npm - @aglyn/plugins-outreach - Versions diffs - 1.0.0-beta.166 → 1.0.0-beta.168 - Mend

@aglyn/plugins-outreach 1.0.0-beta.166 → 1.0.0-beta.168

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Files changed (6) hide show

package/package.json +13 -13
package/src/lib/components/enroll-dialog.js +2 -0
package/src/lib/components/enroll-dialog.js.map +1 -1
package/src/lib/components/use-outreach-crm.d.ts +1 -0
package/src/lib/components/use-outreach-crm.js +8 -3
package/src/lib/components/use-outreach-crm.js.map +1 -1

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-outreach",
-  "version": "1.0.0-beta.166",
+  "version": "1.0.0-beta.168",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.166",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.166",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.166",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.166",
-    "@aglyn/shared-ui-next": "1.0.0-beta.166",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.166",
-    "@aglyn/shared-util-http": "1.0.0-beta.166",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.166",
-    "@aglyn/shared-util-tools": "1.0.0-beta.166",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.166",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.166",
-    "@aglyn/tenant-runtime": "1.0.0-beta.166",
+    "@aglyn/aglyn": "1.0.0-beta.168",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.168",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.168",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.168",
+    "@aglyn/shared-ui-next": "1.0.0-beta.168",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.168",
+    "@aglyn/shared-util-http": "1.0.0-beta.168",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.168",
+    "@aglyn/shared-util-tools": "1.0.0-beta.168",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.168",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.168",
+    "@aglyn/tenant-runtime": "1.0.0-beta.168",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

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

@@ -77,6 +77,8 @@ const STATUS_COLORS = {
         text
     });
     const leadSearch = useOutreachLeadSearch({
+        // The lead silo is the org's (AGL-3275); the site still narrows it.
+        orgId,
         hostId: sequence.hostId,
         text: leadText,
         enabled: props.open && tab === 'leads'

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

	@@ -1 +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 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 ? 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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 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 // The lead silo is the org's (AGL-3275); the site still narrows it.\n orgId,\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 ? (\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.personId} spacing={0.25}>\n <Typography variant=\"body2\">\n {result.email ?? result.personId}\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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package/src/lib/components/use-outreach-crm.d.ts CHANGED Viewed

@@ -61,6 +61,7 @@ export declare const OUTREACH_LEADS_WINDOW = 200;
  * enroll. `idle` until something is typed.
  */
 export declare function useOutreachLeadSearch(input: {
+    orgId: string | null;
     hostId: string | null;
     text: string;
     enabled: boolean;

package/src/lib/components/use-outreach-crm.js CHANGED Viewed

@@ -20,6 +20,7 @@ import { CRM_COLLECTIONS, crmLeadDisplayName, crmViewIsListed, isCrmLeadOpen, no
 import { CRM_EMAIL_TEMPLATES_LIMIT, crmEmailTemplateIsListed, normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
 import { dynamicListDimensionsForCrmView } from "@aglyn/aglyn/app-utils/dynamic-list-rule";
 import { nameSearchToken } from "@aglyn/aglyn/app-utils/name-search";
+import { scopeTokensForHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
 import { collection, getDocs, limit, onSnapshot, orderBy, query, where } from "firebase/firestore";
@@ -211,14 +212,14 @@ import { useEffect, useState } from "react";
  * closed leads are left out: they are a contact's, or a verdict's, to
  * enroll. `idle` until something is typed.
  */ export function useOutreachLeadSearch(input) {
-    const { hostId, text, enabled } = input;
+    const { orgId, hostId, text, enabled } = input;
     const firestore = useFirestore();
     const [window, setWindow] = useState({
         status: 'ready',
         data: []
     });
     useEffect(()=>{
-        if (!enabled || !hostId) {
+        if (!enabled || !hostId || !orgId) {
             setWindow({
                 status: 'ready',
                 data: []
@@ -230,7 +231,10 @@ import { useEffect, useState } from "react";
             status: 'loading',
             data: []
         });
-        getDocs(query(collection(firestore, 'hosts', hostId, 'leads'), orderBy('lastSeenAtMs', 'desc'), limit(OUTREACH_LEADS_WINDOW))).then((snapshot)=>{
+        getDocs(query(// The org collection, narrowed to the site this view belongs to
+        // (AGL-3275) — unscoped it would offer one agency client another
+        // client's people to enroll.
+        collection(firestore, 'orgs', orgId, 'leads'), where('visibleTo', 'array-contains-any', scopeTokensForHost(hostId)), orderBy('lastSeenAtMs', 'desc'), limit(OUTREACH_LEADS_WINDOW))).then((snapshot)=>{
             if (!current) return;
             setWindow({
                 status: 'ready',
@@ -256,6 +260,7 @@ import { useEffect, useState } from "react";
         };
     }, [
         firestore,
+        orgId,
         hostId,
         enabled
     ]);

package/src/lib/components/use-outreach-crm.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/use-outreach-crm.ts"],"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 {\n contactDisplayName,\n normalizeContactEmail,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n CRM_COLLECTIONS,\n crmLeadDisplayName,\n crmViewIsListed,\n isCrmLeadOpen,\n normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n CRM_EMAIL_TEMPLATES_LIMIT,\n crmEmailTemplateIsListed,\n normalizeCrmEmailTemplate,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport { nameSearchToken } from '@aglyn/aglyn/app-utils/name-search'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n collection,\n getDocs,\n limit,\n onSnapshot,\n orderBy,\n query,\n where,\n} from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport type { OutreachLoad } from './use-outreach-data'\n\n/\n What Outreach reads from the organization's CRM (AGL-2980): the saved\n * Contacts views people can be enrolled from, the email templates a step\n * can send, and the contacts a search finds.\n \n Through the core's own CRM model — the collection names, the listing\n * rules, the view translation the dynamic-list sweep uses — and never\n * through the CRM plugin, which a plugin may not import. The Firestore\n * rules gate every one of these reads on `data.manage`, the same permission\n * the enroll routes ask for, so a member who cannot read the people cannot\n * enroll them either.\n /\n\nconst denied = (error: unknown) =>\n (error as { code?: unknown } \| null)?.code === 'permission-denied'\n\n/* A saved Contacts or Leads view people can be enrolled from (AGL-3234). /\nexport interface OutreachViewOption {\n id: string\n name: string\n /* Which list the view is of; a Leads view selects the sequence's site's leads. /\n section: 'contacts' \| 'leads'\n}\n\n/* The most saved views the picker lists. /\nexport const OUTREACH_VIEWS_LIMIT = 50\n\n/\n The saved Contacts views this reader may enroll from: their own and the\n * shared ones — a colleague's private view is theirs — that translate whole\n * into an audience. A view filtering on something enrolling cannot apply is\n * not offered, because dropping that filter would enroll more people than\n * the view shows.\n /\nexport function useOutreachSavedViews(\n orgId: string \| null,\n uid: string \| null,\n): OutreachLoad<OutreachViewOption[]> {\n const firestore = useFirestore()\n const [result, setResult] = useState<OutreachLoad<OutreachViewOption[]>>({\n status: 'loading',\n data: [],\n })\n useEffect(() => {\n setResult({ status: 'loading', data: [] })\n if (!orgId) return undefined\n return onSnapshot(\n query(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.views),\n where('section', 'in', ['contacts', 'leads']),\n orderBy('name'),\n limit(OUTREACH_VIEWS_LIMIT),\n ),\n (snapshot) =>\n setResult({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({\n id: entry.id,\n data: entry.data() as Record<string, unknown>,\n }))\n .filter(\n ({ data }) =>\n typeof data['name'] === 'string' &&\n data['name'] !== '' &&\n crmViewIsListed(\n {\n shared: data['shared'] === true,\n ownerUid: String(data['ownerUid'] ?? ''),\n },\n uid,\n ) &&\n // A Leads view narrows by status alone, which enrolling can\n // always apply; a Contacts view must be readable as a list.\n (data['section'] === 'leads' \|\|\n dynamicListDimensionsForCrmView(\n normalizeCrmViewFilters(data['filters']),\n ).unsupported.length === 0),\n )\n .map(({ id, data }) => ({\n id,\n name: String(data['name']),\n section: data['section'] === 'leads' ? ('leads' as const) : ('contacts' as const),\n })),\n }),\n (error) => {\n if (!denied(error))\n console.error('[outreach] saved views could not be read', error)\n setResult({ status: denied(error) ? 'refused' : 'error', data: [] })\n },\n )\n }, [firestore, orgId, uid])\n return result\n}\n\n/* A CRM email template a step can send the body of. /\nexport interface OutreachTemplateOption {\n id: string\n name: string\n subject: string\n body: string\n}\n\n/\n The CRM email templates a step at this site can use: whole letters, not\n * snippets; the team's and this reader's own; written for the whole\n * organization or for this site.\n /\nexport function useOutreachEmailTemplates(\n orgId: string \| null,\n hostId: string \| null,\n uid: string \| null,\n): OutreachLoad<OutreachTemplateOption[]> {\n const firestore = useFirestore()\n const [result, setResult] = useState<OutreachLoad<OutreachTemplateOption[]>>({\n status: 'loading',\n data: [],\n })\n useEffect(() => {\n setResult({ status: 'loading', data: [] })\n if (!orgId) return undefined\n return onSnapshot(\n query(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.emailTemplates),\n orderBy('name'),\n limit(CRM_EMAIL_TEMPLATES_LIMIT),\n ),\n (snapshot) =>\n setResult({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({\n id: entry.id,\n template: normalizeCrmEmailTemplate(entry.data()),\n }))\n .filter(\n ({ template }) =>\n template.kind === 'template' &&\n crmEmailTemplateIsListed(template, uid) &&\n (!hostId \|\| visibleToHost(template.visibleTo, hostId)),\n )\n .map(({ id, template }) => ({\n id,\n name: template.name,\n subject: template.subject,\n body: template.body,\n })),\n }),\n (error) => {\n if (!denied(error))\n console.error('[outreach] email templates could not be read', error)\n setResult({ status: denied(error) ? 'refused' : 'error', data: [] })\n },\n )\n }, [firestore, orgId, hostId, uid])\n return result\n}\n\n/* A contact a search found. /\nexport interface OutreachContactOption {\n id: string\n name: string\n email: string \| null\n}\n\n/* The most contacts one search answers with. /\nexport const OUTREACH_SEARCH_LIMIT = 25\n\n/\n The contacts at `hostId` a search finds: by address when the text is one,\n * otherwise by a word of the name — the `nameTokens` the contacts carry for\n * the CRM's own search. `idle` until something is typed.\n /\nexport function useOutreachContactSearch(input: {\n orgId: string \| null\n hostId: string \| null\n contactGroupId: string \| null\n text: string\n}): OutreachLoad<OutreachContactOption[]> & { idle: boolean } {\n const { orgId, hostId, contactGroupId, text } = input\n const firestore = useFirestore()\n const [result, setResult] = useState<OutreachLoad<OutreachContactOption[]>>({\n status: 'ready',\n data: [],\n })\n const email = normalizeContactEmail(text)\n const token = email ? '' : nameSearchToken(text)\n const idle = !orgId \|\| !hostId \|\| (!email && !token)\n useEffect(() => {\n if (idle \|\| !orgId \|\| !hostId) {\n setResult({ status: 'ready', data: [] })\n return undefined\n }\n let current = true\n setResult((previous) => ({ status: 'loading', data: previous.data }))\n const contacts = collection(firestore, 'orgs', orgId, 'contacts')\n // Settles the typing before it reads: one query per pause, not per key.\n const timer = setTimeout(() => {\n getDocs(\n email\n ? query(\n contacts,\n where('email', '==', email),\n limit(OUTREACH_SEARCH_LIMIT),\n )\n : query(\n contacts,\n where('nameTokens', 'array-contains', token),\n orderBy('nameLower'),\n limit(OUTREACH_SEARCH_LIMIT),\n ),\n )\n .then((snapshot) => {\n if (!current) return\n setResult({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({\n id: entry.id,\n data: entry.data() as Record<string, unknown>,\n }))\n .filter(({ data }) =>\n visibleToHost(\n data['visibleTo'] as string[] \| undefined,\n hostId,\n ),\n )\n .map(({ id, data }) => ({\n id,\n name: contactDisplayName(data, contactGroupId ?? hostId).trim(),\n email: normalizeContactEmail(data['email']),\n })),\n })\n })\n .catch((error: unknown) => {\n if (!current) return\n if (!denied(error))\n console.error('[outreach] the contact search failed', error)\n setResult({ status: denied(error) ? 'refused' : 'error', data: [] })\n })\n }, 300)\n return () => {\n current = false\n clearTimeout(timer)\n }\n }, [firestore, orgId, hostId, contactGroupId, email, token, idle])\n return { ...result, idle }\n}\n\n/* The most leads the picker reads — the Leads list's own window. /\nexport const OUTREACH_LEADS_WINDOW = 200\n\n/\n The open leads at `hostId` a search finds (AGL-3234): the site's most\n * recently seen leads, read once while the tab is open and narrowed in\n * the browser by a word of the name or the address — a lead carries no\n * search tokens, and the window is the Leads list's own. Converted and\n * closed leads are left out: they are a contact's, or a verdict's, to\n * enroll. `idle` until something is typed.\n */\nexport function useOutreachLeadSearch(input: {\n hostId: string \| null\n text: string\n enabled: boolean\n}): OutreachLoad<OutreachContactOption[]> & { idle: boolean } {\n const { hostId, text, enabled } = input\n const firestore = useFirestore()\n const [window, setWindow] = useState<OutreachLoad<OutreachContactOption[]>>({\n status: 'ready',\n data: [],\n })\n useEffect(() => {\n if (!enabled \|\| !hostId) {\n setWindow({ status: 'ready', data: [] })\n return undefined\n }\n let current = true\n setWindow({ status: 'loading', data: [] })\n getDocs(\n query(\n collection(firestore, 'hosts', hostId, 'leads'),\n orderBy('lastSeenAtMs', 'desc'),\n limit(OUTREACH_LEADS_WINDOW),\n ),\n )\n .then((snapshot) => {\n if (!current) return\n setWindow({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({ id: entry.id, data: entry.data() as Record<string, unknown> }))\n .filter(({ data }) => isCrmLeadOpen(data as never) && !data['convertedContactId'])\n .map(({ id, data }) => ({\n id,\n name: crmLeadDisplayName(data),\n email: normalizeContactEmail(data['email']),\n })),\n })\n })\n .catch((error: unknown) => {\n if (!current) return\n if (!denied(error)) console.error('[outreach] the leads could not be read', error)\n setWindow({ status: denied(error) ? 'refused' : 'error', data: [] })\n })\n return () => {\n current = false\n }\n }, [firestore, hostId, enabled])\n const needle = text.trim().toLowerCase()\n const idle = !hostId \|\| !needle\n const data = idle\n ? []\n : window.data\n .filter(\n (lead) =>\n lead.name.toLowerCase().includes(needle) \|\|\n (lead.email ?? '').includes(needle),\n )\n .slice(0, OUTREACH_SEARCH_LIMIT)\n return { ...window, data, idle 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/use-outreach-crm.ts"],"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 {\n contactDisplayName,\n normalizeContactEmail,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n CRM_COLLECTIONS,\n crmLeadDisplayName,\n crmViewIsListed,\n isCrmLeadOpen,\n normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n CRM_EMAIL_TEMPLATES_LIMIT,\n crmEmailTemplateIsListed,\n normalizeCrmEmailTemplate,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport { nameSearchToken } from '@aglyn/aglyn/app-utils/name-search'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n collection,\n getDocs,\n limit,\n onSnapshot,\n orderBy,\n query,\n where,\n} from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport type { OutreachLoad } from './use-outreach-data'\n\n/\n What Outreach reads from the organization's CRM (AGL-2980): the saved\n * Contacts views people can be enrolled from, the email templates a step\n * can send, and the contacts a search finds.\n \n Through the core's own CRM model — the collection names, the listing\n * rules, the view translation the dynamic-list sweep uses — and never\n * through the CRM plugin, which a plugin may not import. The Firestore\n * rules gate every one of these reads on `data.manage`, the same permission\n * the enroll routes ask for, so a member who cannot read the people cannot\n * enroll them either.\n /\n\nconst denied = (error: unknown) =>\n (error as { code?: unknown } \| null)?.code === 'permission-denied'\n\n/* A saved Contacts or Leads view people can be enrolled from (AGL-3234). /\nexport interface OutreachViewOption {\n id: string\n name: string\n /* Which list the view is of; a Leads view selects the sequence's site's leads. /\n section: 'contacts' \| 'leads'\n}\n\n/* The most saved views the picker lists. /\nexport const OUTREACH_VIEWS_LIMIT = 50\n\n/\n The saved Contacts views this reader may enroll from: their own and the\n * shared ones — a colleague's private view is theirs — that translate whole\n * into an audience. A view filtering on something enrolling cannot apply is\n * not offered, because dropping that filter would enroll more people than\n * the view shows.\n /\nexport function useOutreachSavedViews(\n orgId: string \| null,\n uid: string \| null,\n): OutreachLoad<OutreachViewOption[]> {\n const firestore = useFirestore()\n const [result, setResult] = useState<OutreachLoad<OutreachViewOption[]>>({\n status: 'loading',\n data: [],\n })\n useEffect(() => {\n setResult({ status: 'loading', data: [] })\n if (!orgId) return undefined\n return onSnapshot(\n query(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.views),\n where('section', 'in', ['contacts', 'leads']),\n orderBy('name'),\n limit(OUTREACH_VIEWS_LIMIT),\n ),\n (snapshot) =>\n setResult({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({\n id: entry.id,\n data: entry.data() as Record<string, unknown>,\n }))\n .filter(\n ({ data }) =>\n typeof data['name'] === 'string' &&\n data['name'] !== '' &&\n crmViewIsListed(\n {\n shared: data['shared'] === true,\n ownerUid: String(data['ownerUid'] ?? ''),\n },\n uid,\n ) &&\n // A Leads view narrows by status alone, which enrolling can\n // always apply; a Contacts view must be readable as a list.\n (data['section'] === 'leads' \|\|\n dynamicListDimensionsForCrmView(\n normalizeCrmViewFilters(data['filters']),\n ).unsupported.length === 0),\n )\n .map(({ id, data }) => ({\n id,\n name: String(data['name']),\n section: data['section'] === 'leads' ? ('leads' as const) : ('contacts' as const),\n })),\n }),\n (error) => {\n if (!denied(error))\n console.error('[outreach] saved views could not be read', error)\n setResult({ status: denied(error) ? 'refused' : 'error', data: [] })\n },\n )\n }, [firestore, orgId, uid])\n return result\n}\n\n/* A CRM email template a step can send the body of. /\nexport interface OutreachTemplateOption {\n id: string\n name: string\n subject: string\n body: string\n}\n\n/\n The CRM email templates a step at this site can use: whole letters, not\n * snippets; the team's and this reader's own; written for the whole\n * organization or for this site.\n /\nexport function useOutreachEmailTemplates(\n orgId: string \| null,\n hostId: string \| null,\n uid: string \| null,\n): OutreachLoad<OutreachTemplateOption[]> {\n const firestore = useFirestore()\n const [result, setResult] = useState<OutreachLoad<OutreachTemplateOption[]>>({\n status: 'loading',\n data: [],\n })\n useEffect(() => {\n setResult({ status: 'loading', data: [] })\n if (!orgId) return undefined\n return onSnapshot(\n query(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.emailTemplates),\n orderBy('name'),\n limit(CRM_EMAIL_TEMPLATES_LIMIT),\n ),\n (snapshot) =>\n setResult({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({\n id: entry.id,\n template: normalizeCrmEmailTemplate(entry.data()),\n }))\n .filter(\n ({ template }) =>\n template.kind === 'template' &&\n crmEmailTemplateIsListed(template, uid) &&\n (!hostId \|\| visibleToHost(template.visibleTo, hostId)),\n )\n .map(({ id, template }) => ({\n id,\n name: template.name,\n subject: template.subject,\n body: template.body,\n })),\n }),\n (error) => {\n if (!denied(error))\n console.error('[outreach] email templates could not be read', error)\n setResult({ status: denied(error) ? 'refused' : 'error', data: [] })\n },\n )\n }, [firestore, orgId, hostId, uid])\n return result\n}\n\n/* A contact a search found. /\nexport interface OutreachContactOption {\n id: string\n name: string\n email: string \| null\n}\n\n/* The most contacts one search answers with. /\nexport const OUTREACH_SEARCH_LIMIT = 25\n\n/\n The contacts at `hostId` a search finds: by address when the text is one,\n * otherwise by a word of the name — the `nameTokens` the contacts carry for\n * the CRM's own search. `idle` until something is typed.\n /\nexport function useOutreachContactSearch(input: {\n orgId: string \| null\n hostId: string \| null\n contactGroupId: string \| null\n text: string\n}): OutreachLoad<OutreachContactOption[]> & { idle: boolean } {\n const { orgId, hostId, contactGroupId, text } = input\n const firestore = useFirestore()\n const [result, setResult] = useState<OutreachLoad<OutreachContactOption[]>>({\n status: 'ready',\n data: [],\n })\n const email = normalizeContactEmail(text)\n const token = email ? '' : nameSearchToken(text)\n const idle = !orgId \|\| !hostId \|\| (!email && !token)\n useEffect(() => {\n if (idle \|\| !orgId \|\| !hostId) {\n setResult({ status: 'ready', data: [] })\n return undefined\n }\n let current = true\n setResult((previous) => ({ status: 'loading', data: previous.data }))\n const contacts = collection(firestore, 'orgs', orgId, 'contacts')\n // Settles the typing before it reads: one query per pause, not per key.\n const timer = setTimeout(() => {\n getDocs(\n email\n ? query(\n contacts,\n where('email', '==', email),\n limit(OUTREACH_SEARCH_LIMIT),\n )\n : query(\n contacts,\n where('nameTokens', 'array-contains', token),\n orderBy('nameLower'),\n limit(OUTREACH_SEARCH_LIMIT),\n ),\n )\n .then((snapshot) => {\n if (!current) return\n setResult({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({\n id: entry.id,\n data: entry.data() as Record<string, unknown>,\n }))\n .filter(({ data }) =>\n visibleToHost(\n data['visibleTo'] as string[] \| undefined,\n hostId,\n ),\n )\n .map(({ id, data }) => ({\n id,\n name: contactDisplayName(data, contactGroupId ?? hostId).trim(),\n email: normalizeContactEmail(data['email']),\n })),\n })\n })\n .catch((error: unknown) => {\n if (!current) return\n if (!denied(error))\n console.error('[outreach] the contact search failed', error)\n setResult({ status: denied(error) ? 'refused' : 'error', data: [] })\n })\n }, 300)\n return () => {\n current = false\n clearTimeout(timer)\n }\n }, [firestore, orgId, hostId, contactGroupId, email, token, idle])\n return { ...result, idle }\n}\n\n/* The most leads the picker reads — the Leads list's own window. /\nexport const OUTREACH_LEADS_WINDOW = 200\n\n/\n The open leads at `hostId` a search finds (AGL-3234): the site's most\n * recently seen leads, read once while the tab is open and narrowed in\n * the browser by a word of the name or the address — a lead carries no\n * search tokens, and the window is the Leads list's own. Converted and\n * closed leads are left out: they are a contact's, or a verdict's, to\n * enroll. `idle` until something is typed.\n */\nexport function useOutreachLeadSearch(input: {\n orgId: string \| null\n hostId: string \| null\n text: string\n enabled: boolean\n}): OutreachLoad<OutreachContactOption[]> & { idle: boolean } {\n const { orgId, hostId, text, enabled } = input\n const firestore = useFirestore()\n const [window, setWindow] = useState<OutreachLoad<OutreachContactOption[]>>({\n status: 'ready',\n data: [],\n })\n useEffect(() => {\n if (!enabled \|\| !hostId \|\| !orgId) {\n setWindow({ status: 'ready', data: [] })\n return undefined\n }\n let current = true\n setWindow({ status: 'loading', data: [] })\n getDocs(\n query(\n // The org collection, narrowed to the site this view belongs to\n // (AGL-3275) — unscoped it would offer one agency client another\n // client's people to enroll.\n collection(firestore, 'orgs', orgId, 'leads'),\n where('visibleTo', 'array-contains-any', scopeTokensForHost(hostId)),\n orderBy('lastSeenAtMs', 'desc'),\n limit(OUTREACH_LEADS_WINDOW),\n ),\n )\n .then((snapshot) => {\n if (!current) return\n setWindow({\n status: 'ready',\n data: snapshot.docs\n .map((entry) => ({ id: entry.id, data: entry.data() as Record<string, unknown> }))\n .filter(({ data }) => isCrmLeadOpen(data as never) && !data['convertedContactId'])\n .map(({ id, data }) => ({\n id,\n name: crmLeadDisplayName(data),\n email: normalizeContactEmail(data['email']),\n })),\n })\n })\n .catch((error: unknown) => {\n if (!current) return\n if (!denied(error)) console.error('[outreach] the leads could not be read', error)\n setWindow({ status: denied(error) ? 'refused' : 'error', data: [] })\n })\n return () => {\n current = false\n }\n }, [firestore, orgId, hostId, enabled])\n const needle = text.trim().toLowerCase()\n const idle = !hostId \|\| !needle\n const data = idle\n ? []\n : window.data\n .filter(\n (lead) =>\n lead.name.toLowerCase().includes(needle) \|\|\n (lead.email ?? '').includes(needle),\n )\n .slice(0, OUTREACH_SEARCH_LIMIT)\n return { ...window, data, idle 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