Planning Doc Phase II

California Forever Theme - Next Phase

Total Development Hours: 35 hrs Focus: Development items only (design handled separately) Quote Reference: Google Sheets

Live Site Development Rules

All Phase II features are hidden from public until explicitly launched.

Visibility Strategy by Feature

Development Guidelines

1. No nav changes until feature is approved for launch
2. New pages start as Private (visible to logged-in admins only)
3. Test posts/content as Drafts - don't publish until ready
4. New CPTs registered with 'public' => false or 'publicly_queryable' => false initially
5. Archive URLs won't be indexed if no posts are public
6. Keep existing pages untouched - don't add new modules to live pages until approved

Pre-Launch Checklist (per feature)

• [ ] Client approval received
• [ ] Content finalized
• [ ] QA on staging/local complete
• [ ] Change page status from Private → Published
• [ ] Add navigation links
• [ ] Update any CTAs/buttons pointing to feature
• [ ] Verify no 404s or broken links

Design Resources

Figma designs available for all Phase II features.

• Access: Figma MCP tool or screenshots provided by user
• Mockups folder: /Users/edowns/.claude/project-notes/california-forever/Phase_2_mockups/
• Content from designs: Use visible titles, copy, labels as filler content

Available Mockups

Content Plan

Rule: If real content isn't available, Claude provides filler. Ask if unsure. Rule: Extract filler content from Figma designs when available.

Content Status by Feature

1. Blog & Press Releases

Dev Hours: 11 hrs

Design Reference

Mockups: Blog.png, Blog Single.png, Blog post module.png

Archive Page: - Page title: "Blog" (single archive with filter tabs) - Filter tabs: All | Press Releases | Blog ✅ CONFIRMED - Mixed grid layout with featured + standard cards - Cards show: category label, title, date, read time, excerpt, featured image - "Next Page" pagination

Single Post: - Large title, date, featured image - Long-form content area - Share button with social links (Facebook, X, LinkedIn, copy link) ✅ CONFIRMED - "Recent blogs" section at bottom (3 cards + "See all")

Blog Post Module (placeable anywhere): - Title: "Recent Articles" with "See All" button - 3 cards - mixed format (some with images, some text-only) - Can filter by category ✅ CONFIRMED - Note: Need to handle posts with/without featured images gracefully

Architecture Decision ✅ CONFIRMED

Using: Native WordPress post CPT with custom taxonomy for Blog vs Press Release - Combined archive with filter tabs - Single template shared by both (Press Release = same as Blog single)

Development Tasks

1.1 Setup & Architecture

• [ ] Create custom taxonomy article_type with terms: "Blog", "Press Release"
• [ ] Register taxonomy in inc/custom-post-types.php or similar

1.2 Archive Page (4 hrs)

• [ ] Create archive.php template
• [ ] Archive header with "Blog" title
• [ ] Filter tabs UI (All / Press Releases / Blog)
• [ ] AJAX or URL-based filtering
• [ ] Post card component (image, category label, title, date, read time, excerpt)
• [ ] Mixed grid layout (featured + standard sizing)
• [ ] "Next Page" pagination

1.3 Single Template (4 hrs)

• [ ] Create single.php template
• [ ] Hero area with title, date
• [ ] Featured image (full width)
• [ ] Content area with typography styles
• [ ] Social share buttons (Facebook, X/Twitter, LinkedIn, Copy link)
• [ ] "Recent blogs" section at bottom

1.4 Blog Post Module (NEW)

• [ ] Create ACF module blog_posts or recent_articles
• [ ] Fields: title, category filter (optional), manual post selection (optional)
• [ ] Display 3 posts with mixed card format
• [ ] Handle posts with/without images
• [ ] "See All" button linking to archive
• [ ] Mobile responsive layout

1.5 Content Migration (2 hrs)

• [ ] Scrape/copy 9 posts from californiaforever.com
• [ ] Create posts with proper formatting
• [ ] Set featured images
• [ ] Assign taxonomy terms

Sample Content (from mockups)

2. In the Media (Existing CPT Enhancement)

Dev Hours: 5 hrs

Design Reference

Mockups: In the Media.png, In the media module.png

In the Media Page: - Title: "In the media" - Intro quote block at top - Grid of quote cards from publications - Each card: quote text, source logo, person name/title - Links to original articles ✅ CONFIRMED - "Next Page" pagination

"What Others Are Saying" Module: - Title: "What others are saying" with "See all" button - 3-column grid of quote cards - Company logos (NAIA, Netgear, Serve Robotics, UC Berkeley, etc.) - "Read more" button (expand or link to full page) - Can pull from media CPT OR manual curation ✅ CONFIRMED (Mixed)

Architecture Decision

Using: Existing media CPT (needs investigation when site is running) - "In the Media" page displays media CPT entries - "What Others Are Saying" module can pull from CPT or be manually curated - Each quote links to source article

Development Tasks

2.1 Investigate Existing Media CPT

• [ ] Review current media CPT structure when site is running
• [ ] Document existing fields and usage
• [ ] Determine what needs to be added/modified

2.2 In the Media Page Template

• [ ] Create page template or use ACF modules
• [ ] Intro quote block styling
• [ ] Quote card grid layout
• [ ] Source logo field (or auto-fetch from URL?)
• [ ] Link to original article
• [ ] Pagination

2.3 "What Others Are Saying" Module

• [ ] Create ACF module what_others_are_saying
• [ ] Fields: title, source (CPT query OR manual entries), "See all" link
• [ ] Quote card styling with logo
• [ ] "Read more" functionality
• [ ] Responsive 3-column → 1-column layout

3. Break Ground 2026 Pledge

Dev Hours: 10 hrs

Design Reference

Mockups: Living.png, pledge_form.png

Page Layout: - Hero: "Let's build California" with intro text - "Join the call to break ground" section with form - Signatory count display (e.g., "3,512 Signatories") - Supporters grid showing approved signers - CTA banner at bottom

Form Fields (from mockup): ✅ CONFIRMED - First name (required) - Last name (required) - Organization name (optional) - Position (optional) - Email* (required) - Note: "Submissions are reviewed before being added to the public list" - Share buttons (Facebook, X, LinkedIn, Copy link)

Supporters Display: - Grid format: "Name of Person" / "Name of Company" - Load More button ✅ CONFIRMED

Architecture Decision ✅ CONFIRMED

• Form: Gravity Forms → creates CPT entry (pending status)
• Storage: CPT pledge_signer with approval workflow
• Display: Supporters module showing approved entries
• Count: Reusable ACF module for signatory count
• Thank You: Simple confirmation page ✅ CONFIRMED

Development Tasks

3.1 Custom Post Type Setup

• [ ] Register CPT pledge_signer (public => false)
• [ ] Fields: first_name, last_name, organization, position, email, date_signed
• [ ] Meta field: approval_status (pending/approved/rejected)
• [ ] Admin columns: Name, Organization, Status, Date
• [ ] Quick edit approve/reject actions

3.2 Gravity Form Build

• [ ] Create "Break Ground Pledge" form
• [ ] Fields: First name, Last name, Organization, Position, Email*
• [ ] Anti-spam: Honeypot + reCAPTCHA v3
• [ ] gform_after_submission hook → create pledge_signer CPT (pending)
• [ ] Admin notification on new submission
• [ ] Redirect to Thank You page

3.3 Moderation Workflow (2 hrs)

• [ ] Custom admin list view for pending signers
• [ ] Bulk approve action
• [ ] Quick approve/reject row actions
• [ ] Status filter (Pending / Approved / Rejected)

3.4 Page Build (6 hrs)

• [ ] "Break Ground 2026" page with ACF modules
• [ ] Hero module with intro text
• [ ] Pledge letter content section
• [ ] Form embed section with Gravity Forms shortcode
• [ ] Signatory count display (with count)
• [ ] Supporters grid module:
• [ ] Query approved pledge_signer posts
• [ ] Display: "First Last" / "Organization"
• [ ] "Load More" button (AJAX)
• [ ] CTA banner at bottom
• [ ] Simple "Thank You" confirmation page

3.5 Signatory Count Module (NEW) ✅ CONFIRMED

• [ ] Reusable ACF module for displaying count anywhere
• [ ] Query: count of approved pledge_signer posts
• [ ] Display: "X,XXX Signatories" with styling
• [ ] Cache count for performance

3.6 CSV Import (1 hr)

• [ ] WP-CLI import script
• [ ] Parse CSV columns: First Name, Last Name, Organization, Position
• [ ] Create as approved pledge_signer posts
• [ ] Handle duplicates

4. Press Kit

Dev Hours: 5 hrs

Design Reference

Mockup: Press Kit.png

Page Layout: - Title: "Press Kit" - Subtitle: "To contact our press team, please email press@californiaforever.com" - Accordion sections with thumbnail previews: - Logos - Renderings - Maps - B-Roll - Team - Each section expands to show grid of downloadable files ✅ CONFIRMED

Development Tasks

4.1 ACF Module Setup

• [ ] Create group_module_press_kit.json
• [ ] Contact info fields (email, intro text)
• [ ] Sections repeater:
• Section title
• Section thumbnail/preview image
• Downloads repeater:
  • File upload
  • Title
  • Optional description

4.2 Module Template (5 hrs)

• [ ] Create inc/modules/page_modules/press_kit.php
• [ ] Accordion UI with expand/collapse
• [ ] Thumbnail preview for collapsed state
• [ ] Expanded: grid of downloadable files
• [ ] File card: icon, title, file size, download button
• [ ] Auto-detect file type for icon (PDF, ZIP, JPG, MP4, etc.)
• [ ] Responsive layout

4.3 Styling

• [ ] Accordion expand/collapse animation
• [ ] File type icons (Font Awesome)
• [ ] Download button styling
• [ ] Mobile accordion behavior

5. Phase 1 Cleanup

Dev Hours: 4 hrs

Design Reference

Mockups: In the media module.png (What Others Are Saying), About-Popup.png (Team popup)

5.1 "What Others Are Saying" Section (2 hrs)

Covered in Section 2 - "What Others Are Saying" module

5.2 Team Member Popup (2 hrs) ✅ CONFIRMED

Applies to: All team members

Popup Content: - Photo (left side) - Name + Title - Bio paragraph - "Why I am working on this project" section (OPTIONAL) ✅ CONFIRMED - Close button (X)

Implementation: - GLightbox inline content popup - Add ACF fields to existing team/people CPT or module: - bio (textarea/WYSIWYG) - likely exists - why_working (textarea) - NEW, optional field - Trigger: click on team member card - Style popup content to match mockup

Development Tasks

5.2.1 ACF Field Updates

• [ ] Add why_working field to team member fields (optional)
• [ ] Verify bio field exists

5.2.2 Popup Implementation

• [ ] Add GLightbox data attributes to team cards
• [ ] Create hidden popup content container per team member
• [ ] Style popup layout (photo left, content right)
• [ ] Conditionally show "Why I am working" section
• [ ] Mobile popup styling

Summary

Resolved Questions ✅

Open Questions

1. Blog module card layout: How to handle posts with/without images in the 3-card module? (Need design input)
2. Pledge signers CSV: When will initial CSV be provided? What columns exactly?
3. Press kit files: When will client provide organized assets?
4. Media CPT: Need to investigate existing structure when site is running

Dependencies

Prioritized Build Order

Recommended Sequence

Why This Order?

1. Blog first - Most visible deliverable, unblocks content entry, proves out post architecture
2. Team popup - 2-hour quick win while blog is fresh in mind
3. Pledge early - Complex feature, better to build infrastructure before CSV arrives
4. Media after site running - Need to investigate existing CPT structure
5. Press Kit last - Dependent on client asset delivery

Git Commit Strategy

Branch Structure

main
└── feature/phase-2-development
    ├── Commits for each completed task
    └── Merge to main when feature group is complete

Commit Cadence

Commit after completing each discrete task:

Commit Message Format

[Feature Area] Brief description

- Bullet point details if needed
- Reference to planning doc section

Phase II: Blog & Press Releases (Section 1)

Before Each Commit

• [ ] Code works locally
• [ ] No PHP errors/warnings
• [ ] Tailwind compiled if CSS changed
• [ ] ACF JSON exported if fields changed

Session Log

Progress Tracker

Overall Progress

[████████████████████] 100% (35/35 hrs)

Phase 2 complete.

By Feature

Task Checklist

1. Blog & Press Releases (11 hrs) ✅ COMPLETE

⚠️ PRE-PRODUCTION: Remove fake/filler posts before launch

⚠️ DESIGN UPDATE: Client revised designs - additional categories need to be implemented

Setup & Architecture - [x] Create article_type taxonomy - [x] Register taxonomy in theme

Archive Page (4 hrs) - [x] Create home.php template (WordPress blog archive) - [x] Archive header - [x] Filter tabs UI - [x] Post card component (reusable templates in template-parts/blog/) - [x] Grid layout (featured + standard) - [x] Pagination

Single Template (4 hrs) - [x] Create single.php template - [x] Hero area with title/date - [x] Featured image - [x] Content area - [x] Social share buttons - [x] "Recent blogs" section

Blog Post Module - [x] Create recent_articles ACF module - [x] Category filter field - [x] 3-card display - [x] Handle posts with/without images (excerpt shows for small cards) - [x] "See All" button

Content Migration (2 hrs) - [x] Import legacy posts - [x] Set featured images - [x] Assign taxonomy terms - [x] Created filler posts for testing

TODO: Design Updates - [ ] Implement additional categories from revised designs

2. In the Media (5 hrs) ✅ COMPLETE

Infrastructure (Done) - [x] Review existing media CPT structure - [x] Create ACF field group (acf-json/group_media_mention.json) - [x] Export testimonials from pages (content-import/export-testimonials.php) - [x] Import to CPT (content-import/import-media-mentions.php) - [x] 22 media mentions imported

Archive Template (Done) - [x] Create archive-media_mention.php - [x] Quote card grid (4 variants: person, press, org, simple) - [x] Pagination - [x] Masonry layout with Pattern A/B alternating rows - [x] Medium and full-width card variants - [x] Design refinements complete - [x] AJAX "Load More" functionality - [x] Card rendering refactored into reusable components - [x] Documentation (docs/IN-THE-MEDIA.md)

"What Others Are Saying" Module - [x] Create ACF module - [x] Quote card styling (reuse archive cards) - [x] Mixed source support (CPT + manual)

3. Break Ground 2026 Pledge (10 hrs) ✅ COMPLETE

⚠️ DESIGN UPDATE: Client revised designs - need to implement updated designs

CPT Setup - [x] Register pledge_signer CPT (inc/post-types/pledge-signers.php) - [x] Add meta fields - [x] Admin columns - [x] Approve/reject actions

Gravity Form - [x] Create form - [x] Form → CPT hook - [x] Admin notification - [x] Thank You redirect

Moderation Workflow (2 hrs) - [x] Pending signers view - [x] Bulk approve - [x] Status filters

Page Build (6 hrs) - [x] Create page with modules (Pledge page ID: 1885) - [x] Hero section - [x] Pledge letter content - [x] Form embed (pledge_form module) - [x] Supporters grid with Load More (supporters_grid module) - [x] CTA banner - [x] Thank You page (ID: 1886)

Signatory Count Module - [x] Create reusable module (signatory_count) - [x] Query approved count - [x] Styling

CSV Import (1 hr) - [x] Create import script (content-import/import-pledge-signers.php) - [x] Test with sample data - [x] Additional batches imported

TODO: Design Updates - [ ] Implement revised designs from client

4. Press Kit (5 hrs) ✅ COMPLETE

⚠️ CONTENT NEEDED: Client needs to enter real content (PDFs, images, documents)

ACF Setup - [x] Create module field group - [x] Sections repeater - [x] Downloads repeater

Template - [x] Create press_kit.php module - [x] Accordion UI - [x] File grid when expanded - [x] File type icons - [x] Download buttons

5. Phase 1 Cleanup (4 hrs) ✅ COMPLETE

"What Others Are Saying" (2 hrs) - [x] (Covered in Section 2)

Team Popup (2 hrs) ✅ COMPLETE - [x] Add enable_popup toggle field - [x] Add bio textarea field - [x] Add why_working ACF field (optional) - [x] Add linkedin_url field - [x] GLightbox popup implementation - [x] Popup styling (matches feature_cards pattern) - [x] LinkedIn button overlay on profile image - [x] Close button with proper styling - [x] Mobile layout

Legend