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moreminimore-marketing/docs/ALwrity Researcher/RESEARCH_WIZARD_IMPLEMENTATION.md
Kunthawat Greethong c35fa52117 Base code
2026-01-08 22:39:53 +07:00

8.5 KiB

Research Wizard Implementation Summary

Implementation Complete

A modular, pluggable research component has been successfully implemented with wizard-based UI that can be tested independently and integrated into the blog writer.


Backend Implementation

1. Research Models (blog_models.py)

New Enums:

  • ResearchMode: BASIC, COMPREHENSIVE, TARGETED
  • SourceType: WEB, ACADEMIC, NEWS, INDUSTRY, EXPERT
  • DateRange: LAST_WEEK through ALL_TIME

New Models:

class ResearchConfig(BaseModel):
    mode: ResearchMode = ResearchMode.BASIC
    date_range: Optional[DateRange] = None
    source_types: List[SourceType] = []
    max_sources: int = 10
    include_statistics: bool = True
    include_expert_quotes: bool = True
    include_competitors: bool = True
    include_trends: bool = True

Enhanced BlogResearchRequest:

  • Added research_mode: Optional[ResearchMode]
  • Added config: Optional[ResearchConfig]
  • Backward compatible - defaults to existing behavior

2. Strategy Pattern (research_strategies.py)

New file: backend/services/blog_writer/research/research_strategies.py

Three Strategy Classes:

  1. BasicResearchStrategy: Quick keyword-focused analysis
  2. ComprehensiveResearchStrategy: Full analysis with all components
  3. TargetedResearchStrategy: Customizable components based on config

Factory Function:

get_strategy_for_mode(mode: ResearchMode) -> ResearchStrategy

3. Service Integration (research_service.py)

Key Changes:

  • Imports strategy factory and models
  • Uses strategy pattern in both research() and research_with_progress() methods
  • Automatically selects strategy based on research_mode
  • Backward compatible - defaults to BASIC if not specified

Line Changes:

# Lines 88-96: Determine research mode and get appropriate strategy
research_mode = request.research_mode or ResearchMode.BASIC
config = request.config or ResearchConfig(mode=research_mode)
strategy = get_strategy_for_mode(research_mode)

logger.info(f"Using research mode: {research_mode.value}")

# Build research prompt based on strategy
research_prompt = strategy.build_research_prompt(topic, industry, target_audience, config)

Frontend Implementation

4. Component Structure

New Directory: frontend/src/components/Research/

Research/
├── index.tsx                          # Main exports
├── ResearchWizard.tsx                # Main wizard container
├── steps/
│   ├── StepKeyword.tsx               # Step 1: Keyword input
│   ├── StepOptions.tsx               # Step 2: Mode selection (3 cards)
│   ├── StepProgress.tsx              # Step 3: Progress display
│   └── StepResults.tsx               # Step 4: Results display
├── hooks/
│   ├── useResearchWizard.ts          # Wizard state management
│   └── useResearchExecution.ts       # API calls and polling
├── types/
│   └── research.types.ts             # TypeScript interfaces
├── utils/
│   └── researchUtils.ts              # Utility functions
└── integrations/
    └── BlogWriterAdapter.tsx         # Blog writer integration adapter

5. Wizard Components

ResearchWizard.tsx:

  • Main container with progress bar
  • Step indicators (Setup → Options → Research → Results)
  • Navigation footer with Back/Next buttons
  • Responsive layout

StepKeyword.tsx:

  • Keywords textarea
  • Industry dropdown (16 options)
  • Target audience input
  • Validation for keyword requirements

StepOptions.tsx:

  • Three mode cards (Basic, Comprehensive, Targeted)
  • Visual selection feedback
  • Feature lists per mode
  • Hover effects

StepProgress.tsx:

  • Real-time progress updates
  • Progress messages display
  • Cancel button
  • Auto-advance to results on completion

StepResults.tsx:

  • Displays research results using existing ResearchResults component
  • Export JSON button
  • Start new research button

6. Hooks

useResearchWizard.ts:

  • State management for wizard steps
  • localStorage persistence
  • Step navigation (next/back)
  • Validation per step
  • Reset functionality

useResearchExecution.ts:

  • Research execution via API
  • Cache checking
  • Polling integration
  • Error handling
  • Progress tracking

7. Test Page (ResearchTest.tsx)

Location: frontend/src/pages/ResearchTest.tsx
Route: /research-test

Features:

  • Quick preset buttons (3 samples)
  • Debug panel with JSON export
  • Performance metrics display
  • Cache state visualization
  • Research statistics summary

Sample Presets:

  1. AI Marketing Tools
  2. Small Business SEO
  3. Content Strategy

8. Type Definitions

research.types.ts:

  • WizardState
  • WizardStepProps
  • ResearchWizardProps
  • ModeCardInfo

blogWriterApi.ts:

  • ResearchMode type union
  • SourceType type union
  • DateRange type union
  • ResearchConfig interface
  • Updated BlogResearchRequest interface

Integration

9. Blog Writer API (blogWriterApi.ts)

Enhanced Interface:

export interface BlogResearchRequest {
  keywords: string[];
  topic?: string;
  industry?: string;
  target_audience?: string;
  tone?: string;
  word_count_target?: number;
  persona?: PersonaInfo;
  research_mode?: ResearchMode;      // NEW
  config?: ResearchConfig;           // NEW
}

10. App Routing (App.tsx)

New Route:

<Route path="/research-test" element={<ResearchTest />} />

11. Integration Adapter

BlogWriterAdapter.tsx:

  • Wrapper component for easy integration
  • Usage examples included
  • Clean interface for BlogWriter

Documentation

12. Integration Guide

File: docs/RESEARCH_COMPONENT_INTEGRATION.md

Contents:

  • Architecture overview
  • Usage examples
  • Backend API details
  • Research modes explained
  • Configuration options
  • Testing instructions
  • Migration path
  • Troubleshooting guide

Key Features

Research Modes

Basic Mode:

  • Quick keyword analysis
  • Primary & secondary keywords
  • Trends overview
  • Top 5 content angles
  • Key statistics

Comprehensive Mode:

  • All basic features
  • Expert quotes & opinions
  • Competitor analysis
  • Market forecasts
  • Best practices & case studies
  • Content gaps identification

Targeted Mode:

  • Selectable components
  • Customizable filters
  • Date range options
  • Source type filtering

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

Testing

Quick Test

  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

Backward Compatibility

  • Existing API calls continue working
  • No breaking changes to BlogWriter
  • Optional parameters default to current behavior
  • Cache infrastructure shared
  • All existing features preserved

File Summary

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

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