@aglyn/plugins-outreach 1.0.0-beta.200 → 1.0.0-beta.202

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-outreach",
-  "version": "1.0.0-beta.200",
+  "version": "1.0.0-beta.202",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.200",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.200",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.200",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.200",
-    "@aglyn/shared-ui-next": "1.0.0-beta.200",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.200",
-    "@aglyn/shared-util-email": "1.0.0-beta.200",
-    "@aglyn/shared-util-http": "1.0.0-beta.200",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.200",
-    "@aglyn/shared-util-tools": "1.0.0-beta.200",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.200",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.200",
-    "@aglyn/tenant-runtime": "1.0.0-beta.200",
+    "@aglyn/aglyn": "1.0.0-beta.202",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.202",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.202",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.202",
+    "@aglyn/shared-ui-next": "1.0.0-beta.202",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.202",
+    "@aglyn/shared-util-email": "1.0.0-beta.202",
+    "@aglyn/shared-util-http": "1.0.0-beta.202",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.202",
+    "@aglyn/shared-util-tools": "1.0.0-beta.202",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.202",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.202",
+    "@aglyn/tenant-runtime": "1.0.0-beta.202",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/components/enrollment-actions.d.ts

@@ -0,0 +1,33 @@
+import type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component';
+import { type ReactNode } from 'react';
+import type { OutreachEnrollmentAction } from '../model/outreach-api';
+import type { OutreachEnrollment, OutreachSequenceStep } from '../model/outreach.types';
+import type { OutreachApi } from './use-outreach-api';
+/**
+ * WHAT A MEMBER CAN DO TO ONE ENROLLMENT (AGL-2980, AGL-3324), in one place
+ * for the two places it is offered: a row's menu on the Enrollments tab, and
+ * the header of the person's own page (AGL-3332). The same actions, the same
+ * words, the same two confirmations — a Stop that asked first in one place
+ * and not in the other would be two products.
+ */
+/** The four the action route takes, and curating the next step (AGL-3324). */
+export type OutreachEnrollmentRowAction = OutreachEnrollmentAction | 'curate';
+/** What a member may do to an enrollment in the status it is in. */
+export declare function outreachEnrollmentActionsFor(enrollment: OutreachEnrollment, steps: readonly OutreachSequenceStep[]): OutreachEnrollmentRowAction[];
+export declare const OUTREACH_ENROLLMENT_ACTION_LABELS: Record<OutreachEnrollmentRowAction, string>;
+/** The two actions that end something for good. */
+export declare const OUTREACH_DESTRUCTIVE_ENROLLMENT_ACTIONS: readonly OutreachEnrollmentRowAction[];
+export interface OutreachEnrollmentActions {
+    /** The enrollment an action is running on, if any. */
+    busy: string | null;
+    /** Runs one action: straight away, after its confirmation, or in the curate dialog. */
+    choose(enrollment: OutreachEnrollment, action: OutreachEnrollmentRowAction): void;
+    /** The actions as menu items, the destructive ones marked. */
+    menuItems(enrollment: OutreachEnrollment, only?: (action: OutreachEnrollmentRowAction) => boolean): RowActionsMenuItem[];
+    /** The confirmation and the curate dialog, rendered once wherever the actions are offered. */
+    dialogs: ReactNode;
+}
+export declare function useOutreachEnrollmentActions(input: {
+    api: OutreachApi;
+    steps: readonly OutreachSequenceStep[];
+}): OutreachEnrollmentActions;

package/src/lib/components/enrollment-actions.js

@@ -0,0 +1,174 @@
+/**
+ * @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 { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, Stack, TextField } from "@mui/material";
+import { useState } from "react";
+import { OutreachCurateStepDialog, outreachNextEmailStepIndex } from "./curate-step-dialog.js";
+/** What a member may do to an enrollment in the status it is in. */ export function outreachEnrollmentActionsFor(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;
+}
+export const OUTREACH_ENROLLMENT_ACTION_LABELS = {
+    curate: 'Curate next step',
+    pause: 'Pause',
+    resume: 'Resume',
+    stop: 'Stop',
+    do_not_contact: 'Mark do-not-contact'
+};
+/** The two actions that end something for good. */ export const OUTREACH_DESTRUCTIVE_ENROLLMENT_ACTIONS = [
+    'stop',
+    'do_not_contact'
+];
+/** What the snackbar says once an action lands. */ const DONE_LABELS = {
+    pause: 'Paused.',
+    resume: 'Resumed.',
+    stop: 'Stopped.'
+};
+/** The two actions that end something for good ask first. */ const CONFIRM = {
+    stop: {
+        title: 'Stop this enrollment?',
+        body: 'They won’t get any more steps from this sequence, and they can’t be enrolled in it again.',
+        label: 'Stop'
+    },
+    do_not_contact: {
+        title: 'Mark do-not-contact?',
+        body: 'The address goes on your organization’s do-not-contact list, which every sequence checks before ' + 'every send, and they are stopped in every sequence they are in.',
+        label: 'Mark do-not-contact'
+    }
+};
+export function useOutreachEnrollmentActions(input) {
+    var _CONFIRM_confirming_action, _CONFIRM_confirming_action1, _CONFIRM_confirming_action2;
+    const { api, steps } = input;
+    const { enqueueSnackbar } = useSnackbar();
+    const [confirming, setConfirming] = useState(null);
+    const [detail, setDetail] = useState('');
+    const [busy, setBusy] = useState(null);
+    const [curating, setCurating] = useState(null);
+    const act = async (enrollment, action, why)=>{
+        setBusy(enrollment.id);
+        try {
+            const answer = await api.actOnEnrollment(enrollment.id, action, why);
+            const others = answer.stoppedOthers;
+            enqueueSnackbar(action === 'do_not_contact' ? `Marked do-not-contact${others ? `, and stopped in ${others} other ${others === 1 ? 'sequence' : 'sequences'}` : ''}.` : answer.changed ? DONE_LABELS[action] : 'Nothing to change.', {
+                variant: 'success'
+            });
+        } catch (error) {
+            enqueueSnackbar(error.message, {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setBusy(null);
+        }
+    };
+    const choose = (enrollment, action)=>{
+        if (action === 'curate') {
+            setCurating(enrollment);
+        } else if (CONFIRM[action]) {
+            setDetail('');
+            setConfirming({
+                enrollment,
+                action
+            });
+        } else {
+            void act(enrollment, action);
+        }
+    };
+    const menuItems = (enrollment, only)=>outreachEnrollmentActionsFor(enrollment, steps).filter((action)=>!only || only(action)).map((action)=>({
+                key: action,
+                label: OUTREACH_ENROLLMENT_ACTION_LABELS[action],
+                onClick: ()=>choose(enrollment, action),
+                destructive: OUTREACH_DESTRUCTIVE_ENROLLMENT_ACTIONS.includes(action),
+                disabled: busy === enrollment.id
+            }));
+    const dialogs = /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsx(OutreachCurateStepDialog, {
+                enrollment: curating,
+                steps: steps,
+                api: api,
+                onClose: ()=>setCurating(null)
+            }),
+            /*#__PURE__*/ _jsx(Dialog, {
+                open: Boolean(confirming),
+                onClose: ()=>setConfirming(null),
+                fullWidth: true,
+                maxWidth: "xs",
+                children: confirming ? /*#__PURE__*/ _jsxs(_Fragment, {
+                    children: [
+                        /*#__PURE__*/ _jsx(DialogTitle, {
+                            children: (_CONFIRM_confirming_action = CONFIRM[confirming.action]) == null ? void 0 : _CONFIRM_confirming_action.title
+                        }),
+                        /*#__PURE__*/ _jsx(DialogContent, {
+                            children: /*#__PURE__*/ _jsxs(Stack, {
+                                spacing: 2,
+                                children: [
+                                    /*#__PURE__*/ _jsx(DialogContentText, {
+                                        children: (_CONFIRM_confirming_action1 = CONFIRM[confirming.action]) == null ? void 0 : _CONFIRM_confirming_action1.body
+                                    }),
+                                    /*#__PURE__*/ _jsx(TextField, {
+                                        label: "Why (optional)",
+                                        value: detail,
+                                        onChange: (event)=>setDetail(event.target.value),
+                                        fullWidth: true,
+                                        slotProps: {
+                                            htmlInput: {
+                                                maxLength: 200
+                                            }
+                                        }
+                                    })
+                                ]
+                            })
+                        }),
+                        /*#__PURE__*/ _jsxs(DialogActions, {
+                            children: [
+                                /*#__PURE__*/ _jsx(Button, {
+                                    onClick: ()=>setConfirming(null),
+                                    children: "Cancel"
+                                }),
+                                /*#__PURE__*/ _jsx(Button, {
+                                    color: "error",
+                                    variant: "contained",
+                                    onClick: ()=>{
+                                        const { enrollment, action } = confirming;
+                                        setConfirming(null);
+                                        void act(enrollment, action, detail.trim() || undefined);
+                                    },
+                                    children: (_CONFIRM_confirming_action2 = CONFIRM[confirming.action]) == null ? void 0 : _CONFIRM_confirming_action2.label
+                                })
+                            ]
+                        })
+                    ]
+                }) : null
+            })
+        ]
+    });
+    return {
+        busy,
+        choose,
+        menuItems,
+        dialogs
+    };
+}
+
+//# sourceMappingURL=enrollment-actions.js.map

package/src/lib/components/enrollment-actions.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/enrollment-actions.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 type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport { type ReactNode, useState } from 'react'\nimport type { OutreachEnrollmentAction } from '../model/outreach-api'\nimport type { OutreachEnrollment, OutreachSequenceStep } from '../model/outreach.types'\nimport { OutreachCurateStepDialog, outreachNextEmailStepIndex } from './curate-step-dialog'\nimport type { OutreachApi } from './use-outreach-api'\n\n/**\n * WHAT A MEMBER CAN DO TO ONE ENROLLMENT (AGL-2980, AGL-3324), in one place\n * for the two places it is offered: a row's menu on the Enrollments tab, and\n * the header of the person's own page (AGL-3332). The same actions, the same\n * words, the same two confirmations — a Stop that asked first in one place\n * and not in the other would be two products.\n */\n\n/** The four the action route takes, and curating the next step (AGL-3324). */\nexport type OutreachEnrollmentRowAction = OutreachEnrollmentAction | 'curate'\n\n/** What a member may do to an enrollment in the status it is in. */\nexport function outreachEnrollmentActionsFor(\n  enrollment: OutreachEnrollment,\n  steps: readonly OutreachSequenceStep[],\n): OutreachEnrollmentRowAction[] {\n  const actions: OutreachEnrollmentRowAction[] = []\n  // Rewrite the next email for this one person, while one is still to go.\n  if (outreachNextEmailStepIndex(enrollment, steps) !== null) actions.push('curate')\n  if (enrollment.status === 'active') actions.push('pause', 'stop')\n  if (enrollment.status === 'paused') actions.push('resume', 'stop')\n  if (enrollment.status !== 'opted_out') actions.push('do_not_contact')\n  return actions\n}\n\nexport const OUTREACH_ENROLLMENT_ACTION_LABELS: Record<OutreachEnrollmentRowAction, string> = {\n  curate: 'Curate next step',\n  pause: 'Pause',\n  resume: 'Resume',\n  stop: 'Stop',\n  do_not_contact: 'Mark do-not-contact',\n}\n\n/** The two actions that end something for good. */\nexport const OUTREACH_DESTRUCTIVE_ENROLLMENT_ACTIONS: readonly OutreachEnrollmentRowAction[] = [\n  'stop',\n  'do_not_contact',\n]\n\n/** What the snackbar says once an action lands. */\nconst DONE_LABELS: Record<Exclude<OutreachEnrollmentAction, 'do_not_contact'>, string> = {\n  pause: 'Paused.',\n  resume: 'Resumed.',\n  stop: 'Stopped.',\n}\n\n/** The two actions that end something for good ask first. */\nconst CONFIRM: Partial<Record<OutreachEnrollmentAction, { title: string; body: string; label: string }>> = {\n  stop: {\n    title: 'Stop this enrollment?',\n    body: 'They won’t get any more steps from this sequence, and they can’t be enrolled in it again.',\n    label: 'Stop',\n  },\n  do_not_contact: {\n    title: 'Mark do-not-contact?',\n    body:\n      'The address goes on your organization’s do-not-contact list, which every sequence checks before ' +\n      'every send, and they are stopped in every sequence they are in.',\n    label: 'Mark do-not-contact',\n  },\n}\n\nexport interface OutreachEnrollmentActions {\n  /** The enrollment an action is running on, if any. */\n  busy: string | null\n  /** Runs one action: straight away, after its confirmation, or in the curate dialog. */\n  choose(enrollment: OutreachEnrollment, action: OutreachEnrollmentRowAction): void\n  /** The actions as menu items, the destructive ones marked. */\n  menuItems(\n    enrollment: OutreachEnrollment,\n    only?: (action: OutreachEnrollmentRowAction) => boolean,\n  ): RowActionsMenuItem[]\n  /** The confirmation and the curate dialog, rendered once wherever the actions are offered. */\n  dialogs: ReactNode\n}\n\nexport function useOutreachEnrollmentActions(input: {\n  api: OutreachApi\n  steps: readonly OutreachSequenceStep[]\n}): OutreachEnrollmentActions {\n  const { api, steps } = input\n  const { enqueueSnackbar } = useSnackbar()\n  const [confirming, setConfirming] = useState<{\n    enrollment: OutreachEnrollment\n    action: OutreachEnrollmentAction\n  } | null>(null)\n  const [detail, setDetail] = useState('')\n  const [busy, setBusy] = useState<string | null>(null)\n  const [curating, setCurating] = useState<OutreachEnrollment | null>(null)\n\n  const act = async (enrollment: OutreachEnrollment, action: OutreachEnrollmentAction, why?: string) => {\n    setBusy(enrollment.id)\n    try {\n      const answer = await api.actOnEnrollment(enrollment.id, action, why)\n      const others = answer.stoppedOthers\n      enqueueSnackbar(\n        action === 'do_not_contact'\n          ? `Marked do-not-contact${others ? `, and stopped in ${others} other ${others === 1 ? 'sequence' : 'sequences'}` : ''}.`\n          : answer.changed\n            ? DONE_LABELS[action]\n            : 'Nothing to change.',\n        { variant: 'success' },\n      )\n    } catch (error) {\n      enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n    } finally {\n      setBusy(null)\n    }\n  }\n\n  const choose = (enrollment: OutreachEnrollment, action: OutreachEnrollmentRowAction) => {\n    if (action === 'curate') {\n      setCurating(enrollment)\n    } else if (CONFIRM[action]) {\n      setDetail('')\n      setConfirming({ enrollment, action })\n    } else {\n      void act(enrollment, action)\n    }\n  }\n\n  const menuItems = (\n    enrollment: OutreachEnrollment,\n    only?: (action: OutreachEnrollmentRowAction) => boolean,\n  ): RowActionsMenuItem[] =>\n    outreachEnrollmentActionsFor(enrollment, steps)\n      .filter((action) => !only || only(action))\n      .map((action) => ({\n        key: action,\n        label: OUTREACH_ENROLLMENT_ACTION_LABELS[action],\n        onClick: () => choose(enrollment, action),\n        destructive: OUTREACH_DESTRUCTIVE_ENROLLMENT_ACTIONS.includes(action),\n        disabled: busy === enrollment.id,\n      }))\n\n  const dialogs = (\n    <>\n      <OutreachCurateStepDialog enrollment={curating} steps={steps} api={api} onClose={() => setCurating(null)} />\n      <Dialog open={Boolean(confirming)} onClose={() => setConfirming(null)} fullWidth maxWidth=\"xs\">\n        {confirming ? (\n          <>\n            <DialogTitle>{CONFIRM[confirming.action]?.title}</DialogTitle>\n            <DialogContent>\n              <Stack spacing={2}>\n                <DialogContentText>{CONFIRM[confirming.action]?.body}</DialogContentText>\n                <TextField\n                  label=\"Why (optional)\"\n                  value={detail}\n                  onChange={(event) => setDetail(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n              </Stack>\n            </DialogContent>\n            <DialogActions>\n              <Button onClick={() => setConfirming(null)}>Cancel</Button>\n              <Button\n                color=\"error\"\n                variant=\"contained\"\n                onClick={() => {\n                  const { enrollment, action } = confirming\n                  setConfirming(null)\n                  void act(enrollment, action, detail.trim() || undefined)\n                }}\n              >\n                {CONFIRM[confirming.action]?.label}\n              </Button>\n            </DialogActions>\n          </>\n        ) : null}\n      </Dialog>\n    </>\n  )\n\n  return { busy, choose, menuItems, dialogs 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package/src/lib/components/enrollment-detail.d.ts

@@ -0,0 +1,21 @@
+import { type ConsolePluginOrgMount } from '@aglyn/aglyn';
+import type { OutreachMailboxesResult } from './use-outreach-mailboxes';
+export interface OutreachEnrollmentDetailProps {
+    orgId: string;
+    /** The org the hub is mounted under: its slug and sites, for the CRM record's address. */
+    orgMount?: ConsolePluginOrgMount;
+    /** `/[orgSlug]/outreach/sequences`. */
+    sectionPath: string;
+    sequenceId: string;
+    enrollmentId: string;
+    mailboxes: OutreachMailboxesResult;
+}
+/** Where the CRM record the person is lives — the site's own CRM when the site is known. */
+export declare function outreachCrmRecordHref(kind: 'lead' | 'contact', id: string | null | undefined, hostId: string, orgMount: Pick<ConsolePluginOrgMount, 'orgSlug' | 'hosts'> | undefined): string | null;
+/** A Gmail thread, opened in the mailbox's own account. */
+export declare function outreachGmailThreadUrl(threadId: string, mailboxEmail: string | null | undefined): string;
+export declare function OutreachEnrollmentDetail(props: OutreachEnrollmentDetailProps): import("react").JSX.Element;
+export declare namespace OutreachEnrollmentDetail {
+    var displayName: string;
+}
+export default OutreachEnrollmentDetail;