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Workcity Client Project Manager

A plugin to manage client projects with custom post type, meta fields, and shortcode display.

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

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/walker-ziro/workcity-assessment-wordpress/archive/refs/heads/main.zip
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