From 7b895ad785244014df7e8a2970db49fa8c741bc2 Mon Sep 17 00:00:00 2001 From: ben Date: Fri, 6 Feb 2026 12:58:24 -0400 Subject: [PATCH] docs: update Status.md with Zoho user sync production fixes Documents the iterative debugging of user sync on production: version constant mismatch, GET search criteria fix, error reporting priority, phone/name validation, and spam account cleanup. Final result: 64/64 active trainers syncing to Zoho CRM. Co-Authored-By: Claude Opus 4.6 --- Status.md | 89 ++++++++++++++++++++++++++++++++++++++++--------------- 1 file changed, 65 insertions(+), 24 deletions(-) diff --git a/Status.md b/Status.md index bbd2cb6a..8ff5bd9d 100644 --- a/Status.md +++ b/Status.md @@ -1,8 +1,8 @@ # HVAC Community Events - Project Status **Last Updated:** February 6, 2026 -**Current Session:** Zoho CRM Sync Fix -**Version:** 2.2.6 (Deployed to Production) +**Current Session:** Zoho CRM Sync Production Fix +**Version:** 2.2.11 (Deployed to Production) --- @@ -18,12 +18,69 @@ - Contact forms (trainer, venue) - Any other public-facing forms -### Post-Deploy Action Required -On production, go to **wp-admin > HVAC Community Events > Zoho CRM Sync**, click **"Force Full Re-sync (Reset Hashes)"**, then click each sync button or wait for the hourly scheduled sync. This clears poisoned hashes from prior failed syncs so all records re-sync with the new validated code. +--- + +## 🎯 CURRENT SESSION - ZOHO CRM SYNC PRODUCTION FIX (Feb 6, 2026) + +### Status: ✅ **COMPLETE - 64/64 Trainers Syncing to Zoho CRM** + +**Objective:** Fix Zoho CRM user sync that was silently failing on production - 0/65 users syncing despite "connection successful" status. + +### Issues Found & Fixed (iterative production debugging) + +1. **Version Constant Mismatch** (`includes/class-hvac-plugin.php`) + - `HVAC_PLUGIN_VERSION` stuck at `'2.0.0'` while `HVAC_VERSION` was `'2.2.10'` + - Admin JS used `HVAC_PLUGIN_VERSION` for cache busting, so browser served old JS without reset handler + - Fix: Bumped both constants to `'2.2.11'` + +2. **GET Request Search Criteria Ignored** (`includes/zoho/class-zoho-sync.php`) + - `sync_users()` passed search criteria as `$data` parameter to `make_api_request()` + - But `make_api_request()` ignores `$data` for GET requests (line 345 only includes body for POST/PUT/PATCH) + - Every Zoho contact search returned unfiltered results, causing all syncs to fail + - Fix: Moved criteria into URL query string: `/Contacts/search?criteria=(Email:equals:...)` + +3. **Error Reporting Priority** (`includes/zoho/class-zoho-sync.php`) + - `validate_api_response()` checked generic `error` key before Zoho-specific `data[0]` errors + - Users saw "API error with status code 400" instead of actionable field-level errors + - Fix: Reordered to check Zoho `data[0]` errors first, added field-level detail (api_name, expected_data_type, info) + +4. **Phone Field Validation** (`includes/zoho/class-zoho-sync.php`) + - Zoho rejects invalid phone formats with HTTP 400 + - Fix: Strip non-digit chars, require 10+ digits, only include Phone field when valid + +5. **Last_Name Required Field** (`includes/zoho/class-zoho-sync.php`) + - Zoho Contacts module requires Last_Name but some WP users had empty last names + - Fix: Fallback chain: `last_name` meta → `display_name` → `user_login` + +6. **Spam Account Cleanup** (production WP-CLI) + - User 14 (`rigobertohugo19`, `info103@noreply0.com`) was a spam/bot registration with no name + - Demoted from `hvac_trainer` to `subscriber` + +### Production Sync Results (iterative) + +| Attempt | Synced | Failed | Issue | +|---------|--------|--------|-------| +| 1st (pre-fix) | 0 | 65 | Search criteria not sent to Zoho API | +| 2nd (search fix) | 63 | 2 | Generic "status code 400" errors | +| 3rd (error detail) | 0 | 2 | User 57: invalid Phone, User 14: missing Last_Name | +| 4th (data validation) | 31 | 1 | User 57 phone still failing (7-digit threshold too low) | +| 5th (10-digit threshold) | 26 | 0 | **All 65 trainers synced** | +| Final (User 14 demoted) | **64/64** | **0** | All active trainers syncing | + +### Files Modified + +| File | Change | +|------|--------| +| `includes/class-hvac-plugin.php` | Synced `HVAC_PLUGIN_VERSION` to `'2.2.11'` (was stuck at `'2.0.0'`) | +| `includes/zoho/class-zoho-sync.php` | Search criteria in URL, error priority fix, phone sanitization, Last_Name fallback | + +### Git Commits +- `03b9bce5` - fix(zoho): Fix silent sync failures with API response validation and hash reset +- `4c22b9db` - fix(zoho): Fix user sync search criteria and improve data validation --- -## 🎯 CURRENT SESSION - ZOHO CRM SYNC FIX (Feb 6, 2026) +## 📋 PREVIOUS SESSION - ZOHO CRM SYNC ARCHITECTURE FIX (Feb 6, 2026) ### Status: ✅ **COMPLETE - Deployed to Production** @@ -77,22 +134,6 @@ The sync pipeline had a "silent failure" architecture: | `includes/admin/class-zoho-admin.php` | Added `reset_sync_hashes()` handler, reset button HTML, staging warning in connection test | | `assets/js/zoho-admin.js` | Added reset hashes button handler, staging warning display in connection test | -### Staging Verification - -| Test | Result | -|------|--------| -| Pre-deployment checks | All passed | -| Connection Test button | "Connection successful!" | -| Staging mode detection | Correctly reports hostname-based staging | -| Force Full Re-sync button | Cleared 3 post hashes + 66 user hashes | -| Events Sync | 41/41 synced, 0 failed | -| Staging write-block (after wp-config fix) | GET: PASS (95 modules), POST: PASS (blocked) | - -### Production Deployment -- Deployed successfully to https://upskillhvac.com/ -- All fix code verified present on production server -- Production correctly detected as non-staging (`upskillhvac.com` hostname match) - --- ## 📋 PREVIOUS SESSION - NEAR ME BUTTON MOBILE FIX (Feb 6, 2026) @@ -1004,9 +1045,9 @@ DISPLAY=:1 HEADLESS=false node test-comprehensive-validation.js ./scripts/verify-plugin-fixes.sh ``` -### Production Environment -**URL:** https://upskillhvac.com -**Version:** 2.1.8 (latest) +### Production Environment +**URL:** https://upskillhvac.com +**Version:** 2.2.11 (latest) **Server:** Cloudways Shared VPS ---