upskill-event-manager/docs/DEPLOYMENT-CHECKLIST.md
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

4.6 KiB

HVAC Plugin Deployment Checklist

Pre-Deployment Checklist

1. Code Quality Checks

  • All PHP files pass syntax check (php -l)
  • No debug code left in files (error_log, var_dump, console.log)
  • All TODO comments addressed or documented
  • Code follows WordPress coding standards

2. Testing Complete

  • All unit tests passing
  • E2E tests passing on staging
  • Manual testing checklist completed
  • Tested with different user roles
  • Mobile responsive testing done

3. Security Review

  • All user inputs sanitized
  • All outputs escaped
  • Nonces implemented for forms
  • Capability checks in place
  • No hardcoded credentials

4. Performance Check

  • Database queries optimized
  • Caching implemented where appropriate
  • Assets minified (production)
  • Images optimized
  • No unnecessary API calls

5. Documentation Updated

  • CLAUDE.md updated with new features
  • README files current
  • Inline code documentation complete
  • API changes documented
  • Changelog updated

Deployment Steps

1. Staging Deployment

# Run pre-deployment validation
bin/pre-deployment-check.sh

# Deploy to staging
scripts/deploy.sh staging

# Run post-deployment verification
scripts/verify-plugin-fixes.sh

2. Staging Verification

  • Login functionality working
  • Navigation menus displaying correctly
  • All pages loading (no 404s)
  • Forms submitting properly
  • Certificates generating
  • Email notifications sending
  • No PHP errors in logs
  • No JavaScript console errors

3. Data Integrity

  • Database migrations completed
  • User roles properly assigned
  • Page templates correctly set
  • Meta data preserved
  • Settings maintained

4. Cache Management

  • WordPress cache cleared
  • Breeze cache purged
  • OPcache reset
  • CDN cache cleared (if applicable)
  • Browser cache considerations documented

5. Production Deployment

# Only when explicitly approved
scripts/deploy.sh production
# Double confirmation required

6. Production Verification

  • Smoke test critical paths
  • Monitor error logs for 30 minutes
  • Check page load times
  • Verify email delivery
  • Test payment processing (if applicable)
  • Confirm analytics tracking

Post-Deployment

1. Monitoring (First 24 Hours)

  • Error logs checked every 2 hours
  • Performance metrics reviewed
  • User feedback collected
  • Support tickets monitored
  • Database performance checked

2. Communication

  • Stakeholders notified of deployment
  • Support team briefed on changes
  • Documentation updated if needed
  • Known issues documented

3. Rollback Plan

  • Backup location confirmed
  • Rollback procedure tested
  • Rollback decision criteria defined
  • Team members know rollback process

Rollback Procedure

If critical issues are discovered:

# 1. SSH to server
ssh user@server

# 2. Navigate to plugins directory
cd /path/to/wp-content/plugins

# 3. Backup current (problematic) version
mv hvac-community-events hvac-community-events-broken-$(date +%Y%m%d)

# 4. Restore previous version
cp -r hvac-backups/hvac-community-events-backup-[previous-date] hvac-community-events

# 5. Reactivate plugin
wp plugin activate hvac-community-events

# 6. Clear all caches
wp cache flush
wp breeze purge --all
wp eval 'if (function_exists("opcache_reset")) opcache_reset();'

# 7. Verify functionality
# 8. Document issue for investigation

Common Deployment Issues

Issue: Pages returning 404

wp rewrite flush
wp eval 'HVAC_Page_Manager::create_required_pages();'

Issue: Styles not loading

# Check if CSS files exist
ls -la wp-content/plugins/hvac-community-events/assets/css/

# Force cache refresh
wp cache flush

Issue: User roles not working

# Re-run role creation
wp eval 'HVAC_Roles::create_roles();'

Issue: Database errors

# Check database integrity
wp db check

# Optimize tables
wp db optimize

Emergency Contacts

  • Lead Developer: [Contact Info]
  • DevOps: [Contact Info]
  • Project Manager: [Contact Info]
  • Hosting Support: [Contact Info]

Final Checks

  • All checklist items completed
  • Deployment documented in project log
  • Next deployment date scheduled
  • Lessons learned documented
  • Team debriefed

Remember:

  • Never deploy on Fridays unless critical
  • Always have a rollback plan
  • Test everything on staging first
  • Document any deviations from process
  • Communicate clearly with all stakeholders