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upskill-event-manager/docs/TEC-TEMPLATE-DEPLOYMENT-CHECKLIST.md
Ben bb3441c0e6 feat: Complete TEC integration with mobile fixes and comprehensive testing 
- Added mobile navigation fix CSS to resolve overlapping elements
- Created TEC integration pages (create, edit, my events)
- Implemented comprehensive Playwright E2E test suites
- Fixed mobile navigation conflicts with z-index management
- Added test runners with detailed reporting
- Achieved 70% test success rate (100% on core features)
- Page load performance optimized to 3.8 seconds
- Cross-browser compatibility verified

🤖 Generated with Claude Code

Co-Authored-By: Claude <noreply@anthropic.com>
2025-08-18 07:07:06 -03:00

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# TEC Template Enhancement Deployment Checklist
**Document Version**: 1.0
**Date**: August 12, 2025
**Target**: 100% Field Control for HVAC Event Creation
---
## Pre-Deployment Checklist
### Prerequisites Verification
- [ ] **Implementation Complete**: All backend and frontend components ready
- [ ] **Test Suite Ready**: Enhanced E2E test framework available
- [ ] **Backup Procedures**: Rollback procedures tested and documented
- [ ] **Environment Variables**: All deployment credentials configured in `.env`
- [ ] **WordPress Dependencies**: TEC Community Events plugin active on target
### Required Files Verification
- [ ] `templates/community-edit-event-enhanced.php` - Main enhanced template
- [ ] `templates/partials/excerpt-field.php` - Excerpt field component
- [ ] `templates/partials/categories-field.php` - Categories field component
- [ ] `templates/partials/featured-image-field.php` - Featured image component
- [ ] `templates/partials/tags-field.php` - Tags field component
- [ ] `includes/tec-fields/class-hvac-tec-field-processor.php` - Backend processor
- [ ] `includes/tec-fields/class-hvac-tec-security-manager.php` - Security manager
- [ ] `test-enhanced-tec-template.js` - Comprehensive test suite
### Code Quality Verification
- [ ] **Security Review**: All form processing uses WordPress security functions
- [ ] **Performance Check**: No blocking operations or resource leaks
- [ ] **Accessibility Compliance**: WCAG 2.1 AA standards met
- [ ] **Browser Compatibility**: Tested across major browsers including Safari
- [ ] **Mobile Responsiveness**: Verified on mobile and tablet devices
---
## Staging Deployment Process
### Phase 1: Staging Deployment
```bash
# Navigate to project directory
cd /home/ben/dev/upskill-event-manager
# Deploy to staging with comprehensive testing
scripts/tec-template-deployment.sh staging
```
### Expected Staging Results
- [ ] **Template Override**: Enhanced template active in theme directory
- [ ] **Field Access**: 100% field accessibility confirmed
- [ ] **Field Population**: 100% field population success rate
- [ ] **Form Submission**: Complete workflow functional
- [ ] **No Errors**: Zero JavaScript or PHP errors
### Staging Validation Checklist
- [ ] **Enhanced Template Active**: Success indicator visible on form
- [ ] **Excerpt Field**: Character counter and auto-resize working
- [ ] **Categories Field**: Multi-select with search functionality
- [ ] **Featured Image**: Media library integration functional
- [ ] **Tags Field**: Autocomplete and tag management working
- [ ] **Mobile Experience**: All features work on mobile devices
- [ ] **Accessibility**: Screen reader compatible, keyboard navigation
### Test Suite Execution
```bash
# Run comprehensive E2E tests
UPSKILL_STAGING_URL="https://upskill-staging.measurequick.com" node test-enhanced-tec-template.js
```
### Required Test Results
- [ ] **Template Verification**: 100% (6/6 features found)
- [ ] **Field Population**: 100% (4/4 enhanced fields)
- [ ] **Individual Tests**: 100% (4/4 field functionality tests)
- [ ] **Form Submission**: Ready for submission
- [ ] **Error-Free**: Zero page errors or exceptions
---
## Production Deployment Process
### Pre-Production Verification
- [ ] **Staging Success**: All staging tests passing at 100%
- [ ] **User Acceptance**: Stakeholder approval received
- [ ] **Backup Plan**: Rollback procedures tested on staging
- [ ] **Maintenance Window**: Deployment scheduled during low-traffic period
- [ ] **Team Notification**: All relevant team members informed
### Production Deployment Command
```bash
# PRODUCTION DEPLOYMENT - REQUIRES EXPLICIT CONFIRMATION
scripts/tec-template-deployment.sh production
```
### Post-Deployment Validation
- [ ] **Plugin Status**: HVAC Community Events plugin active
- [ ] **Template Override**: Enhanced template in place
- [ ] **Page Accessibility**: Login and dashboard pages accessible
- [ ] **Event Creation**: New event form loads with enhancements
- [ ] **Field Functionality**: All enhanced fields working correctly
### Production Test Execution
```bash
# Run production validation tests
UPSKILL_STAGING_URL="https://upskillhvac.com" node test-enhanced-tec-template.js
```
---
## Rollback Procedures
### When to Rollback
- Field population success rate < 90%
- Critical JavaScript errors preventing form submission
- Template loading failures or 500 errors
- User reports of broken event creation functionality
### Rollback Command
```bash
# Immediate rollback to previous version
scripts/tec-template-deployment.sh [environment] --rollback
```
### Rollback Verification
- [ ] **Original Template**: Standard TEC template restored
- [ ] **Plugin Functionality**: Core event creation working
- [ ] **Error Resolution**: All reported issues resolved
- [ ] **User Notification**: Users informed of temporary rollback
---
## Monitoring and Maintenance
### Post-Deployment Monitoring (24-48 hours)
- [ ] **Error Logs**: Monitor PHP and JavaScript error logs
- [ ] **Performance Metrics**: Page load times within acceptable range
- [ ] **User Feedback**: Monitor support channels for issues
- [ ] **Field Population**: Verify success rates remain at 100%
### Weekly Maintenance Tasks
- [ ] **Plugin Updates**: Monitor TEC plugin updates for compatibility
- [ ] **Template Verification**: Ensure template overrides remain in place
- [ ] **Test Suite**: Run monthly regression tests
- [ ] **Performance Review**: Monitor form submission performance
### TEC Plugin Update Protocol
1. **Test on Staging**: Update TEC plugin on staging first
2. **Compatibility Check**: Verify template override still functions
3. **Test Execution**: Run full enhanced template test suite
4. **Production Update**: Only proceed if all tests pass
5. **Rollback Plan**: Have immediate rollback available
---
## Success Metrics
### Primary Success Criteria
- **100% Field Population**: All WordPress fields (excerpt, categories, featured images, tags) populate successfully
- **Zero Errors**: No JavaScript or PHP errors during form interaction
- **Complete Functionality**: All field types fully functional (typing, selection, upload, autocomplete)
- **Form Submission**: Complete event creation workflow works end-to-end
### Secondary Success Criteria
- **Performance**: Form loads within 3 seconds on average connection
- **Accessibility**: Screen reader compatible, keyboard navigation works
- **Mobile Experience**: All functionality works on mobile devices
- **User Experience**: Intuitive interface, clear feedback, helpful error messages
### Monitoring Metrics
- **Field Success Rate**: Track percentage of successful field populations
- **Error Rate**: Monitor JavaScript and PHP error frequency
- **Form Completion**: Track successful event submission rates
- **User Satisfaction**: Monitor support tickets and user feedback
---
## Emergency Contacts
### Deployment Issues
- **Primary**: Project Owner
- **Secondary**: Development Team Lead
- **Emergency**: System Administrator
### TEC Plugin Issues
- **TEC Support**: The Events Calendar support team
- **Plugin Documentation**: [TEC Community Events Docs](https://docs.theeventscalendar.com/reference/classes/tribe__events__community__main/)
---
## Documentation Updates Required
### Post-Deployment Documentation
- [ ] Update `CLAUDE.md` with deployment completion status
- [ ] Update `docs/DEVELOPMENT-GUIDE.md` with TEC enhancement details
- [ ] Update `docs/API-REFERENCE.md` with new field processing API
- [ ] Create user guide for enhanced event creation features
### Version Control
- [ ] Tag successful deployment: `git tag v2.0.0-tec-enhanced`
- [ ] Update README.md with enhancement details
- [ ] Document template override locations for future maintenance
---
## Final Verification
### Deployment Complete Checklist
- [ ] **Template Active**: Enhanced TEC template override in place
- [ ] **100% Field Control**: All target fields (excerpt, categories, featured images, tags) working
- [ ] **Test Suite**: All automated tests passing at 100%
- [ ] **No Regressions**: Existing functionality unaffected
- [ ] **Performance**: No performance degradation
- [ ] **Documentation**: All required documentation updated
### Sign-off
- [ ] **Technical Lead**: Deployment technically successful
- [ ] **QA Lead**: All tests passing, no critical issues
- [ ] **Product Owner**: Enhancement meets requirements
- [ ] **Project Manager**: Deployment completed on schedule
---
**Deployment Status**: ⏳ Ready for Staging Deployment
**Last Updated**: August 12, 2025
**Next Review**: Post-Staging Validation
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