AI Analysis and Content Strategy fixes. Enhanced Strategy Routes refactoring.
This commit is contained in:
ajaysi
@@ -1,346 +1,434 @@
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# Research Wizard Implementation Summary
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# Research Wizard Implementation Guide
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## Implementation Complete
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A modular, pluggable research component has been successfully implemented with wizard-based UI that can be tested independently and integrated into the blog writer.
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**Date**: 2025-01-29
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**Status**: Updated for Intent-Driven Research Architecture
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---
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## Backend Implementation
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## 📋 Overview
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### 1. Research Models (blog_models.py)
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The Research Wizard is a 3-step, intent-driven research system that uses AI to infer user intent, generate targeted queries, and optimize research parameters before executing research operations.
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**New Enums:**
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- `ResearchMode`: `BASIC`, `COMPREHENSIVE`, `TARGETED`
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- `SourceType`: `WEB`, `ACADEMIC`, `NEWS`, `INDUSTRY`, `EXPERT`
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- `DateRange`: `LAST_WEEK` through `ALL_TIME`
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**New Models:**
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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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**Enhanced BlogResearchRequest:**
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- Added `research_mode: Optional[ResearchMode]`
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- Added `config: Optional[ResearchConfig]`
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- **Backward compatible** - defaults to existing behavior
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### 2. Strategy Pattern (research_strategies.py)
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**New file:** `backend/services/blog_writer/research/research_strategies.py`
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**Three Strategy Classes:**
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1. **BasicResearchStrategy**: Quick keyword-focused analysis
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2. **ComprehensiveResearchStrategy**: Full analysis with all components
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3. **TargetedResearchStrategy**: Customizable components based on config
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**Factory Function:**
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```python
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get_strategy_for_mode(mode: ResearchMode) -> ResearchStrategy
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```
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### 3. Service Integration (research_service.py)
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**Key Changes:**
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- Imports strategy factory and models
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- Uses strategy pattern in both `research()` and `research_with_progress()` methods
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- Automatically selects strategy based on `research_mode`
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- Backward compatible - defaults to BASIC if not specified
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**Line Changes:**
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```python
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# Lines 88-96: Determine research mode and get appropriate strategy
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research_mode = request.research_mode or ResearchMode.BASIC
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config = request.config or ResearchConfig(mode=research_mode)
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strategy = get_strategy_for_mode(research_mode)
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logger.info(f"Using research mode: {research_mode.value}")
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# Build research prompt based on strategy
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research_prompt = strategy.build_research_prompt(topic, industry, target_audience, config)
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```
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**Key Features**:
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- Intent-driven research (AI infers what user wants to research)
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- 3-step wizard flow
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- Unified AI analyzer (single call for intent + queries + params)
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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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---
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## Frontend Implementation
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## 🏗️ Architecture
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### 4. Component Structure
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**New Directory:** `frontend/src/components/Research/`
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### Current 3-Step Wizard Flow
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```
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Research/
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├── index.tsx # Main exports
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├── ResearchWizard.tsx # Main wizard container
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Step 1: ResearchInput
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├── User enters keywords/topic
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├── Selects industry & target audience
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├── Clicks "Intent & Options" button
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└── Shows IntentConfirmationPanel
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Step 2: StepProgress (Auto-navigated)
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├── Research execution in progress
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├── Polling for completion
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└── Auto-navigates to Step 3 on completion
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Step 3: StepResults
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├── IntentResultsDisplay (tabbed view)
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│ ├── Summary tab
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│ ├── Deliverables tab
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│ ├── Sources tab
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│ └── Analysis tab
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└── Legacy results (fallback)
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```
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### Component Structure
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```
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frontend/src/components/Research/
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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 (3 cards)
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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/
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│ ├── ResearchInputHeader.tsx # Header with Advanced toggle
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│ ├── ResearchInputContainer.tsx # Main input with Intent & Options button
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│ ├── IntentConfirmationPanel/ # Intent review/edit panel
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│ │ ├── IntentConfirmationPanel.tsx
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│ │ ├── IntentHeader.tsx
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│ │ ├── PrimaryQuestionEditor.tsx
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│ │ ├── IntentSummaryGrid.tsx
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│ │ ├── DeliverablesSelector.tsx
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│ │ ├── ResearchQueriesSection.tsx
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│ │ ├── TrendsConfigSection.tsx
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│ │ └── AdvancedProviderOptionsSection.tsx
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│ ├── IntentResultsDisplay.tsx # Tabbed results (Summary, Deliverables, Sources, Analysis)
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│ ├── AdvancedOptionsSection.tsx # Exa/Tavily options
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│ ├── ProviderChips.tsx # Provider availability display
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│ └── ...
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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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└── integrations/
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└── BlogWriterAdapter.tsx # Blog writer integration adapter
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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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### 5. Wizard Components
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**ResearchWizard.tsx:**
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- Main container with progress bar
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- Step indicators (Setup → Options → Research → Results)
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- Navigation footer with Back/Next buttons
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- Responsive layout
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**StepKeyword.tsx:**
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- Keywords textarea
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- Industry dropdown (16 options)
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- Target audience input
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- Validation for keyword requirements
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**StepOptions.tsx:**
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- Three mode cards (Basic, Comprehensive, Targeted)
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- Visual selection feedback
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- Feature lists per mode
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- Hover effects
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**StepProgress.tsx:**
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- Real-time progress updates
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- Progress messages display
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- Cancel button
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- Auto-advance to results on completion
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**StepResults.tsx:**
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- Displays research results using existing `ResearchResults` component
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- Export JSON button
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- Start new research button
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### 6. Hooks
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**useResearchWizard.ts:**
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- State management for wizard steps
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- localStorage persistence
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- Step navigation (next/back)
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- Validation per step
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- Reset functionality
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**useResearchExecution.ts:**
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- Research execution via API
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- Cache checking
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- Polling integration
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- Error handling
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- Progress tracking
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### 7. Test Page (ResearchTest.tsx)
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**Location:** `frontend/src/pages/ResearchTest.tsx`
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**Route:** `/research-test`
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**Features:**
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- Quick preset buttons (3 samples)
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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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- Research statistics summary
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**Sample Presets:**
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1. AI Marketing Tools
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2. Small Business SEO
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3. Content Strategy
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### 8. Type Definitions
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**research.types.ts:**
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- `WizardState`
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- `WizardStepProps`
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- `ResearchWizardProps`
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- `ModeCardInfo`
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**blogWriterApi.ts:**
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- `ResearchMode` type union
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- `SourceType` type union
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- `DateRange` type union
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- `ResearchConfig` interface
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- Updated `BlogResearchRequest` interface
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---
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## Integration
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## 🔄 Research Flow
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### 9. Blog Writer API (blogWriterApi.ts)
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### Step 1: ResearchInput
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**Enhanced Interface:**
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**Purpose**: User provides research topic and triggers intent analysis
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**User Actions**:
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1. Enter keywords/topic in textarea
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2. Select industry (optional, pre-filled from persona)
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3. Select target audience (optional, pre-filled from persona)
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4. Click "Intent & Options" button (enabled after 2+ words)
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**What Happens**:
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```typescript
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export interface BlogResearchRequest {
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keywords: string[];
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topic?: string;
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industry?: string;
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target_audience?: string;
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tone?: string;
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word_count_target?: number;
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persona?: PersonaInfo;
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research_mode?: ResearchMode; // NEW
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config?: ResearchConfig; // NEW
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// User clicks "Intent & Options"
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onClick={() => {
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execution.analyzeIntent(state.keywords, state.industry, state.target_audience);
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}}
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```
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**Backend Call**:
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- `POST /api/research/intent/analyze`
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- `UnifiedResearchAnalyzer` analyzes input
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- Returns: `ResearchIntent`, `ResearchQuery[]`, `OptimizedConfig`
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**UI Update**:
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- Shows `IntentConfirmationPanel` below input
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- Displays inferred intent, queries, and optimized config
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### Step 2: IntentConfirmationPanel
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**Purpose**: User reviews and edits AI-inferred intent before execution
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**Components**:
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- **PrimaryQuestionEditor**: Editable primary research question
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- **IntentSummaryGrid**: Quick summary (industry, audience, mode, deliverables)
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- **DeliverablesSelector**: Toggle specific deliverables (statistics, quotes, case studies, etc.)
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- **ResearchQueriesSection**: List of generated queries (selectable, editable)
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- **TrendsConfigSection**: Google Trends keywords (if applicable)
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- **AdvancedProviderOptionsSection**: Exa/Tavily options with AI justifications
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**User Actions**:
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1. Review inferred intent
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2. Edit primary question (optional)
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3. Toggle deliverables (optional)
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4. Select/edit queries (optional)
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5. Review provider settings (optional)
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6. Click "Research" button
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**What Happens**:
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```typescript
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// User clicks "Research"
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onExecute={async (selectedQueries) => {
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const result = await execution.executeIntentResearch(state, selectedQueries);
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if (result?.success) {
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onUpdate({ currentStep: 3 }); // Navigate to results
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}
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}}
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```
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**Backend Call**:
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- `POST /api/research/intent/research`
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- Executes selected queries via Exa/Tavily/Google
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- `IntentAwareAnalyzer` analyzes results based on intent
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- Returns: `IntentDrivenResearchResult`
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**UI Update**:
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- Shows `StepProgress` (auto-navigated)
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- Polls for completion
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- Auto-navigates to Step 3 on completion
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### Step 3: StepResults
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**Purpose**: Display research results in organized tabs
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**Components**:
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- **IntentResultsDisplay**: Tabbed view for intent-driven results
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- **Summary Tab**: AI-generated overview
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- **Deliverables Tab**: Extracted statistics, quotes, case studies, trends
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- **Sources Tab**: Citations with credibility scores
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- **Analysis Tab**: Deep insights based on intent
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- **Legacy Results**: Fallback for non-intent-driven research
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**User Actions**:
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- Browse results in different tabs
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- Export results (future)
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- Start new research
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- Save research project (auto-saved)
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---
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## 🔌 Backend Integration
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### API Endpoints
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#### 1. Intent Analysis
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```python
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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": "...",
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"research_goals": [...],
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"deliverables": [...],
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"industry": "...",
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"target_audience": "..."
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},
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"queries": [
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{
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"query": "...",
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"provider": "exa",
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"justification": "..."
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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": "..."
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},
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"trends_config": {
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"keywords": [...],
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"enabled": true
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}
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}
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```
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### 10. App Routing (App.tsx)
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#### 2. Intent-Driven Research
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```python
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POST /api/research/intent/research
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**New Route:**
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```typescript
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<Route path="/research-test" element={<ResearchTest />} />
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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": "...",
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"deliverables": {
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"statistics": [...],
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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": "..."
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}
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}
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```
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### 11. Integration Adapter
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### Backend Services
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**BlogWriterAdapter.tsx:**
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- Wrapper component for easy integration
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- Usage examples included
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- Clean interface for BlogWriter
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#### UnifiedResearchAnalyzer
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**Location**: `backend/services/research/intent/unified_research_analyzer.py`
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**Purpose**: Single AI call for intent inference, query generation, and parameter optimization
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**Key Method**:
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```python
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async def analyze(
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user_input: str,
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industry: Optional[str] = None,
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target_audience: Optional[str] = None,
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user_id: Optional[str] = None
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) -> UnifiedResearchAnalysis:
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"""
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Analyzes user input and returns:
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- Inferred research intent
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- Generated research queries
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- Optimized provider configuration
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- Google Trends keywords (if applicable)
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"""
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```
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#### IntentAwareAnalyzer
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**Location**: `backend/services/research/intent/intent_aware_analyzer.py`
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**Purpose**: Analyzes raw research results based on user intent
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**Key Method**:
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```python
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async def analyze(
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raw_results: Dict[str, Any],
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intent: ResearchIntent,
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user_id: Optional[str] = None
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) -> IntentDrivenResearchResult:
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"""
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Analyzes raw results and extracts:
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- Statistics with citations
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- Expert quotes
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- Case studies
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- Trends
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- Comparisons
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- Based on user's research intent
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"""
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```
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---
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## Documentation
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## 🎨 Frontend Hooks
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### 12. Integration Guide
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### useResearchWizard
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**Location**: `frontend/src/components/Research/hooks/useResearchWizard.ts`
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**File:** `docs/RESEARCH_COMPONENT_INTEGRATION.md`
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**Purpose**: Manages wizard state (step, keywords, industry, config, results)
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**Contents:**
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- Architecture overview
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- Usage examples
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- Backend API details
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- Research modes explained
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- Configuration options
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- Testing instructions
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- Migration path
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- Troubleshooting guide
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**Key Methods**:
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```typescript
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const wizard = useResearchWizard(initialKeywords, ...);
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wizard.state.currentStep; // Current step (1, 2, or 3)
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wizard.state.keywords; // Research keywords
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wizard.state.industry; // Selected industry
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wizard.state.config; // Research configuration
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wizard.state.results; // Research results
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wizard.updateState({ ... }); // Update state
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wizard.nextStep(); // Navigate to next step
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wizard.previousStep(); // Navigate to previous step
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```
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### useResearchExecution
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**Location**: `frontend/src/components/Research/hooks/useResearchExecution.ts`
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**Purpose**: Handles API calls and research execution
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**Key Methods**:
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```typescript
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const execution = useResearchExecution();
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execution.analyzeIntent(keywords, industry, audience);
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execution.intentAnalysis; // Result from intent analysis
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execution.confirmIntent(intent); // Confirm/modify intent
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execution.executeIntentResearch(state, queries); // Execute research
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||||
execution.isAnalyzingIntent; // Loading state
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||||
execution.isExecuting; // Execution state
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```
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||||
### useIntentResearch
|
||||
**Location**: `frontend/src/components/Research/hooks/useIntentResearch.ts`
|
||||
|
||||
**Purpose**: Manages intent-driven research flow
|
||||
|
||||
**Key Methods**:
|
||||
```typescript
|
||||
const intentResearch = useIntentResearch();
|
||||
|
||||
intentResearch.analyzeIntent(userInput);
|
||||
intentResearch.confirmIntent(intent);
|
||||
intentResearch.executeResearch(queries);
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Key Features
|
||||
## 🔗 Integration Examples
|
||||
|
||||
### Research Modes
|
||||
### Standalone Usage
|
||||
```typescript
|
||||
import { ResearchWizard } from '../components/Research';
|
||||
|
||||
**Basic Mode:**
|
||||
- Quick keyword analysis
|
||||
- Primary & secondary keywords
|
||||
- Trends overview
|
||||
- Top 5 content angles
|
||||
- Key statistics
|
||||
<ResearchWizard
|
||||
onComplete={(results) => {
|
||||
console.log('Research complete:', results);
|
||||
}}
|
||||
onCancel={() => {
|
||||
console.log('Research cancelled');
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
**Comprehensive Mode:**
|
||||
- All basic features
|
||||
- Expert quotes & opinions
|
||||
- Competitor analysis
|
||||
- Market forecasts
|
||||
- Best practices & case studies
|
||||
- Content gaps identification
|
||||
### With Initial Data
|
||||
```typescript
|
||||
<ResearchWizard
|
||||
initialKeywords={['AI marketing tools']}
|
||||
initialIndustry="Technology"
|
||||
initialTargetAudience="Marketing professionals"
|
||||
initialResearchMode="comprehensive"
|
||||
initialConfig={{
|
||||
provider: 'exa',
|
||||
max_sources: 20,
|
||||
include_statistics: true
|
||||
}}
|
||||
initialResults={savedResults} // For restoring saved projects
|
||||
/>
|
||||
```
|
||||
|
||||
**Targeted Mode:**
|
||||
- Selectable components
|
||||
- Customizable filters
|
||||
- Date range options
|
||||
- Source type filtering
|
||||
### Blog Writer Integration
|
||||
```typescript
|
||||
// In BlogWriter component
|
||||
import { BlogWriterAdapter } from '../components/Research/integrations/BlogWriterAdapter';
|
||||
|
||||
### User Experience
|
||||
|
||||
1. **Step-by-step wizard** with clear progress
|
||||
2. **Visual mode selection** with cards
|
||||
3. **Real-time progress** with live updates
|
||||
4. **Comprehensive results** with export capability
|
||||
5. **Error handling** with retry options
|
||||
6. **Cache integration** for instant results
|
||||
|
||||
### Developer Experience
|
||||
|
||||
1. **Modular architecture** - standalone components
|
||||
2. **Type safety** - full TypeScript interfaces
|
||||
3. **Reusable hooks** - state and execution management
|
||||
4. **Test page** - isolated testing environment
|
||||
5. **Documentation** - comprehensive guides
|
||||
<BlogWriterAdapter
|
||||
onResearchComplete={(researchData) => {
|
||||
// Use research data in blog generation
|
||||
}}
|
||||
/>
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Testing
|
||||
## 🎯 Key Differences from Old Architecture
|
||||
|
||||
### Quick Test
|
||||
### Old Architecture (Deprecated)
|
||||
- **4-Step Wizard**: StepKeyword → StepOptions → StepProgress → StepResults
|
||||
- **Mode Selection**: User manually selects Basic/Comprehensive/Targeted
|
||||
- **Strategy Pattern**: Different strategies for different modes
|
||||
- **Rule-Based**: Rule-based parameter optimization
|
||||
|
||||
1. Navigate to `http://localhost:3000/research-test`
|
||||
2. Click "AI Marketing Tools" preset
|
||||
3. Select "Comprehensive" mode
|
||||
4. Watch progress updates
|
||||
5. Review results with export
|
||||
|
||||
### Integration Test
|
||||
|
||||
1. Compare `/research-test` wizard UI
|
||||
2. Compare `/blog-writer` current UI
|
||||
3. Test both research workflows
|
||||
4. Verify caching works across both
|
||||
### Current Architecture
|
||||
- **3-Step Wizard**: ResearchInput → StepProgress → StepResults
|
||||
- **Intent-Driven**: AI infers intent, no manual mode selection
|
||||
- **Unified Analyzer**: Single AI call for intent + queries + params
|
||||
- **AI-Optimized**: AI-driven parameter optimization with justifications
|
||||
|
||||
---
|
||||
|
||||
## Backward Compatibility
|
||||
## 📝 Notes
|
||||
|
||||
- Existing API calls continue working
|
||||
- No breaking changes to BlogWriter
|
||||
- Optional parameters default to current behavior
|
||||
- Cache infrastructure shared
|
||||
- All existing features preserved
|
||||
- **Backward Compatibility**: Legacy research endpoints still work for non-intent-driven research
|
||||
- **Research Persona**: Persona data pre-fills industry, audience, and suggests presets
|
||||
- **Google Trends**: Automatically included when relevant to research topic
|
||||
- **Auto-Save**: Research projects are automatically saved to Asset Library upon completion
|
||||
|
||||
---
|
||||
|
||||
## File Summary
|
||||
## ✅ Implementation Status
|
||||
|
||||
**Backend (4 files):**
|
||||
- Modified: `blog_models.py`, `research_service.py`
|
||||
- Created: `research_strategies.py`
|
||||
|
||||
**Frontend (13 files):**
|
||||
- Created: `ResearchWizard.tsx`, 4 step components, 2 hooks, types, utils, adapter, test page
|
||||
- Modified: `App.tsx`, `blogWriterApi.ts`
|
||||
|
||||
**Documentation (2 files):**
|
||||
- Created: `RESEARCH_COMPONENT_INTEGRATION.md`, `RESEARCH_WIZARD_IMPLEMENTATION.md`
|
||||
- ✅ 3-step wizard implemented
|
||||
- ✅ Intent-driven research flow working
|
||||
- ✅ UnifiedResearchAnalyzer integrated
|
||||
- ✅ IntentAwareAnalyzer integrated
|
||||
- ✅ Google Trends integrated
|
||||
- ✅ Research persona integration
|
||||
- ✅ My Projects feature (auto-save)
|
||||
- ✅ Component refactoring complete
|
||||
|
||||
---
|
||||
|
||||
## Next Steps
|
||||
|
||||
1. ✅ **Test the wizard** at `/research-test`
|
||||
2. ✅ **Review integration guide** in docs
|
||||
3. ⏳ **Integrate into BlogWriter** using adapter (optional)
|
||||
4. ⏳ **Gather user feedback** on wizard vs CopilotKit UI
|
||||
5. ⏳ **Add more presets** if needed
|
||||
|
||||
---
|
||||
|
||||
## Benefits Delivered
|
||||
|
||||
- Modular & Pluggable: Standalone component
|
||||
- Testable: Dedicated test page
|
||||
- Backward Compatible: No breaking changes
|
||||
- Reusable: Can be used anywhere in the app
|
||||
- Extensible: Easy to add new modes or features
|
||||
- Documented: Comprehensive guides
|
||||
- Type Safe: Full TypeScript support
|
||||
- Production Ready: No linting errors
|
||||
|
||||
---
|
||||
|
||||
Implementation Date: Current Session
|
||||
Status: Complete & Ready for Testing
|
||||
|
||||
**Status**: Current and Accurate
|
||||
|
||||
Reference in New Issue
Block a user