AI Analysis and Content Strategy fixes. Enhanced Strategy Routes refactoring.
This commit is contained in:
ajaysi
@@ -1,335 +1,492 @@
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# Research Component Integration Guide
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## Overview
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**Date**: 2025-01-29
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**Status**: Updated for Intent-Driven Research Architecture
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The modular Research component has been implemented as a standalone, testable wizard that can be integrated into the blog writer or used independently. This document outlines the architecture, usage, and integration steps.
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---
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## Architecture
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## 📋 Overview
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### Backend Strategy Pattern
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The Research component is a standalone, intent-driven research system that can be integrated into any part of the application. This guide explains how to integrate and use the Research component.
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The research service now supports multiple research modes through a strategy pattern:
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**Key Features**:
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- Intent-driven research (AI infers user goals)
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- Standalone and reusable
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- 3-step wizard interface
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- Provider optimization (Exa → Tavily → Google)
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- Research persona integration
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- Google Trends integration
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```python
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# Research modes
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- Basic: Quick keyword-focused analysis
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- Comprehensive: Full analysis with all components
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- Targeted: Customizable components based on config
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---
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# Strategy implementation
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backend/services/blog_writer/research/research_strategies.py
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- ResearchStrategy (base class)
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- BasicResearchStrategy
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- ComprehensiveResearchStrategy
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- TargetedResearchStrategy
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## 🏗️ Architecture
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### Intent-Driven Research Flow
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```
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User Input
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↓
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UnifiedResearchAnalyzer (Single AI Call)
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├── Intent Inference
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├── Query Generation
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└── Parameter Optimization
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↓
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Research Execution (Exa → Tavily → Google)
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↓
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IntentAwareAnalyzer
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├── Result Analysis
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└── Deliverable Extraction
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↓
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IntentDrivenResearchResult
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```
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### Frontend Component Structure
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### Component Structure
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```
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frontend/src/components/Research/
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├── index.tsx # Main exports
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├── ResearchWizard.tsx # Main wizard container
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├── ResearchWizard.tsx # Main wizard orchestrator
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├── steps/
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│ ├── StepKeyword.tsx # Step 1: Keyword input
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│ ├── StepOptions.tsx # Step 2: Mode selection
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│ ├── StepProgress.tsx # Step 3: Progress display
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│ └── StepResults.tsx # Step 4: Results display
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│ ├── ResearchInput.tsx # Step 1: Input + Intent & Options
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│ ├── StepProgress.tsx # Step 2: Progress/polling
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│ ├── StepResults.tsx # Step 3: Results display
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│ └── components/ # Sub-components
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├── hooks/
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│ ├── useResearchWizard.ts # Wizard state management
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│ └── useResearchExecution.ts # API calls and polling
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├── types/
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│ └── research.types.ts # TypeScript interfaces
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└── utils/
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└── researchUtils.ts # Utility functions
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│ ├── useResearchWizard.ts # Wizard state management
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│ ├── useResearchExecution.ts # API calls and polling
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│ └── useIntentResearch.ts # Intent-driven research flow
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└── types/
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├── research.types.ts # Wizard state types
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└── intent.types.ts # Intent-driven types
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```
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## Test Page
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---
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A dedicated test page is available at `/research-test` for testing the research wizard independently.
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**Features:**
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- Quick preset keywords for testing
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- Debug panel with JSON export
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- Performance metrics display
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- Cache state visualization
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## Usage
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### Standalone Usage
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```typescript
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import { ResearchWizard } from '../components/Research';
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<ResearchWizard
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onComplete={(results) => {
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console.log('Research complete:', results);
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}}
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onCancel={() => {
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console.log('Cancelled');
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}}
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initialKeywords={['AI', 'marketing']}
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initialIndustry="Technology"
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/>
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```
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### Integration with Blog Writer
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The component is designed to be easily integrated into the BlogWriter research phase:
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**Current Implementation:**
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- Uses CopilotKit sidebar for research input
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- Displays results in `ResearchResults` component
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- Manual fallback via `ManualResearchForm`
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**Proposed Integration:**
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Replace the CopilotKit/manual form with the wizard:
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```typescript
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// In BlogWriter.tsx
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{currentPhase === 'research' && (
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<ResearchWizard
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onComplete={(results) => setResearch(results)}
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onCancel={() => navigate('blog-writer')}
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/>
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)}
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```
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## Backend API Changes
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### New Models
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The `BlogResearchRequest` model now supports:
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```python
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class BlogResearchRequest(BaseModel):
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keywords: List[str]
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topic: Optional[str] = None
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industry: Optional[str] = None
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target_audience: Optional[str] = None
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tone: Optional[str] = None
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word_count_target: Optional[int] = 1500
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persona: Optional[PersonaInfo] = None
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research_mode: Optional[ResearchMode] = ResearchMode.BASIC # NEW
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config: Optional[ResearchConfig] = None # NEW
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```
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### Backward Compatibility
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The API remains backward compatible:
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- If `research_mode` is not provided, defaults to `BASIC`
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- If `config` is not provided, defaults to standard configuration
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- Existing requests continue to work unchanged
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## Research Modes
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### Basic Mode
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- Quick keyword analysis
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- Primary & secondary keywords
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- Current trends overview
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- Top 5 content angles
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- Key statistics
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### Comprehensive Mode
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- All basic features plus:
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- Expert quotes & opinions
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- Competitor analysis
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- Market forecasts
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- Best practices & case studies
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- Content gaps identification
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### Targeted Mode
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- Selectable components:
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- Statistics
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- Expert quotes
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- Competitors
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- Trends
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- Always includes: Keywords & content angles
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## Configuration Options
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### ResearchConfig Model
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```python
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class ResearchConfig(BaseModel):
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mode: ResearchMode = ResearchMode.BASIC
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date_range: Optional[DateRange] = None
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source_types: List[SourceType] = []
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max_sources: int = 10
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include_statistics: bool = True
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include_expert_quotes: bool = True
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include_competitors: bool = True
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include_trends: bool = True
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```
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### Date Range Options
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- `last_week`
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- `last_month`
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- `last_3_months`
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- `last_6_months`
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- `last_year`
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- `all_time`
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### Source Types
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- `web` - Web articles
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- `academic` - Academic papers
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- `news` - News articles
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- `industry` - Industry reports
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- `expert` - Expert opinions
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## Caching
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The research component uses the existing cache infrastructure:
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- Cache keys include research mode
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- Cache is shared across basic/comprehensive/targeted modes
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- Cache invalidation handled automatically
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## Testing
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### Test the Wizard
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1. Navigate to `/research-test`
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2. Use quick presets or enter custom keywords
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3. Select research mode
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4. Monitor progress
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5. Review results
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6. Export JSON for analysis
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### Integration Testing
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To test integration with BlogWriter:
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1. Start backend: `python start_alwrity_backend.py`
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2. Navigate to `/blog-writer` (current implementation)
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3. Or navigate to `/research-test` (new wizard)
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4. Compare results and UI
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## Migration Path
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### Phase 1: Parallel Testing (Current)
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- `/research-test` - New wizard available
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- `/blog-writer` - Current implementation unchanged
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- Users can test both
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### Phase 2: Integration
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1. Add wizard as option in BlogWriter
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2. A/B test user preference
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3. Monitor performance metrics
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### Phase 3: Replacement (Optional)
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1. Replace CopilotKit/manual form with wizard
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2. Remove old implementation
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3. Update documentation
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## API Endpoints
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All existing endpoints remain unchanged:
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```
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POST /api/blog/research/start
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- Supports new research_mode and config parameters
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- Backward compatible with existing requests
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GET /api/blog/research/status/{task_id}
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- No changes required
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```
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## Benefits
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1. **Modularity**: Component works standalone
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2. **Testability**: Dedicated test page for experimentation
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3. **Backward Compatibility**: Existing functionality unchanged
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4. **Progressive Enhancement**: Can add features incrementally
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5. **Reusability**: Can be used in other parts of the app
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## Future Enhancements
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Potential future improvements:
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1. **Multi-stage Research**: Sequential research with refinement
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2. **Source Quality Validation**: Advanced credibility scoring
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3. **Interactive Query Builder**: Dynamic search refinement
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4. **Advanced Prompting**: Few-shot examples, reasoning chains
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5. **Custom Strategy Plugins**: User-defined research strategies
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## Troubleshooting
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### Research Results Not Showing
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Check:
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1. Backend logs for API errors
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2. Network tab for failed requests
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3. Browser console for JavaScript errors
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4. Verify user authentication
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### Cache Issues
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Clear cache:
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```typescript
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import { researchCache } from '../services/researchCache';
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researchCache.clearCache();
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```
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### Type Errors
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Ensure all imports are correct:
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```typescript
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import {
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ResearchWizard,
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useResearchWizard,
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WizardState
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} from '../components/Research';
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import {
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BlogResearchRequest,
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BlogResearchResponse,
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ResearchMode,
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ResearchConfig
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} from '../services/blogWriterApi';
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```
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## Examples
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## 🔌 Integration
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### Basic Integration
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```typescript
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import { ResearchWizard } from './components/Research';
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import { BlogResearchResponse } from './services/blogWriterApi';
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const MyComponent: React.FC = () => {
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const [results, setResults] = useState<BlogResearchResponse | null>(null);
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import { ResearchWizard } from '../components/Research';
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function MyComponent() {
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return (
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<ResearchWizard
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onComplete={(res) => setResults(res)}
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onCancel={() => console.log('Cancelled')}
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onComplete={(results) => {
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console.log('Research complete:', results);
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// Use results in your component
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}}
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onCancel={() => {
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console.log('Research cancelled');
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}}
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/>
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);
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};
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}
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```
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### Advanced Integration with Custom Config
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### With Initial Data
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```typescript
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const request: BlogResearchRequest = {
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keywords: ['AI', 'automation'],
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industry: 'Technology',
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research_mode: 'targeted',
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config: {
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mode: 'targeted',
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include_statistics: true,
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include_competitors: true,
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include_trends: false,
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<ResearchWizard
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initialKeywords={['AI marketing tools']}
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initialIndustry="Technology"
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initialTargetAudience="Marketing professionals"
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initialResearchMode="comprehensive"
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initialConfig={{
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provider: 'exa',
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max_sources: 20,
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}
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};
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include_statistics: true,
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include_expert_quotes: true
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}}
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initialResults={savedResults} // For restoring saved projects
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/>
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```
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## Support
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### Blog Writer Integration
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For issues or questions:
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1. Check this documentation
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2. Review test page examples
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3. Inspect backend logs
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4. Check frontend console
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```typescript
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import { BlogWriterAdapter } from '../components/Research/integrations/BlogWriterAdapter';
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function BlogWriter() {
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const [researchData, setResearchData] = useState(null);
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return (
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<>
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<BlogWriterAdapter
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onResearchComplete={(data) => {
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setResearchData(data);
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// Use research data for blog generation
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}}
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/>
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{/* Rest of blog writer UI */}
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</>
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);
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}
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```
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---
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## 🔄 Research Flow
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### Step 1: Research Input
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**User provides**:
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- Keywords/topic
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- Industry (optional, pre-filled from persona)
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- Target audience (optional, pre-filled from persona)
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**Component triggers**:
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- Intent analysis when user clicks "Intent & Options"
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- Shows `IntentConfirmationPanel` with AI-inferred intent
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### Step 2: Intent Confirmation
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**User reviews**:
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- Primary research question
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- Generated research queries
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- Optimized provider settings
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- Google Trends keywords (if applicable)
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**User can**:
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- Edit primary question
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- Toggle deliverables
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- Select/edit queries
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- Review provider settings
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**Component executes**:
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- Research with selected queries
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- Shows progress
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- Auto-navigates to results
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### Step 3: Results Display
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**Component shows**:
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- Summary tab (AI-generated overview)
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- Deliverables tab (statistics, quotes, case studies, trends)
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- Sources tab (citations with credibility scores)
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- Analysis tab (deep insights)
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---
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## 🔌 API Integration
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### Intent Analysis Endpoint
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```typescript
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POST /api/research/intent/analyze
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Request:
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{
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"keywords": "AI marketing tools",
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"industry": "Technology",
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"target_audience": "Marketing professionals"
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}
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Response:
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{
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"success": true,
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"intent": {
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"primary_question": "What are the latest AI-powered marketing automation tools?",
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"research_goals": ["identify tools", "compare features", "analyze trends"],
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"deliverables": ["statistics", "expert_quotes", "case_studies"],
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"industry": "Technology",
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"target_audience": "Marketing professionals"
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},
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"queries": [
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{
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"query": "AI marketing automation platforms 2025",
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"provider": "exa",
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"justification": "Exa is best for finding company/product information"
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}
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],
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"optimized_config": {
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"provider": "exa",
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"exa_category": "company",
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"provider_justification": "Exa excels at finding company and product information"
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},
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"trends_config": {
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"keywords": ["AI marketing", "marketing automation"],
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"enabled": true
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}
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}
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```
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### Intent-Driven Research Endpoint
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```typescript
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POST /api/research/intent/research
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Request:
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{
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"intent": {...},
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"queries": [...],
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"config": {...}
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}
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Response:
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{
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"success": true,
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"result": {
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"summary": "Comprehensive overview...",
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"deliverables": {
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"statistics": [
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{
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"value": "85%",
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"description": "of marketers use AI tools",
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"citation": {...}
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}
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],
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"expert_quotes": [...],
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"case_studies": [...],
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"trends": [...]
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},
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"sources": [...],
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"analysis": "Deep insights based on intent..."
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}
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}
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```
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---
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## 🎨 Customization
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### Custom Styling
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```typescript
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import { ResearchWizard } from '../components/Research';
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import { ThemeProvider, createTheme } from '@mui/material';
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const customTheme = createTheme({
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// Your custom theme
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});
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<ThemeProvider theme={customTheme}>
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<ResearchWizard {...props} />
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</ThemeProvider>
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```
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### Custom Hooks
|
||||
|
||||
```typescript
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import { useResearchWizard, useResearchExecution } from '../components/Research';
|
||||
|
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function CustomResearchComponent() {
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const wizard = useResearchWizard();
|
||||
const execution = useResearchExecution();
|
||||
|
||||
// Custom logic here
|
||||
return <div>Custom UI</div>;
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||||
}
|
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```
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||||
---
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## 🔧 Backend Services
|
||||
|
||||
### UnifiedResearchAnalyzer
|
||||
|
||||
**Location**: `backend/services/research/intent/unified_research_analyzer.py`
|
||||
|
||||
**Purpose**: Single AI call for intent inference, query generation, and parameter optimization
|
||||
|
||||
**Usage**:
|
||||
```python
|
||||
from backend.services.research.intent.unified_research_analyzer import UnifiedResearchAnalyzer
|
||||
|
||||
analyzer = UnifiedResearchAnalyzer()
|
||||
result = await analyzer.analyze(
|
||||
user_input="AI marketing tools",
|
||||
industry="Technology",
|
||||
target_audience="Marketing professionals",
|
||||
user_id="user_123"
|
||||
)
|
||||
```
|
||||
|
||||
### IntentAwareAnalyzer
|
||||
|
||||
**Location**: `backend/services/research/intent/intent_aware_analyzer.py`
|
||||
|
||||
**Purpose**: Analyzes raw research results based on user intent
|
||||
|
||||
**Usage**:
|
||||
```python
|
||||
from backend.services.research.intent.intent_aware_analyzer import IntentAwareAnalyzer
|
||||
|
||||
analyzer = IntentAwareAnalyzer()
|
||||
result = await analyzer.analyze(
|
||||
raw_results={...},
|
||||
intent=research_intent,
|
||||
user_id="user_123"
|
||||
)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 📝 Type Definitions
|
||||
|
||||
### Research Types
|
||||
|
||||
```typescript
|
||||
// research.types.ts
|
||||
export interface WizardState {
|
||||
currentStep: number;
|
||||
keywords: string[];
|
||||
industry: string;
|
||||
target_audience: string;
|
||||
research_mode: ResearchMode;
|
||||
config: ResearchConfig;
|
||||
results: BlogResearchResponse | null;
|
||||
}
|
||||
|
||||
export interface ResearchWizardProps {
|
||||
onComplete?: (results: BlogResearchResponse) => void;
|
||||
onCancel?: () => void;
|
||||
initialKeywords?: string[];
|
||||
initialIndustry?: string;
|
||||
initialTargetAudience?: string;
|
||||
initialResearchMode?: ResearchMode;
|
||||
initialConfig?: ResearchConfig;
|
||||
initialResults?: BlogResearchResponse | null;
|
||||
}
|
||||
```
|
||||
|
||||
### Intent Types
|
||||
|
||||
```typescript
|
||||
// intent.types.ts
|
||||
export interface ResearchIntent {
|
||||
primary_question: string;
|
||||
research_goals: string[];
|
||||
deliverables: string[];
|
||||
industry: string;
|
||||
target_audience: string;
|
||||
}
|
||||
|
||||
export interface ResearchQuery {
|
||||
query: string;
|
||||
provider: 'exa' | 'tavily' | 'google';
|
||||
justification?: string;
|
||||
}
|
||||
|
||||
export interface IntentDrivenResearchResult {
|
||||
summary: string;
|
||||
deliverables: {
|
||||
statistics: StatisticWithCitation[];
|
||||
expert_quotes: ExpertQuote[];
|
||||
case_studies: CaseStudySummary[];
|
||||
trends: TrendAnalysis[];
|
||||
};
|
||||
sources: Source[];
|
||||
analysis: string;
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🧪 Testing
|
||||
|
||||
### Standalone Testing
|
||||
|
||||
Navigate to `/research-test` for isolated testing:
|
||||
- Test research flow
|
||||
- Debug intent analysis
|
||||
- Review results
|
||||
- Export data
|
||||
|
||||
### Integration Testing
|
||||
|
||||
1. Import `ResearchWizard` in your component
|
||||
2. Test with various initial data
|
||||
3. Verify `onComplete` callback
|
||||
4. Check error handling
|
||||
|
||||
---
|
||||
|
||||
## 🚀 Best Practices
|
||||
|
||||
### 1. Always Provide Initial Data When Available
|
||||
|
||||
```typescript
|
||||
// Good: Pre-fill from user data
|
||||
<ResearchWizard
|
||||
initialIndustry={userProfile.industry}
|
||||
initialTargetAudience={userProfile.targetAudience}
|
||||
/>
|
||||
|
||||
// Avoid: Empty wizard when data is available
|
||||
<ResearchWizard />
|
||||
```
|
||||
|
||||
### 2. Handle Results Properly
|
||||
|
||||
```typescript
|
||||
<ResearchWizard
|
||||
onComplete={(results) => {
|
||||
// Save results
|
||||
saveResearchResults(results);
|
||||
|
||||
// Use in your component
|
||||
setResearchData(results);
|
||||
|
||||
// Navigate if needed
|
||||
navigate('/blog-writer', { state: { research: results } });
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
### 3. Use Research Persona
|
||||
|
||||
```typescript
|
||||
// Research persona automatically pre-fills:
|
||||
// - Industry
|
||||
// - Target audience
|
||||
// - Research preferences
|
||||
// - Provider settings
|
||||
|
||||
// No additional code needed - it's automatic!
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🔄 Migration from Old Architecture
|
||||
|
||||
### Old Architecture (Deprecated)
|
||||
- 4-step wizard (StepKeyword → StepOptions → StepProgress → StepResults)
|
||||
- Strategy pattern (Basic/Comprehensive/Targeted modes)
|
||||
- Rule-based parameter optimization
|
||||
|
||||
### New Architecture
|
||||
- 3-step wizard (ResearchInput → StepProgress → StepResults)
|
||||
- Intent-driven (AI infers intent)
|
||||
- Unified AI analyzer (single call)
|
||||
- AI-optimized parameters
|
||||
|
||||
### Migration Steps
|
||||
1. Replace old wizard components with `ResearchWizard`
|
||||
2. Remove mode selection UI (handled by AI)
|
||||
3. Update API calls to use intent-driven endpoints
|
||||
4. Update result handling for new result structure
|
||||
|
||||
---
|
||||
|
||||
## 📚 Additional Resources
|
||||
|
||||
- **Architecture Rules**: `.cursor/rules/researcher-architecture.mdc`
|
||||
- **Implementation Guide**: `RESEARCH_WIZARD_IMPLEMENTATION.md`
|
||||
- **Intent-Driven Guide**: `INTENT_DRIVEN_RESEARCH_GUIDE.md`
|
||||
- **Current Architecture**: `CURRENT_ARCHITECTURE_OVERVIEW.md`
|
||||
|
||||
---
|
||||
|
||||
## ✅ Implementation Status
|
||||
|
||||
- ✅ Intent-driven research implemented
|
||||
- ✅ UnifiedResearchAnalyzer working
|
||||
- ✅ IntentAwareAnalyzer working
|
||||
- ✅ Google Trends integrated
|
||||
- ✅ Research persona integrated
|
||||
- ✅ My Projects feature (auto-save)
|
||||
- ✅ Component refactoring complete
|
||||
|
||||
---
|
||||
|
||||
**Status**: Current and Accurate
|
||||
|
||||
Reference in New Issue
Block a user