PTA Tools – WordPress Azure & WooCommerce Integration

A comprehensive WordPress plugin that integrates Microsoft Azure/Microsoft 365 with WordPress and WooCommerce. Single sign-on, calendar sync, email, backups, PTA organizational management, OneDrive media, Classes, Event Tickets, Newsletter, Auction, Product Fields, Donations, and Volunteer Sign Up modules—all from one unified plugin (also known as Microsoft WP).

Current (v3.51): Fixed the user-account dropdown showing "Log In" for already-logged-in users. The shortcode now renders the full logged-in menu directly in PHP for authenticated requests (W3TC bypasses the page cache for logged-in users via pgcache.reject.logged = true, so this is safe), keeping the cache-safe JS-swap as a fallback for any cached anonymous HTML accidentally served to a logged-in browser. Also stops depending on JS execution succeeding in the presence of unrelated errors elsewhere on the page.

v3.50: PTA Roles module toggle now saves reliably from both the main PTA Tools page and the PTA Roles page — replaced the page-specific .pta-module-toggle handler with the shared .module-toggle + data-module="pta" pattern and removed a duplicate inline AJAX handler on the main page that was racing against admin.js. Same root cause and fix pattern as the v3.49 Calendar Sync save fix.

🎯 Introduction

PTA Tools (Microsoft WP) is an all-in-one plugin that brings Microsoft Azure/Microsoft 365 and WooCommerce together. Use it for enterprise authentication, backups, calendar sync, email, PTA roles, OneDrive media, Classes (variable pricing, TEC events), Event Tickets (seating, QR, Apple Wallet), Newsletter (drag-drop editor, tracking), Auction (bidding, Buy It Now, winner checkout), Product Fields (custom checkout fields with children profiles), Donations (round-up at checkout, campaigns, shortcode), and Volunteer Sign Up (SignUpGenius-style event sign-up sheets).

Why PTA Tools?

Unified Management: One plugin for Microsoft integrations and PTA/WooCommerce features
Enterprise-Grade Security: OAuth 2.0 with Azure AD
Flexible Configuration: Common or per-module Azure credentials
Modular Design: Enable only the modules you need (SSO, Backup, Calendar, Email, PTA, OneDrive, TEC Sync, Classes, Newsletter, Tickets, Auction, Product Fields, Donations, Volunteer Sign Up)
Professional Grade: Built for reliability and ease of use

🚀 Recent Updates & Performance

Version 1.1 - Performance Optimization

Recent updates have significantly improved plugin performance:

Performance Improvements:

✅ 45-50% faster page loads - Eliminated 185 file I/O operations per request
✅ Phase 1: Removed hot path logging (108 file writes)
✅ Phase 2: Cleaned component initialization (77 file writes)
✅ Automatic log cleanup - Old logs deleted after 30 days
✅ Database activity cleanup - Records cleaned after 90 days
✅ Scheduled maintenance - Daily WP-Cron jobs for housekeeping

What Was Optimized:

Phase 1: Removed verbose debug logging from plugin initialization and loading
Phase 2: Cleaned all component init methods, added user-controlled debug mode
Implemented intelligent log rotation (20MB limit)
Added module-specific debug mode UI (enable only when needed)

Debug Mode Available:

Enable in Azure Plugin → Main Settings → Debug Mode
Select specific modules to debug (SSO, Calendar, TEC, etc.)
Zero performance impact when disabled
Respects WordPress WP_DEBUG setting

Code Quality Assessment

A comprehensive code review has been completed:

Overall Rating: 6.5/10
Security: ✅ Strong (623+ proper escaping instances, nonce verification)
Architecture: ✅ Well-structured modular design
Performance: ✅ Recently optimized (was critical issue, now resolved)

Full review available: See review.md for detailed analysis and roadmap.

✨ Features Overview

🔐 SSO (Single Sign-On)

Azure AD authentication for WordPress
Replace or supplement traditional WordPress login
Automatic user provisioning
Custom button text and branding
Forced SSO mode for enhanced security
Exclusion list with domain-based filtering (block external domains from sync/login)

💾 Backup

Automated backups to Azure Blob Storage
Database, files, media, plugins, and themes backup
Granular plugin/theme selection (choose individual items to back up)
Scheduled backups with customizable frequency
Real-time progress bars for both backup and restore operations
Sync from Azure Storage to list and restore remote backups (useful on new instances)
Chunked uploads and streamed downloads to handle large sites without OOM
Email notifications

📅 Calendar Embed

Embed Microsoft 365/Outlook calendars
Multiple view options (month, week, day, list)
Customizable appearance
Event filtering and display options
Responsive design

🔄 Calendar Sync (TEC Integration)

Sync Microsoft 365 calendars to The Events Calendar (TEC)
Bi-directional sync support
Category mapping
Automated scheduled sync
Per-mapping sync schedules

📧 Email

Send emails via Microsoft Graph API
Multiple authentication methods
Contact forms with spam protection
Email queue management
Replace WordPress wp_mail() function

🏛️ PTA Roles Management

Complete organizational structure management
Department and role hierarchy with interactive org chart
Azure AD user provisioning
Office 365 group sync with department and role-level mappings
O365 group email display on org chart (mailto links)
Forminator integration for PTA role signup forms (modal popup from org chart)
Exec Board, Treasurer, Secretary support alongside VP roles
Audit trail and reporting

📁 OneDrive/SharePoint Media

Store WordPress media in OneDrive/SharePoint with automatic upload
SharePoint document library integration with site/drive browsing
Recursive sync into year-based subfolders
Repair Missing Media tool (re-downloads files missing locally after backup restore)
Sharing link and thumbnail URL generation
Optional local copy retention or cloud-only storage

📚 Classes

WooCommerce “Class” product type with TEC event integration
Variable pricing (min/max attendees, final price)
Commit-to-buy flow and payment request emails
Chaperone assignment and season/schedule metadata

📧 Newsletter

Drag-and-drop newsletter editor
Lists, campaigns, and queue management
Open/click tracking and bounce handling
Send via Microsoft Graph or configured mailer

🎫 Event Tickets

WooCommerce “Event Ticket” product type
Visual seating designer and seat selection
QR code tickets and Apple Wallet
Event check-in

🔨 Auction

WooCommerce “Auction” product type
Bidding end date/time; optional Buy It Now with immediate payment
Live countdown timer on product page
Quick bid buttons (+$5, +$10, +$20) and max bid (auto-bid)
Confirm-bid modal to prevent accidental bids
Instant bid history updates (no page refresh needed)
Masked bidder display (e.g. “Ja***”); full bid audit trail in dedicated database table
Winner order and checkout (Stripe via WooCommerce); “You won” email

Product Fields

Custom WooCommerce checkout fields (child’s name, allergies, etc.)
Children Profiles: parents manage multiple child profiles on their account
Field values auto-populate from saved profiles during checkout
Group fields and apply by product category
Saved to user accounts for auto-population on return visits
Admin management UI under Selling > Product Fields

Donations

Round-up to nearest dollar toggle at checkout
Quick-pick donation buttons ($1, $5, $10 or custom)
Campaign management with fundraising goals and progress tracking
[pta-donate] shortcode for standalone donation forms on any page
All donations recorded and linked to WooCommerce orders

🙋 Volunteer Sign Up

SignUpGenius-style volunteer sign-up sheets
Link sheets to The Events Calendar events (auto-populate date and location)
Define activities/roles with configurable volunteer spots
Users sign up from the frontend; guests prompted to log in or register
Confirmation email on sign-up; 1-day reminder email before the event
[volunteer_signup id=“X”] shortcode for any page
Admin management UI under Calendar > Volunteer Sign Up

📋 Requirements

Minimum Requirements

WordPress: 5.0 or higher
PHP: 7.4 or higher
MySQL: 5.6 or higher
HTTPS: Required for Azure authentication
cURL Extension: Required for API communications
WooCommerce: Required for Classes, Event Tickets, Auction, Product Fields, and Donations modules
The Events Calendar: Optional; required for Calendar Sync and Volunteer Sign Up TEC event linking

Recommended Requirements

WordPress: 6.0 or higher
PHP: 8.0 or higher
MySQL: 8.0 or higher
Memory: 256MB or higher
Max Execution Time: 300 seconds (for backups and sync operations)

Required PHP Extensions

curl - For API communications
json - For data processing
openssl - For secure communications
zip - For backup archive creation
mysqli - For database operations

Azure Requirements

Active Azure subscription (free tier available)
Azure AD tenant
App registration in Azure AD
Appropriate API permissions (varies by module)

🚀 Initial Setup & Basic Configuration

Step 1: Install the Plugin

Download the plugin ZIP file
In WordPress, go to Plugins → Add New → Upload Plugin
Select the Azure Plugin.zip file
Click Install Now
After installation, click Activate Plugin

Step 2: Create Azure App Registration

Before configuring the plugin, you need to create an App Registration in Azure AD:

Go to the Azure Portal
Navigate to Azure Active Directory → App registrations
Click New registration
Configure your application:
- Name: WordPress Microsoft Integration (or your site name)
- Supported account types:
  - Single tenant (recommended for most organizations)
  - Multi-tenant if needed for guests
- Redirect URI:
  - Platform: Web
  - URL: https://yoursite.com/wp-admin/admin-ajax.php?action=azure_sso_callback
  - (Replace yoursite.com with your actual domain)
Click Register

Step 3: Get Your Credentials

After registration, note these important values:

Application (client) ID: Found on the app overview page
Directory (tenant) ID: Found on the app overview page
Client Secret:
- Go to Certificates & secrets
- Click New client secret
- Add a description (e.g., "WordPress Plugin")
- Choose expiration (recommend 24 months)
- Click Add
- Copy the Value immediately (you can't see it again!)

Step 4: Configure API Permissions

In your App Registration, go to API permissions:

Click Add a permission
Select Microsoft Graph
Choose Delegated permissions or Application permissions based on your needs

Recommended Starting Permissions:

Delegated permissions:
- User.Read - Read user profile
- Calendars.Read - Read calendars
- Calendars.ReadWrite - Write to calendars
- Mail.Send - Send emails
- Files.Read.All - Read OneDrive files
- Sites.Read.All - Read SharePoint sites
Application permissions (for PTA module):
- User.ReadWrite.All - Manage users
- Group.ReadWrite.All - Manage groups
- Directory.ReadWrite.All - Update user properties

Click Add permissions
Click Grant admin consent for [Your Organization] (requires admin rights)

⚙️ Common Configuration

After installing and activating the plugin, navigate to Azure Plugin in your WordPress admin menu.

Common Credentials Setup

The plugin supports two credential modes:

Option 1: Use Common Credentials (Recommended)

Use one set of Azure credentials for all modules:

Navigate to Azure Plugin → Main Settings
Check "Use common credentials for all modules"
Enter your credentials:
- Client ID: Your Application (client) ID
- Client Secret: Your client secret value
- Tenant ID: Your Directory (tenant) ID (or use common for multi-tenant)
Click Save Settings

Benefits:

Simpler management
Single app registration needed
Easier permission management

Option 2: Module-Specific Credentials

Use different Azure app registrations for each module:

Leave "Use common credentials" unchecked
Configure credentials individually in each module settings page
Each module will show its own credential input fields

Benefits:

Granular permission control
Separate apps for different purposes
Better security isolation

Module Management

Enable or disable modules based on your needs:

Go to PTA Tools (Azure Plugin) → Main Settings
Toggle modules on/off:
- SSO – Single Sign-On authentication
- Backup – Azure Blob Storage backups
- Calendar – Calendar embedding
- Email – Microsoft Graph email
- PTA Roles – Organizational management
- TEC Integration – Sync Outlook calendars to The Events Calendar
- OneDrive Media – OneDrive/SharePoint media
- Classes – Class products with variable pricing and TEC
- Newsletter – Newsletter editor and sending
- Event Tickets – Seating, QR tickets, check-in
- Auction – Auction products with bidding and Buy It Now
- Product Fields – Custom WooCommerce checkout fields
- Donations – Round-up at checkout and campaign donations
- Volunteer Sign Up – SignUpGenius-style event volunteer sheets
Click Configure next to any enabled module to access its settings

📦 Module Configurations

🔐 SSO (Single Sign-On)

Admin Page: Azure Plugin → SSO

Overview

Enable secure authentication using Microsoft Azure AD. Users can sign in with their Microsoft 365 accounts instead of (or in addition to) WordPress passwords.

Configuration Steps

1. Basic Settings

Require SSO: Force all users to authenticate via Azure AD (disables WordPress login)
- ⚠️ Warning: Test SSO thoroughly before enabling this!
Auto Create Users: Automatically create WordPress accounts for new Azure AD users
Default Role: WordPress role assigned to new SSO users (Subscriber, Author, Editor, etc.)

2. Custom Role Configuration

Use Custom Role: Create a custom WordPress role specifically for Azure AD users
Custom Role Name: Name for the custom role (default: "AzureAD")
- The role will have basic subscriber capabilities plus azure_ad_user capability

3. Login Button Configuration

Show on Login Page: Display the SSO button on the WordPress login page
Button Text: Customize the text shown on the login button
- Default: "Sign in with WilderPTSA Email"
- The Microsoft icon will always be displayed
- Example: "Sign in with Company Email"

4. User Synchronization

Enable User Sync: Automatically sync user data from Azure AD
Sync Frequency: How often to sync users (hourly, daily, weekly)
Preserve Local Data: Keep local WordPress user data during sync

5. Exclusion List

Excluded Users: Manually exclude specific usernames from sync
Exclude External Domains: Check "Do not sync accounts from outside domain" to block all email domains that don't match your organization domain (e.g., block gmail.com, outlook.com, yahoo.com while allowing wilderptsa.net). Applies to both sync and SSO login.

Testing SSO

Click Test SSO Connection to verify your Azure configuration
Open an incognito/private browser window
Go to your WordPress login page
Click the SSO button
Sign in with a Microsoft account
Verify you're logged into WordPress

SSO Shortcodes

Login Button

[azure_sso_login]
[azure_sso_login text="Sign in with WilderPTSA Email" redirect="/dashboard"]

Parameters:

text - Button text (default: "Sign in with WilderPTSA Email")
redirect - URL to redirect to after login
class - CSS class for the button
style - Inline CSS styles

Logout Button

[azure_sso_logout]
[azure_sso_logout text="Sign out" redirect="/"]

Parameters:

text - Button text (default: "Sign out")
redirect - URL to redirect to after logout
class - CSS class for the button
style - Inline CSS styles

User Information

[azure_user_info]
[azure_user_info field="display_name"]
[azure_user_info field="email"]

Parameters:

field - Specific field to display:
- display_name - User's display name
- email - User's email address
- azure_id - Azure user ID
- last_login - Last login timestamp
- wp_username - WordPress username
- wp_display_name - WordPress display name
logged_out_text - Message shown when user is not logged in
format - Output format (html or json)

💾 Backup

Admin Page: Azure Plugin → Backup

Overview

Automated backups of your WordPress site to Azure Blob Storage. Securely store database, files, media, plugins, and themes in the cloud.

Prerequisites

Azure Storage Account
Azure Blob Storage container
Storage account access key

Azure Storage Setup

In Azure Portal, create a Storage Account
Create a Container (e.g., "wordpress-backups")
Note your Storage Account Name and Access Key

Configuration Steps

1. Storage Credentials

If not using common credentials:

Storage Account Name: Your Azure storage account name
Storage Account Key: Access key from Azure Portal
Container Name: Name of your blob container

2. Backup Settings

Backup Types: Select what to backup:
- ☑ Database
- ☑ WordPress Content (wp-content folder)
- ☑ Media Files (wp-content/uploads)
- ☑ Plugins — expandable with individual plugin checkboxes
- ☑ Themes — expandable with individual theme checkboxes
Use "select individually" to expand plugins or themes and choose specific items
Scheduled Backups:
- Enable automated backups
- Frequency: hourly, daily, weekly, monthly
Backup Retention:
- Number of backups to keep
- Older backups are automatically deleted
Email Notifications:
- Send email when backup completes
- Send email on backup failures
- Notification email address

3. Manual Backup

Click Start Manual Backup to run an immediate backup. A real-time progress bar tracks each phase (database, content, media, plugins, themes, archive creation, Azure upload).

4. Restore from Backup

From Recent Backup Jobs (local database):

Find the backup in Recent Backup Jobs
Click Restore next to the backup
A progress bar tracks the restore operation in real-time
⚠️ Warning: This will overwrite existing data!

From Azure Storage (remote / new instance):

Click Sync from Azure to list all backups stored in Azure Blob Storage
The Azure Storage Backups table shows blob name, size, date, and whether a local job record exists
Click Restore on any remote backup to download and restore it directly
Progress is tracked in real-time during download, extraction, and restoration

No Shortcodes Available

📅 Calendar Embed

Admin Page: Azure Plugin → Calendar

Overview

Embed Microsoft 365 or Outlook calendars directly into your WordPress pages and posts. Display events in multiple views with customizable styling.

Configuration Steps

1. Authentication

Your M365 Account: Your Microsoft 365 email address
Shared Mailbox Email (optional): Email of a shared mailbox to access
Click Authenticate Calendar to sign in with Microsoft
Grant permissions when prompted

2. Calendar Selection

After authentication:

Click Refresh Calendars to load your available calendars
Select which calendars to enable for embedding
Set timezone for each calendar
Click Save Calendar Settings

Calendar Embed Shortcodes

Full Calendar Display

[azure_calendar id="calendar_id"]
[azure_calendar id="AQMkADAwATMwMAItZjFiZS00" view="month" height="600px"]

Parameters:

id - Required. Calendar ID from Calendar admin page
view - Display view: month, week, day, list (default: month)
height - Calendar height (default: 600px)
width - Calendar width (default: 100%)
theme - Color theme: default, dark
timezone - Timezone for display
max_events - Maximum events to display (default: 100)
start_date - Start date filter (ISO format)
end_date - End date filter (ISO format)
show_toolbar - Show calendar navigation toolbar (default: true)
show_weekends - Display weekends (default: true)
first_day - First day of week: 0 (Sunday) or 1 (Monday)
time_format - Time format: 12h or 24h

Events List

[azure_calendar_events id="calendar_id"]
[azure_calendar_events id="calendar_id" limit="10" format="list" upcoming_only="true"]

Parameters:

id - Required. Calendar ID
limit - Number of events to display (default: 10)
format - Display format: list, grid, compact (default: list)
show_dates - Show event dates (default: true)
show_times - Show event times (default: true)
show_location - Show event location (default: true)
show_description - Show event description (default: false)
date_format - PHP date format (default: M j, Y)
time_format - PHP time format (default: g:i A)
upcoming_only - Show only future events (default: true)
class - CSS class for styling

Single Event

[azure_calendar_event id="calendar_id" event_id="event_id"]

Parameters:

id - Required. Calendar ID
event_id - Required. Specific event ID
show_attendees - Show event attendees (default: false)
show_description - Show event description (default: true)
class - CSS class for styling

🔄 Calendar Sync (TEC Integration)

Admin Page: Azure Plugin → Calendar → TEC Sync Tab

Overview

Synchronize Microsoft 365 calendars with The Events Calendar (TEC) plugin. Automatically import Outlook events as WordPress events with category mapping and scheduled sync.

Prerequisites

The Events Calendar plugin must be installed and activated
Calendar authentication (same as Calendar Embed module)

Configuration Steps

1. Authentication

Use the same authentication as Calendar Embed:

Your M365 Account: Your Microsoft 365 email address
Shared Mailbox Email (optional): Shared mailbox to sync from
Click Authenticate Calendar

2. Create Calendar Mappings

Click Add Calendar Mapping
In the modal:
- Outlook Calendar: Select the source Microsoft calendar
- TEC Category: Choose or create a TEC category
- Schedule Settings:
  - Enable scheduled sync
  - Sync frequency (every 15min, 30min, hourly, daily)
  - Lookback days (how far in the past to sync)
  - Lookahead days (how far in the future to sync)
Click Save Mapping

3. Sync Options

Manual Sync: Click Sync Now to immediately sync all mappings
Scheduled Sync: Enable per-mapping automatic synchronization
Delete Mapping: Remove calendar mappings you no longer need

How It Works

Plugin fetches events from your Outlook calendar
Events are created/updated in The Events Calendar
Events are assigned to the mapped TEC category
Sync runs on the configured schedule
Duplicate events are prevented by checking event IDs

No Additional Shortcodes

TEC Integration uses The Events Calendar's built-in shortcodes and display features. Refer to TEC documentation for displaying synced events.

📧 Email

Admin Page: Azure Plugin → Email

Overview

Send emails through Microsoft Graph API instead of traditional SMTP. Includes contact forms, email queue management, and WordPress wp_mail() replacement.

Configuration Steps

1. Authentication Methods

Choose your authentication approach:

User Authentication: Send emails on behalf of specific users
- Enter user email address
- Authenticate with Microsoft
- Grant Mail.Send permissions
Application Authentication: Send emails as the application
- Requires application-level permissions
- No per-user authentication needed

2. Email Settings

From Name: Default sender name for emails
From Email: Default sender email address
Reply-To Email: Email for replies
Replace wp_mail(): Use Microsoft Graph for all WordPress emails

3. Contact Form Configuration

Enable Contact Forms: Allow use of contact form shortcode
Default Recipient: Email address to receive form submissions
Spam Protection: Enable built-in spam filtering
Rate Limiting: Limit form submissions per IP

4. Email Queue

Enable Queue: Process emails asynchronously
Queue Processing: Frequency of queue processing
Retry Failed: Automatically retry failed emails
Max Retries: Number of retry attempts

Email Shortcodes

Contact Form

[azure_contact_form]
[azure_contact_form to="admin@site.com" subject="Contact Form Submission"]

Parameters:

to - Recipient email address
subject - Email subject line
show_phone - Show phone number field (default: false)
show_company - Show company field (default: false)
required_fields - Comma-separated list: name,email,phone,message
success_message - Message shown after successful submission
button_text - Submit button text (default: "Send Message")
class - CSS class for form styling

Example with all options:

[azure_contact_form 
    to="sales@company.com" 
    subject="Sales Inquiry" 
    show_phone="true" 
    show_company="true"
    required_fields="name,email,phone,message"
    success_message="Thanks! We'll contact you soon."
    button_text="Get in Touch"]

Email Status (Admin Only)

[azure_email_status]
[azure_email_status show_queue_count="true"]

Parameters:

show_queue_count - Display pending email count (default: true)
show_failed_count - Display failed email count (default: true)
show_success_rate - Display success rate percentage (default: true)

Email Queue (Admin Only)

[azure_email_queue]
[azure_email_queue limit="20" status="pending"]

Parameters:

limit - Number of emails to display (default: 10)
status - Filter by status: pending, sent, failed, all (default: all)
show_details - Show email content preview (default: false)

🏛️ PTA Roles Management

Admin Page: Azure Plugin → PTA Roles

Overview

Complete organizational management system for PTAs and nonprofits. Manage departments, roles, and assignments with automatic Azure AD provisioning and Office 365 group synchronization.

Configuration Steps

1. Enable PTA Module

Go to Azure Plugin → Main Settings
Enable PTA Roles module
Ensure you have these Azure permissions:
- User.ReadWrite.All
- Group.ReadWrite.All
- Directory.ReadWrite.All

2. Department Management

Go to PTA Roles → Departments
Default departments are pre-configured:
- Exec Board
- Communications
- Enrichment
- Events
- Volunteers
- Ways and Means
Assign Vice Presidents (VPs) to each department
VPs become Azure AD managers for their department members

3. Role Management

Go to PTA Roles → Roles
58+ pre-configured roles available
Each role has:
- Name and description
- Department assignment
- Maximum occupancy
- Current assignment count

4. User Assignments

Go to PTA Roles → Assign Users
Select a user
Assign to one or more roles
Set primary role (determines Azure AD manager)
Changes automatically sync to Azure AD

5. Office 365 Groups

Go to PTA Roles → O365 Groups
Click Sync O365 Groups to import groups from tenant
Create mappings:
- Map individual roles to groups (via Edit Role modal)
- Map departments to groups (via Edit Department modal)
Group memberships automatically sync based on role assignments
O365 group emails appear on the org chart as mailto: links (e.g., president@wilderptsa.net)

6. Forminator Integration (Signup Forms)

Go to PTA Roles → Forminator Customization
Select a Forminator form to use as the PTA role signup form
Map form fields to role name, department, first name, last name, email
When visitors click a role on the org chart, a modal opens with the form pre-populated
Logged-in users have their name and email pre-filled automatically

6. Monitoring

Sync Queue: Monitor background jobs for user provisioning
Audit Logs: Complete history of all organizational changes
Dashboard: Overview of departments, roles, and assignments

How It Works

User Assignment: Admin assigns WordPress user to PTA role
Azure AD Provisioning: If user doesn't have Azure AD account:
- Account is automatically created
- Email: firstname+lastInitial@wilderptsa.net
- Office 365 Business Basic license assigned
- Temporary password generated
Manager Hierarchy: Primary role determines Azure AD manager
- Department VPs become managers
- Hierarchy syncs to Azure AD
Group Membership: User is added to mapped Office 365 groups
Job Title Sync: Role assignments become Azure AD job titles

PTA Shortcodes

Roles Directory

[pta-roles-directory]
[pta-roles-directory department="communications" columns="3" layout="team-cards"]

Parameters:

department - Filter by department name or slug
description - Show role descriptions (default: false)
status - Filter by status: all, open, filled, partial (default: all)
columns - Number of columns: 1-5 (default: 3)
show_count - Show assignment count (default: true)
show_vp - Show department VP (default: false)
layout - Display layout: grid, list, cards, team-cards (default: grid)
show_avatars - Show user avatars in team-cards layout (default: true)
show_contact - Show contact links in team-cards layout (default: true)
avatar_size - Avatar size in pixels (default: 80)

Department Roles

[pta-department-roles department="communications"]
[pta-department-roles department="events" show_vp="true" show_description="true"]

Parameters:

department - Required. Department name or slug
show_vp - Show department VP (default: true)
show_description - Show role descriptions (default: false)
layout - Display layout: list, grid (default: list)

Org Chart

[pta-org-chart]
[pta-org-chart department="all" interactive="true" height="500px"]

Parameters:

department - Department to display or all (default: all)
interactive - Enable interactive features (default: false)
height - Chart height (default: 400px)

Role Card

[pta-role-card role="president"]
[pta-role-card role="communications-vp" show_contact="true"]

Parameters:

role - Required. Role name or slug
show_contact - Show contact information (default: false)
show_description - Show role description (default: true)
show_assignments - Show assigned users (default: true)

Department VP

[pta-department-vp department="communications"]
[pta-department-vp department="events" show_email="true"]

Parameters:

department - Required. Department name or slug
show_contact - Show contact information (default: false)
show_email - Show email address (default: false)

Open Positions

[pta-open-positions]
[pta-open-positions department="volunteers" limit="5"]

Parameters:

department - Filter by department or all (default: all)
limit - Maximum positions to show (default: -1 for all)
show_department - Show department names (default: true)
show_description - Show role descriptions (default: false)

User Roles

[pta-user-roles]
[pta-user-roles user_id="123" show_department="true"]

Parameters:

user_id - User ID to display roles for (default: current user)
show_department - Show department names (default: true)
show_description - Show role descriptions (default: false)

📁 OneDrive/SharePoint Media

Admin Page: Azure Plugin → OneDrive Media

Overview

Store WordPress media files in OneDrive or SharePoint with automatic upload, cloud-first serving, and full Media Library integration. Files uploaded through WordPress are sent to OneDrive/SharePoint and optionally removed locally to save server space.

Configuration Steps

1. Authentication

Enter your M365 email address
Click Authorize OneDrive Access
Grant permissions:
- Files.Read.All
- Files.ReadWrite.All
- Sites.Read.All

2. Storage Type Selection

Choose your storage location:

Option A: OneDrive

Select OneDrive
Click Browse Folders
Select your base folder
Click Select Folder

Option B: SharePoint

Select SharePoint
Enter SharePoint site URL
Click Browse Sites to search for your site
Click Browse Drives to select document library
Click Browse Folders to select base folder

3. Media Organization

Base Folder: Root folder for media files
Year-Based Folders: Automatically organize media by year (e.g., WordPress Media/2025/, WordPress Media/2026/)
Create Year Folders: Click to generate folder structure

4. Sync & Repair

Sync from OneDrive Now: Import new files from OneDrive into the Media Library. Recursively walks all subfolders (including year-based folders) to find files not yet mapped.
Repair Missing Media: Re-download files that have OneDrive mappings but are missing locally. Essential after restoring a backup on a new server where the physical media files weren't included. Also refreshes stale sharing/thumbnail URLs.
Auto-Sync: Enable scheduled sync (hourly, twice daily, or daily) to automatically import new files.

5. Public Access & CDN

Sharing Links: Anonymous or organization-only access links
CDN Optimization: Leverage Microsoft's global CDN for faster delivery
Local Copies: Optionally keep local copies or serve directly from OneDrive

No Shortcodes Available

Files are accessed through the WordPress media library interface. OneDrive/SharePoint URLs are transparently served via wp_get_attachment_url filters.

📚 Classes

Admin Page: Azure Plugin → Classes

Overview

WooCommerce “Class” product type for courses/workshops with The Events Calendar integration, variable pricing based on enrollment, and a commit-to-buy flow. Admins set schedule, venue, chaperone, and pricing; customers commit first and pay when the final price is set.

Key Features

Product type: “Class” in WooCommerce product type selector
Schedule: Start date, recurrence, occurrences, start time, duration
Variable pricing: Min/max attendees, price at min/max, final price when finalized
Commitment flow: $0 checkout to reserve; payment request email when final price is set
Chaperone: Assign and invite by email
TEC: Optional link to TEC events for calendar display

No Shortcodes Listed Here

Class products are sold via standard WooCommerce product pages and cart/checkout.

📧 Newsletter

Admin Page: Azure Plugin → Newsletter

Overview

Create and send newsletters with a drag-and-drop editor, manage lists and campaigns, track opens/clicks, and handle bounces. Can use the plugin’s email module (e.g. Microsoft Graph) or your configured mailer.

Key Features

Editor: Drag-and-drop content blocks
Lists: Subscriber lists and membership
Campaigns: Create and send campaigns from templates
Queue: Queue management and sending
Tracking: Open and click tracking; bounce handling and stats

No Shortcodes Reference in This Section

Newsletter signup/display shortcodes (if any) are configured in the Newsletter module settings.

🎫 Event Tickets

Admin Page: Azure Plugin → Event Tickets

Overview

WooCommerce “Event Ticket” product type with visual seating designer, seat selection on the frontend, QR code tickets, Apple Wallet support, and event check-in.

Key Features

Product type: “Event Ticket” in WooCommerce
Seating: Designer for venue layouts; customers pick seats
Tickets: QR codes and Apple Wallet passes
Check-in: Dedicated check-in page/tool for events
TEC: Link to The Events Calendar events and venues

No Shortcodes Listed Here

Tickets are sold via WooCommerce product pages; seating UI is shown on the single product page.

🔨 Auction

Admin Page: Azure Plugin → Auction

Overview

WooCommerce “Auction” product type with timed bidding, optional Buy It Now, max bid (proxy/auto-bid), and winner checkout. Requires WooCommerce; payment runs through WooCommerce checkout (e.g. Stripe via WooCommerce Stripe Gateway).

Configuration Steps

1. Enable the Module

Go to Azure Plugin → Main Settings
Enable Auction
Click Configure to open the Auction dashboard

2. Create an Auction Product

Go to Products → Add New (or edit a product)
Set Product type to Auction
Open the Auction tab and set:
- Starting Bid: the opening bid amount (saved as Regular Price)
- Bidding End Date and Bidding End Time
- Buy It Now: checkbox and price (optional)
- Require immediate payment: when checked, Buy It Now sends the customer to checkout immediately
Publish the product

3. How Bidding Works

Frontend: Single product page shows current/starting bid, live countdown timer, bid input with compact quick buttons (+$5, +$10, +$20), and optional “Set max bid”. A confirm-bid modal prevents accidental bids. Bid history updates instantly without page refresh.
Login: Users must be logged in to bid; others see “Register/Login to bid”.
Max bid: If set, the system auto-bids up to that amount in increments (e.g. $5) when outbid.
Audit: All bids, times, and IP addresses are stored in the wp_azure_auction_bids database table.

4. When the Auction Ends

When the bidding end time has passed (checked on product load or cron), the auction is marked ended.
The winner is the user with the highest bid at end time.
A WooCommerce order is created for the winning amount and the winner is emailed a “You won” message with a link to checkout to pay (Stripe or other gateways as configured).

5. Buy It Now

If Buy It Now is enabled and the auction has not ended, a “Buy It Now” button is shown.
On click, an order is created at the Buy It Now price and the customer is redirected to checkout.
The auction is marked sold so the normal “winner” flow does not run.

Requirements

WooCommerce must be active
Stripe: Use WooCommerce Stripe Gateway for Stripe; no separate Stripe SDK in the plugin
Email: “You won” emails use wp_mail (or the plugin’s email module if you route transactional mail through it)

No Shortcodes

Auction products are displayed and bid on via the standard WooCommerce single product page.

📝 Product Fields

Admin Page: PTA Tools > Selling > Product Fields

Overview

Custom WooCommerce checkout fields that are saved to user accounts and auto-populated on return visits. Create field groups (e.g. "Child Information") and apply them to specific product categories.

Key Features

Field Groups: Group related fields together (e.g. "Student Info", "Dietary Needs")
Category Mapping: Apply field groups to specific WooCommerce product categories
User Meta Storage: Field values saved to user accounts for auto-population
Checkout Integration: Fields appear on checkout for applicable products
Order Meta: Field values saved to order line items

Configuration

Go to PTA Tools > Selling > Product Fields
Create a Field Group (e.g. "Student Information")
Add fields to the group (text, select, checkbox, etc.)
Assign the group to product categories
Fields automatically appear at checkout for matching products

No Shortcodes

Product Fields are managed through the admin UI and appear automatically on WooCommerce checkout pages.

💝 Donations

Admin Page: PTA Tools > Selling > Donations

Overview

Accept donations at checkout with round-up and custom amount options. Create fundraising campaigns with goals and progress tracking. Place standalone donation forms on any page with the [pta-donate] shortcode.

Configuration Steps

1. Enable the Module

Go to PTA Tools > Main Settings
Enable Donations under the Selling card
Navigate to PTA Tools > Selling > Donations

2. Create a Campaign

Click New Campaign
Enter name, description, and optional fundraising goal
Save the campaign

3. Configure Settings

Enable Round-Up: Show "Round up to nearest dollar" toggle at checkout
Enable Custom Amount: Show quick-pick donation buttons at checkout
Quick Amounts: Comma-separated dollar amounts (e.g. 1,5,10,25)
Default Campaign: Which campaign receives donations

Checkout Widget

When enabled, a donation widget appears before the Place Order button:

Round-up toggle: Rounds the cart total to the nearest dollar
Quick-pick buttons: Pre-set donation amounts ($1, $5, $10)
Custom input: Enter any amount
Donations are added as WooCommerce cart fees
Recorded and linked to campaigns after order completion

Donations Shortcode

[pta-donate]
[pta-donate campaign_id="1" amounts="5,10,25,50" button_text="Support Us"]

Parameters:

campaign_id - Campaign to donate to (default: the default campaign)
amounts - Comma-separated dollar amounts (default: 5,10,25,50)
show_custom - Show custom amount input: yes or no (default: yes)
button_text - Submit button text (default: "Donate Now")

Displays a standalone donation form with:

Campaign name, description, and progress bar (if goal is set)
Amount selection buttons
Optional custom amount input
Adds donation to WooCommerce cart as a fee

🙋 Volunteer Sign Up

Admin Page: PTA Tools > Calendar > Volunteer Sign Up

Overview

A SignUpGenius-style volunteer coordination system. Create sign-up sheets for events, define activities with volunteer spots, and let users sign up from the frontend. Optionally link sheets to The Events Calendar events for automatic date/location population.

Configuration Steps

1. Enable the Module

Go to PTA Tools > Main Settings
Enable Volunteer Sign Up under the Calendar module card
Navigate to PTA Tools > Calendar > Volunteer Sign Up tab

2. Create a Sign-Up Sheet

Click New Sign-Up Sheet
Enter a title, optional description
Optionally link to a TEC event (auto-populates date and location)
Set event date and location manually if not using TEC
Set status to Open or Closed

3. Add Activities / Roles

In the sheet editor modal, add activities under Activities / Roles
Each activity has:
- Name: e.g. "Concessions 4PM"
- Description: optional details
- Spots Needed: number of volunteers required
Click Save Sheet

4. Display on the Frontend

Use the shortcode on any page or post:

[volunteer_signup id="1"]

The frontend displays:

Sheet title, description, and event meta (date, location)
Activity cards showing available spots and current volunteers
Logged-in users can check activities and click Save to sign up
Users can withdraw from activities they've signed up for
Guests see a login/register prompt

5. Emails and Reminders

Confirmation email: Sent immediately after sign-up with event name, activities, date, and location
Reminder email: Sent automatically 1 day before the event date via a daily scheduled job

Volunteer Sign Up Shortcode

[volunteer_signup id="1"]

Parameters:

id - Required. The sign-up sheet ID (shown in the admin table shortcode column)

📚 Shortcodes Reference

Quick Reference Table

Module	Shortcode	Purpose
SSO	`[azure_sso_login]`	Login button
	`[azure_sso_logout]`	Logout button
	`[azure_user_info]`	Display user information
Calendar	`[azure_calendar]`	Full calendar display
	`[azure_calendar_events]`	Events list
	`[azure_calendar_event]`	Single event
Email	`[azure_contact_form]`	Contact form
	`[azure_email_status]`	Email status (admin)
	`[azure_email_queue]`	Email queue (admin)
PTA	`[pta-roles-directory]`	All roles display
	`[pta-department-roles]`	Department-specific roles
	`[pta-org-chart]`	Organization chart
	`[pta-role-card]`	Single role details
	`[pta-department-vp]`	Department VP info
	`[pta-open-positions]`	Open positions list
	`[pta-user-roles]`	User's role assignments
Classes	—	Product-based; use WooCommerce product/cart pages
Newsletter	—	Configure in Newsletter module (lists/campaigns)
Event Tickets	—	Product-based; seating on single product page
Auction	—	Product-based; bid UI on single product page
Product Fields	—	Auto-displayed on WooCommerce checkout
Donations	`[pta-donate]`	Standalone donation form
Volunteer Sign Up	`[volunteer_signup id="X"]`	Event volunteer sign-up sheet

Shortcode Examples

See each module's section above for detailed parameters and examples.

⚡ Performance & Optimization

Current Performance Metrics

After recent optimizations (Version 1.1):

Admin Page Load: 350-600ms (was 800-1200ms) - 45-50% faster
Plugin Initialization: <100ms (was 200-400ms) - 50%+ faster
File I/O Operations: 0 per request (was 185) - 100% reduction
Log File Growth: <50KB/day (was 5MB/day) - 99% reduction

Automatic Maintenance

The plugin includes automatic maintenance features:

Log Rotation
- Logs automatically rotate at 20MB
- Last 5 backups kept
- Older backups deleted after 30 days
Database Cleanup
- Activity logs cleaned after 90 days
- Runs daily via WP-Cron
- No manual intervention needed
Debug Mode
- Enable only when troubleshooting
- Module-specific debugging available
- Automatically disabled in production

Performance Best Practices

For Optimal Performance:

✅ Disable debug mode in production
✅ Use common credentials (simpler, less overhead)
✅ Enable object caching (Redis/Memcached if available)
✅ Limit calendar sync lookback days
✅ Use reasonable backup retention periods

PHP Requirements for Best Performance:

PHP 8.0 or higher recommended
Memory limit: 256MB minimum
Max execution time: 300 seconds (for backups/sync)
Enable OPcache if available

Monitoring Performance

Check Plugin Health:

Go to Azure Plugin → Logs
Monitor log file size (should stay under 20MB)
Check for repeated error messages
Review sync queue status (PTA module)

WordPress Debug Mode:

// Enable for troubleshooting (wp-config.php)
define('WP_DEBUG', true);
define('WP_DEBUG_LOG', true);
define('WP_DEBUG_DISPLAY', false);

Plugin Debug Mode:

Go to Azure Plugin → Main Settings
Enable Debug Mode
Select specific modules to debug
Check wp-content/plugins/Azure Plugin/logs.md

Performance Optimization Roadmap

Already Completed: ✅

Phase 1: Critical logging cleanup (hot path - 108 writes eliminated)
Phase 2: Component initialization cleanup (77 writes eliminated)
Scheduled maintenance system
User-controlled debug mode UI
Module-specific debugging (8 modules)

Planned Improvements:

Database query optimization (SELECT * replacement)
Settings caching implementation
OAuth token caching consolidation
CSS refactoring (remove !important overuse)

See review.md for complete optimization roadmap and priorities.

🔧 Troubleshooting

Common Issues

Authentication Failed

Verify Client ID, Client Secret, and Tenant ID are correct
Check that redirect URI matches in Azure App Registration
Ensure admin consent is granted for API permissions
Clear browser cookies and try again

Calendar Not Loading

Verify calendar authentication is complete
Check that Calendar.Read permission is granted
Clear calendar cache in plugin settings
Check browser console for JavaScript errors

Backup Failures

Verify Azure Storage account credentials
Check that container exists and is accessible
Ensure WordPress has write permissions
Review backup logs for specific errors
Increase PHP max execution time if needed

Email Not Sending

Verify Mail.Send permission is granted
Check email authentication status
- Review email queue for failed messages
- Check WordPress debug logs
Verify sender email is from your domain

PTA Sync Issues

Verify User.ReadWrite.All permission
- Check sync queue for failed jobs
- Ensure Office 365 licenses are available
- Review PTA sync engine logs
Verify department VPs are assigned

OneDrive Connection Failed

Check Files.Read.All permission
Verify authentication is complete
Test connection button
Check site URL format for SharePoint

Auction Bidding or Buy It Now Not Working

Ensure WooCommerce is installed and active
Ensure Auction module is enabled in Main Settings
Users must be logged in to bid; show “Register/Login to bid” if not
For Stripe: install WooCommerce Stripe Gateway; payment runs through checkout
Set a Starting Bid in the product's Auction tab (stored as Regular Price)

Volunteer Sign Up Sheet Not Displaying

Ensure Volunteer Sign Up is enabled under Calendar on Main Settings
Verify the shortcode uses a valid sheet ID: [volunteer_signup id="1"]
The Events Calendar plugin is optional but required for TEC event linking

Donations Campaign Save Failed (400)

Ensure Donations module is enabled in Main Settings under Selling
If the module was recently added, reload the main settings page after enabling

Debug Mode

The plugin has two debug modes:

WordPress Debug (for all plugins):

// Add to wp-config.php
define('WP_DEBUG', true);
define('WP_DEBUG_LOG', true);
define('WP_DEBUG_DISPLAY', false);

Plugin-Specific Debug:

Go to Azure Plugin → Main Settings
Check Enable Debug Mode
Select modules to debug (or leave empty for all)
Click Save Changes

Where to Find Logs:

WordPress errors: wp-content/debug.log
Plugin logs: wp-content/plugins/Azure Plugin/logs.md
PHP errors: Check server error logs

⚠️ Important:

Debug mode impacts performance - use only for troubleshooting
Logs auto-rotate at 20MB
Old logs auto-delete after 30 days

Testing Connections

Each module has a Test Connection button to verify:

Azure credentials are valid
Permissions are granted
API endpoints are accessible
Authentication is working

Performance Issues

If experiencing slow performance:

Disable Debug Mode (if enabled)
- Go to Azure Plugin → Main Settings
- Uncheck Debug Mode
Check Log File Size
- View wp-content/plugins/Azure Plugin/logs.md
- Should be under 20MB (auto-rotates at 20MB)
- If oversized, delete or move the file
Clear Plugin Caches
- Use cache clearing options in plugin settings
Optimize Sync Settings
- Reduce calendar sync frequency
- Limit event lookback days
- Adjust PTA sync intervals
Increase PHP Resources
- Memory limit: 256MB minimum
- Max execution time: 300 seconds
- Enable OPcache if available
Enable WordPress Object Caching
- Use Redis or Memcached for better performance
- Caches settings and API responses

Recent Performance Fixes (v1.1):

✅ Phase 1: Eliminated 108 file operations from hot paths
✅ Phase 2: Eliminated 77 file operations from component init
✅ Total: 185 → 0 file operations per request (100% reduction)
✅ Implemented automatic log rotation
✅ Added user-controlled debug mode
✅ Added scheduled maintenance
✅ Result: 45-50% faster page loads

🤝 Contributing

Contributions are welcome! Whether you're fixing bugs, adding features, or improving documentation, we appreciate your help.

Getting Started

Fork the repository on GitHub

Clone your fork locally:

git clone https://github.com/YOUR-USERNAME/PTATools.git

Create a feature branch:

git checkout -b feature/your-feature-name

Make your changes and test thoroughly on a WordPress test site

Commit with a clear message:

git commit -m "Add: brief description of your change"

Push to your fork and open a Pull Request

Creating Issues

We use GitHub Issues to track bugs and feature requests. Please use one of the provided issue templates:

Bug Report: For reporting broken functionality or errors
Feature Request: For suggesting new features or enhancements

When creating an issue, please include:

WordPress version and PHP version
Plugin version (found on the PTA Tools main settings page)
Module affected (SSO, Backup, Calendar, Email, PTA Roles, OneDrive, Classes, Newsletter, Tickets, Auction, Product Fields, Donations, Volunteer Sign Up, or System)
Steps to reproduce (for bugs) or use case (for features)

Create a new issue

Development Guidelines

Follow existing code patterns and module architecture
Keep files under 500 lines; refactor if needed
Use WordPress coding standards for PHP
Add proper nonce verification and capability checks for all AJAX handlers
Use Azure_Logger for debug logging (not error_log in production paths)
Test with WooCommerce enabled and disabled if your changes touch selling modules
Database tables must be created via dbDelta() in class-database.php

Module Architecture

Each module follows a consistent pattern:

Class file: includes/class-{module}-module.php (singleton with get_instance())
Admin page: admin/{module}-page.php (included as a tab or standalone page)
Frontend CSS: css/{module}-frontend.css (conditionally enqueued)
Initialization: Wired in azure-plugin.php with an init_{module}_components() method
Toggle: Added to valid_modules array in class-admin.php

📞 Support & Documentation

Getting Help

Check this README: Comprehensive documentation for all features
Admin Help Text: Each settings page has helpful descriptions
Test Connections: Use built-in testing tools
Review Logs: Check plugin logs and WordPress debug logs
WordPress Forums: Post questions with plugin tag
GitHub Issues: Report bugs and feature requests

Plugin Documentation

Review & Roadmap: See review.md for detailed code review and optimization roadmap
Performance Guide: See Performance & Optimization section above
Logging Strategy: Automatic rotation and cleanup implemented

Useful Links

Azure Portal: https://portal.azure.com/
Microsoft Graph Explorer: https://developer.microsoft.com/graph/graph-explorer
Azure AD Documentation: https://docs.microsoft.com/azure/active-directory/
Microsoft Graph API: https://docs.microsoft.com/graph/

Best Practices

Configuration:

Start with Common Credentials: Easier to manage initially
Test in Staging: Try features on a test site first
Review Permissions: Grant only needed Azure permissions

Operations:

Regular Backups: Enable automated backups immediately
Monitor Sync Queues: Check PTA sync status regularly
Keep Updated: Update plugin when new versions release

Performance:

Disable Debug Mode: In production environments
Monitor Log Sizes: Check if logs.md is growing too large
Optimize Sync Intervals: Use reasonable frequencies
Enable Caching: Use WordPress object caching if available

Troubleshooting:

Enable Debug Mode: Only when diagnosing issues
Module-Specific Debug: Select specific modules to reduce noise
Review Logs: Check both WordPress and plugin logs
Test Connections: Use built-in connection test buttons

📄 License

This plugin is licensed under the GPL v2 or later.

This program is free software; you can redistribute it and/or modify
it under the terms of the GNU General Public License as published by
the Free Software Foundation; either version 2 of the License, or
(at your option) any later version.

This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU General Public License for more details.

🙏 Credits

This plugin integrates and enhances functionality from multiple Microsoft services:

Microsoft Azure Active Directory
Microsoft Graph API
Azure Blob Storage
Microsoft 365 / Office 365
OneDrive for Business
SharePoint Online
Microsoft Outlook Calendar
Exchange Online

Built with ❤️ for WordPress and the Microsoft community.

📊 Version History

Version 3.50 (Current — April 2026)

PTA Roles module toggle now saves reliably: The PTA Roles page was using a custom .pta-module-toggle class with its own inline AJAX handler, while the main PTA Tools page had a second .module-toggle handler inline in main-page.php that duplicated the one already in admin.js. The two handlers raced each other — on disable, one could fire a fail path that reverted the checkbox (and the form's hidden input) back to the enabled state, making it look like the toggle "wasn't saving". Same failure pattern as the v3.49 Calendar Sync bug.
Fix: PTA page now uses the standard class="module-toggle" data-module="pta" pattern inside a module-card wrapper, so admin.js is the single source of truth for the save AJAX. The main-page inline handler was reduced to only syncing the hidden #hidden_enable_<module> form input (needed for the "Save Settings" form submit); the AJAX save is now owned solely by admin.js.
Consistency: The disabled-warning banner on the PTA Roles page now shows/hides live instead of requiring a full page reload.

Version 3.49 (April 2026)

Calendar Sync — Save Settings actually saves: Removed duplicate wp_ajax_azure_save_tec_calendar_email / azure_tec_calendar_authorize / azure_tec_calendar_check_auth handlers from class-admin.php. Both classes were registering the same action name, so the first-registered one would wp_die() before the dedicated TEC handler could ever run. The dedicated Azure_TEC_Integration_Ajax class is now the single source of truth for these handlers.
TEC AJAX always registered: Azure_TEC_Integration_Ajax is now instantiated unconditionally in init(), not gated behind enable_tec_integration. This means Save Settings / Authenticate / Check Auth work immediately after toggling the module on (previously you'd have to reload for handlers to register).

Version 3.48 (April 2026)

Role Editor (new): New page under PTA Roles → Role Editor. Pick any WP role (including Azure-AD-synced roles like azuread/"Azure AD User") from a dropdown and visually toggle capabilities grouped by functional area (Core, Users, Posts, Pages, Media, Comments, Themes, Plugins, Tools, WooCommerce, TEC, PTA/Azure, Other). Includes friendly labels for core caps, dangerous-cap badges, filter/search, group "All" toggles, "Copy from..." another role, and sticky save toolbar
Role Editor safety: Administrator role is locked from edits (prevents lockout); azure_ad_user marker preserved on synced roles; all changes logged to Azure_Database
Calendar Sync — toggle persistence: The enable/disable toggle on the Calendar Sync page now uses the universal module-toggle handler and actually saves to the database. Previously it used an unhooked class and did nothing on click
Calendar Sync — Authenticate button: Fixed undefined $tec_calendar_email variable that prevented the "Authenticate Calendar" button from ever appearing. Now shows correctly once both M365 and mailbox emails are saved
Calendar Sync — nonce/field mismatches: Aligned azureTecAdmin nonce with AJAX handlers (azure_plugin_nonce); AJAX handlers now accept both user_email and legacy email POST keys
Admin JS: Sub-module toggles no longer flip the parent card's enabled/disabled visual; toggle-status label now updates after a successful save on module-specific pages

Version 3.47 (April 2026)

Stability: All catch (Exception) upgraded to catch (\Throwable) across core, logger, and module init — prevents uncaught Error/ParseError from crashing the site
Graceful degradation: Plugin no longer self-deactivates on missing files; shows admin notice instead. WooCommerce-optional guards prevent fatals when WC is absent
Login shortcode: [user-account-dropdown] now cache-safe — renders placeholder, then fetches logged-in state via AJAX to work with full-page caching (W3TC/Redis/AFD)
Donations: Widget now appears on cart page and WooCommerce Blocks checkout (auto-relocates via JS); context-aware refresh for classic, Blocks, and cart
Admin UI: Sub-module toggles (Calendar Sync, Volunteer, Auction, Classes, Product Fields, Donations) converted from checkboxes to mini toggle switches on main settings page

Version 3.46 (March 2026)

UI: Fixed dashicon alignment in admin tab bars, page headings, and action row buttons — removed conflicting CSS properties that fought with flex layout
Donations: Shortcode amount buttons now display in a compact single row with explicit text color, fixing invisible text on themes that override button styles

Version 3.45 (March 2026)

Volunteer Sign Up: New module — SignUpGenius-style sign-up sheets linked to TEC events, with activities/spots, frontend sign-up, confirmation and reminder emails, [volunteer_signup] shortcode
Auction: Frontend overhaul — live countdown timer, confirm-bid modal, instant bid history updates (no page refresh), compact quick-bid button layout, dedicated Starting Bid admin field
Product Fields: Children Profiles — parents manage multiple child profiles on their account; auto-populated during checkout
Donations: Fixed admin AJAX handlers always registering so campaign management works regardless of frontend toggle

Version 3.43 (March 2026)

Donations: New module with round-up at checkout, custom amounts, campaigns with goals/progress, and [pta-donate] shortcode
Product Fields: Custom WooCommerce checkout fields saved to user accounts, applied by product category
UI Overhaul: Consolidated admin into tabbed pages — Calendar (Embed/Sync/Upcoming), System (Logs/Schedules/Critical), Emails (Logs/Settings), Selling (Auction/Classes/Product Fields/Donations)
System: Scheduled Jobs dashboard for all plugin cron jobs with Run Now and monitoring
OneDrive Media: Replaced sync with one-time Import from OneDrive preserving folder structure; batched import with progress
SSO: Adjusted sync frequency to hourly (configurable)

Version 3.40 (March 2026)

✅ Backup: Granular plugin/theme selection with expandable checkboxes
✅ Backup: Restore progress bar with real-time status tracking
✅ Backup: Sync from Azure Storage — list and restore remote backups on new instances
✅ Backup: Chunked Azure uploads, streamed downloads, streamed SQL restore (OOM prevention)
✅ Backup: Async background processing, improved stale job detection, partial failure reporting
✅ OneDrive Media: Recursive sync into year/month subfolders
✅ OneDrive Media: Repair Missing Media tool for post-restore recovery
✅ PTA Roles: Forminator integration — signup form in modal from org chart
✅ PTA Roles: O365 group email display on org chart as mailto links
✅ PTA Roles: Role-level O365 group mappings; Treasurer/Secretary support
✅ SSO: External domain exclusion for sync and login
✅ Dashboard: Plugin dependency badges link to WordPress plugin install page

Version 3.35

✅ Auction module: WooCommerce Auction product type, bidding, Buy It Now, winner flow
✅ Calendar: Manual Sync Now button; sync history for TEC Integration

Version 1.1

✅ Major performance optimization (45-50% faster)
✅ User-controlled debug mode, log rotation, scheduled maintenance

Version 1.0

Initial release with core modules

🎯 Development Status

Current Focus: UI polish, Volunteer Sign Up, Auction improvements, Children Profiles Code Quality: See review.md for details Test Coverage: Manual testing (automated tests planned) Documentation: README, GitHub Wiki, and inline admin help

Modules: SSO, Backup, Calendar (Embed + Sync + Upcoming + Volunteer Sign Up), Emails (Logs + Settings), PTA Roles, OneDrive Media, Classes, Newsletter, Event Tickets, Auction, Product Fields, Donations, System (Logs + Schedules + Critical)

Planned Improvements:

Database query optimization, settings caching, CSS refactoring
OAuth token handling consolidation
Automated testing

See review.md for full roadmap and priorities.

Version: 3.46
Author: Jamie Burgess
Last Updated: March 2026
Plugin URI: https://github.com/jaburges/PTATools

Ready to get started? Follow the Initial Setup guide above!

Need help? Check Troubleshooting or review the Performance & Optimization section.

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.github		.github
Azure Plugin		Azure Plugin
docs		docs
infra		infra
ios-app		ios-app
salvage		salvage
.gitignore		.gitignore
CONTRIBUTING.md		CONTRIBUTING.md
README.md		README.md
improvements.md		improvements.md
pta-tools.zip		pta-tools.zip
to-do.md		to-do.md

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PTA Tools – WordPress Azure & WooCommerce Integration

📋 Table of Contents

🎯 Introduction

Why PTA Tools?

🚀 Recent Updates & Performance

Version 1.1 - Performance Optimization

Code Quality Assessment

✨ Features Overview

🔐 SSO (Single Sign-On)

💾 Backup

📅 Calendar Embed

🔄 Calendar Sync (TEC Integration)

📧 Email

🏛️ PTA Roles Management

📁 OneDrive/SharePoint Media

📚 Classes

📧 Newsletter

🎫 Event Tickets

🔨 Auction

Product Fields

Donations

🙋 Volunteer Sign Up

📋 Requirements

Minimum Requirements

Recommended Requirements

Required PHP Extensions

Azure Requirements

🚀 Initial Setup & Basic Configuration

Step 1: Install the Plugin

Step 2: Create Azure App Registration

Step 3: Get Your Credentials

Step 4: Configure API Permissions

⚙️ Common Configuration

Common Credentials Setup

Option 1: Use Common Credentials (Recommended)

Option 2: Module-Specific Credentials

Module Management

📦 Module Configurations

🔐 SSO (Single Sign-On)

Overview

Configuration Steps

1. Basic Settings

2. Custom Role Configuration

3. Login Button Configuration

4. User Synchronization

5. Exclusion List

Testing SSO

SSO Shortcodes

Login Button

Logout Button

User Information

💾 Backup

Overview

Prerequisites

Azure Storage Setup

Configuration Steps

1. Storage Credentials

2. Backup Settings

3. Manual Backup

4. Restore from Backup

No Shortcodes Available

📅 Calendar Embed

Overview

Configuration Steps

1. Authentication

2. Calendar Selection

Calendar Embed Shortcodes

Full Calendar Display

Events List

Single Event

🔄 Calendar Sync (TEC Integration)

Overview

Prerequisites

Configuration Steps

1. Authentication

2. Create Calendar Mappings