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 6.0+
PHP 7.4+
Gravity Forms plugin (active)
Claude API key from Anthropic

Installation

From ZIP File

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

For Development

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

Development

Project Structure

84em-gravity-forms-ai/
├── assets/
│   ├── css/
│   │   ├── admin.css             # Admin styles (source)
│   │   └── admin.min.css         # Minified admin styles
│   └── js/
│       ├── admin.js              # Admin scripts (source)
│       └── admin.min.js          # Minified admin scripts
├── bin/
│   └── install-wp-tests.sh      # WordPress test suite installer
├── includes/
│   ├── Admin/
│   │   └── Settings.php          # Admin settings interface
│   └── Core/
│       ├── APIHandler.php        # Claude API integration
│       ├── Encryption.php        # API key encryption
│       └── EntryProcessor.php    # Form submission processing
├── tests/
│   ├── integration/
│   │   └── IntegrationTest.php   # End-to-end tests
│   ├── unit/
│   │   ├── ApiHandlerTest.php    # API handler tests
│   │   ├── EncryptionTest.php    # Encryption tests
│   │   ├── EntryProcessorTest.php # Entry processor tests
│   │   ├── PluginTest.php        # Main plugin tests
│   │   └── SettingsTest.php      # Settings tests
│   ├── bootstrap.php             # PHPUnit bootstrap
│   ├── class-test-case.php       # Base test case class
│   ├── README.md                 # Testing documentation
│   ├── SimpleTest.php            # Basic test verification
│   └── TEST-PLAN.md             # Test coverage plan
├── 84em-gravity-forms-ai.php     # Main plugin file
├── build.sh                      # Build script
├── CHANGELOG.md                  # Version history
├── CLAUDE.md                     # AI assistant instructions
├── composer.json                 # PHP dependencies
├── composer.lock                 # Dependency lock file
├── package.json                  # NPM dependencies
├── package-lock.json             # NPM lock file
├── phpunit.xml.dist              # PHPUnit configuration
├── README.md                     # This file
├── uninstall.php                 # Clean uninstall handler
└── .gitignore                    # Git ignore rules

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:

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

Development Workflow

Make changes to source files:
- CSS: assets/css/admin.css
- JS: assets/js/admin.js
- PHP: Files in includes/ directory
Test locally with source files (plugin automatically uses non-minified versions if available)
Build for production:
```
./build.sh
```
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

Enable WP_DEBUG in wp-config.php:

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

Test with various Gravity Forms field types
Verify API key encryption/decryption
Check markdown storage in entry meta
Test HTML export with Marked.js conversion
Verify client-side markdown rendering

Automated Testing

The plugin includes a comprehensive PHPUnit test suite with 127+ tests:

Install dependencies:
```
composer install
```

Set up WordPress test environment:

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

Run tests:

export WP_TESTS_DIR=/tmp/wordpress-tests-lib
./vendor/bin/phpunit

# Or run with readable output
./vendor/bin/phpunit --testdox

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

Navigate to GF AI Analysis in WordPress admin
Enter your Claude API key in the API Key Management section
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:

Go to GF AI Analysis → Advanced Settings
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

Current Models:

Claude Opus 4.1 (claude-opus-4-1-20250805) - Latest, most capable model
Claude Opus 4 (claude-opus-4-20250514) - Advanced capabilities
Claude Sonnet 4 (claude-sonnet-4-20250514) - 1M token context (Beta)
Claude 3.7 Sonnet (claude-3-7-sonnet-20250219) - Hybrid reasoning
Claude 3.5 Haiku (claude-3-5-haiku-20241022) - Fast, recommended for most use cases
Claude 3 Haiku (claude-3-haiku-20240307) - Previous fast model

Deprecated Models (Still Functional):

Claude 3.5 Sonnet (claude-3-5-sonnet-20241022) - Deprecated
Claude 3 Opus (claude-3-opus-20240229) - Deprecated

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:

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

License

GPL v2 or later

Credits

Developed by 84EM

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

Name		Name	Last commit message	Last commit date
Latest commit History 11 Commits
assets		assets
bin		bin
includes		includes
tests		tests
.gitignore		.gitignore
84em-gravity-forms-ai.php		84em-gravity-forms-ai.php
CHANGELOG.md		CHANGELOG.md
CLAUDE.md		CLAUDE.md
README.md		README.md
build.sh		build.sh
composer.json		composer.json
composer.lock		composer.lock
package-lock.json		package-lock.json
package.json		package.json
phpunit.xml.dist		phpunit.xml.dist
uninstall.php		uninstall.php

84em/84em-gravity-forms-ai

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