@sellable/mcp 0.1.151 → 0.1.153

package/dist/tools/leads.js

@@ -29,29 +29,30 @@ const defaultSignalDiscoveryConfig = {
 };
 const defaultCampaignSourceDefaults = {
     reviewBatch: {
-        defaultSize: 25,
-        minProjectedPass: 5,
+        defaultSize: 15,
+        minProjectedPass: 1,
     },
     planning: {
         minFitRate: 0.1,
     },
     providers: {
         "signal-discovery": {
-            targetGoodFitLeads: 150,
-            defaultFitRate: 0.15,
+            targetGoodFitLeads: 300,
+            defaultFitRate: 0.2,
             maxSourceCandidates: 2500,
             postCoverageBuffer: 1.2,
         },
         "sales-nav": {
-            targetGoodFitLeads: 150,
+            targetGoodFitLeads: 300,
             maxSourceCandidates: 2500,
         },
         prospeo: {
-            targetGoodFitLeads: 150,
+            targetGoodFitLeads: 300,
             maxSourceCandidates: 2500,
         },
     },
 };
+const defaultProviderSourceListTarget = 1000;
 const prospeoFilterValueSchema = {
     type: "object",
     description: "Include/exclude list filter (values must match Prospeo enums)",
@@ -517,7 +518,7 @@ function buildSourceImportWatchNarration({ provider, selectedPostCount, estimate
             : ""}`
         : `the approved ${providerLabel} source`;
     const targetDetail = typeof targetLeadCount === "number"
-        ? ` Targeting ${targetLeadCount.toLocaleString("en-US")} source leads before the bounded review batch is cloned.`
+        ? ` Targeting ${targetLeadCount.toLocaleString("en-US")} source leads before the first review sample is processed.`
         : "";
     return {
         stage: "find-leads",
@@ -525,9 +526,9 @@ function buildSourceImportWatchNarration({ provider, selectedPostCount, estimate
             ? "Scraping source leads from posts"
             : "Importing source leads",
         visibleState: `The browser is showing ${providerLabel} import progress for ${sourceDetail}.${targetDetail}`,
-        agentIntent: "Codex is materializing the approved source into a lead list before cloning only the bounded review batch into the campaign.",
-        nextAction: "Wait for source leads, then import the bounded review batch",
-        safety: "This step materializes the source list; only the bounded review batch is cloned into the campaign afterward.",
+        agentIntent: "Codex is materializing the approved source into a lead list before copying the confirmed list into the campaign.",
+        nextAction: "Wait for source leads, then confirm the list and review the first sample",
+        safety: "This step materializes the source list; the first review sample is processed only after the later filter and message approvals.",
         progressLabel: "Source scouting",
     };
 }
@@ -551,8 +552,8 @@ function buildSourceImportRecoveryWatchNarration(args) {
         headline: args.reason === "failed" || args.reason === "zero"
             ? "Source import needs attention"
             : "Source import still running",
-        visibleState: `${reasonCopy} The browser should stay on the lead import/review-batch screen.`,
-        agentIntent: "Codex is holding the campaign before filter-choice until a non-empty bounded review batch exists.",
+        visibleState: `${reasonCopy} The browser should stay on the source-list import screen.`,
+        agentIntent: "Codex is holding the campaign before filter-choice until confirmed source rows exist in the campaign table.",
         nextAction: args.reason === "failed" || args.reason === "zero"
             ? "Retry the import or change the approved source"
             : "Wait again, retry readiness, or change the source",
@@ -666,8 +667,8 @@ function buildFilterChoiceWatchNarration({ sourceLeadCount, reviewRowCount, samp
         ? ` from ${sourceLeadCount.toLocaleString("en-US")} source candidate${sourceLeadCount === 1 ? "" : "s"}`
         : "";
     const reviewCopy = typeof reviewRowCount === "number" && reviewRowCount > 0
-        ? `${reviewRowCount.toLocaleString("en-US")} review lead${reviewRowCount === 1 ? " is" : "s are"} in the campaign table${sourceCopy}.`
-        : `The bounded review batch is in the campaign table${sourceCopy}.`;
+        ? `${reviewRowCount.toLocaleString("en-US")} review/process lead${reviewRowCount === 1 ? " is" : "s are"} in the campaign table${sourceCopy}.`
+        : `The review/process sample is in the campaign table${sourceCopy}.`;
     const assessment = analyzeFilterChoiceSample(sampleRows);
     const fitCount = assessment.strongFitCount + assessment.adjacentCount;
     const cleanupCount = assessment.riskCount + assessment.unknownCount;
@@ -734,7 +735,7 @@ function buildSelectedPostApprovalWatchNarration(selectedPostCount) {
         stage: "find-leads",
         headline: "Approve selected-post scrape",
         visibleState: `${selectedPostCount.toLocaleString("en-US")} LinkedIn post${selectedPostCount === 1 ? "" : "s"} selected in Signal Discovery.`,
-        agentIntent: "Codex is asking before scraping this selected engager pool into a source list and cloning only the bounded review batch into the campaign.",
+        agentIntent: "Codex is asking before scraping this selected engager pool into a source list.",
         nextAction: `Approve scraping ${selectedPostCount.toLocaleString("en-US")} Signal Discovery post${selectedPostCount === 1 ? "" : "s"}`,
         safety: "Scrape approval is the next gate.",
     };
@@ -761,10 +762,11 @@ function buildSignalDiscoverySourceRecommendation({ selectedPosts, }) {
 
 Use Signal Discovery first.
 
-**Good-fit target:** ~${targetGoodFitLeads.toLocaleString("en-US")} prospects after cleanup, enrichment, and filters<br>
-**Source-candidate plan:** scrape ~${sourceCandidateTarget.toLocaleString("en-US")} raw engagers using a conservative ${Math.round(defaultFitRate * 100)}% fit-rate assumption<br>
+**Goal:** ~${targetGoodFitLeads.toLocaleString("en-US")} good-fit prospects after cleanup, enrichment, and filters<br>
+**Working assumption:** ~${Math.round(defaultFitRate * 100)}% of raw post engagers become good-fit prospects<br>
+**Engagers needed:** ~${sourceCandidateTarget.toLocaleString("en-US")} raw engagers<br>
 **Planning floor:** continue with Signal Discovery only when sampled/projected fit is at least ${Math.round(minPlanningFitRate * 100)}% after cleanup; below that, switch to Sales Nav recent activity<br>
-**Review checkpoint:** import the first ${reviewBatchSize.toLocaleString("en-US")} leads into the campaign for fit and message review before scaling
+**Review checkpoint:** copy the confirmed source list into the campaign, then process the first ${reviewBatchSize.toLocaleString("en-US")} leads for fit and message review before scaling
 
 ### Selected posts
 
@@ -779,9 +781,9 @@ ${tableRows || "| Selected posts | Campaign-matched public engagement | - |"}
 
 Approve scraping these ${selectedCount} posts.
 
-This gives enough volume to work toward ~${targetGoodFitLeads.toLocaleString("en-US")} good-fit prospects while keeping the source tied to people already engaging with the campaign's strongest public buying signals.
+This gives enough volume to target ~${targetGoodFitLeads.toLocaleString("en-US")} good-fit prospects after cleanup, while keeping the source tied to people already engaging with the campaign's strongest public buying signals.
 
-**First pass:** build the source list, then import only the ${reviewBatchSize.toLocaleString("en-US")}-lead review batch so we can inspect fit and messages before scaling.
+**First pass:** build the source list, copy it into the campaign, then process only the first ${reviewBatchSize.toLocaleString("en-US")} leads so we can inspect quality before scaling.
 
 **Fallback:** if the sampled/projected fit rate is below ${Math.round(minPlanningFitRate * 100)}%, or if the review batch is too vendor-heavy, agency-heavy, or off-ICP, switch to Sales Nav recent activity.
 
@@ -1324,7 +1326,7 @@ export const leadToolDefinitions = [
     },
     {
         name: "import_leads",
-        description: "Create/select a source lead list and start the provider import/export job. Requires provider prompt preflight via get_provider_prompt for the active provider. For Sales Nav/Prospeo, targetLeadCount is the approved source-list export count computed from projected good-fit math, not the later bounded review-batch size. On success, this tool owns moving the watched campaign to confirm-lead-list with import/progress narration after a leadListId/jobId exists; do not call update_campaign to fix that step. After the user confirms the source list, call confirm_lead_list to clone only the bounded review batch into the campaign table.",
+        description: "Create/select a source lead list and start the provider import/export job. Requires provider prompt preflight via get_provider_prompt for the active provider. For Sales Nav/Prospeo, targetLeadCount is the approved source-list export count computed from projected good-fit math, not the later 15-row review/process sample size. On success, this tool owns moving the watched campaign to confirm-lead-list with import/progress narration after a leadListId/jobId exists; do not call update_campaign to fix that step. After the user confirms the source list, call confirm_lead_list to copy the confirmed source rows into the campaign table and use only the first review/process sample for the initial flow.",
         inputSchema: {
             type: "object",
             properties: {
@@ -1351,7 +1353,7 @@ export const leadToolDefinitions = [
                 },
                 targetLeadCount: {
                     type: "number",
-                    description: "Provider source-list target count (max per provider from config). For Sales Nav/Prospeo this should be the export/materialization count needed to hit projected good-fit goals, not the 25-row review-batch size.",
+                    description: "Provider source-list target count (max per provider from config). For Sales Nav/Prospeo this should be the export/materialization count needed to hit projected good-fit goals, not the 15-row review/process sample size.",
                 },
                 mode: {
                     type: "string",
@@ -1373,7 +1375,7 @@ export const leadToolDefinitions = [
                 },
                 targetEngagerCount: {
                     type: "number",
-                    description: "Signal Discovery: target number of post engagers/source candidates to scrape. Compute from source target good-fit leads / sampled fit rate; e.g. 150 good fits at 15% fit requires about 1000 engagers. If the sampled/projected fit rate is below the 10% planning floor after cleanup, switch to the next provider instead of scaling noisy engagers. Limits selected posts before starting scrape.",
+                    description: "Signal Discovery: target number of post engagers/source candidates to scrape. Default planning target is about 300 good fits at a 20% raw-engager fit assumption, or about 1500 engagers. If the sampled/projected fit rate is below the 10% planning floor after cleanup, switch to the next provider instead of scaling noisy engagers. Limits selected posts before starting scrape.",
                 },
                 maxPostsToScrape: {
                     type: "number",
@@ -1417,7 +1419,7 @@ export const leadToolDefinitions = [
     },
     {
         name: "confirm_lead_list",
-        description: "After the user confirms the lead list looks good, import the bounded review batch into the campaign table. This tool owns moving the watched campaign to filter-choice with sample-assessment narration only after non-empty review rows exist; do not call update_campaign to fix filter-choice afterward. selectedLeadListId remains the source lead list; workflowTableId is the campaign table.",
+        description: "After the user confirms the lead list looks good, copy the confirmed source list into the campaign table and mark the first review/process sample for the flow. This tool owns moving the watched campaign to filter-choice with sample-assessment narration only after non-empty campaign rows exist; do not call update_campaign to fix filter-choice afterward. selectedLeadListId remains the source lead list; workflowTableId is the campaign table.",
         inputSchema: {
             type: "object",
             properties: {
@@ -1447,7 +1449,11 @@ export const leadToolDefinitions = [
                 },
                 targetLeadCount: {
                     type: "number",
-                    description: "Target lead count requested. Also caps the campaign-table clone for bounded review batches.",
+                    description: "Deprecated alias for reviewBatchLimit. Does not cap the campaign-table clone; confirmed source rows are copied into the campaign table.",
+                },
+                reviewBatchLimit: {
+                    type: "number",
+                    description: "Number of campaign rows to use as the initial review/process sample. Defaults to 15.",
                 },
                 confirmed: {
                     type: "boolean",
@@ -2399,12 +2405,17 @@ export async function importLeads(input) {
     const maxImportCount = getMaxImportCount(provider);
     const normalizedTargetLeadCount = normalizeTargetLeadCount(targetLeadCount, maxImportCount);
     const requestedLeadCount = normalizedTargetLeadCount ??
-        (provider === "sales-nav" || provider === "prospeo" ? 100 : undefined);
+        (provider === "sales-nav" || provider === "prospeo"
+            ? defaultProviderSourceListTarget
+            : undefined);
     const cappedTargetLeadCount = requestedLeadCount !== undefined
         ? Math.min(requestedLeadCount, maxImportCount)
         : undefined;
     // === SIGNAL DISCOVERY FLOW ===
     if (provider === "signal-discovery") {
+        const defaultSignalTargetEngagers = getSignalDiscoverySourcePlanDefaults().sourceCandidateTarget;
+        const effectiveTargetEngagerCount = normalizePositiveInteger(targetEngagerCount) ??
+            defaultSignalTargetEngagers;
         // Get selected posts from the campaign's signal search tabs
         // Note: API returns flat fields (postUrl, postContent, authorName, etc.)
         const tabsResponse = await api.get(`/api/v3/campaigns/${campaignOfferId}/signal-discovery/tabs`);
@@ -2449,7 +2460,7 @@ export async function importLeads(input) {
         }
         const uniqueSelectedPosts = Array.from(uniqueByUrl.values());
         const importSelection = selectSignalPostsForImport(uniqueSelectedPosts, {
-            targetEngagerCount,
+            targetEngagerCount: effectiveTargetEngagerCount,
             maxPostsToScrape,
         });
         const postsToScrape = importSelection.posts;
@@ -2485,8 +2496,7 @@ export async function importLeads(input) {
                         provider: "signal-discovery",
                         selectedPostCount: postsToScrape.length,
                         estimatedEngagers: result.estimatedEngagers,
-                        targetLeadCount: normalizePositiveInteger(targetEngagerCount) ??
-                            result.estimatedEngagers,
+                        targetLeadCount: effectiveTargetEngagerCount,
                     }),
                 }
                 : {}),
@@ -2498,7 +2508,7 @@ export async function importLeads(input) {
             estimatedEngagers: result.estimatedEngagers,
             selectedPostCount: postsToScrape.length,
             availableSelectedPostCount: uniqueSelectedPosts.length,
-            targetEngagerCount: normalizePositiveInteger(targetEngagerCount) ?? null,
+            targetEngagerCount: effectiveTargetEngagerCount,
             maxPostsToScrape: normalizePositiveInteger(maxPostsToScrape) ?? null,
             limitedSelectedPosts: importSelection.limited,
             targetLeadCount: cappedTargetLeadCount ?? null,
@@ -2540,7 +2550,7 @@ export async function importLeads(input) {
                     searchId,
                     workflowTableId: leadListId,
                     campaignOfferId,
-                    targetLeadCount: cappedTargetLeadCount ?? 100,
+                    targetLeadCount: cappedTargetLeadCount ?? defaultProviderSourceListTarget,
                     ...(normalizedMode ? { mode: normalizedMode } : {}),
                 });
             }
@@ -2548,7 +2558,7 @@ export async function importLeads(input) {
                 return api.post(`/api/v3/lead-lists/${leadListId}/prospeo-import/start`, {
                     searchId,
                     campaignOfferId,
-                    targetLeadCount: cappedTargetLeadCount,
+                    targetLeadCount: cappedTargetLeadCount ?? defaultProviderSourceListTarget,
                     ...(normalizedMode ? { mode: normalizedMode } : {}),
                 });
             }
@@ -2664,7 +2674,7 @@ export async function cancelLeadImport(input) {
 }
 export async function confirmLeadList(input) {
     const api = getApi();
-    const { campaignOfferId, currentStep, confirmed, sourceLeadListId, campaignName, keepInSync, jobId, targetLeadCount, } = input;
+    const { campaignOfferId, currentStep, confirmed, sourceLeadListId, campaignName, keepInSync, jobId, reviewBatchLimit, targetLeadCount, } = input;
     assertInteractionApproval({
         campaignId: campaignOfferId,
         action: "confirm-lead-list",
@@ -2731,13 +2741,6 @@ export async function confirmLeadList(input) {
         leadListConfig.targetLeadCount > 0
         ? leadListConfig.targetLeadCount
         : null;
-    if (resolvedProvider === "signal-discovery" &&
-        signalSourceTargetLeadCount !== null &&
-        leadListConfig?.importStatus === "complete" &&
-        leadListRowCount > 0 &&
-        leadListRowCount < signalSourceTargetLeadCount) {
-        throw new Error(`Signal Discovery source list is under capacity: it completed with ${leadListRowCount.toLocaleString("en-US")} source candidates, below the approved ${signalSourceTargetLeadCount.toLocaleString("en-US")} source-candidate target. Do not import the bounded review batch from this source. Select more posts, rerun Signal Discovery, or move to Sales Nav/Prospeo.`);
-    }
     const progressProcessed = typeof importProgress?.processed === "number"
         ? importProgress.processed
         : null;
@@ -2770,12 +2773,17 @@ export async function confirmLeadList(input) {
         };
     }
     else {
+        const readinessTargetLeadCount = typeof leadListConfig?.targetLeadCount === "number" &&
+            Number.isFinite(leadListConfig.targetLeadCount) &&
+            leadListConfig.targetLeadCount > 0
+            ? leadListConfig.targetLeadCount
+            : undefined;
         readiness = await waitForLeadListReady({
             leadListId: resolvedLeadListId,
             campaignOfferId,
             provider: resolvedProvider,
             jobId,
-            targetLeadCount,
+            targetLeadCount: readinessTargetLeadCount,
             timeoutMs: 5000,
             intervalMs: 1000,
         });
@@ -2814,7 +2822,6 @@ export async function confirmLeadList(input) {
         campaignOfferId,
         campaignName,
         keepInSync,
-        ...(typeof targetLeadCount === "number" ? { targetLeadCount } : {}),
         currentStep: null,
     })
         .catch((error) => {
@@ -2824,15 +2831,13 @@ export async function confirmLeadList(input) {
         throw error;
     });
     const campaignTableId = importResult.workflowTableId ?? importResult.campaignTableId;
-    const requestedTargetLeadCount = typeof targetLeadCount === "number" && Number.isFinite(targetLeadCount)
-        ? Math.max(1, Math.floor(targetLeadCount))
-        : null;
+    const defaults = loadCampaignSourceDefaults();
+    const requestedReviewBatchLimit = normalizePositiveInteger(reviewBatchLimit) ??
+        normalizePositiveInteger(targetLeadCount) ??
+        defaults.reviewBatch.defaultSize;
     const importedRowIds = Array.isArray(importResult.rowIds)
         ? importResult.rowIds.filter((rowId) => typeof rowId === "string" && rowId.trim().length > 0)
         : [];
-    const overflowRowIds = campaignTableId && requestedTargetLeadCount !== null
-        ? importedRowIds.slice(requestedTargetLeadCount)
-        : [];
     const importedRowCount = importedRowIds.length > 0
         ? importedRowIds.length
         : typeof importResult.rowCount === "number"
@@ -2843,21 +2848,22 @@ export async function confirmLeadList(input) {
                 : typeof importResult.leadsImported === "number"
                     ? importResult.leadsImported
                     : 0;
-    const keptReviewRowCount = requestedTargetLeadCount !== null
-        ? Math.min(importedRowCount, requestedTargetLeadCount)
-        : importedRowCount;
+    const keptReviewRowCount = Math.min(importedRowCount, requestedReviewBatchLimit);
     const remainingRowCount = typeof importResult.remainingRowCount === "number"
         ? importResult.remainingRowCount
         : 0;
     const importStatus = String(importResult.importStatus ?? "").toLowerCase();
+    const copyStillRunning = importResult.async === true &&
+        (importResult.hybrid === true || remainingRowCount > 0);
     const campaignTableReady = importResult.campaignTableReady === true ||
+        (importResult.hybrid === true && importedRowCount > 0) ||
         (!importResult.async &&
             importStatus !== "pending" &&
             importStatus !== "partial" &&
             remainingRowCount <= 0 &&
             importedRowCount > 0);
     if (!campaignTableReady) {
-        throw new Error("Campaign review rows are still importing. Stay on lead import until the bounded campaign table is ready, then retry confirm_lead_list or wait_for_campaign_table_ready.");
+        throw new Error("Campaign source rows are still copying and no review sample rows are available yet. Stay on lead import until the campaign table has rows, then retry confirm_lead_list or call wait_for_campaign_table_ready.");
     }
     if (importedRowCount <= 0) {
         const recoveryNarration = buildSourceImportRecoveryWatchNarration({
@@ -2866,17 +2872,10 @@ export async function confirmLeadList(input) {
         });
         throw new Error(`${recoveryNarration.headline}: No usable review rows were kept for the campaign table. Retry the import or change the approved source before continuing. ${recoveryNarration.safety}`);
     }
-    if (campaignTableId && overflowRowIds.length > 0) {
-        const deleteBatchSize = 25;
-        for (let index = 0; index < overflowRowIds.length; index += deleteBatchSize) {
-            const batch = overflowRowIds.slice(index, index + deleteBatchSize);
-            await Promise.all(batch.map((rowId) => api.delete(`/api/v3/workflow-tables/${campaignTableId}/rows/${rowId}`)));
-        }
-    }
     let reviewSampleRows = [];
     if (campaignTableId && effectiveCurrentStep === "filter-choice") {
         try {
-            const sampleLimit = Math.min(Math.max(keptReviewRowCount, 1), 25);
+            const sampleLimit = Math.min(Math.max(keptReviewRowCount, 1), requestedReviewBatchLimit);
             const sample = await getTableRowsMinimal(campaignTableId, {
                 limit: sampleLimit,
                 page: 1,
@@ -2924,31 +2923,40 @@ export async function confirmLeadList(input) {
                 workflowTableId: campaignTableId ?? null,
                 reviewBatchRowIds: importedRowIds.slice(0, keptReviewRowCount),
                 reviewBatchRowCount: keptReviewRowCount,
+                copiedCampaignRowCount: importedRowCount,
             },
             branchBasisFields: [
                 "campaign revision or updatedAt",
                 "brief hash",
                 "selectedLeadListId",
                 "workflowTableId",
-                "bounded review-batch row ids/hash",
+                "first review/process sample row ids/hash",
                 "filter choice at branch start",
             ],
             promptRequired: 'Load get_subskill_prompt({ subskillName: "generate-messages", offset, limit }) until hasMore=false before drafting.',
         },
-        boundedReviewBatch: requestedTargetLeadCount !== null
-            ? {
-                requestedTargetLeadCount,
-                importedRowCount: importedRowIds.length,
-                keptRowCount: importedRowIds.length > 0
-                    ? Math.min(importedRowIds.length, requestedTargetLeadCount)
-                    : null,
-                trimmedOverflowRowCount: overflowRowIds.length,
-            }
-            : undefined,
-        message: requestedTargetLeadCount !== null &&
-            leadListRowCount > requestedTargetLeadCount
-            ? `I found ${leadListRowCount} source candidates and imported the first ${Math.min(importedRowCount, requestedTargetLeadCount)} into the campaign review table. The watched campaign is now on filter-choice; ask add filters vs skip filters before loading post-lead workers.`
-            : "Lead list imported into the campaign review table. The watched campaign is now on filter-choice; ask add filters vs skip filters before loading post-lead workers.",
+        boundedReviewBatch: {
+            requestedTargetLeadCount: requestedReviewBatchLimit,
+            requestedReviewBatchLimit,
+            importedRowCount,
+            keptRowCount: keptReviewRowCount,
+            reviewRowCount: keptReviewRowCount,
+            copiedCampaignRowCount: importedRowCount,
+            sourceCandidateRowCount: importResult.sourceRowCount ??
+                importResult.clonedSourceRowCount ??
+                leadListRowCount,
+            remainingCopyRowCount: remainingRowCount,
+            copyStillRunning,
+            trimmedOverflowRowCount: 0,
+            sourceShortfall: signalSourceTargetLeadCount !== null &&
+                leadListRowCount > 0 &&
+                leadListRowCount < signalSourceTargetLeadCount,
+        },
+        message: copyStillRunning
+            ? `First ${importedRowCount.toLocaleString("en-US")} source candidate${importedRowCount === 1 ? "" : "s"} are copied into the campaign table and the rest of the confirmed source list is still copying. Use the first ${keptReviewRowCount.toLocaleString("en-US")} as the review/process sample. The watched campaign is now on filter-choice; ask add filters vs skip filters before loading post-lead workers.`
+            : importedRowCount > keptReviewRowCount
+                ? `Copied ${importedRowCount.toLocaleString("en-US")} source candidate${importedRowCount === 1 ? "" : "s"} into the campaign table. Use the first ${keptReviewRowCount.toLocaleString("en-US")} as the review/process sample. The watched campaign is now on filter-choice; ask add filters vs skip filters before loading post-lead workers.`
+                : `Copied ${importedRowCount.toLocaleString("en-US")} source candidate${importedRowCount === 1 ? "" : "s"} into the campaign table for the review/process sample. The watched campaign is now on filter-choice; ask add filters vs skip filters before loading post-lead workers.`,
     };
 }
 export function getProviderPrompt(input) {
@@ -3058,7 +3066,7 @@ Use Signal Discovery first.
 
 **Recommendation:** approve scraping the ${selectionResult.selectedCount} selected Signal Discovery post${selectionResult.selectedCount === 1 ? "" : "s"}.
 
-**First pass:** build the source list, then import only the ${reviewBatchSize.toLocaleString("en-US")}-lead review batch so we can inspect fit and messages before scaling.
+	**First pass:** build the source list, copy it into the campaign, then process only the first ${reviewBatchSize.toLocaleString("en-US")} leads so we can inspect quality before scaling.
 
 Approval card should say:
 
@@ -3071,7 +3079,7 @@ Approval card should say:
         criteriaCount: selectionResult.criteriaCount,
         message: `${sourceRecommendation}
 
-Selected ${selectionResult.selectedCount} posts with ${selectionResult.criteriaCount} ICP criteria persisted. Ask the user to approve the specific scraping action before calling import_leads; the earlier source-plan approval only authorized search/scouting.`,
+	Selected ${selectionResult.selectedCount} posts with ${selectionResult.criteriaCount} ICP criteria persisted. Ask the user to approve this specific scraping action once; after approval, call import_leads immediately and do not repeat this source card.`,
     };
 }
 export async function setHeadlineICPCriteria(input) {

package/dist/tools/prompts.js

@@ -260,7 +260,7 @@ export function getPostFindLeadsScoutRegistry() {
             "campaignBrief",
             "source decision and selectedLeadList/source state",
             "workflowTableId",
-            "imported review-batch rows from selectedLeadList with row ids/hash",
+            "first review/process sample rows from selectedLeadList with row ids/hash",
             "filter choice and filter/rubric basis when present",
         ],
         scouts: scouts.map((agent) => ({
@@ -297,11 +297,11 @@ export function getPostFindLeadsScoutRegistry() {
             nextStage: "message-review",
         },
         messageDraftBranchContract: {
-            firstAllowedStart: "after confirm_lead_list imports a non-empty bounded review batch and get_rows_minimal confirms rows for workflowTableId",
+            firstAllowedStart: "after confirm_lead_list copies source rows and the first review/process sample exists",
             forbiddenStarts: [
                 "source recommendation",
                 "provider import job alone",
-                "zero-row review batch",
+                "zero-row review/process sample",
             ],
             runtimeProofTransport: "CampaignOffer.watchNarration.workerDetails.messageDraftBuilder",
             runtimeProofRequiredFields: [
@@ -313,7 +313,7 @@ export function getPostFindLeadsScoutRegistry() {
                 "basisToken",
                 "basis.selectedLeadListId",
                 "basis.workflowTableId",
-                "basis.reviewBatchRowHash or basis.reviewBatchRowIds",
+                "basis.reviewSampleRowHash or basis.reviewSampleRowIds",
             ],
             promptRequired: 'get_subskill_prompt({ subskillName: "generate-messages", offset, limit }) until hasMore=false',
             basisFields: [
@@ -321,7 +321,7 @@ export function getPostFindLeadsScoutRegistry() {
                 "brief hash",
                 "selectedLeadListId",
                 "workflowTableId",
-                "bounded review-batch row ids/hash",
+                "first review/process sample row ids/hash",
                 "filter choice",
                 "filter/rubric basis when present",
             ],
@@ -337,12 +337,12 @@ export function getPostFindLeadsScoutRegistry() {
                 "outputHash",
                 "error or retry detail",
             ],
-            reusePolicy: "The first completed Message Draft Builder recommendation remains the default review candidate. Later Lead Fit Builder, Filter Leads, enrichment, or rubric completion may make an enriched rewrite available, but does not automatically retry or replace the initial draft unless campaign/brief/source/list/table/review-batch identity mismatches or the initial output failed.",
+            reusePolicy: "The first completed Message Draft Builder recommendation remains the default review candidate. Later Lead Fit Builder, Filter Leads, enrichment, or rubric completion may make an enriched rewrite available, but does not automatically retry or replace the initial draft unless campaign/brief/source/list/table/review-sample identity mismatches or the initial output failed.",
         },
         usage: {
-            codex: "After confirm_lead_list imports a non-empty bounded review batch and get_rows_minimal proves rows for workflowTableId, ask the filter-choice question immediately. Do not spawn returned post-lead scout names before that question. Once the user answers, spawn Message Draft Builder from the same campaign/table basis. If the user chooses filters, also spawn Lead Fit Builder, move to Filter Rules, save rubrics, then keep the browser on Filter Leads while the message recommendation is reviewed. If filters are skipped, move to Messages/message review.",
-            claude: "After confirm_lead_list imports a non-empty bounded review batch and get_rows_minimal proves rows for workflowTableId, ask the filter-choice question immediately. Do not invoke returned post-lead Task/Agent names before that question. Once the user answers, invoke Message Draft Builder from the same campaign/table basis. If the user chooses filters, also invoke Lead Fit Builder, move to Filter Rules, save rubrics, then keep the browser on Filter Leads while the message recommendation is reviewed. If filters are skipped, move to Messages/message review.",
-            parentThreadRule: 'Named agents are optional acceleration, but message drafting is not optional. If post-find-leads-message-scout is available, run it as the background Message Draft Builder after the filter-choice answer. If it is absent, do not customer-surface install status; the main thread must execute the same message branch from CampaignOffer state, selected source state, workflowTableId, and imported review-batch rows. Local markdown/json files are not normal-path inputs. The filter-choice question is the first post-import user gate; do not load post-lead registries, filter references, or the full generate-messages prompt before it. Message drafting starts after the filter-choice answer, must load get_subskill_prompt({ subskillName: "generate-messages", offset, limit }) until hasMore=false, must read live campaign/review-batch state through scoped MCP/product tools, and must reject mismatched selectedLeadListId/workflowTableId/campaign/workspace input. On the filter path, keep the browser on Filter Rules then Filter Leads while the background message agent prepares the template; enrichment/filtering/Generate Message cells wait for template approval. On the skip path, move to Messages/message review and wait for template approval before enrichment. Do not render message review from checklist or shortcut instructions; message review requires a messageDraftRecommendation whose basis proves the full generate-messages prompt ran for the current campaign/table/review batch. Do not automatically rerun Message Draft Builder after filters/enrichment finish; show the initial draft by default and offer an enriched rewrite only with explicit user opt-in.',
+            codex: "After confirm_lead_list copies source rows and the first review/process sample exists, ask the filter-choice question immediately. Do not spawn returned post-lead scout names before that question. Once the user answers, spawn Message Draft Builder from the same campaign/table basis. If the user chooses filters, also spawn Lead Fit Builder, move to Filter Rules, save rubrics, ask for filter approval, then keep the browser on Filter Leads while the message recommendation is reviewed. If filters are skipped, move to Messages/message review.",
+            claude: "After confirm_lead_list copies source rows and the first review/process sample exists, ask the filter-choice question immediately. Do not invoke returned post-lead Task/Agent names before that question. Once the user answers, invoke Message Draft Builder from the same campaign/table basis. If the user chooses filters, also invoke Lead Fit Builder, move to Filter Rules, save rubrics, ask for filter approval, then keep the browser on Filter Leads while the message recommendation is reviewed. If filters are skipped, move to Messages/message review.",
+            parentThreadRule: 'Named agents are optional acceleration, but message drafting is not optional. If post-find-leads-message-scout is available, run it as the background Message Draft Builder after the filter-choice answer. If it is absent, do not customer-surface install status; the main thread must execute the same message branch from CampaignOffer state, selected source state, workflowTableId, and first review/process sample rows. Local markdown/json files are not normal-path inputs. The filter-choice question is the first post-import user gate; do not load post-lead registries, filter references, or the full generate-messages prompt before it. Message drafting starts after the filter-choice answer, must load get_subskill_prompt({ subskillName: "generate-messages", offset, limit }) until hasMore=false, must read live campaign/review-sample state through scoped MCP/product tools, and must reject mismatched selectedLeadListId/workflowTableId/campaign/workspace input. On the filter path, keep the browser on Filter Rules after save_rubrics so the user can approve the saved criteria; only then move to Filter Leads and wait there for message approval. Enrichment, filtering, Generate Message cells, sender setup, sequence attach, and launch wait for template approval on the Use Template path. On the skip path, move to Messages/message review and wait for message approval before enrichment or Settings. Do not render message review from checklist or shortcut instructions; message review requires a messageDraftRecommendation whose basis proves the full generate-messages prompt ran for the current campaign/table/review sample. Do not automatically rerun Message Draft Builder after filters/enrichment finish; show the initial draft by default and offer an enriched rewrite only with explicit user opt-in.',
         },
     };
 }

package/dist/tools/readiness.d.ts

@@ -273,6 +273,7 @@ export declare function waitForLeadListReady(input: WaitForLeadListReadyInput):
     status?: undefined;
     targetLeadCount?: undefined;
     error?: undefined;
+    sourceShortfall?: undefined;
     warning?: undefined;
 } | {
     ready: boolean;
@@ -285,6 +286,7 @@ export declare function waitForLeadListReady(input: WaitForLeadListReadyInput):
     status: string;
     targetLeadCount: number | undefined;
     error?: undefined;
+    sourceShortfall?: undefined;
     warning?: undefined;
 } | {
     ready: boolean;
@@ -297,6 +299,7 @@ export declare function waitForLeadListReady(input: WaitForLeadListReadyInput):
     status: string | null;
     targetLeadCount: number | undefined;
     error: string;
+    sourceShortfall?: undefined;
     warning?: undefined;
 } | {
     ready: boolean;
@@ -309,6 +312,7 @@ export declare function waitForLeadListReady(input: WaitForLeadListReadyInput):
     status: string;
     targetLeadCount: number | undefined;
     error: string | null;
+    sourceShortfall?: undefined;
     warning?: undefined;
 } | {
     ready: boolean;
@@ -319,9 +323,10 @@ export declare function waitForLeadListReady(input: WaitForLeadListReadyInput):
     rowCount: number;
     status: string | null;
     targetLeadCount: number | null;
+    sourceShortfall: boolean;
+    warning: string | undefined;
     reason?: undefined;
     error?: undefined;
-    warning?: undefined;
 } | {
     ready: boolean;
     reason: string;
@@ -334,5 +339,6 @@ export declare function waitForLeadListReady(input: WaitForLeadListReadyInput):
     targetLeadCount: number | undefined;
     warning: string | undefined;
     error: string | undefined;
+    sourceShortfall?: undefined;
 }>;
 export {};

package/dist/tools/readiness.js

@@ -101,7 +101,7 @@ export const readinessToolDefinitions = [
                 },
                 targetLeadCount: {
                     type: "number",
-                    description: "Target number of leads requested. Used as a fallback completion check when status is unavailable. For Signal Discovery, pass the approved source-candidate target; if the completed source list lands below it, the tool returns source_under_capacity instead of ready.",
+                    description: "Target number of leads requested. Used as a fallback completion check when status is unavailable. For Signal Discovery, pass the approved source-candidate target; if the completed source list lands below it, the tool still returns ready with a source_shortfall warning so the confirmed list can be copied and the first review sample can proceed.",
                 },
                 timeoutMs: {
                     type: "number",
@@ -472,23 +472,12 @@ export async function waitForLeadListReady(input) {
                 }
             }
             if ((!requireRows || rowCount > 0) && importComplete) {
-                if (provider === "signal-discovery" &&
-                    typeof targetLeadCount === "number" &&
+                const signalSourceShortfallTarget = provider === "signal-discovery" && typeof targetLeadCount === "number"
+                    ? targetLeadCount
+                    : null;
+                const signalSourceShortfall = signalSourceShortfallTarget !== null &&
                     rowCount > 0 &&
-                    rowCount < targetLeadCount) {
-                    return {
-                        ready: false,
-                        reason: "source_under_capacity",
-                        leadListId,
-                        provider: provider ?? null,
-                        attempts,
-                        elapsedMs: Date.now() - start,
-                        rowCount,
-                        status: lastStatus,
-                        targetLeadCount,
-                        error: `Signal Discovery completed with ${rowCount.toLocaleString("en-US")} source candidates, below the approved ${targetLeadCount.toLocaleString("en-US")} source-candidate target. Do not confirm this lead list; select more posts, rerun source discovery, or move to Sales Nav/Prospeo.`,
-                    };
-                }
+                    rowCount < signalSourceShortfallTarget;
                 return {
                     ready: true,
                     leadListId,
@@ -498,6 +487,10 @@ export async function waitForLeadListReady(input) {
                     rowCount,
                     status: lastStatus,
                     targetLeadCount: targetLeadCount ?? null,
+                    sourceShortfall: signalSourceShortfall,
+                    warning: signalSourceShortfall
+                        ? `Signal Discovery completed with ${rowCount.toLocaleString("en-US")} source candidates, below the approved ${signalSourceShortfallTarget.toLocaleString("en-US")} source-candidate target. Confirm/copy the completed list for the first review sample, then add more approved posts or switch provider if the sample quality/scale is not enough.`
+                        : undefined,
                 };
             }
         }