# HVAC Community Events - Project Status

**Last Updated:** February 1, 2026
**Current Session:** Tabbed Interface for Find Training Page
**Version:** 2.2.6 (Deployed to Staging)

---

## 🎯 NEXT SESSION - CAPTCHA IMPLEMENTATION

### Status: 📋 **PLANNED**

**Objective:** Add CAPTCHA to all user-facing forms to prevent spam and bot submissions.

**Forms to Update:**
- Training login form
- Trainer registration form
- Contact forms (trainer, venue)
- Any other public-facing forms

---

## 🎯 CURRENT SESSION - TABBED INTERFACE FOR FIND TRAINING (Feb 1, 2026)

### Status: ✅ **COMPLETE - Deployed to Staging, Verified Working**

**Objective:** Refactor the Find Training page sidebar from a single trainer list to a tabbed interface with Trainers, Venues, and Events tabs.

### Changes Made

1. ✅ **Tab Navigation System** (`templates/page-find-training.php`)
   - Replaced "42 trainers" header with three tabs: Trainers | Venues | Events
   - Each tab displays dynamic count in parentheses
   - ARIA accessibility attributes (role="tablist", role="tab", aria-selected)
   - Keyboard navigation (arrow keys, Home, End)

2. ✅ **Visibility Toggles Relocated**
   - Moved from map overlay to sidebar header
   - Colored dots (teal/orange/purple) match marker colors
   - Only control map marker visibility, not tab content

3. ✅ **Venue Cards** (`assets/js/find-training-map.js`)
   - Name with building icon
   - City, State location
   - "X upcoming events" count

4. ✅ **Event Cards** (`assets/js/find-training-map.js`)
   - Date badge showing month/day
   - Event title
   - Venue name
   - Cost display
   - "Past" badge for past events

5. ✅ **Info Modal** (`templates/page-find-training.php`)
   - "What is Upskill HVAC?" section
   - "How to Use" instructions
   - Map Legend (trainer/venue/event markers)

6. ✅ **Context-Aware Search** (`assets/js/find-training-filters.js`)
   - Placeholder changes based on active tab
   - Client-side filtering for instant results (150ms debounce)
   - Falls back to server-side when filters active

7. ✅ **CSS Styling** (`assets/css/find-training-map.css`)
   - Tab navigation container and button styles
   - Venue card and event card layouts
   - Info button and modal styling
   - Responsive adjustments for tablet/mobile

### Files Modified

| File | Change |
|------|--------|
| `templates/page-find-training.php` | Tab navigation, panels, info modal |
| `assets/js/find-training-map.js` | Tab switching, card creators, grid renderers |
| `assets/js/find-training-filters.js` | Context-aware search, client-side filtering |
| `assets/css/find-training-map.css` | ~300 lines new CSS for tabs, cards, modal |
| `includes/class-hvac-plugin.php` | Version bump 2.2.5 → 2.2.6 (CDN cache bust) |

### Issue Resolved: CDN Cache

**Problem:** After deployment, browser loaded old JavaScript without new `initTabs` method.

**Root Cause:** CDN cached old assets. Deploy script clears WP/OPcache but not CDN edge cache.

**Fix:** Bumped `HVAC_VERSION` from 2.2.5 to 2.2.6, changing script URL query string to force cache refresh.

### Verified on Staging
- ✅ 42 trainers tab count
- ✅ 9 venues tab count
- ✅ 8 events tab count
- ✅ Tab switching works with proper ARIA attributes
- ✅ Venue cards display correctly
- ✅ Event cards with date badges display correctly
- ✅ Info modal opens and displays content
- ✅ Visibility toggles control map markers

---

## 📋 PREVIOUS SESSION - MEASUREQUICK APPROVED TRAINING LABS (Feb 1, 2026)

### Status: ✅ **COMPLETE - Deployed to Staging, Venues Displaying Correctly**

**Objective:** Transform /find-training to showcase only measureQuick Approved Training Labs with venue categories, equipment/amenities tags, and contact forms.

1. ✅ **Venue Taxonomies Created** (`includes/class-hvac-venue-categories.php` NEW)
   - `venue_type` - For lab classification (e.g., "measureQuick Approved Training Lab")
   - `venue_equipment` - Furnace, Heat Pump, AC, Mini-Split, Boiler, etc.
   - `venue_amenities` - Coffee, Water, Projector, WiFi, Parking, etc.
   - All taxonomies registered on `tribe_venue` post type

2. ✅ **9 Approved Training Labs Configured** (via WP-CLI script)
   - Fast Track Learning Lab (ID: 6631) - Joe Medosch
   - Progressive Training Lab (ID: 6284) - Samantha Brazie
   - NAVAC Technical Training Center (ID: 6476) - Andrew Greaves
   - Stevens Equipment Supply - Phoenix (ID: 6448) - Robert Cone
   - San Jacinto College South Campus (ID: 6521) - Terry McWilliams
   - Johnstone Supply - Live Fire Training Lab (ID: 4864) - Dave Petz
   - Stevens Equipment Supply - Johnstown (ID: 1648) - Phil Sweren
   - TruTech Tools Training Center (NEW) - Val Buckles
   - Auer Steel & Heating Supply (NEW) - Mike Breen

3. ✅ **Map Data Filtered by Taxonomy**
   - `get_venue_markers()` now includes `tax_query` for `mq-approved-lab` term
   - Only approved training labs appear as venue markers
   - Equipment, amenities, and POC data included in venue info

4. ✅ **Venue Modal Enhanced**
   - Equipment badges (teal outline chips)
   - Amenities badges (gray outline chips)
   - Contact form with name, email, phone, company, message
   - POC receives email notification on submission

5. ✅ **6 POC Trainer Accounts Created**
   - Samantha Brazie, Andrew Greaves, Terry McWilliams
   - Phil Sweren, Robert Cone, Dave Petz
   - All with `hvac_trainer` role and approved status

### Files Created

| File | Description |
|------|-------------|
| `includes/class-hvac-venue-categories.php` | Venue taxonomy registration (singleton) |
| `scripts/setup-approved-labs.php` | WP-CLI script to configure all labs |
| `scripts/check-venue-coordinates.php` | Diagnostic script to verify venue coordinates |
| `scripts/geocode-approved-labs.php` | Geocode venues missing coordinates |

### Files Modified

| File | Change |
|------|--------|
| `includes/class-hvac-plugin.php` | Load venue categories class |
| `includes/find-training/class-hvac-training-map-data.php` | Add tax_query filter, include equipment/amenities |
| `includes/class-hvac-ajax-handlers.php` | Add venue contact form AJAX handler |
| `templates/page-find-training.php` | Add equipment/amenities badges, contact form |
| `assets/js/find-training-map.js` | Render badges, bind contact form handler |
| `assets/css/find-training-map.css` | Equipment/amenities badge styles |

### Issue Resolved: Venues Now Displaying on Map ✅

**Root Cause:** `venue_type` taxonomy wasn't being registered when `get_venue_markers()` ran.

`HVAC_Venue_Categories::instance()` was instantiated at 'init' priority 5, but then tried to add hooks to 'init' priority 5 for taxonomy registration. Since WordPress was already processing priority 5 handlers, the hook never fired.

**Fix Applied:**
1. **`includes/class-hvac-venue-categories.php`** - Added `did_action('init')` check in constructor
   - If 'init' has already fired, call `register_taxonomies()` and `create_default_terms()` directly
   - Otherwise, use the standard hook approach

2. **`includes/find-training/class-hvac-training-map-data.php`** - Fixed HTML entity encoding
   - Venue names now use `html_entity_decode()` to properly display `&` and `–` characters
   - Event titles also fixed

**Result:**
- ✅ All 9 approved training labs now display as orange venue markers on the map
- ✅ Venue names display correctly (e.g., "Auer Steel & Heating Supply" not "Auer Steel &...")
- ✅ Marker clustering works with mixed trainer/venue markers

---

## 📋 PREVIOUS SESSION - FIND TRAINING PAGE ENHANCEMENTS (Feb 1, 2026)

### Status: ✅ **COMPLETE - Deployed to Production**

**Objective:** Improve Find Training page UX with viewport sync and marker hover interactions.

### Changes Made

1. ✅ **Viewport Sync** - Sidebar now shows only trainers visible in current map area
   - Added `visibleTrainers` array to track filtered trainers
   - Added `syncSidebarWithViewport()` method filtering by map bounds
   - Map `idle` event triggers sync on pan/zoom
   - Count shows "X of Y trainers" when zoomed in

2. ✅ **Marker Hover Interaction** - Info window appears on hover
   - Added `mouseover` event listener to trainer/venue markers
   - Set `optimized: false` on markers for reliable hover events
   - Hover shows info window preview with "View Profile" button
   - Click on "View Profile" opens full modal with contact form

3. ✅ **Legacy URL Redirects**
   - `/find-a-trainer/` → `/find-training/` (301 redirect)
   - `/find-trainer/` → `/find-training/` (301 redirect)
   - Removed old page from Page Manager

### Files Modified

| File | Change |
|------|--------|
| `assets/js/find-training-map.js` | Added viewport sync, hover events, optimized:false |
| `assets/js/find-training-filters.js` | Updated filter handler for visibleTrainers |
| `includes/class-hvac-route-manager.php` | Added legacy URL redirects |
| `includes/class-hvac-page-manager.php` | Removed find-a-trainer page definition |
| `includes/class-hvac-plugin.php` | Version bumped to 2.2.4 |

### Verified Behavior
- ✅ Hover over marker → Info window appears immediately
- ✅ Click "View Profile" → Full modal with trainer details + contact form
- ✅ Pan/zoom map → Sidebar updates to show visible trainers only
- ✅ Legacy URLs redirect to new page

---

## 📋 PREVIOUS SESSION - FIND TRAINING PAGE IMPLEMENTATION (Jan 31 - Feb 1, 2026)

### Status: ✅ **COMPLETE - Deployed to Production**

**Objective:** Replace the buggy MapGeo-based `/find-a-trainer` page with a new `/find-training` page built from scratch using Google Maps JavaScript API.

### Why This Change
The existing IGM/amCharts implementation had a fundamental bug that corrupted marker coordinates (longitude gets overwritten with latitude). After multiple fix attempts, building fresh with Google Maps API provides:
- Full control over marker data
- No third-party plugin dependencies
- Better long-term maintainability
- Ability to show both trainers AND venues

### Files Created (8 new files)

| File | Description |
|------|-------------|
| `includes/find-training/class-hvac-find-training-page.php` | Main page handler (singleton), AJAX endpoints, asset enqueuing |
| `includes/find-training/class-hvac-training-map-data.php` | Data provider for trainer/venue markers with caching |
| `includes/find-training/class-hvac-venue-geocoding.php` | Auto-geocoding for TEC venues via Google API |
| `templates/page-find-training.php` | Page template with map, filters, modals |
| `assets/js/find-training-map.js` | Google Maps initialization, markers, clustering |
| `assets/js/find-training-filters.js` | Filter handling, geolocation, AJAX |
| `assets/css/find-training-map.css` | Complete responsive styling |
| `assets/images/marker-trainer.svg` | Teal person icon for trainers |
| `assets/images/marker-venue.svg` | Orange building icon for venues |

### Files Modified (3 files)

| File | Change |
|------|--------|
| `includes/class-hvac-page-manager.php` | Added find-training page definition |
| `includes/class-hvac-plugin.php` | Load new find-training classes |
| `includes/class-hvac-ajax-handlers.php` | Added contact form AJAX handler |

### Multi-Model Code Review Findings & Fixes

Ran comprehensive code review using GPT-5, Gemini 3, and Zen MCP tools. Found and fixed 6 issues:

| # | Severity | Issue | Fix |
|---|----------|-------|-----|
| 1 | **CRITICAL** | Missing `hvac_submit_contact_form` AJAX handler | Added full handler with rate limiting, validation, email |
| 2 | **HIGH** | XSS risk in InfoWindow onclick handlers | Replaced with DOM creation + addEventListener |
| 3 | **MEDIUM** | Uncached filter dropdown SQL queries | Added wp_cache with 1-hour TTL |
| 4 | **MEDIUM** | AJAX race condition on rapid filters | Added request abort handling |
| 5 | **LOW** | Hardcoded `/trainer/registration/` URL | Changed to `site_url()` |
| 6 | **LOW** | `alert()` for geolocation errors | Added inline dismissible notification |

### Features Implemented

- ✅ Google Maps with custom trainer/venue markers
- ✅ MarkerClusterer for dense areas
- ✅ Filter by State, Certification, Training Format
- ✅ Search by name/location
- ✅ "Near Me" geolocation button
- ✅ Trainer/Venue toggle switches
- ✅ Trainer profile modal with contact form
- ✅ Venue info modal with upcoming events
- ✅ Trainer directory grid below map
- ✅ 301 redirect from `/find-a-trainer` to `/find-training`
- ✅ Auto-geocoding for new venues
- ✅ Rate-limited batch geocoding for existing venues

### Deployment Status
- ✅ Deployed to staging
- ✅ Map loads with markers and clustering
- ✅ Filters working (state, certification, format)
- ✅ Contact form functional
- ✅ Deployed to production

---

## 📋 PREVIOUS SESSION - E2E TESTING & BUG FIXES (Feb 1, 2026)

### Status: ✅ **COMPLETE - Deployed to Staging, Ready for Production**

**Objective:** Deploy security fixes to staging, run E2E tests, fix discovered bugs, and validate all functionality.

### Deployment & Testing Summary

1. ✅ **Deployed to Staging** - All 12 security fixes from previous session
2. ✅ **E2E Tests Passed** - Master trainer pages, security endpoints verified
3. ✅ **Discovered & Fixed 2 Critical Bugs** - Trainers table, event pages
4. ✅ **Created E2E Testing Skill** - `.claude/commands/e2e-visual-test.md`
5. ✅ **Added Staging Email Filter** - Prevents accidental user spam

### Bugs Found & Fixed

| Bug | Severity | Root Cause | Fix |
|-----|----------|------------|-----|
| **Trainers table empty** | HIGH | `ajax_filter_trainers()` used complex SQL that returned empty; `count_trainers_by_status()` only queried `hvac_trainer` role | Rewrote to use `get_trainers_table_data()` (same as working dashboard); fixed role query to include both roles |
| **Event pages blank** | HIGH | Template path mismatch: code referenced `page-trainer-event-manage.php` but file is `page-manage-event.php` | Fixed path in `class-hvac-event-manager.php:138` |

### Files Modified (4 files)

1. **`includes/class-hvac-master-trainers-overview.php`**
   - Rewrote `ajax_filter_trainers()` to use reliable `get_trainers_table_data()`
   - Fixed `count_trainers_by_status()` to include `hvac_master_trainer` role
   - Now shows 53 trainers, 5 active (was showing 0)

2. **`includes/class-hvac-event-manager.php`**
   - Fixed template path: `page-trainer-event-manage.php` → `page-manage-event.php`
   - Event creation form now fully functional

3. **`hvac-community-events.php`**
   - Added staging email filter (only `ben@tealmaker.com` receives emails)
   - Protects real users from test emails during development

4. **`.claude/commands/e2e-visual-test.md`** (new)
   - Created E2E visual testing skill for Playwright MCP browser tools
   - Documents login procedure, test sequence, credentials

### E2E Test Results

| Feature | Status | Notes |
|---------|--------|-------|
| Master Trainer Login | ✅ PASS | Custom `/training-login/` works |
| Master Dashboard | ✅ PASS | Stats, tables, AJAX functional |
| Trainers Table | ✅ PASS | 53 trainers displayed correctly |
| Announcements | ✅ PASS | Modal opens, form accessible |
| Event Creation | ✅ PASS | Full form with all TEC fields |
| Certificate Reports | ✅ PASS | Empty state (needs events) |
| Security Endpoints | ✅ PASS | 4/4 properly return 401/400 |

### Staging Email Protection

Emails on staging are now filtered:
- **Allowed:** `ben@tealmaker.com`, `ben@measurequick.com`
- **Blocked:** All other recipients (logged for debugging)
- **Subject Prefix:** `[STAGING]` added to allowed emails

### Next Steps
1. ⏳ Deploy to production: `./scripts/deploy.sh production`
2. ⏳ Verify production functionality
3. ⏳ Monitor for any issues

---

## 📋 PREVIOUS SESSION - MULTI-MODEL SECURITY CODE REVIEW (Jan 31, 2026)

### Status: ✅ **COMPLETE - Deployed to Staging**

**Objective:** Comprehensive security and business logic code review using 4 AI models (GPT-5, Gemini 3, Kimi K2.5, Zen MCP) across 11 critical files (~9,000 lines).

### Critical Issues Found & Fixed (12 total)

| ID | Severity | Issue | File |
|----|----------|-------|------|
| C1 | **CRITICAL** | Passwords stored in transients | `class-hvac-registration.php` |
| U1 | **CRITICAL** | O(3600) token verification loop (DoS) | `class-hvac-ajax-security.php` |
| U2 | **HIGH** | `remove_all_actions()` breaks WP isolation | `class-hvac-plugin.php` |
| C2 | **HIGH** | Encryption key in same database as data | `class-hvac-secure-storage.php` |
| M3 | **HIGH** | Revoked certificates still downloadable | `class-certificate-manager.php` |
| U3 | **HIGH** | Security headers not applied to AJAX | `class-hvac-ajax-security.php` |
| C3 | **MEDIUM** | IP spoofing undermines rate limiting | `class-hvac-security.php` |
| M1 | **MEDIUM** | Weak CSP with `unsafe-eval` | `class-hvac-ajax-security.php` |
| C5 | **MEDIUM** | Duplicate component initialization | `class-hvac-plugin.php` |
| U9 | **MEDIUM** | File-scope side-effect initialization | `class-hvac-trainer-profile-manager.php` |
| U11 | **LOW** | Timezone inconsistency in cert numbers | `class-certificate-manager.php` |
| U4 | **HIGH** | zoho-config.php not in .gitignore | `.gitignore` |

### Deliverables
- ✅ **Full Report:** `MULTI-MODEL-CODE-REVIEW-REPORT.md`
- ✅ **12 Security Fixes:** All implemented and deployed to staging

---

## 📋 PREVIOUS SESSION - MASTER TRAINER PROFILE EDIT ENHANCEMENT (Jan 9, 2026)

### Status: ✅ **COMPLETE - Deployed to Production**

**Objective:** Fix broken button styling and add all trainer profile fields to the master trainer profile edit page.

**Issues Fixed:**
1. **Button Styling Broken** - "Back to Dashboard" and "Cancel" buttons appeared faded/invisible due to CSS conflicts with theme
2. **Missing Profile Fields** - Only showing basic name fields, needed all trainer profile fields
3. **No Password Reset** - Master trainers couldn't trigger password resets for trainers they manage

### Changes Made

1. ✅ **Fixed Button Styling** (`templates/page-master-trainer-profile-edit-simple.php`)
   - Added scoped CSS with new class names (`hvac-btn-primary`, `hvac-btn-secondary`, `hvac-btn-outline`)
   - Avoids theme CSS conflicts by using page-specific selectors
   - Proper colors, hover states, and responsive behavior

2. ✅ **Added All Profile Fields** (6 complete sections)
   - **Profile Settings:** Visibility (Public/Private)
   - **Certification Information:** Status, Type, Date Certified
   - **Personal Information:** Name, Email, LinkedIn URL, Bio
   - **Professional Information:** Accreditation, Training Audience/Formats/Locations/Resources (checkboxes)
   - **Business Information:** Business Type, Revenue Target, Application Details
   - **Location Information:** City, State, Country, Coordinates with re-geocode button

3. ✅ **Added Password Reset Button**
   - New "Send Password Reset Email" button in Personal Information section
   - Uses WordPress built-in `retrieve_password()` function
   - Shows status feedback (Sending... / Sent! / Error)
   - Requires master trainer or admin permissions
   - All actions logged for audit trail

4. ✅ **Added AJAX Handler** (`includes/class-hvac-ajax-handlers.php`)
   - New `hvac_send_password_reset` endpoint
   - Nonce verification, permission checks, input validation
   - Secure implementation using WordPress core functions

### Files Modified
- `templates/page-master-trainer-profile-edit-simple.php` - Complete rewrite with all fields
- `includes/class-hvac-ajax-handlers.php` - Added password reset handler

### URLs
- **Production:** `https://upskillhvac.com/master-trainer/edit-trainer-profile/?user_id=75`
- **Staging:** `https://upskill-staging.measurequick.com/master-trainer/edit-trainer-profile/?user_id=75`

---

## 📋 PREVIOUS SESSION - TEC COMMUNITY EVENTS DEPENDENCY ANALYSIS (Jan 5, 2026)

### Status: ✅ **COMPLETE - Documented as Technical Debt**

**Objective:** Analyze whether "The Events Calendar: Community" (TEC CE) plugin is still being used after recent refactoring.

**Findings:**
- The plugin **still actively relies on TEC CE** for event creation/editing
- Core shortcode `[tribe_community_events]` is used in 7 template/class files
- TEC CE hooks are used for field processing and form customization
- `HVAC_Event_Manager` has custom CRUD capabilities but production paths use TEC CE

**Removal Scope:**
- **Estimated effort:** 9-14 days of development
- **Key work:** Custom forms, date pickers, validation, template updates, testing
- **Risk:** Recurring events complexity, Event Tickets integration

**Decision:** Deferred as technical debt. Current implementation is functional and stable.

### Deliverables
1. ✅ **Analysis Report:** `docs/reports/TEC-COMMUNITY-EVENTS-DEPENDENCY-ANALYSIS.md`
2. ✅ **CLAUDE.md Updated:** Added Technical Debt section
3. ✅ **Status.md Updated:** This entry

---

## 📋 PREVIOUS SESSION - SCHEDULED SYNC PERSISTENCE FIX (Dec 20, 2025)

### Status: ✅ **COMPLETE - Deployed to Production**

**Problem:** Scheduled sync showed "Not Scheduled" after page refresh, even though settings were saved correctly.

**Root Cause:**
- `HVAC_Zoho_Scheduled_Sync` was only loaded in admin context
- On non-admin requests (including WP-Cron), custom cron schedules weren't registered
- WordPress was clearing cron events because it didn't recognize the schedules

### Fixes Applied
1. ✅ **Load Scheduled Sync on ALL Requests** (`class-hvac-plugin.php`)
   - Moved `HVAC_Zoho_Scheduled_Sync::instance()` initialization to main plugin loader
   - Now loads alongside other schedulers (like Communication Scheduler)
   - Ensures cron schedules and action hooks are always registered

2. ✅ **Add `add_option` Hook** (`class-zoho-scheduled-sync.php`)
   - Added `add_option_hvac_zoho_auto_sync` hook for first-time setting creation
   - WordPress fires `add_option_` (not `update_option_`) on first save

3. ✅ **Explicit Scheduling in Save** (`class-zoho-admin.php`)
   - `save_settings()` now explicitly calls `schedule_sync()` or `unschedule_sync()`
   - Ensures scheduling works even when option value hasn't changed
   - `update_option_` hook only fires when value actually changes

### Files Modified
- `includes/class-hvac-plugin.php` - Load scheduled sync globally
- `includes/zoho/class-zoho-scheduled-sync.php` - Add first-time option hook
- `includes/admin/class-zoho-admin.php` - Explicit scheduling call

---

## 📋 PREVIOUS SESSION - PUBLIC MAP & DIRECTORY FIX (Dec 21, 2025)

### Status: 🔄 **IN PROGRESS - Deployed to Staging (Strategy H)**

**Problem:** Map markers missing. Data analysis reveals markers have identical Latitude and Longitude values (corruption).

**Root Cause:**
- IGM Plugin's client-side processing corrupts `longitude` by overwriting it with `latitude` immediately before rendering.
- Previous PHP Injection strategies (D-G) caused 500 errors due to `WP_Query` timing/context issues in the footer.

**Solution (Strategy H):**
1. ✅ **Javascript Interceptor:** Injected a robust interceptor script in `class-hvac-mapgeo-integration.php`.
2. ✅ **Mechanism:** Uses `Object.defineProperty` on `window.iMapsData` to catch the data assignment *before* the map plugin sees it.
3. ✅ **Repair Logic:** Detects corrupted markers (Lat == Lng) and instantly restores correct values from safe `lat`/`lng` backup keys provided by PHP.
4. ✅ **Cleanup:** Removed dangerous PHP query injections that were causing server errors.

**Current Status:**
- Fix deployed to Staging.
- Pending verification of visible markers and "Healed" console logs.

**Next Steps:**
1. Verify map renders correctly on Staging.
2. Deploy to Production.


---

## 📋 PREVIOUS SESSION - SCHEDULED ZOHO SYNC (Dec 19, 2025)

### Status: ✅ **COMPLETE - WP-Cron Scheduled Sync Implemented**

**Summary:**
- **Scheduled Sync:** WP-Cron job syncs new/modified records on configurable interval
- **Incremental Sync:** Only syncs records modified since last sync run
- **Admin UI:** Enable/disable toggle, interval selector (5min-daily), status display
- **Manual Trigger:** "Run Sync Now" button for testing

### Changes Made
1. ✅ **New File: `class-zoho-scheduled-sync.php`**
   - WP-Cron management with custom intervals
   - `run_scheduled_sync()` processes all data types
   - Tracks last sync time for incremental filtering
   - Stores results for status display

2. ✅ **Updated `class-zoho-sync.php`**
   - All 5 sync methods now accept `$since_timestamp` parameter
   - When provided, filters queries by `post_modified >= since_date`

3. ✅ **Updated `class-zoho-admin.php`**
   - Added `save_settings()` AJAX handler
   - Added `run_scheduled_sync_now()` AJAX handler
   - Enhanced admin UI with new intervals and status display

4. ✅ **Updated `zoho-admin.js`**
   - Settings form reloads page on save
   - "Run Sync Now" button with result display

### Interval Options
| Value | Frequency |
|-------|-----------|
| `every_5_minutes` | Every 5 minutes (default) |
| `every_15_minutes` | Every 15 minutes |
| `every_30_minutes` | Every 30 minutes |
| `hourly` | Hourly |
| `every_6_hours` | Every 6 hours |
| `daily` | Daily |

### Admin Page Location
- `/wp-admin/admin.php?page=hvac-zoho-sync`
- Look for "Scheduled Sync Settings" section

---

## 📋 PREVIOUS SESSION - BATCH SYNC ENHANCEMENT (Dec 18, 2025)

### Status: ✅ **COMPLETE - All Sync Tasks Now Auto-Iterate with Progress Bar**

**Summary:** 
- **All 5 Sync Types:** Now support batch pagination with auto-continue
- **Progress Bar:** Visual feedback showing `X of Y processed (N%)`
- **No Manual Repeating:** Frontend auto-loops until `has_more: false`
- **Orphan Cleanup:** Deleted 14 test attendees referencing deleted events

### Changes Made
1. ✅ **Backend Pagination:**
   - All sync methods (`sync_events`, `sync_users`, `sync_attendees`, `sync_rsvps`, `sync_purchases`) now accept `$offset` and `$limit` parameters
   - Each returns `has_more`, `next_offset`, and `total` for pagination
   - Admin endpoint updated to pass offset to sync methods
2. ✅ **Frontend Progress UI:**
   - New `syncWithProgress()` function replaces single AJAX calls
   - Auto-continues batches until complete
   - Progress bar shows percentage and count
   - Accumulated results across all batches

### Files Modified
- `includes/zoho/class-zoho-sync.php` - Pagination for all 5 sync methods
- `includes/admin/class-zoho-admin.php` - Offset parameter handling
- `assets/js/zoho-admin.js` - Progress bar + auto-continue logic

---

## 📋 PREVIOUS SESSION - ZOHO CRM ATTENDEE SYNC (Dec 17-18, 2025)

### Status: ✅ **COMPLETE - All Attendees Syncing Successfully**

**Summary:** 
- **Events Sync:** ✅ WORKING. 39 events synced with enhanced field mapping.
- **Attendees Sync:** ✅ WORKING. 50/50 synced, 0 errors, all contacts updated with custom fields.

### Issues Resolved
1. ✅ **Campaign Member Linking:**
   - Fixed API endpoint: `PUT /Contacts/{id}/Campaigns` (was `/Campaigns/{id}/Contacts/{id}`)
   - Fixed `log_debug()` visibility (private → public)
2. ✅ **Attendee Field Mapping:**
   - measureQuick Email → `Email` (primary, used for lookup)
   - Attendee Email → `Secondary_Email`
   - Attendee Cell Phone → `Mobile`
   - Company Role → `Primary_Role`
   - Fixed meta key: `_tec_tickets_commerce_attendee_fields` with hyphenated field names
3. ✅ **Email Fallback Logic:**
   - If attendee email empty, use measureQuick email (and vice versa)
   - Only fails if BOTH emails are empty
4. ✅ **DUPLICATE_DATA Handling:**
   - When Zoho returns "duplicate exists", extract existing contact ID from error
   - Use that ID to update instead of failing
5. ✅ **Existing Contact Updates:**
   - Existing contacts now updated via PUT with new field data on each sync

---


### Zoho CRM Integration - Staging Environment (Working)

**Status:** ✅ OAuth Working, Sync Methods Implemented, Dry-Run Tested

**Completed:**

1. ✅ **OAuth Authentication Verified**
   - Refresh token exists and is valid
   - API connection successful (53 modules accessible)
   - Read operations working (Contacts, Campaigns, Users)

2. ✅ **Read-Only API Tests Passed**
   - Organization Info: Manifold Cloud Services (America/Detroit)
   - Contacts: 5+ records readable (Tanner Moore, Pete Knochelmann, etc.)
   - Campaigns: 5+ records readable (Nov 28, Oct 23, etc.)
   - CRM Users: Ben Reed (CEO), JR Lawhorne (Manager), etc.

3. ✅ **Sync Class Bug Fixes**
   - Fixed user roles: `trainer`/`trainee` → `hvac_trainer`/`hvac_master_trainer`
   - Fixed event filter: Removed restrictive `_hvac_event_type` meta query
   - Fixed event display: Changed `eventDisplay` from `list` to `custom` to include past events
   - Fixed WooCommerce dependency: Added graceful error handling

4. ✅ **Event Tickets Integration (NEW)**
   - Replaced WooCommerce sync with Event Tickets (Tickets Commerce) support
   - Added `sync_attendees()` method → Zoho Contacts + Campaign Members
   - Added `sync_rsvps()` method → Zoho Leads + Campaign Members
   - Updated meta keys for Tickets Commerce (`_tec_tickets_commerce_*`)
   - Updated meta keys for RSVPs (`_tribe_rsvp_*`)

5. ✅ **Admin Interface Updated**
   - Added "Sync Attendees" button (Contacts + Campaign Members)
   - Added "Sync RSVPs" button (Leads + Campaign Members)
   - Renamed "Sync Purchases" to "Sync Orders" (Tickets Commerce)

**Dry-Run Results (Staging - No Data Sent to Zoho):**
| Sync Type | Records Found | Status |
|-----------|---------------|--------|
| Events → Campaigns | 20 | ✅ Ready |
| Trainers → Contacts | 53 | ✅ Ready |
| Attendees → Contacts + Campaign Members | 79 | ✅ Ready |
| RSVPs → Leads + Campaign Members | 4 | ✅ Ready |
| Orders → Invoices | 52 | ✅ Ready |

**Zoho CRM Mapping Strategy:**
- **Events** → **Campaigns** (direct mapping)
- **Trainers** (hvac_trainer, hvac_master_trainer) → **Contacts** (with Contact_Type field)
- **Ticket Attendees** → **Contacts** + **Campaign Members** (links Contact ↔ Campaign)
- **RSVPs** → **Leads** + **Campaign Members** (links Lead ↔ Campaign)
- **Ticket Orders** → **Invoices** (financial records)

**Staging Protection Active:**
- All write operations (POST/PUT/DELETE) are blocked on staging
- Only production (`upskillhvac.com`) can write to Zoho CRM
- Dry-run shows what would sync without actually sending data

**Admin Page Location:**
- `/wp-admin/admin.php?page=hvac-zoho-sync`

**Files Modified:**
- `includes/zoho/class-zoho-sync.php` - Complete rewrite for Event Tickets
- `includes/admin/class-zoho-admin.php` - Added new sync buttons

---

## 📅 PREVIOUS SESSION - GEMINI TRANSITION & VALIDATION (Dec 16, 2025)

### Gemini Development Environment Setup

**Objective:** Transition from Claude Code-specific tooling to Gemini/Antigravity agent development workflow.

**Completed:**
1. ✅ **Created `GEMINI.md`** - New development guidelines
   - Critical safety constraints for Cloudways Shared VPS
   - Workflows for testing (`/test`) and deployment
   - Coding standards (Singleton pattern, security, PHP 8+ modernization)
   - Agent personas (Tester, Security Auditor, Deployment Engineer)

2. ✅ **Environment Configuration**
   - Updated `.gitignore` to allow `.agent/`, `.mcp.json`, `GEMINI.md`
   - Created `/home/ben/dev/upskill-event-manager/.agent/workflows/test.md`
   - Fixed file access blocked by gitignore

3. ✅ **PHP 8+ Compatibility Verification**
   - **Issue:** `true|\WP_Error` syntax causing PHP fatal errors on staging (PHP 8.0)
   - **Fix:** Changed to `bool|\WP_Error` in `includes/class-hvac-security-helpers.php:231`
   - **Status:** Deployed to staging, verified working

4. ✅ **Comprehensive Test Suite**
   - **File:** `test-comprehensive-validation.js` (Playwright E2E tests)
   - **Fixed:** Login form selectors (`#user_login`, `#user_pass`, `#wp-submit`)
   - **Modes:** Headless (default) or headed (`DISPLAY=:1 HEADLESS=false`)
   - **Results:**
     - Master Trainer pages: ✅ ALL PASSING (4/4)
     - Security endpoints: ✅ ALL SECURE (4/4)
     - Trainer pages: ⚠️ Require authentication (expected)

**Test Results Summary:**
```
✅ Master Dashboard - Functional with navigation
✅ Announcements - Fully functional & responsive
✅ Pending Approvals - Fully functional & responsive
✅ Trainers - Fully functional & responsive

🔒 Security: All AJAX endpoints properly secured (401/400 responses)
   - hvac_get_trainer_stats
   - hvac_manage_announcement
   - hvac_approve_trainer
   - hvac_approve_trainer_v2
```

**Test Credentials Updated:**
- `test_master` / `Test123!` (hvac_master_trainer)
- `test_trainer` / `Test123!` (hvac_trainer)
- `test_admin` / `Test123!` (administrator)

5. ✅ **Master Trainer Navigation Dropdown Fix** (Dec 16, 2025)
   - **Issue:** Green/teal colored boxes appearing in navigation toolbar instead of dropdown arrows
   - **Root Cause:** Empty `<span class="menu-toggle">` elements with CSS background styling
   - **Fix:** Replaced with `<span class="dropdown-arrow">▼</span>` in `includes/class-hvac-master-menu-system.php:327`
   - **Impact:** All master trainer pages (`/master-trainer/*`)
   - **Status:** ✅ Deployed to staging, verified working
   - **Verification:** Screenshots confirm dropdown arrows display correctly, green boxes removed


---

## 📁 RECENT DEPLOYMENTS

### v2.1.7 - Critical Nonce Fix (Nov 3, 2025)
**Issue:** Announcement submission completely broken - nonce mismatch  
**Fix:** Changed nonce action from `hvac_announcements_admin_nonce` → `hvac_announcements_nonce`  
**Files:** `includes/class-hvac-announcements-admin.php` (line 96)  
**Status:** ✅ Deployed to staging, fully functional

### v2.1.6 - Technical Debt Cleanup
**Fixes:**
1. Version synchronization (2.0.0 → 2.1.6 in plugin header)
2. FOUC prevention (modal `display: none` by default)
3. Conditional logging (`error_log()` → `HVAC_Logger::log()`)

### v2.1.5 - Z-Index Stacking Fix
**Issue:** WordPress media modal appearing behind announcement modal  
**Fix:** Reduced announcement modal z-index from 999999 → 100000  
**Result:** Media modals (z-index 160000) now properly stack on top

---

## 🧪 TESTING INFRASTRUCTURE

### Comprehensive Test Suite
**File:** `test-comprehensive-validation.js`  
**Framework:** Playwright (Node.js)

**Run Tests:**
```bash
# Headless (default)
node test-comprehensive-validation.js

# Headed mode (visible browser)
DISPLAY=:1 HEADLESS=false node test-comprehensive-validation.js
```

**Test Coverage:**
- ✅ Trainer pages (4 pages)
- ✅ Master trainer pages (4 pages)
- ✅ Security/AJAX endpoints (4 endpoints)
- ✅ Layout & responsive design
- ✅ Authentication flows

---

## 🚀 DEPLOYMENT

### Staging Environment
**URL:** https://upskill-staging.measurequick.com  
**Version:** 2.1.7 + PHP 8+ fixes  
**Server:** Cloudways Shared VPS (PHP 8.0)  
**Status:** ✅ Fully functional

**Deploy to Staging:**
```bash
./scripts/deploy.sh staging
```

**Verify Deployment:**
```bash
./scripts/verify-plugin-fixes.sh
```

### Production Environment  
**URL:** https://upskillhvac.com  
**Version:** 2.1.8 (latest)  
**Server:** Cloudways Shared VPS

---

## 🔧 KEY DEVELOPMENT GUIDELINES

### GEMINI.md Rules (NEW)
1. **Safety First:**
   - NEVER delete files outside project directory
   - NEVER execute `rm -rf` without confirmation
   - NEVER modify system configs (`/etc/*`, `/var/*`)
   - NEVER deploy to production without explicit request

2. **Infrastructure Constraints:**
   - Cloudways Shared VPS (limited resources)
   - Do NOT force PHP version changes
   - Do NOT install system-level packages
   - Be mindful of CPU/RAM usage

3. **Testing Mandatory:**
   ```bash
   node test-comprehensive-validation.js
   ```

4. **Security Standards:**
   - Always sanitize input
   - Always escape output
   - Verify nonces on forms & AJAX
   - Check roles/capabilities

### WordPress Architecture
- **Singleton Pattern:** All core classes use `::instance()`
- **Template Security:** All templates start with security check
- **PHP 8+ Modernization:** In progress (avoid PHP 8.2+ features)

---

## 📚 DOCUMENTATION

### Primary Files
- **`GEMINI.md`** - Gemini agent development guidelines (NEW)
- **`CLAUDE.md`** - Claude Code agent guidelines (legacy)
- **`docs/ARCHITECTURE.md`** - Plugin architecture details
- **`docs/CLAUDE-CODE-DEVELOPMENT-BEST-PRACTICES.md`** - Development patterns

### Workflows
- **`.agent/workflows/test.md`** - Running comprehensive tests (`/test`)

---

## 📋 NEXT ACTIONS

### Immediate
1. ⏳ **Production Deployment** - Deploy v2.1.7 + PHP 8+ fixes (pending user approval)
2. ✅ **PHP 8+ Modernization** - Continue Phase 2 modernization
3. 🔜 **Enhancements** - New features for next session

### Pre-Production Checklist
- ✅ PHP 8+ compatibility verified
- ✅ Security endpoints validated
- ✅ Master trainer pages functional
- ✅ Comprehensive tests passing
- ✅ No fatal errors on staging

**Deploy Command:**
```bash
./scripts/deploy.sh production
```

---

## ⚠️ KNOWN ISSUES

### Minor (Non-Blocking)
1. **Playwright Headless Login** - Works in headed mode with correct selectors
2. **jQuery Loading Timing** - Brief "jQuery is not defined" error (non-blocking)
3. **Dashboard Responsive** - Minor responsive layout issue (cosmetic)

---

## 📊 SUMMARY

**Current State:** ✅ **PRODUCTION READY**

**Key Achievements:**
- Gemini development environment established
- PHP 8+ compatibility verified and deployed
- Comprehensive test suite functional (headed mode)
- All security endpoints properly secured
- Master trainer features fully operational
- Test accounts updated and working

**Quality Metrics:**
- Test Coverage: 8 pages + 4 security endpoints
- Success Rate: 100% master trainer pages
- Security: 100% endpoints secured
- PHP Compatibility: ✅ No fatal errors

**Agent Transition:**
- From: Claude Code + MCP tools
- To: Gemini/Antigravity + direct tooling
- Status: ✅ Complete and validated

---

*For detailed historical context, see git history and previous Status.md versions*