upskill-event-manager/docs/TAXONOMY-TESTING-PLAN.md

HVAC Taxonomy Implementation Testing Plan

Overview

This document outlines comprehensive testing procedures for the HVAC Trainer Profile taxonomy conversion, which converts 5 text fields to proper WordPress taxonomies:

• business_type → business_type taxonomy
• training_audience → training_audience taxonomy
• training_formats → training_formats taxonomy
• training_locations → training_locations taxonomy
• training_resources → training_resources taxonomy

Pre-Testing Setup

1. Backup Data

# Backup database
wp db export backup_$(date +%Y%m%d_%H%M%S).sql

# Backup uploads directory
tar -czf uploads_backup_$(date +%Y%m%d_%H%M%S).tar.gz wp-content/uploads/

2. Environment Verification

# Verify WordPress installation
wp core verify-checksums

# Check plugin status
wp plugin status hvac-community-events

# Verify user roles
wp role list

Phase 1: Backend Infrastructure Testing

1.1 Taxonomy Registration

# Run automated test script
bin/test-taxonomy-implementation.sh

# Manual verification
wp eval "var_dump(get_taxonomies(['public' => true], 'names'));"

Expected Results:

• All 5 taxonomies registered: business_type, training_audience, training_formats, training_locations, training_resources
• Each taxonomy has correct labels and settings
• Default terms created automatically

1.2 Default Terms Verification

# Check term counts
wp term list business_type --format=table
wp term list training_audience --format=table
wp term list training_formats --format=table
wp term list training_locations --format=table
wp term list training_resources --format=table

Expected Results:

• Business Type: 7 terms (Manufacturer, Distributor, Contractor, Consultant, Educator, Government, Other)
• Training Audience: 4 terms (Anyone, Industry professionals, Internal staff, Registered students)
• Training Formats: 4 terms (In-person, Virtual, Hybrid, On-demand)
• Training Locations: 5 terms (Online, Local, Regional Travel, National Travel, International Travel)
• Training Resources: 12 terms (Classroom, Training Lab, various equipment types, etc.)

1.3 Post Type Integration

# Verify trainer profile post type
wp post list --post_type=trainer_profile --format=table

# Test taxonomy assignment
wp post term add [PROFILE_ID] business_type Contractor
wp post term list [PROFILE_ID] business_type --format=table

Phase 2: Data Migration Testing

2.1 Pre-Migration State

# Document current user meta data
wp user meta list [USER_ID] --format=table | grep -E "(business_type|training_)"

# Document current profile meta data  
wp post meta list [PROFILE_ID] --format=table | grep -E "(business_type|training_)"

2.2 Migration Execution

# Test dry-run migration first
wp eval "
require_once ABSPATH . 'wp-content/plugins/hvac-community-events/includes/taxonomy-migration.php';
\$result = HVAC_Taxonomy_Migration::run_migration(true);
print_r(\$result);
"

# Run actual migration
wp eval "
require_once ABSPATH . 'wp-content/plugins/hvac-community-events/includes/taxonomy-migration.php';
\$result = HVAC_Taxonomy_Migration::run_migration(false);
print_r(\$result);
"

Expected Results:

• Migration completes without errors
• All existing text data converted to taxonomy terms
• Old meta fields cleaned up
• No data loss occurs

2.3 Post-Migration Verification

# Verify taxonomy assignments
wp post term list [PROFILE_ID] business_type --format=table
wp post term list [PROFILE_ID] training_audience --format=table

# Verify old meta fields removed
wp post meta list [PROFILE_ID] --format=table | grep -E "(business_type|training_)"

Phase 3: User Interface Testing

3.1 Registration Form Testing

Test Cases:

1. Navigate to registration form /trainer/registration/
2. Verify taxonomy fields display correctly:
   • Business Type: Radio buttons with taxonomy terms
   • Training Audience: Checkboxes with taxonomy terms
   • Training Formats: Checkboxes with taxonomy terms
   • Training Locations: Checkboxes with taxonomy terms
   • Training Resources: Checkboxes with taxonomy terms
3. Test form submission:
   • Select options from each taxonomy field
   • Submit form
   • Verify successful registration
   • Check that taxonomy terms are assigned to created profile

Expected Results:

• All taxonomy fields load dynamically from database
• Form validation works correctly
• Profile creation assigns correct taxonomy terms
• Fallback to hardcoded options if taxonomies unavailable

3.2 Profile Edit Testing (Legacy Template)

Test Cases:

1. Navigate to profile edit /trainer/profile/edit/
2. Verify current values display correctly:
   • Check that existing taxonomy selections are pre-selected
   • Verify fallback to user meta if profile not migrated yet
3. Test form updates:
   • Change taxonomy selections
   • Save form
   • Verify changes persist

3.3 Profile Edit Testing (Master Trainer)

Test Cases:

1. Navigate to master trainer profile edit
2. Verify taxonomy checkboxes display:
   • Training Audience: Multiple checkboxes
   • Training Formats: Multiple checkboxes
   • Training Locations: Multiple checkboxes
   • Training Resources: Multiple checkboxes
3. Test AJAX form updates:
   • Change selections
   • Save via AJAX
   • Verify changes applied to taxonomy terms

3.4 Profile Display Testing

Test Cases:

1. Navigate to profile view /trainer/profile/
2. Verify taxonomy terms display correctly:
   • Business type shows as single value
   • Other taxonomies show as comma-separated lists
3. Test with different user roles:
   • Regular trainer: Can edit own profile
   • Master trainer: Can edit any profile
   • Administrator: Full access

Phase 4: Integration Testing

4.1 CSV Import Testing

Test Cases:

1. Prepare test CSV with taxonomy data
2. Run CSV import process
3. Verify taxonomy assignment:

   # Check if taxonomies assigned correctly
   wp post term list [IMPORTED_PROFILE_ID] business_type --format=table
   

Expected Results:

• CSV data correctly parsed and assigned to taxonomies
• Multiple values (comma-separated) handled correctly
• New terms created automatically if needed

4.2 Role-Based Permission Testing

Test Cases:

1. Create test users with different roles:

   wp user create test_trainer test@trainer.com --role=hvac_trainer
   wp user create test_master test@master.com --role=hvac_master_trainer
   

2. Test profile access permissions:
   • Regular trainer: Can only edit own profile
   • Master trainer: Can edit any profile
   • Administrator: Full access to all profiles
3. Test taxonomy management permissions:
   • Verify who can create new taxonomy terms
   • Test bulk taxonomy operations

4.3 AJAX Handler Testing

Test Cases:

1. Test profile save AJAX:
   • Modify taxonomy selections via AJAX
   • Verify server response
   • Check database updates
2. Test auto-save functionality:
   • Verify safe fields auto-save correctly
   • Test taxonomy field auto-save (if enabled)

Phase 5: Performance Testing

5.1 Database Query Analysis

# Enable query debugging
wp config set WP_DEBUG true
wp config set SAVEQUERIES true

# Test page load performance
curl -w "@curl-format.txt" -o /dev/null -s "http://localhost/trainer/profile/edit/"

5.2 Large Dataset Testing

Test Cases:

1. Create multiple profiles with taxonomy data
2. Test form rendering performance
3. Test taxonomy query performance
4. Monitor memory usage

Phase 6: Error Handling Testing

6.1 Taxonomy Unavailable Testing

Test Cases:

1. Temporarily disable taxonomy registration
2. Test form fallback behavior:
   • Verify hardcoded options display
   • Test form submission still works
3. Re-enable taxonomies and verify recovery

6.2 Migration Error Testing

Test Cases:

1. Test migration with corrupted data
2. Test migration rollback
3. Test partial migration scenarios

Phase 7: Cross-Browser Testing

7.1 Browser Compatibility

• Chrome: Latest version
• Firefox: Latest version
• Safari: Latest version
• Edge: Latest version

7.2 Mobile Testing

• iOS Safari: Test form interactions
• Android Chrome: Test form interactions
• Responsive design: Verify taxonomy checkboxes display correctly

Phase 8: Security Testing

8.1 Input Validation

• Test XSS protection on taxonomy term names
• Test SQL injection protection
• Verify nonce validation

8.2 Permission Bypass Testing

• Attempt to edit profiles without permission
• Test direct taxonomy term creation
• Verify AJAX security

Phase 9: Backward Compatibility Testing

9.1 Legacy Data Testing

• Test profiles created before taxonomy implementation
• Verify migration handles edge cases
• Test mixed environments (some migrated, some not)

9.2 API Compatibility

• Test existing API endpoints still work
• Verify shortcode compatibility
• Test theme integration

Test Automation

Automated Test Suite

# Run all automated tests
bin/test-taxonomy-implementation.sh

# Run specific test categories
npm test -- --grep "taxonomy"

Continuous Integration

• Set up automated testing on staging deployments
• Monitor taxonomy performance metrics
• Alert on migration failures

Success Criteria

Functional Requirements ✅

• All 5 taxonomies registered and functional
• Default terms created correctly
• Migration script converts existing data without loss
• Forms display taxonomy options dynamically
• Profile editing works with taxonomies
• CSV import handles taxonomy data
• Permissions work correctly

Performance Requirements ✅

• Page load times < 2 seconds
• Form rendering < 500ms
• Database queries optimized
• Memory usage within limits

Security Requirements ✅

• Input validation working
• Permission system secure
• No XSS vulnerabilities
• AJAX properly secured

Usability Requirements ✅

• Forms are intuitive
• Error messages are clear
• Mobile experience is good
• Accessibility requirements met

Rollback Plan

If critical issues are discovered:

1. Immediate Actions:

   # Restore database backup
   wp db import backup_YYYYMMDD_HHMMSS.sql
   
   # Revert plugin to previous version
   git checkout [PREVIOUS_COMMIT]
   scripts/deploy.sh staging
   

2. Data Preservation:

   • Export any new taxonomy data
   • Document issues for future fixes
   • Communicate with users about temporary reversion

3. Fix and Redeploy:

   • Address identified issues
   • Re-run testing suite
   • Deploy fixes when ready

Documentation Updates

After successful testing:

• Update API documentation
• Create user guides for new taxonomy features
• Update developer documentation
• Record lessons learned for future migrations