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

8.4 KiB

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

# 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

# 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

# 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

# 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

# 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


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