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docs/ALwrity Researcher/RESEARCH_WIZARD_IMPLEMENTATION.md
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docs/ALwrity Researcher/RESEARCH_WIZARD_IMPLEMENTATION.md
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# Research Wizard Implementation Summary
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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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---
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## Backend Implementation
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### 1. Research Models (blog_models.py)
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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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---
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## Frontend Implementation
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### 4. Component Structure
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**New Directory:** `frontend/src/components/Research/`
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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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├── 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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├── 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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```
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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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### 9. Blog Writer API (blogWriterApi.ts)
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**Enhanced Interface:**
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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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}
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```
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### 10. App Routing (App.tsx)
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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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```
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### 11. Integration Adapter
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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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---
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## Documentation
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### 12. Integration Guide
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**File:** `docs/RESEARCH_COMPONENT_INTEGRATION.md`
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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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---
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## Key Features
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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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- 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
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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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- Customizable filters
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- Date range options
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- Source type filtering
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### User Experience
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1. **Step-by-step wizard** with clear progress
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2. **Visual mode selection** with cards
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3. **Real-time progress** with live updates
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4. **Comprehensive results** with export capability
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5. **Error handling** with retry options
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6. **Cache integration** for instant results
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### Developer Experience
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1. **Modular architecture** - standalone components
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2. **Type safety** - full TypeScript interfaces
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3. **Reusable hooks** - state and execution management
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4. **Test page** - isolated testing environment
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5. **Documentation** - comprehensive guides
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---
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## Testing
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### Quick Test
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1. Navigate to `http://localhost:3000/research-test`
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2. Click "AI Marketing Tools" preset
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3. Select "Comprehensive" mode
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4. Watch progress updates
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5. Review results with export
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### Integration Test
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1. Compare `/research-test` wizard UI
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2. Compare `/blog-writer` current UI
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3. Test both research workflows
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4. Verify caching works across both
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---
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## Backward Compatibility
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- Existing API calls continue working
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- No breaking changes to BlogWriter
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- Optional parameters default to current behavior
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- Cache infrastructure shared
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- All existing features preserved
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---
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## File Summary
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**Backend (4 files):**
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- Modified: `blog_models.py`, `research_service.py`
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- Created: `research_strategies.py`
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**Frontend (13 files):**
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- Created: `ResearchWizard.tsx`, 4 step components, 2 hooks, types, utils, adapter, test page
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- Modified: `App.tsx`, `blogWriterApi.ts`
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**Documentation (2 files):**
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- Created: `RESEARCH_COMPONENT_INTEGRATION.md`, `RESEARCH_WIZARD_IMPLEMENTATION.md`
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---
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## Next Steps
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1. ✅ **Test the wizard** at `/research-test`
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2. ✅ **Review integration guide** in docs
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3. ⏳ **Integrate into BlogWriter** using adapter (optional)
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4. ⏳ **Gather user feedback** on wizard vs CopilotKit UI
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5. ⏳ **Add more presets** if needed
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---
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## Benefits Delivered
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- Modular & Pluggable: Standalone component
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- Testable: Dedicated test page
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- Backward Compatible: No breaking changes
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- Reusable: Can be used anywhere in the app
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- Extensible: Easy to add new modes or features
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- Documented: Comprehensive guides
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- Type Safe: Full TypeScript support
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- Production Ready: No linting errors
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---
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Implementation Date: Current Session
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Status: Complete & Ready for Testing
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