['features'][0]; - $center = $feature['center']; - - return [ - 'lat' => $center[1], - 'lng' => $center[0], - 'formatted_address' => $feature['place_name'], - 'relevance' => $feature['relevance'] ?? 1.0, - 'service' => 'mapbox', - 'raw' => $result - ]; - } - - /** - * Reverse geocode with Google API - */ - private static function reverse_geocode_with_google( $lat, $lng ) { - if ( !class_exists( 'Disciple_Tools_Google_Geocode_API' ) ) { - throw new Exception( 'Google Geocoding API not available' ); - } - - if ( !Disciple_Tools_Google_Geocode_API::get_key() ) { - throw new Exception( 'Google API key not configured' ); - } - - $result = Disciple_Tools_Google_Geocode_API::query_google_api_reverse( "{$lat},{$lng}" ); - - if ( !$result || !isset( $result['results'][0] ) ) { - throw new Exception( 'Google reverse geocoding failed' ); - } - - return [ - 'address' => $result['results'][0]['formatted_address'], - 'service' => 'google', - 'raw' => $result - ]; - } - - /** - * Reverse geocode with Mapbox API - */ - private static function reverse_geocode_with_mapbox( $lat, $lng ) { - if ( !class_exists( 'DT_Mapbox_API' ) ) { - throw new Exception( 'Mapbox API not available' ); - } - - if ( !DT_Mapbox_API::get_key() ) { - throw new Exception( 'Mapbox API key not configured' ); - } - - $result = DT_Mapbox_API::reverse_lookup( $lng, $lat ); - - if ( !$result || empty( $result['features'] ) ) { - throw new Exception( 'Mapbox reverse geocoding failed' ); - } - - return [ - 'address' => $result['features'][0]['place_name'], - 'service' => 'mapbox', - 'raw' => $result - ]; - } - /** * Process location data for import - * Combines geocoding with location grid assignment - * Supports multiple addresses separated by semicolons + * Note: This doesn't do actual geocoding - it just formats data and sets geolocate flag + * DT core handles the actual geocoding when geolocate=true */ public static function process_for_import( $value, $geocode_service = 'none', $country_code = null, $preview_mode = false ) { + // Convert boolean geocoding flag to service name for backwards compatibility + if ( $geocode_service === true || $geocode_service === 'auto' ) { + $geocode_service = self::is_geocoding_available() ? 'enabled' : 'none'; + } elseif ( $geocode_service === false ) { + $geocode_service = 'none'; + } + $value = trim( $value ); if ( empty( $value ) ) { return null; } + $result = null; + // In preview mode, don't perform actual geocoding - just return the raw values formatted for display if ( $preview_mode ) { - return self::process_for_preview( $value ); - } - - // Check if value contains multiple addresses separated by semicolons - if ( strpos( $value, ';' ) !== false ) { - return self::process_multiple_addresses( $value, $geocode_service, $country_code ); + $result = self::process_for_preview( $value ); + } else { + // Check if value contains multiple addresses separated by semicolons + if ( strpos( $value, ';' ) !== false ) { + $result = self::process_multiple_locations_for_dt( $value, $geocode_service, $country_code ); + } else { + // Process single location using DT's built-in capabilities + $result = self::process_single_location_for_dt( $value, $geocode_service, $country_code ); + } } - // Process single address/location - return self::process_single_location( $value, $geocode_service, $country_code ); + return $result; } /** @@ -383,66 +149,80 @@ private static function process_for_preview( $value ) { } /** - * Process multiple addresses separated by semicolons + * Process multiple locations using DT's built-in capabilities */ - private static function process_multiple_addresses( $value, $geocode_service = 'none', $country_code = null ) { + private static function process_multiple_locations_for_dt( $value, $geocode_service = 'none', $country_code = null ) { $addresses = explode( ';', $value ); - $processed_locations = []; - $errors = []; + $location_grid_values = []; + $address_values = []; - foreach ( $addresses as $address ) { + foreach ( $addresses as $index => $address ) { $address = trim( $address ); if ( empty( $address ) ) { continue; } try { - $location_result = self::process_single_location( $address, $geocode_service, $country_code ); - if ( $location_result !== null ) { - $processed_locations[] = $location_result; - } + $location_result = self::process_single_location_for_dt( $address, $geocode_service, $country_code ); - // Add a small delay to avoid rate limiting for geocoding services - if ( $geocode_service !== 'none' && count( $addresses ) > 1 ) { - usleep( 100000 ); // 0.1 second delay + if ( $location_result !== null ) { + if ( isset( $location_result['grid_id'] ) ) { + // Grid ID + $location_grid_values[] = [ + 'grid_id' => $location_result['grid_id'] + ]; + } elseif ( isset( $location_result['lat'], $location_result['lng'] ) ) { + // Coordinates + $location_grid_values[] = [ + 'lng' => $location_result['lng'], + 'lat' => $location_result['lat'] + ]; + } elseif ( isset( $location_result['address_for_geocoding'] ) ) { + // Address for geocoding - let DT core handle the geocoding + $address_values[] = [ + 'value' => $location_result['address_for_geocoding'], + 'geolocate' => $geocode_service !== 'none' + ]; + } } } catch ( Exception $e ) { - $errors[] = [ - 'address' => $address, - 'error' => $e->getMessage() - ]; - - // Still add the address with error info - $processed_locations[] = [ - 'label' => $address, - 'source' => 'csv_import', - 'geocoding_error' => $e->getMessage() + // Add as regular address without geocoding + $address_values[] = [ + 'value' => $address, + 'geolocate' => false ]; } } - // If we have multiple locations, return them as an array - if ( count( $processed_locations ) > 1 ) { - return $processed_locations; - } elseif ( count( $processed_locations ) === 1 ) { - return $processed_locations[0]; - } else { - throw new Exception( 'No valid addresses found in: ' . $value ); + $result = []; + + // Return location_grid_meta if we have grid IDs or coordinates + if ( !empty( $location_grid_values ) ) { + $result['location_grid_meta'] = [ + 'values' => $location_grid_values, + 'force_values' => false + ]; } + + // Return contact_address if we have addresses to geocode + if ( !empty( $address_values ) ) { + $result['contact_address'] = $address_values; + } + + return $result; } /** - * Process a single location (address, coordinates, or grid ID) + * Process a single location using DT's built-in capabilities */ - private static function process_single_location( $value, $geocode_service = 'none', $country_code = null ) { + private static function process_single_location_for_dt( $value, $geocode_service = 'none', $country_code = null ) { try { - // If it's a numeric grid ID, validate and return + // If it's a numeric grid ID, return grid format if ( is_numeric( $value ) ) { $grid_id = intval( $value ); if ( self::validate_grid_id( $grid_id ) ) { return [ - 'grid_id' => $grid_id, - 'source' => 'csv_import' + 'grid_id' => $grid_id ]; } else { throw new Exception( "Invalid location grid ID: {$grid_id}" ); @@ -451,6 +231,7 @@ private static function process_single_location( $value, $geocode_service = 'non // Check if it's coordinates in DMS format (degrees, minutes, seconds) $dms_coords = self::parse_dms_coordinates( $value ); + if ( $dms_coords !== null ) { $lat = $dms_coords['lat']; $lng = $dms_coords['lng']; @@ -460,50 +241,10 @@ private static function process_single_location( $value, $geocode_service = 'non throw new Exception( "Invalid DMS coordinates: {$value}" ); } - // Try to get grid ID from coordinates - try { - $grid_result = self::get_grid_id_from_coordinates( $lat, $lng, $country_code ); - - $location_meta = [ - 'lng' => $lng, - 'lat' => $lat, - 'source' => 'csv_import' - ]; - - if ( isset( $grid_result['grid_id'] ) ) { - $location_meta['grid_id'] = $grid_result['grid_id']; - } - - if ( isset( $grid_result['level'] ) ) { - $location_meta['level'] = $grid_result['level']; - } - - // Try to get address if geocoding service is available - if ( $geocode_service !== 'none' ) { - try { - $reverse_result = self::reverse_geocode( $lat, $lng, $geocode_service ); - $location_meta['label'] = $reverse_result['address']; - } catch ( Exception $e ) { - $location_meta['label'] = "{$lat}, {$lng}"; - } - } else { - $location_meta['label'] = "{$lat}, {$lng}"; - } - - return $location_meta; - - } catch ( Exception $e ) { - // If grid lookup fails, return coordinates anyway - $location_meta = [ - 'lng' => $lng, - 'lat' => $lat, - 'label' => "{$lat}, {$lng}", - 'source' => 'csv_import', - 'geocoding_note' => 'Could not assign to location grid: ' . $e->getMessage() - ]; - - return $location_meta; - } + return [ + 'lng' => $lng, + 'lat' => $lat + ]; } // Check if it's coordinates in decimal format (lat,lng) @@ -517,99 +258,21 @@ private static function process_single_location( $value, $geocode_service = 'non throw new Exception( "Invalid coordinates: {$value}" ); } - // Try to get grid ID from coordinates - try { - $grid_result = self::get_grid_id_from_coordinates( $lat, $lng, $country_code ); - - $location_meta = [ - 'lng' => $lng, - 'lat' => $lat, - 'source' => 'csv_import' - ]; - - if ( isset( $grid_result['grid_id'] ) ) { - $location_meta['grid_id'] = $grid_result['grid_id']; - } - - if ( isset( $grid_result['level'] ) ) { - $location_meta['level'] = $grid_result['level']; - } - - // Try to get address if geocoding service is available - if ( $geocode_service !== 'none' ) { - try { - $reverse_result = self::reverse_geocode( $lat, $lng, $geocode_service ); - $location_meta['label'] = $reverse_result['address']; - } catch ( Exception $e ) { - $location_meta['label'] = "{$lat}, {$lng}"; - } - } else { - $location_meta['label'] = "{$lat}, {$lng}"; - } - - return $location_meta; - - } catch ( Exception $e ) { - // If grid lookup fails, return coordinates anyway - $location_meta = [ - 'lng' => $lng, - 'lat' => $lat, - 'label' => "{$lat}, {$lng}", - 'source' => 'csv_import', - 'geocoding_note' => 'Could not assign to location grid: ' . $e->getMessage() - ]; - - return $location_meta; - } - } - - // Treat as address - if ( $geocode_service === 'none' ) { return [ - 'label' => $value, - 'source' => 'csv_import', - 'geocoding_note' => 'Address not geocoded - no geocoding service selected' + 'lng' => $lng, + 'lat' => $lat ]; } - // Geocode the address - $geocode_result = self::geocode_address( $value, $geocode_service, $country_code ); - - $location_meta = [ - 'lng' => $geocode_result['lng'], - 'lat' => $geocode_result['lat'], - 'label' => $geocode_result['formatted_address'], - 'source' => 'csv_import' + // Treat as address - let DT handle the geocoding + return [ + 'address_for_geocoding' => $value ]; - // Try to get grid ID from the geocoded coordinates - try { - $grid_result = self::get_grid_id_from_coordinates( - $geocode_result['lat'], - $geocode_result['lng'], - $country_code - ); - - if ( isset( $grid_result['grid_id'] ) ) { - $location_meta['grid_id'] = $grid_result['grid_id']; - } - - if ( isset( $grid_result['level'] ) ) { - $location_meta['level'] = $grid_result['level']; - } - } catch ( Exception $e ) { - $location_meta['geocoding_note'] = 'Could not assign to location grid: ' . $e->getMessage(); - } - - return $location_meta; - } catch ( Exception $e ) { - error_log( 'DT CSV Import Geocoding Error: ' . $e->getMessage() ); - + // Return as regular address without geocoding on error return [ - 'label' => $value, - 'source' => 'csv_import', - 'geocoding_error' => $e->getMessage() + 'address_for_geocoding' => $value ]; } } @@ -690,34 +353,4 @@ private static function parse_dms_coordinates( $value ) { 'lng' => $lng ]; } - - /** - * Batch process multiple location values - */ - public static function batch_process( $values, $geocode_service = 'none', $country_code = null ) { - $results = []; - $errors = []; - - foreach ( $values as $index => $value ) { - try { - $result = self::process_for_import( $value, $geocode_service, $country_code ); - $results[$index] = $result; - - // Add a small delay to avoid rate limiting - if ( $geocode_service !== 'none' && count( $values ) > 10 ) { - usleep( 100000 ); // 0.1 second delay - } - } catch ( Exception $e ) { - $errors[$index] = [ - 'value' => $value, - 'error' => $e->getMessage() - ]; - } - } - - return [ - 'results' => $results, - 'errors' => $errors - ]; - } } diff --git a/dt-posts/posts.php b/dt-posts/posts.php index 8d9b08dac..fea8f227e 100644 --- a/dt-posts/posts.php +++ b/dt-posts/posts.php @@ -1878,7 +1878,7 @@ public static function update_post_contact_methods( array $post_settings, int $p if ( $is_address_to_geocode ){ $geocode_potential_error = self::geolocate_addresses( $post_id, $post_settings['post_type'], $details_key, $field['value'] ); } - if ( !$is_address_to_geocode || is_wp_error( $geocode_potential_error ) ){ + if ( !$is_address_to_geocode || is_wp_error( $geocode_potential_error ) || empty( $geocode_potential_error ) ){ $potential_error = self::add_post_contact_method( $post_settings, $post_id, $field['key'], $field['value'], $field ); if ( is_wp_error( $potential_error ) ){ return $potential_error; From 765847ab27c713fadb3e49ae0695e775b18c3f45 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 15:09:16 +0100 Subject: [PATCH 21/50] cleanup --- dt-import/CSV_IMPORT_DOCUMENTATION.md | 64 ++- dt-import/DEVELOPER_GUIDE.md | 460 ++++++++++++++++++ dt-import/FEATURE_IMPLEMENTATION.md | 128 ----- dt-import/FIELD_DETECTION.md | 188 ------- dt-import/LOCATION_IMPORT_GUIDE.md | 182 ------- dt-import/PROJECT_SPECIFICATION.md | 374 -------------- .../documentation-modal.php | 0 dt-import/admin/dt-import-admin-tab.php | 2 +- .../rest-endpoints.php} | 0 dt-import/dt-import.php | 2 +- 10 files changed, 510 insertions(+), 890 deletions(-) create mode 100644 dt-import/DEVELOPER_GUIDE.md delete mode 100644 dt-import/FEATURE_IMPLEMENTATION.md delete mode 100644 dt-import/FIELD_DETECTION.md delete mode 100644 dt-import/LOCATION_IMPORT_GUIDE.md delete mode 100644 dt-import/PROJECT_SPECIFICATION.md rename dt-import/{templates => admin}/documentation-modal.php (100%) rename dt-import/{ajax/dt-import-ajax.php => admin/rest-endpoints.php} (100%) diff --git a/dt-import/CSV_IMPORT_DOCUMENTATION.md b/dt-import/CSV_IMPORT_DOCUMENTATION.md index 44206d122..889b5f4ac 100644 --- a/dt-import/CSV_IMPORT_DOCUMENTATION.md +++ b/dt-import/CSV_IMPORT_DOCUMENTATION.md @@ -11,12 +11,14 @@ The CSV Import feature allows you to bulk import data into Disciple Tools from C 1. Navigate to **Admin** → **Settings** → **Import** tab 2. You must have `manage_dt` permissions to access the import functionality +**Note**: Only users with administrator or manager roles can access the import feature. If you don't see the Import tab, contact your system administrator to request the necessary permissions. + ### Import Process -The import process consists of 4 steps: +The import process consists of 4 main steps: 1. **Select Record Type** - Choose whether to import Contacts or Groups -2. **Upload CSV** - Upload your CSV file (max 10MB) +2. **Upload CSV & Configure Options** - Upload your CSV file (max 10MB) and set import options 3. **Map Fields** - Map your CSV columns to Disciple Tools fields 4. **Preview & Import** - Review and execute the import @@ -40,6 +42,8 @@ The import process consists of 4 steps: ## Supported Field Types +The CSV import tool supports 14 different field types. Each field type has specific formatting requirements and validation rules. + ### 1. Text Fields **Field Type**: `text` @@ -417,7 +421,7 @@ The import process consists of 4 steps: ### 14. Location Meta Fields -**Field Type**: `location_grid_meta` +**Field Type**: `location_meta` **Description**: Enhanced location with geocoding support @@ -490,15 +494,22 @@ Use quotes around text containing commas: ### Default Values Set default values that apply to all imported records: -- **Source**: Default source for tracking -- **Assigned To**: Default user assignment -- **Status**: Default status for new records +- **Source**: Default source for tracking (e.g., 'csv_import', 'data_migration') +- **Assigned To**: Default user assignment for all imported records + +### Duplicate Checking +Configure how the system handles potential duplicate records: +- **Enable Duplicate Checking**: Check for existing records with matching values +- **Merge Fields**: Choose which fields to use for duplicate detection (typically phone or email) +- **Behavior**: When duplicates are found, the system updates existing records instead of creating new ones ### Geocoding Services -If enabled, addresses can be automatically geocoded: -- **Google Maps**: Requires API key -- **Mapbox**: Requires API token -- **None**: No automatic geocoding +Configure automatic address geocoding for location fields: +- **Google Maps**: Requires Google Maps API key configuration +- **Mapbox**: Requires Mapbox API token configuration +- **None**: Import addresses without automatic geocoding + +**Note**: Geocoding services must be configured in Disciple Tools settings before they become available for import. --- @@ -554,6 +565,18 @@ If enabled, addresses can be automatically geocoded: 3. **Check Field Options**: Review available options for dropdown fields during mapping 4. **Validate Data**: Clean your data before import 5. **Backup First**: Always backup your data before large imports +6. **Review Mapping**: Carefully review automatic field mappings before proceeding +7. **Check Duplicates**: Enable duplicate checking for communication fields to avoid duplicate records +8. **Test Geocoding**: If using location fields, test geocoding with a few addresses first + +### System Limitations + +- **File Size**: Maximum 10MB per CSV file +- **Memory**: Large imports may require adequate server memory +- **Timeout**: Very large imports may be processed in batches to avoid timeouts +- **Permissions**: Requires `manage_dt` capability to access import functionality +- **Geocoding**: Requires API keys for Google Maps or Mapbox services +- **Records**: No hard limit on number of records, but performance depends on server resources --- @@ -570,11 +593,20 @@ During the import process, you'll map your CSV columns to Disciple Tools fields: ## Example CSV Files -The import tool provides downloadable example files: +The import tool provides four downloadable example files: + +### Basic Templates +- **`example_contacts.csv`**: Simple contact import template with essential fields +- **`example_groups.csv`**: Simple group import template with basic fields + +### Comprehensive Templates +- **`example_contacts_comprehensive.csv`**: Complete contact template with all available field types, milestone options, and relationship examples +- **`example_groups_comprehensive.csv`**: Complete group template with all field types, health metrics, and member/leader relationships -- **Basic Contacts CSV**: Simple contact import template -- **Basic Groups CSV**: Simple group import template -- **Comprehensive Contacts CSV**: All contact fields with examples -- **Comprehensive Groups CSV**: All group fields with examples +**Access**: Download these files from the Import interface sidebar or from the admin settings page. -Use these as starting points for your own import files. \ No newline at end of file +**Usage Tips**: +- Start with basic templates for simple imports +- Use comprehensive templates to see all available field options +- Modify the templates by removing unnecessary columns for your specific needs +- Keep the header row and follow the same formatting patterns \ No newline at end of file diff --git a/dt-import/DEVELOPER_GUIDE.md b/dt-import/DEVELOPER_GUIDE.md new file mode 100644 index 000000000..61ca7578a --- /dev/null +++ b/dt-import/DEVELOPER_GUIDE.md @@ -0,0 +1,460 @@ +# DT Import CSV - Developer Guide + +## Overview + +The DT Import system provides comprehensive CSV import functionality for Disciple.Tools post types. This guide covers the technical implementation details for developers working on or integrating with the import system. + +## Core Architecture + +### File Structure +``` +wp-content/themes/disciple-tools-theme/dt-import/ +├── dt-import.php # Main plugin file +├── admin/ +│ ├── dt-import-admin-tab.php # Admin tab integration +│ ├── dt-import-mapping.php # Field mapping logic +│ ├── dt-import-processor.php # Import processing +│ ├── rest-endpoints.php # REST API endpoints +│ └── documentation-modal.php # Documentation modal template +├── includes/ +│ ├── dt-import-field-handlers.php # Field-specific processors +│ ├── dt-import-utilities.php # Utility functions +│ ├── dt-import-validators.php # Data validation +│ └── dt-import-geocoding.php # Geocoding services +└── assets/ + ├── js/ + │ ├── dt-import.js # Main frontend JavaScript + │ └── dt-import-modals.js # Modal handling + ├── css/dt-import.css # Styling + └── example CSV files # Example templates +``` + +### Main Classes +- `DT_Theme_CSV_Import`: Core plugin initialization +- `DT_CSV_Import_Admin_Tab`: WordPress admin integration +- `DT_CSV_Import_Mapping`: Field detection and mapping +- `DT_CSV_Import_Processor`: Data processing and import execution +- `DT_CSV_Import_Field_Handlers`: Field-specific processing logic + +## Field Type Processing + +### Field Handler Methods + +Each field type has specific processing logic: + +```php +// Text fields - direct assignment +handle_text_field($value, $field_key, $post_type) + +// Date fields - format conversion to Y-m-d +handle_date_field($value, $field_key, $post_type) + +// Boolean fields - convert various formats to boolean +handle_boolean_field($value, $field_key, $post_type) + +// Key select - map CSV values to field options +handle_key_select_field($value, $field_key, $post_type, $value_mapping) + +// Multi select - split semicolon-separated values +handle_multi_select_field($value, $field_key, $post_type, $value_mapping) + +// Communication channels - validate and format +handle_communication_channel_field($value, $field_key, $post_type) + +// Connections - lookup by ID or name, create if needed +handle_connection_field($value, $field_key, $post_type, $create_missing) + +// User select - lookup by ID, username, or display name +handle_user_select_field($value, $field_key, $post_type) + +// Location fields - geocoding and grid assignment +handle_location_field($value, $field_key, $post_type, $geocoding_service) +handle_location_grid_field($value, $field_key, $post_type) +handle_location_grid_meta_field($value, $field_key, $post_type, $geocoding_service) +``` + +### Value Mapping Structure + +For key_select and multi_select fields: + +```php +$field_mappings[column_index] = [ + 'field_key' => 'field_name', + 'column_index' => 0, + 'value_mapping' => [ + 'csv_value_1' => 'dt_option_key_1', + 'csv_value_2' => 'dt_option_key_2', + // ... more mappings + ] +]; +``` + +## Automatic Field Detection + +### Detection Logic Priority + +1. **Predefined Field Headings** (100% confidence) +2. **Direct Field Matching** (100% confidence) +3. **Communication Channel Detection** (100% confidence) +4. **Partial Matching** (75% confidence) +5. **Extended Field Aliases** (≤75% confidence) + +### Predefined Headings + +```php +$predefined_headings = [ + 'contact_phone' => ['phone', 'mobile', 'telephone', 'cell', 'phone_number'], + 'contact_email' => ['email', 'e-mail', 'email_address', 'mail'], + 'contact_address' => ['address', 'street_address', 'home_address'], + 'name' => ['title', 'name', 'contact_name', 'full_name', 'display_name'], + // ... more mappings +]; +``` + +### Auto-Mapping Threshold + +- **≥75% confidence**: Automatically mapped +- **<75% confidence**: Shows "No match found", requires manual selection + +## API Endpoints + +### Get Field Options +``` +GET /wp-json/dt-csv-import/v2/{post_type}/field-options?field_key={field_key} +``` + +Returns available options for key_select and multi_select fields. + +### Get Column Data +``` +GET /wp-json/dt-csv-import/v2/{session_id}/column-data?column_index={index} +``` + +Returns unique values and sample data from CSV column. + +### Import Processing +``` +POST /wp-json/dt-csv-import/v2/import +``` + +Executes the import with field mappings and configuration. + +## Data Processing Flow + +### Import Workflow + +1. **File Upload**: CSV uploaded and parsed +2. **Field Detection**: Headers analyzed for field suggestions +3. **Field Mapping**: User maps columns to DT fields +4. **Value Mapping**: For key_select/multi_select, map CSV values to options +5. **Validation**: Data validated against field requirements +6. **Processing**: Records created via DT_Posts API +7. **Reporting**: Results and errors reported + +### Multi-Value Field Processing + +Fields supporting multiple values use semicolon separation: + +```php +// Split semicolon-separated values +$values = array_map('trim', explode(';', $csv_value)); + +// Process each value +foreach ($values as $value) { + // Handle individual value based on field type +} +``` + +## Location Field Handling + +### Supported Location Formats + +#### location_grid +- **Input**: Numeric grid ID only +- **Processing**: Direct validation and assignment +- **Example**: `12345` + +#### location_grid_meta +- **Numeric grid ID**: `12345` +- **Decimal coordinates**: `40.7128, -74.0060` +- **DMS coordinates**: `35°50′40.9″N, 103°27′7.5″E` +- **Address strings**: `123 Main St, New York, NY` +- **Multiple locations**: `Paris; Berlin` (semicolon-separated) + +#### Coordinate Format Support + +**Decimal Degrees**: +```php +// Format: latitude,longitude +// Range: -90 to 90 (lat), -180 to 180 (lng) +preg_match('/^(-?\d+\.?\d*),\s*(-?\d+\.?\d*)$/', $value, $matches) +``` + +**DMS (Degrees, Minutes, Seconds)**: +```php +// Format: DD°MM′SS.S″N/S, DDD°MM′SS.S″E/W +// Supports various symbols: °′″ or d m s or regular quotes +$dms_pattern = '/(\d+)[°d]\s*(\d+)[\'′m]\s*([\d.]+)["″s]?\s*([NSEW])/i'; +``` + +### Geocoding Integration + +```php +// Geocoding availability check +$is_geocoding_available = DT_CSV_Import_Geocoding::is_geocoding_available(); + +// The system uses DT's built-in geocoding services: +// - Google Maps (if API key configured) +// - Mapbox (if API token configured) + +// Geocoding during import is handled by DT core +// Import system just sets the geolocate flag +$location_data = [ + 'value' => $address, + 'geolocate' => $is_geocoding_available +]; +``` + +## Value Mapping for Select Fields + +### Modal System + +The value mapping modal provides: + +- Real CSV data fetching +- Unique value detection +- Auto-mapping with fuzzy matching +- Batch operations (clear all, auto-map) +- Live mapping count updates + +### JavaScript Integration + +```javascript +// Key methods in DT Import JavaScript +// Main script: dt-import.js (2151 lines) +// Modal handling: dt-import-modals.js (511 lines) + +// Core functionality: +getColumnCSVData(columnIndex) // Fetch CSV column data +getFieldOptions(postType, fieldKey) // Fetch field options +autoMapValues() // Intelligent auto-mapping +clearAllMappings() // Clear all mappings +updateMappingCount() // Update mapping statistics +``` + +### Auto-Mapping Algorithm + +```php +// Fuzzy matching for auto-mapping +function auto_map_values($csv_values, $field_options) { + foreach ($csv_values as $csv_value) { + $best_match = find_best_match($csv_value, $field_options); + if ($best_match['confidence'] >= 0.8) { + $mappings[$csv_value] = $best_match['option_key']; + } + } + return $mappings; +} +``` + +## Security Implementation + +### Access Control +```php +// Capability check for all operations +if (!current_user_can('manage_dt')) { + wp_die('Insufficient permissions'); +} +``` + +### File Upload Security +```php +// File type validation +$allowed_types = ['text/csv', 'application/csv']; +if (!in_array($file['type'], $allowed_types)) { + throw new Exception('Invalid file type'); +} + +// File size validation +if ($file['size'] > 10 * 1024 * 1024) { // 10MB + throw new Exception('File too large'); +} +``` + +### Data Sanitization +```php +// Sanitize all inputs +$sanitized_value = sanitize_text_field($raw_value); + +// Use WordPress nonces +wp_verify_nonce($_POST['_wpnonce'], 'dt_import_action'); +``` + +## Error Handling + +### Validation Errors +```php +// Row-level error collection +$errors = [ + 'row_2' => ['Invalid email format in column 3'], + 'row_5' => ['Required field "name" is empty'], + 'row_8' => ['Invalid option "maybe" for field "status"'] +]; +``` + +### Field-Specific Validation +```php +// Email validation +if (!filter_var($email, FILTER_VALIDATE_EMAIL)) { + throw new DT_Import_Field_Exception('Invalid email format'); +} + +// Date validation +$date = DateTime::createFromFormat('Y-m-d', $value); +if (!$date || $date->format('Y-m-d') !== $value) { + throw new DT_Import_Field_Exception('Invalid date format'); +} +``` + +## Performance Considerations + +### Memory Management +```php +// Process large files in chunks +$chunk_size = 1000; +$offset = 0; + +while ($records = get_csv_chunk($file, $offset, $chunk_size)) { + process_chunk($records); + $offset += $chunk_size; + + // Clear memory + unset($records); + if (function_exists('gc_collect_cycles')) { + gc_collect_cycles(); + } +} +``` + +### Database Optimization +```php +// Batch database operations +$batch_size = 100; +$batch_data = []; + +foreach ($records as $record) { + $batch_data[] = prepare_record_data($record); + + if (count($batch_data) >= $batch_size) { + process_batch($batch_data); + $batch_data = []; + } +} +``` + +## Extending the System + +### Current Limitations + +The current CSV import system has limited extensibility options. To modify behavior, you would need to: + +1. **Modify Core Files**: Direct edits to the import classes (not recommended) +2. **Custom Post Types**: Add new post types through DT's existing systems +3. **Field Types**: Use DT's field type system rather than import-specific handlers + +### Extending Field Detection + +Field detection can be customized by modifying the `$field_headings` array in `DT_CSV_Import_Mapping`: + +```php +// In dt-import-mapping.php +private static $field_headings = [ + 'your_custom_field' => [ + 'custom_header', + 'alternative_name', + 'legacy_field' + ], + // ... existing mappings +]; +``` + +### Custom Field Handlers + +Field processing is handled in `DT_CSV_Import_Field_Handlers`. New field type support would require: + +1. Adding handler method in the class +2. Updating the field type mapping logic +3. Ensuring DT core supports the field type + +### Integration Points + +- **DT Posts API**: All imports go through `DT_Posts::create_post()` +- **DT Field Settings**: Field definitions come from `DT_Posts::get_post_field_settings()` +- **DT Geocoding**: Location processing uses DT's geocoding system + +## Testing + +### Testing + +The import system can be tested through the WordPress admin interface: + +1. **Manual Testing**: Use the CSV Import admin page under Utilities +2. **Field Detection**: Test with various CSV column headers +3. **Value Mapping**: Test dropdown field value mapping with sample data +4. **Error Handling**: Test with invalid data to verify error reporting + +### Test CSV Files + +The system includes example CSV files for testing: +- `assets/example_contacts.csv` - Basic contact import +- `assets/example_contacts_comprehensive.csv` - All contact fields +- `assets/example_groups.csv` - Basic group import +- `assets/example_groups_comprehensive.csv` - All group fields + +## Configuration Hooks + +### Current Implementation + +The current CSV import system does not expose custom hooks or filters for extensibility. Configuration is handled through: + +1. **File Size Limits**: Controlled by WordPress `wp_max_upload_size()` +2. **Field Detection**: Built into `DT_CSV_Import_Mapping` class methods +3. **Geocoding**: Uses DT core geocoding services automatically +4. **Validation**: Integrated with DT Posts API validation + +### Potential Extension Points + +If hooks were added in future versions, they might include: + +```php +// Example hooks that could be implemented: +// apply_filters('dt_csv_import_field_mappings', $mappings, $post_type) +// apply_filters('dt_csv_import_supported_field_types', $field_types) +// do_action('dt_csv_import_before_process', $import_data) +// do_action('dt_csv_import_after_process', $results) +``` + +## Common Integration Patterns + +### Custom Post Type Support + +The import system automatically supports any post type available through `DT_Posts::get_post_types()`. To add import support for a custom post type: + +1. **Register with DT**: Ensure your post type is registered with DT's post type system +2. **Field Settings**: Provide field settings via `DT_Posts::get_post_field_settings()` +3. **Automatic Detection**: The import system will automatically include it + +### Working with Import Data + +```php +// Get available post types for import +$post_types = DT_Posts::get_post_types(); + +// Get field settings for mapping +$field_settings = DT_Posts::get_post_field_settings($post_type); + +// Access import session data +$session_data = DT_CSV_Import_Utilities::get_session_data($session_id); +``` + +This developer guide provides comprehensive technical reference for working with the DT Import CSV system, covering all major components, APIs, and extension points. \ No newline at end of file diff --git a/dt-import/FEATURE_IMPLEMENTATION.md b/dt-import/FEATURE_IMPLEMENTATION.md deleted file mode 100644 index 1bf90ffac..000000000 --- a/dt-import/FEATURE_IMPLEMENTATION.md +++ /dev/null @@ -1,128 +0,0 @@ -# Value Mapping Implementation for Key Select and Multi Select Fields - -## Overview - -This implementation adds comprehensive value mapping functionality for `key_select` and `multi_select` fields in the DT Import system. Users can now map CSV values to the available field options for these field types during the field mapping step. - -## Key Features Implemented - -### 1. Enhanced Value Mapping Modal -- **Real data fetching**: Fetches actual CSV column data and field options from the server -- **Unique value detection**: Shows all unique values found in the CSV column -- **Flexible mapping**: Users can map, skip, or ignore specific CSV values -- **Auto-mapping**: Intelligent auto-mapping with fuzzy matching for similar values -- **Batch operations**: Clear all mappings or auto-map similar values with one click - -### 2. New API Endpoints - -#### Get Field Options (`/dt-import/v2/{post_type}/field-options`) -- **Method**: GET -- **Parameters**: `field_key` (required) -- **Purpose**: Fetches available options for key_select and multi_select fields -- **Returns**: Formatted key-value pairs of field options - -#### Get Column Data (`/dt-import/v2/{session_id}/column-data`) -- **Method**: GET -- **Parameters**: `column_index` (required) -- **Purpose**: Fetches unique values and sample data from a specific CSV column -- **Returns**: Unique values, sample data, and total count - -### 3. Enhanced JavaScript Functionality - -#### DTImportModals Class Extensions -- `getColumnCSVData()`: Fetches CSV column data from session -- `getFieldOptions()`: Fetches field options from server API -- `autoMapValues()`: Intelligent auto-mapping with fuzzy matching -- `clearAllMappings()`: Clears all value mappings -- `updateMappingCount()`: Live count of mapped vs unmapped values - -### 4. User Interface Improvements - -#### Value Mapping Modal -- **Enhanced layout**: Wider modal (800px) with better spacing -- **Control buttons**: Auto-map and clear all functionality -- **Live feedback**: Real-time mapping count and progress indicator -- **Better data display**: Shows total unique values found -- **Sticky headers**: Table headers remain visible while scrolling - -#### Field Mapping Integration -- **Seamless integration**: "Configure Values" button appears for key_select/multi_select fields -- **Mapping indicator**: Button shows count of mapped values -- **Field-specific options**: Only shows for applicable field types - -### 5. Data Processing Enhancements - -#### Value Mapping Storage -```php -// Field mapping structure now supports value mappings -$field_mappings[column_index] = [ - 'field_key' => 'field_name', - 'column_index' => 0, - 'value_mapping' => [ - 'csv_value_1' => 'dt_option_key_1', - 'csv_value_2' => 'dt_option_key_2', - // ... - ] -]; -``` - -#### Processing Logic -- **key_select fields**: Maps single CSV values to single DT options -- **multi_select fields**: Splits semicolon-separated values and maps each -- **Fallback handling**: Direct option matching if no mapping defined -- **Error handling**: Clear error messages for invalid mappings - -### 6. CSS Styling - -#### New CSS Classes -- `.value-mapping-modal`: Enhanced modal styling -- `.value-mapping-controls`: Action button container -- `.value-mapping-container`: Scrollable table container -- `.value-mapping-select`: Styled dropdown selects -- `.mapping-summary`: Live mapping progress display - -## User Workflow - -1. **Field Selection**: User selects a key_select or multi_select field for a CSV column -2. **Configure Values**: "Configure Values" button appears in field-specific options -3. **Modal Display**: Click opens modal showing all unique CSV values -4. **Value Mapping**: User maps CSV values to available field options -5. **Auto-mapping**: Optional auto-mapping for similar values -6. **Save Mapping**: Mappings are saved and stored with field configuration -7. **Import Processing**: Values are transformed according to mappings during import - -## Technical Implementation Details - -### Backend Processing -- **DT_Import_Mapping::get_unique_column_values()**: Extracts unique values from CSV -- **Field validation**: Ensures mapped values are valid field options -- **Import processing**: Applies value mappings during record creation - -### Frontend Integration -- **Modal system**: Reusable modal framework for field configuration -- **Event handling**: Proper event delegation for dynamic content -- **Error handling**: User-friendly error messages and validation -- **State management**: Maintains mapping state across modal interactions - -### API Integration -- **REST API**: Follows WordPress REST API standards -- **Authentication**: Uses WordPress nonce verification -- **Error responses**: Standardized error response format -- **Data validation**: Server-side validation of all inputs - -## Benefits - -1. **Data Integrity**: Ensures CSV values map to valid DT field options -2. **User Experience**: Intuitive interface with helpful auto-mapping -3. **Flexibility**: Supports skipping unwanted values or mapping multiple values -4. **Efficiency**: Batch operations for common mapping tasks -5. **Validation**: Real-time feedback and error prevention - -## Future Enhancements - -1. **Value Suggestions**: AI-powered mapping suggestions based on content analysis -2. **Template Mapping**: Save and reuse value mappings for similar imports -3. **Bulk Import**: Handle very large CSV files with chunked processing -4. **Advanced Matching**: Regex or pattern-based value matching - -This implementation provides a robust, user-friendly solution for mapping CSV values to DT field options, significantly improving the import experience for key_select and multi_select fields. \ No newline at end of file diff --git a/dt-import/FIELD_DETECTION.md b/dt-import/FIELD_DETECTION.md deleted file mode 100644 index 524299619..000000000 --- a/dt-import/FIELD_DETECTION.md +++ /dev/null @@ -1,188 +0,0 @@ -# Enhanced Automatic Field Detection - -## Overview - -The DT Import tool now includes comprehensive automatic field detection that intelligently maps CSV column headers to Disciple.Tools fields. This feature dramatically reduces the manual effort required during the import process by automatically suggesting appropriate field mappings. - -## How It Works - -The automatic field detection uses a multi-layered approach to analyze CSV headers and suggest the most appropriate DT field mappings: - -### 1. Predefined Field Headings (Highest Priority) -The system maintains comprehensive lists of common header variations for each field type: - -**Phone Fields:** -- `phone`, `mobile`, `telephone`, `cell`, `phone_number`, `tel`, `cellular`, `mobile_phone`, `home_phone`, `work_phone`, `primary_phone`, `phone1`, `phone2`, `main_phone` - -**Email Fields:** -- `email`, `e-mail`, `email_address`, `mail`, `e_mail`, `primary_email`, `work_email`, `home_email`, `email1`, `email2` - -**Address Fields:** -- `address`, `street_address`, `home_address`, `work_address`, `mailing_address`, `physical_address` - -**Name Fields:** -- `title`, `name`, `contact_name`, `full_name`, `fullname`, `person_name`, `first_name`, `last_name`, `display_name`, `firstname`, `lastname`, `given_name`, `family_name`, `client_name` - -**And many more...** - -### 2. Direct Field Matching -Exact matches with DT field keys and field names. - -### 3. Communication Channel Detection -Automatic handling of communication channel fields with proper post-type prefixes (e.g., `contact_phone`, `contact_email`). - -### 4. Partial Matching -Substring matching for headers that partially match field names. - -### 5. Extended Field Aliases -A comprehensive library of field aliases and synonyms, including: -- Different languages and regional variations -- Common CRM system field names -- Industry-specific terminology - -### 6. Post-Type Specific Detection -Different field suggestions based on the target post type (contacts, groups, etc.). - -## Confidence Scoring - -Each automatic suggestion includes a confidence score: - -- **100%:** Predefined heading matches and exact field name/key matches (auto-mapped) -- **75%:** Partial field name matches (not auto-mapped) -- **≤75%:** Alias matches and lower confidence matches (shows "No match found", requires manual selection) - -### Auto-Mapping Threshold - -Only columns with confidence scores above 75% will be automatically mapped to fields. Columns with 75% confidence or lower will show "No match found" and require manual field selection by the user. This ensures that only high-confidence matches are automatically applied, reducing the chance of incorrect mappings. - -## Supported Field Types - -The system can automatically detect and map: - -- Text fields -- Communication channels (phone, email, address) -- Key select fields -- Multi-select fields -- Date fields -- Boolean fields -- User select fields -- Connection fields -- Location fields -- Tags -- Notes/textarea fields - -## Usage Examples - -### Example 1: Standard Contact Import -CSV Headers: -``` -Name, Phone, Email, Address, Gender, Notes -``` - -Automatic Detection: -- `Name` → `name` (100% confidence) -- `Phone` → `contact_phone` (100% confidence) -- `Email` → `contact_email` (100% confidence) -- `Address` → `contact_address` (100% confidence) -- `Gender` → `gender` (100% confidence) -- `Notes` → `notes` (100% confidence) - -### Example 2: Variations and Aliases -CSV Headers: -``` -Full Name, Mobile Phone, E-mail Address, Street Address, Sex, Comments -``` - -Automatic Detection: -- `Full Name` → `name` (100% confidence) -- `Mobile Phone` → `contact_phone` (100% confidence) -- `E-mail Address` → `contact_email` (100% confidence) -- `Street Address` → `contact_address` (100% confidence) -- `Sex` → `gender` (100% confidence) -- `Comments` → `notes` (100% confidence) - -### Example 3: CRM System Export -CSV Headers: -``` -contact_name, primary_phone, email_address, assigned_worker, spiritual_status -``` - -Automatic Detection: -- `contact_name` → `name` (60% confidence, alias match) -- `primary_phone` → `contact_phone` (100% confidence) -- `email_address` → `contact_email` (100% confidence) -- `assigned_worker` → `assigned_to` (60% confidence, alias match) -- `spiritual_status` → `seeker_path` (60% confidence, alias match) - -## User Interface - -When automatic detection occurs: - -1. **Visual Indicators:** Each suggestion shows the confidence percentage -2. **Color Coding:** - - Green: Perfect confidence (100%) - - Yellow: Medium confidence (75%) - - Orange: Low confidence (60%) - - Red: Very low confidence (50%) - - Gray: No match (<50%) -3. **Review Required:** Users can always override automatic suggestions -4. **Sample Data:** Shows sample values from the CSV to help verify correctness - -## Benefits - -1. **Time Saving:** Reduces manual mapping effort by 80-90% -2. **Accuracy:** Reduces human error in field mapping -3. **Consistency:** Ensures standard field mappings across imports -4. **User-Friendly:** Clear confidence indicators help users make informed decisions -5. **Flexible:** Users can always override automatic suggestions - -## Configuration - -### Adding Custom Field Aliases - -To add custom aliases for your organization's specific terminology: - -```php -// In your child theme or custom plugin -add_filter( 'dt_import_field_aliases', function( $aliases, $post_type ) { - $aliases['name'][] = 'client_name'; - $aliases['name'][] = 'customer_name'; - $aliases['contact_phone'][] = 'primary_contact'; - - return $aliases; -}, 10, 2 ); -``` - -### Custom Field Headings - -```php -// Add custom predefined headings -add_filter( 'dt_import_field_headings', function( $headings ) { - $headings['contact_phone'][] = 'whatsapp'; - $headings['contact_phone'][] = 'signal'; - - return $headings; -}); -``` - -## Testing - -To test the automatic field detection: - -1. Visit: `yoursite.com/wp-content/themes/disciple-tools-theme/dt-import/test-field-detection.php` -2. View the comprehensive test results showing detection accuracy -3. Use this to verify custom aliases and headings work correctly - -## Limitations - -- Detection is based on header text only, not data content -- Some ambiguous headers may require manual review -- Custom fields need explicit aliases to be detected -- Non-English headers may need additional alias configuration - -## Future Enhancements - -- Machine learning-based detection improvement -- Data content analysis for better suggestions -- Multi-language header detection -- Integration with popular CRM export formats \ No newline at end of file diff --git a/dt-import/LOCATION_IMPORT_GUIDE.md b/dt-import/LOCATION_IMPORT_GUIDE.md deleted file mode 100644 index 2b39e63e0..000000000 --- a/dt-import/LOCATION_IMPORT_GUIDE.md +++ /dev/null @@ -1,182 +0,0 @@ -# Location Field Import Guide - -This guide explains how to import location data using the DT CSV Import feature. - -## Location Field Types - -### 1. `location_grid` -- **Purpose**: Direct reference to location grid entries -- **Required Format**: Numeric grid ID only -- **Example**: `12345` -- **Validation**: Must be a valid grid ID that exists in the location grid table - -### 2. `location_grid_meta` -- **Purpose**: Flexible location data with optional geocoding -- **Supported Formats**: - - **Numeric grid ID**: `12345` - - **Decimal coordinates**: `40.7128, -74.0060` (latitude, longitude) - - **DMS coordinates**: `35°50′40.9″N, 103°27′7.5″E` (degrees, minutes, seconds) - - **Address**: `123 Main St, New York, NY 10001` - - **Multiple locations**: `Paris, France; Berlin, Germany` (separated by semicolons) -- **Geocoding**: Can use Google Maps or Mapbox to convert addresses to coordinates -- **Multi-location Support**: Multiple addresses, coordinates, or grid IDs can be separated by semicolons - -### 3. `location` (Legacy) -- **Purpose**: Generic location field -- **Behavior**: - - Numeric values treated as grid IDs - - Other values treated as location_grid_meta - -## Geocoding Services - -### Available Services -1. **Google Maps** - Requires Google Maps API key -2. **Mapbox** - Requires Mapbox API key -3. **None** - No geocoding (addresses saved as-is) - -### Geocoding Process -When a geocoding service is selected: - -1. **Addresses** → Converted to coordinates → Assigned to location grid -2. **Coordinates** → Assigned to location grid → Address lookup (reverse geocoding) -3. **Grid IDs** → Validated and used directly - -### Rate Limiting -- Automatic delays added for large imports to respect API limits -- Batch processing available for performance - -## CSV Format Examples - -### location_grid Field -```csv -name,location_grid -John Doe,12345 -Jane Smith,67890 -``` - -### location_grid_meta Field -```csv -name,location_grid_meta -John Doe,12345 -Jane Smith,"40.7128, -74.0060" -Bob Johnson,"123 Main St, New York, NY" -Alice Brown,"Paris, France; Berlin, Germany" -Charlie Davis,"40.7128,-74.0060; 34.0522,-118.2437" -Eve Wilson,"35°50′40.9″N, 103°27′7.5″E" -Frank Miller,"40°42′46″N, 74°0′21″W; 51°30′26″N, 0°7′39″W" -``` - -### Mixed Location Data -```csv -name,location_grid_meta,notes -Person 1,12345,Direct grid ID -Person 2,"40.7128, -74.0060",Decimal coordinates -Person 3,"35°50′40.9″N, 103°27′7.5″E",DMS coordinates -Person 4,"New York City",Address (requires geocoding) -Person 5,"Tokyo, Japan; London, UK",Multiple addresses -Person 6,"12345; 67890",Multiple grid IDs -Person 7,"40.7128,-74.0060; Big Ben, London",Mixed decimal coordinates and address -Person 8,"35°41′22″N, 139°41′30″E; Paris, France",Mixed DMS coordinates and address -``` - -## Coordinate Formats - -### DMS (Degrees, Minutes, Seconds) Format -The system supports DMS coordinates in various formats: - -**Standard Format:** -- `35°50′40.9″N, 103°27′7.5″E` (with proper symbols) -- `40°42′46″N, 74°0′21″W` (integer seconds) - -**Alternative Symbols:** -- `35d50m40.9sN, 103d27m7.5sE` (using d/m/s) -- `35°50'40.9"N, 103°27'7.5"E` (using regular quotes) - -**Requirements:** -- Direction indicators (N/S/E/W) are **required** -- Degrees: 0-180 for longitude, 0-90 for latitude -- Minutes: 0-59 -- Seconds: 0-59.999 (decimal seconds supported) -- Comma separation between latitude and longitude - -**Examples:** -- Beijing: `39°54′26″N, 116°23′29″E` -- London: `51°30′26″N, 0°7′39″W` -- Sydney: `33°51′54″S, 151°12′34″E` - -### Decimal Degrees Format -- Standard format: `40.7128, -74.0060` -- Negative values for South (latitude) and West (longitude) -- Range: -90 to 90 for latitude, -180 to 180 for longitude - -## Configuration - -### Setting Up Geocoding -1. Configure API keys in DT settings: - - Google Maps: Settings → Mapping → Google Maps API - - Mapbox: Settings → Mapping → Mapbox API - -2. Select geocoding service during import process - -### Import Process -1. Upload CSV file -2. Map columns to fields -3. For location_grid_meta fields, select geocoding service -4. Preview import to verify field mapping (addresses shown as-is, no geocoding performed) -5. Execute import (geocoding happens during actual import) - -## Error Handling - -### Common Issues -- **Invalid grid ID**: Non-existent grid IDs will cause import errors -- **Invalid coordinates**: Out-of-range lat/lng values will be rejected -- **Geocoding failures**: Addresses that can't be geocoded will be saved as-is with error notes -- **API limits**: Rate limiting may slow down large imports - -### Error Resolution -- Check API key configuration -- Verify data formats -- Review geocoding service status -- Use smaller batch sizes for large imports - -## Best Practices - -1. **Validate Data**: Check grid IDs and coordinate formats before import -2. **Use Consistent Formats**: Stick to one format per field when possible -3. **Test Small Batches**: Test with a few records before large imports -4. **Monitor API Usage**: Be aware of geocoding API limits and costs -5. **Backup Data**: Always backup before large imports -6. **Multiple Locations**: Use semicolons to separate multiple addresses, coordinates, or grid IDs -7. **Rate Limiting**: For multiple locations with geocoding, automatic delays prevent API rate limiting -8. **Preview Mode**: Preview shows raw addresses as entered in CSV - geocoding only happens during actual import - -## Technical Details - -### Field Handlers -- `handle_location_grid_field()`: Validates numeric grid IDs -- `handle_location_grid_meta_field()`: Processes flexible location data -- `DT_CSV_Import_Geocoding`: Handles all geocoding operations - -### Data Flow -1. Raw CSV value input -2. Field type detection -3. Format validation -4. Geocoding (if enabled) -5. Location grid assignment -6. Data formatting for DT_Posts API -7. Record creation - -### Performance Considerations -- Geocoding adds processing time -- Large imports may take longer with geocoding enabled -- Background processing available for large datasets -- Progress tracking during import - -## Support - -For issues with location imports: -1. Check error logs for detailed error messages -2. Verify API key configuration -3. Test with sample data -4. Review CSV format requirements -5. Contact system administrator if needed \ No newline at end of file diff --git a/dt-import/PROJECT_SPECIFICATION.md b/dt-import/PROJECT_SPECIFICATION.md deleted file mode 100644 index d0e4ea9ee..000000000 --- a/dt-import/PROJECT_SPECIFICATION.md +++ /dev/null @@ -1,374 +0,0 @@ -Help me create the project specifications and implementation process for this feature: - -I'm working in the disciple-tools-theme folder in a new folder called dt-import. In this feature that is located in the WordPress admin, we will be building an import interface for CSV files. -The DT import feature is accessible through the settings DT WordPress admin menu item. -The DT import will ask the user whether they are working with contacts, groups, or any of the other post types. It will get and list out the post types using the DT post types API. -Then the user will be able to upload their CSV file. -When the user has uploaded their CSV file, they will be able to map each column to an existing DT field for the post type -The DT import will try to guess which field the column refers to by matching the column name to the existing field names. -If a corresponding field cannot be identified, the user is given the option for each column to choose which corresponding DT field it corresponds to or if they do not want to import the column. -If a field does not exist, they also have the option to create the field right there in the mapping section. Field options are decumented here @dt-posts-field-settings.md -The mapping UI is set up horizontally with each column of the CSV being a column in the UI. - -Text, text area, date, numer, boolean fields are fairly straightforward. forward, the importing is one to one. - -Dates are converted to the year month day format. - -key_select Fields, the mapping gives the user the ability to match each value in the CSV to a corresponding value in the key select field. - -multi_select fields, the mapping gives the user the ability to match each value in the CSV to a corresponding value in the multi_select field. - -Fields with multiple values are semicolon separated. - -tags and communication_channels fields, the values are sererated and imported - -Connection fields, the values can either be the ID of the record it is connected to or the name of the record. If a name is provided, we need to do a search across the existing records of the selected connection's post type to make sure that that we can find the corresponding records. If we can't find the record, then we need to create corresponding records. - -User select fields can accept the user ID or the name of the user or the email address of the user. A search needs to be done to find the user. If a user doesn't exist, we do not create new users. - -If a, if the location field is selected, we need to make sure that the inputted value you is a location grid or a latitude and longitude point. or if it is an address. If it is a grid ID, that is the easiest and can be saved directly. correctly. If it is a latitude and latitude or a address, then we need to geocode the location. - -## Uploading -Once all the fields are mapped we can upload the records. -Either the upoading happens by sending the csv to the server and the server runs a process on the csv file to import all of the files. the records. The downside of this is that if this is an error, the user isn't able to try again right away. -The upload could also happen in the browser by using the API and creating each record one by one. -Let's handle uploading in phase two of the development process. - -Helpful API documentation and Disciple.Tools structure can be found in the Disciple Tools theme docs folder. - - - - -# DT Import Feature - Project Specification - -## 1. Project Overview - -### 1.1 Purpose -The DT Import feature is a comprehensive CSV import system that allows administrators to import contacts, groups, and other post types into Disciple.Tools through an intuitive WordPress admin interface. - -### 1.2 Scope -- **Primary Goal**: Enable bulk data import from CSV files into any DT post type -- **Secondary Goals**: - - Intelligent field mapping with auto-detection - - Support for creating new fields during import - - Comprehensive data validation and error handling - - User-friendly interface with step-by-step workflow - -### 1.3 Key Features -- Multi-post type support (contacts, groups, custom post types) -- Intelligent column-to-field mapping with manual override -- Field creation capabilities during mapping process -- Advanced data transformation for various field types -- Real-time preview before import execution -- Comprehensive error reporting and validation - -### 1.4 Access & Integration -- **Location**: WordPress Admin → Settings (D.T) → Import tab -- **Permission Required**: `manage_dt` capability -- **Integration Point**: Extends existing DT Settings menu structure - -## 2. Technical Requirements - -### 2.1 System Requirements -- WordPress 5.0+ -- PHP 7.4+ -- Disciple.Tools theme framework -- MySQL 5.7+ / MariaDB 10.2+ - -### 2.2 Dependencies -- DT_Posts API for post type management -- DT field settings system -- WordPress file upload system -- DT permission framework - -### 2.3 Browser Support -- Chrome 80+ -- Firefox 75+ -- Safari 13+ -- Edge 80+ - -## 3. Functional Requirements - -### 3.1 Core Workflow -1. **Post Type Selection**: Admin selects target post type for import -2. **CSV Upload**: Upload CSV file with delimiter selection -3. **Field Mapping**: Map CSV columns to DT fields with intelligent suggestions -4. **Preview**: Review mapped data before import -5. **Import Execution**: Process import with progress tracking -6. **Results Summary**: Display success/failure statistics and error details - -### 3.2 Field Mapping Requirements - -#### 3.2.1 Automatic Field Detection -- Match column names to existing field names (case-insensitive) -- Support common field aliases (e.g., "phone" → "contact_phone") -- Calculate confidence scores for mapping suggestions -- Handle partial name matches - -#### 3.2.2 Manual Mapping Override -- Allow users to override automatic suggestions -- Provide dropdown of all available fields for each column -- Option to skip columns (do not import) -- Real-time preview of sample data - -#### 3.2.3 Field Creation -- Create new fields directly from mapping interface -- Support all DT field types -- Immediate availability of newly created fields -- Proper field validation and configuration - -### 3.3 Data Processing Requirements - -#### 3.3.1 Field Type Support - -| Field Type | Processing Logic | Special Requirements | -|------------|------------------|---------------------| -| `text` | Direct assignment | Sanitization, trim whitespace | -| `textarea` | Direct assignment | Preserve line breaks | -| `date` | Format conversion | Support multiple input formats, convert to Y-m-d | -| `number` | Numeric conversion | Validate numeric input, handle decimals | -| `boolean` | Boolean conversion | Handle true/false, 1/0, yes/no variations | -| `key_select` | Option mapping | Map CSV values to field options | -| `multi_select` | Split and map | Semicolon-separated values by default | -| `tags` | Split and create | Auto-create new tags as needed | -| `communication_channel` | Split and validate | Format validation for emails/phones | -| `connection` | ID or name lookup | Search existing records, optional creation | -| `user_select` | User lookup | Search by ID, username, or display name | -| `location` | Geocoding | Support grid IDs, addresses, lat/lng | - -#### 3.3.2 Data Validation -- Pre-import validation of all data -- Required field validation -- Format validation for specific field types -- Foreign key existence checks -- Data type validation - -#### 3.3.3 Error Handling -- Row-level error collection -- Detailed error messages with line numbers -- Graceful failure handling (continue processing other rows) -- Comprehensive error reporting - -### 3.4 User Interface Requirements - -#### 3.4.1 Step-by-Step Interface -- Clear navigation between steps -- Progress indication -- Ability to go back and modify previous steps -- Responsive design for various screen sizes - -#### 3.4.2 Field Mapping Interface -- Horizontal column layout showing CSV columns -- Sample data display for each column -- Dropdown field selection with search -- Field-specific configuration options -- Visual confidence indicators for automatic suggestions - -#### 3.4.3 Preview Interface -- Tabular display of mapped data -- Show original and processed values -- Highlight potential issues -- Summary statistics before import - -## 4. Technical Architecture - -### 4.1 File Structure -``` -wp-content/themes/disciple-tools-theme/dt-import/ -├── dt-import.php # Main plugin file -├── admin/ -│ ├── dt-import-admin-tab.php # Admin tab integration -│ ├── dt-import-mapping.php # Field mapping logic -│ └── dt-import-processor.php # Import processing -├── includes/ -│ ├── dt-import-field-handlers.php # Field-specific processors -│ ├── dt-import-utilities.php # Utility functions -│ └── dt-import-validators.php # Data validation -├── assets/ -│ ├── js/ -│ │ └── dt-import.js # Frontend JavaScript -│ └── css/ -│ └── dt-import.css # Styling -├── templates/ -│ ├── step-1-select-type.php # Post type selection -│ ├── step-2-upload-csv.php # File upload -│ ├── step-3-mapping.php # Field mapping -│ └── step-4-preview.php # Import preview -└── ajax/ - └── dt-import-ajax.php # AJAX handlers -``` - -### 4.2 Class Architecture - -#### 4.2.1 Core Classes -- `DT_Import`: Main plugin class and initialization -- `DT_Import_Admin_Tab`: Admin interface integration -- `DT_Import_Mapping`: Field mapping logic and suggestions -- `DT_Import_Processor`: Import execution and data processing -- `DT_Import_Field_Handlers`: Field-specific processing logic -- `DT_Import_Utilities`: Shared utility functions -- `DT_Import_Validators`: Data validation functions - -#### 4.2.2 Integration Points -- Extends `Disciple_Tools_Abstract_Menu_Base` for admin integration -- Uses `DT_Posts` API for all post operations -- Integrates with DT field customization system -- Follows DT permission and security patterns - -### 4.3 Data Flow - -1. **File Upload**: CSV uploaded and temporarily stored -2. **Parsing**: CSV parsed into arrays with delimiter detection -3. **Analysis**: Column headers analyzed for field suggestions -4. **Mapping**: User maps columns to fields with configuration -5. **Validation**: Data validated against field requirements -6. **Processing**: Records created using DT_Posts API -7. **Reporting**: Results compiled and displayed to user - -## 5. Security Requirements - -### 5.1 Access Control -- Enforce `manage_dt` capability for all operations -- Validate user permissions for specific post types -- Secure session handling for multi-step process - -### 5.2 File Upload Security -- Restrict uploads to CSV files only -- Validate file size and structure -- Sanitize all file contents -- Store uploads in secure, temporary location -- Clean up uploaded files after processing - -### 5.3 Data Security -- Sanitize all user inputs -- Use WordPress nonces for CSRF protection -- Validate all database operations -- Respect DT field-level permissions -- Audit trail for import operations - -### 5.4 Input Validation -- Server-side validation of all form data -- SQL injection prevention -- XSS protection for all outputs -- File type verification beyond extension - -## 6. Performance Requirements - -### 6.1 File Size Limits -- Support CSV files up to 10MB -- Handle up to 10,000 records per import -- Implement chunked processing for large files -- Memory-efficient parsing algorithms - -### 6.2 Processing Performance -- Import processing under 30 seconds for 1,000 records -- Progress indicators for long-running imports -- Optimized database operations -- Efficient field lookup mechanisms - -### 6.3 User Experience -- Page load times under 3 seconds -- Responsive interface during processing -- Real-time feedback for user actions -- Graceful handling of timeouts - -## 7. Quality Assurance - -### 7.1 Testing Requirements - -#### 7.1.1 Unit Testing -- Field mapping algorithm accuracy -- Data transformation correctness -- Validation logic completeness -- Error handling robustness - -#### 7.1.2 Integration Testing -- End-to-end import workflows -- Various CSV formats and encodings -- Field creation and customization -- Multi-post type scenarios -- Large file processing - -#### 7.1.3 User Acceptance Testing -- Admin user workflow validation -- Error scenario handling -- Cross-browser compatibility -- Mobile responsiveness - -### 7.2 Code Quality Standards -- Follow WordPress coding standards -- PSR-4 autoloading compliance -- Comprehensive inline documentation -- Security best practices adherence - -## 8. Deployment Requirements - -### 8.1 Installation -- Automatic activation with DT theme -- No additional database modifications required -- Backward compatibility with existing DT installations - -### 8.2 Configuration -- No initial configuration required -- Inherits DT permission settings -- Uses existing field customization system - -### 8.3 Maintenance -- Automatic cleanup of temporary files -- Error log integration -- Performance monitoring capabilities - -## 9. Documentation Requirements - -### 9.1 Technical Documentation -- Complete API documentation -- Code architecture overview -- Security implementation details -- Performance optimization guide - -### 9.2 User Documentation -- Step-by-step import guide -- Field mapping examples -- Troubleshooting guide -- Best practices for CSV preparation - -### 9.3 Administrative Documentation -- Installation and configuration guide -- Security considerations -- Performance tuning recommendations -- Backup and recovery procedures - -## 10. Success Criteria - -### 10.1 Functional Success -- Successfully import 95% of well-formatted CSV data -- Support all standard DT field types -- Handle edge cases gracefully -- Provide clear error messages for failures - -### 10.2 Performance Success -- Process 1,000 records in under 30 seconds -- Memory usage under 256MB for typical imports -- No significant impact on site performance during import - -### 10.3 User Experience Success -- Intuitive workflow requiring minimal training -- Clear progress indication throughout process -- Comprehensive error reporting and resolution guidance -- Successful completion by non-technical administrators - -## 11. Future Enhancements - -### 11.1 Phase 2 Features -- Excel file support (.xlsx) -- Automated duplicate detection and merging -- Scheduled/recurring imports -- Import templates for common data sources - -### 11.2 Advanced Features -- REST API for programmatic imports -- Webhook integration for real-time data sync -- Advanced field transformation rules -- Bulk update capabilities for existing records - -This specification serves as the comprehensive blueprint for the DT Import feature development, ensuring all requirements, constraints, and success criteria are clearly defined and achievable. \ No newline at end of file diff --git a/dt-import/templates/documentation-modal.php b/dt-import/admin/documentation-modal.php similarity index 100% rename from dt-import/templates/documentation-modal.php rename to dt-import/admin/documentation-modal.php diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 88a110be9..28c2ce7fc 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -410,7 +410,7 @@ private function display_import_interface() {
    - + Date: Fri, 6 Jun 2025 15:23:07 +0100 Subject: [PATCH 22/50] cleanup --- dt-import/admin/dt-import-admin-tab.php | 176 -------------- dt-import/assets/js/dt-import.js | 6 +- dt-import/dt-import.php | 1 - .../includes/dt-import-field-handlers.php | 221 ------------------ dt-import/includes/dt-import-validators.php | 109 --------- 5 files changed, 5 insertions(+), 508 deletions(-) delete mode 100644 dt-import/includes/dt-import-validators.php diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 28c2ce7fc..3660491d6 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -414,183 +414,7 @@ private function display_import_interface() { -
    -

    - -
    -

    -
    - -
    - - - - - - - - - - - - - - - $suggestion ): ?> - - - - - - - - -
    - - -
    - - - -
    - - - -     		- - -
    - - -
    - - 3 ): ?> -
    - -
    - - - - -
    -     		-
    - -
    -
    - -

    - - -

    -
    -
    - - - -
    @@ -559,7 +563,7 @@ diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php index 8202aae13..8311cd52e 100644 --- a/dt-import/dt-import.php +++ b/dt-import/dt-import.php @@ -47,7 +47,6 @@ public function init() { private function load_dependencies() { require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-utilities.php'; - require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-validators.php'; require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-geocoding.php'; require_once plugin_dir_path( __FILE__ ) . 'includes/dt-import-field-handlers.php'; require_once plugin_dir_path( __FILE__ ) . 'admin/dt-import-mapping.php'; diff --git a/dt-import/includes/dt-import-field-handlers.php b/dt-import/includes/dt-import-field-handlers.php index fe5700f1f..d4825dfd6 100644 --- a/dt-import/includes/dt-import-field-handlers.php +++ b/dt-import/includes/dt-import-field-handlers.php @@ -9,206 +9,6 @@ class DT_CSV_Import_Field_Handlers { - /** - * Handle text field processing - */ - public static function handle_text_field( $value, $field_config ) { - return sanitize_text_field( trim( $value ) ); - } - - /** - * Handle textarea field processing - */ - public static function handle_textarea_field( $value, $field_config ) { - return sanitize_textarea_field( trim( $value ) ); - } - - /** - * Handle number field processing - */ - public static function handle_number_field( $value, $field_config ) { - if ( !is_numeric( $value ) ) { - throw new Exception( "Invalid number: {$value}" ); - } - return floatval( $value ); - } - - /** - * Handle date field processing - */ - public static function handle_date_field( $value, $field_config, $date_format = 'auto' ) { - $normalized_date = DT_CSV_Import_Utilities::normalize_date( $value, $date_format ); - if ( empty( $normalized_date ) ) { - throw new Exception( "Invalid date format: {$value}" ); - } - return $normalized_date; - } - - /** - * Handle boolean field processing - */ - public static function handle_boolean_field( $value, $field_config ) { - $boolean_value = DT_CSV_Import_Utilities::normalize_boolean( $value ); - if ( $boolean_value === null ) { - throw new Exception( "Invalid boolean value: {$value}" ); - } - return $boolean_value; - } - - /** - * Handle key_select field processing - */ - public static function handle_key_select_field( $value, $field_config, $value_mapping = [] ) { - if ( isset( $value_mapping[$value] ) ) { - $mapped_value = $value_mapping[$value]; - if ( isset( $field_config['default'][$mapped_value] ) ) { - return $mapped_value; - } - } - - // Try direct match - if ( isset( $field_config['default'][$value] ) ) { - return $value; - } - - throw new Exception( "Invalid option for key_select field: {$value}" ); - } - - /** - * Handle multi_select field processing - */ - public static function handle_multi_select_field( $value, $field_config, $value_mapping = [] ) { - $values = DT_CSV_Import_Utilities::split_multi_value( $value ); - $processed_values = []; - - foreach ( $values as $val ) { - $val = trim( $val ); - - if ( isset( $value_mapping[$val] ) ) { - $mapped_value = $value_mapping[$val]; - // Skip processing if mapped to empty string (represents "-- Skip --") - if ( !empty( $mapped_value ) && isset( $field_config['default'][$mapped_value] ) ) { - $processed_values[] = $mapped_value; - } - } elseif ( isset( $field_config['default'][$val] ) ) { - $processed_values[] = $val; - } else { - throw new Exception( "Invalid option for multi_select field: {$val}" ); - } - } - - return $processed_values; - } - - /** - * Handle tags field processing - */ - public static function handle_tags_field( $value, $field_config ) { - $tags = DT_CSV_Import_Utilities::split_multi_value( $value ); - return array_map(function( $tag ) { - return sanitize_text_field( trim( $tag ) ); - }, $tags); - } - - /** - * Handle communication channel field processing - */ - public static function handle_communication_channel_field( $value, $field_config, $field_key ) { - $channels = DT_CSV_Import_Utilities::split_multi_value( $value ); - $processed_channels = []; - - foreach ( $channels as $channel ) { - $channel = trim( $channel ); - - // Basic validation based on field type - if ( strpos( $field_key, 'email' ) !== false ) { - if ( !filter_var( $channel, FILTER_VALIDATE_EMAIL ) ) { - throw new Exception( "Invalid email address: {$channel}" ); - } - } elseif ( strpos( $field_key, 'phone' ) !== false ) { - // Basic phone validation - if ( !preg_match( '/\d/', $channel ) ) { - throw new Exception( "Invalid phone number: {$channel}" ); - } - } - - $processed_channels[] = [ - 'value' => $channel, - 'verified' => false - ]; - } - - return $processed_channels; - } - - /** - * Handle connection field processing - */ - public static function handle_connection_field( $value, $field_config ) { - $connection_post_type = $field_config['post_type'] ?? ''; - if ( empty( $connection_post_type ) ) { - throw new Exception( 'Connection field missing post_type configuration' ); - } - - $connections = DT_CSV_Import_Utilities::split_multi_value( $value ); - $processed_connections = []; - - foreach ( $connections as $connection ) { - $connection = trim( $connection ); - - // Try to find by ID - if ( is_numeric( $connection ) ) { - $post = DT_Posts::get_post( $connection_post_type, intval( $connection ), true, false ); - if ( !is_wp_error( $post ) ) { - $processed_connections[] = intval( $connection ); - continue; - } - } - - // Try to find by title - $posts = DT_Posts::list_posts($connection_post_type, [ - 'name' => $connection, - 'limit' => 1 - ]); - - if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { - $processed_connections[] = $posts['posts'][0]['ID']; - } else { - throw new Exception( "Connection not found: {$connection}" ); - } - } - - return $processed_connections; - } - - /** - * Handle user_select field processing - */ - public static function handle_user_select_field( $value, $field_config ) { - $user = null; - - // Try to find by ID - if ( is_numeric( $value ) ) { - $user = get_user_by( 'id', intval( $value ) ); - } - - // Try to find by username - if ( !$user ) { - $user = get_user_by( 'login', $value ); - } - - // Try to find by display name - if ( !$user ) { - $user = get_user_by( 'display_name', $value ); - } - - if ( !$user ) { - throw new Exception( "User not found: {$value}" ); - } - - return $user->ID; - } - /** * Handle location_grid field processing (requires numeric grid ID) */ @@ -312,25 +112,4 @@ public static function handle_location_grid_meta( $value, $field_key, $post_type ]; } } - - - - /** - * Handle location field processing (legacy) - */ - public static function handle_location_field( $value, $field_config ) { - $value = trim( $value ); - - $result = null; - - // Check if it's a grid ID - if ( is_numeric( $value ) ) { - $result = self::handle_location_grid_field( $value, $field_config ); - } else { - // For non-numeric values, treat as location_grid_meta - $result = self::handle_location_grid_meta( $value, '', '', [], [] ); - } - - return $result; - } } diff --git a/dt-import/includes/dt-import-validators.php b/dt-import/includes/dt-import-validators.php deleted file mode 100644 index d2da48d98..000000000 --- a/dt-import/includes/dt-import-validators.php +++ /dev/null @@ -1,109 +0,0 @@ - $header ) { - if ( empty( trim( $header ) ) ) { - $errors[] = sprintf( __( 'Column %d has an empty header.', 'disciple_tools' ), $index + 1 ); - } - } - - // Check for duplicate headers - $header_counts = array_count_values( $headers ); - foreach ( $header_counts as $header => $count ) { - if ( $count > 1 ) { - $errors[] = sprintf( __( 'Duplicate header found: "%s"', 'disciple_tools' ), $header ); - } - } - - // Check row consistency - $csv_data_count = count( $csv_data ); - for ( $i = 1; $i < $csv_data_count; $i++ ) { - $row = $csv_data[$i]; - if ( count( $row ) !== $column_count ) { - $errors[] = sprintf( __( 'Row %1$d has %2$d columns, expected %3$d columns.', 'disciple_tools' ), $i + 1, count( $row ), $column_count ); - } - } - - return $errors; - } - - /** - * Validate field mapping data - */ - public static function validate_field_mappings( $mappings, $post_type ) { - $errors = []; - $field_settings = DT_Posts::get_post_field_settings( $post_type ); - - foreach ( $mappings as $column_index => $mapping ) { - if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { - continue; - } - - $field_key = $mapping['field_key']; - - // Check if field exists - if ( !isset( $field_settings[$field_key] ) ) { - $errors[] = sprintf( __( 'Field "%s" does not exist.', 'disciple_tools' ), $field_key ); - continue; - } - - $field_config = $field_settings[$field_key]; - - // Validate field-specific mappings - if ( in_array( $field_config['type'], [ 'key_select', 'multi_select' ] ) && isset( $mapping['value_mapping'] ) ) { - foreach ( $mapping['value_mapping'] as $csv_value => $dt_value ) { - if ( !empty( $dt_value ) && !isset( $field_config['default'][$dt_value] ) ) { - $errors[] = sprintf( __( 'Invalid option "%1$s" for field "%2$s".', 'disciple_tools' ), $dt_value, $field_config['name'] ); - } - } - } - } - - return $errors; - } - - /** - * Validate import session data - */ - public static function validate_import_session( $session_data ) { - $errors = []; - - $required_fields = [ 'csv_data', 'field_mappings', 'post_type' ]; - foreach ( $required_fields as $field ) { - if ( !isset( $session_data[$field] ) ) { - $errors[] = sprintf( __( 'Missing required session data: %s', 'disciple_tools' ), $field ); - } - } - - return $errors; - } -} From 6404f6652d34e90dfc4e493656dc2ec43518be6d Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 15:24:28 +0100 Subject: [PATCH 23/50] Refactor field options filtering to remove hidden field check for valid configurations --- dt-import/assets/js/dt-import.js | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index f4a5763da..35b46175a 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -576,14 +576,13 @@ getFieldOptions(suggestedField) { const fieldSettings = this.getFieldSettingsForPostType(); - // Filter out hidden fields and ensure we have valid field configurations + // Filter to ensure we have valid field configurations (removed hidden field filter) const validFields = Object.entries(fieldSettings).filter( ([fieldKey, fieldConfig]) => { return ( fieldConfig && fieldConfig.name && fieldConfig.type && - !fieldConfig.hidden && fieldConfig.customizable !== false ); }, From c751939d8690edd94583449d1adead538fd30d50 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 15:38:31 +0100 Subject: [PATCH 24/50] Add error handling to import preview display - Removed unnecessary check for customizable fields in field options filtering. - Implemented total error counting for rows and added an error summary section in the import preview. - Enhanced row display to show specific errors for each record, improving user feedback during the import process. --- dt-import/assets/js/dt-import.js | 44 +++++++++++++++++++++++++++----- 1 file changed, 37 insertions(+), 7 deletions(-) diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 35b46175a..594847f00 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -579,12 +579,7 @@ // Filter to ensure we have valid field configurations (removed hidden field filter) const validFields = Object.entries(fieldSettings).filter( ([fieldKey, fieldConfig]) => { - return ( - fieldConfig && - fieldConfig.name && - fieldConfig.type && - fieldConfig.customizable !== false - ); + return fieldConfig && fieldConfig.name && fieldConfig.type; }, ); @@ -1031,6 +1026,11 @@ return count + (row.warnings ? row.warnings.length : 0); }, 0); + // Count total errors across all rows + const totalErrors = previewData.rows.reduce((count, row) => { + return count + (row.errors ? row.errors.length : 0); + }, 0); + const step4Html = `

    ${dtImport.translations.previewImport}

    @@ -1061,6 +1061,19 @@
    + ${ + totalErrors > 0 + ? ` +
    +
    +

    Import Errors

    +

    Some records have errors and will be skipped during import. Review the errors below for details.

    +
    +
    + ` + : '' + } + ${ totalWarnings > 0 ? ` @@ -1156,6 +1169,23 @@ ` : ''; + // Create errors display + const hasErrors = row.errors && row.errors.length > 0; + const errorsHtml = hasErrors + ? ` + + +
    + Errors: +
      + ${row.errors.map((error) => `
    • ${this.escapeHtml(error)}
      • `).join('')} +
    +
    + + + ` + : ''; + // Add row number indicator with update status const rowNumberDisplay = willUpdate ? `Row ${row.row_number} (UPDATE)` @@ -1164,7 +1194,7 @@ return ` ${rowNumberDisplay} ${cellsHtml} - ${warningsHtml}`; + ${errorsHtml}${warningsHtml}`; }) .join(''); From d9d5bd2619a749017db11aef4df1d77cbf934b33 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 15:43:09 +0100 Subject: [PATCH 25/50] Enhance import processing to support sampling for large datasets - Implemented logic to use sampling for estimating counts when processing large CSV files (over 1000 rows) to improve performance. - Added indicators in the import preview to inform users when counts are estimated and the sample size used. - Maintained accurate counts for smaller datasets by analyzing all rows. - Updated date formatting to use gmdate for consistency. --- dt-import/admin/dt-import-processor.php | 106 ++++++++++++++++++------ dt-import/assets/js/dt-import.js | 22 ++++- 2 files changed, 100 insertions(+), 28 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index b3eade6fd..a395809db 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -17,38 +17,90 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, $preview_data = []; $field_settings = DT_Posts::get_post_field_settings( $post_type ); - // First, analyze ALL rows to get accurate counts + // For large datasets (>1000 rows), use sampling to estimate counts + // For smaller datasets, analyze all rows for accurate counts + $total_rows = count( $csv_data ); + $use_sampling = $total_rows > 1000; + $total_processable_count = 0; $total_error_count = 0; - foreach ( $csv_data as $row_index => $row ) { - $has_errors = false; + if ( $use_sampling ) { + // Sample up to 500 rows for estimation + $sample_size = min( 500, $total_rows ); + $sample_indices = array_rand( $csv_data, $sample_size ); + if ( !is_array( $sample_indices ) ) { + $sample_indices = [ $sample_indices ]; + } - // Check if this row has any valid data for mapped fields - $has_valid_data = false; - foreach ( $field_mappings as $column_index => $mapping ) { - if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { - continue; - } + $sample_processable = 0; + $sample_errors = 0; - $field_key = $mapping['field_key']; - $raw_value = $row[$column_index] ?? ''; + foreach ( $sample_indices as $row_index ) { + $row = $csv_data[$row_index]; + $has_errors = false; + $has_valid_data = false; - try { - $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type, true ); - if ( $processed_value !== null && $processed_value !== '' ) { - $has_valid_data = true; + foreach ( $field_mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; } - } catch ( Exception $e ) { - $has_errors = true; - break; // If any field has errors, the whole row will be skipped + + $field_key = $mapping['field_key']; + $raw_value = $row[$column_index] ?? ''; + + try { + $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type, true ); + if ( $processed_value !== null && $processed_value !== '' ) { + $has_valid_data = true; + } + } catch ( Exception $e ) { + $has_errors = true; + break; + } + } + + if ( $has_errors ) { + $sample_errors++; + } else if ( $has_valid_data ) { + $sample_processable++; } } - if ( $has_errors ) { - $total_error_count++; - } else if ( $has_valid_data ) { - $total_processable_count++; + // Extrapolate from sample to total + $total_processable_count = round( ( $sample_processable / $sample_size ) * $total_rows ); + $total_error_count = round( ( $sample_errors / $sample_size ) * $total_rows ); + + } else { + // For smaller datasets, analyze all rows for accurate counts + foreach ( $csv_data as $row_index => $row ) { + $has_errors = false; + $has_valid_data = false; + + foreach ( $field_mappings as $column_index => $mapping ) { + if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { + continue; + } + + $field_key = $mapping['field_key']; + $raw_value = $row[$column_index] ?? ''; + + try { + $processed_value = self::process_field_value( $raw_value, $field_key, $mapping, $post_type, true ); + if ( $processed_value !== null && $processed_value !== '' ) { + $has_valid_data = true; + } + } catch ( Exception $e ) { + $has_errors = true; + break; + } + } + + if ( $has_errors ) { + $total_error_count++; + } else if ( $has_valid_data ) { + $total_processable_count++; + } } } @@ -161,10 +213,12 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, 'rows' => $preview_data, 'total_rows' => count( $csv_data ), 'preview_count' => count( $preview_data ), - 'processable_count' => $total_processable_count, // Use the accurate count from analyzing all rows - 'error_count' => $total_error_count, // Use the accurate error count from analyzing all rows + 'processable_count' => $total_processable_count, + 'error_count' => $total_error_count, 'offset' => $offset, - 'limit' => $limit + 'limit' => $limit, + 'is_estimated' => $use_sampling, // Indicate if counts are estimated from sampling + 'sample_size' => $use_sampling ? $sample_size : null ]; } @@ -789,7 +843,7 @@ public static function format_value_for_preview( $processed_value, $field_key, $ case 'date': // Format date for display if ( is_numeric( $processed_value ) ) { - return date( 'Y-m-d', intval( $processed_value ) ); + return gmdate( 'Y-m-d', intval( $processed_value ) ); } break; diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 594847f00..7901f48ad 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1036,13 +1036,23 @@

    ${dtImport.translations.previewImport}

    Review the data before importing ${previewData.total_rows} records.

    + ${ + previewData.is_estimated + ? ` +
    +

    Large File Detected: Counts below are estimated based on a sample of ${previewData.sample_size} rows for faster processing. Actual numbers may vary slightly during import.

    +
    + ` + : '' + } +

    ${previewData.total_rows}

    Total Records

    -

    ${previewData.processable_count}

    +

    ${previewData.processable_count}${previewData.is_estimated ? '*' : ''}

    Will Import

    ${ @@ -1056,11 +1066,19 @@ : '' }
    -

    ${previewData.error_count}

    +

    ${previewData.error_count}${previewData.is_estimated ? '*' : ''}

    Errors

    + ${ + previewData.is_estimated + ? ` +

    * Estimated values based on sampling

    + ` + : '' + } + ${ totalErrors > 0 ? ` From 91ef07a631cedfe023f8fb96f9cfa19ff7f3c3e7 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 15:49:18 +0100 Subject: [PATCH 26/50] better field mapping --- dt-import/admin/dt-import-mapping.php | 26 +++++++++++++++----------- 1 file changed, 15 insertions(+), 11 deletions(-) diff --git a/dt-import/admin/dt-import-mapping.php b/dt-import/admin/dt-import-mapping.php index 5ad11296b..4f818824f 100644 --- a/dt-import/admin/dt-import-mapping.php +++ b/dt-import/admin/dt-import-mapping.php @@ -32,7 +32,6 @@ class DT_CSV_Import_Mapping { 'email', 'e-mail', 'email_address', - 'mail', 'e_mail', 'primary_email', 'work_email', @@ -208,22 +207,28 @@ private static function suggest_field_mapping( $column_name, $field_settings, $p return null; } - // Step 7: Partial matches for field names (more restrictive - only if column is a significant portion) + // Step 7: Very restrictive partial matches for field names foreach ( $field_settings as $field_key => $field_config ) { $field_name_normalized = self::normalize_string_for_matching( $field_config['name'] ?? '' ); if ( !empty( $field_name_normalized ) && !empty( $column_normalized ) ) { - // Only match if the column name is at least 50% of the field name - // and the field name is not too much longer than the column name $column_len = strlen( $column_normalized ); $field_len = strlen( $field_name_normalized ); - if ( $column_len >= 3 && // minimum meaningful length - $column_len >= ( $field_len * 0.5 ) && // column is at least 50% of field length - $field_len <= ( $column_len * 2 ) && // field is not more than 2x column length - ( strpos( $field_name_normalized, $column_normalized ) !== false || - strpos( $column_normalized, $field_name_normalized ) !== false ) ) { - return $field_key; + // Much more restrictive: only allow partial matches if: + // 1. Both strings are reasonably long (4+ chars) + // 2. The shorter string is at least 40% of the longer string + // 3. One completely contains the other at the start or end (not in the middle) + if ( $column_len >= 4 && $field_len >= 4 && // minimum meaningful length + min( $column_len, $field_len ) >= ( max( $column_len, $field_len ) * 0.4 ) ) { + + // Only match if one string completely contains the other at start or end + if ( strpos( $field_name_normalized, $column_normalized ) === 0 || // field starts with column + strpos( $column_normalized, $field_name_normalized ) === 0 || // column starts with field + strpos( $field_name_normalized, $column_normalized ) === ( $field_len - $column_len ) || // field ends with column + strpos( $column_normalized, $field_name_normalized ) === ( $column_len - $field_len ) ) { // column ends with field + return $field_key; + } } } } @@ -280,7 +285,6 @@ private static function get_field_aliases( $post_type = 'contacts' ) { 'email', 'e-mail', 'email_address', - 'mail', 'e_mail', 'primary_email', 'work_email', From 47c1705ea05c1c0be214c9d22e66ca4ab569f352 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 15:53:36 +0100 Subject: [PATCH 27/50] Remove basic validation for email and phone channels in import processor, as API will now handle all validation. --- dt-import/admin/dt-import-processor.php | 12 +----------- 1 file changed, 1 insertion(+), 11 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index a395809db..4279c738b 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -400,17 +400,7 @@ private static function process_communication_channel_value( $raw_value, $field_ foreach ( $channels as $channel ) { $channel = trim( $channel ); - // Basic validation based on field type - if ( strpos( $field_key, 'email' ) !== false ) { - if ( !filter_var( $channel, FILTER_VALIDATE_EMAIL ) ) { - throw new Exception( "Invalid email address: {$channel}" ); - } - } elseif ( strpos( $field_key, 'phone' ) !== false ) { - // Basic phone validation - just check if it contains digits - if ( !preg_match( '/\d/', $channel ) ) { - throw new Exception( "Invalid phone number: {$channel}" ); - } - } + // No validation here - the API will handle all communication channel validation $processed_channels[] = [ 'value' => $channel, From cb73149751b41aaee5d4982f2226fe72100fa9e7 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 16:18:40 +0100 Subject: [PATCH 28/50] Enhance CSV import documentation and connection field handling - Updated CSV import documentation to clarify connection logic, including behavior for record IDs and names. - Added troubleshooting guidance for duplicate names in connection fields. - Improved developer guide with detailed processing logic for connection fields and validation levels. - Enhanced admin documentation modal to provide clearer instructions on connection field behavior and potential issues. --- dt-import/CSV_IMPORT_DOCUMENTATION.md | 28 ++ dt-import/DEVELOPER_GUIDE.md | 444 ++++++------------------ dt-import/admin/documentation-modal.php | 11 +- dt-import/admin/dt-import-processor.php | 10 +- dt-import/assets/css/dt-import.css | 75 +++- dt-import/assets/js/dt-import.js | 39 ++- 6 files changed, 256 insertions(+), 351 deletions(-) diff --git a/dt-import/CSV_IMPORT_DOCUMENTATION.md b/dt-import/CSV_IMPORT_DOCUMENTATION.md index 889b5f4ac..6f6b2a20c 100644 --- a/dt-import/CSV_IMPORT_DOCUMENTATION.md +++ b/dt-import/CSV_IMPORT_DOCUMENTATION.md @@ -310,6 +310,13 @@ The CSV import tool supports 14 different field types. Each field type has speci **Format**: Separate multiple connections with semicolons (`;`) +**Connection Logic**: +- **Record ID (numeric)**: Links directly to that specific record +- **Record name (text)**: Searches for existing records by name +- **Single match found**: Connects to the existing record +- **No match found**: Creates a new record with that name +- **Multiple matches found**: That specific connection is skipped (other connections in the same field will still process) + **Common Examples**: **For Contacts**: @@ -333,6 +340,8 @@ The CSV import tool supports 14 different field types. Each field type has speci | 142 | Small Group Alpha;Youth Group | | Mary Johnson | Prayer Group;Bible Study | +**Important**: If multiple records exist with the same name (e.g., two contacts named "John Smith"), that connection will be skipped. To avoid this, use record IDs instead of names, or ensure all records have unique names before importing. + --- ### 11. User Select Fields @@ -557,6 +566,24 @@ Configure automatic address geocoding for location fields: **"Invalid option for field"**: Check that dropdown values match available options **"Field does not exist"**: Verify field exists for the selected post type **"Connection not found"**: Ensure connected records exist or use valid IDs +**"Connection skipped due to duplicate names"**: Multiple records exist with the same name - use record IDs instead + +### Connection Field Behavior + +When importing connection fields, the system processes each connection value as follows: + +1. **Numeric values** (e.g., `123`): Treated as record IDs - will link directly to the record with that ID +2. **Text values** (e.g., `"John Smith"`): Searched by record name/title + - **Single match found**: Links to that existing record + - **No match found**: Creates a new record with that name + - **Multiple matches found**: **Skips that specific connection** (does not fail the entire row) + +**Example**: If your CSV has `"John Smith;Mary Johnson;456"` in a connection field: +- `John Smith`: If 1 record found → connects to it; if 0 found → creates new; if 2+ found → skips +- `Mary Johnson`: Processed independently with same logic +- `456`: Links directly to record ID 456 (if it exists) + +The import will continue processing other connections and other fields even if some connections are skipped. ### Best Practices @@ -568,6 +595,7 @@ Configure automatic address geocoding for location fields: 6. **Review Mapping**: Carefully review automatic field mappings before proceeding 7. **Check Duplicates**: Enable duplicate checking for communication fields to avoid duplicate records 8. **Test Geocoding**: If using location fields, test geocoding with a few addresses first +9. **Use Record IDs for Connections**: When connecting to existing records, use numeric IDs instead of names to avoid issues with duplicate names ### System Limitations diff --git a/dt-import/DEVELOPER_GUIDE.md b/dt-import/DEVELOPER_GUIDE.md index 61ca7578a..6216b9c2c 100644 --- a/dt-import/DEVELOPER_GUIDE.md +++ b/dt-import/DEVELOPER_GUIDE.md @@ -38,423 +38,177 @@ wp-content/themes/disciple-tools-theme/dt-import/ ## Field Type Processing -### Field Handler Methods +### Supported Field Types -Each field type has specific processing logic: +Each field type has specific processing logic in `DT_CSV_Import_Field_Handlers`: -```php -// Text fields - direct assignment -handle_text_field($value, $field_key, $post_type) +- **Text fields**: Direct assignment with sanitization +- **Date fields**: Format conversion and validation +- **Boolean fields**: Multiple format recognition (true/false, yes/no, 1/0, etc.) +- **Key select**: CSV value mapping to field options +- **Multi select**: Semicolon-separated value processing +- **Communication channels**: Email/phone validation and formatting +- **Connections**: ID/name lookup with duplicate handling +- **User select**: User lookup by ID, username, or display name +- **Location fields**: Address geocoding and coordinate processing -// Date fields - format conversion to Y-m-d -handle_date_field($value, $field_key, $post_type) +### Connection Field Processing -// Boolean fields - convert various formats to boolean -handle_boolean_field($value, $field_key, $post_type) +Connection fields have special handling for duplicate names: -// Key select - map CSV values to field options -handle_key_select_field($value, $field_key, $post_type, $value_mapping) - -// Multi select - split semicolon-separated values -handle_multi_select_field($value, $field_key, $post_type, $value_mapping) - -// Communication channels - validate and format -handle_communication_channel_field($value, $field_key, $post_type) - -// Connections - lookup by ID or name, create if needed -handle_connection_field($value, $field_key, $post_type, $create_missing) - -// User select - lookup by ID, username, or display name -handle_user_select_field($value, $field_key, $post_type) - -// Location fields - geocoding and grid assignment -handle_location_field($value, $field_key, $post_type, $geocoding_service) -handle_location_grid_field($value, $field_key, $post_type) -handle_location_grid_meta_field($value, $field_key, $post_type, $geocoding_service) -``` +1. **Numeric ID**: Direct lookup by post ID +2. **Text name**: Search by title/name with duplicate detection +3. **Single match**: Connect to existing record +4. **No match**: Create new record (non-preview mode) +5. **Multiple matches**: Skip that connection (continue processing other connections) ### Value Mapping Structure -For key_select and multi_select fields: - -```php -$field_mappings[column_index] = [ - 'field_key' => 'field_name', - 'column_index' => 0, - 'value_mapping' => [ - 'csv_value_1' => 'dt_option_key_1', - 'csv_value_2' => 'dt_option_key_2', - // ... more mappings - ] -]; -``` +For dropdown fields, mappings are stored as: +- `field_key`: Target DT field +- `column_index`: CSV column number +- `value_mapping`: CSV value → DT option key mappings ## Automatic Field Detection -### Detection Logic Priority +### Detection Priority 1. **Predefined Field Headings** (100% confidence) -2. **Direct Field Matching** (100% confidence) +2. **Direct Field Matching** (100% confidence) 3. **Communication Channel Detection** (100% confidence) 4. **Partial Matching** (75% confidence) 5. **Extended Field Aliases** (≤75% confidence) -### Predefined Headings - -```php -$predefined_headings = [ - 'contact_phone' => ['phone', 'mobile', 'telephone', 'cell', 'phone_number'], - 'contact_email' => ['email', 'e-mail', 'email_address', 'mail'], - 'contact_address' => ['address', 'street_address', 'home_address'], - 'name' => ['title', 'name', 'contact_name', 'full_name', 'display_name'], - // ... more mappings -]; -``` - ### Auto-Mapping Threshold - **≥75% confidence**: Automatically mapped -- **<75% confidence**: Shows "No match found", requires manual selection +- **<75% confidence**: Manual selection required ## API Endpoints -### Get Field Options -``` -GET /wp-json/dt-csv-import/v2/{post_type}/field-options?field_key={field_key} -``` +### REST API Structure -Returns available options for key_select and multi_select fields. - -### Get Column Data -``` -GET /wp-json/dt-csv-import/v2/{session_id}/column-data?column_index={index} -``` - -Returns unique values and sample data from CSV column. - -### Import Processing -``` -POST /wp-json/dt-csv-import/v2/import -``` +Base URL: `/wp-json/dt-csv-import/v2/` -Executes the import with field mappings and configuration. +- **Field Options**: `/{post_type}/field-options?field_key={field_key}` +- **Column Data**: `/{session_id}/column-data?column_index={index}` +- **Import Processing**: `/import` (POST) ## Data Processing Flow ### Import Workflow -1. **File Upload**: CSV uploaded and parsed -2. **Field Detection**: Headers analyzed for field suggestions -3. **Field Mapping**: User maps columns to DT fields -4. **Value Mapping**: For key_select/multi_select, map CSV values to options -5. **Validation**: Data validated against field requirements -6. **Processing**: Records created via DT_Posts API -7. **Reporting**: Results and errors reported +1. **File Upload**: CSV parsing and validation +2. **Field Detection**: Header analysis for field suggestions +3. **Field Mapping**: User column-to-field mapping +4. **Value Mapping**: Dropdown value mapping for select fields +5. **Validation**: Data validation against field requirements +6. **Processing**: Record creation via DT_Posts API +7. **Reporting**: Results and error reporting ### Multi-Value Field Processing -Fields supporting multiple values use semicolon separation: - -```php -// Split semicolon-separated values -$values = array_map('trim', explode(';', $csv_value)); - -// Process each value -foreach ($values as $value) { - // Handle individual value based on field type -} -``` +Fields supporting multiple values use semicolon (`;`) separation for processing multiple entries in a single CSV cell. ## Location Field Handling -### Supported Location Formats +### Supported Formats -#### location_grid -- **Input**: Numeric grid ID only -- **Processing**: Direct validation and assignment -- **Example**: `12345` +- **location_grid**: Numeric grid ID only +- **location_grid_meta**: Multiple formats supported + - Numeric grid IDs + - Decimal coordinates (lat,lng) + - DMS coordinates with direction indicators + - Address strings for geocoding + - Semicolon-separated multiple locations -#### location_grid_meta -- **Numeric grid ID**: `12345` -- **Decimal coordinates**: `40.7128, -74.0060` -- **DMS coordinates**: `35°50′40.9″N, 103°27′7.5″E` -- **Address strings**: `123 Main St, New York, NY` -- **Multiple locations**: `Paris; Berlin` (semicolon-separated) +### Coordinate Format Support -#### Coordinate Format Support - -**Decimal Degrees**: -```php -// Format: latitude,longitude -// Range: -90 to 90 (lat), -180 to 180 (lng) -preg_match('/^(-?\d+\.?\d*),\s*(-?\d+\.?\d*)$/', $value, $matches) -``` - -**DMS (Degrees, Minutes, Seconds)**: -```php -// Format: DD°MM′SS.S″N/S, DDD°MM′SS.S″E/W -// Supports various symbols: °′″ or d m s or regular quotes -$dms_pattern = '/(\d+)[°d]\s*(\d+)[\'′m]\s*([\d.]+)["″s]?\s*([NSEW])/i'; -``` +- **Decimal Degrees**: Standard lat,lng format with range validation +- **DMS**: Degrees/minutes/seconds with required direction indicators (N/S/E/W) ### Geocoding Integration -```php -// Geocoding availability check -$is_geocoding_available = DT_CSV_Import_Geocoding::is_geocoding_available(); - -// The system uses DT's built-in geocoding services: -// - Google Maps (if API key configured) -// - Mapbox (if API token configured) +Uses DT's built-in geocoding services (Google Maps/Mapbox) when configured. The import system sets the geolocate flag for address processing. -// Geocoding during import is handled by DT core -// Import system just sets the geolocate flag -$location_data = [ - 'value' => $address, - 'geolocate' => $is_geocoding_available -]; -``` - -## Value Mapping for Select Fields - -### Modal System +## Value Mapping System -The value mapping modal provides: +### Modal Features -- Real CSV data fetching -- Unique value detection -- Auto-mapping with fuzzy matching +- Real-time CSV data fetching +- Unique value detection from actual CSV data +- Auto-mapping with fuzzy string matching - Batch operations (clear all, auto-map) - Live mapping count updates -### JavaScript Integration - -```javascript -// Key methods in DT Import JavaScript -// Main script: dt-import.js (2151 lines) -// Modal handling: dt-import-modals.js (511 lines) - -// Core functionality: -getColumnCSVData(columnIndex) // Fetch CSV column data -getFieldOptions(postType, fieldKey) // Fetch field options -autoMapValues() // Intelligent auto-mapping -clearAllMappings() // Clear all mappings -updateMappingCount() // Update mapping statistics -``` - ### Auto-Mapping Algorithm -```php -// Fuzzy matching for auto-mapping -function auto_map_values($csv_values, $field_options) { - foreach ($csv_values as $csv_value) { - $best_match = find_best_match($csv_value, $field_options); - if ($best_match['confidence'] >= 0.8) { - $mappings[$csv_value] = $best_match['option_key']; - } - } - return $mappings; -} -``` +Fuzzy matching compares CSV values to field options with confidence scoring. Mappings above 80% confidence are auto-applied. ## Security Implementation ### Access Control -```php -// Capability check for all operations -if (!current_user_can('manage_dt')) { - wp_die('Insufficient permissions'); -} -``` +- Requires `manage_dt` capability for all operations +- WordPress nonce verification for all actions ### File Upload Security -```php -// File type validation -$allowed_types = ['text/csv', 'application/csv']; -if (!in_array($file['type'], $allowed_types)) { - throw new Exception('Invalid file type'); -} - -// File size validation -if ($file['size'] > 10 * 1024 * 1024) { // 10MB - throw new Exception('File too large'); -} -``` +- File type validation (CSV only) +- Size limits (10MB maximum) +- Server-side content validation ### Data Sanitization -```php -// Sanitize all inputs -$sanitized_value = sanitize_text_field($raw_value); - -// Use WordPress nonces -wp_verify_nonce($_POST['_wpnonce'], 'dt_import_action'); -``` +- All inputs sanitized before processing +- Field-specific validation rules applied ## Error Handling -### Validation Errors -```php -// Row-level error collection -$errors = [ - 'row_2' => ['Invalid email format in column 3'], - 'row_5' => ['Required field "name" is empty'], - 'row_8' => ['Invalid option "maybe" for field "status"'] -]; -``` - -### Field-Specific Validation -```php -// Email validation -if (!filter_var($email, FILTER_VALIDATE_EMAIL)) { - throw new DT_Import_Field_Exception('Invalid email format'); -} - -// Date validation -$date = DateTime::createFromFormat('Y-m-d', $value); -if (!$date || $date->format('Y-m-d') !== $value) { - throw new DT_Import_Field_Exception('Invalid date format'); -} -``` - -## Performance Considerations - -### Memory Management -```php -// Process large files in chunks -$chunk_size = 1000; -$offset = 0; - -while ($records = get_csv_chunk($file, $offset, $chunk_size)) { - process_chunk($records); - $offset += $chunk_size; - - // Clear memory - unset($records); - if (function_exists('gc_collect_cycles')) { - gc_collect_cycles(); - } -} -``` - -### Database Optimization -```php -// Batch database operations -$batch_size = 100; -$batch_data = []; - -foreach ($records as $record) { - $batch_data[] = prepare_record_data($record); - - if (count($batch_data) >= $batch_size) { - process_batch($batch_data); - $batch_data = []; - } -} -``` - -## Extending the System - -### Current Limitations - -The current CSV import system has limited extensibility options. To modify behavior, you would need to: - -1. **Modify Core Files**: Direct edits to the import classes (not recommended) -2. **Custom Post Types**: Add new post types through DT's existing systems -3. **Field Types**: Use DT's field type system rather than import-specific handlers - -### Extending Field Detection - -Field detection can be customized by modifying the `$field_headings` array in `DT_CSV_Import_Mapping`: - -```php -// In dt-import-mapping.php -private static $field_headings = [ - 'your_custom_field' => [ - 'custom_header', - 'alternative_name', - 'legacy_field' - ], - // ... existing mappings -]; -``` +### Validation Levels +- **Row-level**: Collect all errors per row for batch reporting +- **Field-specific**: Type-appropriate validation (email format, date parsing, etc.) +- **Connection lookup**: Graceful handling of missing/duplicate records -### Custom Field Handlers +### Performance Considerations -Field processing is handled in `DT_CSV_Import_Field_Handlers`. New field type support would require: +- **Memory Management**: Large file processing in chunks +- **Database Optimization**: Batch operations where possible +- **Progress Tracking**: Session-based progress for long imports -1. Adding handler method in the class -2. Updating the field type mapping logic -3. Ensuring DT core supports the field type +## Current Limitations -### Integration Points +### Extensibility +The system has limited hook/filter support. Customization requires: +- Direct file modification (not recommended) +- Custom post type registration through DT's existing systems +- Field type extension through DT's field system -- **DT Posts API**: All imports go through `DT_Posts::create_post()` -- **DT Field Settings**: Field definitions come from `DT_Posts::get_post_field_settings()` -- **DT Geocoding**: Location processing uses DT's geocoding system +### Extension Points +- Field detection can be modified via `$field_headings` array +- Field handlers can be added to `DT_CSV_Import_Field_Handlers` +- All imports integrate through `DT_Posts::create_post()` ## Testing -### Testing +### Available Methods +1. **Manual Testing**: Admin interface under Utilities +2. **Field Detection**: Test various CSV column headers +3. **Value Mapping**: Dropdown field mapping with sample data +4. **Error Handling**: Invalid data testing -The import system can be tested through the WordPress admin interface: +### Test Resources +- Example CSV files in assets directory +- Basic and comprehensive templates for contacts/groups +- Various format examples for testing edge cases -1. **Manual Testing**: Use the CSV Import admin page under Utilities -2. **Field Detection**: Test with various CSV column headers -3. **Value Mapping**: Test dropdown field value mapping with sample data -4. **Error Handling**: Test with invalid data to verify error reporting - -### Test CSV Files - -The system includes example CSV files for testing: -- `assets/example_contacts.csv` - Basic contact import -- `assets/example_contacts_comprehensive.csv` - All contact fields -- `assets/example_groups.csv` - Basic group import -- `assets/example_groups_comprehensive.csv` - All group fields - -## Configuration Hooks - -### Current Implementation - -The current CSV import system does not expose custom hooks or filters for extensibility. Configuration is handled through: - -1. **File Size Limits**: Controlled by WordPress `wp_max_upload_size()` -2. **Field Detection**: Built into `DT_CSV_Import_Mapping` class methods -3. **Geocoding**: Uses DT core geocoding services automatically -4. **Validation**: Integrated with DT Posts API validation - -### Potential Extension Points - -If hooks were added in future versions, they might include: - -```php -// Example hooks that could be implemented: -// apply_filters('dt_csv_import_field_mappings', $mappings, $post_type) -// apply_filters('dt_csv_import_supported_field_types', $field_types) -// do_action('dt_csv_import_before_process', $import_data) -// do_action('dt_csv_import_after_process', $results) -``` - -## Common Integration Patterns +## Integration Patterns ### Custom Post Type Support +Automatic support for any post type registered with DT's system via: +- `DT_Posts::get_post_types()` for available types +- `DT_Posts::get_post_field_settings()` for field definitions -The import system automatically supports any post type available through `DT_Posts::get_post_types()`. To add import support for a custom post type: - -1. **Register with DT**: Ensure your post type is registered with DT's post type system -2. **Field Settings**: Provide field settings via `DT_Posts::get_post_field_settings()` -3. **Automatic Detection**: The import system will automatically include it - -### Working with Import Data - -```php -// Get available post types for import -$post_types = DT_Posts::get_post_types(); - -// Get field settings for mapping -$field_settings = DT_Posts::get_post_field_settings($post_type); - -// Access import session data -$session_data = DT_CSV_Import_Utilities::get_session_data($session_id); -``` +### Data Access Patterns +- Session data: `DT_CSV_Import_Utilities::get_session_data()` +- Field settings: `DT_Posts::get_post_field_settings($post_type)` +- Import processing: All through DT_Posts API -This developer guide provides comprehensive technical reference for working with the DT Import CSV system, covering all major components, APIs, and extension points. \ No newline at end of file +This developer guide provides the essential technical reference for understanding and working with the DT Import CSV system architecture and implementation patterns. \ No newline at end of file diff --git a/dt-import/admin/documentation-modal.php b/dt-import/admin/documentation-modal.php index e8fd5c3ec..5b75244d5 100644 --- a/dt-import/admin/documentation-modal.php +++ b/dt-import/admin/documentation-modal.php @@ -126,11 +126,15 @@

    -

    +

    John Smith;Mary Johnson
    142;256
    +
    + + +
    @@ -331,6 +335,11 @@

    +
    +

    +

    +
    +

    diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 4279c738b..3324a2a7d 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -452,13 +452,19 @@ private static function process_connection_value( $raw_value, $field_config, $pr } } - // Try to find by title/name + // Try to find by title/name - but check for multiple matches first $posts = DT_Posts::list_posts($connection_post_type, [ 'name' => $connection, - 'limit' => 1 + 'limit' => 2 // Get 2 to check for duplicates ]); if ( !is_wp_error( $posts ) && !empty( $posts['posts'] ) ) { + // Check if multiple records found with same name + if ( count( $posts['posts'] ) > 1 ) { + // Skip this connection instead of failing the entire row + continue; + } + $found_post = $posts['posts'][0]; $connection_info['id'] = $found_post['ID']; $connection_info['name'] = $found_post['title'] ?? $found_post['name'] ?? $connection; diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 8686db1a4..46c1942de 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -1696,4 +1696,77 @@ body.modal-open { .dt-import-example-table td { padding: 6px 8px; } -} \ No newline at end of file +} + +/* Connection Field Help Styles */ +.field-specific-options .connection-field-help { + background: #e7f3ff; + border: 1px solid #b3d8ff; + border-radius: 6px; + padding: 15px; + margin: 0; +} + +/* Override the grey box for connection field help */ +.field-specific-options.connection-help { + background: transparent; + border: none; + padding: 0; + margin-top: 10px; +} + +.field-help-header { + display: flex; + align-items: center; + gap: 8px; + margin-bottom: 12px; + color: #0073aa; +} + +.field-help-header i { + font-size: 18px; +} + +.field-help-header strong { + font-size: 14px; + font-weight: 600; +} + +.field-help-content p { + margin: 0 0 10px 0; + font-size: 13px; + color: #2c3338; +} + +.field-help-content ul { + margin: 0 0 15px 20px; + padding: 0; +} + +.field-help-content li { + margin: 0 0 6px 0; + font-size: 13px; + color: #2c3338; + line-height: 1.4; +} + + + +@media (max-width: 768px) { + .connection-field-help { + padding: 12px; + } + + .field-help-header { + gap: 6px; + margin-bottom: 10px; + } + + .field-help-header strong { + font-size: 13px; + } + + .field-help-content li { + font-size: 12px; + } +} \ No newline at end of file diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 7901f48ad..c727a2856 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -628,7 +628,7 @@ const $options = $card.find('.field-specific-options'); if (!fieldKey) { - $options.hide().empty(); + $options.hide().empty().removeClass('connection-help'); return; } @@ -636,10 +636,13 @@ const fieldConfig = fieldSettings[fieldKey]; if (!fieldConfig) { - $options.hide().empty(); + $options.hide().empty().removeClass('connection-help'); return; } + // Remove connection-help class first + $options.removeClass('connection-help'); + if (['key_select', 'multi_select'].includes(fieldConfig.type)) { this.showInlineValueMapping(columnIndex, fieldKey, fieldConfig); } else if (fieldConfig.type === 'date') { @@ -651,6 +654,8 @@ this.isCommunicationFieldForDuplicateCheck(fieldKey) ) { this.showDuplicateCheckingOptions(columnIndex, fieldKey, fieldConfig); + } else if (fieldConfig.type === 'connection') { + this.showConnectionFieldHelp(columnIndex, fieldKey, fieldConfig); } else { $options.hide().empty(); } @@ -2025,6 +2030,36 @@ this.updateFieldMappingDateFormat(columnIndex, dateFormat); } + showConnectionFieldHelp(columnIndex, fieldKey, fieldConfig) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + const postTypeName = fieldConfig.post_type || 'records'; + const fieldName = fieldConfig.name || 'Connection'; + + const helpHtml = ` +
    +
    + + Connection Field +
    +
    +
      +
    • Record ID (number): Links to that specific record
      • +
    • Name (text): Searches for existing ${postTypeName}
      • +
    • One match: Links to existing record
      • +
    • No match: Creates new record
      • +
    • Multiple matches: Connection skipped
      • +
    +
    +
    + `; + + $options.html(helpHtml).show().addClass('connection-help'); + } + getImportOptionsHtml() { if (!this.selectedPostType) { return ''; From 14be00ed1d87512c4db974128e1733054774abe0 Mon Sep 17 00:00:00 2001 From: corsac Date: Fri, 6 Jun 2025 17:02:58 +0100 Subject: [PATCH 29/50] Fix state being broken upon navigation. --- dt-import/admin/rest-endpoints.php | 17 +- dt-import/assets/js/dt-import.js | 338 ++++++++++++++++++++++++++--- 2 files changed, 325 insertions(+), 30 deletions(-) diff --git a/dt-import/admin/rest-endpoints.php b/dt-import/admin/rest-endpoints.php index ede5adb5d..35de9b9bf 100644 --- a/dt-import/admin/rest-endpoints.php +++ b/dt-import/admin/rest-endpoints.php @@ -361,9 +361,22 @@ public function analyze_csv( WP_REST_Request $request ) { 'status' => 'analyzed' ]); + // Include saved field mappings and do_not_import_columns if they exist + $response_data = [ + 'mapping_suggestions' => $mapping_suggestions + ]; + + if ( !empty( $session['field_mappings'] ) ) { + $response_data['saved_field_mappings'] = $session['field_mappings']; + } + + if ( !empty( $session['do_not_import_columns'] ) ) { + $response_data['saved_do_not_import_columns'] = $session['do_not_import_columns']; + } + return [ 'success' => true, - 'data' => $mapping_suggestions + 'data' => $response_data ]; } @@ -376,6 +389,7 @@ public function save_mapping( WP_REST_Request $request ) { $body_params = $request->get_json_params() ?? $request->get_body_params(); $mappings = $body_params['mappings'] ?? []; + $do_not_import_columns = $body_params['do_not_import_columns'] ?? []; $import_options = $body_params['import_options'] ?? []; $session = $this->get_import_session( $session_id ); @@ -392,6 +406,7 @@ public function save_mapping( WP_REST_Request $request ) { // Update session with mappings and import options $update_data = [ 'field_mappings' => $mappings, + 'do_not_import_columns' => $do_not_import_columns, 'status' => 'mapped' ]; diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index c727a2856..24d1575a4 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -10,6 +10,7 @@ this.selectedPostType = null; this.csvData = null; this.fieldMappings = {}; + this.doNotImportColumns = new Set(); // Track columns explicitly set to "Do not import" this.isProcessing = false; this.cachedFieldSettings = null; @@ -114,6 +115,10 @@ // Clear cached field settings when post type changes this.cachedFieldSettings = null; + // Clear field mappings and do not import tracking when post type changes + this.fieldMappings = {}; + this.doNotImportColumns.clear(); + $('.dt-import-next').prop('disabled', false); // Automatically proceed to step 2 @@ -421,7 +426,39 @@ this.hideProcessing(); if (data.success) { - this.showStep3(data.data); + // Handle new response format that may include saved data + const responseData = data.data; + let mappingSuggestions; + + if (responseData.mapping_suggestions) { + // New format with saved data + mappingSuggestions = responseData.mapping_suggestions; + + // Restore saved field mappings if they exist + if (responseData.saved_field_mappings) { + this.fieldMappings = responseData.saved_field_mappings; + } + + // Restore saved do_not_import_columns if they exist + if (responseData.saved_do_not_import_columns) { + this.doNotImportColumns = new Set( + responseData.saved_do_not_import_columns, + ); + + // Remove any field mappings for columns that are marked as "do not import" + // This handles cases where there might be conflicting data + this.doNotImportColumns.forEach((columnIndex) => { + if (this.fieldMappings[columnIndex]) { + delete this.fieldMappings[columnIndex]; + } + }); + } + } else { + // Old format - just mapping suggestions + mappingSuggestions = responseData; + } + + this.showStep3(mappingSuggestions); } else { this.showError(data.message || 'Failed to analyze CSV'); } @@ -463,9 +500,12 @@ $('.dt-import-step-content').html(step3Html); - // Initialize field mappings from suggested mappings ONLY if no existing mappings - if (Object.keys(this.fieldMappings).length === 0) { - // Initialize from suggestions for first-time display + // Initialize field mappings from suggested mappings ONLY if no existing mappings AND no do_not_import_columns + if ( + Object.keys(this.fieldMappings).length === 0 && + this.doNotImportColumns.size === 0 + ) { + // Initialize from suggestions for first-time display (only when no previous user choices exist) Object.entries(mappingSuggestions).forEach(([index, mapping]) => { if (mapping.suggested_field) { this.fieldMappings[index] = { @@ -476,7 +516,7 @@ }); } - // Restore existing field mappings to the dropdowns and read actual dropdown values + // Restore existing field mappings to the dropdowns setTimeout(() => { // First, restore any existing user mappings to the dropdowns Object.entries(this.fieldMappings).forEach(([columnIndex, mapping]) => { @@ -485,38 +525,52 @@ ); if ($select.length && mapping.field_key) { $select.val(mapping.field_key); - this.showFieldSpecificOptions( + // Restore field-specific options with existing configurations + this.restoreFieldSpecificOptions( parseInt(columnIndex), mapping.field_key, + mapping, ); } }); - // Read the actual dropdown values to ensure mappings match what's displayed - // This handles cases where suggestions were auto-selected but user wants different behavior - const actualMappings = {}; + // Ensure "do not import" columns have empty dropdowns + this.doNotImportColumns.forEach((columnIndex) => { + const $select = $( + `.field-mapping-select[data-column-index="${columnIndex}"]`, + ); + if ($select.length) { + $select.val(''); + } + }); + + // For any dropdown that doesn't have an existing mapping but has a selected value, + // create a basic mapping (this handles auto-suggestions that weren't saved yet) $('.field-mapping-select').each((index, select) => { const $select = $(select); const columnIndex = $select.data('column-index'); const fieldKey = $select.val(); - // Only create mapping if a field is actually selected (not empty) - if (fieldKey && fieldKey !== '' && fieldKey !== 'create_new') { - actualMappings[columnIndex] = { + // Only create mapping if a field is selected and we don't already have a mapping + // AND the column is not marked as "do not import" + if ( + fieldKey && + fieldKey !== '' && + fieldKey !== 'create_new' && + !this.fieldMappings[columnIndex] && + !this.doNotImportColumns.has(columnIndex) + ) { + this.fieldMappings[columnIndex] = { field_key: fieldKey, column_index: parseInt(columnIndex), }; + // Show basic field-specific options for new mappings + this.showFieldSpecificOptions(parseInt(columnIndex), fieldKey); } + // Note: We don't modify doNotImportColumns here since we're just restoring the UI }); - // Update field mappings to match actual dropdown state - this.fieldMappings = actualMappings; - console.log( - 'DT Import: Field mappings synchronized with dropdown state:', - this.fieldMappings, - ); - - // Update the summary after mappings are initialized + // Update the summary after mappings are restored this.updateMappingSummary(); }, 100); @@ -531,13 +585,25 @@ // Check if there's an existing user mapping for this column const existingMapping = this.fieldMappings[columnIndex]; - const selectedField = existingMapping - ? existingMapping.field_key - : mapping.suggested_field; // Restore auto-mapping + const isDoNotImport = this.doNotImportColumns.has(columnIndex); + + let selectedField; + if (isDoNotImport) { + // User explicitly chose "Do not import" + selectedField = ''; + } else if (existingMapping) { + // User has a field mapping + selectedField = existingMapping.field_key; + } else { + // No user choice yet, use auto-suggestion + selectedField = mapping.suggested_field; + } - // For fields with no match and no existing mapping, ensure empty selection + // For fields with no match and no existing mapping or explicit choice, ensure empty selection const finalSelectedField = - !mapping.has_match && !existingMapping ? '' : selectedField; + !mapping.has_match && !existingMapping && !isDoNotImport + ? '' + : selectedField; return `
    @@ -611,9 +677,13 @@ field_key: fieldKey, column_index: columnIndex, }; + // Remove from do not import set if it was there + this.doNotImportColumns.delete(columnIndex); } else { // When "do not import" is selected (empty value), remove the mapping entirely delete this.fieldMappings[columnIndex]; + // Track that this column was explicitly set to "do not import" + this.doNotImportColumns.add(columnIndex); } // Show field-specific options if needed @@ -661,6 +731,60 @@ } } + restoreFieldSpecificOptions(columnIndex, fieldKey, existingMapping) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + if (!fieldKey) { + $options.hide().empty().removeClass('connection-help'); + return; + } + + const fieldSettings = this.getFieldSettingsForPostType(); + const fieldConfig = fieldSettings[fieldKey]; + + if (!fieldConfig) { + $options.hide().empty().removeClass('connection-help'); + return; + } + + // Remove connection-help class first + $options.removeClass('connection-help'); + + if (['key_select', 'multi_select'].includes(fieldConfig.type)) { + this.restoreInlineValueMapping( + columnIndex, + fieldKey, + fieldConfig, + existingMapping, + ); + } else if (fieldConfig.type === 'date') { + this.restoreDateFormatSelector(columnIndex, fieldKey, existingMapping); + } else if (fieldConfig.type === 'location_meta') { + this.restoreGeocodingServiceSelector( + columnIndex, + fieldKey, + existingMapping, + ); + } else if ( + fieldConfig.type === 'communication_channel' && + this.isCommunicationFieldForDuplicateCheck(fieldKey) + ) { + this.restoreDuplicateCheckingOptions( + columnIndex, + fieldKey, + fieldConfig, + existingMapping, + ); + } else if (fieldConfig.type === 'connection') { + this.showConnectionFieldHelp(columnIndex, fieldKey, fieldConfig); + } else { + $options.hide().empty(); + } + } + showInlineValueMapping(columnIndex, fieldKey, fieldConfig) { const $card = $( `.column-mapping-card[data-column-index="${columnIndex}"]`, @@ -948,10 +1072,27 @@ return; } - console.log( - 'DT Import: Saving field mappings to server:', - this.fieldMappings, - ); + // Ensure all inline value mappings are up to date before saving + Object.entries(this.fieldMappings).forEach(([columnIndex, mapping]) => { + const fieldSettings = this.getFieldSettingsForPostType(); + const fieldConfig = fieldSettings[mapping.field_key]; + + if ( + fieldConfig && + ['key_select', 'multi_select'].includes(fieldConfig.type) + ) { + // Check if there are inline value mapping selects for this column + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + if ($card.find('.inline-value-mapping-select').length > 0) { + this.updateFieldMappingFromInline( + parseInt(columnIndex), + mapping.field_key, + ); + } + } + }); this.showProcessing('Saving field mappings...'); // Use the import options that were captured in analyzeCSV() @@ -970,6 +1111,7 @@ }, body: JSON.stringify({ mappings: this.fieldMappings, + do_not_import_columns: Array.from(this.doNotImportColumns), import_options: importOptions, }), }) @@ -2221,6 +2363,144 @@ return Promise.resolve([]); } + + // Restore methods for preserving field-specific configurations + restoreInlineValueMapping( + columnIndex, + fieldKey, + fieldConfig, + existingMapping, + ) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + const $options = $card.find('.field-specific-options'); + + // Get unique values from this CSV column (excluding header row) + this.getColumnUniqueValues(columnIndex) + .then((uniqueValues) => { + if (uniqueValues.length === 0) { + $options.hide().empty(); + return; + } + + // Get field options + this.getFieldOptionsForSelect(fieldKey) + .then((fieldOptions) => { + const mappingHtml = this.createInlineValueMappingHtml( + columnIndex, + fieldKey, + uniqueValues, + fieldOptions, + fieldConfig.type, + ); + $options.html(mappingHtml).show(); + + // Restore existing value mappings instead of auto-mapping + if (existingMapping.value_mapping) { + this.restoreInlineValueMappingSelections( + columnIndex, + existingMapping.value_mapping, + ); + // Update field mappings with restored values + this.updateFieldMappingFromInline(columnIndex, fieldKey); + } else { + // Apply auto-mapping if no existing mappings + this.autoMapInlineValues(columnIndex, fieldOptions); + // Update field mappings with auto-mapped values + this.updateFieldMappingFromInline(columnIndex, fieldKey); + } + + // Update count + this.updateInlineMappingCount(columnIndex); + }) + .catch((error) => { + console.error('Error fetching field options:', error); + $options + .html('

    Error loading field options

    ') + .show(); + }); + }) + .catch((error) => { + console.error('Error fetching column data:', error); + $options + .html('

    Error loading column data

    ') + .show(); + }); + } + + restoreInlineValueMappingSelections(columnIndex, valueMappings) { + const $card = $( + `.column-mapping-card[data-column-index="${columnIndex}"]`, + ); + + // Restore each value mapping + Object.entries(valueMappings).forEach(([csvValue, dtValue]) => { + const $select = $card.find( + `.inline-value-mapping-select[data-csv-value="${csvValue}"]`, + ); + if ($select.length) { + $select.val(dtValue); + } + }); + } + + restoreDateFormatSelector(columnIndex, fieldKey, existingMapping) { + // Show the date format selector first + this.showDateFormatSelector(columnIndex, fieldKey); + + // Then restore the selected value + setTimeout(() => { + if (existingMapping.date_format) { + const $select = $( + `.column-mapping-card[data-column-index="${columnIndex}"] .date-format-select`, + ); + if ($select.length) { + $select.val(existingMapping.date_format); + } + } + }, 50); + } + + restoreGeocodingServiceSelector(columnIndex, fieldKey, existingMapping) { + // Show the geocoding service selector first + this.showGeocodingServiceSelector(columnIndex, fieldKey); + + // Then restore the selected value + setTimeout(() => { + if (existingMapping.geocode_service) { + const isEnabled = existingMapping.geocode_service !== 'none'; + const $checkbox = $( + `.column-mapping-card[data-column-index="${columnIndex}"] .geocoding-service-checkbox`, + ); + if ($checkbox.length) { + $checkbox.prop('checked', isEnabled); + } + } + }, 50); + } + + restoreDuplicateCheckingOptions( + columnIndex, + fieldKey, + fieldConfig, + existingMapping, + ) { + // Show the duplicate checking options first + this.showDuplicateCheckingOptions(columnIndex, fieldKey, fieldConfig); + + // Then restore the selected value + setTimeout(() => { + if (existingMapping.duplicate_checking !== undefined) { + const $checkbox = $( + `.column-mapping-card[data-column-index="${columnIndex}"] .duplicate-checking-checkbox`, + ); + if ($checkbox.length) { + $checkbox.prop('checked', existingMapping.duplicate_checking); + } + } + }, 50); + } } // Initialize when DOM is ready From 4d65b9419d378d1f222a4d9f84e13046646928ae Mon Sep 17 00:00:00 2001 From: corsac Date: Mon, 9 Jun 2025 15:11:29 +0100 Subject: [PATCH 30/50] wording --- dt-import/admin/dt-import-admin-tab.php | 34 ++++++++++++------------- 1 file changed, 17 insertions(+), 17 deletions(-) diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 3660491d6..7cf86da5d 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -142,29 +142,29 @@ private function display_csv_examples_sidebar() {

    - +

    - +

    - +

      • @@ -192,7 +192,7 @@ private function display_csv_examples_sidebar() {
    - +

    @@ -212,14 +212,14 @@ private function display_documentation_sidebar() {

    - +
    - +

    @@ -346,7 +346,7 @@ private function display_import_interface() {

    - +
      @@ -368,20 +368,20 @@ private function display_import_interface() {
    - +
    -

    +

    - +
    - +
    - +
    @@ -408,7 +408,7 @@ private function display_import_interface() {
    - + Date: Mon, 9 Jun 2025 18:53:17 +0100 Subject: [PATCH 31/50] Enhance CSS for import steps and mobile responsiveness --- dt-import/assets/css/dt-import.css | 125 ++++++++++++++++++++++++++++- 1 file changed, 121 insertions(+), 4 deletions(-) diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 46c1942de..ba487a5b8 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -106,8 +106,8 @@ content: ''; position: absolute; top: 20px; - left: 25px; - right: 25px; + left: calc(12.5% + 20px); + right: calc(12.5% + 20px); height: 2px; background: #ddd; z-index: 1; @@ -844,13 +844,26 @@ padding: 15px; } + .dt-import-progress { + padding: 15px; + margin: 15px 0 20px 0; + } + .dt-import-steps { flex-direction: column; - gap: 15px; + gap: 12px; } .dt-import-steps::before { - display: none; + content: ''; + position: absolute; + top: 20px; + bottom: 20px; + left: 20px; + width: 2px; + height: auto; + background: linear-gradient(to bottom, #ddd 0%, #ddd 100%); + z-index: 1; } .dt-import-steps .step { @@ -858,11 +871,59 @@ align-items: center; text-align: left; gap: 15px; + padding: 10px 0; + position: relative; + z-index: 2; + } + + .dt-import-steps .step-number { + width: 36px; + height: 36px; + line-height: 34px; + margin-bottom: 0; + flex-shrink: 0; + font-size: 14px; + font-weight: 700; + display: flex; + align-items: center; + justify-content: center; + text-align: center; } .dt-import-steps .step-name { display: inline; margin: 0; + font-size: 15px; + font-weight: 600; + flex: 1; + } + + /* Add completion indicator line for mobile */ + .dt-import-steps .step.completed::after { + content: ''; + position: absolute; + left: 20px; + top: 46px; + width: 2px; + height: calc(100% + 12px); + background: #46b450; + z-index: 1; + } + + .dt-import-steps .step.active::after { + content: ''; + position: absolute; + left: 20px; + top: 46px; + width: 2px; + height: calc(100% + 12px); + background: #0073aa; + z-index: 1; + } + + /* Hide the line for the last step */ + .dt-import-steps .step:last-child::after { + display: none; } .post-type-grid { @@ -911,6 +972,62 @@ } } +/* Additional mobile optimizations for smaller screens */ +@media (max-width: 480px) { + .dt-import-container { + padding: 10px; + } + + .dt-import-progress { + padding: 12px; + margin: 10px 0 15px 0; + } + + .dt-import-steps { + gap: 8px; + } + + .dt-import-steps .step { + gap: 12px; + padding: 8px 0; + } + + .dt-import-steps .step-number { + width: 32px; + height: 32px; + line-height: 30px; + font-size: 13px; + display: flex; + align-items: center; + justify-content: center; + text-align: center; + } + + .dt-import-steps .step-name { + font-size: 14px; + } + + .dt-import-steps::before { + left: 16px; + } + + .dt-import-steps .step.completed::after, + .dt-import-steps .step.active::after { + left: 16px; + top: 40px; + height: calc(100% + 8px); + } + + .dt-import-container h1 { + font-size: 20px; + margin-bottom: 15px; + } + + .dt-import-step-content h2 { + font-size: 18px; + } +} + /* Button States */ .button:disabled { opacity: 0.6; From 08b6390ac9904d539366b0ca305b51eda090fa01 Mon Sep 17 00:00:00 2001 From: corsac Date: Mon, 9 Jun 2025 18:56:50 +0100 Subject: [PATCH 32/50] Refactor CSS for import step headings to ensure consistent styling --- dt-import/assets/css/dt-import.css | 26 +++++++++++++++++++------- 1 file changed, 19 insertions(+), 7 deletions(-) diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index ba487a5b8..4f1287aec 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -163,11 +163,20 @@ margin: 20px 0; } -.dt-import-step-content h2 { - margin: 0 0 10px 0; - font-size: 20px; - font-weight: 600; - color: #23282d; +.dt-import-step-content h2, +.dt-import-container h2 { + margin: 0 0 10px 0 !important; + font-size: 20px !important; + font-weight: 600 !important; + color: #23282d !important; + line-height: 1.3 !important; + text-transform: none !important; + letter-spacing: normal !important; + text-decoration: none !important; + border: none !important; + background: none !important; + padding: 0 !important; + box-shadow: none !important; } .dt-import-step-content > p { @@ -1023,8 +1032,11 @@ margin-bottom: 15px; } - .dt-import-step-content h2 { - font-size: 18px; + .dt-import-step-content h2, + .dt-import-container h2 { + font-size: 18px !important; + margin: 0 0 8px 0 !important; + line-height: 1.2 !important; } } From 43eedcf36d8c749046502dc45207405ceb56c8ea Mon Sep 17 00:00:00 2001 From: corsac Date: Mon, 9 Jun 2025 20:05:19 +0100 Subject: [PATCH 33/50] Use a toast for the success message. --- .eslintrc.cjs | 1 + dt-import/admin/dt-import-admin-tab.php | 6 +- dt-import/assets/css/dt-import.css | 40 ++++++++++++ dt-import/assets/js/dt-import-modals.js | 31 ++++++--- dt-import/assets/js/dt-import.js | 86 +++++++++++++++++-------- 5 files changed, 126 insertions(+), 38 deletions(-) diff --git a/.eslintrc.cjs b/.eslintrc.cjs index da21f98af..1d858289c 100644 --- a/.eslintrc.cjs +++ b/.eslintrc.cjs @@ -14,6 +14,7 @@ module.exports = { ], "globals": { "jQuery": false, + "Toastify": false, }, "rules": { "no-console": "off", diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 7cf86da5d..604436cdc 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -68,11 +68,15 @@ private function enqueue_admin_scripts() { dt_theme_enqueue_style( 'web-components-css', 'dt-assets/build/css/light.min.css', [] ); } + // Enqueue Toastify for toast notifications + wp_enqueue_style( 'toastify-css', 'https://cdn.jsdelivr.net/npm/toastify-js@1.12.0/src/toastify.min.css', [], '1.12.0' ); + wp_enqueue_script( 'toastify-js', 'https://cdn.jsdelivr.net/npm/toastify-js@1.12.0/src/toastify.min.js', [], '1.12.0', true ); + // Enqueue our custom import scripts wp_enqueue_script( 'dt-import-js', get_template_directory_uri() . '/dt-import/assets/js/dt-import.js', - [ 'jquery' ], + [ 'jquery', 'toastify-js' ], '1.0.0', true ); diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 4f1287aec..33d65fa3a 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -1087,6 +1087,46 @@ display: none; } +/* Toast Notification Styles */ +.dt-import-toast-success { + background: linear-gradient(135deg, #46b450 0%, #3d9c42 100%) !important; + border-radius: 6px !important; + font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Ubuntu, Cantarell, "Helvetica Neue", sans-serif !important; + font-size: 14px !important; + font-weight: 500 !important; + box-shadow: 0 4px 12px rgba(70, 180, 80, 0.3) !important; + border: none !important; +} + +.dt-import-toast-error { + background: linear-gradient(135deg, #dc3232 0%, #c92c2c 100%) !important; + border-radius: 6px !important; + font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Oxygen-Sans, Ubuntu, Cantarell, "Helvetica Neue", sans-serif !important; + font-size: 14px !important; + font-weight: 500 !important; + box-shadow: 0 4px 12px rgba(220, 50, 50, 0.3) !important; + border: none !important; +} + +.dt-import-toast-success .toastify-content, +.dt-import-toast-error .toastify-content { + padding: 12px 16px !important; +} + +/* Toast close button styling */ +.dt-import-toast-success .toast-close, +.dt-import-toast-error .toast-close { + opacity: 0.8 !important; + font-size: 18px !important; + font-weight: bold !important; + margin-left: 10px !important; +} + +.dt-import-toast-success .toast-close:hover, +.dt-import-toast-error .toast-close:hover { + opacity: 1 !important; +} + /* Value Mapping Modal Enhancements */ .value-mapping-modal .modal-content { max-width: 800px; diff --git a/dt-import/assets/js/dt-import-modals.js b/dt-import/assets/js/dt-import-modals.js index 4ead67b8c..368059ee6 100644 --- a/dt-import/assets/js/dt-import-modals.js +++ b/dt-import/assets/js/dt-import-modals.js @@ -297,7 +297,7 @@ ); // Show success message - this.dtImport.showSuccess(dtImport.translations.fieldCreatedSuccess); + this.showModalSuccess(dtImport.translations.fieldCreatedSuccess); // Close modal this.closeModals(); @@ -372,15 +372,28 @@ } showModalError(message) { - // Remove existing error messages - $('.modal-error').remove(); + // Use toast notification instead of inline modal error + if (this.dtImport && this.dtImport.showError) { + this.dtImport.showError(message); + } else { + // Fallback to inline modal error if toast is not available + // Remove existing error messages + $('.modal-error').remove(); + + // Add error message to modal + $('.modal-body').prepend(` +
    +

    ${this.escapeHtml(message)}

    +
    + `); + } + } - // Add error message to modal - $('.modal-body').prepend(` -
    -

    ${this.escapeHtml(message)}

    -
    - `); + showModalSuccess(message) { + // Use toast notification for success messages + if (this.dtImport && this.dtImport.showSuccess) { + this.dtImport.showSuccess(message); + } } closeModals() { diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 24d1575a4..3453f4e84 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1639,35 +1639,65 @@ } showError(message) { - $('.dt-import-errors') - .html( - ` -
    -

    ${this.escapeHtml(message)}

    -
    - `, - ) - .show(); - - setTimeout(() => { - $('.dt-import-errors').fadeOut(); - }, 5000); + // Use Toastify for error messages if available + if (typeof Toastify !== 'undefined') { + Toastify({ + text: message, + duration: 5000, + close: true, + gravity: 'bottom', + position: 'center', + backgroundColor: '#dc3232', + className: 'dt-import-toast-error', + stopOnFocus: true, + }).showToast(); + } else { + // Fallback to original method if Toastify is not available + $('.dt-import-errors') + .html( + ` +
    +

    ${this.escapeHtml(message)}

    +
    + `, + ) + .show(); + + setTimeout(() => { + $('.dt-import-errors').fadeOut(); + }, 5000); + } } showSuccess(message) { - $('.dt-import-errors') - .html( - ` -
    -

    ${this.escapeHtml(message)}

    -
    - `, - ) - .show(); - - setTimeout(() => { - $('.dt-import-errors').fadeOut(); - }, 3000); + // Use Toastify for success messages if available + if (typeof Toastify !== 'undefined') { + Toastify({ + text: message, + duration: 3000, + close: true, + gravity: 'bottom', + position: 'center', + backgroundColor: '#46b450', + className: 'dt-import-toast-success', + stopOnFocus: true, + }).showToast(); + } else { + // Fallback to original method if Toastify is not available + $('.dt-import-errors') + .html( + ` +
    +

    ${this.escapeHtml(message)}

    +
    + `, + ) + .show(); + + setTimeout(() => { + $('.dt-import-errors').fadeOut(); + }, 3000); + } } // Helper methods @@ -1940,7 +1970,7 @@ $select.prop('disabled', false); const errorMessage = data.error || data.message || 'Unknown error occurred'; - alert(`Error creating field option: ${errorMessage}`); + this.showError(`Error creating field option: ${errorMessage}`); } }) .catch((error) => { @@ -1948,7 +1978,7 @@ $select.html(originalOptions); $select.val(''); $select.prop('disabled', false); - alert('Error creating field option. Please try again.'); + this.showError('Error creating field option. Please try again.'); }); } From 174041ed7f26f57330922e2ebfa233c71210733c Mon Sep 17 00:00:00 2001 From: corsac Date: Mon, 9 Jun 2025 20:09:51 +0100 Subject: [PATCH 34/50] Move location of import button --- dt-import/assets/css/dt-import.css | 10 ++++++++++ dt-import/assets/js/dt-import.js | 17 +++++++++++------ 2 files changed, 21 insertions(+), 6 deletions(-) diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 33d65fa3a..64cfa4ef2 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -581,6 +581,10 @@ border-top: 1px solid #ddd; } +.dt-import-navigation .execute-import-btn { + margin-left: auto; +} + .dt-import-actions, .import-actions { display: flex; @@ -960,6 +964,12 @@ flex-direction: column; gap: 10px; } + + .dt-import-navigation .execute-import-btn { + margin-left: 0; + order: 2; + width: 100%; + } .imported-records-list { margin: 20px 0; diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index 3453f4e84..d76bb2ef9 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1255,17 +1255,18 @@
    ${this.createPreviewTable(previewData.rows)}
    - -
    - -
    `; $('.dt-import-step-content').html(step4Html); this.updateNavigation(); + + // Add import button to navigation area + $('.dt-import-navigation').append(` + + `); } createPreviewTable(rows) { @@ -1581,6 +1582,10 @@ updateNavigation() { const $backBtn = $('.dt-import-back'); const $nextBtn = $('.dt-import-next'); + const $importBtn = $('.execute-import-btn'); + + // Clear any existing import buttons from navigation + $importBtn.remove(); // Back button if (this.currentStep === 1) { From 1fdaf1068c5943204abcf4c05d63b88d7f33dae3 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 07:11:00 +0100 Subject: [PATCH 35/50] Better handle large files --- dt-import/admin/rest-endpoints.php | 33 ++++++++++++++++------ dt-import/includes/dt-import-utilities.php | 2 +- 2 files changed, 25 insertions(+), 10 deletions(-) diff --git a/dt-import/admin/rest-endpoints.php b/dt-import/admin/rest-endpoints.php index 35de9b9bf..78290540d 100644 --- a/dt-import/admin/rest-endpoints.php +++ b/dt-import/admin/rest-endpoints.php @@ -520,7 +520,8 @@ public function get_import_status( WP_REST_Request $request ) { $url_params = $request->get_url_params(); $session_id = intval( $url_params['session_id'] ); - $session = $this->get_import_session( $session_id ); + // Don't load CSV data for status checks - we only need metadata + $session = $this->get_import_session( $session_id, false ); if ( is_wp_error( $session ) ) { return $session; } @@ -658,14 +659,20 @@ public function get_column_data( WP_REST_Request $request ) { return new WP_Error( 'invalid_column_index', 'Valid column index is required', [ 'status' => 400 ] ); } - $session = $this->get_import_session( $session_id ); + // First get session without CSV data to check if it exists + $session = $this->get_import_session( $session_id, false ); if ( is_wp_error( $session ) ) { return $session; } - $csv_data = $session['csv_data']; - if ( !$csv_data ) { - return new WP_Error( 'no_csv_data', 'No CSV data found in session', [ 'status' => 404 ] ); + // Now load CSV data from file + if ( empty( $session['file_path'] ) || !file_exists( $session['file_path'] ) ) { + return new WP_Error( 'no_csv_file', 'CSV file not found', [ 'status' => 404 ] ); + } + + $csv_data = DT_CSV_Import_Utilities::parse_csv_file( $session['file_path'] ); + if ( is_wp_error( $csv_data ) ) { + return new WP_Error( 'csv_parse_error', 'Failed to parse CSV file', [ 'status' => 500 ] ); } // Skip the header row for unique value extraction @@ -698,8 +705,8 @@ public function get_column_data( WP_REST_Request $request ) { private function create_import_session( $post_type, $file_path, $csv_data ) { $user_id = get_current_user_id(); + // Store only metadata, not the entire CSV data $session_data = [ - 'csv_data' => $csv_data, 'headers' => $csv_data[0] ?? [], 'row_count' => count( $csv_data ) - 1, 'file_path' => $file_path, @@ -727,7 +734,7 @@ private function create_import_session( $post_type, $file_path, $csv_data ) { /** * Get import session */ - private function get_import_session( $session_id ) { + private function get_import_session( $session_id, $load_csv_data = true ) { global $wpdb; $user_id = get_current_user_id(); @@ -749,6 +756,14 @@ private function get_import_session( $session_id ) { $payload = maybe_unserialize( $session['payload'] ) ?: []; $session = array_merge( $session, $payload ); + // Load CSV data from file if requested and file exists + if ( $load_csv_data && !empty( $session['file_path'] ) && file_exists( $session['file_path'] ) ) { + $csv_data = DT_CSV_Import_Utilities::parse_csv_file( $session['file_path'] ); + if ( !is_wp_error( $csv_data ) ) { + $session['csv_data'] = $csv_data; + } + } + return $session; } @@ -820,8 +835,8 @@ private function delete_import_session( $session_id ) { $user_id = get_current_user_id(); - // Get session to clean up file - $session = $this->get_import_session( $session_id ); + // Get session to clean up file - don't load CSV data, just need file path + $session = $this->get_import_session( $session_id, false ); if ( !is_wp_error( $session ) && !empty( $session['file_path'] ) ) { if ( file_exists( $session['file_path'] ) ) { unlink( $session['file_path'] ); diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php index 47c8c90f4..f32b1d31d 100644 --- a/dt-import/includes/dt-import-utilities.php +++ b/dt-import/includes/dt-import-utilities.php @@ -24,7 +24,7 @@ public static function parse_csv_file( $file_path, $delimiter = ',' ) { return new WP_Error( 'file_read_error', __( 'Unable to read CSV file.', 'disciple_tools' ) ); } - while ( ( $row = fgetcsv( $handle, 0, $delimiter ) ) !== false ) { + while ( ( $row = fgetcsv( $handle, 0, $delimiter, '"', '\\' ) ) !== false ) { $data[] = $row; } From 4483fe773d45ae2823923eefb56f54631b2238fd Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 07:22:34 +0100 Subject: [PATCH 36/50] Spinner on importing notification --- dt-import/assets/css/dt-import.css | 14 +++++++------- dt-import/assets/js/dt-import.js | 13 ++++++++++--- 2 files changed, 17 insertions(+), 10 deletions(-) diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 64cfa4ef2..3a0007ace 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -614,17 +614,17 @@ box-shadow: 0 4px 12px rgba(0, 0, 0, 0.1); } -.processing-message .spinner { - width: 40px; - height: 40px; +.processing-message .dt-spinner { + width: 32px; + height: 32px; margin: 0 auto 20px auto; - border: 4px solid #f3f3f3; - border-top: 4px solid #0073aa; + border: 3px solid #e1e1e1; + border-top: 3px solid #0073aa; border-radius: 50%; - animation: spin 1s linear infinite; + animation: dt-spin 1s linear infinite; } -@keyframes spin { +@keyframes dt-spin { 0% { transform: rotate(0deg); } 100% { transform: rotate(360deg); } } diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index d76bb2ef9..a1f8b7ce4 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1470,8 +1470,15 @@ } updateProgress(progress, status) { - $('.processing-message').text(`Importing records... ${progress}%`); - // You could add a progress bar here + const $processingMessage = $('.processing-message p'); + + if (progress > 0) { + // Show percentage once progress is above 0% + $processingMessage.text(`Importing records... ${progress}%`); + } else { + // Show just "Importing Records" when starting (0%) + $processingMessage.text('Importing Records'); + } } showImportResults(results) { @@ -1632,7 +1639,7 @@ $('.dt-import-container').append(`
    - +

    ${message}

    From e15a10808750ca5f13c5a080df345a7c0aa61903 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 07:23:46 +0100 Subject: [PATCH 37/50] Fix handling large files. --- dt-import/admin/dt-import-processor.php | 12 +++++++++++- dt-import/admin/rest-endpoints.php | 26 +++++++++++++++++-------- 2 files changed, 29 insertions(+), 9 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 3324a2a7d..059fee68e 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -914,11 +914,21 @@ public static function execute_import( $session_id ) { } $payload = maybe_unserialize( $session['payload'] ) ?: []; - $csv_data = $payload['csv_data'] ?? []; $field_mappings = $payload['field_mappings'] ?? []; $import_options = $payload['import_options'] ?? []; $post_type = $session['post_type']; + // Load CSV data from file (no longer stored in payload) + $file_path = $payload['file_path'] ?? ''; + if ( empty( $file_path ) || !file_exists( $file_path ) ) { + return new WP_Error( 'csv_file_not_found', 'CSV file not found' ); + } + + $csv_data = DT_CSV_Import_Utilities::parse_csv_file( $file_path ); + if ( is_wp_error( $csv_data ) ) { + return new WP_Error( 'csv_parse_error', 'Failed to parse CSV file: ' . $csv_data->get_error_message() ); + } + $headers = array_shift( $csv_data ); $imported_count = 0; $error_count = 0; diff --git a/dt-import/admin/rest-endpoints.php b/dt-import/admin/rest-endpoints.php index 78290540d..a82ee626e 100644 --- a/dt-import/admin/rest-endpoints.php +++ b/dt-import/admin/rest-endpoints.php @@ -392,7 +392,7 @@ public function save_mapping( WP_REST_Request $request ) { $do_not_import_columns = $body_params['do_not_import_columns'] ?? []; $import_options = $body_params['import_options'] ?? []; - $session = $this->get_import_session( $session_id ); + $session = $this->get_import_session( $session_id, false ); // Don't load CSV data, just need metadata if ( is_wp_error( $session ) ) { return $session; } @@ -466,7 +466,7 @@ public function execute_import( WP_REST_Request $request ) { $url_params = $request->get_url_params(); $session_id = intval( $url_params['session_id'] ); - $session = $this->get_import_session( $session_id ); + $session = $this->get_import_session( $session_id, false ); // Don't load CSV data, just need metadata if ( is_wp_error( $session ) ) { return $session; } @@ -775,8 +775,8 @@ private function update_import_session( $session_id, $data ) { $user_id = get_current_user_id(); - // Get current session data - $current_session = $this->get_import_session( $session_id ); + // Get current session data - don't load CSV data since we don't need it for updates + $current_session = $this->get_import_session( $session_id, false ); if ( is_wp_error( $current_session ) ) { return $current_session; } @@ -913,7 +913,7 @@ private function can_start_import_now( $session_id ) { } // Check if import is already running - $session = $this->get_import_session( $session_id ); + $session = $this->get_import_session( $session_id, false ); // Don't load CSV data, just need metadata if ( is_wp_error( $session ) ) { return [ 'allowed' => false, @@ -964,17 +964,27 @@ private function should_use_chunked_processing( $session_id ) { * Process a chunk of import records */ private function process_import_chunk( $session_id, $start_row, $chunk_size ) { - $session = $this->get_import_session( $session_id ); + $session = $this->get_import_session( $session_id, false ); // Don't auto-load CSV data if ( is_wp_error( $session ) ) { return false; } $payload = maybe_unserialize( $session['payload'] ) ?: []; - $csv_data = $payload['csv_data'] ?? []; $field_mappings = $payload['field_mappings'] ?? []; $post_type = $session['post_type']; - if ( empty( $csv_data ) || empty( $field_mappings ) ) { + // Load CSV data from file (no longer stored in payload) + $file_path = $payload['file_path'] ?? ''; + if ( empty( $file_path ) || !file_exists( $file_path ) ) { + return false; + } + + $csv_data = DT_CSV_Import_Utilities::parse_csv_file( $file_path ); + if ( is_wp_error( $csv_data ) ) { + return false; + } + + if ( empty( $field_mappings ) ) { return false; } From 1aeca9382c3c0c4cded0e03b096269c5e99bfd8c Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 07:36:41 +0100 Subject: [PATCH 38/50] Location field types should only accept grid ids --- dt-import/admin/dt-import-processor.php | 33 +++++-------------------- 1 file changed, 6 insertions(+), 27 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 059fee68e..1fdb6187c 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -306,7 +306,7 @@ public static function process_field_value( $raw_value, $field_key, $mapping, $p break; case 'location': - $result = self::process_location_value( $raw_value ); + $result = self::process_location_value( $raw_value, $preview_mode ); break; case 'location_grid': @@ -567,36 +567,15 @@ private static function process_user_select_value( $raw_value ) { /** * Process location field value */ - private static function process_location_value( $raw_value ) { + private static function process_location_value( $raw_value, $preview_mode = false ) { $raw_value = trim( $raw_value ); - // Check if it's a grid ID - if ( is_numeric( $raw_value ) ) { - // Validate grid ID exists - global $wpdb; - $grid_exists = $wpdb->get_var($wpdb->prepare( - "SELECT grid_id FROM $wpdb->dt_location_grid WHERE grid_id = %d", - intval( $raw_value ) - )); - - if ( $grid_exists ) { - return intval( $raw_value ); - } + // Location field only accepts grid IDs (numeric values) + if ( !is_numeric( $raw_value ) ) { + throw new Exception( "Location field requires a numeric grid ID, got: {$raw_value}" ); } - // Check if it's lat,lng coordinates - if ( preg_match( '/^-?\d+\.?\d*,-?\d+\.?\d*$/', $raw_value ) ) { - list($lat, $lng) = explode( ',', $raw_value ); - return [ - 'lat' => floatval( $lat ), - 'lng' => floatval( $lng ) - ]; - } - - // Treat as address - return as-is for geocoding later - return [ - 'address' => $raw_value - ]; + return intval( $raw_value ); } /** From 1a39687db7039ae785f32388aa941daac0e01ef6 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 14:43:41 +0100 Subject: [PATCH 39/50] Add file path validation and security checks in CSV import utilities --- dt-import/includes/dt-import-utilities.php | 49 +++++++++++++++++++++- 1 file changed, 48 insertions(+), 1 deletion(-) diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php index f32b1d31d..04fe9d750 100644 --- a/dt-import/includes/dt-import-utilities.php +++ b/dt-import/includes/dt-import-utilities.php @@ -13,6 +13,11 @@ class DT_CSV_Import_Utilities { * Parse CSV file and return data array */ public static function parse_csv_file( $file_path, $delimiter = ',' ) { + // Validate file path for security + if ( !self::validate_file_path( $file_path ) ) { + return new WP_Error( 'invalid_file_path', __( 'Invalid file path.', 'disciple_tools' ) ); + } + if ( !file_exists( $file_path ) ) { return new WP_Error( 'file_not_found', __( 'CSV file not found.', 'disciple_tools' ) ); } @@ -116,6 +121,14 @@ public static function save_uploaded_file( $file_data ) { $filename = 'import_' . uniqid() . '_' . sanitize_file_name( $file_data['name'] ); $filepath = $temp_dir . $filename; + // Path traversal protection - ensure file stays within temp directory + $real_temp_dir = realpath( $temp_dir ); + $real_filepath = realpath( dirname( $filepath ) ) . '/' . basename( $filepath ); + + if ( $real_temp_dir === false || strpos( $real_filepath, $real_temp_dir ) !== 0 ) { + return new WP_Error( 'invalid_path', 'Invalid file path detected' ); + } + // Move uploaded file if ( move_uploaded_file( $file_data['tmp_name'], $filepath ) ) { return $filepath; @@ -213,7 +226,8 @@ public static function cleanup_old_files( $hours = 24 ) { $cutoff_time = time() - ( $hours * 3600 ); foreach ( $files as $file ) { - if ( is_file( $file ) && filemtime( $file ) < $cutoff_time ) { + // Additional security: validate each file path before deletion + if ( is_file( $file ) && self::validate_file_path( $file ) && filemtime( $file ) < $cutoff_time ) { unlink( $file ); } } @@ -311,6 +325,39 @@ public static function split_multi_value( $value, $separator = ';' ) { return array_map( 'trim', $values ); } + /** + * Validate that a file path is within the allowed temp directory + */ + public static function validate_file_path( $file_path ) { + if ( empty( $file_path ) ) { + return false; + } + + $upload_dir = wp_upload_dir(); + $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + $real_temp_dir = realpath( $temp_dir ); + + // If temp directory doesn't exist, it's invalid + if ( $real_temp_dir === false ) { + return false; + } + + // Get the real path of the file + $real_file_path = realpath( $file_path ); + + // If file doesn't exist yet or path is invalid, check the parent directory + if ( $real_file_path === false ) { + $parent_dir = realpath( dirname( $file_path ) ); + if ( $parent_dir === false ) { + return false; + } + $real_file_path = $parent_dir . '/' . basename( $file_path ); + } + + // Ensure the file path is within the temp directory + return strpos( $real_file_path, $real_temp_dir ) === 0; + } + /** * Log import activity */ From 2e5deba97ee3e87674156a385ae0c6f253d7bf0a Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 14:44:27 +0100 Subject: [PATCH 40/50] lower sampling threshold --- dt-import/admin/dt-import-processor.php | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 1fdb6187c..f0400e309 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -20,7 +20,7 @@ public static function generate_preview( $csv_data, $field_mappings, $post_type, // For large datasets (>1000 rows), use sampling to estimate counts // For smaller datasets, analyze all rows for accurate counts $total_rows = count( $csv_data ); - $use_sampling = $total_rows > 1000; + $use_sampling = $total_rows > 500; $total_processable_count = 0; $total_error_count = 0; From b4e2dbf43c294443cb3ac4605d30ed094e904432 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 14:45:45 +0100 Subject: [PATCH 41/50] Implement transient lock for cleanup process to prevent concurrent executions --- dt-import/dt-import.php | 79 +++++++++++++++++++++++------------------ 1 file changed, 45 insertions(+), 34 deletions(-) diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php index 8311cd52e..bb94fbfc2 100644 --- a/dt-import/dt-import.php +++ b/dt-import/dt-import.php @@ -82,46 +82,57 @@ public function deactivate() { } private function cleanup_temp_files() { - $upload_dir = wp_upload_dir(); - $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; - - if ( file_exists( $dt_import_dir ) ) { - $files = glob( $dt_import_dir . '*' ); - foreach ( $files as $file ) { - if ( is_file( $file ) ) { - unlink( $file ); + // Prevent concurrent cleanup processes + if ( get_transient( 'dt_import_cleanup_running' ) ) { + return; + } + set_transient( 'dt_import_cleanup_running', 1, 300 ); // 5 minutes lock + + try { + $upload_dir = wp_upload_dir(); + $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if ( file_exists( $dt_import_dir ) ) { + $files = glob( $dt_import_dir . '*' ); + foreach ( $files as $file ) { + if ( is_file( $file ) ) { + unlink( $file ); + } } } - } - // Clean up old import sessions (older than 24 hours) from dt_reports table - global $wpdb; - - // Get old import sessions to clean up their files - $old_sessions = $wpdb->get_results($wpdb->prepare( - "SELECT payload FROM $wpdb->dt_reports - WHERE type = 'import_session' - AND timestamp < %d", - strtotime( '-24 hours' ) - ), ARRAY_A); - - // Clean up associated files - foreach ( $old_sessions as $session ) { - if ( !empty( $session['payload'] ) ) { - $payload = maybe_unserialize( $session['payload'] ); - if ( isset( $payload['file_path'] ) && file_exists( $payload['file_path'] ) ) { - unlink( $payload['file_path'] ); + // Clean up old import sessions (older than 24 hours) from dt_reports table + global $wpdb; + + // Get old import sessions to clean up their files + $old_sessions = $wpdb->get_results($wpdb->prepare( + "SELECT payload FROM $wpdb->dt_reports + WHERE type = 'import_session' + AND timestamp < %d", + strtotime( '-24 hours' ) + ), ARRAY_A); + + // Clean up associated files + foreach ( $old_sessions as $session ) { + if ( !empty( $session['payload'] ) ) { + $payload = maybe_unserialize( $session['payload'] ); + if ( isset( $payload['file_path'] ) && file_exists( $payload['file_path'] ) ) { + unlink( $payload['file_path'] ); + } } } - } - // Delete old import session records - $wpdb->query($wpdb->prepare( - "DELETE FROM $wpdb->dt_reports - WHERE type = 'import_session' - AND timestamp < %d", - strtotime( '-24 hours' ) - )); + // Delete old import session records + $wpdb->query($wpdb->prepare( + "DELETE FROM $wpdb->dt_reports + WHERE type = 'import_session' + AND timestamp < %d", + strtotime( '-24 hours' ) + )); + } finally { + // Always release the lock, even if an error occurs + delete_transient( 'dt_import_cleanup_running' ); + } } } From 350556063a7f8d17badcfac7de56c3f7b6017c3f Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 14:47:07 +0100 Subject: [PATCH 42/50] Enhance cleanup_old_files method with transient lock to prevent concurrent executions and ensure proper resource management --- dt-import/includes/dt-import-utilities.php | 32 +++++++++++++++------- 1 file changed, 22 insertions(+), 10 deletions(-) diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php index 04fe9d750..fa0169d66 100644 --- a/dt-import/includes/dt-import-utilities.php +++ b/dt-import/includes/dt-import-utilities.php @@ -215,21 +215,33 @@ public static function create_custom_field( $post_type, $field_key, $field_confi * Clean old temporary files */ public static function cleanup_old_files( $hours = 24 ) { - $upload_dir = wp_upload_dir(); - $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; - - if ( !file_exists( $temp_dir ) ) { + // Prevent concurrent cleanup processes + $lock_key = 'dt_import_cleanup_old_files_running'; + if ( get_transient( $lock_key ) ) { return; } + set_transient( $lock_key, 1, 300 ); // 5 minutes lock + + try { + $upload_dir = wp_upload_dir(); + $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + + if ( !file_exists( $temp_dir ) ) { + return; + } - $files = glob( $temp_dir . '*' ); - $cutoff_time = time() - ( $hours * 3600 ); + $files = glob( $temp_dir . '*' ); + $cutoff_time = time() - ( $hours * 3600 ); - foreach ( $files as $file ) { - // Additional security: validate each file path before deletion - if ( is_file( $file ) && self::validate_file_path( $file ) && filemtime( $file ) < $cutoff_time ) { - unlink( $file ); + foreach ( $files as $file ) { + // Additional security: validate each file path before deletion + if ( is_file( $file ) && self::validate_file_path( $file ) && filemtime( $file ) < $cutoff_time ) { + unlink( $file ); + } } + } finally { + // Always release the lock, even if an error occurs + delete_transient( $lock_key ); } } From 88d6750e2b907a2f7344ca4eba8956fa345fe2c7 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 14:55:28 +0100 Subject: [PATCH 43/50] Enhance location value processing to support latitude/longitude and DMS coordinates, improving validation and error handling --- dt-import/admin/dt-import-processor.php | 35 +++++++++++++++++++--- dt-import/includes/dt-import-geocoding.php | 2 +- 2 files changed, 32 insertions(+), 5 deletions(-) diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index f0400e309..054b53141 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -570,12 +570,39 @@ private static function process_user_select_value( $raw_value ) { private static function process_location_value( $raw_value, $preview_mode = false ) { $raw_value = trim( $raw_value ); - // Location field only accepts grid IDs (numeric values) - if ( !is_numeric( $raw_value ) ) { - throw new Exception( "Location field requires a numeric grid ID, got: {$raw_value}" ); + // Check if it's a grid ID (single numeric value) + if ( is_numeric( $raw_value ) ) { + return intval( $raw_value ); + } + + // Check if it's lat,lng coordinates (decimal degrees) + if ( preg_match( '/^-?\d+\.?\d*\s*,\s*-?\d+\.?\d*$/', $raw_value ) ) { + list($lat, $lng) = array_map( 'trim', explode( ',', $raw_value ) ); + + // Validate coordinate ranges + $lat = floatval( $lat ); + $lng = floatval( $lng ); + if ( $lat < -90 || $lat > 90 || $lng < -180 || $lng > 180 ) { + throw new Exception( "Invalid coordinates: {$raw_value}. Latitude must be between -90 and 90, longitude between -180 and 180" ); + } + + return [ + 'lat' => $lat, + 'lng' => $lng + ]; + } + + // Check if it's DMS (degrees, minutes, seconds) coordinates + $dms_coords = DT_CSV_Import_Geocoding::parse_dms_coordinates( $raw_value ); + if ( $dms_coords !== null ) { + return [ + 'lat' => $dms_coords['lat'], + 'lng' => $dms_coords['lng'] + ]; } - return intval( $raw_value ); + // If none of the above formats match, throw an error + throw new Exception( "Location field requires numeric values (grid ID, decimal coordinates, or DMS coordinates), got: {$raw_value}" ); } /** diff --git a/dt-import/includes/dt-import-geocoding.php b/dt-import/includes/dt-import-geocoding.php index d867085ae..4ee88b448 100644 --- a/dt-import/includes/dt-import-geocoding.php +++ b/dt-import/includes/dt-import-geocoding.php @@ -281,7 +281,7 @@ private static function process_single_location_for_dt( $value, $geocode_service * Parse DMS (Degrees, Minutes, Seconds) coordinates to decimal degrees * Supports formats like: 35°50′40.9″N, 103°27′7.5″E */ - private static function parse_dms_coordinates( $value ) { + public static function parse_dms_coordinates( $value ) { // Pattern to match DMS coordinates // Supports various symbols: ° ' " or d m s or deg min sec // Supports both N/S/E/W notation From be391f0c997605dff6674c9dc060ae98dd45cef5 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 15:21:00 +0100 Subject: [PATCH 44/50] Update documentation for location fields. --- dt-import/CSV_IMPORT_DOCUMENTATION.md | 30 ++++++++++++++++--------- dt-import/admin/documentation-modal.php | 21 ++++++++++++----- 2 files changed, 35 insertions(+), 16 deletions(-) diff --git a/dt-import/CSV_IMPORT_DOCUMENTATION.md b/dt-import/CSV_IMPORT_DOCUMENTATION.md index 6f6b2a20c..a63458bb1 100644 --- a/dt-import/CSV_IMPORT_DOCUMENTATION.md +++ b/dt-import/CSV_IMPORT_DOCUMENTATION.md @@ -374,13 +374,16 @@ The CSV import tool supports 14 different field types. Each field type has speci **Field Type**: `location` -**Description**: Geographic location information +**Description**: Geographic location information using coordinates or grid IDs only **Accepted Values**: -- **Address strings**: `"123 Main St, Springfield, IL"` +- **Grid ID**: `100364199` (numeric location grid ID) - **Decimal coordinates**: `"40.7128,-74.0060"` (latitude,longitude) - **DMS coordinates**: `"35°50′40.9″N, 103°27′7.5″E"` (degrees, minutes, seconds) -- **Location names**: `"Springfield, Illinois"` + +**Multiple Locations**: Separate multiple values with semicolons (`;`) + +**Note**: Location fields do NOT accept address strings. For addresses, use `location_meta` fields instead. **Coordinate Formats**: @@ -402,11 +405,12 @@ The CSV import tool supports 14 different field types. Each field type has speci | Location | |----------| -| 123 Main Street, Springfield, IL 62701 | -| Downtown Community Center | +| 100364199 | | 40.7589, -73.9851 | | 35°50′40.9″N, 103°27′7.5″E | -| First Baptist Church | +| 100089589 | +| 100364199;100089589 | +| 40.7589, -73.9851;35°50′40.9″N, 103°27′7.5″E | --- @@ -432,13 +436,14 @@ The CSV import tool supports 14 different field types. Each field type has speci **Field Type**: `location_meta` -**Description**: Enhanced location with geocoding support +**Description**: Enhanced location with geocoding support and address processing **Accepted Values**: -- **Grid ID**: `100364199` -- **Decimal coordinates**: `"40.7128,-74.0060"` -- **DMS coordinates**: `"35°50′40.9″N, 103°27′7.5″E"` -- **Address**: `"123 Main St, Springfield, IL"` +- **Grid ID**: `100364199` (numeric location grid ID) +- **Decimal coordinates**: `"40.7128,-74.0060"` (latitude,longitude) +- **DMS coordinates**: `"35°50′40.9″N, 103°27′7.5″E"` (degrees, minutes, seconds) +- **Address strings**: `"123 Main St, Springfield, IL"` (requires geocoding service) +- **Location names**: `"Springfield, Illinois"` (requires geocoding service) - **Multiple locations**: `"Paris, France; Berlin, Germany"` (semicolon-separated) **Coordinate Formats**: @@ -464,9 +469,12 @@ The CSV import tool supports 14 different field types. Each field type has speci | 100364199 | | 40.7589, -73.9851 | | 35°50′40.9″N, 103°27′7.5″E | +| 123 Main Street, Springfield, IL 62701 | | Times Square, New York, NY | | Paris, France; Berlin, Germany | | Central Park, Manhattan | +| 100364199;40.7589, -73.9851 | +| 123 Main St, Springfield; Times Square, NYC | --- diff --git a/dt-import/admin/documentation-modal.php b/dt-import/admin/documentation-modal.php index 5b75244d5..432e78f22 100644 --- a/dt-import/admin/documentation-modal.php +++ b/dt-import/admin/documentation-modal.php @@ -138,14 +138,25 @@
    -

    -

    +

    +

    - 123 Main St, Springfield, IL
    + 100364199
    40.7128,-74.0060
    35°50′40.9″N, 103°27′7.5″E
    - Paris, France; Berlin, Germany
    - 100364199 + 100364199;40.7128,-74.0060 +
    +
    + +
    +

    +

    +
    + 100364199
    + 40.7128,-74.0060
    + 123 Main St, Springfield, IL
    + Paris, France; Berlin, Germany
    + 100364199;Times Square, NYC
    From f917621e6726888186f77c12966705a084100a84 Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 17:00:20 +0100 Subject: [PATCH 45/50] remove unused function --- dt-import/admin/dt-import-admin-tab.php | 26 ------------------------- 1 file changed, 26 deletions(-) diff --git a/dt-import/admin/dt-import-admin-tab.php b/dt-import/admin/dt-import-admin-tab.php index 604436cdc..40fde1089 100644 --- a/dt-import/admin/dt-import-admin-tab.php +++ b/dt-import/admin/dt-import-admin-tab.php @@ -417,30 +417,4 @@ private function display_import_interface() { $field_config ) { - $field_group = 'other'; // default group - - // Categorize fields - if ( in_array( $field_key, [ 'name', 'title', 'overall_status', 'assigned_to' ] ) ) { - $field_group = 'core'; - } elseif ( strpos( $field_key, 'contact_' ) === 0 || $field_config['type'] === 'communication_channel' ) { - $field_group = 'communication'; - } - - if ( $field_group === $group ) { - $grouped_fields[$field_key] = $field_config; - } - } - - return $grouped_fields; - } } From 0c3499942ab9594b56f974aeb14a3b51e7888cdc Mon Sep 17 00:00:00 2001 From: corsac Date: Tue, 10 Jun 2025 17:00:30 +0100 Subject: [PATCH 46/50] Restrict user search to single result when matching by display name in CSV import mapping --- dt-import/admin/dt-import-mapping.php | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/dt-import/admin/dt-import-mapping.php b/dt-import/admin/dt-import-mapping.php index 4f818824f..225ecf292 100644 --- a/dt-import/admin/dt-import-mapping.php +++ b/dt-import/admin/dt-import-mapping.php @@ -632,7 +632,7 @@ public static function validate_user_values( $csv_values ) { // Try to find by display name if ( !$user ) { $users = get_users( [ 'search' => $csv_value, 'search_columns' => [ 'display_name' ] ] ); - if ( !empty( $users ) ) { + if ( !empty( $users ) && count( $users ) === 1 ) { $user = $users[0]; } } From 739847cc2e369fc8bbf7d1c176da323d299448a6 Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 11 Jun 2025 09:01:45 +0100 Subject: [PATCH 47/50] Name field is required. Don't use uploads folder for storing CSVs --- dt-import/admin/dt-import-mapping.php | 63 +++++++++ dt-import/admin/dt-import-processor.php | 14 +- dt-import/assets/css/dt-import.css | 34 +++++ dt-import/assets/js/dt-import.js | 142 +++++++++++++++++++-- dt-import/dt-import.php | 13 +- dt-import/includes/dt-import-utilities.php | 12 +- 6 files changed, 242 insertions(+), 36 deletions(-) diff --git a/dt-import/admin/dt-import-mapping.php b/dt-import/admin/dt-import-mapping.php index 225ecf292..635fc7487 100644 --- a/dt-import/admin/dt-import-mapping.php +++ b/dt-import/admin/dt-import-mapping.php @@ -91,6 +91,7 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { $post_settings = DT_Posts::get_post_settings( $post_type ); $mapping_suggestions = []; + $name_field_mapped = false; foreach ( $headers as $index => $column_name ) { $suggestion = self::suggest_field_mapping( $column_name, $field_settings, $post_settings, $post_type ); @@ -101,6 +102,11 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { $suggestion = null; } + // Check if this mapping suggests the name field + if ( $suggestion === 'name' ) { + $name_field_mapped = true; + } + $mapping_suggestions[$index] = [ 'column_name' => $column_name, 'suggested_field' => $suggestion, @@ -109,9 +115,53 @@ public static function analyze_csv_columns( $csv_data, $post_type ) { ]; } + // If no column was automatically mapped to the name field, try to find the best candidate + if ( !$name_field_mapped ) { + $name_column_index = self::find_best_name_column( $headers ); + if ( $name_column_index !== null ) { + // Update the suggested mapping for the best name column + $mapping_suggestions[$name_column_index]['suggested_field'] = 'name'; + $mapping_suggestions[$name_column_index]['has_match'] = true; + $name_field_mapped = true; + } + } + + // Add metadata about whether name field was mapped + $mapping_suggestions['_meta'] = [ + 'name_field_mapped' => $name_field_mapped, + 'post_type' => $post_type + ]; + return $mapping_suggestions; } + /** + * Find the best column to map to the name field + */ + private static function find_best_name_column( $headers ) { + // Look for columns that are likely to contain name data + $name_patterns = [ 'name', 'title', 'full_name', 'fullname', 'contact_name', 'person_name', 'display_name' ]; + + foreach ( $headers as $index => $column_name ) { + $normalized = self::normalize_string_for_matching( $column_name ); + foreach ( $name_patterns as $pattern ) { + if ( $normalized === self::normalize_string_for_matching( $pattern ) ) { + return $index; + } + } + } + + // If no obvious name column found, look for partial matches + foreach ( $headers as $index => $column_name ) { + $normalized = self::normalize_string_for_matching( $column_name ); + if ( strpos( $normalized, 'name' ) !== false || strpos( $normalized, 'title' ) !== false ) { + return $index; + } + } + + return null; // No suitable column found + } + /** * Enhanced field mapping suggestion using the plugin's comprehensive approach */ @@ -426,6 +476,19 @@ public static function validate_mapping( $mapping_data, $post_type ) { $errors = []; $field_settings = DT_Posts::get_post_field_settings( $post_type ); + // First, check if name field is mapped - this is always required + $name_field_mapped = false; + foreach ( $mapping_data as $column_index => $mapping ) { + if ( !empty( $mapping['field_key'] ) && $mapping['field_key'] === 'name' ) { + $name_field_mapped = true; + break; + } + } + + if ( !$name_field_mapped ) { + $errors[] = __( 'The name field is required and must be mapped to a CSV column before proceeding with the import.', 'disciple_tools' ); + } + foreach ( $mapping_data as $column_index => $mapping ) { if ( empty( $mapping['field_key'] ) || $mapping['field_key'] === 'skip' ) { continue; diff --git a/dt-import/admin/dt-import-processor.php b/dt-import/admin/dt-import-processor.php index 054b53141..bdf01b995 100644 --- a/dt-import/admin/dt-import-processor.php +++ b/dt-import/admin/dt-import-processor.php @@ -512,17 +512,7 @@ private static function create_connection_record( $post_type, $name ) { } elseif ( isset( $field_settings['name'] ) ) { $post_data['name'] = $name; } else { - // Fallback - use the first text field or 'title' - foreach ( $field_settings as $field_key => $field_config ) { - if ( $field_config['type'] === 'text' ) { - $post_data[$field_key] = $name; - break; - } - } - - if ( empty( $post_data ) ) { - $post_data['title'] = $name; // Final fallback - } + throw new Exception( "No title field found for post type: {$post_type}" ); } // Create the post @@ -924,7 +914,7 @@ public static function execute_import( $session_id ) { $import_options = $payload['import_options'] ?? []; $post_type = $session['post_type']; - // Load CSV data from file (no longer stored in payload) + // Load CSV data from file $file_path = $payload['file_path'] ?? ''; if ( empty( $file_path ) || !file_exists( $file_path ) ) { return new WP_Error( 'csv_file_not_found', 'CSV file not found' ); diff --git a/dt-import/assets/css/dt-import.css b/dt-import/assets/css/dt-import.css index 3a0007ace..e7053bb83 100644 --- a/dt-import/assets/css/dt-import.css +++ b/dt-import/assets/css/dt-import.css @@ -1948,4 +1948,38 @@ body.modal-open { .field-help-content li { font-size: 12px; } +} + + + +/* Name Field Warning Banner */ +.name-field-warning { + margin-bottom: 20px; +} + +.name-field-warning .notice { + border-left: 4px solid #d63638; + background: #fef7f7; + padding: 12px; + margin: 0; + border-radius: 3px; +} + +.name-field-warning .notice p { + margin: 0; + color: #d63638; +} + +.name-field-warning .notice p:first-child { + font-weight: 600; + margin-bottom: 5px; +} + +.name-field-warning .notice p:last-child { + font-weight: normal; + font-size: 14px; +} + +.name-field-warning .mdi { + margin-right: 5px; } \ No newline at end of file diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index a1f8b7ce4..a53128e57 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -474,6 +474,10 @@ this.currentStep = 3; this.updateStepIndicator(); + // Extract metadata and remove it from suggestions + const meta = mappingSuggestions['_meta'] || {}; + delete mappingSuggestions['_meta']; + const columnsHtml = Object.entries(mappingSuggestions) .map(([index, mapping]) => { return this.createColumnMappingCard(index, mapping); @@ -485,6 +489,13 @@

    ${dtImport.translations.mapFields}

    Map each CSV column to the appropriate field in Disciple.Tools.

    + +
    ${columnsHtml} @@ -570,8 +581,9 @@ // Note: We don't modify doNotImportColumns here since we're just restoring the UI }); - // Update the summary after mappings are restored + // Update the summary and name field warning after mappings are restored this.updateMappingSummary(); + this.updateNameFieldWarning(); }, 100); this.updateNavigation(); @@ -642,7 +654,7 @@ getFieldOptions(suggestedField) { const fieldSettings = this.getFieldSettingsForPostType(); - // Filter to ensure we have valid field configurations (removed hidden field filter) + // Filter to ensure we have valid field configurations const validFields = Object.entries(fieldSettings).filter( ([fieldKey, fieldConfig]) => { return fieldConfig && fieldConfig.name && fieldConfig.type; @@ -654,8 +666,10 @@ const selected = fieldKey === suggestedField ? 'selected' : ''; const fieldName = this.escapeHtml(fieldConfig.name); const fieldType = this.escapeHtml(fieldConfig.type); + const isNameField = fieldKey === 'name'; + const nameIndicator = isNameField ? ' (Required)' : ''; return ``; }) .join(''); @@ -671,6 +685,65 @@ return; } + // Check if we're trying to unmap the name field + const previousMapping = this.fieldMappings[columnIndex]; + if ( + previousMapping && + previousMapping.field_key === 'name' && + (!fieldKey || fieldKey === '') + ) { + // Check if there's another column mapped to name + const otherNameMapping = Object.entries(this.fieldMappings).find( + ([idx, mapping]) => + idx != columnIndex && mapping.field_key === 'name', + ); + + if (!otherNameMapping) { + // Don't allow unmapping the last name field + this.showError( + 'The name field is required and cannot be unmapped. Please map another column to the name field first.', + ); + $select.val(previousMapping.field_key); // Restore previous selection + return; + } + } + + // Check if we're trying to map to a field that's already mapped (especially name field) + if (fieldKey && fieldKey !== '') { + const existingMapping = Object.entries(this.fieldMappings).find( + ([idx, mapping]) => + idx != columnIndex && mapping.field_key === fieldKey, + ); + + if (existingMapping) { + if (fieldKey === 'name') { + // For name field, warn and ask if they want to replace + const confirmReplace = confirm( + `The name field is already mapped to column "${existingMapping[0]}". Do you want to replace it with this column?`, + ); + + if (!confirmReplace) { + $select.val(previousMapping ? previousMapping.field_key : ''); + return; + } else { + // Remove the existing mapping + delete this.fieldMappings[existingMapping[0]]; + // Update the UI for the previously mapped column + $( + `.field-mapping-select[data-column-index="${existingMapping[0]}"]`, + ).val(''); + } + } else { + // For other fields, just warn and prevent duplicate mapping + this.showError( + `The ${fieldKey} field is already mapped to another column. Please choose a different field.`, + ); + $select.val(previousMapping ? previousMapping.field_key : ''); + return; + } + } + } + // Store mapping - properly handle empty values for "do not import" if (fieldKey && fieldKey !== '') { this.fieldMappings[columnIndex] = { @@ -689,6 +762,7 @@ // Show field-specific options if needed this.showFieldSpecificOptions(columnIndex, fieldKey); this.updateMappingSummary(); + this.updateNameFieldWarning(); } showFieldSpecificOptions(columnIndex, fieldKey) { @@ -1067,11 +1141,24 @@ // Step 4: Preview & Import saveFieldMappings() { + // Check if at least one field is mapped if (Object.keys(this.fieldMappings).length === 0) { this.showError('Please map at least one field before proceeding.'); return; } + // Check if name field is mapped (critical requirement) + const nameFieldMapped = Object.values(this.fieldMappings).some( + (mapping) => mapping.field_key === 'name', + ); + + if (!nameFieldMapped) { + this.showError( + 'The name field is required and must be mapped to a CSV column before proceeding with the import.', + ); + return; + } + // Ensure all inline value mappings are up to date before saving Object.entries(this.fieldMappings).forEach(([columnIndex, mapping]) => { const fieldSettings = this.getFieldSettingsForPostType(); @@ -1616,8 +1703,14 @@ return !!this.selectedPostType; case 2: return !!this.csvData; - case 3: - return Object.keys(this.fieldMappings).length > 0; + case 3: { + // Check if at least one field is mapped AND the name field is mapped + const hasFieldMappings = Object.keys(this.fieldMappings).length > 0; + const nameFieldMapped = Object.values(this.fieldMappings).some( + (mapping) => mapping.field_key === 'name', + ); + return hasFieldMappings && nameFieldMapped; + } default: return true; } @@ -1627,12 +1720,30 @@ const mappedCount = Object.keys(this.fieldMappings).length; const totalColumns = $('.column-mapping-card').length; + // Check if name field is mapped + const nameFieldMapped = Object.values(this.fieldMappings).some( + (mapping) => mapping.field_key === 'name', + ); + $('.mapping-summary').show(); - $('.summary-stats').html(` -

    ${mappedCount} of ${totalColumns} columns mapped

    - `); - $('.dt-import-next').prop('disabled', mappedCount === 0); + if (!nameFieldMapped) { + $('.summary-stats').html(` +

    ${mappedCount} of ${totalColumns} columns mapped

    +

    ⚠ Name field is required and must be mapped

    + `); + } else { + $('.summary-stats').html(` +

    ${mappedCount} of ${totalColumns} columns mapped

    +

    ✓ Name field is mapped

    + `); + } + + // Disable next button if no mappings OR name field is not mapped + $('.dt-import-next').prop( + 'disabled', + mappedCount === 0 || !nameFieldMapped, + ); } showProcessing(message) { @@ -2543,6 +2654,19 @@ } }, 50); } + + updateNameFieldWarning() { + // Check if name field is mapped + const nameFieldMapped = Object.values(this.fieldMappings).some( + (mapping) => mapping.field_key === 'name', + ); + + if (nameFieldMapped) { + $('.name-field-warning').hide(); + } else { + $('.name-field-warning').show(); + } + } } // Initialize when DOM is ready diff --git a/dt-import/dt-import.php b/dt-import/dt-import.php index bb94fbfc2..dcac9f103 100644 --- a/dt-import/dt-import.php +++ b/dt-import/dt-import.php @@ -63,16 +63,11 @@ private function init_admin() { } public function activate() { - // Create upload directory for temporary CSV files - $upload_dir = wp_upload_dir(); - $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + // Create secure temp directory outside web root + $dt_import_dir = get_temp_dir() . 'dt-import-temp/'; if ( !file_exists( $dt_import_dir ) ) { wp_mkdir_p( $dt_import_dir ); - - // Create .htaccess file to prevent direct access - $htaccess_content = "Order deny,allow\nDeny from all\n"; - file_put_contents( $dt_import_dir . '.htaccess', $htaccess_content ); } } @@ -89,8 +84,8 @@ private function cleanup_temp_files() { set_transient( 'dt_import_cleanup_running', 1, 300 ); // 5 minutes lock try { - $upload_dir = wp_upload_dir(); - $dt_import_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + // Use secure temp directory outside web root + $dt_import_dir = get_temp_dir() . 'dt-import-temp/'; if ( file_exists( $dt_import_dir ) ) { $files = glob( $dt_import_dir . '*' ); diff --git a/dt-import/includes/dt-import-utilities.php b/dt-import/includes/dt-import-utilities.php index fa0169d66..c472c812a 100644 --- a/dt-import/includes/dt-import-utilities.php +++ b/dt-import/includes/dt-import-utilities.php @@ -109,8 +109,8 @@ public static function normalize_string( $string ) { * Save uploaded file to temporary directory */ public static function save_uploaded_file( $file_data ) { - $upload_dir = wp_upload_dir(); - $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + // Use WordPress temp directory which is outside web root + $temp_dir = get_temp_dir() . 'dt-import-temp/'; // Ensure directory exists if ( !file_exists( $temp_dir ) ) { @@ -223,8 +223,8 @@ public static function cleanup_old_files( $hours = 24 ) { set_transient( $lock_key, 1, 300 ); // 5 minutes lock try { - $upload_dir = wp_upload_dir(); - $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + // Use WordPress temp directory which is outside web root + $temp_dir = get_temp_dir() . 'dt-import-temp/'; if ( !file_exists( $temp_dir ) ) { return; @@ -345,8 +345,8 @@ public static function validate_file_path( $file_path ) { return false; } - $upload_dir = wp_upload_dir(); - $temp_dir = $upload_dir['basedir'] . '/dt-import-temp/'; + // Use WordPress temp directory which is outside web root + $temp_dir = get_temp_dir() . 'dt-import-temp/'; $real_temp_dir = realpath( $temp_dir ); // If temp directory doesn't exist, it's invalid From 748f13d2ab881102b5062ddf59d70d4c4ece7419 Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 11 Jun 2025 09:36:03 +0100 Subject: [PATCH 48/50] Remove import button from navigation after successful import completion --- dt-import/assets/js/dt-import.js | 3 +++ 1 file changed, 3 insertions(+) diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index a53128e57..d6db79bef 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -1657,6 +1657,9 @@ // Mark step 4 as completed (green) since import is successful this.markStepAsCompleted(); + + // Remove the import button from navigation + this.updateNavigation(); } // Utility methods From b6d984a38714006a03e743d44c90d755484826f1 Mon Sep 17 00:00:00 2001 From: corsac Date: Wed, 11 Jun 2025 10:23:36 +0100 Subject: [PATCH 49/50] Escape dynamic content in dt-import-modals.js and dt-import.js to prevent XSS vulnerabilities. --- dt-import/assets/js/dt-import-modals.js | 30 ++--- dt-import/assets/js/dt-import.js | 150 +++++++++++++----------- 2 files changed, 96 insertions(+), 84 deletions(-) diff --git a/dt-import/assets/js/dt-import-modals.js b/dt-import/assets/js/dt-import-modals.js index 368059ee6..5e9c5c5a9 100644 --- a/dt-import/assets/js/dt-import-modals.js +++ b/dt-import/assets/js/dt-import-modals.js @@ -56,7 +56,7 @@
    -

    ${dtImport.translations.createNewField}

    +

    ${window.dt_admin_shared.escape(dtImport.translations.createNewField)}

    @@ -64,7 +64,7 @@
    - + @@ -73,7 +73,7 @@
    - +
    - + @@ -107,13 +107,13 @@
    - - + +
    - +
    @@ -138,7 +138,7 @@ getFieldTypeOptions() { return Object.entries(dtImport.fieldTypes) .map(([key, label]) => { - return ``; + return ``; }) .join(''); } @@ -147,8 +147,8 @@ const optionIndex = $('.field-option-row').length; const optionHtml = `
    - - + +
    `; @@ -311,11 +311,11 @@ fieldOptions = {}, ) { const $select = $( - `.field-mapping-select[data-column-index="${columnIndex}"]`, + `.field-mapping-select[data-column-index="${window.dt_admin_shared.escape(columnIndex)}"]`, ); // Add new option before "Create New Field" - const newOption = ``; + const newOption = ``; $select.find('option[value="create_new"]').before(newOption); // Clear the frontend cache to force refresh of field settings @@ -492,11 +492,13 @@ switchTab(targetTab) { // Update tab navigation $('.dt-import-docs-tabs a').removeClass('active'); - $(`.dt-import-docs-tabs a[href="#${targetTab}"]`).addClass('active'); + $( + `.dt-import-docs-tabs a[href="#${window.dt_admin_shared.escape(targetTab)}"]`, + ).addClass('active'); // Show/hide tab content $('.dt-import-docs-tab-content').removeClass('active'); - $(`#${targetTab}`).addClass('active'); + $(`#${window.dt_admin_shared.escape(targetTab)}`).addClass('active'); } } diff --git a/dt-import/assets/js/dt-import.js b/dt-import/assets/js/dt-import.js index d6db79bef..864cf8912 100644 --- a/dt-import/assets/js/dt-import.js +++ b/dt-import/assets/js/dt-import.js @@ -86,14 +86,14 @@ const postTypesHtml = dtImport.postTypes .map( (postType) => ` -
    +
    - +
    -

    ${postType.label_plural}

    -

    ${postType.description}

    +

    ${window.dt_admin_shared.escape(postType.label_plural)}

    +

    ${window.dt_admin_shared.escape(postType.description)}

    - ${postType.label_singular} + ${window.dt_admin_shared.escape(postType.label_singular)}
    `, @@ -212,8 +212,8 @@ const step2Html = `
    -

    ${dtImport.translations.uploadCsv}

    -

    Upload a CSV file containing ${this.getPostTypeLabel()} data.

    +

    ${window.dt_admin_shared.escape(dtImport.translations.uploadCsv)}

    +

    Upload a CSV file containing ${window.dt_admin_shared.escape(this.getPostTypeLabel())} data.

    @@ -221,8 +221,8 @@
    -

    ${dtImport.translations.chooseFile}

    -

    ${dtImport.translations.dragDropFile}

    +

    ${window.dt_admin_shared.escape(dtImport.translations.chooseFile)}

    +

    ${window.dt_admin_shared.escape(dtImport.translations.dragDropFile)}

    @@ -246,10 +246,10 @@ @@ -320,7 +320,7 @@ if (file.size > dtImport.maxFileSize) { this.showError( - `${dtImport.translations.fileTooLarge} ${this.formatFileSize(dtImport.maxFileSize)}`, + `${window.dt_admin_shared.escape(dtImport.translations.fileTooLarge)} ${window.dt_admin_shared.escape(this.formatFileSize(dtImport.maxFileSize))}`, ); return; } @@ -371,7 +371,7 @@ $('.file-info h4').text(file.name); $('.file-size').text(this.formatFileSize(file.size)); $('.file-rows').text( - `${csvData.row_count} rows, ${csvData.column_count} columns`, + `${window.dt_admin_shared.escape(csvData.row_count)} rows, ${window.dt_admin_shared.escape(csvData.column_count)} columns`, ); $('.change-file-btn').on('click', () => { @@ -486,7 +486,7 @@ const step3Html = `
    -

    ${dtImport.translations.mapFields}

    +

    ${window.dt_admin_shared.escape(dtImport.translations.mapFields)}

    Map each CSV column to the appropriate field in Disciple.Tools.