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docs/automation/automation-progress-ux-improvement-plan.md
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docs/automation/automation-progress-ux-improvement-plan.md
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# Automation Progress UX Improvement Plan
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**Date:** December 4, 2025
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**Status:** Design Phase
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**Priority:** MEDIUM
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---
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## 🎯 OBJECTIVE
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Improve the automation progress tracking UX to show **real-time processing status** for currently processing items, making it easier for users to understand what's happening during automation runs.
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---
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## 🔍 CURRENT STATE ANALYSIS
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### Current Behavior
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**What Users See Now:**
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1. A "Current State" card that shows the stage being processed
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2. Stage number and status (e.g., "Stage 3: Ideas → Tasks")
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3. **BUT:** No visibility into which specific records are being processed
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4. **Problem:** User only knows when a full stage completes
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**Example Current Experience:**
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```
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┌─────────────────────────────────────┐
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│ Current State: Stage 2 │
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│ Clusters → Ideas (AI) │
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│ │
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│ Status: Processing │
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└─────────────────────────────────────┘
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[User waits... no updates until stage completes]
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```
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### User Pain Points
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1. ❌ **No Record-Level Progress:** Can't see which keywords/ideas/content are being processed
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2. ❌ **No Queue Visibility:** Don't know what's coming up next
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3. ❌ **No Item Count Progress:** "Processing 15 of 50 keywords..." is missing
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4. ❌ **Card Position:** Current state card is at bottom, requires scrolling
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5. ❌ **No Percentage Progress:** Just a spinner, no quantitative feedback
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---
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## ✅ PROPOSED SOLUTION
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### New Design Concept
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```
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┌─────────────────────────────────────────────────────────────────────────────┐
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│ 🔄 AUTOMATION IN PROGRESS │
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│ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 67% │
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│ │
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│ Stage 2: Clusters → Ideas (AI) │
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│Column 1 │
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│ Currently Processing: │
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│ • "Best SEO tools for small business" (Cluster #42) │
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│ Column 2 │
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│ Up Next: │
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│ • "Content marketing automation platforms" │
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│ • "AI-powered content creation tools" │
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│ Sinngle row centered │
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│ Progress: 34/50 clusters processed │
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└─────────────────────────────────────────────────────────────────────────────┘
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[STAGES SECTION BELOW - All 7 stages in grid view]
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```
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---
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## 📐 DETAILED DESIGN SPECIFICATIONS
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### 1. Card Repositioning
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**Move from:** Bottom of page (after stages)
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**Move to:** Top of page (above stages section)
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**Layout:** Max width 1200px horizontal card
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**Visibility:** Only shown when `currentRun?.status === 'running'`
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### 2. Card Structure
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#### Header Section
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- **Left:** Large stage number icon (animated pulse)
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- **Center:** Stage name + type badge (AI/Local/Manual)
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- **Right:** Percentage complete (calculated from processed/total)
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#### Progress Bar
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- **Type:** Animated linear progress bar
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- **Colors:**
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- Blue for active stage
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- Green for completed
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- Gray for pending
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- **Updates:** Refresh every 3-5 seconds via polling
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#### Currently Processing Section
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- **For Keywords Stage:**
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```
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Currently Processing:
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• "keyword 1"
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• "keyword 2"
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• "keyword 3"
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+ 47 more in queue
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```
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- **For Ideas Stage:**
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```
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Currently Processing:
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• "10 Ways to Improve SEO Rankings"
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Up Next:
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• "Content Marketing Best Practices 2025"
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• "AI Tools for Content Writers"
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```
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- **For Content Stage:**
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```
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Currently Processing:
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• "How to Use ChatGPT for Content Creation" (2,500 words)
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Up Next:
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• "Best AI Image Generators in 2025"
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```
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#### Record Counter
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```
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Progress: [current]/[total] [items] processed
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Example: Progress: 15/50 keywords processed
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```
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### 3. Refresh Strategy
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**Polling Approach:**
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```typescript
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// Poll every 3 seconds while automation is running
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useEffect(() => {
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if (currentRun?.status === 'running') {
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const interval = setInterval(() => {
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// Refresh ONLY the current processing data
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fetchCurrentProcessingState();
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}, 3000);
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return () => clearInterval(interval);
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}
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}, [currentRun]);
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```
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**Partial Refresh:**
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- Only refresh the "Currently Processing" component
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- Don't reload entire page
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- Don't re-fetch stage cards
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- Smooth transition (no flickering)
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---
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## 🗄️ BACKEND CHANGES REQUIRED
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### New API Endpoint
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**URL:** `GET /api/automation/current_processing/`
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**Params:** `?site_id={id}&run_id={run_id}`
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**Response Format:**
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```json
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{
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"run_id": "abc123",
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"current_stage": 2,
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"stage_name": "Clusters → Ideas",
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"stage_type": "AI",
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"total_items": 50,
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"processed_items": 34,
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"percentage": 68,
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"currently_processing": [
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{
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"id": 42,
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"title": "Best SEO tools for small business",
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"type": "cluster"
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}
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],
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"up_next": [
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{
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"id": 43,
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"title": "Content marketing automation platforms",
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"type": "cluster"
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},
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{
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"id": 44,
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"title": "AI-powered content creation tools",
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"type": "cluster"
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}
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],
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"remaining_count": 16
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}
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```
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### Implementation in AutomationService
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**File:** `backend/igny8_core/business/automation/services/automation_service.py`
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**Add method:**
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```python
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def get_current_processing_state(self) -> dict:
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"""
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Get real-time processing state for current automation run
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"""
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if not self.run or self.run.status != 'running':
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return None
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stage = self.run.current_stage
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# Get stage-specific data
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if stage == 1: # Keywords → Clusters
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queue = Keywords.objects.filter(
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site=self.site, status='new'
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).order_by('id')
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return {
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'stage_number': 1,
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'stage_name': 'Keywords → Clusters',
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'stage_type': 'AI',
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'total_items': queue.count() + self._get_processed_count(stage),
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'processed_items': self._get_processed_count(stage),
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'currently_processing': self._get_current_items(queue, 3),
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'up_next': self._get_next_items(queue, 2, skip=3),
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}
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elif stage == 2: # Clusters → Ideas
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queue = Clusters.objects.filter(
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site=self.site, status='new', disabled=False
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).order_by('id')
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return {
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'stage_number': 2,
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'stage_name': 'Clusters → Ideas',
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'stage_type': 'AI',
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'total_items': queue.count() + self._get_processed_count(stage),
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'processed_items': self._get_processed_count(stage),
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'currently_processing': self._get_current_items(queue, 1),
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'up_next': self._get_next_items(queue, 2, skip=1),
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}
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# ... similar for stages 3-6
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def _get_processed_count(self, stage: int) -> int:
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"""Get count of items processed in current stage"""
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result_key = f'stage_{stage}_result'
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result = getattr(self.run, result_key, {})
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# Extract appropriate count from result
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if stage == 1:
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return result.get('keywords_processed', 0)
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elif stage == 2:
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return result.get('clusters_processed', 0)
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# ... etc
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def _get_current_items(self, queryset, count: int) -> list:
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"""Get currently processing items"""
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items = queryset[:count]
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return [
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{
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'id': item.id,
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'title': getattr(item, 'keyword', None) or
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getattr(item, 'cluster_name', None) or
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getattr(item, 'idea_title', None) or
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getattr(item, 'title', None),
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'type': queryset.model.__name__.lower()
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}
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for item in items
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]
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```
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### Add View in AutomationViewSet
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**File:** `backend/igny8_core/business/automation/views.py`
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```python
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@action(detail=False, methods=['get'], url_path='current_processing')
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def current_processing(self, request):
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"""Get current processing state for active automation run"""
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site_id = request.GET.get('site_id')
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run_id = request.GET.get('run_id')
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if not site_id or not run_id:
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return error_response(
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error='site_id and run_id required',
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status_code=400,
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request=request
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)
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try:
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run = AutomationRun.objects.get(run_id=run_id, site_id=site_id)
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if run.status != 'running':
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return success_response(data=None, request=request)
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service = AutomationService.from_run_id(run_id)
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state = service.get_current_processing_state()
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return success_response(data=state, request=request)
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except AutomationRun.DoesNotExist:
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return error_response(
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error='Run not found',
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status_code=404,
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request=request
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)
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```
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---
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## 🎨 FRONTEND CHANGES REQUIRED
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### 1. New Component: CurrentProcessingCard
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**File:** `frontend/src/components/Automation/CurrentProcessingCard.tsx`
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```typescript
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interface CurrentProcessingCardProps {
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runId: string;
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siteId: number;
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currentStage: number;
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onComplete?: () => void;
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}
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const CurrentProcessingCard: React.FC<CurrentProcessingCardProps> = ({
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runId,
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siteId,
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currentStage,
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onComplete
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}) => {
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const [processingState, setProcessingState] = useState<ProcessingState | null>(null);
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// Poll every 3 seconds
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useEffect(() => {
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const fetchState = async () => {
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const state = await automationService.getCurrentProcessing(siteId, runId);
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setProcessingState(state);
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// If stage completed, trigger refresh
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if (state && state.processed_items === state.total_items) {
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onComplete?.();
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}
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};
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fetchState();
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const interval = setInterval(fetchState, 3000);
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return () => clearInterval(interval);
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}, [siteId, runId]);
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if (!processingState) return null;
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const percentage = Math.round(
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(processingState.processed_items / processingState.total_items) * 100
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);
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return (
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<div className="bg-blue-50 dark:bg-blue-900/20 border-2 border-blue-500 rounded-lg p-6 mb-6">
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{/* Header */}
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<div className="flex items-center justify-between mb-4">
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<div className="flex items-center gap-3">
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<div className="animate-pulse">
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<BoltIcon className="w-8 h-8 text-blue-600" />
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</div>
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<div>
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<h2 className="text-2xl font-bold text-gray-900 dark:text-white">
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Automation In Progress
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</h2>
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<p className="text-sm text-gray-600 dark:text-gray-400">
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Stage {currentStage}: {processingState.stage_name}
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<span className="ml-2 px-2 py-0.5 bg-blue-100 dark:bg-blue-900 text-blue-700 dark:text-blue-300 rounded text-xs">
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{processingState.stage_type}
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</span>
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</p>
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</div>
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</div>
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<div className="text-right">
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<div className="text-4xl font-bold text-blue-600">{percentage}%</div>
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<div className="text-sm text-gray-600 dark:text-gray-400">
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{processingState.processed_items}/{processingState.total_items} processed
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</div>
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</div>
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</div>
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{/* Progress Bar */}
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<div className="mb-6">
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<div className="w-full bg-gray-200 dark:bg-gray-700 rounded-full h-3">
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<div
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className="bg-blue-600 h-3 rounded-full transition-all duration-500"
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style={{ width: `${percentage}%` }}
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/>
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</div>
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</div>
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{/* Currently Processing */}
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-2">
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Currently Processing:
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</h3>
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<div className="space-y-1">
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{processingState.currently_processing.map((item, idx) => (
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<div key={idx} className="flex items-start gap-2 text-sm">
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<span className="text-blue-600 mt-1">•</span>
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<span className="text-gray-800 dark:text-gray-200 font-medium">
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{item.title}
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</span>
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</div>
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))}
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</div>
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</div>
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<div>
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<h3 className="text-sm font-semibold text-gray-700 dark:text-gray-300 mb-2">
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Up Next:
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</h3>
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<div className="space-y-1">
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{processingState.up_next.map((item, idx) => (
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<div key={idx} className="flex items-start gap-2 text-sm">
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<span className="text-gray-400 mt-1">•</span>
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<span className="text-gray-600 dark:text-gray-400">
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{item.title}
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</span>
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</div>
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))}
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{processingState.remaining_count > processingState.up_next.length && (
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<div className="text-xs text-gray-500 mt-2">
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+ {processingState.remaining_count - processingState.up_next.length} more in queue
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</div>
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)}
|
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</div>
|
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</div>
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||||
</div>
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||||
</div>
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||||
);
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};
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```
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### 2. Update AutomationPage.tsx
|
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||||
**File:** `frontend/src/pages/Automation/AutomationPage.tsx`
|
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|
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```typescript
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// Add new import
|
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import CurrentProcessingCard from '../../components/Automation/CurrentProcessingCard';
|
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|
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// In the component
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return (
|
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<div className="p-6">
|
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<PageMeta title="Automation" description="AI automation pipeline" />
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{/* Current Processing Card - MOVE TO TOP */}
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{currentRun?.status === 'running' && (
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<CurrentProcessingCard
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runId={currentRun.run_id}
|
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siteId={selectedSite.id}
|
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currentStage={currentRun.current_stage}
|
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onComplete={() => {
|
||||
// Refresh full page metrics when stage completes
|
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loadAutomationData();
|
||||
}}
|
||||
/>
|
||||
)}
|
||||
|
||||
{/* Metrics Cards */}
|
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<div className="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
|
||||
{/* ... existing metrics ... */}
|
||||
</div>
|
||||
|
||||
{/* Stages Section */}
|
||||
<ComponentCard>
|
||||
<h2 className="text-xl font-semibold mb-4">Pipeline Stages</h2>
|
||||
{/* ... existing stages ... */}
|
||||
</ComponentCard>
|
||||
|
||||
{/* Rest of the page ... */}
|
||||
</div>
|
||||
);
|
||||
```
|
||||
|
||||
### 3. Add Service Method
|
||||
|
||||
**File:** `frontend/src/services/automationService.ts`
|
||||
|
||||
```typescript
|
||||
export interface ProcessingState {
|
||||
run_id: string;
|
||||
current_stage: number;
|
||||
stage_name: string;
|
||||
stage_type: 'AI' | 'Local' | 'Manual';
|
||||
total_items: number;
|
||||
processed_items: number;
|
||||
percentage: number;
|
||||
currently_processing: Array<{
|
||||
id: number;
|
||||
title: string;
|
||||
type: string;
|
||||
}>;
|
||||
up_next: Array<{
|
||||
id: number;
|
||||
title: string;
|
||||
type: string;
|
||||
}>;
|
||||
remaining_count: number;
|
||||
}
|
||||
|
||||
// Add to automationService
|
||||
getCurrentProcessing: async (
|
||||
siteId: number,
|
||||
runId: string
|
||||
): Promise<ProcessingState | null> => {
|
||||
return fetchAPI(
|
||||
buildUrl('/current_processing/', { site_id: siteId, run_id: runId })
|
||||
);
|
||||
},
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🧪 TESTING PLAN
|
||||
|
||||
### Unit Tests
|
||||
|
||||
- [ ] Test `get_current_processing_state()` for each stage
|
||||
- [ ] Test `_get_processed_count()` calculation
|
||||
- [ ] Test `_get_current_items()` formatting
|
||||
- [ ] Test API endpoint with various run states
|
||||
|
||||
### Integration Tests
|
||||
|
||||
- [ ] Test polling updates every 3 seconds
|
||||
- [ ] Test stage completion triggers full refresh
|
||||
- [ ] Test card disappears when automation completes
|
||||
- [ ] Test with 0 items (edge case)
|
||||
- [ ] Test with 1000+ items (performance)
|
||||
|
||||
### Visual/UX Tests
|
||||
|
||||
- [ ] Card positioned at top of page
|
||||
- [ ] Progress bar animates smoothly
|
||||
- [ ] Record names display correctly
|
||||
- [ ] Responsive design (mobile/tablet/desktop)
|
||||
- [ ] Dark mode support
|
||||
- [ ] Loading states
|
||||
- [ ] Error states
|
||||
|
||||
---
|
||||
|
||||
## 📊 STAGE-SPECIFIC DISPLAY FORMATS
|
||||
|
||||
### Stage 1: Keywords → Clusters
|
||||
|
||||
```
|
||||
Currently Processing:
|
||||
• "best seo tools"
|
||||
• "content marketing platforms"
|
||||
• "ai writing assistants"
|
||||
|
||||
+ 47 more keywords in queue
|
||||
|
||||
Progress: 3/50 keywords processed
|
||||
```
|
||||
|
||||
### Stage 2: Clusters → Ideas
|
||||
|
||||
```
|
||||
Currently Processing:
|
||||
• "SEO Tools and Software" (Cluster #12)
|
||||
|
||||
Up Next:
|
||||
• "Content Marketing Strategies"
|
||||
• "AI Content Generation"
|
||||
|
||||
Progress: 12/25 clusters processed
|
||||
```
|
||||
|
||||
### Stage 3: Ideas → Tasks
|
||||
|
||||
```
|
||||
Currently Processing:
|
||||
• "10 Best SEO Tools for 2025"
|
||||
|
||||
Up Next:
|
||||
• "How to Create Content with AI"
|
||||
• "Content Marketing ROI Calculator"
|
||||
|
||||
Progress: 8/30 ideas processed
|
||||
```
|
||||
|
||||
### Stage 4: Tasks → Content
|
||||
|
||||
```
|
||||
Currently Processing:
|
||||
• "Ultimate Guide to SEO in 2025" (2,500 words)
|
||||
|
||||
Up Next:
|
||||
• "AI Content Creation Best Practices"
|
||||
|
||||
Progress: 5/15 tasks processed
|
||||
```
|
||||
|
||||
### Stage 5: Content → Image Prompts
|
||||
|
||||
```
|
||||
Currently Processing:
|
||||
• "How to Use ChatGPT for Content" (Extracting 3 image prompts)
|
||||
|
||||
Up Next:
|
||||
• "Best AI Image Generators 2025"
|
||||
|
||||
Progress: 10/15 content pieces processed
|
||||
```
|
||||
|
||||
### Stage 6: Image Prompts → Images
|
||||
|
||||
```
|
||||
Currently Processing:
|
||||
• Featured image for "SEO Guide 2025"
|
||||
|
||||
Up Next:
|
||||
• In-article image #1 for "SEO Guide 2025"
|
||||
• In-article image #2 for "SEO Guide 2025"
|
||||
|
||||
Progress: 15/45 images generated
|
||||
```
|
||||
|
||||
### Stage 7: Manual Review Gate
|
||||
|
||||
```
|
||||
Automation Complete! ✅
|
||||
|
||||
Ready for Review:
|
||||
• "Ultimate Guide to SEO in 2025"
|
||||
• "AI Content Creation Best Practices"
|
||||
• "Best Image Generators 2025"
|
||||
|
||||
+ 12 more content pieces
|
||||
|
||||
Total: 15 content pieces ready for review
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🎯 SUCCESS METRICS
|
||||
|
||||
### User Experience
|
||||
|
||||
✅ Users can see **exactly what's being processed** at any moment
|
||||
✅ Users know **what's coming up next** in the queue
|
||||
✅ Users can estimate **remaining time** based on progress
|
||||
✅ Users get **quantitative feedback** (percentage, counts)
|
||||
✅ Users see **smooth, non-disruptive updates** (no page flicker)
|
||||
|
||||
### Technical
|
||||
|
||||
✅ Polling interval: 3 seconds (balance between freshness and load)
|
||||
✅ API response time: < 200ms
|
||||
✅ Component re-render: Only the processing card, not entire page
|
||||
✅ Memory usage: No memory leaks from polling
|
||||
✅ Error handling: Graceful degradation if API fails
|
||||
|
||||
---
|
||||
|
||||
## 🚀 IMPLEMENTATION PHASES
|
||||
|
||||
### Phase 1: Backend (1-2 days)
|
||||
- [ ] Implement `get_current_processing_state()` method
|
||||
- [ ] Add `/current_processing/` API endpoint
|
||||
- [ ] Test with all 7 stages
|
||||
- [ ] Add unit tests
|
||||
|
||||
### Phase 2: Frontend (2-3 days)
|
||||
- [ ] Create `CurrentProcessingCard` component
|
||||
- [ ] Add polling logic with cleanup
|
||||
- [ ] Style with Tailwind (match existing design system)
|
||||
- [ ] Add dark mode support
|
||||
- [ ] Integrate into `AutomationPage`
|
||||
|
||||
### Phase 3: Testing & Refinement (1-2 days)
|
||||
- [ ] Integration testing
|
||||
- [ ] Performance testing
|
||||
- [ ] UX testing
|
||||
- [ ] Bug fixes
|
||||
|
||||
### Phase 4: Deployment
|
||||
- [ ] Deploy backend changes
|
||||
- [ ] Deploy frontend changes
|
||||
- [ ] Monitor first automation runs
|
||||
- [ ] Collect user feedback
|
||||
|
||||
---
|
||||
|
||||
## 🔄 FUTURE ENHANCEMENTS
|
||||
|
||||
### V2 Features (Post-MVP)
|
||||
|
||||
1. **Estimated Time Remaining:**
|
||||
```
|
||||
Progress: 15/50 keywords processed
|
||||
Estimated time remaining: ~8 minutes
|
||||
```
|
||||
|
||||
2. **Stage-Level Progress Bar:**
|
||||
- Each stage shows its own mini progress bar
|
||||
- Visual indicator of which stages are complete
|
||||
|
||||
3. **Click to View Details:**
|
||||
- Click on a record name to see modal with details
|
||||
- Preview generated content/images
|
||||
|
||||
4. **Pause/Resume from Card:**
|
||||
- Add pause button directly in the card
|
||||
- Quick action without scrolling
|
||||
|
||||
5. **Export Processing Log:**
|
||||
- Download real-time processing log
|
||||
- CSV of all processed items with timestamps
|
||||
|
||||
---
|
||||
|
||||
## END OF PLAN
|
||||
|
||||
This plan provides a comprehensive UX improvement for automation progress tracking, making the process transparent and user-friendly while maintaining system performance.
|
||||
Reference in New Issue
Block a user