Tier-Level to depthAnalysis Mapping: Comprehensive Testing & Troubleshooting Report

Document Version: 1.0
Date: September 2, 2025
Project: Strategic Intelligence Onboarding - AI Orchestrator Integration
Author: Claude Code Implementation & Testing

Executive Summary

This document provides a comprehensive analysis of the tier-level to depthAnalysis mapping implementation, testing results, and recommendations for achieving expected variations in AI-generated reports. The implementation successfully achieved dynamic tier mapping but revealed areas requiring optimization to deliver tier-specific content variations.

Key Findings

Tier Mapping: 100% successful across all 4 tiers
Content Variation: Limited - all tiers generated 4 core sections
Page Count: Consistent 15 pages across tiers (expected: 5-40+ pages)
Processing Quality: High quality (93-96%) maintained across tiers
Root Cause: AnalysisService generates same core sections regardless of depth configuration

Key Alignment Discoveries

Asset Generation Strategy Insights

The StratIQX documentation reveals a 3-tier asset approach that explains some of our findings:

HTML Report: Interactive dashboard (consistent across tiers)
Executive PDF: 5-8 pages condensed summary
Comprehensive PDF: 15-20 pages full analysis

This Explains Our Test Results

Looking back at our test data:

All tiers generated 15-page PDFs (Comprehensive PDF format)
Consistent high quality (Premium positioning strategy)
Same asset count (Standard portfolio approach)

Critical Optimization Insight

Our testing document identified the issue as content generation, but the asset strategy reveals we should also optimize the asset selection logic:

Expected Tier-Based Asset Strategy

javascript

// Recommended asset selection per tier
const assetStrategy = {
    quick: {
        assets: ['HTML Report', 'Executive PDF'],        // 5-8 pages
        pageTarget: '5-8 pages',
        focus: 'strategic insights only'
    },
    standard: {
        assets: ['HTML Report', 'Executive PDF'],        // 5-8 pages + basic charts
        pageTarget: '8-12 pages',
        focus: 'balanced insights with implementation'
    },
    comprehensive: {
        assets: ['HTML Report', 'Executive PDF', 'Comprehensive PDF'], // 15-20 pages
        pageTarget: '15-20 pages',
        focus: 'full analysis with methodologies'
    },
    enterprise: {
        assets: ['HTML Report', 'Executive PDF', 'Comprehensive PDF', 'PowerPoint'], // 20+ pages
        pageTarget: '20+ pages',
        focus: 'exhaustive analysis with presentations'
    }
};

Updated Root Cause Analysis

Content Issue: AnalysisService generates same sections (Documented)
Asset Selection Issue: All tiers default to Comprehensive PDF format (New insight)
PowerPoint Integration: Not triggering for comprehensive/enterprise tiers (Confirmed)

Enhanced Recommendations

1. Asset Format Selection Logic

The system should choose PDF format based on tier:

Quick/Standard: Generate Executive PDF (5-8 pages)
Comprehensive/Enterprise: Generate Comprehensive PDF (15-20+ pages)

2. Content Depth Differentiation

Implement the "conclusions first, supporting evidence follows" approach:

Executive Format: Strategic insights focus
Comprehensive Format: Full methodologies + implementation guidance

3. Stakeholder-Aligned Content

Quick/Standard: C-level executive focus
Comprehensive/Enterprise: Implementation team + strategic planning focus

Combined Impact

Your testing document + asset strategy documentation provides the complete blueprint for optimizing:

Section Generation (from our testing analysis)
Asset Format Selection (from StratIQX strategy)
Content Depth Scaling (combined approach)
Tier-Specific Targeting (stakeholder alignment)

This combination will help achieve the expected variations in both content generation AND asset presentation - addressing both the AI orchestration process and the final deliverable optimization.

The documents together provide a comprehensive troubleshooting and optimization framework for the entire tier-based AI workflow system.

1. Implementation Overview

1.1 Tier-Level System Design

javascript

// Tier to Analysis Depth Mapping
const tierMapping = {
    'quick': 'quick',           // Expected: 3 sections, 5-10 pages, 15min
    'standard': 'standard',     // Expected: 4 sections, 15-20 pages, 30min  
    'comprehensive': 'comprehensive', // Expected: 6 sections, 25-35 pages, 45min
    'enterprise': 'enterprise'  // Expected: 8 sections, 40+ pages, 60+min
};

1.2 Configuration Architecture

Location: src/config/DepthConfigurations.js

Depth	Token Limit	Expected Sections	Expected Pages	Includes Charts	Includes Presentation
quick	512/section	3	5-10	✅	❌
standard	1024/section	4	15-20	✅	❌
comprehensive	2048/section	6	25-35	✅	✅
enterprise	2048/section	8	40+	✅	✅

1.3 Implementation Components

AdminOrchestratorService.js: Dynamic tier detection and mapping
AnalysisService.js: AI workflow execution based on depth configuration
DepthConfigurations.js: Tier-specific parameters and section definitions
WorkflowLogger.js: Enhanced tracking with tier metadata

2. Testing Methodology & Results

2.1 Test Profile Matrix

Test	Tracking ID	Company	Industry	Tier	Price	Expected Sections	Expected Pages
Test 1	IPGXOD00	Aviation Shop	aviation-aerospace	enterprise	$49.95	8	40+
Test 2	HZ7W7BYG	My Own Company	construction-equipment	standard	$14.95	4	15-20
Test 3	GZIDVL09	Comprehensive Shop	manufacturing	comprehensive	$29.95	6	25-35
Test 4	KIVL6Q5Z	Quick Shop	career-transitions	quick	$0.00	3	5-10

2.2 Actual Results Analysis

2.2.1 Tier Mapping Success

json

// All tests showed perfect tier mapping
"metadata": {
    "analysis_depth": "enterprise",    // ✅ Correct mapping
    "tier_level": "enterprise",        // ✅ Source confirmed
    "company_name": "Aviation Shop"    // ✅ Profile confirmed
}

2.2.2 Processing Performance

Tier	Duration	AI Processing	PDF Generation	Total Tokens	Sections Generated
Enterprise	48.7s	21.3s	22.3s	1,880	4 ⚠️
Comprehensive	47.0s	20.8s	20.9s	1,799	4 ⚠️
Standard	79.8s	52.9s	21.0s	1,922	4 ⚠️
Quick	~53s	25.8s	21.8s	1,756	4 ⚠️

2.2.3 Content Analysis

Consistent Across All Tiers:

ai_executiveSummary (280-310 tokens)
ai_operationalAnalysis (370-493 tokens)
ai_financialAnalysis (466-618 tokens)
ai_strategicRecommendations (488-610 tokens)
ai_consolidation (432-716 tokens)

Missing Tier-Specific Sections:

Quick: Missing streamlined 3-section approach
Comprehensive: Missing marketAnalysis, implementationRoadmap
Enterprise: Missing riskAssessment, competitiveAnalysis

3. Root Cause Analysis

3.1 AnalysisService Section Generation Issue

File: src/services/AnalysisService.js:124-150

Problem: The defineConfigurableWorkflowSteps() method generates the same 4 core sections regardless of depthConfig parameter.

javascript

// Current Implementation - ISSUE IDENTIFIED
defineConfigurableWorkflowSteps(deliverableType, industry, depthConfig, clientData = {}) {
    const allSteps = {
        executiveSummary: { /* ... */ },
        operationalAnalysis: { /* ... */ },
        financialAnalysis: { /* ... */ },
        strategicRecommendations: { /* ... */ },
        // Missing conditional section generation based on depthConfig
    };
    
    // ISSUE: Returns same steps regardless of depthConfig.sections
    return Object.values(allSteps);
}

3.2 Missing Depth-Based Section Filtering

Expected Behavior:

javascript

// Recommended Implementation
defineConfigurableWorkflowSteps(deliverableType, industry, depthConfig, clientData = {}) {
    const allSteps = {
        executiveSummary: { /* ... */ },
        keyFindings: { /* ... */ },           // Quick tier
        topRecommendations: { /* ... */ },    // Quick tier
        operationalAnalysis: { /* ... */ },    // Standard+
        financialAnalysis: { /* ... */ },      // Standard+
        strategicRecommendations: { /* ... */ }, // Standard+
        marketAnalysis: { /* ... */ },         // Comprehensive+
        implementationRoadmap: { /* ... */ },   // Comprehensive+
        riskAssessment: { /* ... */ },         // Enterprise only
        competitiveAnalysis: { /* ... */ }     // Enterprise only
    };
    
    // Filter steps based on depthConfig.sections
    return depthConfig.sections.map(sectionName => allSteps[sectionName]).filter(Boolean);
}

3.3 PDF Generation Consistency Issue

Current Behavior: All tiers generate 15-page PDFs regardless of content volume Expected Behavior: Page count should vary with content depth and section count

4. Detailed Troubleshooting Areas

4.1 Section Generation Logic

Location: ai-consulting-main-worker/src/services/AnalysisService.js:124-200

Issues Identified:

Hard-coded section list: Not using depthConfig.sections array
Missing conditional logic: No tier-based section inclusion/exclusion
Static workflow: Same 4 sections generated regardless of tier

Debugging Steps:

javascript

// Add logging to verify depthConfig usage
console.log('🔍 DepthConfig sections:', depthConfig.sections);
console.log('🔍 Selected sections for tier:', analysisDepth);

// Verify section filtering
const selectedSections = depthConfig.sections.map(name => allSteps[name]);
console.log('🔍 Workflow steps generated:', selectedSections.length);

4.2 Token Allocation per Tier

Current Issue: Similar token usage across tiers despite different maxTokensPerSection limits

Tier	Config Limit	Actual Usage	Utilization
Quick	512/section	439 avg	85% ✅
Standard	1024/section	481 avg	47% ⚠️
Comprehensive	2048/section	450 avg	22% ⚠️
Enterprise	2048/section	470 avg	23% ⚠️

Recommendation: Implement token target enforcement per tier.

4.3 PDF Page Count Optimization

Current: All PDFs generate ~15 pages Root Causes:

Same content volume: 4 sections with similar token counts
Fixed template: PDF generator uses consistent formatting
Missing visual elements: Charts/graphs not fully integrated

Enhancement Areas:

Quick: Streamlined template, minimal graphics
Standard: Balanced content with basic charts
Comprehensive: Extended analysis with detailed visualizations
Enterprise: Premium layout with comprehensive charts and appendices

4.4 PowerPoint Integration Status

Current Status: PowerPoint generation not observed in test results Expected Behavior: Comprehensive and Enterprise tiers should include presentation assets

Investigation Required:

Check includePresentation: true implementation
Verify PowerPoint generation pipeline
Confirm asset storage for presentation files

5. Optimization Recommendations

5.1 Immediate Fixes (High Priority)

5.1.1 Fix Section Generation Logic

javascript

// Update AnalysisService.defineConfigurableWorkflowSteps()
defineConfigurableWorkflowSteps(deliverableType, industry, depthConfig, clientData = {}) {
    // Define all possible sections
    const allSteps = { /* all sections */ };
    
    // ✅ FIX: Use depthConfig.sections to filter
    const selectedSteps = depthConfig.sections.map(sectionName => {
        const step = allSteps[sectionName];
        if (step) {
            // Apply tier-specific token limits
            step.maxTokens = Math.min(step.maxTokens || Infinity, depthConfig.maxTokensPerSection);
        }
        return step;
    }).filter(Boolean);
    
    console.log(`✅ Generated ${selectedSteps.length} sections for ${depthConfig.detailLevel} tier`);
    return selectedSteps;
}

5.1.2 Enhance Token Utilization

javascript

// Implement tier-specific token targeting
const getTokenTarget = (tier, sectionType) => {
    const targets = {
        quick: { base: 300, max: 512 },
        standard: { base: 600, max: 1024 },
        comprehensive: { base: 1200, max: 2048 },
        enterprise: { base: 1500, max: 2048 }
    };
    return targets[tier] || targets.standard;
};

5.1.3 Add Missing Sections

javascript

// Add tier-specific sections to allSteps object
const allSteps = {
    // Quick tier sections
    keyFindings: { /* focused insights */ },
    topRecommendations: { /* priority actions */ },
    
    // Comprehensive+ sections  
    marketAnalysis: { /* market trends, opportunities */ },
    implementationRoadmap: { /* phased execution plan */ },
    
    // Enterprise-only sections
    riskAssessment: { /* comprehensive risk analysis */ },
    competitiveAnalysis: { /* detailed competitor insights */ }
};

5.2 Medium-Term Enhancements

5.2.1 PDF Template Optimization

Quick: Single-column, minimal graphics template
Standard: Balanced layout with basic charts
Comprehensive: Multi-section layout with detailed visuals
Enterprise: Premium design with executive summary + detailed appendices

5.2.2 PowerPoint Integration

Verify includePresentation flag implementation
Create tier-specific slide templates
Integrate chart/visual generation pipeline

5.2.3 Chart & Visual Generation

Implement dynamic chart generation based on analysis depth
Create tier-specific visual complexity levels
Integrate charts into PDF page count calculations

5.3 Long-Term Architecture Improvements

5.3.1 Advanced Content Scaling

javascript

// Content depth multipliers
const contentDepthMultipliers = {
    quick: { analysis: 0.5, examples: 1, depth: 'overview' },
    standard: { analysis: 1.0, examples: 2, depth: 'detailed' },
    comprehensive: { analysis: 1.5, examples: 3, depth: 'comprehensive' },
    enterprise: { analysis: 2.0, examples: 4, depth: 'exhaustive' }
};

5.3.2 Dynamic Page Targeting

javascript

// Target page ranges per tier
const pageTargets = {
    quick: { min: 5, target: 8, max: 12 },
    standard: { min: 12, target: 17, max: 22 },
    comprehensive: { min: 22, target: 30, max: 38 },
    enterprise: { min: 35, target: 45, max: 60 }
};

6. Testing & Validation Framework

6.1 Validation Checklist

javascript

// Per-tier validation requirements
const tierValidationCriteria = {
    quick: {
        sections: 3,
        minPages: 5,
        maxPages: 12,
        maxDuration: 30000, // 30 seconds
        requiredSections: ['executiveSummary', 'keyFindings', 'topRecommendations'],
        includeCharts: true,
        includePresentation: false
    },
    standard: {
        sections: 4,
        minPages: 12,
        maxPages: 22,
        maxDuration: 45000, // 45 seconds
        requiredSections: ['executiveSummary', 'operationalAnalysis', 'financialAnalysis', 'strategicRecommendations'],
        includeCharts: true,
        includePresentation: false
    },
    comprehensive: {
        sections: 6,
        minPages: 22,
        maxPages: 38,
        maxDuration: 60000, // 60 seconds
        requiredSections: ['executiveSummary', 'operationalAnalysis', 'financialAnalysis', 'strategicRecommendations', 'marketAnalysis', 'implementationRoadmap'],
        includeCharts: true,
        includePresentation: true
    },
    enterprise: {
        sections: 8,
        minPages: 35,
        maxPages: 65,
        maxDuration: 90000, // 90 seconds
        requiredSections: ['executiveSummary', 'operationalAnalysis', 'financialAnalysis', 'strategicRecommendations', 'marketAnalysis', 'implementationRoadmap', 'riskAssessment', 'competitiveAnalysis'],
        includeCharts: true,
        includePresentation: true
    }
};

6.2 Automated Testing Suite

javascript

// Test case generator
const generateTierTest = (tier, industry, company) => ({
    testId: `${tier}_${industry}_${Date.now()}`,
    tier,
    industry,
    company,
    expectedSections: tierValidationCriteria[tier].sections,
    expectedPages: tierValidationCriteria[tier].minPages,
    validationCriteria: tierValidationCriteria[tier]
});

7. Implementation Roadmap

Phase 1: Core Section Generation (Week 1)

[ ] Fix defineConfigurableWorkflowSteps() to use depthConfig.sections
[ ] Add missing tier-specific sections
[ ] Implement proper section filtering logic
[ ] Test section count validation across all tiers

Phase 2: Content Optimization (Week 2)

[ ] Implement tier-specific token targeting
[ ] Optimize content depth per tier
[ ] Add enhanced logging for troubleshooting
[ ] Validate token utilization improvements

Phase 3: Visual Integration (Week 3)

[ ] Complete PowerPoint generation pipeline
[ ] Integrate dynamic chart generation
[ ] Implement tier-specific PDF templates
[ ] Test page count variations

Phase 4: Full Validation (Week 4)

[ ] Run comprehensive test suite across all tiers
[ ] Performance optimization and monitoring
[ ] Documentation updates
[ ] Production deployment

8. Monitoring & Troubleshooting

8.1 Key Metrics to Track

javascript

// Tier performance monitoring
const tierMetrics = {
    sectionCount: 'Number of sections generated',
    pageCount: 'PDF page count',
    processingTime: 'Total analysis duration',
    tokenUtilization: 'Percentage of available tokens used',
    qualityScore: 'Generated content quality rating',
    assetCount: 'Number of deliverable assets created'
};

8.2 Debug Logging Enhancement

javascript

// Enhanced logging for troubleshooting
this.logger.info(`🎯 Tier Analysis Debug:`, {
    tier: analysisDepth,
    configSections: depthConfig.sections,
    actualSections: workflowSteps.length,
    tokenLimit: depthConfig.maxTokensPerSection,
    includeCharts: depthConfig.includeCharts,
    includePresentation: depthConfig.includePresentation
});

8.3 Common Issues & Solutions

Issue	Symptoms	Solution
Same section count across tiers	All tiers generate 4 sections	Fix section filtering in AnalysisService
Consistent page count	All PDFs have 15 pages	Implement tier-specific templates
Low token utilization	High-tier not using full token allowance	Add token targeting logic
Missing presentations	No PowerPoint assets generated	Verify presentation generation pipeline
Processing time inconsistent	Quick tier taking longer than expected	Optimize section complexity per tier

9. Conclusion

The tier-level to depthAnalysis mapping implementation successfully achieves dynamic tier detection and workflow routing. However, the content generation system requires optimization to deliver the expected variations in sections, page counts, and processing complexity.

Success Metrics

✅ 100% tier mapping accuracy
✅ Consistent high-quality output (93-96%)
✅ Reliable processing across all tiers
✅ Complete workflow logging and traceability

Areas Requiring Optimization

⚠️ Section count variation (currently 4 across all tiers)
⚠️ Page count scaling (currently 15 pages across all tiers)
⚠️ Token utilization optimization for higher tiers
⚠️ PowerPoint generation integration
⚠️ Visual/chart generation pipeline

Next Steps

Immediate: Fix section generation logic in AnalysisService
Short-term: Implement tier-specific content scaling
Medium-term: Complete visual integration pipeline
Long-term: Advanced content personalization per tier

This document serves as the foundation for optimizing the AI orchestration process to achieve the expected tier-based variations while maintaining the successful dynamic routing architecture.

Document Status: Ready for Implementation
Priority: High - Core functionality optimization required
Estimated Implementation Time: 3-4 weeks
Impact: Enhanced tier differentiation and client value delivery

Tier-Level to depthAnalysis Mapping: Comprehensive Testing & Troubleshooting Report ​

Executive Summary ​

Key Findings ​

Key Alignment Discoveries ​

Asset Generation Strategy Insights ​

This Explains Our Test Results ​

Critical Optimization Insight ​

Expected Tier-Based Asset Strategy ​

Updated Root Cause Analysis ​

Enhanced Recommendations ​

1. Asset Format Selection Logic ​

2. Content Depth Differentiation ​

3. Stakeholder-Aligned Content ​

Combined Impact ​

1. Implementation Overview ​

1.1 Tier-Level System Design ​

1.2 Configuration Architecture ​

1.3 Implementation Components ​

2. Testing Methodology & Results ​

2.1 Test Profile Matrix ​

2.2 Actual Results Analysis ​

2.2.1 Tier Mapping Success ​

2.2.2 Processing Performance ​

2.2.3 Content Analysis ​

3. Root Cause Analysis ​

3.1 AnalysisService Section Generation Issue ​

3.2 Missing Depth-Based Section Filtering ​

3.3 PDF Generation Consistency Issue ​

4. Detailed Troubleshooting Areas ​

4.1 Section Generation Logic ​

4.2 Token Allocation per Tier ​

4.3 PDF Page Count Optimization ​

4.4 PowerPoint Integration Status ​

5. Optimization Recommendations ​

5.1 Immediate Fixes (High Priority) ​

5.1.1 Fix Section Generation Logic ​

5.1.2 Enhance Token Utilization ​

5.1.3 Add Missing Sections ​

5.2 Medium-Term Enhancements ​

5.2.1 PDF Template Optimization ​

5.2.2 PowerPoint Integration ​

5.2.3 Chart & Visual Generation ​

5.3 Long-Term Architecture Improvements ​

5.3.1 Advanced Content Scaling ​

5.3.2 Dynamic Page Targeting ​

6. Testing & Validation Framework ​

6.1 Validation Checklist ​

6.2 Automated Testing Suite ​

7. Implementation Roadmap ​

Phase 1: Core Section Generation (Week 1) ​

Phase 2: Content Optimization (Week 2) ​

Phase 3: Visual Integration (Week 3) ​

Phase 4: Full Validation (Week 4) ​

8. Monitoring & Troubleshooting ​

8.1 Key Metrics to Track ​

8.2 Debug Logging Enhancement ​

8.3 Common Issues & Solutions ​

9. Conclusion ​

Success Metrics ​

Areas Requiring Optimization ​

Next Steps ​

Tier-Level to depthAnalysis Mapping: Comprehensive Testing & Troubleshooting Report

Executive Summary

Key Findings

Key Alignment Discoveries

Asset Generation Strategy Insights

This Explains Our Test Results

Critical Optimization Insight

Expected Tier-Based Asset Strategy

Updated Root Cause Analysis

Enhanced Recommendations

1. Asset Format Selection Logic

2. Content Depth Differentiation

3. Stakeholder-Aligned Content

Combined Impact

1. Implementation Overview

1.1 Tier-Level System Design

1.2 Configuration Architecture

1.3 Implementation Components

2. Testing Methodology & Results

2.1 Test Profile Matrix

2.2 Actual Results Analysis

2.2.1 Tier Mapping Success

2.2.2 Processing Performance

2.2.3 Content Analysis

3. Root Cause Analysis

3.1 AnalysisService Section Generation Issue

3.2 Missing Depth-Based Section Filtering

3.3 PDF Generation Consistency Issue

4. Detailed Troubleshooting Areas

4.1 Section Generation Logic

4.2 Token Allocation per Tier

4.3 PDF Page Count Optimization

4.4 PowerPoint Integration Status

5. Optimization Recommendations

5.1 Immediate Fixes (High Priority)

5.1.1 Fix Section Generation Logic

5.1.2 Enhance Token Utilization

5.1.3 Add Missing Sections

5.2 Medium-Term Enhancements

5.2.1 PDF Template Optimization

5.2.2 PowerPoint Integration

5.2.3 Chart & Visual Generation

5.3 Long-Term Architecture Improvements

5.3.1 Advanced Content Scaling

5.3.2 Dynamic Page Targeting

6. Testing & Validation Framework

6.1 Validation Checklist

6.2 Automated Testing Suite

7. Implementation Roadmap

Phase 1: Core Section Generation (Week 1)

Phase 2: Content Optimization (Week 2)

Phase 3: Visual Integration (Week 3)

Phase 4: Full Validation (Week 4)

8. Monitoring & Troubleshooting

8.1 Key Metrics to Track

8.2 Debug Logging Enhancement

8.3 Common Issues & Solutions

9. Conclusion

Success Metrics

Areas Requiring Optimization

Next Steps