@aglyn/plugins-outreach 1.0.0-beta.152 → 1.0.0-beta.153

package/README.md

@@ -1,7 +1,11 @@
 # @aglyn/plugins-outreach
 
 Sequences: one-to-one, multi-step email sequences a rep sends from
-their own connected mailbox, logged on the CRM's records.
+their own connected mailbox, logged on the CRM's records. A sequence
+enrolls a contact or a lead (AGL-3234): an enrollment names which record the
+person is, a lead is judged and merged as the contact it would be, and when
+the lead converts its enrollment follows it to the contact through the
+core's lead-conversion seam.
 
 > Beta. Published from the Aglyn monorepo under the `beta` dist-tag; APIs can change between beta releases.
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-outreach",
-  "version": "1.0.0-beta.152",
+  "version": "1.0.0-beta.153",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,17 +25,17 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.152",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.152",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.152",
-    "@aglyn/shared-ui-next": "1.0.0-beta.152",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.152",
-    "@aglyn/shared-util-http": "1.0.0-beta.152",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.152",
-    "@aglyn/shared-util-tools": "1.0.0-beta.152",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.152",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.152",
-    "@aglyn/tenant-runtime": "1.0.0-beta.152",
+    "@aglyn/aglyn": "1.0.0-beta.153",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.153",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.153",
+    "@aglyn/shared-ui-next": "1.0.0-beta.153",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.153",
+    "@aglyn/shared-util-http": "1.0.0-beta.153",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.153",
+    "@aglyn/shared-util-tools": "1.0.0-beta.153",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.153",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.153",
+    "@aglyn/tenant-runtime": "1.0.0-beta.153",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/components/enroll-dialog.js

@@ -23,7 +23,7 @@ import { useMemo, useState } from "react";
 import { OUTREACH_ENROLL_BATCH_MAX } from "../model/outreach-api.js";
 import { OUTREACH_ATTESTATION_LABELS, OUTREACH_PERSONAL_LINE_MAX } from "../model/outreach.types.js";
 import { OutreachLoading, OutreachLoadProblem } from "./outreach-ui.js";
-import { useOutreachContactSearch, useOutreachSavedViews } from "./use-outreach-crm.js";
+import { useOutreachContactSearch, useOutreachLeadSearch, useOutreachSavedViews } from "./use-outreach-crm.js";
 const STATUS_LABELS = {
     eligible: 'Eligible',
     needs_confirmation: 'Needs you',
@@ -59,6 +59,10 @@ const STATUS_COLORS = {
     const [viewId, setViewId] = useState('');
     const [text, setText] = useState('');
     const [picked, setPicked] = useState(new Map());
+    // The leads picked from the sequence's site (AGL-3234), kept apart from
+    // the contacts: the two are different records and the source names which.
+    const [leadText, setLeadText] = useState('');
+    const [pickedLeads, setPickedLeads] = useState(new Map());
     const [stage, setStage] = useState({
         kind: 'source'
     });
@@ -72,6 +76,11 @@ const STATUS_COLORS = {
         contactGroupId: props.contactGroupId,
         text
     });
+    const leadSearch = useOutreachLeadSearch({
+        hostId: sequence.hostId,
+        text: leadText,
+        enabled: props.open && tab === 'leads'
+    });
     const reset = ()=>{
         setStage({
             kind: 'source'
@@ -83,7 +92,9 @@ const STATUS_COLORS = {
     const close = ()=>{
         reset();
         setPicked(new Map());
+        setPickedLeads(new Map());
         setText('');
+        setLeadText('');
         setViewId('');
         props.onClose();
     };
@@ -95,7 +106,7 @@ const STATUS_COLORS = {
         try {
             const answer = await api.previewEnrollment(sequence.id, source);
             setSupplied(Object.fromEntries(answer.people.map((person)=>[
-                    person.contactId,
+                    person.personId,
                     {
                         include: person.status !== 'blocked',
                         personalLine: '',
@@ -114,13 +125,13 @@ const STATUS_COLORS = {
         }
     };
     const answer = stage.kind === 'preview' || stage.kind === 'enrolling' ? stage.answer : null;
-    const ready = useMemo(()=>answer ? answer.people.filter((person)=>outreachPersonReady(person, supplied[person.contactId])) : [], [
+    const ready = useMemo(()=>answer ? answer.people.filter((person)=>outreachPersonReady(person, supplied[person.personId])) : [], [
         answer,
         supplied
     ]);
     const waiting = answer ? answer.people.filter((person)=>{
-        var _supplied_person_contactId;
-        return person.status === 'needs_confirmation' && ((_supplied_person_contactId = supplied[person.contactId]) == null ? void 0 : _supplied_person_contactId.include) && !outreachPersonReady(person, supplied[person.contactId]);
+        var _supplied_person_personId;
+        return person.status === 'needs_confirmation' && ((_supplied_person_personId = supplied[person.personId]) == null ? void 0 : _supplied_person_personId.include) && !outreachPersonReady(person, supplied[person.personId]);
     }).length : 0;
     const enroll = async ()=>{
         if (!answer || !ready.length) return;
@@ -132,12 +143,15 @@ const STATUS_COLORS = {
         try {
             const result = await api.enroll(sequence.id, ready.map((person)=>{
                 var _ref, _ref1;
-                var _supplied_person_contactId, _supplied_person_contactId1;
-                return {
-                    contactId: person.contactId,
-                    personalLine: (_ref = (_supplied_person_contactId = supplied[person.contactId]) == null ? void 0 : _supplied_person_contactId.personalLine.trim()) != null ? _ref : '',
-                    attestations: (_ref1 = (_supplied_person_contactId1 = supplied[person.contactId]) == null ? void 0 : _supplied_person_contactId1.attestations) != null ? _ref1 : []
-                };
+                var _supplied_person_personId, _supplied_person_personId1;
+                return _extends({}, person.target === 'lead' && person.leadId ? {
+                    leadId: person.leadId
+                } : {
+                    contactId: person.contactId
+                }, {
+                    personalLine: (_ref = (_supplied_person_personId = supplied[person.personId]) == null ? void 0 : _supplied_person_personId.personalLine.trim()) != null ? _ref : '',
+                    attestations: (_ref1 = (_supplied_person_personId1 = supplied[person.personId]) == null ? void 0 : _supplied_person_personId1.attestations) != null ? _ref1 : []
+                });
             }));
             setStage({
                 kind: 'done',
@@ -152,32 +166,36 @@ const STATUS_COLORS = {
             });
         }
     };
-    const supply = (contactId, next)=>setSupplied((previous)=>_extends({}, previous, {
-                [contactId]: _extends({}, previous[contactId], next)
+    const supply = (personId, next)=>setSupplied((previous)=>_extends({}, previous, {
+                [personId]: _extends({}, previous[personId], next)
             }));
     const previewEmail = async (person)=>{
         setEmailPreview((previous)=>_extends({}, previous, {
-                [person.contactId]: {
+                [person.personId]: {
                     status: 'loading'
                 }
             }));
         try {
             var _ref;
-            var _supplied_person_contactId;
-            const result = await api.previewEmail({
-                sequenceId: sequence.id,
-                contactId: person.contactId,
-                personalLine: (_ref = (_supplied_person_contactId = supplied[person.contactId]) == null ? void 0 : _supplied_person_contactId.personalLine.trim()) != null ? _ref : ''
-            });
+            var _supplied_person_personId;
+            const result = await api.previewEmail(_extends({
+                sequenceId: sequence.id
+            }, person.target === 'lead' && person.leadId ? {
+                leadId: person.leadId
+            } : {
+                contactId: person.contactId
+            }, {
+                personalLine: (_ref = (_supplied_person_personId = supplied[person.personId]) == null ? void 0 : _supplied_person_personId.personalLine.trim()) != null ? _ref : ''
+            }));
             setEmailPreview((previous)=>_extends({}, previous, {
-                    [person.contactId]: {
+                    [person.personId]: {
                         status: 'ready',
                         answer: result
                     }
                 }));
         } catch (error) {
             setEmailPreview((previous)=>_extends({}, previous, {
-                    [person.contactId]: {
+                    [person.personId]: {
                         status: 'failed',
                         message: error.message
                     }
@@ -233,6 +251,10 @@ const STATUS_COLORS = {
                                         /*#__PURE__*/ _jsx(Tab, {
                                             value: "search",
                                             label: "Search"
+                                        }),
+                                        /*#__PURE__*/ _jsx(Tab, {
+                                            value: "leads",
+                                            label: "Leads"
                                         })
                                     ]
                                 }),
@@ -247,15 +269,93 @@ const STATUS_COLORS = {
                                     label: "Saved Contacts view",
                                     value: viewId,
                                     onChange: (event)=>setViewId(event.target.value),
-                                    helperText: `Enrolls up to ${OUTREACH_ENROLL_BATCH_MAX} of the people the view shows at this sequence’s site.`,
+                                    helperText: `Enrolls up to ${OUTREACH_ENROLL_BATCH_MAX} of the people the view shows at this sequence’s site — a Contacts view, or a Leads view of the site’s leads.`,
                                     fullWidth: true,
                                     children: views.data.map((view)=>/*#__PURE__*/ _jsx(MenuItem, {
                                             value: view.id,
-                                            children: view.name
+                                            children: view.section === 'leads' ? `${view.name} (Leads)` : view.name
                                         }, view.id))
                                 }) : /*#__PURE__*/ _jsx(Alert, {
                                     severity: "info",
                                     children: "You have no saved Contacts views to enroll from. Save one in the CRM, or search instead."
+                                }) : tab === 'leads' ? /*#__PURE__*/ _jsxs(Stack, {
+                                    spacing: 1.5,
+                                    children: [
+                                        /*#__PURE__*/ _jsx(TextField, {
+                                            label: "Search leads",
+                                            placeholder: "A name, or an email address",
+                                            value: leadText,
+                                            onChange: (event)=>setLeadText(event.target.value),
+                                            helperText: "The open leads at this sequence’s site. A lead is enrolled as it is, and follows itself to the contact it becomes.",
+                                            fullWidth: true,
+                                            autoFocus: true
+                                        }),
+                                        leadSearch.status === 'loading' ? /*#__PURE__*/ _jsx(OutreachLoading, {
+                                            label: "Reading leads…"
+                                        }) : null,
+                                        leadSearch.status === 'error' || leadSearch.status === 'refused' ? /*#__PURE__*/ _jsx(OutreachLoadProblem, {
+                                            status: leadSearch.status,
+                                            what: "leads",
+                                            message: leadSearch.status === 'refused' ? 'Enrolling reads your CRM’s leads, and your role does not include Manage data.' : 'The leads could not be read. Try again.'
+                                        }) : null,
+                                        leadSearch.status === 'ready' && !leadSearch.idle && !leadSearch.data.length ? /*#__PURE__*/ _jsx(Typography, {
+                                            variant: "body2",
+                                            color: "text.secondary",
+                                            children: "No open leads at this sequence’s site match."
+                                        }) : null,
+                                        leadSearch.data.length ? /*#__PURE__*/ _jsx(List, {
+                                            dense: true,
+                                            "aria-label": "Lead results",
+                                            children: leadSearch.data.map((lead)=>{
+                                                const checked = pickedLeads.has(lead.id);
+                                                return /*#__PURE__*/ _jsx(ListItem, {
+                                                    disablePadding: true,
+                                                    children: /*#__PURE__*/ _jsxs(ListItemButton, {
+                                                        onClick: ()=>setPickedLeads((previous)=>{
+                                                                const next = new Map(previous);
+                                                                if (checked) next.delete(lead.id);
+                                                                else if (next.size < OUTREACH_ENROLL_BATCH_MAX) next.set(lead.id, lead);
+                                                                return next;
+                                                            }),
+                                                        children: [
+                                                            /*#__PURE__*/ _jsx(ListItemIcon, {
+                                                                children: /*#__PURE__*/ _jsx(Checkbox, {
+                                                                    edge: "start",
+                                                                    checked: checked,
+                                                                    tabIndex: -1,
+                                                                    disableRipple: true
+                                                                })
+                                                            }),
+                                                            /*#__PURE__*/ _jsx(ListItemText, {
+                                                                primary: lead.name || lead.email || lead.id,
+                                                                secondary: lead.email
+                                                            })
+                                                        ]
+                                                    })
+                                                }, lead.id);
+                                            })
+                                        }) : null,
+                                        pickedLeads.size ? /*#__PURE__*/ _jsx(Stack, {
+                                            direction: "row",
+                                            spacing: 1,
+                                            sx: {
+                                                flexWrap: 'wrap',
+                                                rowGap: 1
+                                            },
+                                            "aria-label": "Picked leads",
+                                            children: [
+                                                ...pickedLeads.values()
+                                            ].map((lead)=>/*#__PURE__*/ _jsx(Chip, {
+                                                    size: "small",
+                                                    label: lead.name || lead.email || lead.id,
+                                                    onDelete: ()=>setPickedLeads((previous)=>{
+                                                            const next = new Map(previous);
+                                                            next.delete(lead.id);
+                                                            return next;
+                                                        })
+                                                }, lead.id))
+                                        }) : null
+                                    ]
                                 }) : /*#__PURE__*/ _jsxs(Stack, {
                                     spacing: 1.5,
                                     children: [
@@ -362,12 +462,12 @@ const STATUS_COLORS = {
                                     "aria-label": "People",
                                     children: answer.people.map((person)=>/*#__PURE__*/ _jsx(PersonRow, {
                                             person: person,
-                                            supplied: supplied[person.contactId],
-                                            onSupply: (next)=>supply(person.contactId, next),
-                                            emailPreview: emailPreview[person.contactId],
+                                            supplied: supplied[person.personId],
+                                            onSupply: (next)=>supply(person.personId, next),
+                                            emailPreview: emailPreview[person.personId],
                                             onPreviewEmail: ()=>void previewEmail(person),
                                             disabled: stage.kind === 'enrolling'
-                                        }, person.contactId))
+                                        }, person.personId))
                                 }),
                                 waiting ? /*#__PURE__*/ _jsx(Typography, {
                                     variant: "body2",
@@ -410,10 +510,15 @@ const STATUS_COLORS = {
                             ]
                         }) : /*#__PURE__*/ _jsx(Button, {
                             variant: "contained",
-                            disabled: stage.kind === 'previewing' || (tab === 'view' ? !viewId : !picked.size),
+                            disabled: stage.kind === 'previewing' || (tab === 'view' ? !viewId : tab === 'leads' ? !pickedLeads.size : !picked.size),
                             onClick: ()=>void preview(tab === 'view' ? {
                                     kind: 'view',
                                     viewId
+                                } : tab === 'leads' ? {
+                                    kind: 'leads',
+                                    leadIds: [
+                                        ...pickedLeads.keys()
+                                    ]
                                 } : {
                                     kind: 'contacts',
                                     contactIds: [
@@ -437,7 +542,7 @@ function PersonRow(props) {
     var _ref, _ref1;
     var _props_emailPreview, _props_emailPreview1, _props_emailPreview2;
     const { person, supplied, disabled } = props;
-    const name = person.name || person.email || person.contactId;
+    const name = person.name || person.email || person.personId;
     const line = (_ref = supplied == null ? void 0 : supplied.personalLine) != null ? _ref : '';
     const tooLong = line.trim().length > OUTREACH_PERSONAL_LINE_MAX;
     return /*#__PURE__*/ _jsx(Paper, {
@@ -486,6 +591,11 @@ function PersonRow(props) {
                                 alignItems: 'center'
                             },
                             children: [
+                                person.target === 'lead' ? /*#__PURE__*/ _jsx(Chip, {
+                                    size: "small",
+                                    variant: "outlined",
+                                    label: "Lead"
+                                }) : null,
                                 person.cold ? /*#__PURE__*/ _jsx(Chip, {
                                     size: "small",
                                     variant: "outlined",
@@ -636,7 +746,7 @@ function DoneSummary(props) {
                             children: [
                                 /*#__PURE__*/ _jsx(Typography, {
                                     variant: "body2",
-                                    children: (_result_email = result.email) != null ? _result_email : result.contactId
+                                    children: (_result_email = result.email) != null ? _result_email : result.personId
                                 }),
                                 result.blocks.map((block)=>/*#__PURE__*/ _jsx(Typography, {
                                         variant: "body2",
@@ -644,7 +754,7 @@ function DoneSummary(props) {
                                         children: block.reason
                                     }, block.code))
                             ]
-                        }, result.contactId);
+                        }, result.personId);
                     })
                 ]
             }) : null

package/src/lib/components/enroll-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/enroll-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { HelpTip } from '@aglyn/shared-ui-jsx'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Chip,\n  type ChipProps,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControlLabel,\n  FormGroup,\n  List,\n  ListItem,\n  ListItemButton,\n  ListItemIcon,\n  ListItemText,\n  MenuItem,\n  Paper,\n  Stack,\n  Tab,\n  Tabs,\n  TextField,\n  Typography,\n  useMediaQuery,\n  useTheme,\n} from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewPerson,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollPreviewStatus,\n  type OutreachEnrollSource,\n  type OutreachPreviewResponse,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_ATTESTATION_LABELS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachSequence,\n} from '../model/outreach.types'\nimport { OutreachLoading, OutreachLoadProblem } from './outreach-ui'\nimport type { OutreachApi } from './use-outreach-api'\nimport {\n  type OutreachContactOption,\n  useOutreachContactSearch,\n  useOutreachSavedViews,\n} from './use-outreach-crm'\n\nexport interface OutreachEnrollDialogProps {\n  open: boolean\n  onClose(): void\n  orgId: string\n  sequence: OutreachSequence\n  /** The consent group of the sequence's site: whose names a search shows. */\n  contactGroupId: string\n  uid: string | null\n  api: OutreachApi\n}\n\nconst STATUS_LABELS: Record<OutreachEnrollPreviewStatus, string> = {\n  eligible: 'Eligible',\n  needs_confirmation: 'Needs you',\n  blocked: 'Blocked',\n}\n\nconst STATUS_COLORS: Record<OutreachEnrollPreviewStatus, ChipProps['color']> = {\n  eligible: 'success',\n  needs_confirmation: 'warning',\n  blocked: 'default',\n}\n\n/** What the rep has supplied for one person. */\ninterface Supplied {\n  include: boolean\n  personalLine: string\n  attestations: OutreachAttestationKind[]\n}\n\ntype Stage =\n  | { kind: 'source' }\n  | { kind: 'previewing' }\n  | { kind: 'preview'; answer: OutreachEnrollPreviewResponse }\n  | { kind: 'enrolling'; answer: OutreachEnrollPreviewResponse }\n  | { kind: 'done'; results: OutreachEnrollOutcome[]; enrolled: number }\n\n/** Whether a person may be sent to Confirm as the rep has left them. */\nexport function outreachPersonReady(\n  person: OutreachEnrollPreviewPerson,\n  supplied: Supplied | undefined,\n): boolean {\n  if (person.status === 'blocked' || !supplied?.include) return false\n  const line = supplied.personalLine.trim()\n  if (line.length > OUTREACH_PERSONAL_LINE_MAX) return false\n  if (person.status === 'eligible') return true\n  if (person.requires.personalLine && !line) return false\n  return person.requires.attestations.every((kind) =>\n    supplied.attestations.includes(kind),\n  )\n}\n\n/**\n * Enroll people in a sequence (AGL-2980).\n *\n * The rep picks a saved Contacts view or searches for people, and sees each\n * marked as the gates see them: eligible, blocked with the reason, or\n * waiting on them — for a cold contact, a personal line and the three\n * attestations only they can make, stored on the enrollment with who ticked\n * them and when. Enroll sends only the people who are ready, and the server\n * checks every gate again as it enrolls them.\n */\nexport function OutreachEnrollDialog(props: OutreachEnrollDialogProps) {\n  const { orgId, sequence, api } = props\n  const theme = useTheme()\n  const narrow = useMediaQuery(theme.breakpoints.down('sm'))\n  const [tab, setTab] = useState<'view' | 'search'>('view')\n  const [viewId, setViewId] = useState('')\n  const [text, setText] = useState('')\n  const [picked, setPicked] = useState<Map<string, OutreachContactOption>>(\n    new Map(),\n  )\n  const [stage, setStage] = useState<Stage>({ kind: 'source' })\n  const [problem, setProblem] = useState<string | null>(null)\n  const [supplied, setSupplied] = useState<Record<string, Supplied>>({})\n  const [emailPreview, setEmailPreview] = useState<\n    Record<\n      string,\n      | { status: 'loading' }\n      | { status: 'ready'; answer: OutreachPreviewResponse }\n      | { status: 'failed'; message: string }\n    >\n  >({})\n\n  const views = useOutreachSavedViews(props.open ? orgId : null, props.uid)\n  const search = useOutreachContactSearch({\n    orgId: props.open && tab === 'search' ? orgId : null,\n    hostId: sequence.hostId,\n    contactGroupId: props.contactGroupId,\n    text,\n  })\n\n  const reset = () => {\n    setStage({ kind: 'source' })\n    setProblem(null)\n    setSupplied({})\n    setEmailPreview({})\n  }\n  const close = () => {\n    reset()\n    setPicked(new Map())\n    setText('')\n    setViewId('')\n    props.onClose()\n  }\n\n  const preview = async (source: OutreachEnrollSource) => {\n    setProblem(null)\n    setStage({ kind: 'previewing' })\n    try {\n      const answer = await api.previewEnrollment(sequence.id, source)\n      setSupplied(\n        Object.fromEntries(\n          answer.people.map((person) => [\n            person.contactId,\n            {\n              include: person.status !== 'blocked',\n              personalLine: '',\n              attestations: [],\n            },\n          ]),\n        ),\n      )\n      setStage({ kind: 'preview', answer })\n    } catch (error) {\n      setProblem((error as Error).message)\n      setStage({ kind: 'source' })\n    }\n  }\n\n  const answer =\n    stage.kind === 'preview' || stage.kind === 'enrolling' ? stage.answer : null\n  const ready = useMemo(\n    () =>\n      answer\n        ? answer.people.filter((person) =>\n            outreachPersonReady(person, supplied[person.contactId]),\n          )\n        : [],\n    [answer, supplied],\n  )\n  const waiting = answer\n    ? answer.people.filter(\n        (person) =>\n          person.status === 'needs_confirmation' &&\n          supplied[person.contactId]?.include &&\n          !outreachPersonReady(person, supplied[person.contactId]),\n      ).length\n    : 0\n\n  const enroll = async () => {\n    if (!answer || !ready.length) return\n    setProblem(null)\n    setStage({ kind: 'enrolling', answer })\n    try {\n      const result = await api.enroll(\n        sequence.id,\n        ready.map((person) => ({\n          contactId: person.contactId,\n          personalLine: supplied[person.contactId]?.personalLine.trim() ?? '',\n          attestations: supplied[person.contactId]?.attestations ?? [],\n        })),\n      )\n      setStage({\n        kind: 'done',\n        results: result.results,\n        enrolled: result.enrolled,\n      })\n    } catch (error) {\n      setProblem((error as Error).message)\n      setStage({ kind: 'preview', answer })\n    }\n  }\n\n  const supply = (contactId: string, next: Partial<Supplied>) =>\n    setSupplied((previous) => ({\n      ...previous,\n      [contactId]: { ...previous[contactId], ...next } as Supplied,\n    }))\n\n  const previewEmail = async (person: OutreachEnrollPreviewPerson) => {\n    setEmailPreview((previous) => ({\n      ...previous,\n      [person.contactId]: { status: 'loading' },\n    }))\n    try {\n      const result = await api.previewEmail({\n        sequenceId: sequence.id,\n        contactId: person.contactId,\n        personalLine: supplied[person.contactId]?.personalLine.trim() ?? '',\n      })\n      setEmailPreview((previous) => ({\n        ...previous,\n        [person.contactId]: { status: 'ready', answer: result },\n      }))\n    } catch (error) {\n      setEmailPreview((previous) => ({\n        ...previous,\n        [person.contactId]: {\n          status: 'failed',\n          message: (error as Error).message,\n        },\n      }))\n    }\n  }\n\n  const title = `Enroll people in ${sequence.name}`\n\n  return (\n    <Dialog\n      open={props.open}\n      onClose={close}\n      fullWidth\n      maxWidth=\"md\"\n      fullScreen={narrow}\n      aria-label={title}\n    >\n      <DialogTitle>\n        <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center' }}>\n          <span>{title}</span>\n          <HelpTip {...pluginDocsHelp('sequences', { anchor: '#enroll' })} />\n        </Stack>\n      </DialogTitle>\n      <DialogContent dividers>\n        <Stack spacing={2}>\n          {problem ? <Alert severity=\"error\">{problem}</Alert> : null}\n\n          {stage.kind === 'source' ? (\n            <>\n              <Tabs\n                value={tab}\n                onChange={(_event, next) => setTab(next)}\n                aria-label=\"Where the people come from\"\n              >\n                <Tab value=\"view\" label=\"Saved view\" />\n                <Tab value=\"search\" label=\"Search\" />\n              </Tabs>\n              {tab === 'view' ? (\n                views.status === 'loading' ? (\n                  <OutreachLoading label=\"Loading saved views…\" />\n                ) : views.status === 'error' || views.status === 'refused' ? (\n                  <OutreachLoadProblem\n                    status={views.status}\n                    what=\"saved views\"\n                    message={\n                      views.status === 'refused'\n                        ? 'Enrolling reads your CRM’s contacts, and your role does not include Manage data.'\n                        : null\n                    }\n                  />\n                ) : views.data.length ? (\n                  <TextField\n                    select\n                    label=\"Saved Contacts view\"\n                    value={viewId}\n                    onChange={(event) => setViewId(event.target.value)}\n                    helperText={`Enrolls up to ${OUTREACH_ENROLL_BATCH_MAX} of the people the view shows at this sequence’s site.`}\n                    fullWidth\n                  >\n                    {views.data.map((view) => (\n                      <MenuItem key={view.id} value={view.id}>\n                        {view.name}\n                      </MenuItem>\n                    ))}\n                  </TextField>\n                ) : (\n                  <Alert severity=\"info\">\n                    You have no saved Contacts views to enroll from. Save one in\n                    the CRM, or search instead.\n                  </Alert>\n                )\n              ) : (\n                <Stack spacing={1.5}>\n                  <TextField\n                    label=\"Search contacts\"\n                    placeholder=\"A name, or an email address\"\n                    value={text}\n                    onChange={(event) => setText(event.target.value)}\n                    fullWidth\n                    autoFocus\n                  />\n                  {search.status === 'loading' ? (\n                    <OutreachLoading label=\"Searching…\" />\n                  ) : null}\n                  {search.status === 'error' || search.status === 'refused' ? (\n                    <OutreachLoadProblem\n                      status={search.status}\n                      what=\"contacts\"\n                      message={\n                        search.status === 'refused'\n                          ? 'Enrolling reads your CRM’s contacts, and your role does not include Manage data.'\n                          : 'The search failed. Try again.'\n                      }\n                    />\n                  ) : null}\n                  {search.status === 'ready' &&\n                  !search.idle &&\n                  !search.data.length ? (\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      No contacts at this sequence’s site match.\n                    </Typography>\n                  ) : null}\n                  {search.data.length ? (\n                    <List dense aria-label=\"Search results\">\n                      {search.data.map((contact) => {\n                        const checked = picked.has(contact.id)\n                        return (\n                          <ListItem key={contact.id} disablePadding>\n                            <ListItemButton\n                              onClick={() =>\n                                setPicked((previous) => {\n                                  const next = new Map(previous)\n                                  if (checked) next.delete(contact.id)\n                                  else if (\n                                    next.size < OUTREACH_ENROLL_BATCH_MAX\n                                  )\n                                    next.set(contact.id, contact)\n                                  return next\n                                })\n                              }\n                            >\n                              <ListItemIcon>\n                                <Checkbox\n                                  edge=\"start\"\n                                  checked={checked}\n                                  tabIndex={-1}\n                                  disableRipple\n                                />\n                              </ListItemIcon>\n                              <ListItemText\n                                primary={\n                                  contact.name || contact.email || contact.id\n                                }\n                                secondary={contact.email}\n                              />\n                            </ListItemButton>\n                          </ListItem>\n                        )\n                      })}\n                    </List>\n                  ) : null}\n                  {picked.size ? (\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', rowGap: 1 }}\n                      aria-label=\"Picked\"\n                    >\n                      {[...picked.values()].map((contact) => (\n                        <Chip\n                          key={contact.id}\n                          size=\"small\"\n                          label={contact.name || contact.email || contact.id}\n                          onDelete={() =>\n                            setPicked((previous) => {\n                              const next = new Map(previous)\n                              next.delete(contact.id)\n                              return next\n                            })\n                          }\n                        />\n                      ))}\n                    </Stack>\n                  ) : null}\n                </Stack>\n              )}\n            </>\n          ) : null}\n\n          {stage.kind === 'previewing' ? (\n            <OutreachLoading label=\"Checking each person…\" />\n          ) : null}\n\n          {answer ? (\n            <Stack spacing={1.5}>\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {summary(answer)}\n              </Typography>\n              {answer.truncated ? (\n                <Alert severity=\"info\">\n                  {`This shows the first ${answer.people.length} of ${answer.total}. Enroll these, then preview again for the rest.`}\n                </Alert>\n              ) : null}\n              <Stack\n                spacing={1}\n                component=\"ul\"\n                sx={{ listStyle: 'none', p: 0, m: 0 }}\n                aria-label=\"People\"\n              >\n                {answer.people.map((person) => (\n                  <PersonRow\n                    key={person.contactId}\n                    person={person}\n                    supplied={supplied[person.contactId]}\n                    onSupply={(next) => supply(person.contactId, next)}\n                    emailPreview={emailPreview[person.contactId]}\n                    onPreviewEmail={() => void previewEmail(person)}\n                    disabled={stage.kind === 'enrolling'}\n                  />\n                ))}\n              </Stack>\n              {waiting ? (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {`${waiting} ${waiting === 1 ? 'person still needs' : 'people still need'} a personal line or a confirmation, and won't be enrolled until they have one.`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : null}\n\n          {stage.kind === 'done' ? (\n            <DoneSummary results={stage.results} enrolled={stage.enrolled} />\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        {stage.kind === 'done' ? (\n          <Button variant=\"contained\" onClick={close}>\n            Done\n          </Button>\n        ) : (\n          <>\n            <Button onClick={close}>Cancel</Button>\n            {stage.kind === 'preview' || stage.kind === 'enrolling' ? (\n              <>\n                <Button onClick={reset} disabled={stage.kind === 'enrolling'}>\n                  Back\n                </Button>\n                <Button\n                  variant=\"contained\"\n                  disabled={!ready.length || stage.kind === 'enrolling'}\n                  onClick={() => void enroll()}\n                >\n                  {stage.kind === 'enrolling'\n                    ? 'Enrolling…'\n                    : `Enroll ${ready.length} ${ready.length === 1 ? 'person' : 'people'}`}\n                </Button>\n              </>\n            ) : (\n              <Button\n                variant=\"contained\"\n                disabled={\n                  stage.kind === 'previewing' ||\n                  (tab === 'view' ? !viewId : !picked.size)\n                }\n                onClick={() =>\n                  void preview(\n                    tab === 'view'\n                      ? { kind: 'view', viewId }\n                      : { kind: 'contacts', contactIds: [...picked.keys()] },\n                  )\n                }\n              >\n                Check people\n              </Button>\n            )}\n          </>\n        )}\n      </DialogActions>\n    </Dialog>\n  )\n}\nOutreachEnrollDialog.displayName = 'OutreachEnrollDialog'\n\nfunction summary(answer: OutreachEnrollPreviewResponse): string {\n  const count = (status: OutreachEnrollPreviewStatus) =>\n    answer.people.filter((person) => person.status === status).length\n  return `${count('eligible')} eligible · ${count('needs_confirmation')} need you · ${count('blocked')} blocked`\n}\n\nfunction PersonRow(props: {\n  person: OutreachEnrollPreviewPerson\n  supplied: Supplied | undefined\n  onSupply(next: Partial<Supplied>): void\n  emailPreview:\n    | { status: 'loading' }\n    | { status: 'ready'; answer: OutreachPreviewResponse }\n    | { status: 'failed'; message: string }\n    | undefined\n  onPreviewEmail(): void\n  disabled: boolean\n}) {\n  const { person, supplied, disabled } = props\n  const name = person.name || person.email || person.contactId\n  const line = supplied?.personalLine ?? ''\n  const tooLong = line.trim().length > OUTREACH_PERSONAL_LINE_MAX\n  return (\n    <Paper component=\"li\" variant=\"outlined\" sx={{ p: 1.5 }} aria-label={name}>\n      <Stack spacing={1}>\n        <Stack\n          direction={{ xs: 'column', sm: 'row' }}\n          spacing={1}\n          sx={{ alignItems: { sm: 'center' } }}\n        >\n          <Stack sx={{ flexGrow: 1, minWidth: 0 }}>\n            <Typography variant=\"body2\">{name}</Typography>\n            {person.email && person.email !== name ? (\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {person.email}\n              </Typography>\n            ) : null}\n          </Stack>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            {person.cold ? (\n              <Chip size=\"small\" variant=\"outlined\" label=\"Cold\" />\n            ) : null}\n            <Chip\n              size=\"small\"\n              label={STATUS_LABELS[person.status]}\n              color={STATUS_COLORS[person.status]}\n            />\n          </Stack>\n        </Stack>\n        {person.status === 'blocked' ? (\n          <Stack component=\"ul\" spacing={0.5} sx={{ m: 0, pl: 2.5 }}>\n            {person.blocks.map((block) => (\n              <Typography\n                key={block.code}\n                component=\"li\"\n                variant=\"body2\"\n                color=\"text.secondary\"\n              >\n                {block.reason}\n              </Typography>\n            ))}\n          </Stack>\n        ) : (\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={supplied?.include ?? true}\n                  onChange={(event) =>\n                    props.onSupply({ include: event.target.checked })\n                  }\n                  disabled={disabled}\n                />\n              }\n              label=\"Enroll this person\"\n            />\n            {supplied?.include === false ? null : (\n              <>\n                <TextField\n                  label={\n                    person.requires.personalLine\n                      ? 'Personal line'\n                      : 'Personal line (optional)'\n                  }\n                  placeholder=\"One sentence on why you're writing to this person now.\"\n                  value={line}\n                  onChange={(event) =>\n                    props.onSupply({ personalLine: event.target.value })\n                  }\n                  disabled={disabled}\n                  required={person.requires.personalLine}\n                  error={tooLong}\n                  helperText={\n                    tooLong\n                      ? `Keep it to one sentence, under ${OUTREACH_PERSONAL_LINE_MAX} characters.`\n                      : 'Goes where the emails say {{enrollment.personalLine}}.'\n                  }\n                  fullWidth\n                  size=\"small\"\n                />\n                {person.requires.attestations.length ? (\n                  <FormGroup aria-label={`What you confirm about ${name}`}>\n                    {person.requires.attestations.map((kind) => (\n                      <FormControlLabel\n                        key={kind}\n                        control={\n                          <Checkbox\n                            checked={\n                              supplied?.attestations.includes(kind) ?? false\n                            }\n                            onChange={(event) =>\n                              props.onSupply({\n                                attestations: event.target.checked\n                                  ? [...(supplied?.attestations ?? []), kind]\n                                  : (supplied?.attestations ?? []).filter(\n                                      (entry) => entry !== kind,\n                                    ),\n                              })\n                            }\n                            disabled={disabled}\n                          />\n                        }\n                        label={OUTREACH_ATTESTATION_LABELS[kind]}\n                      />\n                    ))}\n                  </FormGroup>\n                ) : null}\n                <Stack direction=\"row\">\n                  <Button\n                    size=\"small\"\n                    onClick={props.onPreviewEmail}\n                    disabled={disabled}\n                  >\n                    Preview the first email\n                  </Button>\n                </Stack>\n                {props.emailPreview?.status === 'loading' ? (\n                  <OutreachLoading label=\"Writing the email…\" />\n                ) : null}\n                {props.emailPreview?.status === 'failed' ? (\n                  <Alert severity=\"error\">{props.emailPreview.message}</Alert>\n                ) : null}\n                {props.emailPreview?.status === 'ready' ? (\n                  props.emailPreview.answer.error ? (\n                    <Alert severity=\"info\">\n                      {props.emailPreview.answer.error.message}\n                    </Alert>\n                  ) : (\n                    <Paper\n                      variant=\"outlined\"\n                      sx={{ p: 1.5 }}\n                      aria-label={`First email to ${name}`}\n                    >\n                      <Typography variant=\"body2\">{`Subject: ${props.emailPreview.answer.subject}`}</Typography>\n                      <Typography\n                        variant=\"body2\"\n                        sx={{\n                          whiteSpace: 'pre-wrap',\n                          wordBreak: 'break-word',\n                          mt: 1,\n                        }}\n                      >\n                        {props.emailPreview.answer.text}\n                      </Typography>\n                    </Paper>\n                  )\n                ) : null}\n              </>\n            )}\n          </Stack>\n        )}\n      </Stack>\n    </Paper>\n  )\n}\n\nfunction DoneSummary(props: {\n  results: OutreachEnrollOutcome[]\n  enrolled: number\n}) {\n  const refused = props.results.filter(\n    (\n      result,\n    ): result is Extract<OutreachEnrollOutcome, { outcome: 'blocked' }> =>\n      result.outcome === 'blocked',\n  )\n  return (\n    <Stack spacing={1.5}>\n      <Alert severity={props.enrolled ? 'success' : 'info'}>\n        {props.enrolled\n          ? `Enrolled ${props.enrolled} ${props.enrolled === 1 ? 'person' : 'people'}. Their first step goes out in the mailbox's sending hours.`\n          : 'Nobody was enrolled.'}\n      </Alert>\n      {refused.length ? (\n        <Stack spacing={1}>\n          <Typography variant=\"subtitle2\">\n            Not enrolled, checked again just now:\n          </Typography>\n          {refused.map((result) => (\n            <Stack key={result.contactId} spacing={0.25}>\n              <Typography variant=\"body2\">\n                {result.email ?? result.contactId}\n              </Typography>\n              {result.blocks.map((block) => (\n                <Typography\n                  key={block.code}\n                  variant=\"body2\"\n                  color=\"text.secondary\"\n                >\n                  {block.reason}\n                </Typography>\n              ))}\n            </Stack>\n          ))}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/enroll-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { HelpTip } from '@aglyn/shared-ui-jsx'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Chip,\n  type ChipProps,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControlLabel,\n  FormGroup,\n  List,\n  ListItem,\n  ListItemButton,\n  ListItemIcon,\n  ListItemText,\n  MenuItem,\n  Paper,\n  Stack,\n  Tab,\n  Tabs,\n  TextField,\n  Typography,\n  useMediaQuery,\n  useTheme,\n} from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewPerson,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollPreviewStatus,\n  type OutreachEnrollSource,\n  type OutreachPreviewResponse,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_ATTESTATION_LABELS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachSequence,\n} from '../model/outreach.types'\nimport { OutreachLoading, OutreachLoadProblem } from './outreach-ui'\nimport type { OutreachApi } from './use-outreach-api'\nimport {\n  type OutreachContactOption,\n  useOutreachContactSearch,\n  useOutreachLeadSearch,\n  useOutreachSavedViews,\n} from './use-outreach-crm'\n\nexport interface OutreachEnrollDialogProps {\n  open: boolean\n  onClose(): void\n  orgId: string\n  sequence: OutreachSequence\n  /** The consent group of the sequence's site: whose names a search shows. */\n  contactGroupId: string\n  uid: string | null\n  api: OutreachApi\n}\n\nconst STATUS_LABELS: Record<OutreachEnrollPreviewStatus, string> = {\n  eligible: 'Eligible',\n  needs_confirmation: 'Needs you',\n  blocked: 'Blocked',\n}\n\nconst STATUS_COLORS: Record<OutreachEnrollPreviewStatus, ChipProps['color']> = {\n  eligible: 'success',\n  needs_confirmation: 'warning',\n  blocked: 'default',\n}\n\n/** What the rep has supplied for one person. */\ninterface Supplied {\n  include: boolean\n  personalLine: string\n  attestations: OutreachAttestationKind[]\n}\n\ntype Stage =\n  | { kind: 'source' }\n  | { kind: 'previewing' }\n  | { kind: 'preview'; answer: OutreachEnrollPreviewResponse }\n  | { kind: 'enrolling'; answer: OutreachEnrollPreviewResponse }\n  | { kind: 'done'; results: OutreachEnrollOutcome[]; enrolled: number }\n\n/** Whether a person may be sent to Confirm as the rep has left them. */\nexport function outreachPersonReady(\n  person: OutreachEnrollPreviewPerson,\n  supplied: Supplied | undefined,\n): boolean {\n  if (person.status === 'blocked' || !supplied?.include) return false\n  const line = supplied.personalLine.trim()\n  if (line.length > OUTREACH_PERSONAL_LINE_MAX) return false\n  if (person.status === 'eligible') return true\n  if (person.requires.personalLine && !line) return false\n  return person.requires.attestations.every((kind) =>\n    supplied.attestations.includes(kind),\n  )\n}\n\n/**\n * Enroll people in a sequence (AGL-2980).\n *\n * The rep picks a saved Contacts view or searches for people, and sees each\n * marked as the gates see them: eligible, blocked with the reason, or\n * waiting on them — for a cold contact, a personal line and the three\n * attestations only they can make, stored on the enrollment with who ticked\n * them and when. Enroll sends only the people who are ready, and the server\n * checks every gate again as it enrolls them.\n */\nexport function OutreachEnrollDialog(props: OutreachEnrollDialogProps) {\n  const { orgId, sequence, api } = props\n  const theme = useTheme()\n  const narrow = useMediaQuery(theme.breakpoints.down('sm'))\n  const [tab, setTab] = useState<'view' | 'search' | 'leads'>('view')\n  const [viewId, setViewId] = useState('')\n  const [text, setText] = useState('')\n  const [picked, setPicked] = useState<Map<string, OutreachContactOption>>(\n    new Map(),\n  )\n  // The leads picked from the sequence's site (AGL-3234), kept apart from\n  // the contacts: the two are different records and the source names which.\n  const [leadText, setLeadText] = useState('')\n  const [pickedLeads, setPickedLeads] = useState<Map<string, OutreachContactOption>>(\n    new Map(),\n  )\n  const [stage, setStage] = useState<Stage>({ kind: 'source' })\n  const [problem, setProblem] = useState<string | null>(null)\n  const [supplied, setSupplied] = useState<Record<string, Supplied>>({})\n  const [emailPreview, setEmailPreview] = useState<\n    Record<\n      string,\n      | { status: 'loading' }\n      | { status: 'ready'; answer: OutreachPreviewResponse }\n      | { status: 'failed'; message: string }\n    >\n  >({})\n\n  const views = useOutreachSavedViews(props.open ? orgId : null, props.uid)\n  const search = useOutreachContactSearch({\n    orgId: props.open && tab === 'search' ? orgId : null,\n    hostId: sequence.hostId,\n    contactGroupId: props.contactGroupId,\n    text,\n  })\n  const leadSearch = useOutreachLeadSearch({\n    hostId: sequence.hostId,\n    text: leadText,\n    enabled: props.open && tab === 'leads',\n  })\n\n  const reset = () => {\n    setStage({ kind: 'source' })\n    setProblem(null)\n    setSupplied({})\n    setEmailPreview({})\n  }\n  const close = () => {\n    reset()\n    setPicked(new Map())\n    setPickedLeads(new Map())\n    setText('')\n    setLeadText('')\n    setViewId('')\n    props.onClose()\n  }\n\n  const preview = async (source: OutreachEnrollSource) => {\n    setProblem(null)\n    setStage({ kind: 'previewing' })\n    try {\n      const answer = await api.previewEnrollment(sequence.id, source)\n      setSupplied(\n        Object.fromEntries(\n          answer.people.map((person) => [\n            person.personId,\n            {\n              include: person.status !== 'blocked',\n              personalLine: '',\n              attestations: [],\n            },\n          ]),\n        ),\n      )\n      setStage({ kind: 'preview', answer })\n    } catch (error) {\n      setProblem((error as Error).message)\n      setStage({ kind: 'source' })\n    }\n  }\n\n  const answer =\n    stage.kind === 'preview' || stage.kind === 'enrolling' ? stage.answer : null\n  const ready = useMemo(\n    () =>\n      answer\n        ? answer.people.filter((person) =>\n            outreachPersonReady(person, supplied[person.personId]),\n          )\n        : [],\n    [answer, supplied],\n  )\n  const waiting = answer\n    ? answer.people.filter(\n        (person) =>\n          person.status === 'needs_confirmation' &&\n          supplied[person.personId]?.include &&\n          !outreachPersonReady(person, supplied[person.personId]),\n      ).length\n    : 0\n\n  const enroll = async () => {\n    if (!answer || !ready.length) return\n    setProblem(null)\n    setStage({ kind: 'enrolling', answer })\n    try {\n      const result = await api.enroll(\n        sequence.id,\n        ready.map((person) => ({\n          // A contact by id, or a lead by its key (AGL-3234).\n          ...(person.target === 'lead' && person.leadId\n            ? { leadId: person.leadId }\n            : { contactId: person.contactId }),\n          personalLine: supplied[person.personId]?.personalLine.trim() ?? '',\n          attestations: supplied[person.personId]?.attestations ?? [],\n        })),\n      )\n      setStage({\n        kind: 'done',\n        results: result.results,\n        enrolled: result.enrolled,\n      })\n    } catch (error) {\n      setProblem((error as Error).message)\n      setStage({ kind: 'preview', answer })\n    }\n  }\n\n  const supply = (personId: string, next: Partial<Supplied>) =>\n    setSupplied((previous) => ({\n      ...previous,\n      [personId]: { ...previous[personId], ...next } as Supplied,\n    }))\n\n  const previewEmail = async (person: OutreachEnrollPreviewPerson) => {\n    setEmailPreview((previous) => ({\n      ...previous,\n      [person.personId]: { status: 'loading' },\n    }))\n    try {\n      const result = await api.previewEmail({\n        sequenceId: sequence.id,\n        ...(person.target === 'lead' && person.leadId\n          ? { leadId: person.leadId }\n          : { contactId: person.contactId }),\n        personalLine: supplied[person.personId]?.personalLine.trim() ?? '',\n      })\n      setEmailPreview((previous) => ({\n        ...previous,\n        [person.personId]: { status: 'ready', answer: result },\n      }))\n    } catch (error) {\n      setEmailPreview((previous) => ({\n        ...previous,\n        [person.personId]: {\n          status: 'failed',\n          message: (error as Error).message,\n        },\n      }))\n    }\n  }\n\n  const title = `Enroll people in ${sequence.name}`\n\n  return (\n    <Dialog\n      open={props.open}\n      onClose={close}\n      fullWidth\n      maxWidth=\"md\"\n      fullScreen={narrow}\n      aria-label={title}\n    >\n      <DialogTitle>\n        <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center' }}>\n          <span>{title}</span>\n          <HelpTip {...pluginDocsHelp('sequences', { anchor: '#enroll' })} />\n        </Stack>\n      </DialogTitle>\n      <DialogContent dividers>\n        <Stack spacing={2}>\n          {problem ? <Alert severity=\"error\">{problem}</Alert> : null}\n\n          {stage.kind === 'source' ? (\n            <>\n              <Tabs\n                value={tab}\n                onChange={(_event, next) => setTab(next)}\n                aria-label=\"Where the people come from\"\n              >\n                <Tab value=\"view\" label=\"Saved view\" />\n                <Tab value=\"search\" label=\"Search\" />\n                <Tab value=\"leads\" label=\"Leads\" />\n              </Tabs>\n              {tab === 'view' ? (\n                views.status === 'loading' ? (\n                  <OutreachLoading label=\"Loading saved views…\" />\n                ) : views.status === 'error' || views.status === 'refused' ? (\n                  <OutreachLoadProblem\n                    status={views.status}\n                    what=\"saved views\"\n                    message={\n                      views.status === 'refused'\n                        ? 'Enrolling reads your CRM’s contacts, and your role does not include Manage data.'\n                        : null\n                    }\n                  />\n                ) : views.data.length ? (\n                  <TextField\n                    select\n                    label=\"Saved Contacts view\"\n                    value={viewId}\n                    onChange={(event) => setViewId(event.target.value)}\n                    helperText={`Enrolls up to ${OUTREACH_ENROLL_BATCH_MAX} of the people the view shows at this sequence’s site — a Contacts view, or a Leads view of the site’s leads.`}\n                    fullWidth\n                  >\n                    {views.data.map((view) => (\n                      <MenuItem key={view.id} value={view.id}>\n                        {view.section === 'leads' ? `${view.name} (Leads)` : view.name}\n                      </MenuItem>\n                    ))}\n                  </TextField>\n                ) : (\n                  <Alert severity=\"info\">\n                    You have no saved Contacts views to enroll from. Save one in\n                    the CRM, or search instead.\n                  </Alert>\n                )\n              ) : tab === 'leads' ? (\n                <Stack spacing={1.5}>\n                  <TextField\n                    label=\"Search leads\"\n                    placeholder=\"A name, or an email address\"\n                    value={leadText}\n                    onChange={(event) => setLeadText(event.target.value)}\n                    helperText=\"The open leads at this sequence’s site. A lead is enrolled as it is, and follows itself to the contact it becomes.\"\n                    fullWidth\n                    autoFocus\n                  />\n                  {leadSearch.status === 'loading' ? (\n                    <OutreachLoading label=\"Reading leads…\" />\n                  ) : null}\n                  {leadSearch.status === 'error' || leadSearch.status === 'refused' ? (\n                    <OutreachLoadProblem\n                      status={leadSearch.status}\n                      what=\"leads\"\n                      message={\n                        leadSearch.status === 'refused'\n                          ? 'Enrolling reads your CRM’s leads, and your role does not include Manage data.'\n                          : 'The leads could not be read. Try again.'\n                      }\n                    />\n                  ) : null}\n                  {leadSearch.status === 'ready' && !leadSearch.idle && !leadSearch.data.length ? (\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      No open leads at this sequence’s site match.\n                    </Typography>\n                  ) : null}\n                  {leadSearch.data.length ? (\n                    <List dense aria-label=\"Lead results\">\n                      {leadSearch.data.map((lead) => {\n                        const checked = pickedLeads.has(lead.id)\n                        return (\n                          <ListItem key={lead.id} disablePadding>\n                            <ListItemButton\n                              onClick={() =>\n                                setPickedLeads((previous) => {\n                                  const next = new Map(previous)\n                                  if (checked) next.delete(lead.id)\n                                  else if (next.size < OUTREACH_ENROLL_BATCH_MAX) next.set(lead.id, lead)\n                                  return next\n                                })\n                              }\n                            >\n                              <ListItemIcon>\n                                <Checkbox edge=\"start\" checked={checked} tabIndex={-1} disableRipple />\n                              </ListItemIcon>\n                              <ListItemText\n                                primary={lead.name || lead.email || lead.id}\n                                secondary={lead.email}\n                              />\n                            </ListItemButton>\n                          </ListItem>\n                        )\n                      })}\n                    </List>\n                  ) : null}\n                  {pickedLeads.size ? (\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', rowGap: 1 }}\n                      aria-label=\"Picked leads\"\n                    >\n                      {[...pickedLeads.values()].map((lead) => (\n                        <Chip\n                          key={lead.id}\n                          size=\"small\"\n                          label={lead.name || lead.email || lead.id}\n                          onDelete={() =>\n                            setPickedLeads((previous) => {\n                              const next = new Map(previous)\n                              next.delete(lead.id)\n                              return next\n                            })\n                          }\n                        />\n                      ))}\n                    </Stack>\n                  ) : null}\n                </Stack>\n              ) : (\n                <Stack spacing={1.5}>\n                  <TextField\n                    label=\"Search contacts\"\n                    placeholder=\"A name, or an email address\"\n                    value={text}\n                    onChange={(event) => setText(event.target.value)}\n                    fullWidth\n                    autoFocus\n                  />\n                  {search.status === 'loading' ? (\n                    <OutreachLoading label=\"Searching…\" />\n                  ) : null}\n                  {search.status === 'error' || search.status === 'refused' ? (\n                    <OutreachLoadProblem\n                      status={search.status}\n                      what=\"contacts\"\n                      message={\n                        search.status === 'refused'\n                          ? 'Enrolling reads your CRM’s contacts, and your role does not include Manage data.'\n                          : 'The search failed. Try again.'\n                      }\n                    />\n                  ) : null}\n                  {search.status === 'ready' &&\n                  !search.idle &&\n                  !search.data.length ? (\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      No contacts at this sequence’s site match.\n                    </Typography>\n                  ) : null}\n                  {search.data.length ? (\n                    <List dense aria-label=\"Search results\">\n                      {search.data.map((contact) => {\n                        const checked = picked.has(contact.id)\n                        return (\n                          <ListItem key={contact.id} disablePadding>\n                            <ListItemButton\n                              onClick={() =>\n                                setPicked((previous) => {\n                                  const next = new Map(previous)\n                                  if (checked) next.delete(contact.id)\n                                  else if (\n                                    next.size < OUTREACH_ENROLL_BATCH_MAX\n                                  )\n                                    next.set(contact.id, contact)\n                                  return next\n                                })\n                              }\n                            >\n                              <ListItemIcon>\n                                <Checkbox\n                                  edge=\"start\"\n                                  checked={checked}\n                                  tabIndex={-1}\n                                  disableRipple\n                                />\n                              </ListItemIcon>\n                              <ListItemText\n                                primary={\n                                  contact.name || contact.email || contact.id\n                                }\n                                secondary={contact.email}\n                              />\n                            </ListItemButton>\n                          </ListItem>\n                        )\n                      })}\n                    </List>\n                  ) : null}\n                  {picked.size ? (\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', rowGap: 1 }}\n                      aria-label=\"Picked\"\n                    >\n                      {[...picked.values()].map((contact) => (\n                        <Chip\n                          key={contact.id}\n                          size=\"small\"\n                          label={contact.name || contact.email || contact.id}\n                          onDelete={() =>\n                            setPicked((previous) => {\n                              const next = new Map(previous)\n                              next.delete(contact.id)\n                              return next\n                            })\n                          }\n                        />\n                      ))}\n                    </Stack>\n                  ) : null}\n                </Stack>\n              )}\n            </>\n          ) : null}\n\n          {stage.kind === 'previewing' ? (\n            <OutreachLoading label=\"Checking each person…\" />\n          ) : null}\n\n          {answer ? (\n            <Stack spacing={1.5}>\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {summary(answer)}\n              </Typography>\n              {answer.truncated ? (\n                <Alert severity=\"info\">\n                  {`This shows the first ${answer.people.length} of ${answer.total}. Enroll these, then preview again for the rest.`}\n                </Alert>\n              ) : null}\n              <Stack\n                spacing={1}\n                component=\"ul\"\n                sx={{ listStyle: 'none', p: 0, m: 0 }}\n                aria-label=\"People\"\n              >\n                {answer.people.map((person) => (\n                  <PersonRow\n                    key={person.personId}\n                    person={person}\n                    supplied={supplied[person.personId]}\n                    onSupply={(next) => supply(person.personId, next)}\n                    emailPreview={emailPreview[person.personId]}\n                    onPreviewEmail={() => void previewEmail(person)}\n                    disabled={stage.kind === 'enrolling'}\n                  />\n                ))}\n              </Stack>\n              {waiting ? (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {`${waiting} ${waiting === 1 ? 'person still needs' : 'people still need'} a personal line or a confirmation, and won't be enrolled until they have one.`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : null}\n\n          {stage.kind === 'done' ? (\n            <DoneSummary results={stage.results} enrolled={stage.enrolled} />\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        {stage.kind === 'done' ? (\n          <Button variant=\"contained\" onClick={close}>\n            Done\n          </Button>\n        ) : (\n          <>\n            <Button onClick={close}>Cancel</Button>\n            {stage.kind === 'preview' || stage.kind === 'enrolling' ? (\n              <>\n                <Button onClick={reset} disabled={stage.kind === 'enrolling'}>\n                  Back\n                </Button>\n                <Button\n                  variant=\"contained\"\n                  disabled={!ready.length || stage.kind === 'enrolling'}\n                  onClick={() => void enroll()}\n                >\n                  {stage.kind === 'enrolling'\n                    ? 'Enrolling…'\n                    : `Enroll ${ready.length} ${ready.length === 1 ? 'person' : 'people'}`}\n                </Button>\n              </>\n            ) : (\n              <Button\n                variant=\"contained\"\n                disabled={\n                  stage.kind === 'previewing' ||\n                  (tab === 'view' ? !viewId : tab === 'leads' ? !pickedLeads.size : !picked.size)\n                }\n                onClick={() =>\n                  void preview(\n                    tab === 'view'\n                      ? { kind: 'view', viewId }\n                      : tab === 'leads'\n                        ? { kind: 'leads', leadIds: [...pickedLeads.keys()] }\n                        : { kind: 'contacts', contactIds: [...picked.keys()] },\n                  )\n                }\n              >\n                Check people\n              </Button>\n            )}\n          </>\n        )}\n      </DialogActions>\n    </Dialog>\n  )\n}\nOutreachEnrollDialog.displayName = 'OutreachEnrollDialog'\n\nfunction summary(answer: OutreachEnrollPreviewResponse): string {\n  const count = (status: OutreachEnrollPreviewStatus) =>\n    answer.people.filter((person) => person.status === status).length\n  return `${count('eligible')} eligible · ${count('needs_confirmation')} need you · ${count('blocked')} blocked`\n}\n\nfunction PersonRow(props: {\n  person: OutreachEnrollPreviewPerson\n  supplied: Supplied | undefined\n  onSupply(next: Partial<Supplied>): void\n  emailPreview:\n    | { status: 'loading' }\n    | { status: 'ready'; answer: OutreachPreviewResponse }\n    | { status: 'failed'; message: string }\n    | undefined\n  onPreviewEmail(): void\n  disabled: boolean\n}) {\n  const { person, supplied, disabled } = props\n  const name = person.name || person.email || person.personId\n  const line = supplied?.personalLine ?? ''\n  const tooLong = line.trim().length > OUTREACH_PERSONAL_LINE_MAX\n  return (\n    <Paper component=\"li\" variant=\"outlined\" sx={{ p: 1.5 }} aria-label={name}>\n      <Stack spacing={1}>\n        <Stack\n          direction={{ xs: 'column', sm: 'row' }}\n          spacing={1}\n          sx={{ alignItems: { sm: 'center' } }}\n        >\n          <Stack sx={{ flexGrow: 1, minWidth: 0 }}>\n            <Typography variant=\"body2\">{name}</Typography>\n            {person.email && person.email !== name ? (\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {person.email}\n              </Typography>\n            ) : null}\n          </Stack>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            {person.target === 'lead' ? (\n              <Chip size=\"small\" variant=\"outlined\" label=\"Lead\" />\n            ) : null}\n            {person.cold ? (\n              <Chip size=\"small\" variant=\"outlined\" label=\"Cold\" />\n            ) : null}\n            <Chip\n              size=\"small\"\n              label={STATUS_LABELS[person.status]}\n              color={STATUS_COLORS[person.status]}\n            />\n          </Stack>\n        </Stack>\n        {person.status === 'blocked' ? (\n          <Stack component=\"ul\" spacing={0.5} sx={{ m: 0, pl: 2.5 }}>\n            {person.blocks.map((block) => (\n              <Typography\n                key={block.code}\n                component=\"li\"\n                variant=\"body2\"\n                color=\"text.secondary\"\n              >\n                {block.reason}\n              </Typography>\n            ))}\n          </Stack>\n        ) : (\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={supplied?.include ?? true}\n                  onChange={(event) =>\n                    props.onSupply({ include: event.target.checked })\n                  }\n                  disabled={disabled}\n                />\n              }\n              label=\"Enroll this person\"\n            />\n            {supplied?.include === false ? null : (\n              <>\n                <TextField\n                  label={\n                    person.requires.personalLine\n                      ? 'Personal line'\n                      : 'Personal line (optional)'\n                  }\n                  placeholder=\"One sentence on why you're writing to this person now.\"\n                  value={line}\n                  onChange={(event) =>\n                    props.onSupply({ personalLine: event.target.value })\n                  }\n                  disabled={disabled}\n                  required={person.requires.personalLine}\n                  error={tooLong}\n                  helperText={\n                    tooLong\n                      ? `Keep it to one sentence, under ${OUTREACH_PERSONAL_LINE_MAX} characters.`\n                      : 'Goes where the emails say {{enrollment.personalLine}}.'\n                  }\n                  fullWidth\n                  size=\"small\"\n                />\n                {person.requires.attestations.length ? (\n                  <FormGroup aria-label={`What you confirm about ${name}`}>\n                    {person.requires.attestations.map((kind) => (\n                      <FormControlLabel\n                        key={kind}\n                        control={\n                          <Checkbox\n                            checked={\n                              supplied?.attestations.includes(kind) ?? false\n                            }\n                            onChange={(event) =>\n                              props.onSupply({\n                                attestations: event.target.checked\n                                  ? [...(supplied?.attestations ?? []), kind]\n                                  : (supplied?.attestations ?? []).filter(\n                                      (entry) => entry !== kind,\n                                    ),\n                              })\n                            }\n                            disabled={disabled}\n                          />\n                        }\n                        label={OUTREACH_ATTESTATION_LABELS[kind]}\n                      />\n                    ))}\n                  </FormGroup>\n                ) : null}\n                <Stack direction=\"row\">\n                  <Button\n                    size=\"small\"\n                    onClick={props.onPreviewEmail}\n                    disabled={disabled}\n                  >\n                    Preview the first email\n                  </Button>\n                </Stack>\n                {props.emailPreview?.status === 'loading' ? (\n                  <OutreachLoading label=\"Writing the email…\" />\n                ) : null}\n                {props.emailPreview?.status === 'failed' ? (\n                  <Alert severity=\"error\">{props.emailPreview.message}</Alert>\n                ) : null}\n                {props.emailPreview?.status === 'ready' ? (\n                  props.emailPreview.answer.error ? (\n                    <Alert severity=\"info\">\n                      {props.emailPreview.answer.error.message}\n                    </Alert>\n                  ) : (\n                    <Paper\n                      variant=\"outlined\"\n                      sx={{ p: 1.5 }}\n                      aria-label={`First email to ${name}`}\n                    >\n                      <Typography variant=\"body2\">{`Subject: ${props.emailPreview.answer.subject}`}</Typography>\n                      <Typography\n                        variant=\"body2\"\n                        sx={{\n                          whiteSpace: 'pre-wrap',\n                          wordBreak: 'break-word',\n                          mt: 1,\n                        }}\n                      >\n                        {props.emailPreview.answer.text}\n                      </Typography>\n                    </Paper>\n                  )\n                ) : null}\n              </>\n            )}\n          </Stack>\n        )}\n      </Stack>\n    </Paper>\n  )\n}\n\nfunction DoneSummary(props: {\n  results: OutreachEnrollOutcome[]\n  enrolled: number\n}) {\n  const refused = props.results.filter(\n    (\n      result,\n    ): result is Extract<OutreachEnrollOutcome, { outcome: 'blocked' }> =>\n      result.outcome === 'blocked',\n  )\n  return (\n    <Stack spacing={1.5}>\n      <Alert severity={props.enrolled ? 'success' : 'info'}>\n        {props.enrolled\n          ? `Enrolled ${props.enrolled} ${props.enrolled === 1 ? 'person' : 'people'}. Their first step goes out in the mailbox's sending hours.`\n          : 'Nobody was enrolled.'}\n      </Alert>\n      {refused.length ? 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