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Workcity Client Project Manager

by Ezekiel Success · github.com/walker-ziro/workcity-assessment-wordpress

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/walker-ziro/workcity-assessment-wordpress/archive/refs/heads/main.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.
Readme github.com/walker-ziro/workcity-assessment-wordpress ↗

A comprehensive WordPress plugin for managing client projects with advanced features including progress tracking, budget management, client contact information, and project categorization.

Features

Core Functionality

  • Custom Post Type: client_project for managing client projects
  • Project Categories: Organize projects with custom taxonomy
  • Advanced Meta Fields:
    • Client Name
    • Project Status (Not Started, In Progress, Completed, On Hold)
    • Project Deadline
    • Progress Percentage with visual progress bars
    • Project Description

Client Management

  • Client Contact Information:
    • Client Email Address
    • Client Phone Number
    • Client Company Name

Budget & Financial Tracking

  • Project Budget: Set and track project budgets
  • Currency Support: Multiple currency options (USD, EUR, GBP, CAD, AUD)
  • Budget Status: Visual indicators for budget tracking

Display & Filtering

  • Flexible Shortcode: [display_projects] with multiple options
  • Grid and List Views: Choose between card grid or detailed list display
  • Advanced Filtering: Filter by category, status, or client
  • Visual Progress Indicators: Progress bars and status badges
  • Deadline Alerts: Visual warnings for approaching and overdue deadlines

Admin Features

  • Dashboard Widget: Project statistics and overdue alerts
  • Organized Meta Boxes: Separated into logical groups (Details, Client Info, Budget)
  • User-Friendly Interface: Clean, responsive admin interface
  • Security: Nonce validation and input sanitization throughout

Installation

  1. Upload the plugin folder to /wp-content/plugins/
  2. Activate the plugin through the 'Plugins' menu in WordPress
  3. Start creating client projects under "Client Projects" in your admin menu

Usage

Creating Projects

  1. Navigate to "Client Projects" → "Add New" in your WordPress admin
  2. Fill in project details across the three meta boxes:
    • Project Details: Name, status, deadline, progress, description
    • Client Information: Contact details and company information
    • Budget & Pricing: Budget amount and currency selection
  3. Assign project categories as needed
  4. Publish the project

Displaying Projects

Use the shortcode [display_projects] with these optional attributes:

Basic Usage

[display_projects]

Advanced Options

[display_projects category="web-development" status="in_progress" client="john-doe" layout="grid" show_progress="true" show_budget="false" orderby="deadline" order="ASC"]

Shortcode Attributes

Attribute Description Default Options
category Filter by project category none Category slug
status Filter by project status none not_started, in_progress, completed, on_hold
client Filter by client name none Client name (partial match)
layout Display layout grid grid, list
show_progress Show progress bars true true, false
show_budget Show budget information false true, false
orderby Sort projects by date date, title, deadline, progress
order Sort order DESC ASC, DESC
limit Number of projects to show -1 (all) Any positive number

Examples

Show only completed projects:

[display_projects status="completed"]

Show web development projects in list view:

[display_projects category="web-development" layout="list"]

Show projects sorted by deadline:

[display_projects orderby="deadline" order="ASC"]

Show projects with budget information:

[display_projects show_budget="true"]

Project Categories

The plugin includes a custom taxonomy for organizing projects:

  • Create categories in "Client Projects" → "Categories"
  • Assign multiple categories to each project
  • Filter projects by category in the shortcode
  • Categories display as tags on project cards

Dashboard Widget

The admin dashboard includes a "Project Overview" widget showing:

  • Total number of projects by status

  • Overdue project alerts with direct links

  • Quick project statistics

  • Visual progress indicators

    Security Features

  • Nonce verification for all form submissions

  • Input sanitization and validation

  • Output escaping for safe display

  • Capability checks for admin functions

  • SQL injection prevention through WordPress APIs

Styling

The plugin includes comprehensive CSS styling:

  • Responsive design for all screen sizes
  • Status-based color coding
  • Hover effects and animations
  • Progress bar visualizations
  • Print-friendly styles
  • Customizable through theme CSS overrides

Requirements

  • WordPress 5.0 or higher
  • PHP 7.4 or higher
  • Modern web browser for optimal admin experience

Plugin Structure

workcity-client-project-manager/
├── client-projects-manager.php    # Main plugin file
├── assets/
│   └── style.css                 # Frontend and admin styles
├── templates/
│   ├── single-client_project.php  # Single project template
│   └── archive-client_project.php # Project archive template
└── README.md                     # Documentation

Customization

Custom Templates

Override the default templates by copying them to your theme:

  • single-client_project.php - Single project page
  • archive-client_project.php - Project archive page

Custom Styling

Add custom CSS to your theme to modify the appearance:

.wcp-project-item {
    /* Your custom styles */
}

Hooks and Filters

The plugin provides several hooks for developers:

  • wcp_project_meta_fields - Modify meta field saving
  • wcp_shortcode_query_args - Modify shortcode query arguments
  • wcp_project_display_html - Modify project display output

Technical Details

Custom Post Type

  • Slug: client_project
  • Supports: Title and Editor
  • Public: Yes, with archive pages
  • Menu Icon: Portfolio icon

Meta Fields

All meta fields are stored with the _wcp_ prefix:

  • _wcp_client_name: Client name
  • _wcp_project_status: Project status
  • _wcp_project_deadline: Project deadline
  • _wcp_project_progress: Progress percentage
  • _wcp_client_email: Client email
  • _wcp_client_phone: Client phone
  • _wcp_client_company: Client company
  • _wcp_project_budget: Project budget
  • _wcp_project_currency: Budget currency

Function Prefixes

All custom functions are prefixed with wcp_:

  • wcp_register_client_project_post_type()
  • wcp_register_project_categories()
  • wcp_add_project_meta_boxes()
  • wcp_save_project_meta_fields()
  • wcp_display_projects_shortcode()
  • wcp_add_dashboard_widget()

Requirements Compliance

✅ Custom Post Type with slug client_project
✅ Public-facing names: "Client Project" and "Client Projects"
✅ Meta boxes with required fields
✅ Secure data saving with nonce validation
✅ Shortcode named [display_projects]
✅ All functions prefixed with wcp_
✅ Input sanitization and output escaping
✅ Comprehensive functionality and features

Support

For support and feature requests, please visit the plugin's GitHub repository or contact the development team.

Version History

  • 1.2.0 - Enhanced functionality with progress tracking, categories, budget management, and dashboard widget
  • 1.1.0 - Added client contact information and improved admin interface
  • 1.0.0 - Initial release with core project management features

License

This plugin is licensed under the GPL v2 or later.

Built with ❤️ for WorkCity Assessment