upskill-event-manager/COMPREHENSIVE-E2E-TESTING-PLAN.md

Comprehensive E2E Testing Plan for HVAC Community Events Plugin

Date: September 24, 2025 Version: 1.0 Purpose: Complete functional testing of staging site to identify bugs, blank pages, and optimization opportunities

Executive Summary

This document outlines a systematic approach to test all functionality of the HVAC Community Events WordPress plugin on the staging site. The plugin contains 50+ custom pages across multiple user roles and has undergone recent major system transformation.

Testing Objectives

1. Identify and document all bugs, blank pages, and broken functionality
2. Verify role-based access control works correctly
3. Test page content quality (not just successful loading)
4. Assess mobile responsiveness and UX consistency
5. Document optimization opportunities

Plugin Architecture Overview

User Roles

• Guest Users: Public access to login, registration, trainer directory
• hvac_trainer: Regular trainer functionality
• hvac_master_trainer: All trainer functions plus administrative capabilities

Page Categories

• Trainer Pages: /trainer/* - Dashboard, profile, events, resources
• Master Trainer Pages: /master-trainer/* - Dashboard, approvals, announcements
• Public Pages: Login, registration, trainer directory
• Admin Pages: Event management, certificates, venues, organizers

5-Phase Testing Strategy

Phase 1: Setup and Environment Verification

Objectives: Establish testing environment and baseline

• Verify staging site accessibility
• Confirm test user accounts for each role exist
• Set up MCP Playwright browser environment
• Document current system state

Test Users Required:

- guest_user (no account)
- test_trainer (hvac_trainer role)
- test_master_trainer (hvac_master_trainer role)

Phase 2: Access Control Matrix Testing

Critical Security Testing: Verify role-based access restrictions

Page/Feature	Guest	Trainer	Master	Expected Result
/training-login/	✓	✓	✓	All can access
/trainer/registration/	✓	✓	✓	All can access
/trainer/dashboard/	✗	✓	✓	Redirect/deny guests
/master-trainer/dashboard/	✗	✗	✓	Masters only
/find-trainer/	✓	✓	✓	Public access

Additional Security Tests:

• URL manipulation attempts (direct navigation to restricted pages)
• AJAX endpoint security verification
• Cross-role data visibility checks
• Privilege escalation prevention

Phase 3: Page-by-Page Content Verification

High Priority Pages (Test First):

1. /trainer/dashboard/ - Main trainer interface
2. /master-trainer/dashboard/ - Master trainer interface
3. /trainer/event/manage/ - Event creation/editing
4. /master-trainer/announcements/ - Announcements management
5. /trainer/certificate-reports/ - Certificate viewing
6. /find-trainer/ - Public trainer directory

For Each Page Test:

• ✅ Page loads without 404/500 errors
• ✅ Contains expected content (not blank)
• ✅ Navigation elements present and functional
• ✅ No JavaScript console errors
• ✅ Mobile responsive layout
• ✅ Forms function correctly
• ✅ AJAX operations work
• ✅ Performance under 3 seconds

Phase 4: Critical Workflow Functional Testing

Workflow 1: User Registration → Login → Dashboard

1. Guest visits /trainer/registration/
2. Completes registration form
3. Account requires approval
4. Master trainer approves account
5. Trainer logs in via /training-login/
6. Redirected to /trainer/dashboard/
7. Dashboard displays correctly

Workflow 2: Event Management

1. Trainer logs in
2. Navigates to /trainer/event/manage/
3. Creates new event via TEC integration
4. Edits event details
5. Publishes event
6. Event appears in listings

Workflow 3: Certificate Generation

1. Trainer completes event
2. Navigates to /trainer/certificate-reports/
3. Generates attendee certificates
4. Downloads/views certificates
5. Certificates display correctly

Workflow 4: Master Trainer Administration

1. Master trainer logs in
2. Reviews pending approvals
3. Manages system announcements
4. Accesses Google Sheets integration
5. Performs import/export operations

Phase 5: Performance and UX Testing

Performance Metrics:

• Page load time < 3 seconds
• Time to interactive < 5 seconds
• No render-blocking resources
• Mobile page speed score > 80

UX Assessment:

• Navigation consistency across pages
• Form validation and error messaging
• Modal dialogs and overlays
• Mobile tablet and phone usability
• Accessibility compliance (basic)

Expert Analysis Integration

Key Recommendations from Expert Review:

1. Test Data Strategy

• Implement repeatable test data management
• Create consistent user fixtures for each role
• Mock content for edge cases
• Data state management between test runs

2. WordPress-Specific Testing

• Plugin interaction with WordPress core
• Hook/filter integration testing
• Database migration validation
• Multisite compatibility (if applicable)

3. Risk-Based Testing Focus

• 60% effort on post-transformation regression testing
• Focus on 5-10 business-critical workflows
• Data integrity validation for existing users
• Performance regression vs pre-transformation

Testing Implementation

Tools

• Primary: MCP Playwright browser tools for headed testing
• Secondary: Standard Playwright for automated verification
• Environment: Staging site with real UI interaction

Bug Reporting Format

**Bug ID**: HVAC-001
**Severity**: Critical/High/Medium/Low
**Page**: /trainer/dashboard/
**User Role**: hvac_trainer
**Description**: Brief description
**Steps to Reproduce**:
1. Step 1
2. Step 2
**Expected Result**: What should happen
**Actual Result**: What actually happens
**Screenshot**: [Attach if applicable]
**Console Errors**: [Any JS errors]
**Mobile Impact**: Yes/No

Success Criteria

• Zero critical bugs affecting core functionality
• All pages load with proper content
• Role-based access control functioning correctly
• Mobile responsive on all tested devices
• Performance metrics meet established benchmarks

Timeline and Priorities

Week 1: Phases 1-2 (Setup, Access Control) Week 2: Phase 3 (High Priority Pages) Week 3: Phase 4 (Critical Workflows) Week 4: Phase 5 (Performance, Full Coverage)

Risk Mitigation

High Risk Areas:

• Pages affected by recent "master trainer system transformation"
• TEC integration points (event creation/editing)
• AJAX-heavy interfaces
• Role permission boundaries

Mitigation Strategies:

• Test with realistic data volumes
• Focus on transformation impact areas first
• Document WordPress-specific integration issues
• Create rollback scenarios for critical failures

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This comprehensive testing plan ensures systematic coverage of all plugin functionality while identifying optimization opportunities and critical bugs that could affect user experience.