CSV-AI Lookup (WordPress Plugin)

Portable WordPress plugin that lets logged-in customers search page-specific CSV content with OpenAI structured output to recommend notes. Designed for Motiveggies: auto-injects a search form on mapped pages, supports shortcode/block/widget, and enforces login/purchase restrictions before showing results.

Features

• Page-scoped CSV lookup: each entry maps a WordPress page to a CSV file; the entire CSV is sent to the AI for selection.
• Multiple placements: auto-inject on mapped pages, shortcode [csv_ai_lookup], Gutenberg block “CSV-AI Lookup,” classic widget, and Elementor widget.
• Access control: require login and/or a past WooCommerce purchase (completed/processing); shows a friendly message if purchase is required.
• AI call: uses OpenAI chat completions with structured output; sends full CSV, returns ≥3 recommendations with note text and reasoning.
• UX: shows a loading overlay with customizable “searching” text while the AI runs, then renders recommended notes with reasoning.
• Admin UI: manage API key, model, temperature, searching text, purchase-required message, and any number of entries (label, page, slug, CSV upload).
• File handling: uploads CSVs via the media library; sanitizes entries and inputs.

Requirements

• WordPress with WooCommerce active (for purchase checks).
• PHP 7.4+ recommended.
• OpenAI API key with access to the configured model (default gpt-4o-mini).

Installation

1. Copy the csv-ai-lookup folder into wp-content/plugins/.
2. Activate “CSV-AI Lookup” in WordPress Admin → Plugins.

Configuration (Admin → CSV-AI Lookup)

• API Key: OpenAI secret key (stored via options).
• Model: OpenAI model name (default gpt-4o-mini).
• Temperature: model temperature (default 1.0).
• Searching Text: message shown during lookup.
• Purchase Required Message: shown when purchase is required but missing.
• Require Login / Require Purchase: toggles for access control.
• Entries (repeatable):
  • Label (for admin clarity)
  • Page selection (which page to auto-inject and map)
  • Optional slug fallback
  • CSV upload (full file sent to AI)

Usage

• Auto-injection: the form appears on mapped pages.
• Shortcode: add [csv_ai_lookup] to any page.
• Gutenberg block: “CSV-AI Lookup” under Widgets.
• Classic widget: available in widget areas.
• Elementor widget: registered via elementor/widgets/register.

Behavior Notes

• Protected pages: if Require Login is on, anonymous users redirect to /my-account/. If Require Purchase is on, logged-in users without a completed/processing order see the purchase-required message; rendering stops before content.
• AI request: sends full CSV for the current entry; expects ≥3 recommendations with reasoning; does not log AI calls.
• Rendering: highlights recommended notes and shows “Why” reasoning beneath each.
• Loading state: overlay with pulsing magnifier and configurable text while awaiting AI response.

Development

• Main plugin file: csv-ai-lookup.php
• Assets: assets/ enqueued for front-end UI/JS.
• Options key: csv_ai_lookup_settings.
• Nonce action: csv_ai_lookup_nonce.

Troubleshooting

• Form not showing: ensure page is mapped in Entries or use the shortcode/block/widget.
• Access denied message/redirect: disable Require Login/Purchase in settings or ensure test user has a completed/processing order.
• AI errors: verify API key/model, check server can reach OpenAI, and inspect browser console/network for AJAX responses.