frs-wp-users

Version: 2.2.0 Repository: derintolu/frs-wp-users

Advanced user profile management system with guest profiles, REST API, FluentCRM sync, Follow Up Boss integration, and intranet module.

Features

Implemented

ID	Feature	Priority
FRS-USERS-001	Profile Management	P0
FRS-USERS-002	FluentCRM Integration	P1
FRS-USERS-003	Profile Sync (Hub ↔ Marketing)	P1
FRS-USERS-008	Follow Up Boss Integration	P1

Planned

ID	Feature	Priority
FRS-USERS-004	WordPress Abilities API	P1
FRS-USERS-005	Intranet Directory	P1
FRS-USERS-006	Intranet Profile	P1
FRS-USERS-007	Network-Wide Bookmarks	P2

Installation

bash

# Clone to plugins directory
git clone https://github.com/derintolu/frs-wp-users.git

# Activate
wp plugin activate frs-wp-users

Profile Roles

WordPress Roles (Capabilities)

Role	Slug	URL Prefix
Loan Officer	`loan_officer`	`/lo/`
Real Estate Agent	`re_agent`	`/agent/`
Escrow Officer	`escrow_officer`	`/escrow/`
Property Manager	`property_manager`	`/pm/`
Dual License	`dual_license`	`/lo/`
Staff	`staff`	`/staff/`
Leadership	`leadership`	`/leader/`
Assistant	`assistant`	`/staff/`
Partner	`partner`	(none)

Company Roles (Directory Categorization)

Stored as multi-value frs_company_role meta:

Company Role	Maps to WP Role
`loan_originator`	`loan_officer`
`broker_associate`	`re_agent`
`sales_associate`	`re_agent`
`escrow_officer`	`escrow_officer`
`property_manager`	`property_manager`
`partner`	`partner`
`leadership`	`leadership`
`staff`	`staff`

REST API

Base: /wp-json/frs-users/v1/

Endpoints

Method	Endpoint	Auth	Description
GET	`/profiles`	Public	List all profiles
POST	`/profiles`	Editor	Create profile
GET	`/profiles/{id}`	Public	Get single profile
PUT	`/profiles/{id}`	Editor	Update profile
DELETE	`/profiles/{id}`	Editor	Delete profile
GET	`/profiles/slug/{slug}`	Public	Get by profile slug
GET	`/profiles/user/{id\|me}`	Public	Get by WordPress user ID
GET	`/service-areas`	Public	List all service areas
GET	`/vcard/{id}`	Public	Download vCard
POST	`/meeting-request`	Public	Submit meeting request
POST	`/webhook/profile-updated`	HMAC	Profile sync webhook

Example Request

bash

# Get loan originators in a specific region
curl -X GET \
  'https://myhub21.com/wp-json/frs-users/v1/profiles?company_role=loan_originator&region=los-angeles'

Example Response

json

{
  "data": [
    {
      "id": 45,
      "display_name": "Sarah Johnson",
      "first_name": "Sarah",
      "last_name": "Johnson",
      "email": "sarah@21stcenturylending.com",
      "frs_company_role": ["loan_originator"],
      "frs_job_title": "Senior Loan Officer",
      "frs_nmls": "1234567",
      "frs_phone_number": "(555) 123-4567",
      "frs_mobile_number": "(555) 987-6543",
      "frs_office": "Los Angeles",
      "frs_city_state": "Los Angeles, CA",
      "frs_region": "los-angeles",
      "frs_service_areas": ["Los Angeles", "Orange County", "Ventura"],
      "frs_biography": "15+ years helping families achieve homeownership...",
      "frs_headshot_id": 1234,
      "frs_profile_slug": "sarah-johnson",
      "frs_linkedin_url": "https://linkedin.com/in/sarahjohnson",
      "avatar_url": "https://myhub21.com/wp-content/uploads/avatars/sarah.jpg"
    }
  ],
  "total": 1,
  "pages": 1
}

Profile Meta Fields

All fields prefixed with frs_ and stored in wp_usermeta.

Core Fields

Field	Meta Key	Type
Phone	`frs_phone_number`	string
Mobile	`frs_mobile_number`	string
Job Title	`frs_job_title`	string
Biography	`frs_biography`	text
Headshot	`frs_headshot_id`	attachment_id

Licensing Fields

Field	Meta Key	Type
NMLS	`frs_nmls`	string
NMLS Number	`frs_nmls_number`	string
License Number	`frs_license_number`	string
DRE License	`frs_dre_license`	string

Location Fields

Field	Meta Key	Type
Office	`frs_office`	string
City/State	`frs_city_state`	string
Region	`frs_region`	string
Service Areas	`frs_service_areas`	JSON array

Field	Meta Key
Facebook	`frs_facebook_url`
Instagram	`frs_instagram_url`
LinkedIn	`frs_linkedin_url`
Twitter	`frs_twitter_url`
YouTube	`frs_youtube_url`
TikTok	`frs_tiktok_url`

Profile Fields

Field	Meta Key	Type
Profile Slug	`frs_profile_slug`	string
Profile Headline	`frs_profile_headline`	string
Profile Theme	`frs_profile_theme`	string
Is Active	`frs_is_active`	boolean
QR Code Data	`frs_qr_code_data`	string

JSON Array Fields

Field	Meta Key
Specialties	`frs_specialties`
LO Specialties	`frs_specialties_lo`
Languages	`frs_languages`
Custom Links	`frs_custom_links`

Sync Fields

Field	Meta Key
Company Role	`frs_company_role` (multi-value)
Person Type	`frs_select_person_type`
Agent ID	`frs_agent_id`
FluentCRM Synced	`frs_synced_to_fluentcrm_at`

Site Contexts

Set via FRS_SITE_CONTEXT constant in wp-config.php to control which roles are visible per site.

Context	Company Roles	Can Edit
`development`	All 8 roles	Yes
`hub`	All 8 roles	Yes
`21stcenturylending`	loan_originator, leadership	No
`c21masters`	broker_associate, sales_associate, leadership	No

Precedence: Constant → Filter (frs_site_context) → Option → Default (development)

php

// wp-config.php
define('FRS_SITE_CONTEXT', '21stcenturylending');

FluentCRM Integration

Real-time sync between profiles and FluentCRM contacts on user create/update/role change.

Sync Triggers

Profile create → Create FluentCRM contact
Profile update → Update FluentCRM contact
Role change → Update FluentCRM tags
Profile delete → Remove tags (contact preserved)

Tag Mapping

Company Role	FluentCRM Tag
loan_originator	`Loan Originator`
broker_associate	`Broker Associate`
sales_associate	`Sales Associate`
leadership	`Leadership`
staff	`Staff`

Configuration

FluentCRM runs on main site only in multisite. Configure site ID:

php

// wp-config.php
define('FRS_FLUENTCRM_SITE_ID', 1);

Integrations

Simple Local Avatars

Headshot management using Simple Local Avatars plugin for avatar storage.

Arrive Auto-Populate

Auto-populates loan application URLs for loan officers based on their NMLS number.

Planned Features

Coming Soon

The following features are planned but not yet implemented.

Follow Up Boss Integration

CRM integration for syncing profiles to Follow Up Boss on save.

WordPress Abilities API

AI-ready abilities for profile queries:

frs-users/list-profiles - Query profiles with filters
frs-users/get-profile - Get single profile by ID
frs-users/search-profiles - Full-text search

Hooks & Filters

Actions

Hook	Description	Arguments
`frs_profile_saved`	After profile save	`$profile_id`, `$profile_data`
`frs_users_loaded`	After plugin init	(none)
`frs_users_api_routes`	Add custom REST routes	(none)

php

// After profile saved
add_action('frs_profile_saved', function($profile_id, $profile_data) {
    // Trigger external sync, notifications, etc.
}, 10, 2);

Filters

Hook	Description	Arguments
`frs_site_context`	Override site context	`$context`

php

// Override site context dynamically
add_filter('frs_site_context', function($context) {
    if (is_page('lending')) {
        return '21stcenturylending';
    }
    return $context;
});

CLI Commands

bash

# Check site context
wp frs-users site-context

# Setup sync between hub and marketing sites
wp frs-users setup-sync --hub-url=https://myhub21.com
wp frs-users setup-sync --generate-secret

# Sync profiles from hub
wp frs-users sync-from-hub [--type=loan_originator] [--dry-run]

# List profiles
wp frs-users list-profiles [--type=loan_originator]
wp frs-users list-guests

# Profile utilities
wp frs-users create-user <profile_id>
wp frs-users generate-slugs
wp frs-users generate-qr-codes [--force]
wp frs-users generate-vcards [--type=loan_originator]

# Migrations
wp frs-users migrate-fields [--dry-run]
wp frs-users cleanup-fields [--dry-run]

Admin Pages

Page	Location
All Profiles	Users → FRS Profiles
Add Profile	Users → Add FRS Profile
Edit Profile	Users → FRS Profiles → Edit
Import/Export	Users → Import/Export

Code Examples

Get Profile by User ID

php

use FRSUsers\Models\Profile;

$profile = Profile::get_by_user_id($user_id);
if ($profile) {
    echo $profile->get('first_name');
    echo $profile->get('frs_nmls_id');
}

Create Profile

php

use FRSUsers\Models\Profile;

$profile = new Profile();
$profile->set('user_id', $user_id);
$profile->set('first_name', 'John');
$profile->set('last_name', 'Doe');
$profile->set('frs_role', 'loan_officer');
$profile->save();

Query Profiles

php

use FRSUsers\Core\ProfileApi;

$api = ProfileApi::get_instance();
$profiles = $api->get_profiles([
    'role' => 'loan_officer',
    'department' => 'Sales',
    'per_page' => 20
]);

File Structure

frs-wp-users/
├── frs-wp-users.php          # Main plugin file
├── plugin.php                # Plugin class
├── includes/
│   ├── Core/                 # Core services
│   │   ├── Roles.php         # Role/context configuration
│   │   ├── ProfileApi.php    # REST API handler
│   │   ├── ProfileStorage.php
│   │   ├── ProfileSync.php   # Webhook synchronization
│   │   ├── CLI.php           # WP-CLI commands
│   │   └── Template.php      # URL routing
│   ├── Models/               # Data models
│   │   ├── Profile.php
│   │   └── UserProfile.php
│   ├── Admin/                # Admin pages (DataViews-based)
│   │   ├── ProfilesAdminPage.php
│   │   ├── ProfileEditPage.php
│   │   └── CsvImportExport.php
│   ├── Controllers/          # Blocks, shortcodes
│   ├── Routes/               # REST API
│   │   └── Api.php
│   ├── Integrations/         # External services
│   │   ├── FluentCRMSync.php
│   │   └── ArriveAutoPopulate.php
│   ├── Abilities/            # WordPress Abilities API (planned)
│   └── Intranet/             # Intranet module (planned)
├── assets/
│   ├── admin/                # React admin interface
│   └── blocks/               # Gutenberg blocks
├── templates/profile/        # Frontend templates
└── database/Migrations/      # Schema migrations

Intranet Module - Directory, org chart, bookmarks
Profiles API - REST API reference
User Abilities - AI integration

frs-wp-users ​

Features ​

Implemented ​

Planned ​

Installation ​

Profile Roles ​

WordPress Roles (Capabilities) ​

Company Roles (Directory Categorization) ​

REST API ​

Endpoints ​

Example Request ​

Example Response ​

Profile Meta Fields ​

Core Fields ​

Licensing Fields ​

Location Fields ​

Social Fields ​

Profile Fields ​

JSON Array Fields ​

Sync Fields ​

Site Contexts ​

FluentCRM Integration ​

Sync Triggers ​

Tag Mapping ​

Configuration ​

Integrations ​

Simple Local Avatars ​

Arrive Auto-Populate ​

Planned Features ​

Follow Up Boss Integration ​

WordPress Abilities API ​

Hooks & Filters ​

Actions ​

Filters ​

CLI Commands ​

Admin Pages ​

Code Examples ​

Get Profile by User ID ​

Create Profile ​

Query Profiles ​

File Structure ​

Related Documentation ​

frs-wp-users

Features

Implemented

Planned

Installation

Profile Roles

WordPress Roles (Capabilities)

Company Roles (Directory Categorization)

REST API

Endpoints

Example Request

Example Response

Profile Meta Fields

Core Fields

Licensing Fields

Location Fields

Social Fields

Profile Fields

JSON Array Fields

Sync Fields

Site Contexts

FluentCRM Integration

Sync Triggers

Tag Mapping

Configuration

Integrations

Simple Local Avatars

Arrive Auto-Populate

Planned Features

Follow Up Boss Integration

WordPress Abilities API

Hooks & Filters

Actions

Filters

CLI Commands

Admin Pages

Code Examples

Get Profile by User ID

Create Profile

Query Profiles

File Structure

Related Documentation