=== Editorial Workflow Manager === Contributors: vzisis Tags: editorial, checklist, workflow, publishing, gutenberg Requires at least: 6.0 Tested up to: 6.9 Requires PHP: 7.4 Stable tag: 0.8.0 License: GPLv2 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html Editorial checklist and pre-publish workflow for the WordPress editor. Create reusable checklists and get clear readiness feedback before publishing. == Description == **Editorial Workflow Manager** adds an **editorial checklist** to the WordPress **block editor (Gutenberg)** so your team can follow a consistent **pre-publish checklist** every time you publish. It’s built for content teams, agencies, and editors who want a lightweight **publishing checklist workflow** inside the editor — with clear “ready vs incomplete” feedback — **without hard publish blocking**. This plugin does not output anything on the front end. === What you can do === * Create reusable **checklist templates** (required + optional items). * Assign different **editorial checklists** to different post types. * Track per-post checklist progress in the editor sidebar. * See readiness and progress in the post list table, sidebar, post status panel, and pre-publish panel. === Typical use cases === * Blog posts: SEO checks, featured image, categories/tags, internal links, fact check. * News/Editorial: legal review, source confirmation, editor sign-off checklist. * Agencies: client approvals checklist, accessibility checks, brand requirements. * Teams: consistent publishing workflow across authors and editors. == Key features == * **Checklist templates** – manage reusable checklists as a custom post type. * **Template editor (row-based UI)** – add, remove, reorder items; mark each item Required or Optional. * **Required vs Optional items** – readiness is based on required items only. * **Helper text + reference links** – add plain guidance text and an optional reference URL to each checklist item. * **Per-post checklist state** – each post/page stores its own checklist progress. * **Gutenberg / Block Editor sidebar** – “Editorial Checklist” panel inside the editor. * **Readiness + progress indicators** * Sidebar summary with Ready / Incomplete and required progress * wp-admin post list Readiness column for mapped post types * Post Status panel summary while editing * Non-blocking pre-publish warning when required items are missing * **Different checklist per post type** – assign templates in Settings. * **Default templates included** on activation. * **Fresh-install quickstart wizard** – choose post types, assign starter templates, and jump straight into the editor. * **Lightweight editor tour** – auto-open the checklist sidebar once and explain required-item readiness. * **Backward compatible upgrades** – legacy templates still work and upgrade to UUID-based v2 items when saved. == Getting started == 1. Activate the plugin and complete the **Quickstart** wizard. 2. Choose the post types where editorial checklists should appear. 3. Confirm the starter template mappings, then open the editor. 4. Follow the one-time sidebar tour in the **block editor**. 5. Complete checklist items and watch the readiness/progress summary update. 6. Adjust mappings later in **Settings → Editorial Workflow** or edit templates in **Checklist Templates**. == Installation == 1. Upload the `editorial-workflow-manager` folder to `/wp-content/plugins/`, or install via **Plugins → Add New**. 2. Activate the plugin in wp-admin. 3. On activation, default checklist templates are created. 4. On fresh installs, a Quickstart wizard opens to help you assign starter templates and launch the editor tour. == Frequently Asked Questions == = What does the Quickstart wizard do? = On fresh installs, the plugin can guide an administrator through choosing post types, assigning starter templates, and opening a post editor screen with the checklist sidebar highlighted. = Can I dismiss the quickstart or editor tour? = Yes. Dismissal is stored per user, so one admin can skip onboarding without affecting another admin's setup flow. = Does the plugin block publishing when required items are missing? = No. The pre-publish warning is **non-blocking**. = Does this work with Classic Editor? = No. The checklist UI is built for **Gutenberg / the block editor** only. = Can I use different checklists per post type? = Yes. Assign templates in **Settings → Editorial Workflow**. = Do optional items affect readiness? = No. Readiness is based on **REQUIRED** items only. = What happens to older templates/checklist data? = Legacy templates and label-based checked state remain supported. Templates are now stored in an upgraded **v2** format with UUID-based item IDs for more stable matching. When a legacy template is edited and saved in the new editor, it is upgraded to v2 automatically. A compatibility meta mirror is still maintained for legacy support. == Screenshots == 1. Editorial Checklist sidebar in the block editor (Gutenberg) with required progress. 2. Checklist template editor with required/optional items and reorder controls. 3. Settings screen for assigning checklist templates to post types. 4. Pre-publish checklist warning when required items are missing. 5. wp-admin post list Readiness column showing checklist status for mapped post types. == Changelog == = 0.8.0 = * Added optional helper text and reference URLs to checklist template items. * Added collapsed checklist item details in the block editor sidebar. = 0.7.0 = * Added a wp-admin Readiness column for mapped post types so teams can scan per-post checklist status from the post list. * Added shared server-side readiness calculation and lazy cache metadata for list-table rendering. * Added cache invalidation when checklist templates or post type mappings change. = 0.6.0 = * Added a fresh-install Quickstart wizard for selecting post types and assigning starter templates. * Added a lightweight one-time editor tour that auto-opens and highlights the Editorial Checklist sidebar. * Stored quickstart and editor-tour dismissal state per user. = 0.5.0 = * Changed Checklist Template permissions to use WordPress page capabilities. * Only Editors and Administrators can now manage Checklist Templates by default; Authors and Contributors may lose access. * Added a one-time admin notice after update to warn site owners about the capability change. = 0.4.0 = * Added Required vs Optional checklist items. * Added clearer readiness/progress indicators across the sidebar, post status panel, and pre-publish panel. * Improved template editing UX with a row-based editor (add/remove/reorder, required/optional per item). * Introduced UUID-based v2 template items and checked-state tracking for stable matching when labels change (after template upgrade). * Hardened template saving against malformed/empty submissions to reduce accidental data loss. * Kept backward compatibility by continuing to read/write legacy label-based meta. = 0.3.4 = * Various security improvements (better data validation and sanitization). = 0.3.3 = * Small syntax fix in uninstall.php. = 0.3.2 = * Added uninstall.php cleanup to remove plugin data when the plugin is deleted. = 0.3.1 = * Added non-blocking pre-publish checklist warning when checklists are incomplete. * Added checklist activity hint ("Last updated by X on [date/time]"). = 0.3.0 = * First public release. == Upgrade Notice == = 0.8.0 = Checklist template items can now include optional helper text and a reference URL. Existing templates continue to work unchanged. = 0.7.0 = Mapped post types now show a Readiness column in wp-admin post lists. Readiness cache values are generated lazily and invalidated when templates or mappings change. = 0.6.0 = Fresh installs now include a Quickstart wizard and one-time editor sidebar tour to help administrators configure and discover the checklist workflow faster. = 0.5.0 = Checklist Template permissions are now limited to roles with page-management capabilities. By default, this means Editors and Administrators can manage templates, while Authors and Contributors may lose access after updating. = 0.4.0 = Introduces Required vs Optional checklist items, clearer readiness indicators, and an improved template editor. Legacy templates continue to work; saving a legacy template upgrades it to UUID-based v2 items for more stable tracking. = 0.3.2 = Adds uninstall cleanup to remove plugin data when the plugin is deleted. = 0.3.0 = First public release of Editorial Workflow Manager.