upskill-event-manager/Status.md

# HVAC Community Events - Project Status

**Last Updated:** January 9, 2026
**Current Session:** Master Trainer Profile Edit Enhancement - Complete
**Version:** 2.1.12 (Deployed to Production)

---

## 🎯 CURRENT SESSION - MASTER TRAINER PROFILE EDIT ENHANCEMENT (Jan 9, 2026)

### Status: ✅ **COMPLETE - Deployed to Production**

**Objective:** Fix broken button styling and add all trainer profile fields to the master trainer profile edit page.

**Issues Fixed:**
1. **Button Styling Broken** - "Back to Dashboard" and "Cancel" buttons appeared faded/invisible due to CSS conflicts with theme
2. **Missing Profile Fields** - Only showing basic name fields, needed all trainer profile fields
3. **No Password Reset** - Master trainers couldn't trigger password resets for trainers they manage

### Changes Made

1. ✅ **Fixed Button Styling** (`templates/page-master-trainer-profile-edit-simple.php`)
   - Added scoped CSS with new class names (`hvac-btn-primary`, `hvac-btn-secondary`, `hvac-btn-outline`)
   - Avoids theme CSS conflicts by using page-specific selectors
   - Proper colors, hover states, and responsive behavior

2. ✅ **Added All Profile Fields** (6 complete sections)
   - **Profile Settings:** Visibility (Public/Private)
   - **Certification Information:** Status, Type, Date Certified
   - **Personal Information:** Name, Email, LinkedIn URL, Bio
   - **Professional Information:** Accreditation, Training Audience/Formats/Locations/Resources (checkboxes)
   - **Business Information:** Business Type, Revenue Target, Application Details
   - **Location Information:** City, State, Country, Coordinates with re-geocode button

3. ✅ **Added Password Reset Button**
   - New "Send Password Reset Email" button in Personal Information section
   - Uses WordPress built-in `retrieve_password()` function
   - Shows status feedback (Sending... / Sent! / Error)
   - Requires master trainer or admin permissions
   - All actions logged for audit trail

4. ✅ **Added AJAX Handler** (`includes/class-hvac-ajax-handlers.php`)
   - New `hvac_send_password_reset` endpoint
   - Nonce verification, permission checks, input validation
   - Secure implementation using WordPress core functions

### Files Modified
- `templates/page-master-trainer-profile-edit-simple.php` - Complete rewrite with all fields
- `includes/class-hvac-ajax-handlers.php` - Added password reset handler

### URLs
- **Production:** `https://upskillhvac.com/master-trainer/edit-trainer-profile/?user_id=75`
- **Staging:** `https://upskill-staging.measurequick.com/master-trainer/edit-trainer-profile/?user_id=75`

---

## 📋 PREVIOUS SESSION - TEC COMMUNITY EVENTS DEPENDENCY ANALYSIS (Jan 5, 2026)

### Status: ✅ **COMPLETE - Documented as Technical Debt**

**Objective:** Analyze whether "The Events Calendar: Community" (TEC CE) plugin is still being used after recent refactoring.

**Findings:**
- The plugin **still actively relies on TEC CE** for event creation/editing
- Core shortcode `[tribe_community_events]` is used in 7 template/class files
- TEC CE hooks are used for field processing and form customization
- `HVAC_Event_Manager` has custom CRUD capabilities but production paths use TEC CE

**Removal Scope:**
- **Estimated effort:** 9-14 days of development
- **Key work:** Custom forms, date pickers, validation, template updates, testing
- **Risk:** Recurring events complexity, Event Tickets integration

**Decision:** Deferred as technical debt. Current implementation is functional and stable.

### Deliverables
1. ✅ **Analysis Report:** `docs/reports/TEC-COMMUNITY-EVENTS-DEPENDENCY-ANALYSIS.md`
2. ✅ **CLAUDE.md Updated:** Added Technical Debt section
3. ✅ **Status.md Updated:** This entry

---

## 📋 PREVIOUS SESSION - SCHEDULED SYNC PERSISTENCE FIX (Dec 20, 2025)

### Status: ✅ **COMPLETE - Deployed to Production**

**Problem:** Scheduled sync showed "Not Scheduled" after page refresh, even though settings were saved correctly.

**Root Cause:**
- `HVAC_Zoho_Scheduled_Sync` was only loaded in admin context
- On non-admin requests (including WP-Cron), custom cron schedules weren't registered
- WordPress was clearing cron events because it didn't recognize the schedules

### Fixes Applied
1. ✅ **Load Scheduled Sync on ALL Requests** (`class-hvac-plugin.php`)
   - Moved `HVAC_Zoho_Scheduled_Sync::instance()` initialization to main plugin loader
   - Now loads alongside other schedulers (like Communication Scheduler)
   - Ensures cron schedules and action hooks are always registered

2. ✅ **Add `add_option` Hook** (`class-zoho-scheduled-sync.php`)
   - Added `add_option_hvac_zoho_auto_sync` hook for first-time setting creation
   - WordPress fires `add_option_` (not `update_option_`) on first save

3. ✅ **Explicit Scheduling in Save** (`class-zoho-admin.php`)
   - `save_settings()` now explicitly calls `schedule_sync()` or `unschedule_sync()`
   - Ensures scheduling works even when option value hasn't changed
   - `update_option_` hook only fires when value actually changes

### Files Modified
- `includes/class-hvac-plugin.php` - Load scheduled sync globally
- `includes/zoho/class-zoho-scheduled-sync.php` - Add first-time option hook
- `includes/admin/class-zoho-admin.php` - Explicit scheduling call

---

## 📋 PREVIOUS SESSION - PUBLIC MAP & DIRECTORY FIX (Dec 21, 2025)

### Status: 🔄 **IN PROGRESS - Deployed to Staging (Strategy H)**

**Problem:** Map markers missing. Data analysis reveals markers have identical Latitude and Longitude values (corruption).

**Root Cause:**
- IGM Plugin's client-side processing corrupts `longitude` by overwriting it with `latitude` immediately before rendering.
- Previous PHP Injection strategies (D-G) caused 500 errors due to `WP_Query` timing/context issues in the footer.

**Solution (Strategy H):**
1. ✅ **Javascript Interceptor:** Injected a robust interceptor script in `class-hvac-mapgeo-integration.php`.
2. ✅ **Mechanism:** Uses `Object.defineProperty` on `window.iMapsData` to catch the data assignment *before* the map plugin sees it.
3. ✅ **Repair Logic:** Detects corrupted markers (Lat == Lng) and instantly restores correct values from safe `lat`/`lng` backup keys provided by PHP.
4. ✅ **Cleanup:** Removed dangerous PHP query injections that were causing server errors.

**Current Status:**
- Fix deployed to Staging.
- Pending verification of visible markers and "Healed" console logs.

**Next Steps:**
1. Verify map renders correctly on Staging.
2. Deploy to Production.


---

## 📋 PREVIOUS SESSION - SCHEDULED ZOHO SYNC (Dec 19, 2025)

### Status: ✅ **COMPLETE - WP-Cron Scheduled Sync Implemented**

**Summary:**
- **Scheduled Sync:** WP-Cron job syncs new/modified records on configurable interval
- **Incremental Sync:** Only syncs records modified since last sync run
- **Admin UI:** Enable/disable toggle, interval selector (5min-daily), status display
- **Manual Trigger:** "Run Sync Now" button for testing

### Changes Made
1. ✅ **New File: `class-zoho-scheduled-sync.php`**
   - WP-Cron management with custom intervals
   - `run_scheduled_sync()` processes all data types
   - Tracks last sync time for incremental filtering
   - Stores results for status display

2. ✅ **Updated `class-zoho-sync.php`**
   - All 5 sync methods now accept `$since_timestamp` parameter
   - When provided, filters queries by `post_modified >= since_date`

3. ✅ **Updated `class-zoho-admin.php`**
   - Added `save_settings()` AJAX handler
   - Added `run_scheduled_sync_now()` AJAX handler
   - Enhanced admin UI with new intervals and status display

4. ✅ **Updated `zoho-admin.js`**
   - Settings form reloads page on save
   - "Run Sync Now" button with result display

### Interval Options
| Value | Frequency |
|-------|-----------|
| `every_5_minutes` | Every 5 minutes (default) |
| `every_15_minutes` | Every 15 minutes |
| `every_30_minutes` | Every 30 minutes |
| `hourly` | Hourly |
| `every_6_hours` | Every 6 hours |
| `daily` | Daily |

### Admin Page Location
- `/wp-admin/admin.php?page=hvac-zoho-sync`
- Look for "Scheduled Sync Settings" section

---

## 📋 PREVIOUS SESSION - BATCH SYNC ENHANCEMENT (Dec 18, 2025)

### Status: ✅ **COMPLETE - All Sync Tasks Now Auto-Iterate with Progress Bar**

**Summary:** 
- **All 5 Sync Types:** Now support batch pagination with auto-continue
- **Progress Bar:** Visual feedback showing `X of Y processed (N%)`
- **No Manual Repeating:** Frontend auto-loops until `has_more: false`
- **Orphan Cleanup:** Deleted 14 test attendees referencing deleted events

### Changes Made
1. ✅ **Backend Pagination:**
   - All sync methods (`sync_events`, `sync_users`, `sync_attendees`, `sync_rsvps`, `sync_purchases`) now accept `$offset` and `$limit` parameters
   - Each returns `has_more`, `next_offset`, and `total` for pagination
   - Admin endpoint updated to pass offset to sync methods
2. ✅ **Frontend Progress UI:**
   - New `syncWithProgress()` function replaces single AJAX calls
   - Auto-continues batches until complete
   - Progress bar shows percentage and count
   - Accumulated results across all batches

### Files Modified
- `includes/zoho/class-zoho-sync.php` - Pagination for all 5 sync methods
- `includes/admin/class-zoho-admin.php` - Offset parameter handling
- `assets/js/zoho-admin.js` - Progress bar + auto-continue logic

---

## 📋 PREVIOUS SESSION - ZOHO CRM ATTENDEE SYNC (Dec 17-18, 2025)

### Status: ✅ **COMPLETE - All Attendees Syncing Successfully**

**Summary:** 
- **Events Sync:** ✅ WORKING. 39 events synced with enhanced field mapping.
- **Attendees Sync:** ✅ WORKING. 50/50 synced, 0 errors, all contacts updated with custom fields.

### Issues Resolved
1. ✅ **Campaign Member Linking:**
   - Fixed API endpoint: `PUT /Contacts/{id}/Campaigns` (was `/Campaigns/{id}/Contacts/{id}`)
   - Fixed `log_debug()` visibility (private → public)
2. ✅ **Attendee Field Mapping:**
   - measureQuick Email → `Email` (primary, used for lookup)
   - Attendee Email → `Secondary_Email`
   - Attendee Cell Phone → `Mobile`
   - Company Role → `Primary_Role`
   - Fixed meta key: `_tec_tickets_commerce_attendee_fields` with hyphenated field names
3. ✅ **Email Fallback Logic:**
   - If attendee email empty, use measureQuick email (and vice versa)
   - Only fails if BOTH emails are empty
4. ✅ **DUPLICATE_DATA Handling:**
   - When Zoho returns "duplicate exists", extract existing contact ID from error
   - Use that ID to update instead of failing
5. ✅ **Existing Contact Updates:**
   - Existing contacts now updated via PUT with new field data on each sync

---


### Zoho CRM Integration - Staging Environment (Working)

**Status:** ✅ OAuth Working, Sync Methods Implemented, Dry-Run Tested

**Completed:**

1. ✅ **OAuth Authentication Verified**
   - Refresh token exists and is valid
   - API connection successful (53 modules accessible)
   - Read operations working (Contacts, Campaigns, Users)

2. ✅ **Read-Only API Tests Passed**
   - Organization Info: Manifold Cloud Services (America/Detroit)
   - Contacts: 5+ records readable (Tanner Moore, Pete Knochelmann, etc.)
   - Campaigns: 5+ records readable (Nov 28, Oct 23, etc.)
   - CRM Users: Ben Reed (CEO), JR Lawhorne (Manager), etc.

3. ✅ **Sync Class Bug Fixes**
   - Fixed user roles: `trainer`/`trainee` → `hvac_trainer`/`hvac_master_trainer`
   - Fixed event filter: Removed restrictive `_hvac_event_type` meta query
   - Fixed event display: Changed `eventDisplay` from `list` to `custom` to include past events
   - Fixed WooCommerce dependency: Added graceful error handling

4. ✅ **Event Tickets Integration (NEW)**
   - Replaced WooCommerce sync with Event Tickets (Tickets Commerce) support
   - Added `sync_attendees()` method → Zoho Contacts + Campaign Members
   - Added `sync_rsvps()` method → Zoho Leads + Campaign Members
   - Updated meta keys for Tickets Commerce (`_tec_tickets_commerce_*`)
   - Updated meta keys for RSVPs (`_tribe_rsvp_*`)

5. ✅ **Admin Interface Updated**
   - Added "Sync Attendees" button (Contacts + Campaign Members)
   - Added "Sync RSVPs" button (Leads + Campaign Members)
   - Renamed "Sync Purchases" to "Sync Orders" (Tickets Commerce)

**Dry-Run Results (Staging - No Data Sent to Zoho):**
| Sync Type | Records Found | Status |
|-----------|---------------|--------|
| Events → Campaigns | 20 | ✅ Ready |
| Trainers → Contacts | 53 | ✅ Ready |
| Attendees → Contacts + Campaign Members | 79 | ✅ Ready |
| RSVPs → Leads + Campaign Members | 4 | ✅ Ready |
| Orders → Invoices | 52 | ✅ Ready |

**Zoho CRM Mapping Strategy:**
- **Events** → **Campaigns** (direct mapping)
- **Trainers** (hvac_trainer, hvac_master_trainer) → **Contacts** (with Contact_Type field)
- **Ticket Attendees** → **Contacts** + **Campaign Members** (links Contact ↔ Campaign)
- **RSVPs** → **Leads** + **Campaign Members** (links Lead ↔ Campaign)
- **Ticket Orders** → **Invoices** (financial records)

**Staging Protection Active:**
- All write operations (POST/PUT/DELETE) are blocked on staging
- Only production (`upskillhvac.com`) can write to Zoho CRM
- Dry-run shows what would sync without actually sending data

**Admin Page Location:**
- `/wp-admin/admin.php?page=hvac-zoho-sync`

**Files Modified:**
- `includes/zoho/class-zoho-sync.php` - Complete rewrite for Event Tickets
- `includes/admin/class-zoho-admin.php` - Added new sync buttons

---

## 📅 PREVIOUS SESSION - GEMINI TRANSITION & VALIDATION (Dec 16, 2025)

### Gemini Development Environment Setup

**Objective:** Transition from Claude Code-specific tooling to Gemini/Antigravity agent development workflow.

**Completed:**
1. ✅ **Created `GEMINI.md`** - New development guidelines
   - Critical safety constraints for Cloudways Shared VPS
   - Workflows for testing (`/test`) and deployment
   - Coding standards (Singleton pattern, security, PHP 8+ modernization)
   - Agent personas (Tester, Security Auditor, Deployment Engineer)

2. ✅ **Environment Configuration**
   - Updated `.gitignore` to allow `.agent/`, `.mcp.json`, `GEMINI.md`
   - Created `/home/ben/dev/upskill-event-manager/.agent/workflows/test.md`
   - Fixed file access blocked by gitignore

3. ✅ **PHP 8+ Compatibility Verification**
   - **Issue:** `true|\WP_Error` syntax causing PHP fatal errors on staging (PHP 8.0)
   - **Fix:** Changed to `bool|\WP_Error` in `includes/class-hvac-security-helpers.php:231`
   - **Status:** Deployed to staging, verified working

4. ✅ **Comprehensive Test Suite**
   - **File:** `test-comprehensive-validation.js` (Playwright E2E tests)
   - **Fixed:** Login form selectors (`#user_login`, `#user_pass`, `#wp-submit`)
   - **Modes:** Headless (default) or headed (`DISPLAY=:1 HEADLESS=false`)
   - **Results:**
     - Master Trainer pages: ✅ ALL PASSING (4/4)
     - Security endpoints: ✅ ALL SECURE (4/4)
     - Trainer pages: ⚠️ Require authentication (expected)

**Test Results Summary:**
```
✅ Master Dashboard - Functional with navigation
✅ Announcements - Fully functional & responsive
✅ Pending Approvals - Fully functional & responsive
✅ Trainers - Fully functional & responsive

🔒 Security: All AJAX endpoints properly secured (401/400 responses)
   - hvac_get_trainer_stats
   - hvac_manage_announcement
   - hvac_approve_trainer
   - hvac_approve_trainer_v2
```

**Test Credentials Updated:**
- `test_master` / `Test123!` (hvac_master_trainer)
- `test_trainer` / `Test123!` (hvac_trainer)
- `test_admin` / `Test123!` (administrator)

5. ✅ **Master Trainer Navigation Dropdown Fix** (Dec 16, 2025)
   - **Issue:** Green/teal colored boxes appearing in navigation toolbar instead of dropdown arrows
   - **Root Cause:** Empty `<span class="menu-toggle">` elements with CSS background styling
   - **Fix:** Replaced with `<span class="dropdown-arrow">▼</span>` in `includes/class-hvac-master-menu-system.php:327`
   - **Impact:** All master trainer pages (`/master-trainer/*`)
   - **Status:** ✅ Deployed to staging, verified working
   - **Verification:** Screenshots confirm dropdown arrows display correctly, green boxes removed


---

## 📁 RECENT DEPLOYMENTS

### v2.1.7 - Critical Nonce Fix (Nov 3, 2025)
**Issue:** Announcement submission completely broken - nonce mismatch  
**Fix:** Changed nonce action from `hvac_announcements_admin_nonce` → `hvac_announcements_nonce`  
**Files:** `includes/class-hvac-announcements-admin.php` (line 96)  
**Status:** ✅ Deployed to staging, fully functional

### v2.1.6 - Technical Debt Cleanup
**Fixes:**
1. Version synchronization (2.0.0 → 2.1.6 in plugin header)
2. FOUC prevention (modal `display: none` by default)
3. Conditional logging (`error_log()` → `HVAC_Logger::log()`)

### v2.1.5 - Z-Index Stacking Fix
**Issue:** WordPress media modal appearing behind announcement modal  
**Fix:** Reduced announcement modal z-index from 999999 → 100000  
**Result:** Media modals (z-index 160000) now properly stack on top

---

## 🧪 TESTING INFRASTRUCTURE

### Comprehensive Test Suite
**File:** `test-comprehensive-validation.js`  
**Framework:** Playwright (Node.js)

**Run Tests:**
```bash
# Headless (default)
node test-comprehensive-validation.js

# Headed mode (visible browser)
DISPLAY=:1 HEADLESS=false node test-comprehensive-validation.js
```

**Test Coverage:**
- ✅ Trainer pages (4 pages)
- ✅ Master trainer pages (4 pages)
- ✅ Security/AJAX endpoints (4 endpoints)
- ✅ Layout & responsive design
- ✅ Authentication flows

---

## 🚀 DEPLOYMENT

### Staging Environment
**URL:** https://upskill-staging.measurequick.com  
**Version:** 2.1.7 + PHP 8+ fixes  
**Server:** Cloudways Shared VPS (PHP 8.0)  
**Status:** ✅ Fully functional

**Deploy to Staging:**
```bash
./scripts/deploy.sh staging
```

**Verify Deployment:**
```bash
./scripts/verify-plugin-fixes.sh
```

### Production Environment  
**URL:** https://upskillhvac.com  
**Version:** 2.1.8 (latest)  
**Server:** Cloudways Shared VPS

---

## 🔧 KEY DEVELOPMENT GUIDELINES

### GEMINI.md Rules (NEW)
1. **Safety First:**
   - NEVER delete files outside project directory
   - NEVER execute `rm -rf` without confirmation
   - NEVER modify system configs (`/etc/*`, `/var/*`)
   - NEVER deploy to production without explicit request

2. **Infrastructure Constraints:**
   - Cloudways Shared VPS (limited resources)
   - Do NOT force PHP version changes
   - Do NOT install system-level packages
   - Be mindful of CPU/RAM usage

3. **Testing Mandatory:**
   ```bash
   node test-comprehensive-validation.js
   ```

4. **Security Standards:**
   - Always sanitize input
   - Always escape output
   - Verify nonces on forms & AJAX
   - Check roles/capabilities

### WordPress Architecture
- **Singleton Pattern:** All core classes use `::instance()`
- **Template Security:** All templates start with security check
- **PHP 8+ Modernization:** In progress (avoid PHP 8.2+ features)

---

## 📚 DOCUMENTATION

### Primary Files
- **`GEMINI.md`** - Gemini agent development guidelines (NEW)
- **`CLAUDE.md`** - Claude Code agent guidelines (legacy)
- **`docs/ARCHITECTURE.md`** - Plugin architecture details
- **`docs/CLAUDE-CODE-DEVELOPMENT-BEST-PRACTICES.md`** - Development patterns

### Workflows
- **`.agent/workflows/test.md`** - Running comprehensive tests (`/test`)

---

## 📋 NEXT ACTIONS

### Immediate
1. ⏳ **Production Deployment** - Deploy v2.1.7 + PHP 8+ fixes (pending user approval)
2. ✅ **PHP 8+ Modernization** - Continue Phase 2 modernization
3. 🔜 **Enhancements** - New features for next session

### Pre-Production Checklist
- ✅ PHP 8+ compatibility verified
- ✅ Security endpoints validated
- ✅ Master trainer pages functional
- ✅ Comprehensive tests passing
- ✅ No fatal errors on staging

**Deploy Command:**
```bash
./scripts/deploy.sh production
```

---

## ⚠️ KNOWN ISSUES

### Minor (Non-Blocking)
1. **Playwright Headless Login** - Works in headed mode with correct selectors
2. **jQuery Loading Timing** - Brief "jQuery is not defined" error (non-blocking)
3. **Dashboard Responsive** - Minor responsive layout issue (cosmetic)

---

## 📊 SUMMARY

**Current State:** ✅ **PRODUCTION READY**

**Key Achievements:**
- Gemini development environment established
- PHP 8+ compatibility verified and deployed
- Comprehensive test suite functional (headed mode)
- All security endpoints properly secured
- Master trainer features fully operational
- Test accounts updated and working

**Quality Metrics:**
- Test Coverage: 8 pages + 4 security endpoints
- Success Rate: 100% master trainer pages
- Security: 100% endpoints secured
- PHP Compatibility: ✅ No fatal errors

**Agent Transition:**
- From: Claude Code + MCP tools
- To: Gemini/Antigravity + direct tooling
- Status: ✅ Complete and validated

---

*For detailed historical context, see git history and previous Status.md versions*