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.*