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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/enroll-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { HelpTip } from '@aglyn/shared-ui-jsx'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Chip,\n  type ChipProps,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControlLabel,\n  FormGroup,\n  List,\n  ListItem,\n  ListItemButton,\n  ListItemIcon,\n  ListItemText,\n  MenuItem,\n  Paper,\n  Stack,\n  Tab,\n  Tabs,\n  TextField,\n  Typography,\n  useMediaQuery,\n  useTheme,\n} from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewPerson,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollPreviewStatus,\n  type OutreachEnrollSource,\n  type OutreachPreviewResponse,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_ATTESTATION_LABELS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachSequence,\n} from '../model/outreach.types'\nimport { OutreachLoading, OutreachLoadProblem } from './outreach-ui'\nimport type { OutreachApi } from './use-outreach-api'\nimport {\n  type OutreachContactOption,\n  useOutreachContactSearch,\n  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 ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/enroll-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { HelpTip } from '@aglyn/shared-ui-jsx'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Chip,\n  type ChipProps,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControlLabel,\n  FormGroup,\n  List,\n  ListItem,\n  ListItemButton,\n  ListItemIcon,\n  ListItemText,\n  MenuItem,\n  Paper,\n  Stack,\n  Tab,\n  Tabs,\n  TextField,\n  Typography,\n  useMediaQuery,\n  useTheme,\n} from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewPerson,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollPreviewStatus,\n  type OutreachEnrollSource,\n  type OutreachPreviewResponse,\n  type OutreachStepTestResponse,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_ATTESTATION_LABELS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachSequence,\n  type OutreachSequenceStep,\n} from '../model/outreach.types'\nimport { outreachEmailStepLabel } from './curate-step-dialog'\nimport {\n  OutreachCuratedStepEditor,\n  outreachDraftState,\n  outreachDraftToOverride,\n  outreachMemberDraftStates,\n  type OutreachCuratedDraftState,\n} from './curated-step-editor'\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/** Where one person's curated drafts stand (AGL-3324). */\ntype Curation =\n  | { status: 'idle' }\n  | { status: 'drafting' }\n  | { status: 'failed'; message: string }\n  | { status: 'ready' }\n\n/** What the rep has supplied for one person. */\ninterface Supplied {\n  include: boolean\n  personalLine: string\n  attestations: OutreachAttestationKind[]\n  /** The email steps drafted for this person, by step index; absent until they curate. */\n  drafts?: Record<number, OutreachCuratedDraftState>\n  curation?: Curation\n}\n\n/** The drafts the rep used, as the enroll and the preview carry them. */\nfunction usedOverrides(supplied: Supplied | undefined) {\n  return Object.values(supplied?.drafts ?? {})\n    .map(outreachDraftToOverride)\n    .filter((override): override is NonNullable<typeof override> => override !== null)\n}\n\n/** Whether a drafted step is still waiting on the rep to use it or keep the template. */\nfunction hasOpenDrafts(supplied: Supplied | undefined): boolean {\n  return Object.values(supplied?.drafts ?? {}).some((draft) => draft.decision === 'pending')\n}\n\n/** Where one person's test send stands (AGL-3325). */\ntype StepTest =\n  | { status: 'sending' }\n  | { status: 'sent'; answer: OutreachStepTestResponse }\n  | { status: 'failed'; message: string }\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  // A draft the rep has read but neither used nor kept holds them back\n  // (AGL-3324): nothing is enrolled with a decision still open.\n  if (hasOpenDrafts(supplied)) 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  const [stepTests, setStepTests] = useState<Record<string, StepTest>>({})\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    setStepTests({})\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 !== 'blocked' &&\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          // The steps they curated and confirmed (AGL-3324); nothing else.\n          ...(usedOverrides(supplied[person.personId]).length\n            ? { stepOverrides: usedOverrides(supplied[person.personId]) }\n            : {}),\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 overrides = usedOverrides(supplied[person.personId])\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        // The preview shows the curated version (AGL-3324).\n        ...(overrides.length ? { stepOverrides: overrides } : {}),\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  /**\n   * Curate for this person (AGL-3324): every email step drafted from their\n   * record, the sequence's steps and the personal line as written so far,\n   * shown under them for the rep to edit and confirm. Nothing is stored\n   * until Enroll carries the drafts they used.\n   */\n  const curate = async (person: OutreachEnrollPreviewPerson) => {\n    supply(person.personId, { curation: { status: 'drafting' } })\n    try {\n      const answer = await api.curateDrafts({\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      const audit = { prompt: answer.prompt, model: answer.model }\n      supply(person.personId, {\n        curation: { status: 'ready' },\n        drafts: Object.fromEntries(\n          answer.drafts.map((draft) => [draft.stepIndex, outreachDraftState(draft, sequence.steps, 'ai', audit)]),\n        ),\n      })\n    } catch (error) {\n      supply(person.personId, { curation: { status: 'failed', message: (error as Error).message } })\n    }\n  }\n\n  /** The rep's own words for every email step, when the AI cannot draft. */\n  const writeThemselves = (person: OutreachEnrollPreviewPerson) => {\n    const stepIndexes = sequence.steps\n      .map((step, index) => (step.kind === 'email' ? index : -1))\n      .filter((index) => index >= 0)\n    supply(person.personId, {\n      curation: { status: 'ready' },\n      drafts: Object.fromEntries(\n        outreachMemberDraftStates(sequence.steps, stepIndexes).map((draft) => [draft.stepIndex, draft]),\n      ),\n    })\n  }\n\n  /**\n   * This person's first email, sent to the member as a test (AGL-3325):\n   * their record, the personal line as written so far and the curated copy\n   * they used (AGL-3324) fill it, and nothing is enrolled or stored for\n   * them.\n   */\n  const sendTest = async (person: OutreachEnrollPreviewPerson) => {\n    setStepTests((previous) => ({ ...previous, [person.personId]: { status: 'sending' } }))\n    try {\n      const overrides = usedOverrides(supplied[person.personId])\n      const answer = await api.sendStepTest({\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        ...(overrides.length ? { stepOverrides: overrides } : {}),\n      })\n      setStepTests((previous) => ({ ...previous, [person.personId]: { status: 'sent', answer } }))\n    } catch (error) {\n      setStepTests((previous) => ({\n        ...previous,\n        [person.personId]: { status: 'failed', message: (error as Error).message },\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 ${answer.total}. Enroll these, then preview again for the rest.`}\n                </Alert>\n              ) : null}\n              <Stack\n                spacing={1}\n                component=\"ul\"\n                sx={{ listStyle: 'none', p: 0, m: 0 }}\n                aria-label=\"People\"\n              >\n                {answer.people.map((person) => (\n                  <PersonRow\n                    key={person.personId}\n                    person={person}\n                    steps={sequence.steps}\n                    supplied={supplied[person.personId]}\n                    onSupply={(next) => supply(person.personId, next)}\n                    emailPreview={emailPreview[person.personId]}\n                    onPreviewEmail={() => void previewEmail(person)}\n                    stepTest={stepTests[person.personId]}\n                    onSendTest={() => void sendTest(person)}\n                    onCurate={() => void curate(person)}\n                    onWriteThemselves={() => writeThemselves(person)}\n                    disabled={stage.kind === 'enrolling'}\n                  />\n                ))}\n              </Stack>\n              {waiting ? (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {`${waiting} ${waiting === 1 ? 'person still needs' : 'people still need'} a personal line or a confirmation, or a decision on a draft, 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  steps: readonly OutreachSequenceStep[]\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  stepTest: StepTest | undefined\n  onSendTest(): void\n  onCurate(): void\n  onWriteThemselves(): 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  const curation = supplied?.curation ?? { status: 'idle' }\n  const drafts = Object.values(supplied?.drafts ?? {}).sort((a, b) => a.stepIndex - b.stepIndex)\n  const usedCount = drafts.filter((draft) => draft.decision === 'use').length\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\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n                  <Button\n                    size=\"small\"\n                    onClick={props.onPreviewEmail}\n                    disabled={disabled}\n                  >\n                    Preview the first email\n                  </Button>\n                  <Button\n                    size=\"small\"\n                    onClick={props.onSendTest}\n                    disabled={disabled || props.stepTest?.status === 'sending'}\n                  >\n                    {props.stepTest?.status === 'sending' ? 'Sending…' : 'Send me this as a test'}\n                  </Button>\n                  <Button\n                    size=\"small\"\n                    onClick={props.onCurate}\n                    disabled={disabled || curation.status === 'drafting'}\n                  >\n                    {drafts.length ? 'Curate again' : 'Curate for this person'}\n                  </Button>\n                </Stack>\n                {props.stepTest?.status === 'failed' ? (\n                  <Alert severity=\"error\">{props.stepTest.message}</Alert>\n                ) : null}\n                {props.stepTest?.status === 'sent' ? (\n                  <Alert severity=\"success\">\n                    {`Sent to ${props.stepTest.answer.sentTo} as “${props.stepTest.answer.subject}”. ${name} was not enrolled.`}\n                  </Alert>\n                ) : null}\n                {curation.status === 'drafting' ? (\n                  <OutreachLoading label=\"Drafting their emails…\" />\n                ) : null}\n                {curation.status === 'failed' ? (\n                  <Stack spacing={1}>\n                    <Alert severity=\"warning\">{curation.message}</Alert>\n                    <Stack direction=\"row\">\n                      <Button size=\"small\" onClick={props.onWriteThemselves} disabled={disabled}>\n                        Write them yourself\n                      </Button>\n                    </Stack>\n                  </Stack>\n                ) : null}\n                {drafts.length ? (\n                  <Stack spacing={1} aria-label={`Curated emails for ${name}`}>\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {usedCount\n                        ? `${usedCount} of ${drafts.length} ${drafts.length === 1 ? 'email' : 'emails'} curated for ${name}. Nothing is sent that you haven't confirmed.`\n                        : `Their emails, rewritten for them. Read each one, edit it, and use it or keep the template.`}\n                    </Typography>\n                    {drafts.map((draft) => (\n                      <OutreachCuratedStepEditor\n                        key={draft.stepIndex}\n                        draft={draft}\n                        label={outreachEmailStepLabel(props.steps, draft.stepIndex)}\n                        onChange={(next) =>\n                          props.onSupply({ drafts: { ...(supplied?.drafts ?? {}), [next.stepIndex]: next } })\n                        }\n                        disabled={disabled}\n                      />\n                    ))}\n                  </Stack>\n                ) : null}\n                {props.emailPreview?.status === 'loading' ? (\n                  <OutreachLoading label=\"Writing the email…\" />\n                ) : null}\n                {props.emailPreview?.status === 'failed' ? (\n                  <Alert severity=\"error\">{props.emailPreview.message}</Alert>\n                ) : null}\n                {props.emailPreview?.status === 'ready' ? (\n                  props.emailPreview.answer.error ? (\n                    <Alert severity=\"info\">\n                      {props.emailPreview.answer.error.message}\n                    </Alert>\n                  ) : (\n                    <Paper\n                      variant=\"outlined\"\n                      sx={{ p: 1.5 }}\n                      aria-label={`First email to ${name}`}\n                    >\n                      <Typography variant=\"body2\">{`Subject: ${props.emailPreview.answer.subject}`}</Typography>\n                      <Typography\n                        variant=\"body2\"\n                        sx={{\n                          whiteSpace: 'pre-wrap',\n                          wordBreak: 'break-word',\n                          mt: 1,\n                        }}\n                      >\n                        {props.emailPreview.answer.text}\n                      </Typography>\n                    </Paper>\n                  )\n                ) : null}\n              </>\n            )}\n          </Stack>\n        )}\n      </Stack>\n    </Paper>\n  )\n}\n\nfunction DoneSummary(props: {\n  results: OutreachEnrollOutcome[]\n  enrolled: number\n}) {\n  const refused = props.results.filter(\n    (\n      result,\n    ): result is Extract<OutreachEnrollOutcome, { outcome: 'blocked' }> =>\n      result.outcome === 'blocked',\n  )\n  return (\n    <Stack spacing={1.5}>\n      <Alert severity={props.enrolled ? 'success' : 'info'}>\n        {props.enrolled\n          ? `Enrolled ${props.enrolled} ${props.enrolled === 1 ? 'person' : 'people'}. Their first step goes out in the mailbox's sending hours.`\n          : 'Nobody was enrolled.'}\n      </Alert>\n      {refused.length ? 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package/src/lib/components/enrollments-table.d.ts

@@ -22,6 +22,8 @@ export interface OutreachEnrollmentsTableProps {
 export declare function outreachCurrentStepLabel(enrollment: Pick<OutreachEnrollment, 'status' | 'stepIndex'>, steps: readonly OutreachSequenceStep[]): string;
 /** Why an enrollment stopped, as the table says it; `''` while it runs. */
 export declare function outreachStopLabel(enrollment: Pick<OutreachEnrollment, 'stopReason' | 'stopDetail'>): string;
+/** Whether the step the enrollment is on goes out as this person's own copy (AGL-3324). */
+export declare function outreachStepIsCurated(enrollment: Pick<OutreachEnrollment, 'stepIndex' | 'stepOverrides'>): boolean;
 /**
  * A sequence's enrollments (AGL-2980): who is in it, where each person
  * stands, when their next step goes out in the mailbox's timezone, and the

package/src/lib/components/enrollments-table.js

@@ -26,6 +26,7 @@ import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filt
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { Button, Card, CardContent, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, Stack, TextField, Typography, useMediaQuery, useTheme, Chip } from "@mui/material";
 import { useEffect, useMemo, useState } from "react";
+import { OutreachCurateStepDialog, outreachNextEmailStepIndex } from "./curate-step-dialog.js";
 import { readOutreachEngagement } from "../model/enrollment-engagement.js";
 import { OUTREACH_ENROLLMENT_STATUSES, OUTREACH_TASK_KIND_LABELS } from "../model/outreach.types.js";
 import { formatOutreachTime, OUTREACH_ENROLLMENT_STATUS_LABELS, OUTREACH_STOP_REASON_LABELS, OutreachEnrollmentStatusChip, OutreachLoading, OutreachLoadProblem } from "./outreach-ui.js";
@@ -45,19 +46,26 @@ import { formatOutreachTime, OUTREACH_ENROLLMENT_STATUS_LABELS, OUTREACH_STOP_RE
     var _enrollment_lastSentAtMs, _enrollment_stoppedAtMs, _enrollment_createdAtMs;
     return Math.max((_enrollment_lastSentAtMs = enrollment.lastSentAtMs) != null ? _enrollment_lastSentAtMs : 0, (_enrollment_stoppedAtMs = enrollment.stoppedAtMs) != null ? _enrollment_stoppedAtMs : 0, (_enrollment_createdAtMs = enrollment.createdAtMs) != null ? _enrollment_createdAtMs : 0);
 }
-/** What a member may do to an enrollment in the status it is in. */ function actionsFor(enrollment) {
+/** What a member may do to an enrollment in the status it is in. */ function actionsFor(enrollment, steps) {
     const actions = [];
+    // Rewrite the next email for this one person, while one is still to go.
+    if (outreachNextEmailStepIndex(enrollment, steps) !== null) actions.push('curate');
     if (enrollment.status === 'active') actions.push('pause', 'stop');
     if (enrollment.status === 'paused') actions.push('resume', 'stop');
     if (enrollment.status !== 'opted_out') actions.push('do_not_contact');
     return actions;
 }
 const ACTION_LABELS = {
+    curate: 'Curate next step',
     pause: 'Pause',
     resume: 'Resume',
     stop: 'Stop',
     do_not_contact: 'Mark do-not-contact'
 };
+/** Whether the step the enrollment is on goes out as this person's own copy (AGL-3324). */ export function outreachStepIsCurated(enrollment) {
+    var _enrollment_stepOverrides;
+    return Boolean((_enrollment_stepOverrides = enrollment.stepOverrides) == null ? void 0 : _enrollment_stepOverrides[String(enrollment.stepIndex)]);
+}
 /** What the snackbar says once an action lands. */ const DONE_LABELS = {
     pause: 'Paused.',
     resume: 'Resumed.',
@@ -177,7 +185,29 @@ const ENROLLMENT_FILTER_OPTIONS = {
             field: 'step',
             headerName: 'Current step',
             flex: 1,
-            minWidth: 170
+            minWidth: 170,
+            renderCell: ({ row })=>/*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 0.75,
+                    sx: {
+                        alignItems: 'center',
+                        height: '100%',
+                        minWidth: 0
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            noWrap: true,
+                            children: row.step
+                        }),
+                        outreachStepIsCurated(row.enrollment) ? /*#__PURE__*/ _jsx(Chip, {
+                            size: "small",
+                            variant: "outlined",
+                            color: "success",
+                            label: "Curated"
+                        }) : null
+                    ]
+                })
         },
         {
             field: 'nextSend',
@@ -254,6 +284,7 @@ const ENROLLMENT_FILTER_OPTIONS = {
     const [confirming, setConfirming] = useState(null);
     const [detail, setDetail] = useState('');
     const [busy, setBusy] = useState(null);
+    const [curating, setCurating] = useState(null);
     const [page, setPage] = useState(0);
     const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT);
     const gridFilter = useListGridFilter({
@@ -311,7 +342,9 @@ const ENROLLMENT_FILTER_OPTIONS = {
         }
     };
     const choose = (enrollment, action)=>{
-        if (CONFIRM[action]) {
+        if (action === 'curate') {
+            setCurating(enrollment);
+        } else if (CONFIRM[action]) {
             setDetail('');
             setConfirming({
                 enrollment,
@@ -342,7 +375,7 @@ const ENROLLMENT_FILTER_OPTIONS = {
     }
     const rowActions = (enrollment)=>/*#__PURE__*/ _jsx(ListRowActions, {
             label: enrollment.contactName || enrollment.email,
-            items: actionsFor(enrollment).map((action)=>({
+            items: actionsFor(enrollment, steps).map((action)=>({
                     key: action,
                     label: ACTION_LABELS[action],
                     onClick: ()=>choose(enrollment, action),
@@ -437,10 +470,25 @@ const ENROLLMENT_FILTER_OPTIONS = {
                                             rowActions(enrollment)
                                         ]
                                     }),
-                                    /*#__PURE__*/ _jsx(Typography, {
-                                        variant: "body2",
-                                        color: "text.secondary",
-                                        children: outreachCurrentStepLabel(enrollment, steps)
+                                    /*#__PURE__*/ _jsxs(Stack, {
+                                        direction: "row",
+                                        spacing: 0.75,
+                                        sx: {
+                                            alignItems: 'center'
+                                        },
+                                        children: [
+                                            /*#__PURE__*/ _jsx(Typography, {
+                                                variant: "body2",
+                                                color: "text.secondary",
+                                                children: outreachCurrentStepLabel(enrollment, steps)
+                                            }),
+                                            outreachStepIsCurated(enrollment) ? /*#__PURE__*/ _jsx(Chip, {
+                                                size: "small",
+                                                variant: "outlined",
+                                                color: "success",
+                                                label: "Curated"
+                                            }) : null
+                                        ]
                                     }),
                                     /*#__PURE__*/ _jsx(Typography, {
                                         variant: "body2",
@@ -500,6 +548,12 @@ const ENROLLMENT_FILTER_OPTIONS = {
                 onPageChange: turnTo,
                 onPageSizeChange: setPageSize
             }),
+            /*#__PURE__*/ _jsx(OutreachCurateStepDialog, {
+                enrollment: curating,
+                steps: steps,
+                api: api,
+                onClose: ()=>setCurating(null)
+            }),
             /*#__PURE__*/ _jsx(Dialog, {
                 open: Boolean(confirming),
                 onClose: ()=>setConfirming(null),