AI Client Handover

AI Client Handover is a WordPress plugin that scans your site and uses AI to generate client-ready handover documentation. It brings together site scanning, multi-provider AI generation, a tabbed client guide editor, screenshot management, and PDF export in one admin tool — designed for agencies handing off WordPress projects to clients.

Features

• Site Scanner — detects theme, plugins, custom post types, taxonomies, ACF fields, menus, user roles, pages, and page builders (Elementor, Divi, WPBakery, Beaver Builder, Bricks, Oxygen, Gutenberg)
• AI Documentation Generator — multi-provider support for Anthropic Claude, Google Gemini, and Groq, generating 8 client-friendly documentation sections from scan data
• Custom Prompt Regeneration — per-section textarea with a "Generate with Prompt" button to regenerate any section with custom instructions
• Client Guide Editor — tabbed admin page with full WordPress visual editor (TinyMCE) for editing each section, plus drag-to-reorder screenshot attachments via the Media Library
• PDF Export — uses mPDF when Composer dependencies are installed, falls back to a print-friendly HTML page (browser Save as PDF) when not — zero required dependencies
• Settings & Branding — provider selector, per-provider API keys stored with AES-256 encryption, model selector with links to get keys, company name, logo, and primary color branding
• Works Without an API Key — scanning and manual editing work fully; AI generation is disabled with a helper message until a key is configured

Getting Started

Requirements

• WordPress 5.8+
• PHP 7.4+
• An API key from one of the supported providers (optional — plugin works without one)

Installation

1. Download or clone this repository:

   git clone https://github.com/saturn0121/ai-client-handover.git

2. Copy the ai-client-handover folder into your WordPress plugins directory:

   wp-content/plugins/ai-client-handover/

3. (Optional) Install Composer dependencies for PDF export with mPDF:

   cd wp-content/plugins/ai-client-handover
   composer install

4. Activate the plugin from Plugins > Installed Plugins in the WordPress admin.

5. Go to AI Handover > Settings to configure your AI provider and API key.

Supported AI Providers

Usage

1. Scan Your Site

Navigate to AI Handover > Site Scanner and click Run Full Scan. The scanner detects:

• Active theme and parent theme (if child theme)
• Installed plugins (active and inactive)
• Custom post types and taxonomies
• ACF field groups and fields
• Navigation menus and locations
• User roles and capabilities
• All published pages with their page builder

2. Generate Documentation

From the scanner results page, click Generate Documentation. The AI creates 8 sections:

1. Welcome & Site Overview
2. How to Log In & Navigate the Dashboard
3. Managing Your Content (Posts & Pages)
4. Pages & How to Edit Them (builder-specific instructions)
5. Media Library
6. Menus & Navigation
7. Users & Permissions
8. Plugins & What They Do

3. Edit & Customize

The Client Guide page provides:

• A tabbed interface for each section
• Full WordPress visual editor (TinyMCE) with formatting, media, and alignment
• Custom prompt field to regenerate any section with specific instructions
• Screenshot attachment from the Media Library with drag-to-reorder sorting

4. Export to PDF

Click Export PDF to generate a branded PDF document. If mPDF is installed via Composer, a downloadable PDF is created. Otherwise, a print-friendly HTML page opens for browser-based PDF saving.

File Structure

ai-client-handover/
├── ai-client-handover.php       # Main plugin file
├── composer.json                # Composer config (mPDF dependency)
├── uninstall.php                # Clean up on plugin deletion
├── includes/
│   ├── class-plugin.php         # Plugin singleton and initialization
│   ├── class-admin.php          # Admin pages, menus, AJAX handlers
│   ├── class-scanner.php        # Site scanning logic
│   ├── class-ai-generator.php   # Multi-provider AI API integration
│   ├── class-encryption.php     # AES-256 API key encryption
│   └── class-pdf-export.php     # PDF and HTML export
└── admin/
    ├── css/admin-style.css      # Admin page styles
    ├── js/admin-script.js       # Admin page scripts
    └── views/
        ├── settings-page.php    # Settings page template
        ├── scanner-page.php     # Scanner page template
        └── client-guide-page.php # Client guide editor template

Security

• API keys are encrypted with AES-256 before storage in the database — never stored in plain text
• All AJAX requests are protected with WordPress nonce verification
• Admin-only access — requires manage_options capability
• Input is sanitized and output is escaped following WordPress coding standards

License

GPL v2 or later — see LICENSE.

Author

Built by Trusted Digital Agency.