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Merged
bokelley merged 1 commit into from
Jan 5, 2026
Merged

Add outreach analytics dashboard and response tracking #614

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2 changes: 2 additions & 0 deletions .changeset/brave-emus-invite.md
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@@ -0,0 +1,2 @@
---
---
138 changes: 138 additions & 0 deletions server/public/admin-outreach.html
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Expand Up @@ -411,6 +411,7 @@ <h1>Proactive Outreach</h1>

<div class="tabs">
<button class="tab active" onclick="showTab('history')">History</button>
<button class="tab" onclick="showTab('analytics')">Analytics</button>
<button class="tab" onclick="showTab('variants')">A/B Variants</button>
<button class="tab" onclick="showTab('test-accounts')">Test Accounts</button>
</div>
Expand Down Expand Up @@ -439,6 +440,56 @@ <h1>Proactive Outreach</h1>
</div>
</div>

<!-- Analytics Tab -->
<div id="tab-analytics" class="tab-content">
<!-- Time-based stats -->
<div class="card" style="margin-bottom: 24px;">
<h3 style="margin-bottom: 16px; color: var(--color-text-heading);">Performance Over Time</h3>
<div class="stats-row" style="margin-bottom: 0;">
<div class="stat-card" style="box-shadow: none; background: var(--color-gray-50);">
<div class="label">Today</div>
<div class="value" id="time-stat-today-sent">—</div>
<div class="subtext"><span id="time-stat-today-responded">0</span> responded</div>
</div>
<div class="stat-card" style="box-shadow: none; background: var(--color-gray-50);">
<div class="label">This Week</div>
<div class="value" id="time-stat-week-sent">—</div>
<div class="subtext"><span id="time-stat-week-responded">0</span> responded</div>
</div>
<div class="stat-card" style="box-shadow: none; background: var(--color-gray-50);">
<div class="label">This Month</div>
<div class="value" id="time-stat-month-sent">—</div>
<div class="subtext"><span id="time-stat-month-responded">0</span> responded</div>
</div>
<div class="stat-card" style="box-shadow: none; background: var(--color-gray-50);">
<div class="label">All Time</div>
<div class="value" id="time-stat-total-sent">—</div>
<div class="subtext"><span id="time-stat-total-rate">0</span>% response rate</div>
</div>
</div>
</div>

<!-- Goal-level stats -->
<div class="card">
<h3 style="margin-bottom: 16px; color: var(--color-text-heading);">Response Rates by Goal</h3>
<div id="goal-stats-loading" class="loading">Loading goal statistics...</div>
<div id="goal-stats-empty" class="empty-state" style="display: none;">No outreach data yet.</div>
<table id="goal-stats-table" style="display: none;">
<thead>
<tr>
<th>Goal</th>
<th style="text-align: center;">Sent</th>
<th style="text-align: center;">Responded</th>
<th style="text-align: center;">Response Rate</th>
<th style="text-align: center;">Insights</th>
<th>Sentiment Breakdown</th>
</tr>
</thead>
<tbody id="goal-stats-body"></tbody>
</table>
</div>
</div>

<!-- A/B Variants Tab -->
<div id="tab-variants" class="tab-content">
<div class="section-header">
Expand Down Expand Up @@ -527,6 +578,7 @@ <h2 id="variant-modal-title">New Variant</h2>
loadHistory(),
loadVariants(),
loadTestAccounts(),
loadAnalytics(),
]);
}

Expand Down Expand Up @@ -916,6 +968,92 @@ <h2 id="variant-modal-title">New Variant</h2>
return div.innerHTML;
}

// Load analytics data (time stats + goal stats)
async function loadAnalytics() {
try {
const [timeResponse, goalResponse] = await Promise.all([
fetch('/api/admin/outreach/stats/time-series'),
fetch('/api/admin/outreach/stats/by-goal'),
]);

// Load time stats
if (timeResponse.ok) {
const timeStats = await timeResponse.json();
document.getElementById('time-stat-today-sent').textContent = timeStats.sent_today || 0;
document.getElementById('time-stat-today-responded').textContent = timeStats.responded_today || 0;
document.getElementById('time-stat-week-sent').textContent = timeStats.sent_this_week || 0;
document.getElementById('time-stat-week-responded').textContent = timeStats.responded_this_week || 0;
document.getElementById('time-stat-month-sent').textContent = timeStats.sent_this_month || 0;
document.getElementById('time-stat-month-responded').textContent = timeStats.responded_this_month || 0;
document.getElementById('time-stat-total-sent').textContent = timeStats.total_sent || 0;
document.getElementById('time-stat-total-rate').textContent = timeStats.overall_response_rate_pct || 0;
}

// Load goal stats
const loading = document.getElementById('goal-stats-loading');
const table = document.getElementById('goal-stats-table');
const empty = document.getElementById('goal-stats-empty');
const tbody = document.getElementById('goal-stats-body');

loading.style.display = 'none';

if (goalResponse.ok) {
const goalStats = await goalResponse.json();

if (goalStats.length === 0) {
empty.style.display = 'block';
return;
}

tbody.innerHTML = goalStats.map(goal => {
// Build sentiment bar
const total = goal.positive_responses + goal.neutral_responses + goal.negative_responses + goal.refusal_responses;
const sentimentBar = total > 0 ? `
<div style="display: flex; gap: 2px; height: 8px; min-width: 100px;">
${goal.positive_responses > 0 ? `<div style="flex: ${goal.positive_responses}; background: var(--color-success); border-radius: 2px;" title="${goal.positive_responses} positive"></div>` : ''}
${goal.neutral_responses > 0 ? `<div style="flex: ${goal.neutral_responses}; background: var(--color-gray-400); border-radius: 2px;" title="${goal.neutral_responses} neutral"></div>` : ''}
${goal.negative_responses > 0 ? `<div style="flex: ${goal.negative_responses}; background: var(--color-warning); border-radius: 2px;" title="${goal.negative_responses} negative"></div>` : ''}
${goal.refusal_responses > 0 ? `<div style="flex: ${goal.refusal_responses}; background: var(--color-danger); border-radius: 2px;" title="${goal.refusal_responses} refusal"></div>` : ''}
</div>
<div style="font-size: 10px; color: var(--color-text-muted); margin-top: 4px;">
${goal.positive_responses > 0 ? `<span style="color: var(--color-success);">${goal.positive_responses} +</span> ` : ''}
${goal.neutral_responses > 0 ? `<span style="color: var(--color-gray-600);">${goal.neutral_responses} ~</span> ` : ''}
${goal.negative_responses > 0 ? `<span style="color: var(--color-warning);">${goal.negative_responses} -</span> ` : ''}
${goal.refusal_responses > 0 ? `<span style="color: var(--color-danger);">${goal.refusal_responses} x</span>` : ''}
</div>
` : '<span style="color: var(--color-text-muted);">No responses</span>';

const responseRate = goal.response_rate_pct !== null ? `${goal.response_rate_pct}%` : '—';
const insightRate = goal.insight_conversion_rate_pct !== null ? `(${goal.insight_conversion_rate_pct}% conversion)` : '';

return `<tr>
<td>
<div style="font-weight: 500; color: var(--color-text-heading);">${escapeHtml(goal.goal_name)}</div>
${goal.is_enabled ? '' : '<span style="font-size: 10px; color: var(--color-text-muted);">Disabled</span>'}
</td>
<td style="text-align: center;">${goal.total_sent}</td>
<td style="text-align: center;">${goal.total_responded}</td>
<td style="text-align: center;">
<span style="font-weight: 600; color: ${goal.response_rate_pct > 30 ? 'var(--color-success)' : goal.response_rate_pct > 15 ? 'var(--color-warning)' : 'var(--color-text-secondary)'};">
${responseRate}
</span>
</td>
<td style="text-align: center;">
${goal.total_insights}
<span style="font-size: 10px; color: var(--color-text-muted);">${insightRate}</span>
</td>
<td>${sentimentBar}</td>
</tr>`;
}).join('');

table.style.display = 'table';
}
} catch (err) {
console.error('Failed to load analytics:', err);
document.getElementById('goal-stats-loading').textContent = 'Failed to load analytics';
}
}

// Initialize
init();
</script>
Expand Down
45 changes: 44 additions & 1 deletion server/public/admin-users.html
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Expand Up @@ -2160,8 +2160,51 @@ <h3 style="margin: 0;">Strategic Insights</h3>
<span class="context-badge" style="background: var(--color-error-100); color: var(--color-error-700);">Opted Out</span>
</div>`;
}
html += '</div>';

html += '</div></div>';
// Detailed outreach history with conversation threads
if (context.outreach_history && context.outreach_history.length > 0) {
html += '<div style="margin-top: var(--space-3); max-height: 250px; overflow-y: auto;">';
context.outreach_history.forEach(outreach => {
const date = new Date(outreach.sent_at).toLocaleDateString();
const goalName = outreach.goal_name || 'General';
const hasResponse = outreach.user_responded;
const sentiment = outreach.response_sentiment;
const intent = outreach.response_intent;

// Sentiment badge colors
let sentimentBadge = '';
if (sentiment) {
const colors = {
positive: 'background: var(--color-success-100); color: var(--color-success-700);',
neutral: 'background: var(--color-gray-100); color: var(--color-gray-700);',
negative: 'background: var(--color-warning-100); color: var(--color-warning-700);',
refusal: 'background: var(--color-error-100); color: var(--color-error-700);'
};
sentimentBadge = `<span style="font-size: var(--text-xs); padding: 2px 6px; border-radius: var(--radius-sm); ${colors[sentiment] || ''}">${sentiment}</span>`;
}

// Thread link if available
const threadLink = outreach.thread_id
? `<a href="/admin/addie?thread=${encodeURIComponent(outreach.thread_id)}" target="_blank" style="color: var(--color-brand); font-size: var(--text-xs);">View Thread (${outreach.thread_message_count || 0} msgs)</a>`
: '';

html += `<div style="background: var(--color-gray-50); border-radius: var(--radius-sm); padding: var(--space-2) var(--space-3); margin-bottom: var(--space-2);">
<div style="display: flex; justify-content: space-between; align-items: center; margin-bottom: var(--space-1);">
<span style="font-weight: var(--font-medium); font-size: var(--text-sm); color: var(--color-text-heading);">${escapeHtml(goalName)}</span>
<span style="font-size: var(--text-xs); color: var(--color-text-tertiary);">${date}</span>
</div>
<div style="font-size: var(--text-xs); color: var(--color-text-muted); margin-bottom: var(--space-1);">
${hasResponse ? '✓ Responded' : '○ No response'} ${sentimentBadge}
</div>
${outreach.response_text ? `<div style="font-size: var(--text-xs); color: var(--color-text-secondary); font-style: italic; margin-bottom: var(--space-1);">"${escapeHtml(outreach.response_text.substring(0, 100))}${outreach.response_text.length > 100 ? '...' : ''}"</div>` : ''}
${threadLink}
</div>`;
});
html += '</div>';
}

html += '</div>';
}

// Impersonation Link (if WorkOS user exists)
Expand Down
137 changes: 137 additions & 0 deletions server/src/db/insights-db.ts
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Expand Up @@ -286,6 +286,43 @@ export interface OutreachStats {
insights_gathered: number;
}

export interface OutreachGoalStats {
goal_id: number;
goal_name: string;
goal_question: string;
goal_type: GoalType;
is_enabled: boolean;
total_sent: number;
total_responded: number;
total_insights: number;
response_rate_pct: number | null;
insight_conversion_rate_pct: number | null;
positive_responses: number;
neutral_responses: number;
negative_responses: number;
refusal_responses: number;
converted_count: number;
interested_count: number;
deferred_count: number;
question_count: number;
objection_count: number;
first_outreach_at: Date | null;
last_outreach_at: Date | null;
}

export interface OutreachTimeStats {
sent_today: number;
responded_today: number;
sent_this_week: number;
responded_this_week: number;
sent_this_month: number;
responded_this_month: number;
total_sent: number;
total_responded: number;
total_insights: number;
overall_response_rate_pct: number | null;
}

// =====================================================
// DATABASE CLASS
// =====================================================
Expand Down Expand Up @@ -1155,6 +1192,106 @@ export class InsightsDatabase {
};
}

/**
* Get outreach response rates broken down by goal
*/
async getOutreachGoalStats(): Promise<OutreachGoalStats[]> {
const result = await query<{
goal_id: string;
goal_name: string;
goal_question: string;
goal_type: GoalType;
is_enabled: boolean;
total_sent: string;
total_responded: string;
total_insights: string;
response_rate_pct: string | null;
insight_conversion_rate_pct: string | null;
positive_responses: string;
neutral_responses: string;
negative_responses: string;
refusal_responses: string;
converted_count: string;
interested_count: string;
deferred_count: string;
question_count: string;
objection_count: string;
first_outreach_at: Date | null;
last_outreach_at: Date | null;
}>('SELECT * FROM outreach_goal_stats ORDER BY total_sent DESC');

return result.rows.map(row => ({
goal_id: parseInt(row.goal_id, 10),
goal_name: row.goal_name,
goal_question: row.goal_question,
goal_type: row.goal_type,
is_enabled: row.is_enabled,
total_sent: parseInt(row.total_sent, 10),
total_responded: parseInt(row.total_responded, 10),
total_insights: parseInt(row.total_insights, 10),
response_rate_pct: row.response_rate_pct ? parseFloat(row.response_rate_pct) : null,
insight_conversion_rate_pct: row.insight_conversion_rate_pct ? parseFloat(row.insight_conversion_rate_pct) : null,
positive_responses: parseInt(row.positive_responses, 10),
neutral_responses: parseInt(row.neutral_responses, 10),
negative_responses: parseInt(row.negative_responses, 10),
refusal_responses: parseInt(row.refusal_responses, 10),
converted_count: parseInt(row.converted_count, 10),
interested_count: parseInt(row.interested_count, 10),
deferred_count: parseInt(row.deferred_count, 10),
question_count: parseInt(row.question_count, 10),
objection_count: parseInt(row.objection_count, 10),
first_outreach_at: row.first_outreach_at,
last_outreach_at: row.last_outreach_at,
}));
}

/**
* Get outreach time-windowed statistics
*/
async getOutreachTimeStats(): Promise<OutreachTimeStats> {
const result = await query<{
sent_today: string;
responded_today: string;
sent_this_week: string;
responded_this_week: string;
sent_this_month: string;
responded_this_month: string;
total_sent: string;
total_responded: string;
total_insights: string;
overall_response_rate_pct: string | null;
}>('SELECT * FROM outreach_time_stats');

const row = result.rows[0];
if (!row) {
return {
sent_today: 0,
responded_today: 0,
sent_this_week: 0,
responded_this_week: 0,
sent_this_month: 0,
responded_this_month: 0,
total_sent: 0,
total_responded: 0,
total_insights: 0,
overall_response_rate_pct: null,
};
}

return {
sent_today: parseInt(row.sent_today, 10),
responded_today: parseInt(row.responded_today, 10),
sent_this_week: parseInt(row.sent_this_week, 10),
responded_this_week: parseInt(row.responded_this_week, 10),
sent_this_month: parseInt(row.sent_this_month, 10),
responded_this_month: parseInt(row.responded_this_month, 10),
total_sent: parseInt(row.total_sent, 10),
total_responded: parseInt(row.total_responded, 10),
total_insights: parseInt(row.total_insights, 10),
overall_response_rate_pct: row.overall_response_rate_pct ? parseFloat(row.overall_response_rate_pct) : null,
};
}

/**
* Get recent outreach history for admin dashboard
*/
Expand Down
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