feat(signup): T+3 activation nudge for users with zero paired screens

Daily sweep (15:00 UTC) emails a warm, personal "checking in" message
to users who signed up 3-14 days ago and still have no paired screen,
nudging them toward activation. Once per user, reuses the Graph
transport (services/email.js) via the existing fromName/rawSubject
options.

- New service services/activationNudge.js, started from server.js.
  Self-correcting daily scheduler (recompute next 15:00 UTC each run;
  no node-cron dependency).
- Eligibility (Option B, workspace-aware): created 3-14 days ago,
  activation_nudge_sent_at IS NULL, COALESCE(email_alerts,1)=1 (only
  an explicit opt-out of 0 is excluded; NULL/unset still qualify), and
  ZERO devices owned by the user OR present in any workspace they
  belong to. The workspace check avoids nudging engaged team members.
- Idempotency: activation_nudge_sent_at, stamped after send; paired
  sentinel-1 backfill so the first sweep can't blast the dormant
  legacy base. Only genuinely-new signups become eligible.
- GATE: HOSTED_INSTANCE=true (positive hosted signal, NOT !selfHosted).
  A daily bulk sweep would be far worse to leak than a single email, so
  a self-hoster who configured Graph but missed SELF_HOSTED won't blast
  their user base. Unset -> neither scheduled nor sent. Documented in
  .env.example.
This commit is contained in:
ScreenTinker 2026-05-30 20:28:24 -05:00
parent 2f78fa1106
commit cbe00d6c85
4 changed files with 174 additions and 0 deletions

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@ -16,6 +16,12 @@ SELF_HOSTED=true
# who want to be notified of signups set this to their own address.
# ADMIN_NOTIFY_EMAIL=you@example.com
# Marks THIS deployment as the hosted (screentinker.com) instance. Gates the
# daily activation-nudge sweep (the T+3 "haven't paired a screen yet?" email).
# Leave UNSET on self-hosted instances so a daily bulk sweep never emails your
# user base with our onboarding mail. Only the hosted instance sets this true.
# HOSTED_INSTANCE=true
# --- Outbound email (Microsoft Graph, client-credentials flow) ---
# Required for ANY email (welcome, offline alerts, admin notify) to actually
# send. Leave blank and the app logs "[EMAIL] not configured" instead of sending.

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@ -153,6 +153,15 @@ const migrations = [
// sent at <time>". The backfill is idempotent: re-runs match nothing.
"ALTER TABLE users ADD COLUMN welcome_email_sent_at INTEGER",
"UPDATE users SET welcome_email_sent_at = 1 WHERE welcome_email_sent_at IS NULL",
// Slice 3: idempotency guard for the one-time T+3 activation nudge. Same
// shape as welcome_email_sent_at: non-null = handled. New signups get a real
// unix-seconds stamp when the daily sweep emails them (see
// services/activationNudge.js). The paired sentinel-1 backfill marks every
// pre-existing user as handled so the FIRST sweep can't blast the entire
// dormant legacy base with a stale "you signed up a few days ago" nudge --
// only genuinely-new signups (NULL) become eligible going forward.
"ALTER TABLE users ADD COLUMN activation_nudge_sent_at INTEGER",
"UPDATE users SET activation_nudge_sent_at = 1 WHERE activation_nudge_sent_at IS NULL",
];
for (const sql of migrations) {
try { db.exec(sql); } catch (e) { /* already exists */ }

View file

@ -491,6 +491,10 @@ startScheduler(io);
const { startAlertService } = require('./services/alerts');
startAlertService(io);
// Start activation-nudge sweep (T+3 onboarding nudge; gated on HOSTED_INSTANCE)
const { startActivationNudge } = require('./services/activationNudge');
startActivationNudge();
// Handle provisioning via WebSocket notification
const { db } = require('./db/database');
const originalProvisionRoute = require('./routes/provisioning');

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@ -0,0 +1,155 @@
// Activation nudge (Slice 3): a once-per-user "checking in" email sent T+3 days
// after signup when the user still has zero paired screens. Daily sweep at a
// fixed UTC hour. Reuses the single Microsoft Graph transport (./email).
//
// GATING — positive hosted signal, NOT !selfHosted:
// This is a daily BULK sweep. A self-hoster who configured Graph but forgot
// SELF_HOSTED=true would blast their whole dormant user base with Dan-branded
// onboarding mail. So we gate on an explicit HOSTED_INSTANCE=true: if it's not
// set, we neither schedule nor send. Hosted prod sets the env var.
//
// Idempotency: users.activation_nudge_sent_at, stamped after each send; the
// query's "IS NULL" guard means a user is nudged at most once. Re-runs are safe.
//
// Opt-out: users who explicitly turned email alerts off (email_alerts = 0) are
// excluded; NULL/unset and on (1) both qualify via COALESCE(...,1)=1.
const { db } = require('../db/database');
const { sendEmail } = require('./email');
const NUDGE_HOUR_UTC = 15; // 15:00 UTC daily
const LINKS = {
player: 'https://screentinker.com/player/',
pi: 'https://screentinker.com/guides/raspberry-pi-digital-signage.html',
androidTv: 'https://screentinker.com/guides/digital-signage-android-tv.html',
selfHosted: 'https://screentinker.com/guides/self-hosted-digital-signage.html',
discord: 'https://discord.gg/utTdsrqq4Z',
};
function htmlEscape(s) {
return String(s).replace(/[&<>"']/g, c =>
({ '&':'&amp;','<':'&lt;','>':'&gt;','"':'&quot;',"'":'&#39;' }[c]));
}
// Pure-ASCII plain text (same deliverability rule as the welcome email).
function nudgeText(name) {
return `Hi ${name},
You signed up for ScreenTinker a few days ago, and I noticed you
haven't paired a screen yet. No worries at all. I just wanted to
check in and see if anything's getting in the way.
If you hit a snag, hit reply and tell me what happened. It comes
straight to me and I'll help you sort it.
If you just haven't had a chance yet, the fastest way to start is the
web player. Turn any browser into a screen in about a minute:
-> ${LINKS.player}
Or if you're setting up real hardware:
- Raspberry Pi: ${LINKS.pi}
- Android TV: ${LINKS.androidTv}
- Self-hosted: ${LINKS.selfHosted}
And the Discord is here if you'd rather ask there:
${LINKS.discord}
And if you'd rather I didn't check in, just say the word.
- Dan
ScreenTinker`;
}
function nudgeHtml(name) {
return `<div style="font-family:-apple-system,'Segoe UI',Roboto,sans-serif;font-size:15px;line-height:1.6;color:#222;max-width:560px">
<p>Hi ${htmlEscape(name)},</p>
<p>You signed up for ScreenTinker a few days ago, and I noticed you haven't paired a screen yet. No worries at all. I just wanted to check in and see if anything's getting in the way.</p>
<p>If you hit a snag, hit reply and tell me what happened. It comes straight to me and I'll help you sort it.</p>
<p>If you just haven't had a chance yet, the fastest way to start is the web player. Turn any browser into a screen in about a minute:</p>
<p><a href="${LINKS.player}" style="font-weight:600">Open the web player</a></p>
<p>Or if you're setting up real hardware:</p>
<ul>
<li><a href="${LINKS.pi}">Raspberry Pi setup</a></li>
<li><a href="${LINKS.androidTv}">Android TV setup</a></li>
<li><a href="${LINKS.selfHosted}">Self-hosted setup</a></li>
</ul>
<p>And the <a href="${LINKS.discord}">Discord is here</a> if you'd rather ask there.</p>
<p>And if you'd rather I didn't check in, just say the word.</p>
<p>- Dan<br>ScreenTinker</p>
</div>`;
}
// Eligible = signed up 3-14 days ago, never nudged, not opted out, and with
// ZERO devices either owned by the user OR present in any workspace they belong
// to (Option B, workspace-aware — avoids nudging engaged team members).
const ELIGIBLE_SQL = `
SELECT u.id, u.email, u.name FROM users u
WHERE u.created_at < strftime('%s','now') - (3 * 86400)
AND u.created_at > strftime('%s','now') - (14 * 86400)
AND u.activation_nudge_sent_at IS NULL
AND COALESCE(u.email_alerts, 1) = 1
AND NOT EXISTS (SELECT 1 FROM devices d WHERE d.user_id = u.id)
AND NOT EXISTS (
SELECT 1 FROM workspace_members wm
JOIN devices d2 ON d2.workspace_id = wm.workspace_id
WHERE wm.user_id = u.id)
`;
function isHosted() {
return process.env.HOSTED_INSTANCE === 'true';
}
// Run one sweep. Exported so the dev verify harness can drive it directly
// without waiting for 15:00 UTC. Returns the number of nudges sent.
async function runActivationNudgeSweep() {
if (!isHosted()) return 0; // defense in depth (scheduler is also gated)
const users = db.prepare(ELIGIBLE_SQL).all();
console.log(`[NUDGE] sweep: ${users.length} eligible user(s)`);
let sent = 0;
for (const u of users) {
const name = (u.name && u.name.trim()) ? u.name.trim() : u.email.split('@')[0];
const r = await sendEmail({
to: u.email,
fromName: 'Dan at ScreenTinker',
rawSubject: true,
subject: "Quick check-in - how's ScreenTinker going?",
text: nudgeText(name),
html: nudgeHtml(name),
});
console.log(`[NUDGE] nudge -> ${u.email}: ${JSON.stringify(r)}`);
// Stamp after the send (no retry, same discipline as the welcome email).
db.prepare("UPDATE users SET activation_nudge_sent_at = strftime('%s','now') WHERE id = ?").run(u.id);
sent++;
}
return sent;
}
function msUntilNextRun() {
const now = new Date();
const next = new Date(Date.UTC(
now.getUTCFullYear(), now.getUTCMonth(), now.getUTCDate(), NUDGE_HOUR_UTC, 0, 0, 0));
if (next.getTime() <= now.getTime()) next.setUTCDate(next.getUTCDate() + 1);
return next.getTime() - now.getTime();
}
// Self-correcting daily scheduler (recompute next 15:00 UTC each run; no drift,
// no node-cron dependency). Gated on HOSTED_INSTANCE.
function startActivationNudge() {
if (!isHosted()) {
console.log('[NUDGE] HOSTED_INSTANCE not set - activation nudge sweep disabled');
return;
}
const schedule = () => {
const delay = msUntilNextRun();
console.log(`[NUDGE] next activation-nudge sweep in ~${Math.round(delay / 60000)} min (15:00 UTC daily)`);
setTimeout(() => {
runActivationNudgeSweep().catch(e => console.error('[NUDGE] sweep error:', e.message));
schedule();
}, delay);
};
schedule();
}
module.exports = { startActivationNudge, runActivationNudgeSweep };