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

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Markdown

# 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
```bash
# 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
```bash
# 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:
```bash
# 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
```bash
wp rewrite flush
wp eval 'HVAC_Page_Manager::create_required_pages();'
```
### Issue: Styles not loading
```bash
# 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
```bash
# Re-run role creation
wp eval 'HVAC_Roles::create_roles();'
```
### Issue: Database errors
```bash
# 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