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Merged
bokelley merged 2 commits into from
Jan 6, 2026
Merged

Add member search, introduction emails, and analytics #635

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fe87f50
Add member search, introduction emails, and analytics
bokelley Jan 5, 2026
d8b2e2b
Fix migration version conflict (141 -> 142)
bokelley Jan 5, 2026
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4 changes: 4 additions & 0 deletions .changeset/member-search-intros.md
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Original file line number Diff line number Diff line change
@@ -0,0 +1,4 @@
---
---

Member search analytics and introduction email improvements (no protocol changes)
272 changes: 269 additions & 3 deletions server/public/chat.html
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Original file line number Diff line number Diff line change
Expand Up @@ -226,6 +226,142 @@
padding: 16px;
}

/* Member cards from search results */
.member-cards-container {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(280px, 1fr));
gap: 12px;
margin: 12px 0;
}

.member-card {
background: var(--color-bg-card);
border: 1px solid var(--color-border);
border-radius: 12px;
padding: 16px;
text-decoration: none;
color: inherit;
display: flex;
flex-direction: column;
gap: 8px;
transition: all 0.2s;
}

.member-card:hover {
border-color: var(--color-brand);
box-shadow: 0 4px 12px rgba(26, 54, 180, 0.1);
transform: translateY(-2px);
}

.member-card-header {
display: flex;
align-items: center;
gap: 12px;
}

.member-card-logo {
width: 48px;
height: 48px;
border-radius: 8px;
object-fit: contain;
background: var(--color-bg-subtle);
flex-shrink: 0;
}

.member-card-logo-placeholder {
width: 48px;
height: 48px;
border-radius: 8px;
background: linear-gradient(135deg, var(--color-brand) 0%, var(--color-primary-600) 100%);
display: flex;
align-items: center;
justify-content: center;
color: white;
font-weight: 600;
font-size: 18px;
flex-shrink: 0;
}

.member-card-title {
flex: 1;
min-width: 0;
}

.member-card-name {
font-weight: 600;
font-size: 15px;
color: var(--color-text-heading);
margin: 0;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}

.member-card-tagline {
font-size: 13px;
color: var(--color-text-secondary);
margin: 0;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}

.member-card-description {
font-size: 13px;
color: var(--color-text-secondary);
line-height: 1.4;
display: -webkit-box;
-webkit-line-clamp: 2;
-webkit-box-orient: vertical;
overflow: hidden;
margin: 0;
}

.member-card-offerings {
display: flex;
flex-wrap: wrap;
gap: 4px;
margin-top: 4px;
}

.member-card-offering {
font-size: 11px;
padding: 2px 8px;
background: var(--color-primary-50, #eef2ff);
color: var(--color-brand);
border-radius: 12px;
white-space: nowrap;
}

.member-card-footer {
display: flex;
align-items: center;
justify-content: space-between;
margin-top: auto;
padding-top: 8px;
border-top: 1px solid var(--color-border);
}

.member-card-location {
font-size: 12px;
color: var(--color-text-muted);
display: flex;
align-items: center;
gap: 4px;
}

.member-card-cta {
font-size: 12px;
color: var(--color-brand);
font-weight: 500;
}

@media (max-width: 600px) {
.member-cards-container {
grid-template-columns: 1fr;
}
}

.message-content ul, .message-content ol {
margin: 8px 0;
padding-left: 20px;
Expand Down Expand Up @@ -1256,6 +1392,18 @@ <h2>Hi! I'm Addie</h2>
// Tab state - persisted to localStorage
let activeTabs = []; // [{id, title, channel, isLoading, unreadCount}]
let currentTabId = 'home'; // 'home' or conversation_id

// Event delegation for member card clicks (more secure than inline onclick)
messagesContainer.addEventListener('click', function(e) {
const card = e.target.closest('.member-card');
if (card) {
const slug = card.dataset.slug;
const sessionId = card.dataset.sessionId || null;
if (slug) {
trackMemberClick(slug, sessionId);
}
}
});
const originalTitle = document.title;

// Native app auth token (from URL hash, e.g., #token=xxx)
Expand Down Expand Up @@ -1840,6 +1988,91 @@ <h2>Hi! I'm Addie</h2>
sendButton.disabled = !hasText || isLoading || !isReady;
}

// Track member card clicks for analytics
function trackMemberClick(slug, searchSessionId) {
// Fire-and-forget analytics tracking
fetch(`/api/members/${encodeURIComponent(slug)}/click`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ search_session_id: searchSessionId }),
credentials: 'include',
}).catch(() => {
// Ignore errors - analytics shouldn't block navigation
});
}

// Render member search results as cards
function renderMemberCards(data) {
const searchSessionId = data.search_session_id || null;
const offeringLabels = {
buyer_agent: 'Buyer Agent',
sales_agent: 'Sales Agent',
creative_agent: 'Creative Agent',
signals_agent: 'Signals Agent',
publisher: 'Publisher',
consulting: 'Consulting',
managed_services: 'Managed Services',
implementation: 'Implementation',
other: 'Other',
};

const escapeHtml = (str) => {
if (!str) return '';
return str
.replace(/&/g, '&amp;')
.replace(/</g, '&lt;')
.replace(/>/g, '&gt;')
.replace(/"/g, '&quot;');
};

const cards = data.results.map(member => {
const logoHtml = member.logo_url
? `<img class="member-card-logo" src="${escapeHtml(member.logo_url)}" alt="${escapeHtml(member.display_name)}" onerror="this.style.display='none';this.nextElementSibling.style.display='flex'"><div class="member-card-logo-placeholder" style="display:none">${escapeHtml(member.display_name.charAt(0))}</div>`
: `<div class="member-card-logo-placeholder">${escapeHtml(member.display_name.charAt(0))}</div>`;

const taglineHtml = member.tagline
? `<p class="member-card-tagline">${escapeHtml(member.tagline)}</p>`
: '';

const descriptionHtml = member.description
? `<p class="member-card-description">${escapeHtml(member.description)}</p>`
: '';

const offeringsHtml = member.offerings && member.offerings.length > 0
? `<div class="member-card-offerings">${member.offerings.slice(0, 3).map(o =>
`<span class="member-card-offering">${escapeHtml(offeringLabels[o] || o)}</span>`
).join('')}</div>`
: '';

const locationHtml = member.headquarters
? `<span class="member-card-location">📍 ${escapeHtml(member.headquarters)}</span>`
: '<span></span>';

// Add onclick handler to track clicks
const sessionIdAttr = searchSessionId ? `data-session-id="${escapeHtml(searchSessionId)}"` : '';

return `
<a href="/members/${escapeHtml(member.slug)}" class="member-card" target="_blank" data-slug="${escapeHtml(member.slug)}" ${sessionIdAttr}>
<div class="member-card-header">
${logoHtml}
<div class="member-card-title">
<p class="member-card-name">${escapeHtml(member.display_name)}</p>
${taglineHtml}
</div>
</div>
${descriptionHtml}
${offeringsHtml}
<div class="member-card-footer">
${locationHtml}
<span class="member-card-cta">View Profile →</span>
</div>
</a>
`;
}).join('');

return `<div class="member-cards-container">${cards}</div>`;
}

// Render markdown using marked library
function renderMessage(text) {
// Configure marked for security and compatibility
Expand All @@ -1855,6 +2088,21 @@ <h2>Hi! I'm Addie</h2>
.replace(/</g, '&lt;')
.replace(/>/g, '&gt;');

// Check for embedded ADDIE_DATA blocks and extract them
const dataBlockRegex = /<!--ADDIE_DATA:([\s\S]*?):ADDIE_DATA-->/g;
const dataBlocks = [];
let processedText = text.replace(dataBlockRegex, (match, jsonStr) => {
try {
const data = JSON.parse(jsonStr);
const placeholder = `__ADDIE_DATA_PLACEHOLDER_${dataBlocks.length}__`;
dataBlocks.push(data);
return placeholder;
} catch (e) {
console.warn('Failed to parse ADDIE_DATA block:', e);
return ''; // Remove invalid blocks
}
});

// Use marked's built-in renderer with custom link and image handling
const renderer = new marked.Renderer();
renderer.link = function(href, title, text) {
Expand All @@ -1866,9 +2114,12 @@ <h2>Hi! I'm Addie</h2>
text = link.text;
}
// Validate URL scheme - only allow safe protocols
const safeHref = /^(https?:\/\/|mailto:|#)/i.test(href) ? href : '#';
const safeHref = /^(https?:\/\/|mailto:|#|\/)/i.test(href) ? href : '#';
const titleAttr = title ? ` title="${escapeAttr(title)}"` : '';
return `<a href="${escapeAttr(safeHref)}"${titleAttr} target="_blank" rel="noopener noreferrer">${text}</a>`;
// Use target="_blank" only for external links
const isExternal = /^https?:\/\//i.test(href);
const targetAttr = isExternal ? ' target="_blank" rel="noopener noreferrer"' : '';
return `<a href="${escapeAttr(safeHref)}"${titleAttr}${targetAttr}>${text}</a>`;
};

// Custom image renderer
Expand All @@ -1889,7 +2140,22 @@ <h2>Hi! I'm Addie</h2>
return `<a href="${safeHref}" target="_blank" rel="noopener noreferrer"><img src="${safeHref}"${altAttr}${titleAttr} loading="lazy"></a>`;
};

return marked.parse(text, { renderer });
let html = marked.parse(processedText, { renderer });

// Replace placeholders with rendered components
dataBlocks.forEach((data, index) => {
const placeholder = `__ADDIE_DATA_PLACEHOLDER_${index}__`;
let replacement = '';

if (data.type === 'member_search_results') {
replacement = renderMemberCards(data);
}
// Add more types here as needed

html = html.replace(placeholder, replacement);
});

return html;
}

// Render creative preview (iframe or HTML)
Expand Down
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