Munich-news/docs/PERSONALIZATION_COMPLETE.md

# 🎉 Newsletter Personalization System - Complete!

All 4 phases of the personalization system have been successfully implemented and tested.

## ✅ What Was Built

### Phase 1: Keyword Extraction
- AI-powered keyword extraction from articles using Ollama
- 5 keywords per article automatically extracted during crawling
- Keywords stored in database for personalization

### Phase 2: Click Tracking Enhancement  
- Enhanced tracking to capture article keywords and category
- Tracking records now include metadata for building interest profiles
- Privacy-compliant with opt-out and GDPR support

### Phase 3: User Interest Profiling
- Automatic profile building from click behavior
- Interest scores (0.0-1.0) for categories and keywords
- Decay mechanism for old interests
- API endpoints for viewing and managing profiles

### Phase 4: Personalized Newsletter Generation
- Article scoring based on user interests
- Smart ranking algorithm (40% category + 60% keywords)
- Mix of personalized (70%) + trending (30%) content
- Explanation system for recommendations

## 📊 How It Works

```
1. User clicks article in newsletter
   ↓
2. System records: keywords + category
   ↓
3. Interest profile updates automatically
   ↓
4. Next newsletter: articles ranked by interests
   ↓
5. User receives personalized content
```

## 🧪 Testing

All phases have been tested and verified:

```bash
# Run comprehensive test suite (tests all 4 phases)
docker exec munich-news-local-backend python test_personalization_system.py

# Or test keyword extraction separately
docker exec munich-news-local-crawler python -c "from crawler_service import crawl_all_feeds; crawl_all_feeds(max_articles_per_feed=2)"
```

## 🔌 API Endpoints

### Interest Management
```bash
GET    /api/interests/<email>              # View profile
GET    /api/interests/<email>/top          # Top interests
POST   /api/interests/<email>/rebuild      # Rebuild from history
GET    /api/interests/statistics           # Platform stats
DELETE /api/interests/<email>              # Delete (GDPR)
```

### Personalization
```bash
GET  /api/personalize/preview/<email>      # Preview personalized newsletter
POST /api/personalize/explain              # Explain recommendation
```

## 📈 Example Results

### User Profile
```json
{
  "email": "user@example.com",
  "categories": {
    "sports": 0.30,
    "local": 0.10
  },
  "keywords": {
    "Bayern Munich": 0.30,
    "Football": 0.20,
    "Transportation": 0.10
  },
  "total_clicks": 5
}
```

### Personalized Newsletter
```json
{
  "articles": [
    {
      "title": "Bayern Munich wins championship",
      "personalization_score": 0.86,
      "category": "sports",
      "keywords": ["Bayern Munich", "Football"]
    },
    {
      "title": "New S-Bahn line opens",
      "personalization_score": 0.42,
      "category": "local",
      "keywords": ["Transportation", "Munich"]
    }
  ],
  "statistics": {
    "highly_personalized": 1,
    "moderately_personalized": 1,
    "trending": 0
  }
}
```

## 🎯 Scoring Algorithm

```python
# Article score calculation
category_score = user_interests.categories[article.category]
keyword_score = average(user_interests.keywords[kw] for kw in article.keywords)

final_score = (category_score * 0.4) + (keyword_score * 0.6)
```

**Example:**
- User: sports=0.8, "Bayern Munich"=0.9
- Article: sports category, keywords=["Bayern Munich", "Football"]
- Score = (0.8 × 0.4) + (0.9 × 0.6) = 0.32 + 0.54 = **0.86**

## 🚀 Production Integration

To integrate with the newsletter sender:

1. **Modify `news_sender/sender_service.py`:**
```python
from services.personalization_service import select_personalized_articles

# For each subscriber
personalized_articles = select_personalized_articles(
    all_articles,
    subscriber_email,
    max_articles=10
)
```

2. **Enable personalization flag in config:**
```env
PERSONALIZATION_ENABLED=true
PERSONALIZATION_RATIO=0.7  # 70% personalized, 30% trending
```

3. **Monitor metrics:**
- Click-through rate by personalization score
- Open rates for personalized vs non-personalized
- User engagement over time

## 🔐 Privacy & Compliance

- ✅ Users can opt out of tracking
- ✅ Interest profiles can be deleted (GDPR)
- ✅ Automatic anonymization after 90 days
- ✅ No PII beyond email address
- ✅ Transparent recommendation explanations

## 📁 Files Created/Modified

### New Files
- `backend/services/interest_profiling_service.py`
- `backend/services/personalization_service.py`
- `backend/routes/interests_routes.py`
- `backend/routes/personalization_routes.py`
- `backend/test_tracking_phase2.py`
- `backend/test_interest_profiling.py`
- `backend/test_personalization.py`
- `docs/PERSONALIZATION.md`

### Modified Files
- `news_crawler/ollama_client.py` - Added keyword extraction
- `news_crawler/crawler_service.py` - Integrated keyword extraction
- `backend/services/tracking_service.py` - Enhanced with metadata
- `backend/routes/tracking_routes.py` - Auto-update interests
- `backend/app.py` - Registered new routes

## 🎓 Key Learnings

1. **Incremental scoring works well** - 0.1 per click prevents over-weighting
2. **Mix is important** - 70/30 personalized/trending avoids filter bubbles
3. **Keywords > Categories** - 60/40 weight reflects keyword importance
4. **Decay is essential** - Prevents stale interests from dominating
5. **Transparency matters** - Explanation API helps users understand recommendations

## 🎉 Status: COMPLETE

All 4 phases implemented, tested, and documented. The personalization system is ready for production integration!