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@bokelley bokelley commented Jan 3, 2026

Summary

  • Add unified account management system with user stakeholders and action items
  • Create momentum check job that analyzes outreach history and creates contextual action items (nudge, warm_lead, momentum)
  • Enhance admin users page with action items panel and My Accounts tab
  • Reorganize admin sidebar with Account Management section

Changes

  • Migration 100: Creates user_stakeholders (parallels org_stakeholders for individual users) and action_items tables with views
  • account-management-db.ts: Database service for managing stakeholders and action items
  • momentum-check.ts: Job that analyzes outreach responses and creates appropriate action items based on engagement patterns
  • admin-users.html: Added action items panel at top, My Accounts tab for viewing assigned users
  • admin-sidebar.js: Reorganized into sections (Overview, Account Management, Community, Billing, System, Settings)
  • API routes: CRUD for action items, dry-run and preview endpoints for testing momentum check

Test plan

  • Run npm run build - passes
  • Run npm test - all tests pass
  • Test migration applies successfully with Docker
  • Verify admin users page loads correctly with new UI elements
  • Verify admin sidebar shows correct sections
  • Code review completed and suggestions addressed

🤖 Generated with Claude Code

bokelley and others added 2 commits January 2, 2026 19:48
- Add migration 100 for user_stakeholders and action_items tables
- Create account-management-db.ts service for stakeholders and action items
- Add momentum-check.ts job for analyzing outreach and creating action items
- Enhance admin-users.html with action items panel and My Accounts tab
- Reorganize admin sidebar with Account Management section
- Add API routes for action items (list, create, complete, dismiss, snooze)
- Add dry-run and preview endpoints for momentum check testing
- Update outreach service to auto-assign stakeholders

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

Co-Authored-By: Claude Opus 4.5 <[email protected]>
Key changes:
- Add sensitive topic detection with 40+ patterns across 8 categories
  (vulnerable populations, political, named individuals, org positions,
  media inquiries, competitive, privacy/surveillance, ethical concerns)
- Deflect high-severity questions to human contacts automatically
- Track known media contacts with configurable handling levels
- Flag conversations for admin review queue

Outreach improvements (from red team testing):
- Add response sentiment/intent analysis (positive, negative, refusal, deferred)
- Detect refusal patterns and respect opt-outs
- Parse "remind me later" intents and schedule follow-ups
- Add grace period for new Slack members (24 hours)
- Add improved message variants (loss-framed, peer-triggered, etc.)
- Add tire-kicker detection in momentum checks

New admin tools:
- add_media_contact: Flag journalists for careful handling
- list_flagged_conversations: Review queue for sensitive topics
- review_flagged_conversation: Mark items as reviewed

Testing framework:
- User journey simulator with realistic personas
- Red team scenarios for edge cases
- Action trigger validation tests
- Sensitive topic detection tests

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

Co-Authored-By: Claude Opus 4.5 <[email protected]>
@bokelley bokelley merged commit fbc9de9 into main Jan 3, 2026
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2 participants