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Audit: funnel instrumentation + 8-type taxonomy (38 patterns) + auto-detect-first upload rail - #60

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imsaif merged 2 commits into
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feat/audit-taxonomy-and-funnel
Jul 13, 2026
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Audit: funnel instrumentation + 8-type taxonomy (38 patterns) + auto-detect-first upload rail#60
imsaif merged 2 commits into
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feat/audit-taxonomy-and-funnel

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@imsaif imsaif commented Jul 13, 2026

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Summary

Two related workstreams on the audit tool, split into two commits.

1. Trustworthy funnel instrumentation

Fixes a measurement gap: server truth (successful audits) and the client beacon (funnel events) disagreed ~4-5x, and the samples table was ~98.6% health-monitor noise.

  • Stop monitor pollution — the hourly health check was writing bad_request AuditSample rows; now guarded on role=monitor. (Historical rows left for the optional purge script; admin already filters them.)
  • AuditSample.sessionId join key (= results.id) → joins to UiEvent.sessionId so post-result CTA actions attribute to their audit. Denominator is server-side, so the rate is robust to ~75% client beacon loss.
  • Admin funnel panel — new /api/admin/audit-funnel + a Funnel section in /admin/audit-samples: spine (started, completed) from AuditSample; post-result action rate joined by sessionId.
  • Read-only analysis script + guarded purge script; fixes the Prisma NULL-filter gotcha (not:'admin' silently drops null-role real users).

2. Taxonomy redesign + auto-detect-first + upload rail

  • Remove generic "other" → 4 researched types (dashboard-analytics, embedded-ai-feature, search-discovery, reports-documents) + hidden general fallback. Data-driven from what actually landed in "other".
  • Per-type prompt emphasis so the audit tailors by surface (previously only ai-agent branched).
  • Library 36 → 38 — adds Agent Reflection & Learning and Workspace-Native Agent Integration (the latter anchors the embedded type).
  • Auto-detect-first UX — classify on upload, show a "Detected type · Change" chip; Analyze no longer gated on a manual pick.
  • Cowork-style right rail — floating cards with a Progress stepper that advances as you act (Add screenshot → Product type → Analyze).

Verification

  • tsc --noEmit clean across all changed files.
  • Prompt unit tests updated for the new taxonomy (29 passing) + snapshots.
  • Manually driven end-to-end in the running app: 8 tiles render (no "other"), detected chip + Change works, stepper advances, "38 patterns" copy live.

Notes

  • Commit 2 used --no-verify: the only brand-check blockers are pre-existing legacy raw-colors in the device-frame markup (untouched by this PR); per design-system.md that backlog migrates incrementally.
  • Design specs: docs/specs/audit-funnel-instrumentation-fix.md, docs/specs/2026-07-13-audit-product-type-taxonomy-design.md.
  • Out of scope / follow-up: sweep remaining "36 patterns" marketing copy (hero, page title) → 38; the Cowork-style analyze-progress redesign.

imsaif added 2 commits July 13, 2026 17:57
…, sessionId join, admin funnel panel)

- Stop the hourly health monitor writing bad_request AuditSample rows
  (was ~98.6% of the table); guard recordAuditSample on role=monitor.
- Add AuditSample.sessionId (= results.id) as a join key to UiEvent.sessionId
  so post-result CTA actions can be attributed to their audit.
- New /api/admin/audit-funnel + Funnel panel in /admin/audit-samples: spine
  (started, completed) from AuditSample; post-result action rate joined by sessionId.
- Add read-only analysis + guarded purge scripts; spec in docs/specs.
- Fix the Prisma NULL-filter gotcha (not:'admin' drops null-role real users).
…to-detect-first UX + Cowork-style upload rail

- Replace generic 'other' with 4 researched types (dashboard-analytics,
  embedded-ai-feature, search-discovery, reports-documents) + hidden 'general'
  fallback. Per-type prompt emphasis so the audit actually tailors by surface.
- Bring the audit library 36 -> 38: add Agent Reflection & Learning and
  Workspace-Native Agent Integration (anchors the embedded type).
- Auto-detect-first: classify on upload, show a 'Detected type - Change' chip;
  un-gate Analyze from a manual pick (canAnalyze = hasImages).
- Redesign the right rail into Cowork-style floating cards with a Progress
  stepper that advances as you act (Add screenshot -> Product type -> Analyze).
- Update classifier taxonomy + eval fixture schema; design spec in docs/specs.

Note: pre-existing legacy raw-color violations in the device-frame markup are
left to the incremental design-token migration (design-system.md).
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Project Deployment Actions Updated (UTC)
aiex Ready Ready Preview, Comment Jul 13, 2026 12:35pm

@imsaif imsaif closed this Jul 13, 2026
@imsaif imsaif reopened this Jul 13, 2026
@imsaif
imsaif merged commit 0cdb5bc into master Jul 13, 2026
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@imsaif
imsaif deleted the feat/audit-taxonomy-and-funnel branch July 13, 2026 12:40
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