Add admin collaboration features for outreach#607
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…rkspaces - Add is_member to PlannerContext to track membership status - Add is_personal_workspace to company context to identify auto-generated workspaces - Profile completion goal now only shows for paid members (profiles are only visible to members) - Personal workspaces show as "your account" instead of "User's Workspace" - Remove legacy addie_goal fallback in admin-users.html (planner is now primary) - Update all PlannerContext construction sites with new required fields 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add insight button to admin user detail panel - Update year references (2025 -> 2026 cleanup) via migration 132 - Add vendor membership goal for tech companies via migration 133 - Add admin nudge/override for outreach direction - Fix message personalization to use first name instead of full name - Fix input validation for goal_id in admin insights endpoint - Fix event listener accumulation in nudge modal - Fix personal workspace detection consistency across files 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
bokelley
changed the title
Migrations 132 and 133 already exist on main, so renumber ours to 134 and 135. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Summary
Implements admin collaboration features for the outbound planner system (Phases 1-4):
Changes
Migrations
132_cleanup_year_references.sql: Disables old 2025/2026 goal, addsadmin_contextinsight type133_vendor_visibility_goal.sql: Addsmembership_interestinsight type and "Encourage Vendor Membership" goal with outcomesBackend
outbound-planner.ts: Fixed first name extraction with edge case handling, added vendor membership quick-matchadmin-insights.ts: AddedPOST /api/admin/outreach/send-with-goalendpoint with improved input validationadmin-outbound.ts: Fixed personal workspace detection consistencyproactive-outreach.ts: Profile goal only for paid members with personal workspace checkinsights-db.ts: AddedgetInsightTypeByName()methodFrontend
admin-users.html: Added "Different approach?" link, nudge modal, and fixed event listener accumulationTest plan
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