Add member engagement tracking with signals and interest levels

.changeset/new-meals-battle.md

@@ -0,0 +1,2 @@
+---
+---

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')) {

server/src/db/migrations/039_member_engagement.sql

@@ -0,0 +1,19 @@
+-- Migration: 039_member_engagement.sql
+-- 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)")
+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;
+
+-- 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';
+COMMENT ON COLUMN organizations.interest_level_set_at IS 'When the interest level was last set';