993a820a84
- Add 26 documentation files including test reports, deployment guides, and troubleshooting documentation - Include 3 CSV data files for trainer imports and user registration tracking - Add 43 JavaScript test files covering mobile optimization, Safari compatibility, and E2E testing - Include 18 PHP utility files for debugging, geocoding, and data analysis - Add 12 shell scripts for deployment verification, user management, and database operations - Update .gitignore with whitelist patterns for development files, documentation, and CSV data 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
136 lines
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3.7 KiB
Markdown
136 lines
No EOL
3.7 KiB
Markdown
# HVAC Trainer Role Migration Guide
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**Date**: July 23, 2025
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**Issue**: Master dashboard not showing all HVAC trainers
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**Resolution**: Legacy role migration from `event_trainer` to `hvac_trainer`
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---
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## Problem Description
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The master dashboard was only showing 4 out of 15 HVAC trainer users. Investigation revealed that 11 users had the legacy `event_trainer` role instead of the current `hvac_trainer` role.
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### Root Cause
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- Master dashboard code only queries for users with `hvac_trainer` and `hvac_master_trainer` roles
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- 11 users had legacy `event_trainer` role from previous development
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- These users were invisible to the master dashboard analytics
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---
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## Solution Summary
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**Migration Process**: Convert all `event_trainer` users to `hvac_trainer` role
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**Users Migrated**:
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1. andys@genzryan.com
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2. ben@tealmaker.com
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3. david@hvacinstituteinc.com
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4. dpetz@johnstonenjpa.com
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5. eric.energy@gmail.com
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6. Greg.a.kula@gmail.com
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7. hhr.handc@gmail.com
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8. janderson@sila.com
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9. mnantel@republicsupplyco.com
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10. rigobertohugo19 (info103@noreply0.com)
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11. thoffmaster@hoffmastermechanical.com
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---
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## Migration Script
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The migration was performed using `migrate-event-trainers.sh`:
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```bash
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#!/bin/bash
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# Migration script: migrate-event-trainers.sh
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# For each event_trainer user:
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wp user remove-role "$username" event_trainer
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wp user add-role "$username" hvac_trainer
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```
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### Verification Commands
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```bash
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# Check role counts before migration
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wp user list --role=event_trainer --format=count
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wp user list --role=hvac_trainer --format=count
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# Perform migration
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./migrate-event-trainers.sh
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# Verify migration completed
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wp user list --role=event_trainer --format=count # Should be 0
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wp user list --role=hvac_trainer --format=count # Should be 14
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```
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---
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## Results
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### Before Migration
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- **HVAC Trainers**: 3 users
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- **Event Trainers**: 11 users (invisible to master dashboard)
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- **Master Dashboard**: Showed 4 total trainers
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### After Migration
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- **HVAC Trainers**: 14 users ✅
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- **HVAC Master Trainers**: 3 users ✅
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- **Event Trainers**: 0 users ✅
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- **Master Dashboard**: Shows 15 total trainers ✅
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### Master Dashboard Statistics
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- **Total Trainers**: 15 (increased from 4)
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- **Total Events**: 16 events across all trainers
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- **Complete Analytics**: All trainer data now visible
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- **Legacy Cleanup**: All `event_trainer` role artifacts removed
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---
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## Prevention
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To prevent similar issues in the future:
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1. **Consistent Role Naming**: Always use `hvac_trainer` for trainer users
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2. **Role Verification**: Check user roles during testing
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3. **Master Dashboard Testing**: Verify all trainers appear in analytics
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4. **Migration Scripts**: Keep role migration scripts for future use
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---
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## Testing Verification
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**Master Dashboard Query Test**:
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```php
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$trainer_users = get_users(array(
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'role__in' => array('hvac_trainer', 'hvac_master_trainer'),
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'fields' => 'ID'
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));
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// Should return 15 users after migration
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```
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**Master Dashboard Access**:
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- Login as master trainer: joe@measurequick.com
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- Navigate to: `/master-trainer/dashboard/`
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- Verify: 15 trainers visible in analytics
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- Confirm: All trainer statistics display correctly
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---
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## Files Modified
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1. **Migration Script**: `migrate-event-trainers.sh` (created)
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2. **Verification Script**: `verify-master-dashboard-data.sh` (created)
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3. **Documentation**: `CLAUDE.md` (updated with fix details)
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4. **Documentation**: `README.md` (updated user counts)
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---
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## Deployment Notes
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- **Code Changes**: No code changes required (only data migration)
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- **Database Changes**: User role metadata updated
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- **Cache Clearing**: Automatic via deployment script
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- **Verification**: Master dashboard functionality confirmed
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The migration resolved the issue completely and all HVAC trainers are now properly visible in the master dashboard analytics. |