614 lines
20 KiB
Markdown
614 lines
20 KiB
Markdown
# Navigation Refactoring Plan v2
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**Date:** January 17, 2026 (Updated)
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**Objective:** Restructure sidebar navigation + create comprehensive Automation Overview dashboard
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---
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## Executive Summary
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### What's Changing:
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1. **Publisher Section Created** - Groups all publishing-related pages (Review → Approve → Schedule → Settings)
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2. **Automation Reorganized** - 3 focused pages (Overview dashboard, Pipeline Settings, Run Now)
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3. **Publish Settings Moved** - From Sites Settings to Publisher section (better logical fit)
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4. **Overview Dashboard Created** - NEW comprehensive automation status/metrics/history page
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5. **Account Consolidated** - 3 pages merged into 1 with card layout
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6. **Notifications Moved** - From ACCOUNT to HELP section
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### Key Benefits:
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- **Transparency**: New Overview page shows complete automation details (what was processed, costs, status)
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- **Organization**: Logical grouping of related features
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- **Simplification**: Run Now page simplified, Account pages consolidated
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- **Bug Fix**: Publish Settings site selector will work correctly (store-based instead of URL-based)
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---
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## New Structure
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```
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DASHBOARD (standalone)
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SETUP
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├── Setup Wizard
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├── Sites
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├── Keyword Library
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└── Thinker (admin only)
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├── Prompts
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└── Author Profiles
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WORKFLOW
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├── Planner
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│ ├── Keywords
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│ ├── Clusters
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│ └── Ideas
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└── Writer
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├── Content Queue
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├── Content Drafts
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└── Content Images
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PUBLISHER (NEW DROPDOWN)
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├── Content Review
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├── Publish / Schedule
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├── Publish Settings (moved from Sites Settings)
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└── Content Calendar
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AUTOMATION (NEW DROPDOWN)
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├── Overview (NEW comprehensive dashboard)
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├── Pipeline Settings (from ConfigModal)
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└── Run Now (simplified)
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ACCOUNT (CONSOLIDATED)
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├── Account Settings (single page with 3 cards)
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├── Plans & Billing
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├── Usage
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└── AI Models (admin only)
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HELP
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├── Notifications (moved from ACCOUNT)
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└── Help & Docs
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```
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---
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## Detailed Page Breakdown
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### 1. Automation Overview Page (NEW)
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**Route:** `/automation/overview` or `/automation`
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**Purpose:** Comprehensive automation dashboard - similar to site dashboard and homepage
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**Content Sections:**
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#### A. Current Configuration Status Cards
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```
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┌─────────────┬─────────────┬─────────────┬─────────────┬─────────────┐
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│ Keywords │ Clusters │ Ideas │ Tasks │ Content │
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│ 265 │ 27 │ 127 │ 0 │ 127 │
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│ New: 3 │ New: 0 │ New: 0 │ │ Draft: 66 │
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│ Mapped:265 │ Mapped: 27 │ Queued: 0 │ │ Review: 0 │
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│ │ │ Done: 127 │ │ Publish:61 │
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└─────────────┴─────────────┴─────────────┴─────────────┴─────────────┘
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```
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(These are the 5 metric cards currently on Run Now page)
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#### B. Processable Items & Cost Estimation (NEW)
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**Card: "Ready to Process"**
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- Show what items can be processed right now per stage
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- Estimated output (how many items each stage will create)
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- Individual cost per stage (credits)
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- Total estimated cost
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- Current credit balance
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- Sufficient credits indicator
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Example:
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```
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Stage 1: Keywords → Clusters
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Input: 3 new keywords
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Output: ~1-2 clusters expected
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Cost: 150 credits
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Status: ✓ Ready
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Stage 2: Clusters → Ideas
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Input: 0 new clusters
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Output: 0 ideas expected
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Cost: 0 credits
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Status: ⊗ Nothing to process
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... (continue for all 7 stages)
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TOTAL COST: 450 credits
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Current Balance: 3,174 credits
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Status: ✓ Sufficient credits
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```
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#### C. Last Automation Run - Detailed View (NEW)
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**Card: "Last Run Details"**
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Show complete breakdown of most recent run:
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```
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Run ID: #1234
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Started: Jan 17, 2026 7:35 PM
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Duration: 12 minutes
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Status: Completed ✓
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Trigger: Manual
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┌──────────┬──────────┬──────────┬───────────┬────────┐
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│ Stage │ Processed│ Created │ Credits │ Status │
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├──────────┼──────────┼──────────┼───────────┼────────┤
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│ Stage 1 │ 3 │ 0 │ 0 │ ✓ │
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│ Stage 2 │ 0 │ 0 │ 0 │ Skip │
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│ Stage 3 │ 127 │ 0 │ 0 │ ✓ │
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│ Stage 4 │ 0 │ 0 │ 0 │ Skip │
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│ Stage 5 │ 0 │ 0 │ 0 │ Skip │
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│ Stage 6 │ 281 │ 315 │ 945 │ ✓ │
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│ Stage 7 │ 0 │ 0 │ 0 │ Skip │
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│ Stage 8 │ 61 │ 42 │ 0 │ ✓ │
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├──────────┼──────────┼──────────┼───────────┼────────┤
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│ TOTAL │ 472 │ 357 │ 945 │ ✓ │
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└──────────┴──────────┴──────────┴───────────┴────────┘
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Output Status Breakdown:
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- Draft: 66 items
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- Review: 0 items
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- Approved: 16 items
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- Scheduled: 42 items
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- Published: 3 items
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```
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#### D. Run History Table (MOVED from Run Now page)
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**Card: "Automation Run History"**
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- Last 10-20 automation runs
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- Columns: Run ID, Trigger (Manual/Scheduled), Started, Duration, Status, Items Processed, Credits Used
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- Click row to see detailed breakdown (expand or modal)
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- Filter: All / Manual / Scheduled / Failed
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Example:
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```
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┌─────┬───────────┬──────────────┬──────────┬───────────┬───────────┬────────────┐
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│ ID │ Trigger │ Started │ Duration │ Status │ Processed │ Credits │
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├─────┼───────────┼──────────────┼──────────┼───────────┼───────────┼────────────┤
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│1234 │ Manual │ Jan 17 19:35 │ 12 min │ Completed │ 472 │ 945 │
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│1233 │ Scheduled │ Jan 17 19:35 │ 8 min │ Completed │ 234 │ 420 │
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│1232 │ Manual │ Jan 16 14:22 │ 15 min │ Failed │ 156 │ 280 │
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└─────┴───────────┴──────────────┴──────────┴───────────┴───────────┴────────────┘
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```
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**Technology:**
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- Reuse existing metrics loading logic from AutomationPage
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- Reuse RunHistory component
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- Add new API endpoint or extend existing: `/api/v1/automation/overview/`
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- Returns: metrics, cost estimation, last run details, run history
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### 2. Automation Pipeline Settings Page (NEW)
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**Route:** `/automation/pipeline-settings` or `/automation/settings`
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**Purpose:** Configure 7-stage automation pipeline (extract from ConfigModal)
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**Content:**
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- **Stage Processing Section** (7 checkboxes for stage enable/disable)
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- **Batch Sizes Section** (7 input fields for stage batch sizes)
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- **Timing Section**:
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- Within-stage delay
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- Between-stage delay
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- **Schedule Section**:
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- Enable/Disable toggle
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- Frequency dropdown (Daily/Weekly/Monthly)
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- Schedule time picker
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- **Save button** at bottom
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**Technology:**
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- Extract all content from ConfigModal component
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- Use same AutomationConfig API
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- Breadcrumb: "Automation / Pipeline Settings"
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- Site awareness: `useSiteStore().activeSite` (same as Run Now)
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### 3. Automation Run Now Page (SIMPLIFIED)
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**Route:** `/automation/run-now`
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**Purpose:** Manual automation execution with real-time progress
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**What STAYS:**
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- Compact Schedule & Controls Panel (header banner)
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- 7 Stage cards (showing pending/processed counts)
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- Stage 8 card (Scheduled card - see note below)
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- Processing card (when run is active)
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- Activity Log component
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- Run controls (Run Now, Pause, Resume buttons)
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**What MOVES to Overview:**
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- 5 Metric cards (Keywords, Clusters, Ideas, Tasks, Content)
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- Run History table
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**Stage 8 Consistency Update:**
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- Change card title from "Scheduled" to "Stage 8"
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- Right side text: "Approved → Scheduled" (consistent with other stages like "Review → Published")
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- Keep same layout as other stage cards
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### 4. Publish Settings Page (NEW)
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**Route:** `/publisher/publish-settings` or `/automation/publishing-settings`
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**Purpose:** Configure publishing automation and limits
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**Content (extracted from Sites/Settings.tsx Publishing tab):**
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- **Automation Card**:
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- Auto-Approval toggle
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- Auto-Publish toggle
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- **Limits Card**:
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- Daily publish limit
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- Weekly publish limit
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- Monthly publish limit
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- **Schedule Card**:
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- Publishing days (Mon-Sun checkboxes)
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- Time slots (multiple time pickers)
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- Timezone selector
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- **Save button** at bottom
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**Site Awareness Change:**
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- **OLD**: `/sites/:id/settings?tab=publishing` used URL param `siteId`
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- **NEW**: `/publisher/publish-settings` uses `useSiteStore().activeSite`
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- **BUG FIX**: Site selector will now only affect current view, not all sites globally
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**Placement Decision:**
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- **Location**: PUBLISHER dropdown (not AUTOMATION)
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- **Reasoning**: Publishing settings affect both manual publishing (Publish/Schedule page) and automation
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- **Benefit**: Centralized publishing configuration accessible from publisher workflow
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### 5. Account Settings Page (CONSOLIDATED)
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**Route:** `/account/settings` (single route, no sub-routes)
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**Purpose:** All account management in one place
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**Layout:** Single page with 3 cards in rows:
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1. **Account Info Card**
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- Account name
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- Timezone
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- Plan level
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- Billing status
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2. **Profile Card**
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- Name
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- Email
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- Avatar
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- Bio/Description
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3. **Team Card**
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- Team members list
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- Roles (Owner, Admin, Editor, Viewer)
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- Invite button
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- Remove member actions
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**Changes:**
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- Merge 3 pages into 1
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- Remove tab navigation
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- Remove sub-routes (`/account/settings/profile`, `/account/settings/team`)
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- Remove dropdown from sidebar
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### 6. Content Review & Publish/Schedule Pages (NO CHANGES)
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**Routes:** `/writer/review`, `/writer/approved`
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**Changes:** Just moved in sidebar to PUBLISHER section, pages unchanged
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### 7. Content Calendar (NO CHANGES)
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**Route:** `/publisher/content-calendar`
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**Changes:** Just moved in sidebar to PUBLISHER section, page unchanged
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---
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## System Analysis - Files Requiring Changes
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### CREATE NEW FILES (3):
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1. **`/frontend/src/pages/Automation/AutomationOverview.tsx`** - NEW comprehensive dashboard
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2. **`/frontend/src/pages/Automation/PipelineSettings.tsx`** - Extract from ConfigModal
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3. **`/frontend/src/pages/Publisher/PublishSettings.tsx`** - Extract from Sites/Settings.tsx
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### MODIFY EXISTING FILES (6):
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4. **`/frontend/src/pages/Automation/AutomationPage.tsx`** (Run Now)
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- Remove 5 metric cards (move to Overview)
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- Remove RunHistory component (move to Overview)
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- Remove ConfigModal (moved to PipelineSettings page)
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- Update "Stage 8" card title and label
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- Add link to Pipeline Settings
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- Keep stage cards, controls, activity log
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5. **`/frontend/src/pages/Sites/Settings.tsx`**
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- Remove "Publishing" from tabs array
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- Remove publishing settings state/loading
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- Remove loadPublishingSettings() function
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- Remove savePublishingSettings() function
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- Remove entire Publishing tab JSX (3 cards: Automation, Limits, Schedule)
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6. **`/frontend/src/pages/account/AccountSettingsPage.tsx`**
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- Merge Account + Profile + Team into single page
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- Remove tab navigation
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- Create 3-card layout
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- Remove sub-route handling
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7. **`/frontend/src/App.tsx`** - Update routes
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8. **`/frontend/src/layout/AppSidebar.tsx`** - Update menu structure
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9. **`/frontend/src/layout/AppHeader.tsx`** - Update site selector patterns
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### COMPONENTS TO REUSE:
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- **`RunHistory.tsx`** - Move to Overview page (already exists)
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- **`ConfigModal.tsx`** - Extract content to PipelineSettings page, then delete modal
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- **Metric cards** - Move JSX to Overview page
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---
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## Implementation Steps
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### Phase 1: Create Automation Overview Page (Priority 1)
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**Time: 3-4 hours**
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1. Create `AutomationOverview.tsx`
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2. Move 5 metric cards from AutomationPage
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3. Add cost estimation section (NEW)
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4. Add last run detailed breakdown (NEW)
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5. Move RunHistory component
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6. Add breadcrumb and header
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7. Test metrics loading
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8. Test with different site selections
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**API Requirements:**
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- May need new endpoint: `GET /api/v1/automation/overview/{site_id}/`
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- Returns: metrics, last_run_details, cost_estimation
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- Or extend existing metrics endpoint
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### Phase 2: Create Pipeline Settings Page (Priority 2)
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**Time: 1-2 hours**
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1. Create `PipelineSettings.tsx`
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2. Extract ConfigModal content
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3. Convert modal layout to page layout
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4. Add breadcrumb: "Automation / Pipeline Settings"
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5. Test config save/load
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6. Remove ConfigModal from AutomationPage
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7. Add "Settings" link in Run Now page header
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### Phase 3: Create Publish Settings Page (Priority 1 - Bug Fix)
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**Time: 2-3 hours**
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1. Create `PublishSettings.tsx`
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2. Extract Publishing tab content from Sites/Settings.tsx
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3. Change from URL-based siteId to store-based activeSite
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4. Update API calls to use activeSite.id
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5. Test site selector behavior (critical - verify bug is fixed)
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6. Remove Publishing tab from Sites/Settings.tsx
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### Phase 4: Simplify Run Now Page (Priority 2)
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**Time: 1 hour**
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1. Remove 5 metric cards
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2. Remove RunHistory component
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3. Update Stage 8 card:
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- Title: "Stage 8" (not "Scheduled")
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- Right label: "Approved → Scheduled"
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4. Add link to Pipeline Settings in header
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5. Keep everything else as-is
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### Phase 5: Consolidate Account Settings (Priority 3)
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**Time: 2 hours**
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1. Update AccountSettingsPage.tsx
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2. Merge 3 pages into 1
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3. Create 3-card layout
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4. Remove tab navigation
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5. Test all account functionality
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### Phase 6: Update Navigation (Priority 2)
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**Time: 1-2 hours**
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1. Update App.tsx routes
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2. Update AppSidebar.tsx menu structure
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3. Update AppHeader.tsx site selector patterns
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4. Test all navigation paths
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5. Verify breadcrumbs
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---
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## Updated Routes
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```tsx
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// Automation Routes
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<Route path="/automation" element={<Navigate to="/automation/overview" replace />} />
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<Route path="/automation/overview" element={<AutomationOverview />} />
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<Route path="/automation/pipeline-settings" element={<PipelineSettings />} />
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<Route path="/automation/run-now" element={<AutomationPage />} />
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// Publisher Routes
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<Route path="/writer/review" element={<Review />} /> // Moved in sidebar only
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<Route path="/writer/approved" element={<Approved />} /> // Moved in sidebar only
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<Route path="/publisher/publish-settings" element={<PublishSettings />} />
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<Route path="/publisher/content-calendar" element={<ContentCalendar />} />
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// Account Routes (consolidated)
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<Route path="/account/settings" element={<AccountSettingsPage />} />
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// Remove: /account/settings/profile, /account/settings/team
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```
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---
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## Updated Sidebar Structure
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```tsx
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// PUBLISHER Section (after WORKFLOW)
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{
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label: "PUBLISHER",
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items: [
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{
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icon: <CalendarIcon />,
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name: "Publisher",
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subItems: [
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{ name: "Content Review", path: "/writer/review" },
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{ name: "Publish / Schedule", path: "/writer/approved" },
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{ name: "Publish Settings", path: "/publisher/publish-settings" },
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{ name: "Content Calendar", path: "/publisher/content-calendar" },
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],
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},
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],
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},
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// AUTOMATION Section (after PUBLISHER)
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{
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label: "AUTOMATION",
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items: [
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{
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icon: <BoltIcon />,
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name: "Automation",
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subItems: [
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{ name: "Overview", path: "/automation/overview" },
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{ name: "Pipeline Settings", path: "/automation/pipeline-settings" },
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{ name: "Run Now", path: "/automation/run-now" },
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],
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},
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],
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},
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// ACCOUNT Section (updated)
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{
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label: "ACCOUNT",
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items: [
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{
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icon: <UserCircleIcon />,
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name: "Account Settings",
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path: "/account/settings", // No subItems
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},
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// ... rest of account items
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],
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},
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// HELP Section (updated)
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{
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label: "HELP",
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items: [
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{
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icon: <Bell />,
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name: "Notifications",
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path: "/account/notifications",
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},
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{
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icon: <DocsIcon />,
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name: "Help & Docs",
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path: "/help",
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},
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],
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},
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```
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---
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## Testing Checklist
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### Automation Pages:
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- [ ] Overview page loads with all metrics
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- [ ] Overview shows cost estimation correctly
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- [ ] Overview shows last run details with all stages
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- [ ] Overview run history table works
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- [ ] Pipeline Settings loads config
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- [ ] Pipeline Settings saves config
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- [ ] Run Now page simplified (no metrics, no history)
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- [ ] Run Now stage cards work
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- [ ] Run Now Stage 8 shows "Stage 8" and "Approved → Scheduled"
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- [ ] Run controls work (Run, Pause, Resume)
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### Publisher Pages:
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- [ ] Publish Settings loads from activeSite (not URL)
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- [ ] Publish Settings site selector changes only current view
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- [ ] Publish Settings saves correctly
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- [ ] Content Review accessible from Publisher menu
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- [ ] Publish/Schedule accessible from Publisher menu
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- [ ] Content Calendar accessible from Publisher menu
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### Account Page:
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- [ ] Account Settings shows all 3 cards
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- [ ] Account Info card works
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- [ ] Profile card works
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- [ ] Team card works
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- [ ] No broken sub-routes
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### Navigation:
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- [ ] All sidebar links work
|
|
- [ ] Breadcrumbs correct on all pages
|
|
- [ ] Site selector shows on correct pages
|
|
- [ ] Notifications in HELP section
|
|
- [ ] No 404 errors
|
|
|
|
---
|
|
|
|
## Risk Assessment
|
|
|
|
**LOW RISK:**
|
|
- Adding Overview page (new page, no breaking changes)
|
|
- Adding Pipeline Settings page (modal to page, same functionality)
|
|
- Moving sidebar items (just navigation reorganization)
|
|
- Moving Notifications menu item
|
|
|
|
**MEDIUM RISK:**
|
|
- Simplifying Run Now page (removing components, need careful testing)
|
|
- Consolidating Account Settings (merging pages)
|
|
- Stage 8 label changes (need to verify no hardcoded references)
|
|
|
|
**HIGH RISK:**
|
|
- **Moving Publish Settings from Sites to Publisher**
|
|
- Changes site awareness model (URL → store)
|
|
- Multiple API calls to refactor
|
|
- Critical bug fix that needs thorough testing
|
|
- **Removing Publishing tab from Sites Settings**
|
|
- Ensure no broken references in codebase
|
|
|
|
**MITIGATION:**
|
|
- Test Publish Settings thoroughly with site selector
|
|
- Keep backup of Sites/Settings.tsx Publishing tab
|
|
- Test all automation pages with real data
|
|
- Verify cost calculations are accurate
|
|
- Test with different credit balance scenarios
|
|
|
|
---
|
|
|
|
## Implementation Priority
|
|
|
|
### Must Have (Phase 1):
|
|
1. Automation Overview page - **Transparency & visibility**
|
|
2. Publish Settings page - **Bug fix**
|
|
3. Update Routes & Sidebar - **Navigation**
|
|
|
|
### Should Have (Phase 2):
|
|
4. Pipeline Settings page - **Better UX**
|
|
5. Simplify Run Now page - **Cleaner interface**
|
|
6. Stage 8 consistency - **Polish**
|
|
|
|
### Nice to Have (Phase 3):
|
|
7. Consolidate Account Settings - **Simplification**
|
|
8. Move Notifications to HELP - **Better organization**
|
|
|
|
---
|
|
|
|
## Estimated Timeline
|
|
|
|
- **Phase 1** (Must Have): 6-8 hours
|
|
- **Phase 2** (Should Have): 3-4 hours
|
|
- **Phase 3** (Nice to Have): 2-3 hours
|
|
- **Total**: 11-15 hours
|
|
|
|
**Can be split across multiple sessions:**
|
|
- Session 1: Overview page (3-4 hours)
|
|
- Session 2: Publish Settings + Navigation (3-4 hours)
|
|
- Session 3: Pipeline Settings + Run Now simplification (2-3 hours)
|
|
- Session 4: Account consolidation + Polish (2-3 hours)
|
|
|
|
---
|
|
|
|
## Ready to Begin?
|
|
|
|
**Status:** ✅ **Plan reviewed and updated with new requirements**
|
|
|
|
**Next Steps:**
|
|
1. Approve this plan
|
|
2. Start with Phase 1 (Automation Overview page)
|
|
3. Test thoroughly
|
|
4. Move to Phase 2
|
|
|
|
**Questions to confirm:**
|
|
1. Cost estimation logic - should we use existing estimate API or create new?
|
|
2. Last run details - extend existing API or create new endpoint?
|
|
3. Stage 8 - any other places where "Scheduled" label is used?
|
|
4. Account consolidation - any concerns about merging 3 pages?
|
|
|