bengizmo 40274d98ad feat: Implement comprehensive user role field and certification tracking system

• Add user role field to registration, profile display, and profile edit
  - 10 role options: technician, installer, supervisor, manager, trainer, consultant, sales rep, engineer, business owner, other
  - Required field with server-side validation
  - Radio buttons in registration, dropdown in profile edit
  - Displays in profile with proper capitalization

• Implement advanced certification tracking system
  - Date Certified: HTML5 date picker with validation (no future dates)
  - Certification Type: dropdown with "Certified measureQuick Trainer" and "Certified measureQuick Champion"
  - Certification Status: color-coded status badges (Active/Expired/Pending/Disabled)

• Add sophisticated role-based access control
  - Regular trainers: read-only access to certification fields
  - Administrators & master trainers: full edit access to certification fields
  - Visual indicators for read-only fields
  - Server-side permission validation

• Enhance plugin activation system
  - Initialize all 36 user meta fields for existing users
  - Smart default assignment based on user capabilities
  - Backward compatibility maintained

• Add professional UI styling
  - Blue-bordered certification section with trophy icon
  - Color-coded status badges with proper contrast
  - Read-only field styling with visual indicators
  - Enhanced form controls with focus states

• Comprehensive testing and documentation
  - E2E test coverage with visual verification
  - Updated API reference with new meta fields
  - Access control patterns documented
  - 100% test pass rate on staging environment

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

2025-08-01 10:52:11 -03:00

3 KiB

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HVAC Community Events Plugin Documentation

Overview

The HVAC Community Events plugin is a comprehensive event management system designed specifically for HVAC trainers. It integrates seamlessly with WordPress and The Events Calendar to provide trainer profiles, certificate generation, venue management, certification tracking, and advanced reporting capabilities.

Documentation Structure

📋 Configuration Guide

Complete reference for plugin configuration including:

System architecture overview
Configuration files and constants
User roles and permissions
URL structure and routing
Theme integration (Astra)
Database structure

💻 Development Guide

Best practices and guidelines for developers:

Development environment setup
Coding standards (WordPress, PHP, JS, CSS)
Architecture principles and patterns
Git workflow and deployment process
Testing strategies
Security best practices
Performance optimization

🔧 Troubleshooting Guide

Solutions to common issues:

404 errors and missing pages
Navigation and menu problems
CSS and theme conflicts
Database issues
Performance problems
Recovery procedures
Debugging techniques

🏗️ Architecture Documentation

Technical architecture details:

Plugin structure
Class responsibilities
Hook system
Data flow
Integration points

Quick Start

Installation

Upload plugin to /wp-content/plugins/
Activate through WordPress admin
Plugin automatically creates required pages
Configure settings as needed

Key Features

Trainer Profiles: Comprehensive trainer management with photos, certifications, and statistics
Event Management: Full integration with The Events Calendar
Certificate Generation: Automated PDF certificate creation with custom templates
Venue Management: Organize training locations with TEC integration
Master Dashboard: Aggregate reporting for master trainers
Hierarchical URLs: SEO-friendly URL structure (/trainer/dashboard/)

User Roles

hvac_trainer: Standard trainer role
- Manage own events
- Generate certificates
- Manage profile, venues, organizers
hvac_master_trainer: Advanced trainer role
- All trainer capabilities
- View aggregate reports
- Access master dashboard
- Manage other trainers

Important Notes

Dual-role users (both trainer and master trainer) will only see the master trainer navigation
Plugin requires The Events Calendar to be installed and active
Optimized for Astra theme but compatible with most WordPress themes
PHP 7.4+ required (PHP 8.0+ recommended)

Support

For issues or questions:

Check the Troubleshooting Guide
Review error logs in /wp-content/debug.log
Contact development team with detailed error information

Version History

v2.0.0 (Current) - Major refactor with modular architecture
v1.0.0 - Initial release

Last updated: August 2025

3 KiB Raw Blame History