How harolducon-omc/categorizaromc works
Insights Studio is a React/FastAPI research platform for uploading survey data, categorizing open-ended answers, reviewing results and exporting reports; it also provides standalone and study-integrated Awareness analysis. The main workflow runs from authenticated study upload through question-level categorization and review to frequencies, segment comparisons, insights and Excel export. PostgreSQL persists studies and results. The README documents capabilities whose implementation was not sampled; those branches are shown as documented, with source-level evidence limits kept explicit.
Main entry points: classifications.py Classification routes · main.py FastAPI application · api.ts API client · App.tsx Insights Studio UI
Components 29
User interface
- Insights Studio UI
frontend/src/App.tsx - API client
frontend/src/api.ts - Sign-in screen
frontend/src/pages/AuthPage.tsx - Categorization workflow
frontend/src/CategorizeWorkflow.tsx - Dashboard review
frontend/src/pages/DashboardPage.tsx - Study Awareness UI
frontend/src/pages/AwarenessIntegrated.tsx
Accounts and policy
- Authentication routes
backend/app/routers/auth.py - Account management
backend/app/accounts.py - Security policies
backend/app/policies.py
Studies and storage
- Study routes
backend/app/routers/studies.py - Import and study service
backend/app/services.py - PostgreSQL
Classification and insights
- Classification routes
backend/app/routers/classifications.py - Open-answer coding
backend/core/coding.py - Brand catalog
backend/core/brands.py - LLM providers
backend/core/llm.py - Quality review
backend/core/quality.py - Insights and segments
backend/core/insights.py - Excel exports
backend/core/export.py
Awareness analysis
- Standalone Awareness UI
frontend/src/AwarenessStandalone.tsx - Standalone Awareness routes
backend/app/awareness_flex.py - Flexible Awareness engine
backend/core/awareness_flex.py - Awareness calculations
backend/core/awareness.py - Study Awareness routes
backend/app/routers/study_awareness.py
Help and administration
- Help assistant
backend/core/help_assistant.py - Help knowledge base
backend/core/help_kb.py - Admin routes
backend/app/routers/admin.py - FastAPI application
backend/app/main.py
Other components
- Researcher
Connections 33
- Researcher → Insights Studio UI: uses
- Insights Studio UI → Sign-in screen: opens
frontend/src/App.tsx - Insights Studio UI → API client: calls
frontend/src/App.tsx - Sign-in screen → API client: submits credentials
frontend/src/pages/AuthPage.tsx - Categorization workflow → API client: requests operations
- Dashboard review → API client: requests results
frontend/src/pages/DashboardPage.tsx - Study Awareness UI → API client: requests analysis
frontend/src/pages/AwarenessIntegrated.tsx - API client → FastAPI application: sends HTTP requests
frontend/src/api.ts - FastAPI application → Authentication routes: registers
backend/app/main.py - FastAPI application → Study routes: registers
backend/app/main.py - FastAPI application → Classification routes: registers
backend/app/main.py - FastAPI application → Study Awareness routes: registers
backend/app/main.py - FastAPI application → Standalone Awareness routes: registers
backend/app/main.py - FastAPI application → Admin routes: registers
backend/app/main.py - Authentication routes → Account management: uses
backend/app/routers/auth.py - Authentication routes → Security policies: checks policy
backend/app/routers/auth.py - Study routes → Import and study service: creates studies
backend/app/routers/studies.py - Import and study service → PostgreSQL: persists rows
backend/app/services.py - Classification routes → Open-answer coding: classifies responses
backend/app/routers/classifications.py - Classification routes → PostgreSQL: saves results
backend/app/routers/classifications.py - Classification routes → Brand catalog: uses catalog
backend/app/routers/classifications.py - Open-answer coding → LLM providers: requests completion
backend/core/coding.py - Classification routes → Quality review: provides quality review
backend/app/routers/classifications.py - Classification routes → Insights and segments: provides insights
backend/app/routers/classifications.py - Classification routes → Excel exports: provides exports
backend/app/routers/classifications.py - Standalone Awareness UI → Standalone Awareness routes: uses service
- Standalone Awareness routes → Flexible Awareness engine: runs analysis
- Flexible Awareness engine → Awareness calculations: uses calculations
backend/core/awareness_flex.py - Study Awareness routes → Awareness calculations: uses calculations
- Insights Studio UI → Help assistant: offers assistant
- Help assistant → Help knowledge base: uses knowledge
- Admin routes → Security policies: manages policy
backend/app/routers/admin.py - LLM providers → Researcher: calls AI providers