stage2-2 and docs

frontend/src/App.tsx

@@ -93,6 +93,7 @@ const SiteSettings = lazy(() => import("./pages/Sites/Settings"));
 
 // Site Builder - Lazy loaded (will be moved from separate container)
 const SiteBuilderWizard = lazy(() => import("./pages/Sites/Builder/Wizard"));
+const WorkflowWizard = lazy(() => import("./pages/Sites/Builder/WorkflowWizard"));
 const SiteBuilderPreview = lazy(() => import("./pages/Sites/Builder/Preview"));
 const SiteBuilderBlueprints = lazy(() => import("./pages/Sites/Builder/Blueprints"));
 
@@ -520,6 +521,11 @@ export default function App() {
                 <SiteBuilderWizard />
               </Suspense>
             } />
+            <Route path="/sites/builder/workflow/:blueprintId" element={
+              <Suspense fallback={null}>
+                <WorkflowWizard />
+              </Suspense>
+            } />
             <Route path="/sites/builder/preview" element={
               <Suspense fallback={null}>
                 <SiteBuilderPreview />

frontend/src/pages/Sites/Builder/WorkflowWizard.tsx

@@ -0,0 +1,111 @@
+/**
+ * Site Builder Workflow Wizard (Stage 2)
+ * Self-guided wizard with state-aware gating and progress tracking
+ */
+import { useEffect } from 'react';
+import { useParams, useNavigate } from 'react-router-dom';
+import { useBuilderWorkflowStore, WizardStep } from '../../../store/builderWorkflowStore';
+import WizardProgress from './components/WizardProgress';
+import BusinessDetailsStep from './steps/BusinessDetailsStep';
+import ClusterAssignmentStep from './steps/ClusterAssignmentStep';
+import TaxonomyBuilderStep from './steps/TaxonomyBuilderStep';
+import SitemapReviewStep from './steps/SitemapReviewStep';
+import CoverageValidationStep from './steps/CoverageValidationStep';
+import IdeasHandoffStep from './steps/IdeasHandoffStep';
+import Alert from '../../../components/ui/alert/Alert';
+import PageMeta from '../../../components/common/PageMeta';
+import { Loader2 } from 'lucide-react';
+
+const STEP_COMPONENTS: Record<WizardStep, React.ComponentType> = {
+  business_details: BusinessDetailsStep,
+  clusters: ClusterAssignmentStep,
+  taxonomies: TaxonomyBuilderStep,
+  sitemap: SitemapReviewStep,
+  coverage: CoverageValidationStep,
+  ideas: IdeasHandoffStep,
+};
+
+const STEP_LABELS: Record<WizardStep, string> = {
+  business_details: 'Business Details',
+  clusters: 'Cluster Assignment',
+  taxonomies: 'Taxonomy Builder',
+  sitemap: 'AI Sitemap Review',
+  coverage: 'Coverage Validation',
+  ideas: 'Ideas Hand-off',
+};
+
+export default function WorkflowWizard() {
+  const { blueprintId } = useParams<{ blueprintId: string }>();
+  const navigate = useNavigate();
+  const {
+    blueprintId: storeBlueprintId,
+    currentStep,
+    loading,
+    error,
+    context,
+    initialize,
+    refreshState,
+  } = useBuilderWorkflowStore();
+
+  const id = blueprintId ? parseInt(blueprintId, 10) : null;
+
+  useEffect(() => {
+    if (id && id !== storeBlueprintId) {
+      initialize(id);
+    }
+  }, [id, storeBlueprintId, initialize]);
+
+  useEffect(() => {
+    // Refresh state periodically to keep it in sync
+    if (id && storeBlueprintId === id) {
+      const interval = setInterval(() => {
+        refreshState();
+      }, 10000); // Refresh every 10 seconds
+
+      return () => clearInterval(interval);
+    }
+  }, [id, storeBlueprintId, refreshState]);
+
+  if (!id) {
+    return (
+      <div className="p-6">
+        <Alert variant="error">Invalid blueprint ID</Alert>
+      </div>
+    );
+  }
+
+  if (loading && !context) {
+    return (
+      <div className="flex items-center justify-center min-h-screen">
+        <Loader2 className="h-8 w-8 animate-spin text-primary" />
+      </div>
+    );
+  }
+
+  if (error) {
+    return (
+      <div className="p-6">
+        <Alert variant="error">{error}</Alert>
+      </div>
+    );
+  }
+
+  const StepComponent = STEP_COMPONENTS[currentStep];
+
+  return (
+    <div className="min-h-screen bg-gray-50 dark:bg-gray-900">
+      <PageMeta title={`Site Builder - ${STEP_LABELS[currentStep]}`} />
+      
+      <div className="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-8">
+        {/* Progress Indicator */}
+        <WizardProgress currentStep={currentStep} />
+
+        {/* Main Content */}
+        <div className="mt-8">
+          {StepComponent && <StepComponent blueprintId={id} />}
+        </div>
+      </div>
+    </div>
+  );
+}
+

frontend/src/pages/Sites/Builder/components/WizardProgress.tsx

@@ -0,0 +1,102 @@
+/**
+ * Wizard Progress Indicator
+ * Shows breadcrumb with step completion status
+ */
+import { useBuilderWorkflowStore, WizardStep } from '../../../../store/builderWorkflowStore';
+import { CheckCircle2, Circle } from 'lucide-react';
+
+const STEPS: Array<{ key: WizardStep; label: string }> = [
+  { key: 'business_details', label: 'Business Details' },
+  { key: 'clusters', label: 'Clusters' },
+  { key: 'taxonomies', label: 'Taxonomies' },
+  { key: 'sitemap', label: 'Sitemap' },
+  { key: 'coverage', label: 'Coverage' },
+  { key: 'ideas', label: 'Ideas' },
+];
+
+interface WizardProgressProps {
+  currentStep: WizardStep;
+}
+
+export default function WizardProgress({ currentStep }: WizardProgressProps) {
+  const { completedSteps, blockingIssues } = useBuilderWorkflowStore();
+  const currentIndex = STEPS.findIndex(s => s.key === currentStep);
+
+  return (
+    <div className="bg-white dark:bg-gray-800 rounded-lg shadow-sm p-6">
+      <nav aria-label="Progress">
+        <ol className="flex items-center justify-between">
+          {STEPS.map((step, index) => {
+            const isCompleted = completedSteps.has(step.key);
+            const isCurrent = step.key === currentStep;
+            const isBlocked = blockingIssues.some(issue => issue.step === step.key);
+            const isAccessible = index <= currentIndex || isCompleted;
+
+            return (
+              <li key={step.key} className="flex-1 flex items-center">
+                <div className="flex items-center w-full">
+                  {/* Step Circle */}
+                  <div className="flex flex-col items-center flex-1">
+                    <div
+                      className={`
+                        flex items-center justify-center w-10 h-10 rounded-full border-2
+                        ${
+                          isCompleted
+                            ? 'bg-green-500 border-green-500 text-white'
+                            : isCurrent
+                            ? 'bg-primary border-primary text-white'
+                            : isBlocked
+                            ? 'bg-red-100 border-red-500 text-red-500'
+                            : isAccessible
+                            ? 'bg-gray-100 border-gray-300 text-gray-600'
+                            : 'bg-gray-50 border-gray-200 text-gray-400'
+                        }
+                      `}
+                    >
+                      {isCompleted ? (
+                        <CheckCircle2 className="w-6 h-6" />
+                      ) : (
+                        <span className="text-sm font-semibold">{index + 1}</span>
+                      )}
+                    </div>
+                    <span
+                      className={`
+                        mt-2 text-xs font-medium text-center
+                        ${
+                          isCurrent
+                            ? 'text-primary'
+                            : isBlocked
+                            ? 'text-red-600'
+                            : isAccessible
+                            ? 'text-gray-600'
+                            : 'text-gray-400'
+                        }
+                      `}
+                    >
+                      {step.label}
+                    </span>
+                  </div>
+
+                  {/* Connector Line */}
+                  {index < STEPS.length - 1 && (
+                    <div
+                      className={`
+                        flex-1 h-0.5 mx-2
+                        ${
+                          isCompleted || (index < currentIndex)
+                            ? 'bg-green-500'
+                            : 'bg-gray-200'
+                        }
+                      `}
+                    />
+                  )}
+                </div>
+              </li>
+            );
+          })}
+        </ol>
+      </nav>
+    </div>
+  );
+}
+

frontend/src/pages/Sites/Builder/steps/BusinessDetailsStep.tsx

@@ -1,363 +1,151 @@
-import { useMemo, useRef, useState } from "react";
+/**
-import type {
+ * Step 1: Business Details
-  BuilderFormData,
+ * Site type selection, hosting detection, brand inputs
-  SiteBuilderMetadata,
+ */
-} from "../../../../types/siteBuilder";
+import { useState, useEffect } from 'react';
-import { Card } from "../../../../components/ui/card";
+import { useBuilderWorkflowStore } from '../../../../store/builderWorkflowStore';
-import { useSiteStore } from "../../../../store/siteStore";
+import { fetchSiteBlueprintById, updateSiteBlueprint, SiteBlueprint } from '../../../../services/api';
-import { Dropdown } from "../../../../components/ui/dropdown/Dropdown";
+import { Card, CardDescription, CardTitle } from '../../../../components/ui/card';
-import { Check } from "lucide-react";
+import Button from '../../../../components/ui/button/Button';
+import Input from '../../../../components/ui/input/Input';
+import Alert from '../../../../components/ui/alert/Alert';
+import { Loader2 } from 'lucide-react';
 
-const inputClass =
+interface BusinessDetailsStepProps {
-  "h-11 w-full rounded-xl border border-gray-200 bg-white px-4 text-sm font-medium text-gray-900 placeholder:text-gray-400 focus:border-brand-300 focus:outline-hidden focus:ring-3 focus:ring-brand-500/10 dark:border-white/10 dark:bg-white/[0.03] dark:text-white/90 dark:placeholder:text-white/30 dark:focus:border-brand-800";
+  blueprintId: number;
-
-const labelClass =
-  "text-sm font-semibold text-gray-700 dark:text-white/80 mb-2 inline-block";
-
-interface Props {
-  data: BuilderFormData;
-  metadata?: SiteBuilderMetadata;
-  selectedSectors: Array<{ id: number; name: string }>;
-  onChange: <K extends keyof BuilderFormData>(
-    key: K,
-    value: BuilderFormData[K],
-  ) => void;
 }
 
-export function BusinessDetailsStep({
+export default function BusinessDetailsStep({ blueprintId }: BusinessDetailsStepProps) {
-  data,
+  const { context, completeStep, loading } = useBuilderWorkflowStore();
-  metadata,
+  const [blueprint, setBlueprint] = useState<SiteBlueprint | null>(null);
-  selectedSectors,
+  const [formData, setFormData] = useState({
-  onChange,
+    name: '',
-}: Props) {
+    description: '',
-  const { activeSite } = useSiteStore();
+    hosting_type: 'igny8_sites' as const,
-  const [businessDropdownOpen, setBusinessDropdownOpen] = useState(false);
+    business_type: '',
-  const businessButtonRef = useRef<HTMLButtonElement>(null);
+  });
-  const [audienceDropdownOpen, setAudienceDropdownOpen] = useState(false);
+  const [saving, setSaving] = useState(false);
-  const audienceButtonRef = useRef<HTMLButtonElement>(null);
+  const [error, setError] = useState<string | null>(null);
 
-  const businessOptions = metadata?.business_types ?? [];
+  useEffect(() => {
-  const audienceOptions = metadata?.audience_profiles ?? [];
+    // Load blueprint data
+    fetchSiteBlueprintById(blueprintId)
+      .then(setBlueprint)
+      .catch(err => setError(err.message));
+  }, [blueprintId]);
 
-  const selectedBusinessType = businessOptions.find(
+  useEffect(() => {
-    (option) => option.id === data.businessTypeId,
+    if (blueprint) {
-  );
+      setFormData({
-
+        name: blueprint.name || '',
-  const selectedAudienceOptions = useMemo(
+        description: blueprint.description || '',
-    () =>
+        hosting_type: (blueprint.hosting_type as any) || 'igny8_sites',
-      audienceOptions.filter((option) =>
+        business_type: blueprint.config_json?.business_type || '',
-        data.targetAudienceIds.includes(option.id),
+      });
-      ),
+    }
-    [audienceOptions, data.targetAudienceIds],
+  }, [blueprint]);
-  );
+
-
+  const handleSave = async () => {
-  const computeAudienceSummary = (
+    setSaving(true);
-    ids: number[],
+    setError(null);
-    custom?: string,
+    try {
-  ): string => {
+      const updated = await updateSiteBlueprint(blueprintId, {
-    const names = audienceOptions
+        name: formData.name,
-      .filter((option) => ids.includes(option.id))
+        description: formData.description,
-      .map((option) => option.name);
+        hosting_type: formData.hosting_type,
-    if (custom?.trim()) {
+        config_json: {
-      names.push(custom.trim());
+          ...blueprint?.config_json,
+          business_type: formData.business_type,
+        },
+      });
+      setBlueprint(updated);
+      
+      // Mark step as complete
+      await completeStep('business_details', {
+        blueprint_name: formData.name,
+        hosting_type: formData.hosting_type,
+      });
+    } catch (err: any) {
+      setError(err.message || 'Failed to save business details');
+    } finally {
+      setSaving(false);
     }
-    return names.join(", ");
   };
 
-  const toggleAudience = (audienceId: number) => {
+  const canProceed = formData.name.trim().length > 0;
-    const isSelected = data.targetAudienceIds.includes(audienceId);
-    const next = isSelected
-      ? data.targetAudienceIds.filter((id) => id !== audienceId)
-      : [...data.targetAudienceIds, audienceId];
-    onChange("targetAudienceIds", next);
-    onChange("targetAudience", computeAudienceSummary(next, data.customTargetAudience));
-  };
-
-  const handleCustomAudienceChange = (value: string) => {
-    onChange("customTargetAudience", value);
-    onChange("targetAudience", computeAudienceSummary(data.targetAudienceIds, value));
-  };
-
-  const handleCustomBusinessTypeChange = (value: string) => {
-    onChange("customBusinessType", value);
-    onChange("businessTypeId", null);
-    onChange("businessType", value);
-  };
 
   return (
-    <div className="space-y-6">
+    <Card className="p-6">
-      <Card variant="panel" padding="lg">
+      <CardTitle>Business Details</CardTitle>
-        <div className="flex flex-col gap-2">
+      <CardDescription>
-          <p className="text-xs font-semibold uppercase tracking-wider text-gray-500 dark:text-white/50">
+        Tell us about your business and site type to get started.
-            Context
+      </CardDescription>
-          </p>
-          <h3 className="text-lg font-semibold text-gray-900 dark:text-white">
-            Site &amp; sectors
-          </h3>
-          <p className="text-sm text-gray-500 dark:text-gray-400">
-            IGNY8 will generate a blueprint for every sector configured on this site.
-          </p>
-        </div>
-        <div className="mt-4 grid grid-cols-1 gap-4 md:grid-cols-2">
-          <div className="rounded-2xl border border-brand-100 bg-brand-50/60 p-4 dark:border-brand-500/40 dark:bg-brand-500/10">
-            <p className="text-xs uppercase tracking-wide text-brand-600 dark:text-brand-300">
-              Active site
-            </p>
-            <p className="text-base font-semibold text-brand-700 dark:text-brand-200">
-              {activeSite?.name ?? "No site selected"}
-            </p>
-          </div>
-          <div className="rounded-2xl border border-indigo-100 bg-indigo-50/60 p-4 dark:border-indigo-500/40 dark:bg-indigo-500/10">
-            <p className="text-xs uppercase tracking-wide text-indigo-600 dark:text-indigo-300">
-              Included sectors
-            </p>
-            {selectedSectors.length > 0 ? (
-              <div className="flex flex-wrap gap-2 pt-2">
-                {selectedSectors.map((sector) => (
-                  <span
-                    key={sector.id}
-                    className="inline-flex items-center rounded-full bg-white px-3 py-1 text-xs font-semibold text-indigo-700 dark:bg-indigo-500/20 dark:text-indigo-100"
-                  >
-                    {sector.name}
-                  </span>
-                ))}
-              </div>
-            ) : (
-              <p className="text-sm font-semibold text-indigo-700 dark:text-indigo-200">
-                No sectors configured for this site
-              </p>
-            )}
-          </div>
-        </div>
-      </Card>
 
-      <Card variant="surface" padding="lg">
+      {error && (
-        <div className="grid grid-cols-1 gap-6 md:grid-cols-2">
+        <Alert variant="error" className="mt-4">
-          <div>
+          {error}
-            <label className={labelClass}>Site name</label>
+        </Alert>
-            <input
+      )}
-              className={inputClass}
-              type="text"
-              value={data.siteName}
-              placeholder="Acme Robotics"
-              onChange={(event) => onChange("siteName", event.target.value)}
-            />
-          </div>
-          <div>
-            <label className={labelClass}>Hosting preference</label>
-            <select
-              className={inputClass}
-              value={data.hostingType}
-              onChange={(event) =>
-                onChange(
-                  "hostingType",
-                  event.target.value as BuilderFormData["hostingType"],
-                )
-              }
-            >
-              <option value="igny8_sites">IGNY8 Sites</option>
-              <option value="wordpress">WordPress</option>
-              <option value="shopify">Shopify</option>
-              <option value="multi">Multiple destinations</option>
-            </select>
-          </div>
-        </div>
 
-        <div className="mt-6 grid grid-cols-1 gap-6 md:grid-cols-2">
+      <div className="mt-6 space-y-4">
-          <div>
+        <div>
-            <label className={labelClass}>Business type</label>
+          <label className="block text-sm font-medium mb-2">Site Name *</label>
-            <button
+          <Input
-              ref={businessButtonRef}
+            value={formData.name}
-              type="button"
+            onChange={(e) => setFormData({ ...formData, name: e.target.value })}
-              onClick={() => setBusinessDropdownOpen((open) => !open)}
+            placeholder="My Awesome Site"
-              className="dropdown-toggle flex w-full items-center justify-between rounded-xl border border-gray-200 bg-white px-4 py-3 text-sm font-medium text-gray-900 transition hover:border-brand-200 dark:border-white/10 dark:bg-white/[0.02] dark:text-white/90"
+            required
-            >
-              <span>
-                {selectedBusinessType?.name ||
-                  "Select a business type from the library"}
-              </span>
-              <svg
-                className="h-4 w-4 text-gray-500 dark:text-gray-400"
-                viewBox="0 0 20 20"
-                fill="currentColor"
-              >
-                <path
-                  fillRule="evenodd"
-                  d="M5.23 7.21a.75.75 0 011.06.02L10 10.94l3.71-3.71a.75.75 0 111.08 1.04l-4.25 4.25a.75.75 0 01-1.08 0L5.21 8.27a.75.75 0 01.02-1.06z"
-                  clipRule="evenodd"
-                />
-              </svg>
-            </button>
-            <Dropdown
-              isOpen={businessDropdownOpen}
-              onClose={() => setBusinessDropdownOpen(false)}
-              anchorRef={businessButtonRef}
-              placement="bottom-left"
-              className="w-72 max-h-72 overflow-y-auto p-2"
-            >
-              {businessOptions.length === 0 ? (
-                <div className="px-3 py-2 text-sm text-gray-500">
-                  No business types defined yet.
-                </div>
-              ) : (
-                businessOptions.map((option) => {
-                  const isSelected = option.id === data.businessTypeId;
-                  return (
-                    <button
-                      key={option.id}
-                      type="button"
-                      onClick={() => {
-                        onChange("businessTypeId", option.id);
-                        onChange("businessType", option.name);
-                        onChange("customBusinessType", "");
-                        setBusinessDropdownOpen(false);
-                      }}
-                      className={`flex w-full items-start gap-3 rounded-xl px-3 py-2 text-left text-sm ${
-                        isSelected
-                          ? "bg-brand-50 text-brand-700 dark:bg-brand-500/10 dark:text-brand-100"
-                          : "text-gray-700 hover:bg-gray-100 dark:text-white/80 dark:hover:bg-white/10"
-                      }`}
-                    >
-                      <span className="flex-1">
-                        <span className="font-semibold">{option.name}</span>
-                        {option.description && (
-                          <span className="block text-xs text-gray-500 dark:text-gray-400">
-                            {option.description}
-                          </span>
-                        )}
-                      </span>
-                      {isSelected && <Check className="h-4 w-4" />}
-                    </button>
-                  );
-                })
-              )}
-            </Dropdown>
-            <input
-              className={`${inputClass} mt-3`}
-              type="text"
-              value={data.customBusinessType ?? ""}
-              placeholder="Or describe a custom business model"
-              onChange={(event) =>
-                handleCustomBusinessTypeChange(event.target.value)
-              }
-            />
-          </div>
-          <div>
-            <label className={labelClass}>Industry (from site settings)</label>
-            <div className="flex h-11 items-center rounded-xl border border-gray-100 bg-gray-50 px-4 text-sm font-semibold text-gray-700 dark:border-white/10 dark:bg-white/[0.05] dark:text-white/80">
-              {data.industry || "No industry selected"}
-            </div>
-          </div>
-        </div>
-      </Card>
-
-      <Card variant="surface" padding="lg">
-        <div className="space-y-4">
-          <div>
-            <label className={labelClass}>Target audience</label>
-            <p className="text-xs text-gray-500 dark:text-gray-400">
-              Choose one or more audience profiles from the IGNY8 library. Add your own if needed.
-            </p>
-          </div>
-          <div>
-            <button
-              ref={audienceButtonRef}
-              type="button"
-              onClick={() => setAudienceDropdownOpen((open) => !open)}
-              className="dropdown-toggle flex w-full items-center justify-between rounded-xl border border-gray-200 bg-white px-4 py-3 text-sm font-medium text-gray-900 transition hover:border-brand-200 dark:border-white/10 dark:bg-white/[0.02] dark:text-white/90"
-            >
-              <span>
-                {selectedAudienceOptions.length > 0
-                  ? `${selectedAudienceOptions.length} audience${
-                      selectedAudienceOptions.length > 1 ? "s" : ""
-                    } selected`
-                  : "Select audiences to focus the messaging"}
-              </span>
-              <svg
-                className="h-4 w-4 text-gray-500 dark:text-gray-400"
-                viewBox="0 0 20 20"
-                fill="currentColor"
-              >
-                <path
-                  fillRule="evenodd"
-                  d="M5.23 7.21a.75.75 0 011.06.02L10 10.94l3.71-3.71a.75.75 0 111.08 1.04l-4.25 4.25a.75.75 0 01-1.08 0L5.21 8.27a.75.75 0 01.02-1.06z"
-                  clipRule="evenodd"
-                />
-              </svg>
-            </button>
-            <Dropdown
-              isOpen={audienceDropdownOpen}
-              onClose={() => setAudienceDropdownOpen(false)}
-              anchorRef={audienceButtonRef}
-              placement="bottom-left"
-              className="w-80 max-h-80 overflow-y-auto p-2"
-            >
-              {audienceOptions.length === 0 ? (
-                <div className="px-3 py-2 text-sm text-gray-500">
-                  No audience profiles defined yet.
-                </div>
-              ) : (
-                audienceOptions.map((option) => {
-                  const isSelected = data.targetAudienceIds.includes(option.id);
-                  return (
-                    <button
-                      key={option.id}
-                      type="button"
-                      onClick={() => toggleAudience(option.id)}
-                      className={`flex w-full items-start gap-3 rounded-xl px-3 py-2 text-left text-sm ${
-                        isSelected
-                          ? "bg-brand-50 text-brand-700 dark:bg-brand-500/10 dark:text-brand-100"
-                          : "text-gray-700 hover:bg-gray-100 dark:text-white/80 dark:hover:bg-white/10"
-                      }`}
-                    >
-                      <span className="flex-1">
-                        <span className="font-semibold">{option.name}</span>
-                        {option.description && (
-                          <span className="block text-xs text-gray-500 dark:text-gray-400">
-                            {option.description}
-                          </span>
-                        )}
-                      </span>
-                      {isSelected && <Check className="h-4 w-4" />}
-                    </button>
-                  );
-                })
-              )}
-            </Dropdown>
-          </div>
-          <div className="flex flex-wrap gap-2">
-            {selectedAudienceOptions.map((option) => (
-              <span
-                key={option.id}
-                className="inline-flex items-center gap-2 rounded-full bg-brand-50 px-3 py-1 text-xs font-semibold text-brand-700 dark:bg-brand-500/10 dark:text-brand-100"
-              >
-                {option.name}
-                <button
-                  type="button"
-                  className="text-brand-600 hover:text-brand-800 dark:text-brand-200 dark:hover:text-brand-50"
-                  onClick={() => toggleAudience(option.id)}
-                  aria-label={`Remove ${option.name}`}
-                >
-                  ×
-                </button>
-              </span>
-            ))}
-            {data.customTargetAudience?.trim() && (
-              <span className="inline-flex items-center rounded-full bg-gray-100 px-3 py-1 text-xs font-semibold text-gray-700 dark:bg-white/10 dark:text-white/80">
-                {data.customTargetAudience.trim()}
-              </span>
-            )}
-          </div>
-          <input
-            className={inputClass}
-            type="text"
-            value={data.customTargetAudience ?? ""}
-            placeholder="Add custom audience (e.g., Healthcare innovators)"
-            onChange={(event) => handleCustomAudienceChange(event.target.value)}
           />
         </div>
-      </Card>
+
-    </div>
+        <div>
+          <label className="block text-sm font-medium mb-2">Description</label>
+          <textarea
+            value={formData.description}
+            onChange={(e) => setFormData({ ...formData, description: e.target.value })}
+            className="w-full px-3 py-2 border rounded-md"
+            rows={3}
+            placeholder="Brief description of your site..."
+          />
+        </div>
+
+        <div>
+          <label className="block text-sm font-medium mb-2">Hosting Type</label>
+          <select
+            value={formData.hosting_type}
+            onChange={(e) => setFormData({ ...formData, hosting_type: e.target.value as any })}
+            className="w-full px-3 py-2 border rounded-md"
+          >
+            <option value="igny8_sites">IGNY8 Sites</option>
+            <option value="wordpress">WordPress</option>
+            <option value="shopify">Shopify</option>
+            <option value="multi">Multiple Destinations</option>
+          </select>
+        </div>
+      </div>
+
+      <div className="mt-6 flex justify-end">
+        <Button
+          onClick={handleSave}
+          disabled={!canProceed || saving || loading}
+          variant="primary"
+        >
+          {saving ? (
+            <>
+              <Loader2 className="mr-2 h-4 w-4 animate-spin" />
+              Saving...
+            </>
+          ) : (
+            'Save & Continue'
+          )}
+        </Button>
+      </div>
+
+      {!canProceed && (
+        <Alert variant="warning" className="mt-4">
+          Please provide a site name to continue.
+        </Alert>
+      )}
+    </Card>
   );
 }
-

frontend/src/pages/Sites/Builder/steps/ClusterAssignmentStep.tsx

@@ -0,0 +1,70 @@
+/**
+ * Step 2: Cluster Assignment
+ * Select/attach planner clusters with coverage metrics
+ */
+import { useBuilderWorkflowStore } from '../../../../store/builderWorkflowStore';
+import { Card, CardDescription, CardTitle } from '../../../../components/ui/card';
+import Button from '../../../../components/ui/button/Button';
+import Alert from '../../../../components/ui/alert/Alert';
+
+interface ClusterAssignmentStepProps {
+  blueprintId: number;
+}
+
+export default function ClusterAssignmentStep({ blueprintId }: ClusterAssignmentStepProps) {
+  const { context, completeStep, blockingIssues } = useBuilderWorkflowStore();
+
+  const clusterBlocking = blockingIssues.find(issue => issue.step === 'clusters');
+
+  return (
+    <Card className="p-6">
+      <CardTitle>Cluster Assignment</CardTitle>
+      <CardDescription>
+        Attach keyword clusters from Planner to drive your sitemap structure.
+      </CardDescription>
+
+      {clusterBlocking && (
+        <Alert variant="error" className="mt-4">
+          {clusterBlocking.message}
+        </Alert>
+      )}
+
+      {context?.cluster_summary && (
+        <div className="mt-6">
+          <div className="grid grid-cols-3 gap-4 mb-6">
+            <div className="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
+              <div className="text-sm text-gray-600 dark:text-gray-400">Total Clusters</div>
+              <div className="text-2xl font-bold">{context.cluster_summary.total}</div>
+            </div>
+            <div className="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
+              <div className="text-sm text-gray-600 dark:text-gray-400">Attached</div>
+              <div className="text-2xl font-bold">{context.cluster_summary.attached}</div>
+            </div>
+            <div className="bg-gray-50 dark:bg-gray-800 p-4 rounded-lg">
+              <div className="text-sm text-gray-600 dark:text-gray-400">Coverage</div>
+              <div className="text-2xl font-bold">
+                {context.cluster_summary.coverage_stats.complete} / {context.cluster_summary.total}
+              </div>
+            </div>
+          </div>
+
+          {/* TODO: Add cluster selection table/list UI */}
+          <Alert variant="info" className="mt-4">
+            Cluster selection UI coming in next iteration. Use Planner → Clusters to manage clusters first.
+          </Alert>
+        </div>
+      )}
+
+      <div className="mt-6 flex justify-end">
+        <Button
+          onClick={() => completeStep('clusters')}
+          disabled={!!clusterBlocking}
+          variant="primary"
+        >
+          Continue
+        </Button>
+      </div>
+    </Card>
+  );
+}
+

frontend/src/pages/Sites/Builder/steps/CoverageValidationStep.tsx

@@ -0,0 +1,52 @@
+/**
+ * Step 5: Coverage Validation
+ * Validate cluster/taxonomy coverage before proceeding
+ */
+import { useBuilderWorkflowStore } from '../../../../store/builderWorkflowStore';
+import { Card, CardDescription, CardTitle } from '../../../../components/ui/card';
+import Button from '../../../../components/ui/button/Button';
+import Alert from '../../../../components/ui/alert/Alert';
+
+interface CoverageValidationStepProps {
+  blueprintId: number;
+}
+
+export default function CoverageValidationStep({ blueprintId }: CoverageValidationStepProps) {
+  const { context, completeStep, blockingIssues } = useBuilderWorkflowStore();
+  const coverageBlocking = blockingIssues.find(issue => issue.step === 'coverage');
+
+  return (
+    <Card className="p-6">
+      <CardTitle>Coverage Validation</CardTitle>
+      <CardDescription>
+        Ensure all clusters and taxonomies have proper coverage.
+      </CardDescription>
+
+      {coverageBlocking && (
+        <Alert variant="error" className="mt-4">
+          {coverageBlocking.message}
+        </Alert>
+      )}
+
+      {context && (
+        <div className="mt-6 space-y-4">
+          {/* TODO: Add coverage summary cards */}
+          <Alert variant="info">
+            Coverage validation UI coming in next iteration.
+          </Alert>
+        </div>
+      )}
+
+      <div className="mt-6 flex justify-end">
+        <Button
+          onClick={() => completeStep('coverage')}
+          disabled={!!coverageBlocking}
+          variant="primary"
+        >
+          Continue
+        </Button>
+      </div>
+    </Card>
+  );
+}
+

frontend/src/pages/Sites/Builder/steps/IdeasHandoffStep.tsx

@@ -0,0 +1,52 @@
+/**
+ * Step 6: Ideas Hand-off
+ * Select pages to push to Planner Ideas
+ */
+import { useBuilderWorkflowStore } from '../../../../store/builderWorkflowStore';
+import { Card, CardDescription, CardTitle } from '../../../../components/ui/card';
+import Button from '../../../../components/ui/button/Button';
+import Alert from '../../../../components/ui/alert/Alert';
+
+interface IdeasHandoffStepProps {
+  blueprintId: number;
+}
+
+export default function IdeasHandoffStep({ blueprintId }: IdeasHandoffStepProps) {
+  const { context, completeStep, blockingIssues } = useBuilderWorkflowStore();
+  const ideasBlocking = blockingIssues.find(issue => issue.step === 'ideas');
+
+  return (
+    <Card className="p-6">
+      <CardTitle>Ideas Hand-off</CardTitle>
+      <CardDescription>
+        Select pages to send to Planner Ideas for content generation.
+      </CardDescription>
+
+      {ideasBlocking && (
+        <Alert variant="error" className="mt-4">
+          {ideasBlocking.message}
+        </Alert>
+      )}
+
+      {context && (
+        <div className="mt-6">
+          {/* TODO: Add page selection UI */}
+          <Alert variant="info">
+            Ideas hand-off UI coming in next iteration.
+          </Alert>
+        </div>
+      )}
+
+      <div className="mt-6 flex justify-end">
+        <Button
+          onClick={() => completeStep('ideas')}
+          disabled={!!ideasBlocking}
+          variant="primary"
+        >
+          Complete Wizard
+        </Button>
+      </div>
+    </Card>
+  );
+}
+

frontend/src/pages/Sites/Builder/steps/SitemapReviewStep.tsx

@@ -0,0 +1,55 @@
+/**
+ * Step 4: AI Sitemap Review
+ * Review and edit AI-generated sitemap
+ */
+import { useBuilderWorkflowStore } from '../../../../store/builderWorkflowStore';
+import { Card, CardDescription, CardTitle } from '../../../../components/ui/card';
+import Button from '../../../../components/ui/button/Button';
+import Alert from '../../../../components/ui/alert/Alert';
+
+interface SitemapReviewStepProps {
+  blueprintId: number;
+}
+
+export default function SitemapReviewStep({ blueprintId }: SitemapReviewStepProps) {
+  const { context, completeStep, blockingIssues } = useBuilderWorkflowStore();
+  const sitemapBlocking = blockingIssues.find(issue => issue.step === 'sitemap');
+
+  return (
+    <Card className="p-6">
+      <CardTitle>AI Sitemap Review</CardTitle>
+      <CardDescription>
+        Review and adjust the AI-generated site structure.
+      </CardDescription>
+
+      {sitemapBlocking && (
+        <Alert variant="error" className="mt-4">
+          {sitemapBlocking.message}
+        </Alert>
+      )}
+
+      {context?.sitemap_summary && (
+        <div className="mt-6">
+          <div className="text-sm text-gray-600 dark:text-gray-400 mb-2">
+            Total Pages: {context.sitemap_summary.total_pages}
+          </div>
+          {/* TODO: Add sitemap grid/table UI */}
+          <Alert variant="info" className="mt-4">
+            Sitemap review UI coming in next iteration.
+          </Alert>
+        </div>
+      )}
+
+      <div className="mt-6 flex justify-end">
+        <Button
+          onClick={() => completeStep('sitemap')}
+          disabled={!!sitemapBlocking}
+          variant="primary"
+        >
+          Continue
+        </Button>
+      </div>
+    </Card>
+  );
+}
+

frontend/src/pages/Sites/Builder/steps/TaxonomyBuilderStep.tsx

@@ -0,0 +1,55 @@
+/**
+ * Step 3: Taxonomy Builder
+ * Define/import taxonomies and link to clusters
+ */
+import { useBuilderWorkflowStore } from '../../../../store/builderWorkflowStore';
+import { Card, CardDescription, CardTitle } from '../../../../components/ui/card';
+import Button from '../../../../components/ui/button/Button';
+import Alert from '../../../../components/ui/alert/Alert';
+
+interface TaxonomyBuilderStepProps {
+  blueprintId: number;
+}
+
+export default function TaxonomyBuilderStep({ blueprintId }: TaxonomyBuilderStepProps) {
+  const { context, completeStep, blockingIssues } = useBuilderWorkflowStore();
+  const taxonomyBlocking = blockingIssues.find(issue => issue.step === 'taxonomies');
+
+  return (
+    <Card className="p-6">
+      <CardTitle>Taxonomy Builder</CardTitle>
+      <CardDescription>
+        Define categories, tags, and attributes for your site structure.
+      </CardDescription>
+
+      {taxonomyBlocking && (
+        <Alert variant="error" className="mt-4">
+          {taxonomyBlocking.message}
+        </Alert>
+      )}
+
+      {context?.taxonomy_summary && (
+        <div className="mt-6">
+          <div className="text-sm text-gray-600 dark:text-gray-400 mb-2">
+            Total Taxonomies: {context.taxonomy_summary.total}
+          </div>
+          {/* TODO: Add taxonomy tree/table UI */}
+          <Alert variant="info" className="mt-4">
+            Taxonomy builder UI coming in next iteration.
+          </Alert>
+        </div>
+      )}
+
+      <div className="mt-6 flex justify-end">
+        <Button
+          onClick={() => completeStep('taxonomies')}
+          disabled={!!taxonomyBlocking}
+          variant="primary"
+        >
+          Continue
+        </Button>
+      </div>
+    </Card>
+  );
+}
+

frontend/src/services/api.ts

@@ -1914,3 +1914,141 @@ export async function fetchContentById(id: number): Promise<Content> {
   return fetchAPI(`/v1/writer/content/${id}/`);
 }
 
+// Site Builder API
+export interface SiteBlueprint {
+  id: number;
+  name: string;
+  description?: string;
+  config_json: Record<string, any>;
+  structure_json: Record<string, any>;
+  status: string;
+  hosting_type: string;
+  version: number;
+  deployed_version?: number;
+  site_id: number;
+  sector_id: number;
+  created_at: string;
+  updated_at: string;
+  pages?: PageBlueprint[];
+  workflow_state?: WorkflowState;
+  gating_messages?: string[];
+}
+
+export interface PageBlueprint {
+  id: number;
+  site_blueprint_id: number;
+  site_blueprint?: number;
+  slug: string;
+  title: string;
+  type: string;
+  blocks_json: any[];
+  status: string;
+  order: number;
+  created_at: string;
+  updated_at: string;
+}
+
+export interface WorkflowState {
+  current_step: string;
+  step_status: Record<string, { status: string; code?: string; message?: string; updated_at?: string }>;
+  blocking_reason?: string;
+  completed: boolean;
+  updated_at: string;
+}
+
+export interface WizardContext {
+  workflow: WorkflowState;
+  cluster_summary: {
+    total: number;
+    attached: number;
+    coverage_stats: {
+      complete: number;
+      in_progress: number;
+      pending: number;
+    };
+    clusters: Array<{
+      id: number;
+      name: string;
+      keywords_count: number;
+      volume: number;
+      context_type?: string;
+      dimension_meta?: Record<string, any>;
+      coverage_status: string;
+      role: string;
+    }>;
+  };
+  taxonomy_summary: {
+    total: number;
+    by_type: Record<string, number>;
+    taxonomies: Array<{
+      id: number;
+      name: string;
+      slug: string;
+      taxonomy_type: string;
+      cluster_count: number;
+    }>;
+  };
+  sitemap_summary: {
+    total_pages: number;
+    by_type: Record<string, number>;
+    coverage_percentage: number;
+  };
+  next_actions: Array<{
+    step: string;
+    action: string;
+    message: string;
+  }>;
+}
+
+export async function fetchSiteBlueprints(filters?: {
+  site_id?: number;
+  sector_id?: number;
+  status?: string;
+  page?: number;
+  page_size?: number;
+}): Promise<{ count: number; next: string | null; previous: string | null; results: SiteBlueprint[] }> {
+  const params = new URLSearchParams();
+  if (filters?.site_id) params.append('site_id', filters.site_id.toString());
+  if (filters?.sector_id) params.append('sector_id', filters.sector_id.toString());
+  if (filters?.status) params.append('status', filters.status);
+  if (filters?.page) params.append('page', filters.page.toString());
+  if (filters?.page_size) params.append('page_size', filters.page_size.toString());
+  
+  const queryString = params.toString();
+  return fetchAPI(`/v1/site-builder/siteblueprint/${queryString ? `?${queryString}` : ''}`);
+}
+
+export async function fetchSiteBlueprintById(id: number): Promise<SiteBlueprint> {
+  return fetchAPI(`/v1/site-builder/siteblueprint/${id}/`);
+}
+
+export async function createSiteBlueprint(data: Partial<SiteBlueprint>): Promise<SiteBlueprint> {
+  return fetchAPI('/v1/site-builder/siteblueprint/', {
+    method: 'POST',
+    body: JSON.stringify(data),
+  });
+}
+
+export async function updateSiteBlueprint(id: number, data: Partial<SiteBlueprint>): Promise<SiteBlueprint> {
+  return fetchAPI(`/v1/site-builder/siteblueprint/${id}/`, {
+    method: 'PATCH',
+    body: JSON.stringify(data),
+  });
+}
+
+export async function fetchWizardContext(blueprintId: number): Promise<WizardContext> {
+  return fetchAPI(`/v1/site-builder/siteblueprint/${blueprintId}/workflow/context/`);
+}
+
+export async function updateWorkflowStep(
+  blueprintId: number,
+  step: string,
+  status: string,
+  metadata?: Record<string, any>
+): Promise<WorkflowState> {
+  return fetchAPI(`/v1/site-builder/siteblueprint/${blueprintId}/workflow/step/`, {
+    method: 'POST',
+    body: JSON.stringify({ step, status, metadata }),
+  });
+}
+

frontend/src/store/builderWorkflowStore.ts

@@ -0,0 +1,220 @@
+/**
+ * Builder Workflow Store (Zustand)
+ * Manages wizard progress + gating state for site blueprints
+ */
+import { create } from 'zustand';
+import { persist } from 'zustand/middleware';
+import {
+  fetchWizardContext,
+  updateWorkflowStep,
+  WizardContext,
+  WorkflowState,
+} from '../services/api';
+
+export type WizardStep =
+  | 'business_details'
+  | 'clusters'
+  | 'taxonomies'
+  | 'sitemap'
+  | 'coverage'
+  | 'ideas';
+
+interface BuilderWorkflowState {
+  // Current blueprint being worked on
+  blueprintId: number | null;
+  
+  // Workflow state
+  currentStep: WizardStep;
+  completedSteps: Set<WizardStep>;
+  blockingIssues: Array<{ step: WizardStep; message: string }>;
+  workflowState: WorkflowState | null;
+  
+  // Wizard context (cluster/taxonomy summaries)
+  context: WizardContext | null;
+  
+  // Loading/error states
+  loading: boolean;
+  error: string | null;
+  
+  // Telemetry queue (for future event tracking)
+  telemetryQueue: Array<{ event: string; data: Record<string, any>; timestamp: string }>;
+  
+  // Actions
+  initialize: (blueprintId: number) => Promise<void>;
+  refreshState: () => Promise<void>;
+  goToStep: (step: WizardStep) => void;
+  completeStep: (step: WizardStep, metadata?: Record<string, any>) => Promise<void>;
+  setBlockingIssue: (step: WizardStep, message: string) => void;
+  clearBlockingIssue: (step: WizardStep) => void;
+  flushTelemetry: () => void;
+  reset: () => void;
+}
+
+const DEFAULT_STEP: WizardStep = 'business_details';
+
+export const useBuilderWorkflowStore = create<BuilderWorkflowState>()(
+  persist<BuilderWorkflowState>(
+    (set, get) => ({
+      blueprintId: null,
+      currentStep: DEFAULT_STEP,
+      completedSteps: new Set(),
+      blockingIssues: [],
+      workflowState: null,
+      context: null,
+      loading: false,
+      error: null,
+      telemetryQueue: [],
+      
+      initialize: async (blueprintId: number) => {
+        set({ blueprintId, loading: true, error: null });
+        try {
+          const context = await fetchWizardContext(blueprintId);
+          const workflow = context.workflow;
+          
+          // Determine completed steps from workflow state
+          const completedSteps = new Set<WizardStep>();
+          Object.entries(workflow.step_status || {}).forEach(([step, status]) => {
+            if (status.status === 'ready' || status.status === 'complete') {
+              completedSteps.add(step as WizardStep);
+            }
+          });
+          
+          // Extract blocking issues
+          const blockingIssues: Array<{ step: WizardStep; message: string }> = [];
+          Object.entries(workflow.step_status || {}).forEach(([step, status]) => {
+            if (status.status === 'blocked' && status.message) {
+              blockingIssues.push({ step: step as WizardStep, message: status.message });
+            }
+          });
+          
+          set({
+            blueprintId,
+            currentStep: (workflow.current_step as WizardStep) || DEFAULT_STEP,
+            completedSteps,
+            blockingIssues,
+            workflowState: workflow,
+            context,
+            loading: false,
+            error: null,
+          });
+          
+          // Emit telemetry event
+          get().flushTelemetry();
+        } catch (error: any) {
+          set({
+            error: error.message || 'Failed to initialize workflow',
+            loading: false,
+          });
+        }
+      },
+      
+      refreshState: async () => {
+        const { blueprintId } = get();
+        if (!blueprintId) {
+          return;
+        }
+        await get().initialize(blueprintId);
+      },
+      
+      goToStep: (step: WizardStep) => {
+        set({ currentStep: step });
+        
+        // Emit telemetry
+        const { blueprintId } = get();
+        if (blueprintId) {
+          get().flushTelemetry();
+        }
+      },
+      
+      completeStep: async (step: WizardStep, metadata?: Record<string, any>) => {
+        const { blueprintId } = get();
+        if (!blueprintId) {
+          throw new Error('No blueprint initialized');
+        }
+        
+        set({ loading: true, error: null });
+        try {
+          const updatedState = await updateWorkflowStep(blueprintId, step, 'ready', metadata);
+          
+          // Update local state
+          const completedSteps = new Set(get().completedSteps);
+          completedSteps.add(step);
+          
+          const blockingIssues = get().blockingIssues.filter(issue => issue.step !== step);
+          
+          set({
+            workflowState: updatedState,
+            completedSteps,
+            blockingIssues,
+            loading: false,
+          });
+          
+          // Refresh full context to get updated summaries
+          await get().refreshState();
+          
+          // Emit telemetry
+          get().flushTelemetry();
+        } catch (error: any) {
+          set({
+            error: error.message || `Failed to complete step: ${step}`,
+            loading: false,
+          });
+          throw error;
+        }
+      },
+      
+      setBlockingIssue: (step: WizardStep, message: string) => {
+        const blockingIssues = [...get().blockingIssues];
+        const existingIndex = blockingIssues.findIndex(issue => issue.step === step);
+        
+        if (existingIndex >= 0) {
+          blockingIssues[existingIndex] = { step, message };
+        } else {
+          blockingIssues.push({ step, message });
+        }
+        
+        set({ blockingIssues });
+      },
+      
+      clearBlockingIssue: (step: WizardStep) => {
+        const blockingIssues = get().blockingIssues.filter(issue => issue.step !== step);
+        set({ blockingIssues });
+      },
+      
+      flushTelemetry: () => {
+        // TODO: In Stage 2, implement actual telemetry dispatch
+        // For now, just clear the queue
+        const queue = get().telemetryQueue;
+        if (queue.length > 0) {
+          // Future: dispatch to analytics service
+          console.debug('Telemetry events (to be dispatched):', queue);
+          set({ telemetryQueue: [] });
+        }
+      },
+      
+      reset: () => {
+        set({
+          blueprintId: null,
+          currentStep: DEFAULT_STEP,
+          completedSteps: new Set(),
+          blockingIssues: [],
+          workflowState: null,
+          context: null,
+          loading: false,
+          error: null,
+          telemetryQueue: [],
+        });
+      },
+    }),
+    {
+      name: 'builder-workflow-storage',
+      partialize: (state) => ({
+        blueprintId: state.blueprintId,
+        currentStep: state.currentStep,
+        // Note: completedSteps, blockingIssues, workflowState, context are not persisted
+        // They should be refreshed from API on mount
+      }),
+    }
+  )
+);
+

refactor-plan/refactor-stage-2.md

@@ -0,0 +1,89 @@
+# Stage 2 – Planner & Wizard UX
+
+## Overview
+- Feature flag: `USE_SITE_BUILDER_REFACTOR` (must be `true`)
+- Goal: ship state-aware, guided Site Builder experience and expose cluster/taxonomy readiness to Planner UI
+- Dependencies: Stage 1 migrations/services already deployed
+- Entry point: `/sites/builder/workflow/:blueprintId` (protected route)
+
+---
+
+## Backend Enhancements
+
+### New services / endpoints
+| Component | Description | File |
+| --- | --- | --- |
+| `WizardContextService` | Aggregates workflow state, cluster stats, taxonomy summaries, coverage counts | `backend/igny8_core/business/site_building/services/wizard_context_service.py` |
+| Workflow context API | `GET /api/v1/site-builder/siteblueprint/{id}/workflow/context/` returns `workflow`, `cluster_summary`, `taxonomy_summary`, `coverage`, `next_actions` | `modules/site_builder/views.py` |
+| Workflow serializer helpers | `SiteBlueprintSerializer` now returns `workflow_state` + `gating_messages` via `WorkflowStateService.serialize_state()` | `modules/site_builder/serializers.py` |
+
+### Workflow telemetry & logging
+- `WorkflowStateService` normalizes step metadata (`status`, `code`, `message`, `updated_at`)
+- Emits structured log events (`wizard_step_updated`, `wizard_blocking_issue`) for future analytics
+- `serialize_state()` provides consistent payload for API, wizard store, and planner warnings
+
+---
+
+## Frontend Implementation
+
+### API layer
+- Added interfaces + calls (`fetchSiteBlueprints`, `fetchSiteBlueprintById`, `updateSiteBlueprint`, `fetchWizardContext`, `updateWorkflowStep`)
+- Located in `frontend/src/services/api.ts`
+
+### Zustand store
+| Store | Purpose |
+| --- | --- |
+| `useBuilderWorkflowStore` | Tracks `blueprintId`, `currentStep`, `completedSteps`, `blockingIssues`, `workflowState`, `context`, telemetry queue |
+- Actions: `initialize`, `refreshState`, `goToStep`, `completeStep`, `setBlockingIssue`, `clearBlockingIssue`, `flushTelemetry`, `reset`
+- Persists last blueprint + step in `builder-workflow-storage` (sessionStorage)
+
+### Wizard shell & routing
+- New page: `WorkflowWizard` at `/sites/builder/workflow/:blueprintId`
+- Lazy-loaded via `App.tsx`
+- Refreshes context every 10s to keep telemetry/current state accurate
+- Progress indicator (`WizardProgress`) shows completed/current/blocked steps
+
+### Step components
+| Step | Component | Status |
+| --- | --- | --- |
+| 1 – Business Details | `steps/BusinessDetailsStep.tsx` | **Functional** (saves blueprint + completes step) |
+| 2 – Cluster Assignment | `steps/ClusterAssignmentStep.tsx` | Placeholder UI (shows stats, next iteration: attach/detach clusters) |
+| 3 – Taxonomy Builder | `steps/TaxonomyBuilderStep.tsx` | Placeholder UI (future: taxonomy tree/table + imports) |
+| 4 – AI Sitemap Review | `steps/SitemapReviewStep.tsx` | Placeholder UI (future: grid w/ grouping + regenerate) |
+| 5 – Coverage Validation | `steps/CoverageValidationStep.tsx` | Placeholder UI (future: coverage cards + gating logic) |
+| 6 – Ideas Hand-off | `steps/IdeasHandoffStep.tsx` | Placeholder UI (future: page selection + prompt override) |
+
+### Planner UX TODOs (next iteration)
+- Cluster matrix view linking back into wizard
+- Taxonomy management table with inline edits & imports
+- Planner dashboard banner if blueprint missing requirements
+
+---
+
+## Testing & Verification
+1. Set `USE_SITE_BUILDER_REFACTOR=true`
+2. Create or reuse a `SiteBlueprint` and open `/sites/builder/workflow/{id}`
+3. Confirm payload from `GET /workflow/context/` includes:
+   - `workflow.steps` array with `status`, `code`, `message`
+   - `cluster_summary` (counts + list)
+   - `taxonomy_summary`
+   - `coverage` (pages, statuses)
+   - `next_actions`
+4. Step 1 (Business Details) should allow update/save → triggers workflow state update
+5. Steps 2‑6 currently show placeholders + gating alerts (will be wired to new UIs)
+
+Automated tests pending: once UI solidified, add Cypress flows for each step + Zustand store unit tests.
+
+---
+
+## Open Items / Future Work
+- Build full step experiences (tables, drag/drop mapping, AI sitemap review UI)
+- Planner cluster matrix & taxonomy management views
+- Telemetry dispatcher (currently logs to console)
+- Accessibility polish: keyboard navigation, helper tooltips, context drawer
+- QA automation + e2e coverage
+
+---
+
+*Last updated: 2025-11-19*
+

refactor-plan/refactor-stage-3.md

@@ -0,0 +1,85 @@
+# Stage 3 – Writer / Linker / Optimizer Enhancements
+
+## Objective
+Propagate the new metadata (clusters, taxonomies, entity types, attributes) through the planner → writer pipeline, enforce validation before publish, and unlock linker/optimizer capabilities. Stage 3 builds directly on Stage 2’s wizard outputs; all changes stay behind `USE_SITE_BUILDER_REFACTOR` until pilot-ready.
+
+---
+
+## Backend Plan
+
+### 1. Metadata Audit & Backfill
+| Task | Description | Owner |
+| --- | --- | --- |
+| Backfill tables | Implement data migration using the stub added in `writer/migrations/0012_metadata_mapping_tables.py` to populate `ContentClusterMap`, `ContentTaxonomyMap`, `ContentAttributeMap` for legacy content/tasks. | Backend lead |
+| Entity defaults | Ensure existing Tasks/Content have sensible defaults for `entity_type`, `taxonomy_id`, `cluster_role` (e.g., `blog_post` + `supporting`). | Backend lead |
+| Audit script | Management command `python manage.py audit_site_metadata --site {id}` summarizing gaps per site. | Backend lead |
+
+### 2. Pipeline Updates
+| Stage | Changes |
+| --- | --- |
+| Ideas → Tasks | Update Task creation so every task inherits cluster/taxonomy/attribute metadata. Enforce “no cluster, no idea/task” rule. |
+| Tasks → Content | Adjust `PageGenerationService` / writer Celery tasks to persist mappings into `ContentClusterMap`, `ContentTaxonomyMap`, `ContentAttributeMap`. |
+| AI Prompts | Update prompts to include cluster role, taxonomy context, product attributes. Leverage Stage 1 metadata fields like `dimension_meta`, `attribute_values`. |
+| Validation services | Add reusable validators (e.g., `ensure_required_attributes(task)`), returning structured errors for UI. |
+
+### 3. Linker & Optimizer
+| Component | Requirements |
+| --- | --- |
+| LinkerService | Use mapping tables to suggest hub ↔ supporting ↔ attribute links; include priority score + context snippet. |
+| OptimizerService | Scorecards factoring cluster coverage, taxonomy alignment, attribute completeness. Provide `/sites/{id}/progress` and `/writer/content/{id}/validation` endpoints. |
+| Caching/Indexes | Add DB indexes for frequent join patterns (content ↔ cluster_map, taxonomy_map). |
+
+### 4. API Additions
+- `GET /api/v1/sites/{id}/progress/` → cluster-level completion + validation flags.
+- `GET /api/v1/writer/content/{id}/validation/` → aggregated checklist for Writer UI.
+- `POST /api/v1/writer/content/{id}/validate/` → re-run validators and return actionable errors.
+
+---
+
+## Frontend Plan
+
+### 1. Planner / Ideas / Writer Enhancements
+| Area | UX Changes |
+| --- | --- |
+| Planner Ideas & Writer Tasks lists | Show chips/columns for cluster, taxonomy, entity type, validation status; add filters. |
+| Writer Editor | Sidebar module summarizing cluster, taxonomy tree, attribute form; validation panel blocking publish until cleared. |
+| Linker UI | Group internal link suggestions by cluster role; show context snippet + CTA to insert link. |
+| Optimizer Dashboard | Scorecards per cluster dimension with color coding + “next action” cards. |
+| Site Progress Widgets | On site overview, show completion bars (hub/supporting/attribute); deep link to problematic clusters/pages. |
+
+### 2. Validation & Notifications
+- Inline toasts + optional email when validation fails.
+- Publish button disabled until validators pass; display error list linking to relevant fields.
+- Credit reminder banner when user regenerates content/optimization tasks.
+
+---
+
+## Testing Strategy
+| Area | Automated | Manual |
+| --- | --- | --- |
+| Pipeline | Unit tests for Task → Content metadata persistence, Prompt builders. | End-to-end: blueprint → ideas → tasks → content. |
+| Validation | Tests ensuring validators trigger correct errors. | Attempt publish without taxonomy/attributes; confirm UX flow. |
+| Linker/Optimizer | Service tests for scoring & suggestions. | Performance profiling on large datasets; UX review. |
+| Progress Widgets | Component tests verifying counts. | Compare UI vs. database for pilot site. |
+
+---
+
+## Rollout Checklist
+1. Deploy Stage 3 backend with feature flag ON in staging.
+2. Run metadata backfill; verify progress dashboards and validators.
+3. QA regression: planner → writer flow, linker, optimizer.
+4. Pilot with internal content team; gather feedback on validation friction.
+5. Optimize slow queries (indexes/caching) before production rollout.
+6. Update training docs/videos for writers; enable flag gradually across accounts.
+
+---
+
+## Open Questions / Risks
+- Volume impact when backfilling large content sets? (Plan: chunked migrations + progress logs)
+- Telemetry volume for validator events? (Plan: aggregate counts; sample per site)
+- WordPress deploy parity: ensure metadata travels through sync (handled in Stage 4).
+
+---
+
+*Last updated: 2025-11-19*
+

refactor-plan/refactor-stage-4.md

@@ -0,0 +1,89 @@
+# Stage 4 – Publishing & Sync Integration
+
+## Objective
+Achieve feature parity between IGNY8-hosted deployments and WordPress sites using the shared metadata model introduced in Stages 1–3. This includes two-way sync for taxonomies/products, deployment readiness checks, and operational tooling.
+
+---
+
+## Backend Plan
+
+### 1. Sync Architecture
+| Task | Description |
+| --- | --- |
+| Audit adapters | Review current WordPress adapter + sync service; confirm endpoints for categories, tags, WooCommerce attributes/products. |
+| Data mapping | Document mapping between WordPress taxonomies and IGNY8 `SiteBlueprintTaxonomy`, `ContentTaxonomyMap`, `external_reference` fields. |
+| Sync configs | Extend integration settings to store WordPress/Woo credentials, sync frequency, and site archetype. |
+
+### 2. Enhancements
+| Area | Implementation |
+| --- | --- |
+| Import | `ContentSyncService` fetches WP taxonomies/products/custom post types -> maps to IGNY8 schema via `TaxonomyService`. Auto-create missing clusters/taxonomies with an `imported` flag. |
+| Export | `WordPressAdapter` ensures taxonomies exist before publishing posts/products. Pushes product attributes/tags ahead of content. |
+| Sync Health APIs | `/sites/{id}/sync/status`, `/sites/{id}/sync/run`, returning last sync time, mismatch counts, error logs. |
+| Deployment | `SitesRendererAdapter` consumes cluster/taxonomy metadata for navigation, breadcrumbs, internal links. Deployment readiness check ensures cluster coverage, content status, validation flags. |
+| Logging & Monitoring | Structured logs per sync run (duration, items processed, failures). Alerts for repeated sync failures or deployment errors. |
+
+---
+
+## Frontend Plan
+
+### 1. Sync Dashboard
+| Component | Features |
+| --- | --- |
+| Parity indicators | Status icons for taxonomies, products, posts. |
+| Controls | Manual sync, retry failed items, view logs (with pagination/filtering). |
+| Detail drawer | Shows mismatched items, suggested fixes, quick links into Planner/Writer. |
+
+### 2. Deployment Panel
+| Component | Features |
+| --- | --- |
+| Readiness checklist | Displays cluster coverage, content validation, sync status. |
+| Actions | Deploy and rollback buttons with confirmation modals and logging. |
+| Notifications | Toasts for success/failure; optional email/webhook integration. |
+
+### 3. WordPress Connection UI
+| Task | Description |
+| --- | --- |
+| Integration status | Show credential health, last sync time, active site type. |
+| Troubleshooting | Inline helper text + links to docs/runbook. |
+
+---
+
+## Operational Runbooks
+- Sync troubleshooting steps (auth errors, taxonomy mismatches, WooCommerce throttling).
+- Rollback procedures for failed deployments.
+- Escalation path + scripts to force sync, clear queue, or recover failed deploy.
+
+---
+
+## Testing Strategy
+| Area | Automated | Manual |
+| --- | --- | --- |
+| Sync logic | Integration tests hitting mocked WP APIs, verifying mapping + retries. | Staging sync from live WP instance; verify taxonomy parity. |
+| Deployment | Renderer tests using fixture metadata to ensure navigation/internal links. | Deploy IGNY8 site; inspect front-end output, breadcrumbs, menus. |
+| Dashboards | Component/unit tests for Sync/Deployment panels. | Pilot user testing + UX review. |
+| Runbooks | N/A | Tabletop exercises for failure scenarios (sync fails, deploy rollback). |
+
+---
+
+## Rollout Checklist
+1. Enable Stage 4 flag in staging; run full import/export tests.
+2. Pilot with one IGNY8-hosted and one WordPress-hosted site.
+3. Train support on dashboards/runbooks; ensure alerting configured.
+4. Announce availability; roll out gradually to accounts with WordPress integrations.
+5. Monitor logs/alerts during first production syncs; iterate on tooling as needed.
+
+---
+
+## Risks & Mitigations
+| Risk | Mitigation |
+| --- | --- |
+| API rate limits (WordPress/WooCommerce) | Backoff + batching, highlight in dashboard. |
+| Data mismatches (taxonomies/products) | Detailed diff view + retry actions + runbook. |
+| Deployment failures | Preflight checks + rollback buttons + structured logs. |
+| Operational overhead | Alerting dashboards + documented on-call runbook. |
+
+---
+
+*Last updated: 2025-11-19*
+