diff --git a/refactor-plan/refactor-stage-2-completion-status.md b/refactor-plan/refactor-stage-2-completion-status.md new file mode 100644 index 00000000..c303f735 --- /dev/null +++ b/refactor-plan/refactor-stage-2-completion-status.md @@ -0,0 +1,205 @@ +# Stage 2 Completion Status + +**Last Updated:** 2025-11-19 +**Feature Flag:** `USE_SITE_BUILDER_REFACTOR` (must be `true`) + +--- + +## ✅ Completed Items + +### Backend Enhancements + +| Item | Status | File/Location | Notes | +|------|--------|---------------|-------| +| **WizardContextService** | ✅ Complete | `backend/igny8_core/business/site_building/services/wizard_context_service.py` | Aggregates workflow state, cluster stats, taxonomy summaries, coverage counts | +| **Workflow Context API** | ✅ Complete | `backend/igny8_core/modules/site_builder/views.py` | `GET /api/v1/site-builder/siteblueprint/{id}/workflow/context/` returns full wizard context | +| **Workflow State Serialization** | ✅ Complete | `backend/igny8_core/business/site_building/services/workflow_state_service.py` | `serialize_state()` provides consistent payload with normalized step metadata | +| **SiteBlueprint Serializer Updates** | ✅ Complete | `backend/igny8_core/modules/site_builder/serializers.py` | Returns `workflow_state` + `gating_messages` when feature flag enabled | +| **Structured Logging** | ✅ Complete | `backend/igny8_core/business/site_building/services/workflow_state_service.py` | Emits `wizard_step_updated`, `wizard_blocking_issue` events | +| **Workflow Step Update API** | ✅ Complete | `backend/igny8_core/modules/site_builder/views.py` | `POST /api/v1/site-builder/siteblueprint/{id}/workflow/step/` updates step status | + +### Frontend Infrastructure + +| Item | Status | File/Location | Notes | +|------|--------|---------------|-------| +| **API Type Definitions** | ✅ Complete | `frontend/src/services/api.ts` | TypeScript interfaces: `SiteBlueprint`, `WorkflowState`, `WizardContext` | +| **API Functions** | ✅ Complete | `frontend/src/services/api.ts` | `fetchSiteBlueprints`, `fetchSiteBlueprintById`, `updateSiteBlueprint`, `fetchWizardContext`, `updateWorkflowStep` | +| **Zustand Workflow Store** | ✅ Complete | `frontend/src/store/builderWorkflowStore.ts` | Full state management with persistence, actions, telemetry queue | +| **Wizard Shell Component** | ✅ Complete | `frontend/src/pages/Sites/Builder/WorkflowWizard.tsx` | Main container with auto-refresh, error handling, step routing | +| **Progress Indicator** | ✅ Complete | `frontend/src/pages/Sites/Builder/components/WizardProgress.tsx` | Breadcrumb with completion checkmarks, blocking indicators | +| **Wizard Route** | ✅ Complete | `frontend/src/App.tsx` | `/sites/builder/workflow/:blueprintId` route added | + +### Wizard Step Components + +| Step | Component | Status | Functionality | +|------|-----------|--------|---------------| +| **Step 1: Business Details** | `BusinessDetailsStep.tsx` | ✅ **Functional** | Form with site name, description, hosting type. Saves to blueprint + completes workflow step | +| **Step 2: Cluster Assignment** | `ClusterAssignmentStep.tsx` | ⚠️ **Placeholder** | Shows cluster summary stats from context. UI for attach/detach clusters pending | +| **Step 3: Taxonomy Builder** | `TaxonomyBuilderStep.tsx` | ⚠️ **Placeholder** | Shows taxonomy summary. Tree/table UI + import buttons pending | +| **Step 4: AI Sitemap Review** | `SitemapReviewStep.tsx` | ⚠️ **Placeholder** | Shows sitemap summary. Grid UI + edit/regenerate pending | +| **Step 5: Coverage Validation** | `CoverageValidationStep.tsx` | ⚠️ **Placeholder** | Shows blocking messages. Coverage cards + validation UI pending | +| **Step 6: Ideas Hand-off** | `IdeasHandoffStep.tsx` | ⚠️ **Placeholder** | Shows blocking messages. Page selection + prompt override pending | + +### Core Features + +| Feature | Status | Notes | +|---------|--------|-------| +| **Workflow State Persistence** | ✅ Complete | Backend `WorkflowState` model + frontend store persistence | +| **Step Gating Logic** | ✅ Complete | Validators block steps until prerequisites met | +| **Blocking Issue Display** | ✅ Complete | Frontend shows blocking messages from backend validators | +| **Progress Tracking** | ✅ Complete | Visual progress indicator with step completion status | +| **Auto-refresh Context** | ✅ Complete | Wizard refreshes workflow context every 10 seconds | +| **Error Handling** | ✅ Complete | Loading states, error messages, graceful failures | + +--- + +## ⚠️ Partially Complete / Placeholders + +### Step UIs (Steps 2-6) + +All step components exist and: +- ✅ Load workflow context from store +- ✅ Display blocking messages when prerequisites unmet +- ✅ Show summary stats from backend context +- ⚠️ **Missing:** Full interactive UIs (tables, forms, drag/drop, etc.) + +**Next Iteration Needed:** +- Cluster selection table with attach/detach actions +- Taxonomy tree/table with import buttons +- Sitemap grid with edit/regenerate +- Coverage validation cards +- Ideas selection UI + +### Planner Module Enhancements + +| Item | Status | Notes | +|------|--------|-------| +| **Cluster Matrix View** | ❌ Not Started | Should show clusters vs. taxonomy/attribute coverage | +| **Taxonomy Management Table** | ❌ Not Started | Search, filters, bulk edits, inline warnings | +| **Planner Dashboard Banner** | ❌ Not Started | Warning when blueprint missing requirements | + +### UX Guardrails + +| Item | Status | Notes | +|------|--------|-------| +| **Breadcrumb/Progress** | ✅ Complete | `WizardProgress` component implemented | +| **Disabled Button Tooltips** | ⚠️ Partial | Blocking messages shown, but no tooltip on disabled buttons | +| **Helper Drawer** | ❌ Not Started | Contextual help per step | +| **Keyboard Navigation** | ⚠️ Partial | Basic navigation works, full accessibility audit pending | +| **Empty States** | ⚠️ Partial | Some empty states, needs consistency pass | + +### Telemetry + +| Item | Status | Notes | +|------|--------|-------| +| **Event Queue** | ✅ Complete | Store has `telemetryQueue` array | +| **Event Logging** | ✅ Complete | Backend logs structured events | +| **Event Dispatch** | ⚠️ Placeholder | Currently logs to console, needs analytics service integration | + +--- + +## ❌ Not Started + +### Testing & QA + +| Item | Status | Notes | +|------|--------|-------| +| **Cypress E2E Tests** | ❌ Not Started | Need tests for wizard flow, gating logic, resume functionality | +| **Jest Unit Tests** | ❌ Not Started | Store logic, component tests | +| **Accessibility Audit** | ❌ Not Started | Screen reader, keyboard-only validation | +| **Cross-browser Testing** | ❌ Not Started | Manual testing across browsers | + +### Documentation + +| Item | Status | Notes | +|------|--------|-------| +| **In-app Help** | ❌ Not Started | Helper content, tooltips, best practices | +| **Video Walkthroughs** | ❌ Not Started | User onboarding materials | +| **API Documentation** | ⚠️ Partial | Endpoints exist, need OpenAPI/Swagger updates | + +### Rollout Preparation + +| Item | Status | Notes | +|------|--------|-------| +| **Internal Testing** | ❌ Not Started | Feature flag ON for internal testers | +| **Pilot Accounts** | ❌ Not Started | One IGNY8 host, one WP host | +| **Support Training** | ❌ Not Started | Support team readiness | +| **Release Notes** | ❌ Not Started | User-facing documentation | + +--- + +## Completion Summary + +### ✅ Fully Complete (Ready for Use) +- Backend services & APIs +- Frontend infrastructure (store, routing, shell) +- Step 1 (Business Details) - fully functional +- Progress indicator & gating logic +- Error handling & state management + +### ⚠️ Partially Complete (Functional but Needs Enhancement) +- Steps 2-6 (placeholders with stats display) +- Telemetry (queue exists, dispatch pending) +- UX polish (basic navigation, needs accessibility pass) + +### ❌ Not Started (Future Work) +- Planner module enhancements +- Full step UIs (tables, forms, drag/drop) +- Testing automation +- Documentation & rollout + +--- + +## Testing Checklist + +To verify Stage 2 completion: + +1. **Backend API Test:** + ```bash + GET /api/v1/site-builder/siteblueprint/{id}/workflow/context/ + ``` + - ✅ Returns `workflow`, `cluster_summary`, `taxonomy_summary`, `sitemap_summary`, `next_actions` + - ✅ Step statuses include `status`, `code`, `message`, `updated_at` + +2. **Frontend Wizard Test:** + - ✅ Navigate to `/sites/builder/workflow/{blueprintId}` + - ✅ Progress indicator shows all 6 steps + - ✅ Step 1 form saves and updates workflow state + - ✅ Steps 2-6 show placeholder UI with blocking messages when prerequisites unmet + - ✅ Store persists blueprint ID and current step across refreshes + +3. **Workflow State Test:** + - ✅ Creating blueprint initializes `WorkflowState` record + - ✅ Completing Step 1 updates workflow state to `ready` + - ✅ Blocking validators prevent progression when prerequisites missing + +--- + +## Next Steps for Full Stage 2 Completion + +1. **Build Full Step UIs** (Steps 2-6) + - Cluster selection table with filters + - Taxonomy tree/table with import + - Sitemap grid with edit capabilities + - Coverage validation cards + - Ideas selection interface + +2. **Planner Enhancements** + - Cluster matrix view + - Taxonomy management table + - Dashboard warnings + +3. **Testing & QA** + - Cypress E2E tests + - Unit tests for store/components + - Accessibility audit + +4. **Documentation & Rollout** + - In-app help content + - Support training + - Pilot program + +--- + +*Last updated: 2025-11-19* +