From 88186b6e3c1cee9ed37467b1348f585eedb293d7 Mon Sep 17 00:00:00 2001
From: bengizmo <benreed1987@gmail.com>
Date: Mon, 19 May 2025 13:18:45 -0300
Subject: [PATCH] docs: Add Zoho integration summary documentation

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 wordpress-dev/ZOHO-INTEGRATION-SUMMARY.md | 139 ++++++++++++++++++++++
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 create mode 100644 wordpress-dev/ZOHO-INTEGRATION-SUMMARY.md

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 !/wordpress-dev/tsconfig.json
 !/wordpress-dev/README.md
 !/wordpress-dev/MIGRATION_GUIDE.md
+!/wordpress-dev/ZOHO-INTEGRATION-SUMMARY.md
 
 # HVAC Community Events Plugin
 !/wordpress-dev/wordpress/
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+# Zoho CRM Integration Summary
+
+## Implementation Overview
+
+The Zoho CRM integration has been successfully implemented for the HVAC Community Events plugin with a crucial **staging mode protection** to prevent accidental data synchronization from development environments to the production Zoho CRM database.
+
+## Key Features
+
+### 1. Staging Mode Protection
+- **Automatic Detection**: System automatically detects if running on production (`upskillhvac.com`) or staging
+- **Write Protection**: On staging environments, all write operations (POST, PUT, DELETE) are blocked
+- **Simulation Mode**: Staging shows what data would be synced without actually sending it
+- **Visual Indicators**: Clear "STAGING MODE" banners in the admin interface
+
+### 2. OAuth 2.0 Authentication
+- Secure token-based authentication
+- Automatic token refresh
+- Configuration stored in WordPress options
+- Helper scripts for OAuth setup
+
+### 3. Data Synchronization
+
+#### Events → Campaigns
+- Event title → Campaign_Name
+- Start/End dates → Start_Date/End_Date
+- Trainer information → Custom fields
+- Venue details → Venue field
+
+#### Users → Contacts
+- Name → First_Name/Last_Name
+- Email → Email
+- Role → Contact_Type
+- HVAC License → License_Number
+
+#### Orders → Invoices
+- Order number → Invoice_Number
+- Total amount → Total
+- Customer → Contact_Name
+- Line items → Product_Details
+
+### 4. Admin Interface
+- Located at: HVAC Community Events → Zoho CRM Sync
+- Test connection functionality
+- Individual sync buttons for each data type
+- Real-time progress indicators
+- Test data preview in staging mode
+
+## File Structure
+
+```
+wordpress-dev/
+├── bin/
+│   ├── zoho-oauth-setup.sh         # OAuth setup helper
+│   └── zoho-setup-complete.sh      # Complete setup script
+│
+└── wordpress/wp-content/plugins/hvac-community-events/
+    ├── includes/
+    │   ├── admin/
+    │   │   └── class-zoho-admin.php    # Admin interface
+    │   └── zoho/
+    │       ├── class-zoho-crm-auth.php # OAuth handler
+    │       ├── class-zoho-sync.php     # Sync logic
+    │       ├── test-integration.php    # OAuth test
+    │       ├── STAGING-MODE.md         # Staging docs
+    │       └── README.md               # Integration docs
+    │
+    ├── assets/
+    │   ├── js/zoho-admin.js           # Admin JavaScript
+    │   └── css/zoho-admin.css         # Admin styles
+    │
+    └── tests/
+        └── test-zoho-staging-mode.php  # Staging mode test
+```
+
+## Setup Instructions
+
+### 1. Environment Variables
+Add to `.env`:
+```
+ZOHO_CLIENT_ID=your_client_id_here
+ZOHO_CLIENT_SECRET=your_client_secret_here
+```
+
+### 2. OAuth Setup
+```bash
+cd wordpress-dev
+./bin/zoho-setup-complete.sh
+```
+
+### 3. Follow OAuth Flow
+1. Open the authorization URL in browser
+2. Login to Zoho and approve permissions
+3. Copy the authorization code
+4. Paste into the terminal prompt
+
+## Testing
+
+### Staging Environment
+1. Deploy to staging server
+2. Access admin interface
+3. See "STAGING MODE ACTIVE" banner
+4. Test sync operations - data is simulated only
+5. Review test data previews
+
+### Production Environment
+1. Deploy to upskillhvac.com
+2. Staging mode automatically deactivates
+3. Test with a small data set first
+4. Monitor API responses
+
+## Security Features
+
+- OAuth 2.0 authentication
+- Domain-based production detection
+- No configuration for staging mode needed
+- Encrypted token storage
+- Automatic staging mode prevents data leaks
+
+## Important Notes
+
+1. **Staging Protection**: The system will ONLY sync to Zoho CRM when running on `upskillhvac.com`
+2. **No Manual Configuration**: Staging mode is automatic based on domain
+3. **Visual Confirmation**: Always check for staging mode banner before syncing
+4. **Test First**: Use staging mode to verify data mappings before production
+
+## Future Enhancements
+
+1. Webhook support for real-time sync
+2. Bulk operation optimization
+3. Custom field mapping UI
+4. Scheduled sync options
+5. Detailed sync reports
+
+## Support
+
+For issues or questions:
+1. Check `/includes/zoho/README.md` for detailed documentation
+2. Review `/includes/zoho/STAGING-MODE.md` for staging specifics
+3. Enable debug mode in `zoho-config.php` for troubleshooting
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