84EM Gravity Forms AI Analysis

WordPress plugin that integrates Claude AI with Gravity Forms to provide intelligent analysis of form submissions.

Features

• AI-powered analysis of form submissions using Claude AI
• Clean markdown storage in entry meta (no duplicate entry notes)
• Customizable field selection per form
• Secure encrypted API key storage
• Comprehensive logging system
• Custom prompts per form or globally
• View analysis report in new browser tab with client-side markdown rendering
• Manual analysis/re-analysis from entry detail page
• Delete analysis with confirmation prompt and audit trail
• Uses Marked.js for consistent markdown-to-HTML conversion

Requirements

• WordPress 6.8+
• PHP 8.0+
• Gravity Forms plugin (active)
• Claude API key from Anthropic

Installation

From ZIP File

1. Download the latest release
2. Go to WordPress Admin → Plugins → Add New
3. Click "Upload Plugin"
4. Select the ZIP file and click "Install Now"
5. Activate the plugin

For Development

1. Clone this repository to wp-content/plugins/
2. Run npm install to install build dependencies
3. Run ./build.sh to create production build

Development

Build Process

The plugin includes a build system for creating production-ready distributions:

Install Dependencies

npm install

Build Commands

# Build everything (CSS + JS)
npm run build

# Build CSS only
npm run build:css

# Build JavaScript only
npm run build:js

# Clean build artifacts
npm run clean

# Watch for changes (development)
npm run watch

Create Distribution Package

./build.sh

This will:

1. Install npm dependencies (if needed)
2. Minify CSS and JavaScript files
3. Create source maps for debugging
4. Generate a versioned ZIP file (e.g., 84em-gravity-forms-ai-1.0.0.zip)
5. Create a latest ZIP file (84em-gravity-forms-ai.zip)

Development Workflow

1. Make changes to source files:

   • CSS: assets/css/admin.css
   • JS: assets/js/admin.js
   • PHP: Files in includes/ directory

2. Test locally with source files (plugin automatically uses non-minified versions if available)

3. Build for production:

   ./build.sh

4. Deploy the generated ZIP file

Code Standards

• PHP: Follow WordPress Coding Standards
• JavaScript: Use jQuery patterns consistent with WordPress admin
• CSS: Use BEM-like naming with eightyfourem-gf-ai- prefix
• Security: Always escape output, sanitize input, use nonces

Testing

Manual Testing

1. Enable WP_DEBUG in wp-config.php:

   define('WP_DEBUG', true);
   define('WP_DEBUG_LOG', true);
   define('WP_DEBUG_DISPLAY', false);

2. Test with various Gravity Forms field types

3. Verify API key encryption/decryption

4. Check markdown storage in entry meta

5. Test HTML export with Marked.js conversion

6. Verify client-side markdown rendering

Automated Testing

The plugin includes a comprehensive PHPUnit test suite with 135+ tests:

1. Install dependencies:

   composer install

2. Set up WordPress test environment:

   ./bin/install-wp-tests.sh local root root localhost latest true

3. Run tests:

   export WP_TESTS_DIR=/tmp/wordpress-tests-lib
   ./vendor/bin/phpunit
   
   # Or run with readable output
   ./vendor/bin/phpunit --testdox

4. Generate coverage report (requires Xdebug):

   XDEBUG_MODE=coverage ./vendor/bin/phpunit --coverage-html coverage-report

See tests/README.md for detailed testing documentation.

Configuration

Initial Setup

1. Navigate to GF AI Analysis in WordPress admin
2. Enter your Claude API key in the API Key Management section
3. Configure global settings:
   • Enable/disable AI analysis
   • Select Claude model
   • Set max tokens and temperature
   • Configure rate limiting

That's it! The plugin will now automatically analyze all text fields in your form submissions.

Advanced Settings (Optional)

The plugin works out of the box with smart defaults. If you need to customize specific forms:

1. Go to GF AI Analysis → Advanced Settings
2. For each form, you can optionally:
   • Override the global enable/disable setting
   • Select specific fields to analyze (defaults to all text fields)
   • Set a custom AI prompt for that form

Available Claude Models

Models are fetched dynamically from the Claude API and cached for 15 minutes. The settings page displays all currently available models with their display names.

Default Model: Claude 3.5 Haiku (claude-3-5-haiku-20241022) - Fast and cost-effective for most use cases.

API Integration

The plugin uses the Claude API with the following features:

• Encryption: API keys are encrypted using AES-256-CBC before storage in WordPress options
• Storage: Encrypted keys stored securely in WordPress options table
• Rate Limiting: Configurable delay between requests
• Error Handling: Comprehensive error logging and retry logic
• Timeout: 30-second timeout for API requests
• Markdown Storage: Raw markdown stored in entry meta for flexible rendering
• Client-Side Rendering: Marked.js v12.0.0 converts markdown to HTML in the browser

Hooks & Filters

Filters

// Modify the prompt before sending to API
add_filter('84em_gf_ai_analysis_prompt', function($prompt, $context) {
    // $context contains: form_id, entry_id, form_title, form_data, submitter info
    // Customize prompt based on context
    return $prompt;
}, 10, 2);

// Filter the AI response before saving
add_filter('84em_gf_ai_analysis_result', function($result, $entry_id, $form_id) {
    // Process or modify the AI analysis result
    return $result;
}, 10, 3);

Actions

// After successful analysis
add_action('84em_gf_ai_after_analysis', function($entry_id, $result, $form_id) {
    // Custom processing after successful analysis
    // For example, send notification, update other systems, etc.
}, 10, 3);

// When analysis fails
add_action('84em_gf_ai_analysis_failed', function($entry_id, $error, $form_id) {
    // Handle analysis failures
    // For example, log to external service, send alert, etc.
}, 10, 3);

// After analysis is deleted
add_action('84em_gf_ai_analysis_deleted', function($entry_id) {
    // Handle post-deletion tasks
    // For example, clean up related data, notify systems, etc.
}, 10, 1);

Troubleshooting

API Key Issues

• Verify key starts with sk-ant-
• Check if key has proper permissions
• Use "Test Connection" button to verify

Analysis Not Working

• Check if AI analysis is enabled globally
• Verify form has AI analysis enabled
• Ensure fields are selected for analysis
• Check logs for error messages

Performance Issues

• Adjust rate limiting in settings
• Reduce max tokens for faster responses
• Consider using Claude 3.5 Haiku for speed and cost efficiency

Support

For issues or questions:

1. Check the Logs page in admin for error details
2. Enable WP_DEBUG for additional information
3. Contact 84EM support with log details

License

GPL v2 or later

Credits

Developed by 84EM

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This plugin requires an active Gravity Forms license and Claude API key from Anthropic.