@aglyn/plugins-outreach 1.0.0-beta.195 → 1.0.0-beta.197

package/src/lib/components/curated-step-editor.js

@@ -0,0 +1,255 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { Alert, Button, Checkbox, Chip, FormControlLabel, Paper, Stack, TextField, Typography } from "@mui/material";
+import { useMemo } from "react";
+import { isInThreadEmailStep, validateOutreachCuratedStep } from "../engine/sequence-validation.js";
+import { OUTREACH_CURATION_CONFIRMATION_LABEL } from "../model/outreach.types.js";
+/** A drafted step as the route answered it, ready for the member. */ export function outreachDraftState(draft, steps, source, audit) {
+    var _draft_subject;
+    const startsThread = !isInThreadEmailStep(steps, draft.stepIndex);
+    const subject = startsThread ? (_draft_subject = draft.subject) != null ? _draft_subject : '' : '';
+    return _extends({
+        stepIndex: draft.stepIndex,
+        startsThread,
+        subject,
+        body: draft.body,
+        original: {
+            subject,
+            body: draft.body
+        },
+        source,
+        confirmed: false,
+        decision: 'pending'
+    }, audit ? {
+        prompt: audit.prompt,
+        model: audit.model
+    } : {});
+}
+/** The member's own starting point: the step's words, for them to rewrite by hand. */ export function outreachMemberDraftStates(steps, stepIndexes) {
+    return stepIndexes.flatMap((stepIndex)=>{
+        const step = steps[stepIndex];
+        if ((step == null ? void 0 : step.kind) !== 'email') return [];
+        return [
+            outreachDraftState(// A step that sends a CRM template has no words here to start from.
+            {
+                stepIndex,
+                subject: step.subject,
+                body: step.templateId ? '' : step.body
+            }, steps, 'member')
+        ];
+    });
+}
+/** The request a USED draft becomes; `null` for one that was kept or is still open. */ export function outreachDraftToOverride(draft) {
+    if (draft.decision !== 'use') return null;
+    const edited = draft.source === 'ai' && (draft.body !== draft.original.body || draft.startsThread && draft.subject !== draft.original.subject);
+    return _extends({
+        stepIndex: draft.stepIndex
+    }, draft.startsThread ? {
+        subject: draft.subject
+    } : {}, {
+        body: draft.body,
+        source: draft.source
+    }, edited ? {
+        edited: true
+    } : {}, draft.source === 'ai' && draft.prompt ? {
+        prompt: draft.prompt
+    } : {}, draft.source === 'ai' && draft.model ? {
+        model: draft.model
+    } : {});
+}
+/** The validator's verdict on the draft as it stands. */ export function outreachDraftIssues(draft) {
+    return validateOutreachCuratedStep({
+        subject: draft.startsThread ? draft.subject : undefined,
+        body: draft.body,
+        startsThread: draft.startsThread
+    }, `stepOverrides.${draft.stepIndex}`);
+}
+/** Whether the draft may be used as it stands: confirmed, and nothing the validator refuses. */ export function outreachDraftUsable(draft) {
+    return draft.confirmed && !outreachDraftIssues(draft).some((issue)=>issue.severity === 'error');
+}
+export function OutreachCuratedStepEditor(props) {
+    const { draft, label, onChange } = props;
+    const disabled = props.disabled === true;
+    const issues = useMemo(()=>outreachDraftIssues(draft), [
+        draft
+    ]);
+    const errors = issues.filter((issue)=>issue.severity === 'error');
+    const warnings = issues.filter((issue)=>issue.severity === 'warning');
+    const change = (next)=>onChange(_extends({}, draft, next));
+    const who = draft.source === 'ai' ? 'AI draft' : 'Your words';
+    if (draft.decision !== 'pending') {
+        return /*#__PURE__*/ _jsx(Paper, {
+            variant: "outlined",
+            sx: {
+                p: 1.5
+            },
+            "aria-label": `${label} — ${draft.decision === 'use' ? 'curated' : 'template kept'}`,
+            children: /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                sx: {
+                    alignItems: 'center',
+                    flexWrap: 'wrap',
+                    rowGap: 1
+                },
+                children: [
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        sx: {
+                            flexGrow: 1
+                        },
+                        children: label
+                    }),
+                    /*#__PURE__*/ _jsx(Chip, {
+                        size: "small",
+                        color: draft.decision === 'use' ? 'success' : 'default',
+                        label: draft.decision === 'use' ? `Curated · ${who}` : 'Template kept'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        onClick: ()=>change({
+                                decision: 'pending'
+                            }),
+                        disabled: disabled,
+                        children: "Change"
+                    })
+                ]
+            })
+        });
+    }
+    return /*#__PURE__*/ _jsx(Paper, {
+        variant: "outlined",
+        sx: {
+            p: 1.5
+        },
+        "aria-label": `${label} — draft`,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1.5,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        alignItems: 'center'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            sx: {
+                                flexGrow: 1
+                            },
+                            children: label
+                        }),
+                        /*#__PURE__*/ _jsx(Chip, {
+                            size: "small",
+                            variant: "outlined",
+                            label: who
+                        })
+                    ]
+                }),
+                draft.startsThread ? /*#__PURE__*/ _jsx(TextField, {
+                    label: "Subject",
+                    value: draft.subject,
+                    onChange: (event)=>change({
+                            subject: event.target.value,
+                            confirmed: false
+                        }),
+                    disabled: disabled,
+                    size: "small",
+                    fullWidth: true,
+                    error: errors.some((issue)=>issue.path.endsWith('.subject'))
+                }) : /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: "Sent as a reply in the thread, under the thread’s subject."
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    label: "Email",
+                    value: draft.body,
+                    onChange: (event)=>change({
+                            body: event.target.value,
+                            confirmed: false
+                        }),
+                    disabled: disabled,
+                    multiline: true,
+                    minRows: 6,
+                    fullWidth: true,
+                    error: errors.some((issue)=>issue.path.endsWith('.body')),
+                    helperText: "Plain text. The footer is added when it’s sent."
+                }),
+                errors.length ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "error",
+                    children: /*#__PURE__*/ _jsx(Stack, {
+                        component: "ul",
+                        spacing: 0.5,
+                        sx: {
+                            m: 0,
+                            pl: 2
+                        },
+                        children: errors.map((issue)=>/*#__PURE__*/ _jsx("li", {
+                                children: issue.message
+                            }, `${issue.path}:${issue.code}`))
+                    })
+                }) : null,
+                warnings.length ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: warnings.map((issue)=>issue.message).join(' ')
+                }) : null,
+                /*#__PURE__*/ _jsx(FormControlLabel, {
+                    control: /*#__PURE__*/ _jsx(Checkbox, {
+                        checked: draft.confirmed,
+                        onChange: (event)=>change({
+                                confirmed: event.target.checked
+                            }),
+                        disabled: disabled || errors.length > 0
+                    }),
+                    label: OUTREACH_CURATION_CONFIRMATION_LABEL
+                }),
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    children: [
+                        /*#__PURE__*/ _jsx(Button, {
+                            size: "small",
+                            variant: "contained",
+                            disabled: disabled || !outreachDraftUsable(draft),
+                            onClick: ()=>change({
+                                    decision: 'use'
+                                }),
+                            children: "Use this"
+                        }),
+                        /*#__PURE__*/ _jsx(Button, {
+                            size: "small",
+                            disabled: disabled,
+                            onClick: ()=>change({
+                                    decision: 'keep'
+                                }),
+                            children: "Keep the template"
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+OutreachCuratedStepEditor.displayName = 'OutreachCuratedStepEditor';
+export default OutreachCuratedStepEditor;
+
+//# sourceMappingURL=curated-step-editor.js.map

package/src/lib/components/curated-step-editor.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/curated-step-editor.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\n'use client'\n\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Chip,\n  FormControlLabel,\n  Paper,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useMemo } from 'react'\nimport {\n  isInThreadEmailStep,\n  validateOutreachCuratedStep,\n  type OutreachValidationIssue,\n} from '../engine/sequence-validation'\nimport type { OutreachCurateDraft, OutreachStepOverrideRequest } from '../model/outreach-api'\nimport {\n  OUTREACH_CURATION_CONFIRMATION_LABEL,\n  type OutreachSequenceStep,\n  type OutreachStepOverrideSource,\n} from '../model/outreach.types'\n\n/**\n * ONE PERSON'S COPY OF ONE STEP, AS THE MEMBER READS AND DECIDES IT\n * (AGL-3324).\n *\n * The enroll dialog shows one of these under each person for every email\n * step the AI drafted; the Enrollments tab shows one for the next step. The\n * member edits the subject and the body, reads what the validator says,\n * ticks the confirmation — a fourth attestation beside the three a cold\n * contact asks for — and either USES the copy or KEEPS the template. Until\n * they decide, nothing about the draft leaves the browser: the enroll and\n * the save carry only what was used.\n *\n * Validated as they type, with the same rules the route applies again: a\n * draft that breaks one cannot be used as it stands.\n */\n\n/** What the member holds for one drafted step. */\nexport interface OutreachCuratedDraftState {\n  stepIndex: number\n  /** Whether the email starts a thread, and so has a subject of its own. */\n  startsThread: boolean\n  subject: string\n  body: string\n  /** The words as they were drafted, so an edit can be told from a confirmation. */\n  original: { subject: string; body: string }\n  source: OutreachStepOverrideSource\n  /** The member ticked the confirmation. */\n  confirmed: boolean\n  /** Used, kept as the template, or still open. */\n  decision: 'pending' | 'use' | 'keep'\n  /** The AI's prompt and model, for the override's audit record. */\n  prompt?: string\n  model?: string\n}\n\n/** A drafted step as the route answered it, ready for the member. */\nexport function outreachDraftState(\n  draft: Pick<OutreachCurateDraft, 'stepIndex' | 'subject' | 'body'>,\n  steps: readonly OutreachSequenceStep[],\n  source: OutreachStepOverrideSource,\n  audit?: { prompt: string; model: string },\n): OutreachCuratedDraftState {\n  const startsThread = !isInThreadEmailStep(steps, draft.stepIndex)\n  const subject = startsThread ? (draft.subject ?? '') : ''\n  return {\n    stepIndex: draft.stepIndex,\n    startsThread,\n    subject,\n    body: draft.body,\n    original: { subject, body: draft.body },\n    source,\n    confirmed: false,\n    decision: 'pending',\n    ...(audit ? { prompt: audit.prompt, model: audit.model } : {}),\n  }\n}\n\n/** The member's own starting point: the step's words, for them to rewrite by hand. */\nexport function outreachMemberDraftStates(\n  steps: readonly OutreachSequenceStep[],\n  stepIndexes: readonly number[],\n): OutreachCuratedDraftState[] {\n  return stepIndexes.flatMap((stepIndex) => {\n    const step = steps[stepIndex]\n    if (step?.kind !== 'email') return []\n    return [\n      outreachDraftState(\n        // A step that sends a CRM template has no words here to start from.\n        { stepIndex, subject: step.subject, body: step.templateId ? '' : step.body },\n        steps,\n        'member',\n      ),\n    ]\n  })\n}\n\n/** The request a USED draft becomes; `null` for one that was kept or is still open. */\nexport function outreachDraftToOverride(\n  draft: OutreachCuratedDraftState,\n): OutreachStepOverrideRequest | null {\n  if (draft.decision !== 'use') return null\n  const edited =\n    draft.source === 'ai' &&\n    (draft.body !== draft.original.body || (draft.startsThread && draft.subject !== draft.original.subject))\n  return {\n    stepIndex: draft.stepIndex,\n    ...(draft.startsThread ? { subject: draft.subject } : {}),\n    body: draft.body,\n    source: draft.source,\n    ...(edited ? { edited: true } : {}),\n    ...(draft.source === 'ai' && draft.prompt ? { prompt: draft.prompt } : {}),\n    ...(draft.source === 'ai' && draft.model ? { model: draft.model } : {}),\n  }\n}\n\n/** The validator's verdict on the draft as it stands. */\nexport function outreachDraftIssues(draft: OutreachCuratedDraftState): OutreachValidationIssue[] {\n  return validateOutreachCuratedStep(\n    { subject: draft.startsThread ? draft.subject : undefined, body: draft.body, startsThread: draft.startsThread },\n    `stepOverrides.${draft.stepIndex}`,\n  )\n}\n\n/** Whether the draft may be used as it stands: confirmed, and nothing the validator refuses. */\nexport function outreachDraftUsable(draft: OutreachCuratedDraftState): boolean {\n  return draft.confirmed && !outreachDraftIssues(draft).some((issue) => issue.severity === 'error')\n}\n\nexport interface OutreachCuratedStepEditorProps {\n  draft: OutreachCuratedDraftState\n  /** \"Email 1 · step 1\", as the sequence's preview names it. */\n  label: string\n  onChange(next: OutreachCuratedDraftState): void\n  disabled?: boolean\n}\n\nexport function OutreachCuratedStepEditor(props: OutreachCuratedStepEditorProps) {\n  const { draft, label, onChange } = props\n  const disabled = props.disabled === true\n  const issues = useMemo(() => outreachDraftIssues(draft), [draft])\n  const errors = issues.filter((issue) => issue.severity === 'error')\n  const warnings = issues.filter((issue) => issue.severity === 'warning')\n  const change = (next: Partial<OutreachCuratedDraftState>) => onChange({ ...draft, ...next })\n  const who = draft.source === 'ai' ? 'AI draft' : 'Your words'\n\n  if (draft.decision !== 'pending') {\n    return (\n      <Paper variant=\"outlined\" sx={{ p: 1.5 }} aria-label={`${label} — ${draft.decision === 'use' ? 'curated' : 'template kept'}`}>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <Typography variant=\"body2\" sx={{ flexGrow: 1 }}>\n            {label}\n          </Typography>\n          <Chip\n            size=\"small\"\n            color={draft.decision === 'use' ? 'success' : 'default'}\n            label={draft.decision === 'use' ? `Curated · ${who}` : 'Template kept'}\n          />\n          <Button size=\"small\" onClick={() => change({ decision: 'pending' })} disabled={disabled}>\n            Change\n          </Button>\n        </Stack>\n      </Paper>\n    )\n  }\n\n  return (\n    <Paper variant=\"outlined\" sx={{ p: 1.5 }} aria-label={`${label} — draft`}>\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"subtitle2\" sx={{ flexGrow: 1 }}>\n            {label}\n          </Typography>\n          <Chip size=\"small\" variant=\"outlined\" label={who} />\n        </Stack>\n        {draft.startsThread ? (\n          <TextField\n            label=\"Subject\"\n            value={draft.subject}\n            onChange={(event) => change({ subject: event.target.value, confirmed: false })}\n            disabled={disabled}\n            size=\"small\"\n            fullWidth\n            error={errors.some((issue) => issue.path.endsWith('.subject'))}\n          />\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            Sent as a reply in the thread, under the thread’s subject.\n          </Typography>\n        )}\n        <TextField\n          label=\"Email\"\n          value={draft.body}\n          onChange={(event) => change({ body: event.target.value, confirmed: false })}\n          disabled={disabled}\n          multiline\n          minRows={6}\n          fullWidth\n          error={errors.some((issue) => issue.path.endsWith('.body'))}\n          helperText=\"Plain text. The footer is added when it’s sent.\"\n        />\n        {errors.length ? (\n          <Alert severity=\"error\">\n            <Stack component=\"ul\" spacing={0.5} sx={{ m: 0, pl: 2 }}>\n              {errors.map((issue) => (\n                <li key={`${issue.path}:${issue.code}`}>{issue.message}</li>\n              ))}\n            </Stack>\n          </Alert>\n        ) : null}\n        {warnings.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {warnings.map((issue) => issue.message).join(' ')}\n          </Typography>\n        ) : null}\n        <FormControlLabel\n          control={\n            <Checkbox\n              checked={draft.confirmed}\n              onChange={(event) => change({ confirmed: event.target.checked })}\n              disabled={disabled || errors.length > 0}\n            />\n          }\n          label={OUTREACH_CURATION_CONFIRMATION_LABEL}\n        />\n        <Stack direction=\"row\" spacing={1}>\n          <Button\n            size=\"small\"\n            variant=\"contained\"\n            disabled={disabled || !outreachDraftUsable(draft)}\n            onClick={() => change({ decision: 'use' })}\n          >\n            Use this\n          </Button>\n          <Button size=\"small\" disabled={disabled} onClick={() => change({ decision: 'keep' })}>\n            Keep the template\n          </Button>\n        </Stack>\n      </Stack>\n    </Paper>\n  )\n}\nOutreachCuratedStepEditor.displayName = 'OutreachCuratedStepEditor'\n\nexport default OutreachCuratedStepEditor\n"],"names":["Alert","Button","Checkbox","Chip","FormControlLabel","Paper","Stack","TextField","Typography","useMemo","isInThreadEmailStep","validateOutreachCuratedStep","OUTREACH_CURATION_CONFIRMATION_LABEL","outreachDraftState","draft","steps","source","audit","startsThread","stepIndex","subject","body","original","confirmed","decision","prompt","model","outreachMemberDraftStates","stepIndexes","flatMap","step","kind","templateId","outreachDraftToOverride","edited","outreachDraftIssues","undefined","outreachDraftUsable","some","issue","severity","OutreachCuratedStepEditor","props","label","onChange","disabled","issues","errors","filter","warnings","change","next","who","variant","sx","p","aria-label","direction","spacing","alignItems","flexWrap","rowGap","flexGrow","size","color","onClick","value","event","target","fullWidth","error","path","endsWith","multiline","minRows","helperText","length","component","m","pl","map","li","message","code","join","control","checked","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;AAEA,SACEA,KAAK,EACLC,MAAM,EACNC,QAAQ,EACRC,IAAI,EACJC,gBAAgB,EAChBC,KAAK,EACLC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,OAAO,QAAQ,QAAO;AAC/B,SACEC,mBAAmB,EACnBC,2BAA2B,QAEtB,mCAA+B;AAEtC,SACEC,oCAAoC,QAG/B,6BAAyB;AAqChC,mEAAmE,GACnE,OAAO,SAASC,mBACdC,KAAkE,EAClEC,KAAsC,EACtCC,MAAkC,EAClCC,KAAyC;QAGTH;IADhC,MAAMI,eAAe,CAACR,oBAAoBK,OAAOD,MAAMK,SAAS;IAChE,MAAMC,UAAUF,gBAAgBJ,iBAAAA,MAAMM,OAAO,YAAbN,iBAAiB,KAAM;IACvD,OAAO;QACLK,WAAWL,MAAMK,SAAS;QAC1BD;QACAE;QACAC,MAAMP,MAAMO,IAAI;QAChBC,UAAU;YAAEF;YAASC,MAAMP,MAAMO,IAAI;QAAC;QACtCL;QACAO,WAAW;QACXC,UAAU;OACNP,QAAQ;QAAEQ,QAAQR,MAAMQ,MAAM;QAAEC,OAAOT,MAAMS,KAAK;IAAC,IAAI,CAAC;AAEhE;AAEA,oFAAoF,GACpF,OAAO,SAASC,0BACdZ,KAAsC,EACtCa,WAA8B;IAE9B,OAAOA,YAAYC,OAAO,CAAC,CAACV;QAC1B,MAAMW,OAAOf,KAAK,CAACI,UAAU;QAC7B,IAAIW,CAAAA,wBAAAA,KAAMC,IAAI,MAAK,SAAS,OAAO,EAAE;QACrC,OAAO;YACLlB,mBACE,oEAAoE;YACpE;gBAAEM;gBAAWC,SAASU,KAAKV,OAAO;gBAAEC,MAAMS,KAAKE,UAAU,GAAG,KAAKF,KAAKT,IAAI;YAAC,GAC3EN,OACA;SAEH;IACH;AACF;AAEA,qFAAqF,GACrF,OAAO,SAASkB,wBACdnB,KAAgC;IAEhC,IAAIA,MAAMU,QAAQ,KAAK,OAAO,OAAO;IACrC,MAAMU,SACJpB,MAAME,MAAM,KAAK,QAChBF,CAAAA,MAAMO,IAAI,KAAKP,MAAMQ,QAAQ,CAACD,IAAI,IAAKP,MAAMI,YAAY,IAAIJ,MAAMM,OAAO,KAAKN,MAAMQ,QAAQ,CAACF,OAAO;IACxG,OAAO;QACLD,WAAWL,MAAMK,SAAS;OACtBL,MAAMI,YAAY,GAAG;QAAEE,SAASN,MAAMM,OAAO;IAAC,IAAI,CAAC;QACvDC,MAAMP,MAAMO,IAAI;QAChBL,QAAQF,MAAME,MAAM;OAChBkB,SAAS;QAAEA,QAAQ;IAAK,IAAI,CAAC,GAC7BpB,MAAME,MAAM,KAAK,QAAQF,MAAMW,MAAM,GAAG;QAAEA,QAAQX,MAAMW,MAAM;IAAC,IAAI,CAAC,GACpEX,MAAME,MAAM,KAAK,QAAQF,MAAMY,KAAK,GAAG;QAAEA,OAAOZ,MAAMY,KAAK;IAAC,IAAI,CAAC;AAEzE;AAEA,uDAAuD,GACvD,OAAO,SAASS,oBAAoBrB,KAAgC;IAClE,OAAOH,4BACL;QAAES,SAASN,MAAMI,YAAY,GAAGJ,MAAMM,OAAO,GAAGgB;QAAWf,MAAMP,MAAMO,IAAI;QAAEH,cAAcJ,MAAMI,YAAY;IAAC,GAC9G,CAAC,cAAc,EAAEJ,MAAMK,SAAS,EAAE;AAEtC;AAEA,8FAA8F,GAC9F,OAAO,SAASkB,oBAAoBvB,KAAgC;IAClE,OAAOA,MAAMS,SAAS,IAAI,CAACY,oBAAoBrB,OAAOwB,IAAI,CAAC,CAACC,QAAUA,MAAMC,QAAQ,KAAK;AAC3F;AAUA,OAAO,SAASC,0BAA0BC,KAAqC;IAC7E,MAAM,EAAE5B,KAAK,EAAE6B,KAAK,EAAEC,QAAQ,EAAE,GAAGF;IACnC,MAAMG,WAAWH,MAAMG,QAAQ,KAAK;IACpC,MAAMC,SAASrC,QAAQ,IAAM0B,oBAAoBrB,QAAQ;QAACA;KAAM;IAChE,MAAMiC,SAASD,OAAOE,MAAM,CAAC,CAACT,QAAUA,MAAMC,QAAQ,KAAK;IAC3D,MAAMS,WAAWH,OAAOE,MAAM,CAAC,CAACT,QAAUA,MAAMC,QAAQ,KAAK;IAC7D,MAAMU,SAAS,CAACC,OAA6CP,SAAS,aAAK9B,OAAUqC;IACrF,MAAMC,MAAMtC,MAAME,MAAM,KAAK,OAAO,aAAa;IAEjD,IAAIF,MAAMU,QAAQ,KAAK,WAAW;QAChC,qBACE,KAACnB;YAAMgD,SAAQ;YAAWC,IAAI;gBAAEC,GAAG;YAAI;YAAGC,cAAY,GAAGb,MAAM,GAAG,EAAE7B,MAAMU,QAAQ,KAAK,QAAQ,YAAY,iBAAiB;sBAC1H,cAAA,MAAClB;gBAAMmD,WAAU;gBAAMC,SAAS;gBAAGJ,IAAI;oBAAEK,YAAY;oBAAUC,UAAU;oBAAQC,QAAQ;gBAAE;;kCACzF,KAACrD;wBAAW6C,SAAQ;wBAAQC,IAAI;4BAAEQ,UAAU;wBAAE;kCAC3CnB;;kCAEH,KAACxC;wBACC4D,MAAK;wBACLC,OAAOlD,MAAMU,QAAQ,KAAK,QAAQ,YAAY;wBAC9CmB,OAAO7B,MAAMU,QAAQ,KAAK,QAAQ,CAAC,UAAU,EAAE4B,KAAK,GAAG;;kCAEzD,KAACnD;wBAAO8D,MAAK;wBAAQE,SAAS,IAAMf,OAAO;gCAAE1B,UAAU;4BAAU;wBAAIqB,UAAUA;kCAAU;;;;;IAMjG;IAEA,qBACE,KAACxC;QAAMgD,SAAQ;QAAWC,IAAI;YAAEC,GAAG;QAAI;QAAGC,cAAY,GAAGb,MAAM,QAAQ,CAAC;kBACtE,cAAA,MAACrC;YAAMoD,SAAS;;8BACd,MAACpD;oBAAMmD,WAAU;oBAAMC,SAAS;oBAAGJ,IAAI;wBAAEK,YAAY;oBAAS;;sCAC5D,KAACnD;4BAAW6C,SAAQ;4BAAYC,IAAI;gCAAEQ,UAAU;4BAAE;sCAC/CnB;;sCAEH,KAACxC;4BAAK4D,MAAK;4BAAQV,SAAQ;4BAAWV,OAAOS;;;;gBAE9CtC,MAAMI,YAAY,iBACjB,KAACX;oBACCoC,OAAM;oBACNuB,OAAOpD,MAAMM,OAAO;oBACpBwB,UAAU,CAACuB,QAAUjB,OAAO;4BAAE9B,SAAS+C,MAAMC,MAAM,CAACF,KAAK;4BAAE3C,WAAW;wBAAM;oBAC5EsB,UAAUA;oBACVkB,MAAK;oBACLM,SAAS;oBACTC,OAAOvB,OAAOT,IAAI,CAAC,CAACC,QAAUA,MAAMgC,IAAI,CAACC,QAAQ,CAAC;mCAGpD,KAAChE;oBAAW6C,SAAQ;oBAAUW,OAAM;8BAAiB;;8BAIvD,KAACzD;oBACCoC,OAAM;oBACNuB,OAAOpD,MAAMO,IAAI;oBACjBuB,UAAU,CAACuB,QAAUjB,OAAO;4BAAE7B,MAAM8C,MAAMC,MAAM,CAACF,KAAK;4BAAE3C,WAAW;wBAAM;oBACzEsB,UAAUA;oBACV4B,SAAS;oBACTC,SAAS;oBACTL,SAAS;oBACTC,OAAOvB,OAAOT,IAAI,CAAC,CAACC,QAAUA,MAAMgC,IAAI,CAACC,QAAQ,CAAC;oBAClDG,YAAW;;gBAEZ5B,OAAO6B,MAAM,iBACZ,KAAC5E;oBAAMwC,UAAS;8BACd,cAAA,KAAClC;wBAAMuE,WAAU;wBAAKnB,SAAS;wBAAKJ,IAAI;4BAAEwB,GAAG;4BAAGC,IAAI;wBAAE;kCACnDhC,OAAOiC,GAAG,CAAC,CAACzC,sBACX,K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package/src/lib/components/enroll-dialog.d.ts

@@ -1,5 +1,6 @@
 import { type OutreachEnrollPreviewPerson } from '../model/outreach-api';
 import { type OutreachAttestationKind, type OutreachSequence } from '../model/outreach.types';
+import { type OutreachCuratedDraftState } from './curated-step-editor';
 import type { OutreachApi } from './use-outreach-api';
 export interface OutreachEnrollDialogProps {
     open: boolean;
@@ -11,11 +12,25 @@ export interface OutreachEnrollDialogProps {
     uid: string | null;
     api: OutreachApi;
 }
+/** Where one person's curated drafts stand (AGL-3324). */
+type Curation = {
+    status: 'idle';
+} | {
+    status: 'drafting';
+} | {
+    status: 'failed';
+    message: string;
+} | {
+    status: 'ready';
+};
 /** What the rep has supplied for one person. */
 interface Supplied {
     include: boolean;
     personalLine: string;
     attestations: OutreachAttestationKind[];
+    /** The email steps drafted for this person, by step index; absent until they curate. */
+    drafts?: Record<number, OutreachCuratedDraftState>;
+    curation?: Curation;
 }
 /** Whether a person may be sent to Confirm as the rep has left them. */
 export declare function outreachPersonReady(person: OutreachEnrollPreviewPerson, supplied: Supplied | undefined): boolean;

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

@@ -22,6 +22,8 @@ import { Alert, Button, Checkbox, Chip, Dialog, DialogActions, DialogContent, Di
 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 { outreachEmailStepLabel } from "./curate-step-dialog.js";
+import { OutreachCuratedStepEditor, outreachDraftState, outreachDraftToOverride, outreachMemberDraftStates } from "./curated-step-editor.js";
 import { OutreachLoading, OutreachLoadProblem } from "./outreach-ui.js";
 import { useOutreachContactSearch, useOutreachLeadSearch, useOutreachSavedViews } from "./use-outreach-crm.js";
 const STATUS_LABELS = {
@@ -34,10 +36,21 @@ const STATUS_COLORS = {
     needs_confirmation: 'warning',
     blocked: 'default'
 };
+/** The drafts the rep used, as the enroll and the preview carry them. */ function usedOverrides(supplied) {
+    var _ref;
+    return Object.values((_ref = supplied == null ? void 0 : supplied.drafts) != null ? _ref : {}).map(outreachDraftToOverride).filter((override)=>override !== null);
+}
+/** Whether a drafted step is still waiting on the rep to use it or keep the template. */ function hasOpenDrafts(supplied) {
+    var _ref;
+    return Object.values((_ref = supplied == null ? void 0 : supplied.drafts) != null ? _ref : {}).some((draft)=>draft.decision === 'pending');
+}
 /** Whether a person may be sent to Confirm as the rep has left them. */ export function outreachPersonReady(person, supplied) {
     if (person.status === 'blocked' || !(supplied == null ? void 0 : supplied.include)) return false;
     const line = supplied.personalLine.trim();
     if (line.length > OUTREACH_PERSONAL_LINE_MAX) return false;
+    // A draft the rep has read but neither used nor kept holds them back
+    // (AGL-3324): nothing is enrolled with a decision still open.
+    if (hasOpenDrafts(supplied)) return false;
     if (person.status === 'eligible') return true;
     if (person.requires.personalLine && !line) return false;
     return person.requires.attestations.every((kind)=>supplied.attestations.includes(kind));
@@ -69,6 +82,7 @@ const STATUS_COLORS = {
     const [problem, setProblem] = useState(null);
     const [supplied, setSupplied] = useState({});
     const [emailPreview, setEmailPreview] = useState({});
+    const [stepTests, setStepTests] = useState({});
     const views = useOutreachSavedViews(props.open ? orgId : null, props.uid);
     const search = useOutreachContactSearch({
         orgId: props.open && tab === 'search' ? orgId : null,
@@ -90,6 +104,7 @@ const STATUS_COLORS = {
         setProblem(null);
         setSupplied({});
         setEmailPreview({});
+        setStepTests({});
     };
     const close = ()=>{
         reset();
@@ -133,7 +148,7 @@ const STATUS_COLORS = {
     ]);
     const waiting = answer ? answer.people.filter((person)=>{
         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]);
+        return person.status !== 'blocked' && ((_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;
@@ -153,7 +168,9 @@ const STATUS_COLORS = {
                 }, {
                     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 : []
-                });
+                }, usedOverrides(supplied[person.personId]).length ? {
+                    stepOverrides: usedOverrides(supplied[person.personId])
+                } : {});
             }));
             setStage({
                 kind: 'done',
@@ -180,6 +197,7 @@ const STATUS_COLORS = {
         try {
             var _ref;
             var _supplied_person_personId;
+            const overrides = usedOverrides(supplied[person.personId]);
             const result = await api.previewEmail(_extends({
                 sequenceId: sequence.id
             }, person.target === 'lead' && person.leadId ? {
@@ -188,7 +206,9 @@ const STATUS_COLORS = {
                 contactId: person.contactId
             }, {
                 personalLine: (_ref = (_supplied_person_personId = supplied[person.personId]) == null ? void 0 : _supplied_person_personId.personalLine.trim()) != null ? _ref : ''
-            }));
+            }, overrides.length ? {
+                stepOverrides: overrides
+            } : {}));
             setEmailPreview((previous)=>_extends({}, previous, {
                     [person.personId]: {
                         status: 'ready',
@@ -204,6 +224,104 @@ const STATUS_COLORS = {
                 }));
         }
     };
+    /**
+   * Curate for this person (AGL-3324): every email step drafted from their
+   * record, the sequence's steps and the personal line as written so far,
+   * shown under them for the rep to edit and confirm. Nothing is stored
+   * until Enroll carries the drafts they used.
+   */ const curate = async (person)=>{
+        supply(person.personId, {
+            curation: {
+                status: 'drafting'
+            }
+        });
+        try {
+            var _ref;
+            var _supplied_person_personId;
+            const answer = await api.curateDrafts(_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 : ''
+            }));
+            const audit = {
+                prompt: answer.prompt,
+                model: answer.model
+            };
+            supply(person.personId, {
+                curation: {
+                    status: 'ready'
+                },
+                drafts: Object.fromEntries(answer.drafts.map((draft)=>[
+                        draft.stepIndex,
+                        outreachDraftState(draft, sequence.steps, 'ai', audit)
+                    ]))
+            });
+        } catch (error) {
+            supply(person.personId, {
+                curation: {
+                    status: 'failed',
+                    message: error.message
+                }
+            });
+        }
+    };
+    /** The rep's own words for every email step, when the AI cannot draft. */ const writeThemselves = (person)=>{
+        const stepIndexes = sequence.steps.map((step, index)=>step.kind === 'email' ? index : -1).filter((index)=>index >= 0);
+        supply(person.personId, {
+            curation: {
+                status: 'ready'
+            },
+            drafts: Object.fromEntries(outreachMemberDraftStates(sequence.steps, stepIndexes).map((draft)=>[
+                    draft.stepIndex,
+                    draft
+                ]))
+        });
+    };
+    /**
+   * This person's first email, sent to the member as a test (AGL-3325):
+   * their record, the personal line as written so far and the curated copy
+   * they used (AGL-3324) fill it, and nothing is enrolled or stored for
+   * them.
+   */ const sendTest = async (person)=>{
+        setStepTests((previous)=>_extends({}, previous, {
+                [person.personId]: {
+                    status: 'sending'
+                }
+            }));
+        try {
+            var _ref;
+            var _supplied_person_personId;
+            const overrides = usedOverrides(supplied[person.personId]);
+            const answer = await api.sendStepTest(_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 : ''
+            }, overrides.length ? {
+                stepOverrides: overrides
+            } : {}));
+            setStepTests((previous)=>_extends({}, previous, {
+                    [person.personId]: {
+                        status: 'sent',
+                        answer
+                    }
+                }));
+        } catch (error) {
+            setStepTests((previous)=>_extends({}, previous, {
+                    [person.personId]: {
+                        status: 'failed',
+                        message: error.message
+                    }
+                }));
+        }
+    };
     const title = `Enroll people in ${sequence.name}`;
     return /*#__PURE__*/ _jsxs(Dialog, {
         open: props.open,
@@ -464,17 +582,22 @@ const STATUS_COLORS = {
                                     "aria-label": "People",
                                     children: answer.people.map((person)=>/*#__PURE__*/ _jsx(PersonRow, {
                                             person: person,
+                                            steps: sequence.steps,
                                             supplied: supplied[person.personId],
                                             onSupply: (next)=>supply(person.personId, next),
                                             emailPreview: emailPreview[person.personId],
                                             onPreviewEmail: ()=>void previewEmail(person),
+                                            stepTest: stepTests[person.personId],
+                                            onSendTest: ()=>void sendTest(person),
+                                            onCurate: ()=>void curate(person),
+                                            onWriteThemselves: ()=>writeThemselves(person),
                                             disabled: stage.kind === 'enrolling'
                                         }, person.personId))
                                 }),
                                 waiting ? /*#__PURE__*/ _jsx(Typography, {
                                     variant: "body2",
                                     color: "text.secondary",
-                                    children: `${waiting} ${waiting === 1 ? 'person still needs' : 'people still need'} a personal line or a confirmation, and won't be enrolled until they have one.`
+                                    children: `${waiting} ${waiting === 1 ? 'person still needs' : 'people still need'} a personal line or a confirmation, or a decision on a draft, and won't be enrolled until they have one.`
                                 }) : null
                             ]
                         }) : null,
@@ -541,12 +664,17 @@ function summary(answer) {
     return `${count('eligible')} eligible · ${count('needs_confirmation')} need you · ${count('blocked')} blocked`;
 }
 function PersonRow(props) {
-    var _ref, _ref1;
-    var _props_emailPreview, _props_emailPreview1, _props_emailPreview2;
+    var _ref, _ref1, _ref2, _ref3;
+    var _props_stepTest, _props_stepTest1, _props_stepTest2, _props_stepTest3, _props_emailPreview, _props_emailPreview1, _props_emailPreview2;
     const { person, supplied, disabled } = props;
     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;
+    const curation = (_ref1 = supplied == null ? void 0 : supplied.curation) != null ? _ref1 : {
+        status: 'idle'
+    };
+    const drafts = Object.values((_ref2 = supplied == null ? void 0 : supplied.drafts) != null ? _ref2 : {}).sort((a, b)=>a.stepIndex - b.stepIndex);
+    const usedCount = drafts.filter((draft)=>draft.decision === 'use').length;
     return /*#__PURE__*/ _jsx(Paper, {
         component: "li",
         variant: "outlined",
@@ -630,7 +758,7 @@ function PersonRow(props) {
                     children: [
                         /*#__PURE__*/ _jsx(FormControlLabel, {
                             control: /*#__PURE__*/ _jsx(Checkbox, {
-                                checked: (_ref1 = supplied == null ? void 0 : supplied.include) != null ? _ref1 : true,
+                                checked: (_ref3 = supplied == null ? void 0 : supplied.include) != null ? _ref3 : true,
                                 onChange: (event)=>props.onSupply({
                                         include: event.target.checked
                                     }),
@@ -676,15 +804,87 @@ function PersonRow(props) {
                                         }, kind);
                                     })
                                 }) : null,
-                                /*#__PURE__*/ _jsx(Stack, {
+                                /*#__PURE__*/ _jsxs(Stack, {
                                     direction: "row",
-                                    children: /*#__PURE__*/ _jsx(Button, {
-                                        size: "small",
-                                        onClick: props.onPreviewEmail,
-                                        disabled: disabled,
-                                        children: "Preview the first email"
-                                    })
+                                    spacing: 1,
+                                    sx: {
+                                        flexWrap: 'wrap',
+                                        rowGap: 1
+                                    },
+                                    children: [
+                                        /*#__PURE__*/ _jsx(Button, {
+                                            size: "small",
+                                            onClick: props.onPreviewEmail,
+                                            disabled: disabled,
+                                            children: "Preview the first email"
+                                        }),
+                                        /*#__PURE__*/ _jsx(Button, {
+                                            size: "small",
+                                            onClick: props.onSendTest,
+                                            disabled: disabled || ((_props_stepTest = props.stepTest) == null ? void 0 : _props_stepTest.status) === 'sending',
+                                            children: ((_props_stepTest1 = props.stepTest) == null ? void 0 : _props_stepTest1.status) === 'sending' ? 'Sending…' : 'Send me this as a test'
+                                        }),
+                                        /*#__PURE__*/ _jsx(Button, {
+                                            size: "small",
+                                            onClick: props.onCurate,
+                                            disabled: disabled || curation.status === 'drafting',
+                                            children: drafts.length ? 'Curate again' : 'Curate for this person'
+                                        })
+                                    ]
                                 }),
+                                ((_props_stepTest2 = props.stepTest) == null ? void 0 : _props_stepTest2.status) === 'failed' ? /*#__PURE__*/ _jsx(Alert, {
+                                    severity: "error",
+                                    children: props.stepTest.message
+                                }) : null,
+                                ((_props_stepTest3 = props.stepTest) == null ? void 0 : _props_stepTest3.status) === 'sent' ? /*#__PURE__*/ _jsx(Alert, {
+                                    severity: "success",
+                                    children: `Sent to ${props.stepTest.answer.sentTo} as “${props.stepTest.answer.subject}”. ${name} was not enrolled.`
+                                }) : null,
+                                curation.status === 'drafting' ? /*#__PURE__*/ _jsx(OutreachLoading, {
+                                    label: "Drafting their emails…"
+                                }) : null,
+                                curation.status === 'failed' ? /*#__PURE__*/ _jsxs(Stack, {
+                                    spacing: 1,
+                                    children: [
+                                        /*#__PURE__*/ _jsx(Alert, {
+                                            severity: "warning",
+                                            children: curation.message
+                                        }),
+                                        /*#__PURE__*/ _jsx(Stack, {
+                                            direction: "row",
+                                            children: /*#__PURE__*/ _jsx(Button, {
+                                                size: "small",
+                                                onClick: props.onWriteThemselves,
+                                                disabled: disabled,
+                                                children: "Write them yourself"
+                                            })
+                                        })
+                                    ]
+                                }) : null,
+                                drafts.length ? /*#__PURE__*/ _jsxs(Stack, {
+                                    spacing: 1,
+                                    "aria-label": `Curated emails for ${name}`,
+                                    children: [
+                                        /*#__PURE__*/ _jsx(Typography, {
+                                            variant: "caption",
+                                            color: "text.secondary",
+                                            children: usedCount ? `${usedCount} of ${drafts.length} ${drafts.length === 1 ? 'email' : 'emails'} curated for ${name}. Nothing is sent that you haven't confirmed.` : `Their emails, rewritten for them. Read each one, edit it, and use it or keep the template.`
+                                        }),
+                                        drafts.map((draft)=>/*#__PURE__*/ _jsx(OutreachCuratedStepEditor, {
+                                                draft: draft,
+                                                label: outreachEmailStepLabel(props.steps, draft.stepIndex),
+                                                onChange: (next)=>{
+                                                    var _ref;
+                                                    return props.onSupply({
+                                                        drafts: _extends({}, (_ref = supplied == null ? void 0 : supplied.drafts) != null ? _ref : {}, {
+                                                            [next.stepIndex]: next
+                                                        })
+                                                    });
+                                                },
+                                                disabled: disabled
+                                            }, draft.stepIndex))
+                                    ]
+                                }) : null,
                                 ((_props_emailPreview = props.emailPreview) == null ? void 0 : _props_emailPreview.status) === 'loading' ? /*#__PURE__*/ _jsx(OutreachLoading, {
                                     label: "Writing the email…"
                                 }) : null,