Marketing Firm Content Management System - Status & Next Steps

📋 Current Status

✅ Completed Features

1. Database Schema & Models

2. Backend Services

3. Enhanced UI Features

4. Core Functionality

🔄 In Progress

1. Content Approval Workflow

⏳ Pending Implementation

1. API Endpoints

2. UI Modals & Forms

3. Advanced Features

4. Integration Features

🚀 Next Steps Priority Order

Phase 1: Core API Implementation (High Priority)

  1. Create API endpoints for all new services
  2. Update existing chat routes to include marketing firm data
  3. Test API endpoints with sample data
  4. Integrate with existing folder system

Phase 2: UI Enhancement (High Priority)

  1. Complete modal implementations for client/project creation
  2. Add status update functionality to conversation cards
  3. Implement content template selection in chat interface
  4. Add tag management interface

Phase 3: Workflow Integration (Medium Priority)

  1. Connect content creation to project/client assignment
  2. Implement approval workflow with notifications
  3. Add bulk operations for content management
  4. Create content analytics dashboard

Phase 4: Advanced Features (Low Priority)

  1. Add team collaboration features
  2. Implement content performance metrics
  3. Add advanced search filters
  4. Create content export functionality

🛠 Technical Implementation Details

Database Schema

-- Core marketing firm tables
clients (id, name, company, email, phone, industry, notes, is_active, created_at, updated_at)
projects (id, client_id, name, description, project_type, status, start_date, end_date, budget, is_active, created_at, updated_at)
content_templates (id, name, description, content_type, template_prompt, variables, is_active, created_at, updated_at)
content_status (id, conversation_id, project_id, status, content_type, assigned_to, review_notes, due_date, published_at, created_at, updated_at)
content_tags (id, name, color, description, is_active, created_at)
conversation_tags (id, conversation_id, tag_id, created_at)

Service Architecture

services/
├── client_service.py          # Client management
├── content_template_service.py # Template management
├── content_status_service.py   # Approval workflow
├── content_tag_service.py      # Tag management
├── hybrid_search_service.py    # Search functionality
├── embedding_service.py        # Vector embeddings
└── chunking_service.py         # Content chunking

API Endpoints Structure

/api/clients                    # Client CRUD operations
/api/projects                   # Project CRUD operations
/api/content-templates          # Template management
/api/content-status             # Status workflow
/api/content-tags               # Tag management
/api/content-status/summary     # Status analytics

📊 Key Features Comparison

Feature ChatGPT Our System
Basic Folders ✅ ✅
Drag & Drop ✅ ✅
Client Organization ❌ ✅
Project Management ❌ ✅
Content Templates ❌ ✅
Approval Workflow ❌ ✅
Status Tracking ❌ ✅
Tagging System ❌ ✅
Team Collaboration ❌ ✅
Content Analytics ❌ ✅
Hybrid Search ❌ ✅
Vector Embeddings ❌ ✅

🎯 Success Metrics

Immediate Goals

Short-term Goals

Long-term Goals

🔧 Development Environment

Current Setup

Dependencies

📝 Notes

Architecture Decisions

  1. Hybrid Search: Combines keyword (FTS5) and semantic (FAISS) search for best results
  2. Chunking Strategy: Breaks conversations into searchable chunks for granular search
  3. Status Workflow: Simple but effective draft → review → approved → published flow
  4. Tagging System: Flexible many-to-many relationship for content categorization

Future Considerations

  1. Scalability: Consider PostgreSQL for production
  2. Caching: Add Redis for frequently accessed data
  3. Notifications: Implement real-time updates
  4. Mobile: Consider responsive design improvements
  5. API Rate Limits: Monitor OpenAI API usage

Last Updated: September 4, 2025 Status: Phase 1 - Core API Implementation Next Milestone: Complete API endpoints and basic UI integration