ben fcd55fd164 feat(find-training): Differentiate measureQuick Certified Champions from Trainers

Champions are identified by "Certified measureQuick Champion" certification.
Unlike Trainers, Champions do not offer public training, so they display
differently:

- White marker outline (vs green for Trainers)
- Show only state, not city, in sidebar and info windows
- No "View Profile" button or modal popup on click
- Sorted to end of trainer list (after all Trainers)
- Non-clickable card styling

Code review fixes (Gemini 3):
- Fixed location formatting to handle empty city gracefully
- Added secondary sort by name for stable ordering

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

2026-02-02 02:01:15 -04:00

40 KiB

Raw Blame History

HVAC Community Events - Project Status

Last Updated: February 2, 2026 Current Session: Champion Differentiation on Find Training Map Version: 2.2.6 (Deployed to Production)

🎯 NEXT SESSION - CAPTCHA IMPLEMENTATION

Status: 📋 PLANNED

Objective: Add CAPTCHA to all user-facing forms to prevent spam and bot submissions.

Forms to Update:

Training login form
Trainer registration form
Contact forms (trainer, venue)
Any other public-facing forms

🎯 CURRENT SESSION - CHAMPION DIFFERENTIATION ON FIND TRAINING (Feb 2, 2026)

Status: ✅ COMPLETE - Deployed to Production

Objective: Differentiate measureQuick Certified Champions from Trainers on the Find Training map. Champions do not offer public training, so they should be displayed differently.

Changes Made

✅ Backend Data (includes/find-training/class-hvac-training-map-data.php)
- Added is_champion flag for trainers with "Certified measureQuick Champion" certification
- Champions return empty city field (only state shown)
✅ Champion Marker Icon (assets/js/find-training-map.js)
- Added getChampionIcon() method with white outline (vs green for Trainers)
- Champions use distinct visual appearance on map
✅ Sidebar Cards (assets/js/find-training-map.js)
- Champions show only state (e.g., "Ohio" not "Canton, Ohio")
- Champions have non-clickable cards (no modal popup)
- Added hvac-champion-card CSS class
✅ Info Windows (assets/js/find-training-map.js)
- Champions show only state in location
- No "View Profile" button for Champions
- Fixed location formatting to handle empty city gracefully
✅ Sorting (assets/js/find-training-map.js)
- Champions sorted to end of trainer list
- Secondary sort by name for stable ordering
- Applied to both loadMapData and loadTrainerDirectory
✅ CSS Styling (assets/css/find-training-map.css)
- Champion cards have non-clickable appearance
- No hover effects (cursor: default, no transform/shadow)

Files Modified

File	Change
`includes/find-training/class-hvac-training-map-data.php`	Added `is_champion` flag, empty city for champions
`assets/js/find-training-map.js`	Champion icon, card display, click prevention, sorting
`assets/css/find-training-map.css`	Champion card non-clickable styling

Verification (Staging)

✅ API returns is_champion: true for 18 champions
✅ Champions have empty city in API response
✅ Champions sorted to end of list
✅ Champion cards show only state
✅ Clicking champion card does NOT open modal
✅ Clicking trainer card DOES open modal (regression test)

Code Review Findings (Gemini 3)

Fixed: Location formatting bug - empty city could show ", California"
Fixed: Unstable sort order - added secondary sort by name

📋 PREVIOUS SESSION - TABBED INTERFACE FOR FIND TRAINING (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Production

Objective: Refactor the Find Training page sidebar from a single trainer list to a tabbed interface with Trainers, Venues, and Events tabs.

Changes Made

✅ Tab Navigation System (templates/page-find-training.php)
- Replaced "42 trainers" header with three tabs: Trainers | Venues | Events
- Each tab displays dynamic count in parentheses
- ARIA accessibility attributes (role="tablist", role="tab", aria-selected)
- Keyboard navigation (arrow keys, Home, End)
✅ Visibility Toggles Relocated
- Moved from map overlay to sidebar header
- Colored dots (teal/orange/purple) match marker colors
- Only control map marker visibility, not tab content
✅ Venue Cards (assets/js/find-training-map.js)
- Name with building icon
- City, State location
- "X upcoming events" count
✅ Event Cards (assets/js/find-training-map.js)
- Date badge showing month/day
- Event title
- Venue name
- Cost display
- "Past" badge for past events
✅ Info Modal (templates/page-find-training.php)
- "What is Upskill HVAC?" section
- "How to Use" instructions
- Map Legend (trainer/venue/event markers)
✅ Context-Aware Search (assets/js/find-training-filters.js)
- Placeholder changes based on active tab
- Client-side filtering for instant results (150ms debounce)
- Falls back to server-side when filters active
✅ CSS Styling (assets/css/find-training-map.css)
- Tab navigation container and button styles
- Venue card and event card layouts
- Info button and modal styling
- Responsive adjustments for tablet/mobile

Files Modified

File	Change
`templates/page-find-training.php`	Tab navigation, panels, info modal
`assets/js/find-training-map.js`	Tab switching, card creators, grid renderers
`assets/js/find-training-filters.js`	Context-aware search, client-side filtering
`assets/css/find-training-map.css`	~300 lines new CSS for tabs, cards, modal
`includes/class-hvac-plugin.php`	Version bump 2.2.5 → 2.2.6 (CDN cache bust)

Issue Resolved: CDN Cache

Problem: After deployment, browser loaded old JavaScript without new initTabs method.

Root Cause: CDN cached old assets. Deploy script clears WP/OPcache but not CDN edge cache.

Fix: Bumped HVAC_VERSION from 2.2.5 to 2.2.6, changing script URL query string to force cache refresh.

Verified on Staging

✅ 42 trainers tab count
✅ 9 venues tab count
✅ 8 events tab count
✅ Tab switching works with proper ARIA attributes
✅ Venue cards display correctly
✅ Event cards with date badges display correctly
✅ Info modal opens and displays content
✅ Visibility toggles control map markers

📋 PREVIOUS SESSION - MEASUREQUICK APPROVED TRAINING LABS (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Staging, Venues Displaying Correctly

Objective: Transform /find-training to showcase only measureQuick Approved Training Labs with venue categories, equipment/amenities tags, and contact forms.

✅ Venue Taxonomies Created (includes/class-hvac-venue-categories.php NEW)
- venue_type - For lab classification (e.g., "measureQuick Approved Training Lab")
- venue_equipment - Furnace, Heat Pump, AC, Mini-Split, Boiler, etc.
- venue_amenities - Coffee, Water, Projector, WiFi, Parking, etc.
- All taxonomies registered on tribe_venue post type
✅ 9 Approved Training Labs Configured (via WP-CLI script)
- Fast Track Learning Lab (ID: 6631) - Joe Medosch
- Progressive Training Lab (ID: 6284) - Samantha Brazie
- NAVAC Technical Training Center (ID: 6476) - Andrew Greaves
- Stevens Equipment Supply - Phoenix (ID: 6448) - Robert Cone
- San Jacinto College South Campus (ID: 6521) - Terry McWilliams
- Johnstone Supply - Live Fire Training Lab (ID: 4864) - Dave Petz
- Stevens Equipment Supply - Johnstown (ID: 1648) - Phil Sweren
- TruTech Tools Training Center (NEW) - Val Buckles
- Auer Steel & Heating Supply (NEW) - Mike Breen
✅ Map Data Filtered by Taxonomy
- get_venue_markers() now includes tax_query for mq-approved-lab term
- Only approved training labs appear as venue markers
- Equipment, amenities, and POC data included in venue info
✅ Venue Modal Enhanced
- Equipment badges (teal outline chips)
- Amenities badges (gray outline chips)
- Contact form with name, email, phone, company, message
- POC receives email notification on submission
✅ 6 POC Trainer Accounts Created
- Samantha Brazie, Andrew Greaves, Terry McWilliams
- Phil Sweren, Robert Cone, Dave Petz
- All with hvac_trainer role and approved status

Files Created

File	Description
`includes/class-hvac-venue-categories.php`	Venue taxonomy registration (singleton)
`scripts/setup-approved-labs.php`	WP-CLI script to configure all labs
`scripts/check-venue-coordinates.php`	Diagnostic script to verify venue coordinates
`scripts/geocode-approved-labs.php`	Geocode venues missing coordinates

Files Modified

File	Change
`includes/class-hvac-plugin.php`	Load venue categories class
`includes/find-training/class-hvac-training-map-data.php`	Add tax_query filter, include equipment/amenities
`includes/class-hvac-ajax-handlers.php`	Add venue contact form AJAX handler
`templates/page-find-training.php`	Add equipment/amenities badges, contact form
`assets/js/find-training-map.js`	Render badges, bind contact form handler
`assets/css/find-training-map.css`	Equipment/amenities badge styles

Issue Resolved: Venues Now Displaying on Map ✅

Root Cause: venue_type taxonomy wasn't being registered when get_venue_markers() ran.

HVAC_Venue_Categories::instance() was instantiated at 'init' priority 5, but then tried to add hooks to 'init' priority 5 for taxonomy registration. Since WordPress was already processing priority 5 handlers, the hook never fired.

Fix Applied:

includes/class-hvac-venue-categories.php - Added did_action('init') check in constructor
- If 'init' has already fired, call register_taxonomies() and create_default_terms() directly
- Otherwise, use the standard hook approach
includes/find-training/class-hvac-training-map-data.php - Fixed HTML entity encoding
- Venue names now use html_entity_decode() to properly display & and – characters
- Event titles also fixed

Result:

✅ All 9 approved training labs now display as orange venue markers on the map
✅ Venue names display correctly (e.g., "Auer Steel & Heating Supply" not "Auer Steel &...")
✅ Marker clustering works with mixed trainer/venue markers

📋 PREVIOUS SESSION - FIND TRAINING PAGE ENHANCEMENTS (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Production

Objective: Improve Find Training page UX with viewport sync and marker hover interactions.

Changes Made

✅ Viewport Sync - Sidebar now shows only trainers visible in current map area
- Added visibleTrainers array to track filtered trainers
- Added syncSidebarWithViewport() method filtering by map bounds
- Map idle event triggers sync on pan/zoom
- Count shows "X of Y trainers" when zoomed in
✅ Marker Hover Interaction - Info window appears on hover
- Added mouseover event listener to trainer/venue markers
- Set optimized: false on markers for reliable hover events
- Hover shows info window preview with "View Profile" button
- Click on "View Profile" opens full modal with contact form
✅ Legacy URL Redirects
- /find-a-trainer/ → /find-training/ (301 redirect)
- /find-trainer/ → /find-training/ (301 redirect)
- Removed old page from Page Manager

Files Modified

File	Change
`assets/js/find-training-map.js`	Added viewport sync, hover events, optimized:false
`assets/js/find-training-filters.js`	Updated filter handler for visibleTrainers
`includes/class-hvac-route-manager.php`	Added legacy URL redirects
`includes/class-hvac-page-manager.php`	Removed find-a-trainer page definition
`includes/class-hvac-plugin.php`	Version bumped to 2.2.4

Verified Behavior

✅ Hover over marker → Info window appears immediately
✅ Click "View Profile" → Full modal with trainer details + contact form
✅ Pan/zoom map → Sidebar updates to show visible trainers only
✅ Legacy URLs redirect to new page

📋 PREVIOUS SESSION - FIND TRAINING PAGE IMPLEMENTATION (Jan 31 - Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Production

Objective: Replace the buggy MapGeo-based /find-a-trainer page with a new /find-training page built from scratch using Google Maps JavaScript API.

Why This Change

The existing IGM/amCharts implementation had a fundamental bug that corrupted marker coordinates (longitude gets overwritten with latitude). After multiple fix attempts, building fresh with Google Maps API provides:

Full control over marker data
No third-party plugin dependencies
Better long-term maintainability
Ability to show both trainers AND venues

Files Created (8 new files)

File	Description
`includes/find-training/class-hvac-find-training-page.php`	Main page handler (singleton), AJAX endpoints, asset enqueuing
`includes/find-training/class-hvac-training-map-data.php`	Data provider for trainer/venue markers with caching
`includes/find-training/class-hvac-venue-geocoding.php`	Auto-geocoding for TEC venues via Google API
`templates/page-find-training.php`	Page template with map, filters, modals
`assets/js/find-training-map.js`	Google Maps initialization, markers, clustering
`assets/js/find-training-filters.js`	Filter handling, geolocation, AJAX
`assets/css/find-training-map.css`	Complete responsive styling
`assets/images/marker-trainer.svg`	Teal person icon for trainers
`assets/images/marker-venue.svg`	Orange building icon for venues

Files Modified (3 files)

File	Change
`includes/class-hvac-page-manager.php`	Added find-training page definition
`includes/class-hvac-plugin.php`	Load new find-training classes
`includes/class-hvac-ajax-handlers.php`	Added contact form AJAX handler

Multi-Model Code Review Findings & Fixes

Ran comprehensive code review using GPT-5, Gemini 3, and Zen MCP tools. Found and fixed 6 issues:

#	Severity	Issue	Fix
1	CRITICAL	Missing `hvac_submit_contact_form` AJAX handler	Added full handler with rate limiting, validation, email
2	HIGH	XSS risk in InfoWindow onclick handlers	Replaced with DOM creation + addEventListener
3	MEDIUM	Uncached filter dropdown SQL queries	Added wp_cache with 1-hour TTL
4	MEDIUM	AJAX race condition on rapid filters	Added request abort handling
5	LOW	Hardcoded `/trainer/registration/` URL	Changed to `site_url()`
6	LOW	`alert()` for geolocation errors	Added inline dismissible notification

Features Implemented

✅ Google Maps with custom trainer/venue markers
✅ MarkerClusterer for dense areas
✅ Filter by State, Certification, Training Format
✅ Search by name/location
✅ "Near Me" geolocation button
✅ Trainer/Venue toggle switches
✅ Trainer profile modal with contact form
✅ Venue info modal with upcoming events
✅ Trainer directory grid below map
✅ 301 redirect from /find-a-trainer to /find-training
✅ Auto-geocoding for new venues
✅ Rate-limited batch geocoding for existing venues

Deployment Status

✅ Deployed to staging
✅ Map loads with markers and clustering
✅ Filters working (state, certification, format)
✅ Contact form functional
✅ Deployed to production

📋 PREVIOUS SESSION - E2E TESTING & BUG FIXES (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Staging, Ready for Production

Objective: Deploy security fixes to staging, run E2E tests, fix discovered bugs, and validate all functionality.

Deployment & Testing Summary

✅ Deployed to Staging - All 12 security fixes from previous session
✅ E2E Tests Passed - Master trainer pages, security endpoints verified
✅ Discovered & Fixed 2 Critical Bugs - Trainers table, event pages
✅ Created E2E Testing Skill - .claude/commands/e2e-visual-test.md
✅ Added Staging Email Filter - Prevents accidental user spam

Bugs Found & Fixed

Bug	Severity	Root Cause	Fix
Trainers table empty	HIGH	`ajax_filter_trainers()` used complex SQL that returned empty; `count_trainers_by_status()` only queried `hvac_trainer` role	Rewrote to use `get_trainers_table_data()` (same as working dashboard); fixed role query to include both roles
Event pages blank	HIGH	Template path mismatch: code referenced `page-trainer-event-manage.php` but file is `page-manage-event.php`	Fixed path in `class-hvac-event-manager.php:138`

Files Modified (4 files)

includes/class-hvac-master-trainers-overview.php
- Rewrote ajax_filter_trainers() to use reliable get_trainers_table_data()
- Fixed count_trainers_by_status() to include hvac_master_trainer role
- Now shows 53 trainers, 5 active (was showing 0)
includes/class-hvac-event-manager.php
- Fixed template path: page-trainer-event-manage.php → page-manage-event.php
- Event creation form now fully functional
hvac-community-events.php
- Added staging email filter (only ben@tealmaker.com receives emails)
- Protects real users from test emails during development
.claude/commands/e2e-visual-test.md (new)
- Created E2E visual testing skill for Playwright MCP browser tools
- Documents login procedure, test sequence, credentials

E2E Test Results

Feature	Status	Notes
Master Trainer Login	✅ PASS	Custom `/training-login/` works
Master Dashboard	✅ PASS	Stats, tables, AJAX functional
Trainers Table	✅ PASS	53 trainers displayed correctly
Announcements	✅ PASS	Modal opens, form accessible
Event Creation	✅ PASS	Full form with all TEC fields
Certificate Reports	✅ PASS	Empty state (needs events)
Security Endpoints	✅ PASS	4/4 properly return 401/400

Staging Email Protection

Emails on staging are now filtered:

Allowed: ben@tealmaker.com, ben@measurequick.com
Blocked: All other recipients (logged for debugging)
Subject Prefix: [STAGING] added to allowed emails

Next Steps

⏳ Deploy to production: ./scripts/deploy.sh production
⏳ Verify production functionality
⏳ Monitor for any issues

📋 PREVIOUS SESSION - MULTI-MODEL SECURITY CODE REVIEW (Jan 31, 2026)

Status: ✅ COMPLETE - Deployed to Staging

Objective: Comprehensive security and business logic code review using 4 AI models (GPT-5, Gemini 3, Kimi K2.5, Zen MCP) across 11 critical files (~9,000 lines).

Critical Issues Found & Fixed (12 total)

ID	Severity	Issue	File
C1	CRITICAL	Passwords stored in transients	`class-hvac-registration.php`
U1	CRITICAL	O(3600) token verification loop (DoS)	`class-hvac-ajax-security.php`
U2	HIGH	`remove_all_actions()` breaks WP isolation	`class-hvac-plugin.php`
C2	HIGH	Encryption key in same database as data	`class-hvac-secure-storage.php`
M3	HIGH	Revoked certificates still downloadable	`class-certificate-manager.php`
U3	HIGH	Security headers not applied to AJAX	`class-hvac-ajax-security.php`
C3	MEDIUM	IP spoofing undermines rate limiting	`class-hvac-security.php`
M1	MEDIUM	Weak CSP with `unsafe-eval`	`class-hvac-ajax-security.php`
C5	MEDIUM	Duplicate component initialization	`class-hvac-plugin.php`
U9	MEDIUM	File-scope side-effect initialization	`class-hvac-trainer-profile-manager.php`
U11	LOW	Timezone inconsistency in cert numbers	`class-certificate-manager.php`
U4	HIGH	zoho-config.php not in .gitignore	`.gitignore`

Deliverables

✅ Full Report: MULTI-MODEL-CODE-REVIEW-REPORT.md
✅ 12 Security Fixes: All implemented and deployed to staging

📋 PREVIOUS 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:

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

Changes Made

✅ 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
✅ 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
✅ 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
✅ 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

✅ Analysis Report: docs/reports/TEC-COMMUNITY-EVENTS-DEPENDENCY-ANALYSIS.md
✅ CLAUDE.md Updated: Added Technical Debt section
✅ 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

✅ 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
✅ 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
✅ 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):

✅ Javascript Interceptor: Injected a robust interceptor script in class-hvac-mapgeo-integration.php.
✅ Mechanism: Uses Object.defineProperty on window.iMapsData to catch the data assignment before the map plugin sees it.
✅ Repair Logic: Detects corrupted markers (Lat == Lng) and instantly restores correct values from safe lat/lng backup keys provided by PHP.
✅ 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:

Verify map renders correctly on Staging.
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

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

✅ 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
✅ 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

✅ Campaign Member Linking:
- Fixed API endpoint: PUT /Contacts/{id}/Campaigns (was /Campaigns/{id}/Contacts/{id})
- Fixed log_debug() visibility (private → public)
✅ 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
✅ Email Fallback Logic:
- If attendee email empty, use measureQuick email (and vice versa)
- Only fails if BOTH emails are empty
✅ DUPLICATE_DATA Handling:
- When Zoho returns "duplicate exists", extract existing contact ID from error
- Use that ID to update instead of failing
✅ 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:

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

✅ 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)
✅ 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
✅ 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
✅ 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)

✅ 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:

Version synchronization (2.0.0 → 2.1.6 in plugin header)
FOUC prevention (modal display: none by default)
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:

# 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:

./scripts/deploy.sh staging

Verify Deployment:

./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)

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
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
Testing Mandatory:
```
node test-comprehensive-validation.js
```
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

⏳ Production Deployment - Deploy v2.1.7 + PHP 8+ fixes (pending user approval)
✅ PHP 8+ Modernization - Continue Phase 2 modernization
🔜 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:

./scripts/deploy.sh production

⚠️ KNOWN ISSUES

Minor (Non-Blocking)

Playwright Headless Login - Works in headed mode with correct selectors
jQuery Loading Timing - Brief "jQuery is not defined" error (non-blocking)
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

40 KiB Raw Blame History Unescape Escape

HVAC Community Events - Project Status

🎯 NEXT SESSION - CAPTCHA IMPLEMENTATION

Status: 📋 PLANNED

🎯 CURRENT SESSION - CHAMPION DIFFERENTIATION ON FIND TRAINING (Feb 2, 2026)

Status: ✅ COMPLETE - Deployed to Production

Changes Made

Files Modified

Verification (Staging)

Code Review Findings (Gemini 3)

📋 PREVIOUS SESSION - TABBED INTERFACE FOR FIND TRAINING (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Production

Changes Made

Files Modified

Issue Resolved: CDN Cache

Verified on Staging

📋 PREVIOUS SESSION - MEASUREQUICK APPROVED TRAINING LABS (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Staging, Venues Displaying Correctly

Files Created

Files Modified

Issue Resolved: Venues Now Displaying on Map ✅

📋 PREVIOUS SESSION - FIND TRAINING PAGE ENHANCEMENTS (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Production

Changes Made

Files Modified

Verified Behavior

📋 PREVIOUS SESSION - FIND TRAINING PAGE IMPLEMENTATION (Jan 31 - Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Production

Why This Change

Files Created (8 new files)

Files Modified (3 files)

Multi-Model Code Review Findings & Fixes

Features Implemented

Deployment Status

📋 PREVIOUS SESSION - E2E TESTING & BUG FIXES (Feb 1, 2026)

Status: ✅ COMPLETE - Deployed to Staging, Ready for Production

Deployment & Testing Summary

Bugs Found & Fixed

Files Modified (4 files)

E2E Test Results

Staging Email Protection

Next Steps

📋 PREVIOUS SESSION - MULTI-MODEL SECURITY CODE REVIEW (Jan 31, 2026)

Status: ✅ COMPLETE - Deployed to Staging

Critical Issues Found & Fixed (12 total)

Deliverables

📋 PREVIOUS SESSION - MASTER TRAINER PROFILE EDIT ENHANCEMENT (Jan 9, 2026)

Status: ✅ COMPLETE - Deployed to Production

Changes Made

Files Modified

URLs

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

Status: ✅ COMPLETE - Documented as Technical Debt

Deliverables

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

Status: ✅ COMPLETE - Deployed to Production

Fixes Applied

Files Modified

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

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

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

Status: ✅ COMPLETE - WP-Cron Scheduled Sync Implemented

Changes Made

Interval Options

Admin Page Location

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

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

Changes Made

Files Modified

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

Status: ✅ COMPLETE - All Attendees Syncing Successfully

Issues Resolved

Zoho CRM Integration - Staging Environment (Working)

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

Gemini Development Environment Setup

📁 RECENT DEPLOYMENTS

v2.1.7 - Critical Nonce Fix (Nov 3, 2025)

v2.1.6 - Technical Debt Cleanup

v2.1.5 - Z-Index Stacking Fix

🧪 TESTING INFRASTRUCTURE

40 KiB

Raw Blame History