igny8/to-do-s/PLAN-SITE-SELECTOR-SECTOR.md

Plan: Site & Sector Selector Configuration

Source: COMPREHENSIVE-AUDIT-REPORT.md - Section 1
Priority: High for Planner & Writer pages
Estimated Effort: 4-6 hours

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Objective

Ensure correct placement of Site Selector and Sector Selector across all pages based on data scope requirements.

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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)	❌	❌

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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: ❌

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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:

<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 →] │
└─────────────────────────────────────────┘

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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

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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

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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

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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