# Research Phase Improvements Summary

## Key Changes

### 1. Provider Auto-Selection ✅
- **Removed** manual provider dropdown from UI
- **Auto-selects** provider based on Research Depth:
  - `Basic` → Google Search (fast)
  - `Comprehensive` → Exa Neural (if available, else Google)
  - `Targeted` → Exa Neural (if available, else Google)
- Transparent to user, intelligent fallback

### 2. Visual Status Indicators ✅
- Red/green dots show API key status: `Research Depth [🟢 Google 🟢 Exa]`
- Real-time availability check via `/api/research/provider-availability`
- Tooltips show configuration status

### 3. Persona-Aware Defaults ✅
- **Auto-fills** from onboarding data:
  - Industry → From `business_info` or `core_persona`
  - Target Audience → From persona data
  - Exa Domains → Industry-specific sources (e.g., Healthcare: pubmed.gov, nejm.org)
  - Exa Category → Industry-appropriate (e.g., Finance: financial report)
- Endpoint: `/api/research/persona-defaults`

### 4. Fixed Issues ✅
- **Preset clicks** now properly update all fields and clear localStorage
- **Exa options** visible for all modes when Exa provider selected
- **State management** prioritizes initial props over cached state

---

## New API Endpoints

| Endpoint | Purpose | Returns |
|----------|---------|---------|
| `GET /api/research/provider-availability` | Check API key status | `{google_available, exa_available, key_status}` |
| `GET /api/research/persona-defaults` | Get user defaults | `{industry, target_audience, suggested_domains, exa_category}` |
| `GET /api/research/config` | Combined config | Both availability + defaults |

---

## Provider Selection Logic

```typescript
Basic: Always Google
Comprehensive/Targeted: Exa (if available) → Google (fallback)
```

---

## Domain & Category Suggestions

**By Industry**:
- Healthcare → pubmed.gov, nejm.org + `research paper`
- Technology → techcrunch.com, wired.com + `company`
- Finance → wsj.com, bloomberg.com + `financial report`
- Science → nature.com, sciencemag.org + `research paper`

---

## Quick Test Guide

1. **Provider Auto-Selection**: Change research depth → provider updates automatically
2. **Status Indicators**: Check dots match API key configuration
3. **Persona Defaults**: New users see industry/audience pre-filled
4. **Preset Clicks**: Click preset → all fields update instantly
5. **Exa Visibility**: Select Comprehensive → Exa options appear (if available)

---

## Files Changed

**Frontend**:
- `frontend/src/components/Research/steps/ResearchInput.tsx` - Auto-selection, status UI
- `frontend/src/components/Research/hooks/useResearchWizard.ts` - State management
- `frontend/src/pages/ResearchTest.tsx` - Enhanced presets
- `frontend/src/api/researchConfig.ts` - New API client

**Backend**:
- `backend/api/research_config.py` - New endpoints
- `backend/app.py` - Router registration

**Documentation**:
- `docs/RESEARCH_AI_HYPERPERSONALIZATION.md` - Complete AI personalization guide
- `docs/RESEARCH_IMPROVEMENTS_SUMMARY.md` - This summary

---

## Before vs After

| Before | After |
|--------|-------|
| Manual provider selection | Auto-selected by depth |
| No API key visibility | Red/green status dots |
| Generic "General" defaults | Persona-aware pre-fills |
| Broken preset clicks | Instant preset application |
| Exa hidden in Basic | Exa always accessible |

---

## Next Steps (Phase 2)

1. **AI Query Enhancement** - Transform vague inputs into actionable queries
2. **Smart Presets** - Generate presets from persona + AI
3. **Learning** - Track successful patterns, suggest optimizations

---

## Success Metrics

- **Immediate**: Reduced clicks, better UX, working presets
- **Track**: Time to research start, preset adoption rate, Exa usage %
- **Goal**: 30% faster research setup, higher user satisfaction

---

## Reused from Documentation

From `RESEARCH_AI_HYPERPERSONALIZATION.md`:
- Domain suggestion maps (8 industries)
- Exa category mappings (8 industries)
- Provider selection rules
- Persona data structure
- API design patterns

---

**Status**: All changes complete and tested. Foundation ready for AI enhancement (Phase 2).

