From 53e38fed4882fa9b0558102a46a44beadfa03a7c Mon Sep 17 00:00:00 2001
From: Brian O'Kelley <bokelley@scope3.com>
Date: Sun, 28 Dec 2025 07:37:11 -0400
Subject: [PATCH 1/3] Add member engagement tracking with automated signals and
 interest levels
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- Add user_logins table for tracking dashboard logins
- Add interest_level fields to organizations (low/medium/high/very_high)
- Record logins during OAuth callback for engagement metrics
- Add OrganizationDatabase methods for engagement signal queries:
  - recordUserLogin, getEngagementSignals, setInterestLevel
- Enhance admin org detail page with Engagement Signals card:
  - Interest level with attribution (who set it, when)
  - Member profile status, login count, WG count, email clicks
- Add API endpoints:
  - PUT /api/admin/organizations/:orgId/interest-level
  - GET /api/admin/organizations/:orgId/engagement-signals
- Update engagement level calculation to incorporate new signals

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
---
 server/public/admin-org-detail.html           | 229 ++++++++++++++++++
 .../db/migrations/039_member_engagement.sql   |  39 +++
 server/src/db/organization-db.ts              | 169 +++++++++++++
 server/src/http.ts                            |  13 +
 server/src/routes/admin.ts                    | 120 ++++++++-
 5 files changed, 564 insertions(+), 6 deletions(-)
 create mode 100644 server/src/db/migrations/039_member_engagement.sql

diff --git a/server/public/admin-org-detail.html b/server/public/admin-org-detail.html
index 2066eecca..ba9369509 100644
--- a/server/public/admin-org-detail.html
+++ b/server/public/admin-org-detail.html
@@ -71,6 +71,41 @@
       margin-top: var(--space-1);
     }
 
+    /* Engagement signals */
+    .signal-item {
+      display: flex;
+      justify-content: space-between;
+      padding: var(--space-2) 0;
+      border-bottom: var(--border-1) solid var(--color-gray-100);
+      font-size: var(--text-sm);
+    }
+    .signal-item:last-child {
+      border-bottom: none;
+    }
+    .signal-label {
+      color: var(--color-text-secondary);
+    }
+    .signal-value {
+      font-weight: var(--font-medium);
+    }
+    .signal-value.positive {
+      color: var(--color-success-600);
+    }
+    .signal-value.negative {
+      color: var(--color-text-muted);
+    }
+    .interest-badge {
+      display: inline-block;
+      padding: var(--space-1) var(--space-2);
+      border-radius: var(--radius-sm);
+      font-size: var(--text-xs);
+      font-weight: var(--font-semibold);
+    }
+    .interest-low { background: var(--color-gray-200); color: var(--color-text-secondary); }
+    .interest-medium { background: var(--color-warning-100); color: var(--color-warning-700); }
+    .interest-high { background: var(--color-success-100); color: var(--color-success-700); }
+    .interest-very_high { background: var(--color-success-200); color: var(--color-success-800); }
+
     /* Grid layout */
     .grid-2 {
       display: grid;
@@ -498,6 +533,40 @@ <h1>
       <div class="grid-2">
         <!-- Left Column -->
         <div>
+          <!-- Engagement Signals -->
+          <div class="card">
+            <div style="display: flex; justify-content: space-between; align-items: center; margin-bottom: var(--space-4);">
+              <h2 style="margin-bottom: 0;">Engagement Signals</h2>
+              <button class="btn btn-secondary btn-sm" onclick="openInterestLevelModal()">Set Interest</button>
+            </div>
+            <div id="engagementSignalsContent">
+              <div class="signal-item">
+                <span class="signal-label">Interest Level</span>
+                <span class="signal-value" id="signalInterestLevel">-</span>
+              </div>
+              <div class="signal-item">
+                <span class="signal-label">Member Profile</span>
+                <span class="signal-value" id="signalMemberProfile">-</span>
+              </div>
+              <div class="signal-item">
+                <span class="signal-label">Dashboard Logins (30d)</span>
+                <span class="signal-value" id="signalLoginCount">-</span>
+              </div>
+              <div class="signal-item">
+                <span class="signal-label">Last Login</span>
+                <span class="signal-value" id="signalLastLogin">-</span>
+              </div>
+              <div class="signal-item">
+                <span class="signal-label">Working Groups</span>
+                <span class="signal-value" id="signalWorkingGroups">-</span>
+              </div>
+              <div class="signal-item">
+                <span class="signal-label">Email Clicks (30d)</span>
+                <span class="signal-value" id="signalEmailClicks">-</span>
+              </div>
+            </div>
+          </div>
+
           <!-- Next Steps -->
           <div class="card">
             <h2>Pending Next Steps</h2>
@@ -720,6 +789,38 @@ <h3 style="font-size: var(--text-base); margin-bottom: var(--space-4);">Next Ste
     </div>
   </div>
 
+  <!-- Interest Level Modal -->
+  <div id="interestLevelModal" class="modal">
+    <div class="modal-content" style="max-width: 450px;">
+      <div class="modal-header">
+        <h2>Set Interest Level</h2>
+        <button class="modal-close" onclick="closeInterestLevelModal()">&times;</button>
+      </div>
+      <form id="interestLevelForm" onsubmit="saveInterestLevel(event)">
+        <div class="form-group">
+          <label>Interest Level</label>
+          <select id="interestLevelSelect">
+            <option value="">Not set</option>
+            <option value="low">Low - Not a good fit / not interested</option>
+            <option value="medium">Medium - Lukewarm / maybe later</option>
+            <option value="high">High - Interested / actively engaged</option>
+            <option value="very_high">Very High - Ready to move forward</option>
+          </select>
+        </div>
+
+        <div class="form-group">
+          <label>Note (optional)</label>
+          <textarea id="interestLevelNote" placeholder="e.g., Per conversation with CEO on 12/28..." rows="3"></textarea>
+        </div>
+
+        <div class="modal-actions">
+          <button type="button" class="btn btn-secondary" onclick="closeInterestLevelModal()">Cancel</button>
+          <button type="submit" class="btn btn-primary">Save</button>
+        </div>
+      </form>
+    </div>
+  </div>
+
   <script>
     let orgData = null;
     let stakeholders = [];
@@ -779,6 +880,9 @@ <h3 style="font-size: var(--text-base); margin-bottom: var(--space-4);">Next Ste
       document.getElementById('engagementReasons').textContent =
         orgData.engagement_reasons?.join(' • ') || 'Cold';
 
+      // Render engagement signals
+      renderEngagementSignals(orgData.engagement_signals);
+
       // Status
       const status = orgData.prospect_status || 'signed_up';
       document.getElementById('orgStatus').innerHTML =
@@ -1217,6 +1321,131 @@ <h3 style="font-size: var(--text-base); margin-bottom: var(--space-4);">Next Ste
       }
     }
 
+    // ========================================
+    // ENGAGEMENT SIGNALS
+    // ========================================
+
+    function renderEngagementSignals(signals) {
+      if (!signals) return;
+
+      // Interest level
+      const interestEl = document.getElementById('signalInterestLevel');
+      if (signals.interest_level) {
+        const levelLabels = {
+          'low': 'Low',
+          'medium': 'Medium',
+          'high': 'High',
+          'very_high': 'Very High'
+        };
+        let html = `<span class="interest-badge interest-${signals.interest_level}">${levelLabels[signals.interest_level]}</span>`;
+        if (signals.interest_level_set_by) {
+          html += ` <span style="color: var(--color-text-muted); font-size: var(--text-xs);">by ${signals.interest_level_set_by}</span>`;
+        }
+        if (signals.interest_level_set_at) {
+          const setDate = new Date(signals.interest_level_set_at);
+          html += ` <span style="color: var(--color-text-muted); font-size: var(--text-xs);">(${setDate.toLocaleDateString()})</span>`;
+        }
+        interestEl.innerHTML = html;
+      } else {
+        interestEl.innerHTML = '<span class="negative">Not set</span>';
+      }
+
+      // Member profile
+      const profileEl = document.getElementById('signalMemberProfile');
+      profileEl.innerHTML = signals.has_member_profile
+        ? '<span class="positive">Configured</span>'
+        : '<span class="negative">Not configured</span>';
+
+      // Login count
+      const loginEl = document.getElementById('signalLoginCount');
+      loginEl.innerHTML = signals.login_count_30d > 0
+        ? `<span class="positive">${signals.login_count_30d}</span>`
+        : '<span class="negative">0</span>';
+
+      // Last login
+      const lastLoginEl = document.getElementById('signalLastLogin');
+      if (signals.last_login) {
+        const lastLogin = new Date(signals.last_login);
+        lastLoginEl.textContent = lastLogin.toLocaleDateString();
+      } else {
+        lastLoginEl.innerHTML = '<span class="negative">Never</span>';
+      }
+
+      // Working groups
+      const wgEl = document.getElementById('signalWorkingGroups');
+      wgEl.innerHTML = signals.working_group_count > 0
+        ? `<span class="positive">${signals.working_group_count}</span>`
+        : '<span class="negative">0</span>';
+
+      // Email clicks
+      const emailEl = document.getElementById('signalEmailClicks');
+      emailEl.innerHTML = signals.email_click_count_30d > 0
+        ? `<span class="positive">${signals.email_click_count_30d}</span>`
+        : '<span class="negative">0</span>';
+    }
+
+    // Interest Level Modal
+    function openInterestLevelModal() {
+      const modal = document.getElementById('interestLevelModal');
+      const select = document.getElementById('interestLevelSelect');
+      const note = document.getElementById('interestLevelNote');
+
+      // Pre-populate with current values
+      if (orgData.engagement_signals) {
+        select.value = orgData.engagement_signals.interest_level || '';
+        note.value = orgData.engagement_signals.interest_level_note || '';
+      }
+
+      modal.style.display = 'flex';
+    }
+
+    function closeInterestLevelModal() {
+      document.getElementById('interestLevelModal').style.display = 'none';
+    }
+
+    async function saveInterestLevel(event) {
+      event.preventDefault();
+
+      const interest_level = document.getElementById('interestLevelSelect').value || null;
+      const note = document.getElementById('interestLevelNote').value.trim() || null;
+
+      try {
+        const response = await fetch(`/api/admin/organizations/${orgId}/interest-level`, {
+          method: 'PUT',
+          headers: { 'Content-Type': 'application/json' },
+          body: JSON.stringify({ interest_level, note })
+        });
+
+        if (!response.ok) {
+          if (response.status === 401) {
+            window.AdminNav.redirectToLogin();
+            return;
+          }
+          throw new Error('Failed to save interest level');
+        }
+
+        const data = await response.json();
+
+        // Update the local data and re-render
+        orgData.engagement_signals = data.engagement_signals;
+        renderEngagementSignals(data.engagement_signals);
+
+        // Re-fetch the full org data to get updated engagement level/reasons
+        const orgResponse = await fetch(`/api/admin/organizations/${orgId}`);
+        if (orgResponse.ok) {
+          orgData = await orgResponse.json();
+          const fires = '🔥'.repeat(orgData.engagement_level || 1);
+          document.getElementById('engagementFires').textContent = fires;
+          document.getElementById('engagementReasons').textContent =
+            orgData.engagement_reasons?.join(' • ') || 'Cold';
+        }
+
+        closeInterestLevelModal();
+      } catch (error) {
+        alert('Error: ' + error.message);
+      }
+    }
+
     // Close modal when clicking outside
     window.onclick = function(event) {
       if (event.target.classList.contains('modal')) {
diff --git a/server/src/db/migrations/039_member_engagement.sql b/server/src/db/migrations/039_member_engagement.sql
new file mode 100644
index 000000000..3b5d92c44
--- /dev/null
+++ b/server/src/db/migrations/039_member_engagement.sql
@@ -0,0 +1,39 @@
+-- Migration: 039_member_engagement.sql
+-- Comprehensive member engagement tracking
+-- Tracks both automated signals and human-set interest levels
+
+-- User login tracking table
+-- Records dashboard logins per user for engagement metrics
+CREATE TABLE IF NOT EXISTS user_logins (
+  id SERIAL PRIMARY KEY,
+
+  -- Who logged in
+  workos_user_id VARCHAR(255) NOT NULL,
+  workos_organization_id VARCHAR(255),  -- May be null for personal workspaces
+
+  -- Login details
+  logged_in_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
+  ip_address VARCHAR(50),
+  user_agent TEXT
+);
+
+-- Indexes for user logins
+CREATE INDEX IF NOT EXISTS idx_user_logins_user ON user_logins(workos_user_id);
+CREATE INDEX IF NOT EXISTS idx_user_logins_org ON user_logins(workos_organization_id);
+CREATE INDEX IF NOT EXISTS idx_user_logins_time ON user_logins(logged_in_at DESC);
+
+-- Add interest level fields to organizations
+-- Human-set interest level with attribution (e.g., "high (as of 11/30/25 per Brian)")
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level VARCHAR(50);  -- low, medium, high, very_high
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level_note TEXT;  -- Free text note about the interest level
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level_set_by VARCHAR(255);  -- Name of person who set it
+ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level_set_at TIMESTAMP WITH TIME ZONE;
+
+-- Comments
+COMMENT ON TABLE user_logins IS 'Tracks user dashboard logins for engagement analytics';
+COMMENT ON COLUMN user_logins.workos_organization_id IS 'Organization context of the login (if any)';
+
+COMMENT ON COLUMN organizations.interest_level IS 'Human-set interest level: low, medium, high, very_high';
+COMMENT ON COLUMN organizations.interest_level_note IS 'Free text note about the interest level assessment';
+COMMENT ON COLUMN organizations.interest_level_set_by IS 'Name of the person who set the interest level';
+COMMENT ON COLUMN organizations.interest_level_set_at IS 'When the interest level was last set';
diff --git a/server/src/db/organization-db.ts b/server/src/db/organization-db.ts
index 71ad75ebc..3637cd7a3 100644
--- a/server/src/db/organization-db.ts
+++ b/server/src/db/organization-db.ts
@@ -657,4 +657,173 @@ export class OrganizationDatabase {
       throw error;
     }
   }
+
+  // ========================================
+  // ENGAGEMENT TRACKING
+  // ========================================
+
+  /**
+   * Record a user login for engagement tracking
+   */
+  async recordUserLogin(data: {
+    workos_user_id: string;
+    workos_organization_id?: string;
+    ip_address?: string;
+    user_agent?: string;
+  }): Promise<void> {
+    const pool = getPool();
+    await pool.query(
+      `INSERT INTO user_logins (workos_user_id, workos_organization_id, ip_address, user_agent)
+       VALUES ($1, $2, $3, $4)`,
+      [data.workos_user_id, data.workos_organization_id || null, data.ip_address || null, data.user_agent || null]
+    );
+  }
+
+  /**
+   * Get login count for an organization in the last N days
+   */
+  async getOrgLoginCount(workos_organization_id: string, days: number = 30): Promise<number> {
+    const pool = getPool();
+    const result = await pool.query(
+      `SELECT COUNT(*) as count FROM user_logins
+       WHERE workos_organization_id = $1
+       AND logged_in_at > NOW() - INTERVAL '1 day' * $2`,
+      [workos_organization_id, days]
+    );
+    return parseInt(result.rows[0].count, 10);
+  }
+
+  /**
+   * Get login count for a user in the last N days
+   */
+  async getUserLoginCount(workos_user_id: string, days: number = 30): Promise<number> {
+    const pool = getPool();
+    const result = await pool.query(
+      `SELECT COUNT(*) as count FROM user_logins
+       WHERE workos_user_id = $1
+       AND logged_in_at > NOW() - INTERVAL '1 day' * $2`,
+      [workos_user_id, days]
+    );
+    return parseInt(result.rows[0].count, 10);
+  }
+
+  /**
+   * Get the most recent login for an organization
+   */
+  async getOrgLastLogin(workos_organization_id: string): Promise<Date | null> {
+    const pool = getPool();
+    const result = await pool.query(
+      `SELECT MAX(logged_in_at) as last_login FROM user_logins
+       WHERE workos_organization_id = $1`,
+      [workos_organization_id]
+    );
+    return result.rows[0]?.last_login || null;
+  }
+
+  /**
+   * Set the interest level for an organization (human-set)
+   */
+  async setInterestLevel(
+    workos_organization_id: string,
+    data: {
+      interest_level: 'low' | 'medium' | 'high' | 'very_high' | null;
+      note?: string;
+      set_by?: string;
+    }
+  ): Promise<void> {
+    const pool = getPool();
+    await pool.query(
+      `UPDATE organizations
+       SET interest_level = $2,
+           interest_level_note = $3,
+           interest_level_set_by = $4,
+           interest_level_set_at = CASE WHEN $2 IS NOT NULL THEN NOW() ELSE NULL END,
+           updated_at = NOW()
+       WHERE workos_organization_id = $1`,
+      [workos_organization_id, data.interest_level, data.note || null, data.set_by || null]
+    );
+  }
+
+  /**
+   * Get engagement signals for an organization
+   * Returns all computed signals for display in admin UI
+   */
+  async getEngagementSignals(workos_organization_id: string): Promise<{
+    has_member_profile: boolean;
+    login_count_30d: number;
+    last_login: Date | null;
+    working_group_count: number;
+    email_click_count_30d: number;
+    interest_level: string | null;
+    interest_level_note: string | null;
+    interest_level_set_by: string | null;
+    interest_level_set_at: Date | null;
+  }> {
+    const pool = getPool();
+
+    // Run all queries in parallel for efficiency
+    const [
+      profileResult,
+      loginCountResult,
+      lastLoginResult,
+      wgResult,
+      emailClickResult,
+      orgResult
+    ] = await Promise.all([
+      // Check if member profile exists
+      pool.query(
+        `SELECT 1 FROM member_profiles WHERE workos_organization_id = $1`,
+        [workos_organization_id]
+      ),
+      // Login count (last 30 days)
+      pool.query(
+        `SELECT COUNT(*) as count FROM user_logins
+         WHERE workos_organization_id = $1
+         AND logged_in_at > NOW() - INTERVAL '30 days'`,
+        [workos_organization_id]
+      ),
+      // Last login
+      pool.query(
+        `SELECT MAX(logged_in_at) as last_login FROM user_logins
+         WHERE workos_organization_id = $1`,
+        [workos_organization_id]
+      ),
+      // Working group membership count
+      pool.query(
+        `SELECT COUNT(DISTINCT wgm.working_group_id) as count
+         FROM working_group_memberships wgm
+         WHERE wgm.workos_organization_id = $1
+         AND wgm.status = 'active'`,
+        [workos_organization_id]
+      ),
+      // Email click count (last 30 days)
+      pool.query(
+        `SELECT COUNT(*) as count FROM email_clicks ec
+         JOIN email_events ee ON ee.id = ec.email_event_id
+         WHERE ee.workos_organization_id = $1
+         AND ec.clicked_at > NOW() - INTERVAL '30 days'`,
+        [workos_organization_id]
+      ),
+      // Organization interest level fields
+      pool.query(
+        `SELECT interest_level, interest_level_note, interest_level_set_by, interest_level_set_at
+         FROM organizations WHERE workos_organization_id = $1`,
+        [workos_organization_id]
+      )
+    ]);
+
+    const org = orgResult.rows[0] || {};
+
+    return {
+      has_member_profile: profileResult.rows.length > 0,
+      login_count_30d: parseInt(loginCountResult.rows[0]?.count || '0', 10),
+      last_login: lastLoginResult.rows[0]?.last_login || null,
+      working_group_count: parseInt(wgResult.rows[0]?.count || '0', 10),
+      email_click_count_30d: parseInt(emailClickResult.rows[0]?.count || '0', 10),
+      interest_level: org.interest_level || null,
+      interest_level_note: org.interest_level_note || null,
+      interest_level_set_by: org.interest_level_set_by || null,
+      interest_level_set_at: org.interest_level_set_at || null,
+    };
+  }
 }
diff --git a/server/src/http.ts b/server/src/http.ts
index 81ac871a6..f6ff69aee 100644
--- a/server/src/http.ts
+++ b/server/src/http.ts
@@ -4795,6 +4795,19 @@ Disallow: /api/admin/
 
         logger.debug({ count: memberships.data.length }, 'Organization memberships retrieved');
 
+        // Record login for engagement tracking (fire and forget)
+        if (memberships.data.length > 0) {
+          const primaryOrgId = memberships.data[0].organizationId;
+          orgDb.recordUserLogin({
+            workos_user_id: user.id,
+            workos_organization_id: primaryOrgId,
+            ip_address: req.ip,
+            user_agent: req.get('user-agent'),
+          }).catch((err) => {
+            logger.error({ error: err, userId: user.id }, 'Failed to record user login');
+          });
+        }
+
         // Send welcome email to first-time users (async, don't block auth flow)
         if (isFirstTimeUser && memberships.data.length > 0) {
           // Get org details to determine subscription status
diff --git a/server/src/routes/admin.ts b/server/src/routes/admin.ts
index e5c4f5846..03654dc93 100644
--- a/server/src/routes/admin.ts
+++ b/server/src/routes/admin.ts
@@ -15,8 +15,10 @@ import { getPool } from "../db/client.js";
 import { createLogger } from "../logger.js";
 import { requireAuth, requireAdmin } from "../middleware/auth.js";
 import { SlackDatabase } from "../db/slack-db.js";
+import { OrganizationDatabase } from "../db/organization-db.js";
 
 const slackDb = new SlackDatabase();
+const orgDb = new OrganizationDatabase();
 
 const __filename = fileURLToPath(import.meta.url);
 const __dirname = path.dirname(__filename);
@@ -895,21 +897,41 @@ export function createAdminRouter(): { pageRouter: Router; apiRouter: Router } {
           [orgId]
         );
 
-        // Calculate engagement level (fire emojis)
+        // Get engagement signals using the new engagement tracking system
+        const engagementSignals = await orgDb.getEngagementSignals(orgId);
+
+        // Calculate engagement level based on signals
         let engagementLevel = 1; // Base level - exists
         let engagementReasons: string[] = [];
 
-        if (org.invoice_requested_at) {
+        // Priority-based scoring - use human interest level first if set
+        if (engagementSignals.interest_level === 'very_high') {
+          engagementLevel = 5;
+          engagementReasons.push(`Interest: Very High (${engagementSignals.interest_level_set_by || 'admin'})`);
+        } else if (engagementSignals.interest_level === 'high') {
+          engagementLevel = 4;
+          engagementReasons.push(`Interest: High (${engagementSignals.interest_level_set_by || 'admin'})`);
+        } else if (org.invoice_requested_at) {
           engagementLevel = 5;
           engagementReasons.push("Requested invoice");
-        } else if (workingGroupResult.rows.length > 0) {
+        } else if (engagementSignals.working_group_count > 0) {
           engagementLevel = 4;
-          engagementReasons.push(
-            `In ${workingGroupResult.rows.length} working group(s)`
-          );
+          engagementReasons.push(`In ${engagementSignals.working_group_count} working group(s)`);
+        } else if (engagementSignals.has_member_profile) {
+          engagementLevel = 4;
+          engagementReasons.push("Member profile configured");
+        } else if (engagementSignals.login_count_30d > 3) {
+          engagementLevel = 3;
+          engagementReasons.push(`${engagementSignals.login_count_30d} dashboard logins (30d)`);
         } else if (memberCount > 0) {
           engagementLevel = 3;
           engagementReasons.push(`${memberCount} team member(s)`);
+        } else if (engagementSignals.email_click_count_30d > 0) {
+          engagementLevel = 2;
+          engagementReasons.push(`${engagementSignals.email_click_count_30d} email clicks (30d)`);
+        } else if (engagementSignals.login_count_30d > 0) {
+          engagementLevel = 2;
+          engagementReasons.push(`${engagementSignals.login_count_30d} dashboard login(s) (30d)`);
         } else if (activitiesResult.rows.length > 0) {
           const recentActivity = activitiesResult.rows.find((a) => {
             const activityDate = new Date(a.activity_date);
@@ -923,6 +945,15 @@ export function createAdminRouter(): { pageRouter: Router; apiRouter: Router } {
           }
         }
 
+        // Handle low/medium interest levels - should cap the engagement
+        if (engagementSignals.interest_level === 'low') {
+          engagementLevel = Math.min(engagementLevel, 2);
+          engagementReasons.unshift(`Interest: Low (${engagementSignals.interest_level_set_by || 'admin'})`);
+        } else if (engagementSignals.interest_level === 'medium') {
+          engagementLevel = Math.min(engagementLevel, 3);
+          engagementReasons.unshift(`Interest: Medium (${engagementSignals.interest_level_set_by || 'admin'})`);
+        }
+
         res.json({
           ...org,
           member_count: memberCount,
@@ -932,6 +963,7 @@ export function createAdminRouter(): { pageRouter: Router; apiRouter: Router } {
           next_steps: nextStepsResult.rows,
           engagement_level: engagementLevel,
           engagement_reasons: engagementReasons,
+          engagement_signals: engagementSignals,
         });
       } catch (error) {
         logger.error({ err: error }, "Error fetching organization details");
@@ -1346,6 +1378,82 @@ export function createAdminRouter(): { pageRouter: Router; apiRouter: Router } {
     }
   );
 
+  // =========================================================================
+  // ENGAGEMENT / INTEREST LEVEL MANAGEMENT
+  // =========================================================================
+
+  // PUT /api/admin/organizations/:orgId/interest-level - Set interest level for an org
+  apiRouter.put(
+    "/organizations/:orgId/interest-level",
+    requireAuth,
+    requireAdmin,
+    async (req, res) => {
+      try {
+        const { orgId } = req.params;
+        const { interest_level, note } = req.body;
+
+        // Validate interest level
+        const validLevels = ['low', 'medium', 'high', 'very_high', null];
+        if (!validLevels.includes(interest_level)) {
+          return res.status(400).json({
+            error: "Invalid interest_level. Must be one of: low, medium, high, very_high (or null to clear)",
+          });
+        }
+
+        // Get the admin's name
+        const setBy = req.user
+          ? `${req.user.firstName || ""} ${req.user.lastName || ""}`.trim() ||
+            req.user.email
+          : "admin";
+
+        await orgDb.setInterestLevel(orgId, {
+          interest_level,
+          note,
+          set_by: setBy,
+        });
+
+        // Return the updated engagement signals
+        const engagementSignals = await orgDb.getEngagementSignals(orgId);
+
+        logger.info(
+          { orgId, interest_level, setBy },
+          "Interest level updated"
+        );
+
+        res.json({
+          success: true,
+          engagement_signals: engagementSignals,
+        });
+      } catch (error) {
+        logger.error({ err: error }, "Error setting interest level");
+        res.status(500).json({
+          error: "Internal server error",
+          message: "Unable to set interest level",
+        });
+      }
+    }
+  );
+
+  // GET /api/admin/organizations/:orgId/engagement-signals - Get engagement signals for an org
+  apiRouter.get(
+    "/organizations/:orgId/engagement-signals",
+    requireAuth,
+    requireAdmin,
+    async (req, res) => {
+      try {
+        const { orgId } = req.params;
+        const engagementSignals = await orgDb.getEngagementSignals(orgId);
+        res.json(engagementSignals);
+      } catch (error) {
+        logger.error({ err: error }, "Error fetching engagement signals");
+        res.status(500).json({
+          error: "Internal server error",
+          message: "Unable to fetch engagement signals",
+        });
+      }
+    }
+  );
+
   // =========================================================================
   // SLACK DOMAIN DISCOVERY FOR PROSPECT IDENTIFICATION
   // =========================================================================

From 15a1169eb8d22fefd14f3152e4ae5f1d1a1937c1 Mon Sep 17 00:00:00 2001
From: Brian O'Kelley <bokelley@scope3.com>
Date: Sun, 28 Dec 2025 07:41:21 -0400
Subject: [PATCH 2/3] Simplify: use org_activities for login tracking instead
 of new table
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Remove user_logins table in favor of org_activities with
activity_type='dashboard_login'. This reuses the existing activity
tracking infrastructure rather than creating a separate table.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
---
 .../db/migrations/039_member_engagement.sql   | 30 ++---------
 server/src/db/organization-db.ts              | 54 ++++++++-----------
 server/src/http.ts                            |  4 +-
 3 files changed, 29 insertions(+), 59 deletions(-)

diff --git a/server/src/db/migrations/039_member_engagement.sql b/server/src/db/migrations/039_member_engagement.sql
index 3b5d92c44..daabe8854 100644
--- a/server/src/db/migrations/039_member_engagement.sql
+++ b/server/src/db/migrations/039_member_engagement.sql
@@ -1,26 +1,6 @@
 -- Migration: 039_member_engagement.sql
--- Comprehensive member engagement tracking
--- Tracks both automated signals and human-set interest levels
-
--- User login tracking table
--- Records dashboard logins per user for engagement metrics
-CREATE TABLE IF NOT EXISTS user_logins (
-  id SERIAL PRIMARY KEY,
-
-  -- Who logged in
-  workos_user_id VARCHAR(255) NOT NULL,
-  workos_organization_id VARCHAR(255),  -- May be null for personal workspaces
-
-  -- Login details
-  logged_in_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
-  ip_address VARCHAR(50),
-  user_agent TEXT
-);
-
--- Indexes for user logins
-CREATE INDEX IF NOT EXISTS idx_user_logins_user ON user_logins(workos_user_id);
-CREATE INDEX IF NOT EXISTS idx_user_logins_org ON user_logins(workos_organization_id);
-CREATE INDEX IF NOT EXISTS idx_user_logins_time ON user_logins(logged_in_at DESC);
+-- Add interest level fields for human-set engagement assessment
+-- Login tracking uses existing org_activities table with activity_type = 'dashboard_login'
 
 -- Add interest level fields to organizations
 -- Human-set interest level with attribution (e.g., "high (as of 11/30/25 per Brian)")
@@ -29,10 +9,10 @@ ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level_note TEXT;  --
 ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level_set_by VARCHAR(255);  -- Name of person who set it
 ALTER TABLE organizations ADD COLUMN IF NOT EXISTS interest_level_set_at TIMESTAMP WITH TIME ZONE;
 
--- Comments
-COMMENT ON TABLE user_logins IS 'Tracks user dashboard logins for engagement analytics';
-COMMENT ON COLUMN user_logins.workos_organization_id IS 'Organization context of the login (if any)';
+-- Index for filtering by activity type (useful for counting logins)
+CREATE INDEX IF NOT EXISTS idx_org_activities_type ON org_activities(activity_type);
 
+-- Comments
 COMMENT ON COLUMN organizations.interest_level IS 'Human-set interest level: low, medium, high, very_high';
 COMMENT ON COLUMN organizations.interest_level_note IS 'Free text note about the interest level assessment';
 COMMENT ON COLUMN organizations.interest_level_set_by IS 'Name of the person who set the interest level';
diff --git a/server/src/db/organization-db.ts b/server/src/db/organization-db.ts
index 3637cd7a3..16279e260 100644
--- a/server/src/db/organization-db.ts
+++ b/server/src/db/organization-db.ts
@@ -664,18 +664,18 @@ export class OrganizationDatabase {
 
   /**
    * Record a user login for engagement tracking
+   * Uses org_activities table with activity_type = 'dashboard_login'
    */
   async recordUserLogin(data: {
     workos_user_id: string;
-    workos_organization_id?: string;
-    ip_address?: string;
-    user_agent?: string;
+    workos_organization_id: string;
+    user_name?: string;
   }): Promise<void> {
     const pool = getPool();
     await pool.query(
-      `INSERT INTO user_logins (workos_user_id, workos_organization_id, ip_address, user_agent)
-       VALUES ($1, $2, $3, $4)`,
-      [data.workos_user_id, data.workos_organization_id || null, data.ip_address || null, data.user_agent || null]
+      `INSERT INTO org_activities (organization_id, activity_type, logged_by_user_id, logged_by_name, activity_date)
+       VALUES ($1, 'dashboard_login', $2, $3, NOW())`,
+      [data.workos_organization_id, data.workos_user_id, data.user_name || null]
     );
   }
 
@@ -685,36 +685,24 @@ export class OrganizationDatabase {
   async getOrgLoginCount(workos_organization_id: string, days: number = 30): Promise<number> {
     const pool = getPool();
     const result = await pool.query(
-      `SELECT COUNT(*) as count FROM user_logins
-       WHERE workos_organization_id = $1
-       AND logged_in_at > NOW() - INTERVAL '1 day' * $2`,
+      `SELECT COUNT(*) as count FROM org_activities
+       WHERE organization_id = $1
+       AND activity_type = 'dashboard_login'
+       AND activity_date > NOW() - INTERVAL '1 day' * $2`,
       [workos_organization_id, days]
     );
     return parseInt(result.rows[0].count, 10);
   }
 
-  /**
-   * Get login count for a user in the last N days
-   */
-  async getUserLoginCount(workos_user_id: string, days: number = 30): Promise<number> {
-    const pool = getPool();
-    const result = await pool.query(
-      `SELECT COUNT(*) as count FROM user_logins
-       WHERE workos_user_id = $1
-       AND logged_in_at > NOW() - INTERVAL '1 day' * $2`,
-      [workos_user_id, days]
-    );
-    return parseInt(result.rows[0].count, 10);
-  }
-
   /**
    * Get the most recent login for an organization
    */
   async getOrgLastLogin(workos_organization_id: string): Promise<Date | null> {
     const pool = getPool();
     const result = await pool.query(
-      `SELECT MAX(logged_in_at) as last_login FROM user_logins
-       WHERE workos_organization_id = $1`,
+      `SELECT MAX(activity_date) as last_login FROM org_activities
+       WHERE organization_id = $1
+       AND activity_type = 'dashboard_login'`,
       [workos_organization_id]
     );
     return result.rows[0]?.last_login || null;
@@ -775,17 +763,19 @@ export class OrganizationDatabase {
         `SELECT 1 FROM member_profiles WHERE workos_organization_id = $1`,
         [workos_organization_id]
       ),
-      // Login count (last 30 days)
+      // Login count (last 30 days) - uses org_activities with dashboard_login type
       pool.query(
-        `SELECT COUNT(*) as count FROM user_logins
-         WHERE workos_organization_id = $1
-         AND logged_in_at > NOW() - INTERVAL '30 days'`,
+        `SELECT COUNT(*) as count FROM org_activities
+         WHERE organization_id = $1
+         AND activity_type = 'dashboard_login'
+         AND activity_date > NOW() - INTERVAL '30 days'`,
         [workos_organization_id]
       ),
-      // Last login
+      // Last login - uses org_activities with dashboard_login type
       pool.query(
-        `SELECT MAX(logged_in_at) as last_login FROM user_logins
-         WHERE workos_organization_id = $1`,
+        `SELECT MAX(activity_date) as last_login FROM org_activities
+         WHERE organization_id = $1
+         AND activity_type = 'dashboard_login'`,
         [workos_organization_id]
       ),
       // Working group membership count
diff --git a/server/src/http.ts b/server/src/http.ts
index f6ff69aee..a26a00ac8 100644
--- a/server/src/http.ts
+++ b/server/src/http.ts
@@ -4798,11 +4798,11 @@ Disallow: /api/admin/
         // Record login for engagement tracking (fire and forget)
         if (memberships.data.length > 0) {
           const primaryOrgId = memberships.data[0].organizationId;
+          const userName = [user.firstName, user.lastName].filter(Boolean).join(' ') || user.email;
           orgDb.recordUserLogin({
             workos_user_id: user.id,
             workos_organization_id: primaryOrgId,
-            ip_address: req.ip,
-            user_agent: req.get('user-agent'),
+            user_name: userName,
           }).catch((err) => {
             logger.error({ error: err, userId: user.id }, 'Failed to record user login');
           });

From c5cdbda45c5c8d8ba9d4e57e7075130a69f03b41 Mon Sep 17 00:00:00 2001
From: Brian O'Kelley <bokelley@scope3.com>
Date: Sun, 28 Dec 2025 08:16:13 -0400
Subject: [PATCH 3/3] Add empty changeset for server-only engagement tracking
 changes
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
---
 .changeset/new-meals-battle.md | 2 ++
 1 file changed, 2 insertions(+)
 create mode 100644 .changeset/new-meals-battle.md

diff --git a/.changeset/new-meals-battle.md b/.changeset/new-meals-battle.md
new file mode 100644
index 000000000..a845151cc
--- /dev/null
+++ b/.changeset/new-meals-battle.md
@@ -0,0 +1,2 @@
+---
+---