final polish phase 1

2025-12-27 21:27:37 +00:00
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--- a/to-do-s/PLAN-SITE-SELECTOR-SECTOR.md
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+# Plan: Site & Sector Selector Configuration
+
+**Source:** COMPREHENSIVE-AUDIT-REPORT.md - Section 1  
+**Priority:** High for Planner & Writer pages  
+**Estimated Effort:** 4-6 hours
+
+---
+
+## Objective
+
+Ensure correct placement of Site Selector and Sector Selector across all pages based on data scope requirements.
+
+---
+
+## Configuration Rules
+
+| Condition | Site Selector | Sector Selector |
+|-----------|:-------------:|:---------------:|
+| Data scoped to specific site | ✅ | ❌ |
+| Data can be filtered by content category | ✅ | ✅ |
+| Page is not site-specific (account-level) | ❌ | ❌ |
+| Already in specific context (detail page) | ❌ | ❌ |
+
+---
+
+## Implementation Checklist
+
+### DASHBOARD Module
+- [ ] **Home** - Site Selector: ✅ (with "All Sites" option) | Sector: ❌
+  - Overview across sites - sector too granular for dashboard
+
+### SETUP Module
+- [ ] **Add Keywords** - Site: ✅ | Sector: ✅
+  - Keywords are site+sector specific
+- [ ] **Content Settings** - Site: ✅ | Sector: ❌
+  - Settings are site-level, not sector-level
+- [ ] **Sites List** - Site: ❌ | Sector: ❌
+  - Managing sites themselves
+- [ ] **Site Dashboard** - Site: ❌ (context) | Sector: ❌
+  - Already in specific site context
+- [ ] **Site Settings tabs** - Site: ❌ (context) | Sector: ❌
+  - Already in specific site context
+
+### PLANNER Module
+- [ ] **Keywords** - Site: ✅ | Sector: ✅
+  - Keywords organized by site+sector
+- [ ] **Clusters** - Site: ✅ | Sector: ✅
+  - Clusters organized by site+sector
+- [ ] **Cluster Detail** - Site: ❌ (context) | Sector: ❌ (context)
+  - Already in cluster context
+- [ ] **Ideas** - Site: ✅ | Sector: ✅
+  - Ideas organized by site+sector
+
+### WRITER Module
+- [ ] **Tasks/Queue** - Site: ✅ | Sector: ✅
+  - Tasks organized by site+sector
+- [ ] **Content/Drafts** - Site: ✅ | Sector: ✅
+  - Content organized by site+sector
+- [ ] **Content View** - Site: ❌ (context) | Sector: ❌ (context)
+  - Viewing specific content
+- [ ] **Images** - Site: ✅ | Sector: ✅
+  - Images tied to content by site+sector
+- [ ] **Review** - Site: ✅ | Sector: ✅
+  - Review queue by site+sector
+- [ ] **Published** - Site: ✅ | Sector: ✅
+  - Published content by site+sector
+
+### AUTOMATION Module
+- [ ] **Automation** - Site: ✅ | Sector: ❌
+  - Automation runs at site level
+
+### LINKER Module (if enabled)
+- [ ] **Content List** - Site: ✅ | Sector: ✅
+  - Linking is content-specific
+
+### OPTIMIZER Module (if enabled)
+- [ ] **Content Selector** - Site: ✅ | Sector: ✅
+  - Optimization is content-specific
+- [ ] **Analysis Preview** - Site: ❌ (context) | Sector: ❌ (context)
+  - Already in analysis context
+
+### THINKER Module (Admin)
+- [ ] **All Thinker pages** - Site: ❌ | Sector: ❌
+  - System-wide prompts/profiles
+
+### BILLING Module
+- [ ] **All Billing pages** - Site: ❌ | Sector: ❌
+  - Account-level billing data
+
+### ACCOUNT Module
+- [ ] **Account Settings** - Site: ❌ | Sector: ❌
+- [ ] **Profile** - Site: ❌ | Sector: ❌
+- [ ] **Team** - Site: ❌ | Sector: ❌
+- [ ] **Plans** - Site: ❌ | Sector: ❌
+- [ ] **Usage** - Site: ❌ | Sector: ❌
+
+### HELP Module
+- [ ] **Help Page** - Site: ❌ | Sector: ❌
+
+---
+
+## Site Setup Checklist on Site Cards
+
+**Source:** Section 6 of Audit Report
+
+### Current Status
+- ✅ `SiteSetupChecklist.tsx` component EXISTS
+- ✅ Integrated in Site Dashboard (full mode)
+- ❌ **NOT integrated in SiteCard.tsx** (compact mode)
+
+### Implementation Task
+
+**File:** `frontend/src/components/sites/SiteCard.tsx`
+
+Add compact checklist after status badges:
+
+```tsx
+<SiteSetupChecklist
+  siteId={site.id}
+  siteName={site.name}
+  hasIndustry={!!site.industry}
+  hasSectors={site.sectors_count > 0}
+  hasWordPressIntegration={!!site.wordpress_site_url}
+  hasKeywords={site.keywords_count > 0}
+  compact={true}
+/>
+```
+
+**Expected Visual:**
+```
+┌─────────────────────────────────────────┐
+│ My Website                    [Active]  │
+│ example.com                             │
+│ Industry: Tech  │  3 Sectors            │
+│ ●●●○  3/4 Setup Steps Complete          │  ← compact checklist
+│                              [Manage →] │
+└─────────────────────────────────────────┘
+```
+
+---
+
+## Backend Requirements
+
+Ensure `SiteSerializer` returns these fields for checklist:
+- `keywords_count` - number of keywords
+- `has_integration` - boolean for WordPress integration
+- `active_sectors_count` - number of active sectors
+- `industry_name` - industry name or null
+
+**Status:** ✅ Already verified these fields are returned
+
+---
+
+## Files to Modify
+
+### Frontend
+1. `frontend/src/components/sites/SiteCard.tsx` - Add compact SiteSetupChecklist
+2. Various page files to verify/add selector configuration
+
+### Selector Components
+- `frontend/src/components/common/SiteSelector.tsx`
+- `frontend/src/components/common/SectorSelector.tsx`
+
+---
+
+## Testing Checklist
+
+- [ ] Site selector shows on all required pages
+- [ ] Sector selector shows only where data is sector-specific
+- [ ] Detail pages (Cluster Detail, Content View) have no selectors
+- [ ] Account/Billing pages have no selectors
+- [ ] SiteCard shows compact setup checklist
+- [ ] Checklist updates when site configuration changes
+
+---
+
+## Notes
+
+- The "All Sites" option on Dashboard should aggregate data across all user's sites
+- Context pages (detail views) inherit site/sector from parent navigation
+- Selector state should persist in URL params or store for deep linking