9.1 KiB
Section 2: SETUP Modules - Audit & Action Plan
Date: December 27, 2025
Status: Finalized for Implementation
Scope: Add Keywords, Content Settings, Sites (Thinker excluded - admin only)
2.1 Add Keywords
Route: /setup/add-keywords
File: pages/Setup/AddKeywords.tsx
Current Functionality
- Browse pre-populated seed keywords from global database (admin-imported CSV)
- Filter by active site's industry/sector
- Bulk select and add keywords to Planner workflow
- Tracks which keywords are already added
- Filters: Search, Country, Difficulty
Important Clarification
- This page: Browse/select from global seed keyword database only
- Manual keyword entry: Available in Planner/Keywords page (user's own workflow), NOT here
- Keyword imports: Admin-only via backend admin panel
Issues to Address
| # | Issue | Priority | Action |
|---|---|---|---|
| 1 | Sector requirement unclear | High | Add tooltip/message explaining why buttons are disabled when no sector is selected |
| 2 | No "already added" filter | Medium | Add filter toggle: "Show not-yet-added only" |
| 3 | No "Next Step" CTA | High | Add button after keywords added: "Next: Plan Your Content →" linking to Planner |
| 4 | No keyword count summary | Medium | Display: "X keywords in your workflow • Y available to add" |
| 5 | Import/manual add buttons exist | High | Remove any UI elements for importing or manually adding keywords - this is global DB, read-only for users |
| 6 | No Keyword Research indication | Low | Add small teaser text: "Looking for more keywords? Keyword Research coming soon" (user-friendly, non-technical wording) |
Implementation Notes
For Issue #1 (Sector requirement):
- When buttons are disabled, show tooltip: "Please select an industry and sector in your Site Settings to browse relevant keywords"
- Consider linking directly to Site Settings
For Issue #3 (Next Step CTA):
- Button should appear after user has added at least 1 keyword
- Route to
/planner/keywords
For Issue #5 (Remove import/add):
- Audit the page for any "Import Keywords" or "Add Custom Keyword" buttons
- Remove from UI completely
- Keywords only come from admin-imported global database
2.2 Content Settings
Route: /account/content-settings
File: pages/account/ContentSettingsPage.tsx
Tabs: Content Generation, Publishing, Image Settings
Current Functionality
- Content Generation Tab: Append to prompt, default tone, default length
- Publishing Tab: Auto-publish toggle, keep updated toggle
- Image Settings Tab: Quality, style, sizes, format (DALL-E 2/3/Runware)
Current State
- ⚠️ Content Generation: Shows "saved" but does NOT persist (TODO in code)
- ⚠️ Publishing: Shows "saved" but does NOT persist (no backend API)
- ✅ Image Settings: Works correctly (has API integration)
Issues to Address
| # | Issue | Priority | Action |
|---|---|---|---|
| 1 | Content Generation NOT PERSISTED | 🔴 Critical | Implement backend API endpoint to save Content Generation settings |
| 2 | Publishing NOT PERSISTED | 🔴 Critical | Implement backend API endpoint - simple toggle for auto-publish (true/false) |
| 3 | False "saved" confirmation | 🔴 Critical | Fix after #1 and #2 - currently misleads users |
Implementation Notes
For Issue #1 (Content Generation API):
- Fields to persist: append_to_prompt, default_tone, default_length
- Should save at account level (global, not per-site)
For Issue #2 (Publishing API):
- Simple boolean toggle: auto_publish (true/false)
- When true: content automatically publishes to WordPress after generation
- When false: content stays in Review status for manual publishing
Not Needed for Launch:
- Per-site content settings
- Thinker prompts connection explanation (handled via shortcodes in prompts)
2.3 Sites
Route: /sites
Files: pages/Sites/List.tsx, pages/Sites/SiteSettings.tsx, pages/Sites/SiteDashboard.tsx
Tabs (Site Settings): General, Integrations, Content Types
Current Functionality
- List all sites with filtering (search, type, hosting, status)
- Create sites via WorkflowGuide (requires industry + sectors)
- Activate/deactivate sites
- Navigate to site dashboard, content, settings
- Settings: Name, URL, SEO, WordPress integration, content type mapping
What Sites Module Should Be (Launch Scope)
- Connect/manage WordPress sites for content publishing
- Configure WordPress integration (API credentials)
- Set active site for content workflow
- Industry/sector selection (for keyword filtering)
Issues to Address
A. Fix/Improve (From Audit)
| # | Issue | Priority | Action |
|---|---|---|---|
| 1 | Dashboard stats are mock data | Medium | Implement real site statistics endpoint OR remove stats display |
| 2 | No inline editing | Low | Add inline edit for site name from list view |
| 3 | No site cloning | Low | Add "Duplicate Site" action to copy configuration |
| 4 | No bulk operations | Low | Add bulk activate/deactivate/delete |
| 5 | Complex site creation flow | High | Allow site creation without requiring industry/sector upfront |
| 6 | Integration tab default after creation | Medium | Default to General tab, not Integrations (less confusing for non-technical users) |
| 7 | No setup progress indicator | High | Add visual checklist showing what's configured vs pending (see below) |
B. Remove (Legacy Site Builder)
| # | Issue | Priority | Action |
|---|---|---|---|
| 8 | Site Builder legacy pages | High | Remove all frontend pages/components related to site builder feature |
| 9 | WordPress content fetching | High | Remove code that fetches existing content FROM WordPress (only IGNY8-generated content should exist) |
| 10 | Duplicate Manage.tsx | High | Delete pages/Sites/Manage.tsx - redundant with List.tsx |
| 11 | Backend site builder code | High | Remove backend APIs/models related to site builder and external content fetching |
Setup Completion Checklist (New Feature)
Display this checklist on Site card or Site Dashboard to guide users:
Site Setup Progress
───────────────────
☑ Site created
☐ Industry/Sectors selected
☐ WordPress integration configured (or skipped)
☐ Keywords added
☐ Content settings configured
[Complete Setup →]
Implementation Notes:
- Show on each site card in list view (compact version)
- Show expanded on Site Dashboard
- Each item links to relevant settings page
- "Complete Setup" button goes to first incomplete item
- When all complete, show "✓ Ready to create content"
2.4 SETUP Cross-Module Issues
| # | Issue | Priority | Action |
|---|---|---|---|
| 1 | No guided flow | High | After completing setup tasks, guide user to start content workflow (link to Planner) |
| 2 | Scattered settings | Medium | Document where settings live; consider consolidation in future |
| 3 | No onboarding checklist | High | Implement Setup Completion Checklist (see 2.3 above) |
Summary
Total Issues by Section
| Section | Critical | High | Medium | Low | Total |
|---|---|---|---|---|---|
| 2.1 Add Keywords | 0 | 3 | 2 | 1 | 6 |
| 2.2 Content Settings | 3 | 0 | 0 | 0 | 3 |
| 2.3 Sites | 0 | 6 | 2 | 3 | 11 |
| 2.4 Cross-Module | 0 | 2 | 1 | 0 | 3 |
| TOTAL | 3 | 11 | 5 | 4 | 23 |
Critical Items (Must Fix)
- Content Settings - Content Generation tab not saving → Implement backend API
- Content Settings - Publishing tab not saving → Implement backend API
- Content Settings - False "saved" message → Fix after APIs implemented
High Priority Items
- Add Keywords - Sector requirement tooltip
- Add Keywords - Next Step CTA to Planner
- Add Keywords - Remove import/manual add buttons
- Sites - Allow simpler site creation flow
- Sites - Add Setup Completion Checklist
- Sites - Remove Site Builder legacy code (frontend)
- Sites - Remove WordPress content fetching code
- Sites - Delete duplicate Manage.tsx
- Sites - Remove Site Builder backend code
- Cross-Module - Guided flow after setup
- Cross-Module - Onboarding checklist implementation
Files to Delete
| File | Reason |
|---|---|
pages/Sites/Manage.tsx |
Duplicate of List.tsx |
| Site Builder related pages | Legacy feature removed |
| Site Builder related components | Legacy feature removed |
Files to Modify
| File | Changes |
|---|---|
pages/Setup/AddKeywords.tsx |
Add tooltip, filter, CTA, count summary, remove import buttons, add teaser |
pages/account/ContentSettingsPage.tsx |
Connect to new backend APIs |
pages/Sites/List.tsx |
Add setup checklist, inline edit, bulk operations |
pages/Sites/SiteSettings.tsx |
Default to General tab |
pages/Sites/SiteDashboard.tsx |
Fix mock stats, add setup checklist |
Backend Work Required
| Area | Work |
|---|---|
| Content Settings API | Create endpoints for Content Generation and Publishing settings |
| Site Statistics API | Implement real stats OR remove from frontend |
| Cleanup | Remove Site Builder and content fetching APIs/models |