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wp-agentic-writer/IMPLEMENTATION_SUMMARY.md
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2026-01-28 00:26:00 +07:00

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Clarification Quiz Enhancement - Implementation Summary

Completed Backend Improvements ✅

1. Settings Configuration (includes/class-settings.php)

Added three new settings:

  1. Enable Clarification Quiz (Checkbox)

    • Default: true
    • Allows users to completely enable/disable the quiz

  2. Confidence Threshold (Select dropdown)

    • Options: 0.5 (Very Sensitive), 0.6 (Sensitive - Recommended), 0.7 (Balanced), 0.8 (Strict - Current), 0.9 (Very Strict)
    • Default: 0.6 (lowered from hardcoded 0.8)
    • Lower threshold = quiz appears more frequently

  3. Required Context Categories (Multi-select)

    • 7 categories: Target Outcome, Target Audience, Tone, Content Depth, Expertise Level, Content Type, POV
    • Default: All categories selected
    • Users can deselect categories they don't need

Files Modified:

  • class-settings.php:233 - Sanitization for enable checkbox
  • class-settings.php:246-256 - Sanitization for threshold and categories
  • class-settings.php:280-291 - Extract settings from database
  • class-settings.php:537-633 - Settings UI HTML

2. Enhanced System Prompt (includes/class-gutenberg-sidebar.php)

Updated the clarity check system prompt to:

  • Evaluate 7 context categories instead of 3 (topic, audience, scope)
  • Use configurable threshold from settings (no longer hardcoded 0.8)
  • Generate only predefined options - explicitly forbids open_text questions
  • Include category labels in questions for better UX
  • Calculate confidence by subtracting 15% per missing category

New Categories:

  1. target_outcome - Education/Marketing/Sales/Entertainment/Brand Awareness
  2. target_audience - Demographics, role, knowledge level
  3. tone - Formal/Casual/Technical/Friendly/Professional/Conversational
  4. content_depth - Quick Overview/Standard Guide/Detailed Analysis/Comprehensive
  5. expertise_level - Beginner/Intermediate/Advanced/Expert
  6. content_type - Tutorial/Opinion/Comparison/Listicle/Case Study/News Analysis
  7. pov - First Person/Third Person/Expert Voice/Neutral

Files Modified:

  • class-gutenberg-sidebar.php:1186-1213 - Settings integration in handle_check_clarity()
  • class-gutenberg-sidebar.php:1224-1268 - New system prompt
  • class-gutenberg-sidebar.php:1590-1673 - Same updates in private check_clarity_before_generation()

3. Fallback Helper Method

Created get_default_clarification_questions() method:

  • Provides 7 predefined question templates with curated options
  • Used when AI fails (API errors, JSON parse errors)
  • Respects user's category selection from settings
  • No more skipping the quiz on errors - always shows fallback questions

Question Templates Include:

  • Target outcome: 5 options (Education, Marketing, Sales, Entertainment, Brand Awareness)
  • Target audience: 5 options (General Public, Professionals, Customers, Users, Peers)
  • Tone: 5 options (Professional, Friendly, Technical, Casual, Formal)
  • Content depth: 4 options (Quick Overview, Standard Guide, Detailed Analysis, Comprehensive)
  • Expertise level: 4 options (Beginner, Intermediate, Advanced, Expert)
  • Content type: 6 options (Tutorial, Opinion, Comparison, Listicle, Case Study, News Analysis)
  • POV: 4 options (Third Person, First Person, Expert Voice, Neutral)

Files Modified:

  • class-gutenberg-sidebar.php:1687-1808 - New helper method

4. Improved Error Handling

Updated both clarity check methods to use fallback:

Before:

if ( is_wp_error( $response ) ) {
    return array( 'is_clear' => true, 'confidence' => 1.0, 'questions' => array() );
}

After:

if ( is_wp_error( $response ) ) {
    error_log( 'WP Agentic Writer: Clarity check API error - ' . $response->get_error_message() );
    return $this->get_default_clarification_questions( $topic );
}

Benefits:

  • Quiz still appears even when AI fails
  • Logs errors for debugging
  • Better user experience (doesn't silently skip context gathering)

Files Modified:

  • class-gutenberg-sidebar.php:1283-1311 - Error handling in handle_check_clarity()
  • class-gutenberg-sidebar.php:1677-1693 - Error handling in check_clarity_before_generation()

5. Clarification Answers Integration

Added clarification context to plan generation:

  • Extracts answers from request parameters
  • Formats answers by category with labels
  • Adds context section to AI prompt before generating outline
  • Respects skipped answers (excludes them from context)

Context Format in Prompt:

=== CONTEXT FROM CLARIFICATION QUIZ ===
- Primary Goal: Education - Teach something new
- Target Audience: General public / Beginners
- Tone of Voice: Friendly & Conversational
- Content Depth: Standard guide (800-1500 words)
- Expertise Level: Beginner - No prior knowledge
- Content Type: Tutorial / How-to guide
- Point of View: Third person (objective, "it", "they")
=== END CONTEXT ===

Files Modified:

  • class-gutenberg-sidebar.php:344-365 - Extract clarification answers in handle_generate_plan()
  • class-gutenberg-sidebar.php:470 - Added parameter to stream_generate_plan()
  • class-gutenberg-sidebar.php:496-530 - Build and format clarification context
  • class-gutenberg-sidebar.php:576 - Inject context into AI prompt

What Changed & Why It Matters

Problem Solved: Quiz Was Too Rare

Root Causes Fixed:

  1. ✅ Lowered threshold from 0.8 to 0.6 (configurable)
  2. ✅ More categories to check (7 instead of 3)
  3. ✅ Better fallback (no longer skips on errors)
  4. ✅ Strict confidence calculation (15% deduction per missing category)

Problem Solved: Lack of Context

Categories Added:

  • ✅ Target outcome (education/marketing/sales/etc)
  • ✅ Tone of voice (formal/casual/technical)
  • ✅ Content depth (overview/guide/analysis)
  • ✅ Expertise level (beginner/intermediate/advanced)
  • ✅ Content type (tutorial/opinion/how-to)
  • ✅ Point of view (first/third person/expert)

Problem Solved: User-Friendly Options

Improvements:

  • ✅ All questions use predefined options (no typing)
  • ✅ Users can configure which categories matter
  • ✅ Users can adjust sensitivity
  • ✅ Users can disable quiz entirely if desired

Pending Work (Optional)

Frontend Enhancements (assets/js/sidebar.js)

These are optional improvements to the user interface:

  1. Add category labels to question cards

    • Show emoji icons for each category (🎯 Goal, 👥 Audience, etc.)
    • Display category badges above questions

  2. Enhanced progress display

    • Show which categories are already clear
    • Display "Already know: Goal, Audience, Tone"
    • Better visual feedback on quiz progress

  3. Skip button for each question

    • Allow marking questions as "not applicable"
    • Prevents users from getting stuck on irrelevant questions

Note: The current frontend will work without these changes. The quiz will just look the same as before, but with better questions and more frequent appearance.

Testing Recommendations

Manual Testing Steps:

  1. Settings Page Test:

    • Go to Settings > WP Agentic Writer
    • Scroll to "Clarification Quiz" section (should be at the bottom)
    • Verify enable/disable toggle works
    • Change confidence threshold to different values
    • Select/deselect categories in multi-select
    • Save settings and verify persistence

  2. Vague Topic Test:

    • Enter very vague topic: "write about AI"
    • Verify quiz appears with multiple questions
    • All questions should have radio buttons (no text inputs)
    • Complete quiz and verify plan reflects answers

  3. Specific Topic Test:

    • Enter detailed topic with all context
    • Verify quiz doesn't appear (or only asks for truly missing info)

  4. Threshold Test:

    • Set threshold to 0.5 (Very Sensitive)
    • Enter "SEO tips"
    • Verify quiz appears
    • Set threshold to 0.9 (Very Strict)
    • Enter same topic
    • Verify quiz doesn't appear

  5. Category Filter Test:

    • Uncheck some categories in settings
    • Enter vague topic
    • Verify quiz only asks for checked categories

  6. Settings Disable Test:

    • Uncheck "Enable Clarification Quiz"
    • Enter vague topic
    • Verify quiz never appears

  7. API Failure Test:

    • Use invalid API key
    • Enter vague topic
    • Verify fallback questions appear (not error or skip)

  8. Plan Integration Test:

    • Complete quiz with specific answers
    • Generate plan
    • Verify plan structure matches quiz answers (e.g., if you selected "Tutorial - How-to guide", the plan should be tutorial-style)

Configuration Examples

Example 1: Marketing Blog

Settings:

  • Confidence Threshold: 0.6 (Sensitive)
  • Required Categories: Target Outcome, Target Audience, Tone, Content Type

Result: Quiz will ask 4 focused questions about marketing goals and audience.

Example 2: Technical Documentation

Settings:

  • Confidence Threshold: 0.5 (Very Sensitive)
  • Required Categories: All categories

Result: Comprehensive quiz covering all 7 categories to ensure technical accuracy.

Example 3: Quick Blog Posts

Settings:

  • Confidence Threshold: 0.8 (Strict)
  • Required Categories: Target Audience, Tone

Result: Minimal quiz, only appears when very unclear. Fast workflow.

Database Migration

No database migration needed. All settings use WordPress options API with sensible defaults:

// New settings with defaults
$settings['enable_clarification_quiz'] = true;
$settings['clarity_confidence_threshold'] = '0.6';
$settings['required_context_categories'] = array(
    'target_outcome',
    'target_audience',
    'tone',
    'content_depth',
    'expertise_level',
    'content_type',
    'pov',
);

Settings will be created automatically on first save.

Rollback Plan

If issues occur, revert in this order:

  1. Revert settings changes in class-settings.php

    • Lines 233, 246-256, 280-291, 537-633

  2. Revert system prompt in class-gutenberg-sidebar.php

    • Restore original 3-criteria check (topic, audience, scope)
    • Restore hardcoded 0.8 threshold

  3. Revert fallback method

    • Remove get_default_clarification_questions() method
    • Restore "assume clear" error handling

  4. Revert clarification integration

    • Remove $clarification_answers parameter
    • Remove context building code

Success Metrics

✅ Settings UI - 3 new fields with proper sanitization ✅ Configurable threshold - Dynamic value from settings (0.6 default) ✅ 7 context categories - Expanded from 3 ✅ Predefined options only - No open_text questions ✅ Fallback questions - Works even when AI fails ✅ Plan integration - Clarification answers inform article structure ✅ Error logging - All errors logged for debugging ✅ Backward compatible - No breaking changes to existing functionality

Next Steps

The backend implementation is complete and functional. The clarification quiz will now:

  1. ✅ Appear more frequently (60% threshold vs 80%)
  2. ✅ Ask better questions with predefined options
  3. ✅ Gather comprehensive context (7 categories)
  4. ✅ Use fallback when AI fails
  5. ✅ Pass answers to plan generation for better articles

Optional frontend enhancements can be added later for improved UX, but are not required for the system to work.

Files Modified Summary

  1. includes/class-settings.php

    • Added 3 new settings fields
    • Added sanitization rules
    • Added settings UI section

  2. includes/class-gutenberg-sidebar.php

    • Updated system prompt in 2 methods
    • Added fallback helper method (140 lines)
    • Improved error handling
    • Integrated clarification answers into plan generation
    • Added settings integration

Total Lines Added: ~350 lines Total Lines Modified: ~100 lines

No new files created. All changes are backward compatible.