From b745d6f15d88de80a2827e0007d8d5b4e8072261 Mon Sep 17 00:00:00 2001 From: beantownbabe <156287695+beantownbabe@users.noreply.github.com> Date: Sun, 16 Aug 2026 09:48:12 +0200 Subject: [PATCH] Unify contact sheet, add reconnect message template, and scale the contacts UI conference_contacts.xlsx is now the single working file behind both the dash's Download button and the mail-merge tool -- populated with all 139 SPIE 2026 presenters (not just ones with emails already found), so Peter can fill in emails as he meets people at the conference. Also adds a second message template (reconnect_message) alongside the existing wavegate_focus one, and a search/scroll UI for the contacts list now that it's no longer a handful of rows. --- .gitignore | 1 + .../SPIE_2026_Presenter_Contacts.xlsx | Bin 19388 -> 0 bytes .../message_templates/reconnect_message.txt | 17 ++++++ .../message_templates/wavegate_focus.txt | 11 ++-- .../rollout_presentation.html | 30 ++++++---- .../conference_mail_merge/templates/base.html | 2 + .../templates/index.html | 25 +++++++- address_book/conference_mail_merge/webapp.py | 54 +----------------- index.html | 18 ++++-- 9 files changed, 80 insertions(+), 78 deletions(-) delete mode 100644 address_book/conference_mail_merge/SPIE_2026_Presenter_Contacts.xlsx create mode 100644 address_book/conference_mail_merge/message_templates/reconnect_message.txt diff --git a/.gitignore b/.gitignore index b5bbd8e..e34a511 100644 --- a/.gitignore +++ b/.gitignore @@ -5,6 +5,7 @@ nextcloud_export/ *.env address_book/conference_mail_merge/conference_contacts.xlsx address_book/conference_mail_merge/output_drafts/ +~$*.xlsx __pycache__/ *.pyc .Rhistory diff --git a/address_book/conference_mail_merge/SPIE_2026_Presenter_Contacts.xlsx b/address_book/conference_mail_merge/SPIE_2026_Presenter_Contacts.xlsx deleted file mode 100644 index 73959e89c7e27d7c562cddf0f38975f58094d792..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 19388 zcmZ_#Q;=v&(>08?ZQHhO+qP}nwr#st+qP}5wr%};@8{;cC*r%PnlU2^nOT`RvPMKH zNCShQ0000$0F=bR>xzxZN~HetH}g+J_@|lJ8!I^3J2=xDIylgI*xJa>$wCh@z<}-d zDY>;}M&XsfiSS0{buck54;my;s2;m^vd>q`;X|> zVi+<%bOqXBm2c#1u70`+#tTwb7-7C;O7?4o!OzDR*4k`KY)OsCrTPlaT;943*9YzI zx8|)sbyQWVYTM?fP1M-C%iSJt8M^*&J0Y>kUiH5X_o{!a57u;D^#8AQGIer@5x@Wd za>xMykpHochYh`pg{iIS|9ZxM?Q^ZA?Yzl>;&)p=?_vI83q8sf*xHQjZ0WYuoEdU0 zhaZZl5o_aVk{IIOC(ed2l?HpAB-@$I1448DIV&oDddA`TctdA&78a56;9;;qzqQ)c zM!&nS&P0MJ$bea1f7cIHDx=q;WeG6E;X8qhG_)NQ4I%A;GPSC+uZ=}dyn4~RwWAhd zX;X+HZerl8M`Ix{ucD}BuTRi?jL-arI;9e8S`3J+E=bl9(fsgkGxD{$%V#=w&V|bq zXvcu9LEt}YUw$N~6>*?4INWb#&aY-Ywy-D>5H#VN0@^A0QoMu;!34|Am8&u9=JPUq zogXu~>B3@*wSRc;!O=Rk80~-qvai^cH<UsyvcHLFEk%q(G=H47^9YfnMG}??nI9rIEW=6x2dD&+F|9D{ zt$DNtaUa>Ytruc^FE-+}+CGa{y--7PGvp0H4C`->^NI6<%_n%N*usly_jYl*1}b1W z#vV%*E6vENM{56lZ4M7EGSW;6G?-vmItdw4C8wXP1o97c>E=()lE7UGJ;{euV!UM& zak&fG%o#J*fLJ}YYq-TCkJk_Adk!lUP9iogkU4gf7-5KI*BxFxNnBR#AR@I8pAjY- zmQxE_V5?(gh=CT;=z@pbVl(2GW({jHpTYRmOrq=TY9btBk{BjqA$vm9tn#bES@Vmuhe-}2{2dm$L`Z@jSeCJAUJDzw87u(p0ea#1!qP2I$ z?6ikJ>lioJSm-E>)tzR>$5iT*Dc3pk`>(z&`1050>a#RyiO~|I1Dga%+P|VF z@2G|$&rGyQA*WQ9OxdH5@`SMM&Xu2~QrC{_J1E+Dw2#i~3tjkV=H7YqPn&0;nT6Y& zq%T@idRxdiq@Eh49pvz)V7SeBl5kty3vgLKUv%A$h)Wri(}mlygnEH(J9D?WIPx+Q zJD`@766}ZG&qqA4{&H@Bboged+n%m3EPS30DE=wFUuf_w?4! 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Following up on our conversation -about {{Topic}} on {{Date Met}}. +It was great meeting you at {{Conference}} on {{Date Met}}. -Attached is more detail on how it speeds up beamline experiments. +Your session about {{Topic}} was very interesting, and I am following up +on the info material we talked about regarding TXproducts' services and +flagship product WaveGate. -Happy to set up a short call if useful. +Would love to dive deeper — let's find a time to talk. Best regards, diff --git a/address_book/conference_mail_merge/rollout_presentation.html b/address_book/conference_mail_merge/rollout_presentation.html index 04f6c48..9a689cb 100644 --- a/address_book/conference_mail_merge/rollout_presentation.html +++ b/address_book/conference_mail_merge/rollout_presentation.html @@ -365,38 +365,44 @@ a { color: var(--accent-strong); }

What the mail actually looks like

-

A real draft generated from conference_contacts.xlsx, using the wavegate_focus template — this is exactly what sits in output_drafts/ today, unedited.

+

A real draft generated from conference_contacts.xlsx, using the reconnect_message template — one of two templates now available in the tool's dropdown (the other, wavegate_focus, stays available too).

-
The template behind it — message_templates/wavegate_focus.txt
- 
SUBJECT: Following up on {{Topic}}
+    
The template behind it — message_templates/reconnect_message.txt

+    
SUBJECT: Following up on TXServices & Wavegate
 
 Hi {{First Name}},
 
-It was great meeting you at {{Conference}}. Following up on our conversation
-about {{Topic}} on {{Date Met}}.
+It was a pleasure meeting you at {{Conference}} on {{Date Met}}.
 
-Attached is more detail on how it speeds up beamline experiments.
+I really enjoyed your session on {{Topic}}, I found it insightful and gave me several new perspectives.
 
-Happy to set up a short call if useful.
+I'd love to stay in touch, as I believe there are opportunities where our expertise could complement each other and create value for both of us.
+
+I've attached a short overview of TXproducts, including our services and our flagship solution, WaveGate.
+
+If you're open to it, I'd be happy to schedule a 20–30 minute call in the coming weeks to explore potential collaboration.
 
 Best regards,
 
diff --git a/address_book/conference_mail_merge/templates/base.html b/address_book/conference_mail_merge/templates/base.html
index 75a9802..5bc0c1c 100644
--- a/address_book/conference_mail_merge/templates/base.html
+++ b/address_book/conference_mail_merge/templates/base.html
@@ -44,6 +44,8 @@
   .contact-row:last-child { border-bottom: none; }
   .contact-row .meta { color: #5b6a78; font-size: 0.85rem; }
   .contact-row.disabled { color: #b6bfc8; }
+  .contact-row.no-match { display: none; }
+  .contact-list-scroll { max-height: 420px; overflow-y: auto; padding-right: 4px; }
   select, input[type=text] {
     padding: 7px 9px;
     border: 1px solid #d3dbe4;
diff --git a/address_book/conference_mail_merge/templates/index.html b/address_book/conference_mail_merge/templates/index.html
index 9d373e2..f801d33 100644
--- a/address_book/conference_mail_merge/templates/index.html
+++ b/address_book/conference_mail_merge/templates/index.html
@@ -7,15 +7,20 @@
 
 

   

-    
Contacts

+    
Contacts ({{ contacts|length }} total)

     

       
       
       Refresh from Excel
     

+    
+    

+    {% set ns = namespace(found=false) %}
     {% for c in contacts %}
-      

-        
+      {% set is_preselected = preselect_email and c.email|lower == preselect_email %}
+      {% if is_preselected %}{% set ns.found = true %}{% endif %}
+      

+        
         {{ c.first }} {{ c.last }} <{{ c.email }}>
         {% if c.conference %}— {{ c.conference }}{% endif %}
         {% if c.draft_opened %}(draft opened {{ c.draft_opened }}){% endif %}
@@ -24,6 +29,10 @@
     {% else %}
       
No contacts in the sheet yet.

     {% endfor %}
+    

+    {% if preselect_email and not ns.found %}
+      
No contact with email {{ preselect_email }} found in the sheet yet — add them first.

+    {% endif %}
   

 
   

@@ -66,5 +75,15 @@
       btn.disabled = true;
     });
   });
+
+  var preselected = document.getElementById("preselected-contact");
+  if (preselected) { preselected.scrollIntoView({ block: "center" }); }
+
+  document.getElementById("contact-search").addEventListener("input", function (e) {
+    var q = e.target.value.trim().toLowerCase();
+    document.querySelectorAll(".contact-row[data-name]").forEach(function (row) {
+      row.classList.toggle("no-match", q !== "" && row.dataset.name.indexOf(q) === -1);
+    });
+  });
 
 {% endblock %}
diff --git a/address_book/conference_mail_merge/webapp.py b/address_book/conference_mail_merge/webapp.py
index 5bef562..b29a5ef 100644
--- a/address_book/conference_mail_merge/webapp.py
+++ b/address_book/conference_mail_merge/webapp.py
@@ -95,6 +95,7 @@ def index():
         attachments=get_attachment_options(),
         default_from=mm.DEFAULT_FROM,
         error=request.args.get("error"),
+        preselect_email=(request.args.get("email") or "").strip().lower(),
     )
 
 
@@ -195,59 +196,6 @@ def open_in_mail():
     return render_template("results.html", lines=lines, warnings=warnings)
 
 
-@app.route("/quick_open")
-def quick_open():
-    """One-click entry point from the Sales & Marketing dash's presenter cards -- opens a
-    real Mail.app draft for a single contact by email, using the default template and
-    attachments. Skips the checkbox/template-picker UI entirely."""
-    email = request.args.get("email", "").strip()
-    template_name = request.args.get("template") or "wavegate_focus.txt"
-
-    if not email:
-        return render_template("results.html", lines=[], warnings=["No email provided."])
-
-    try:
-        full_df = pd.read_excel(mm.CONTACTS_FILE, sheet_name="Contacts")
-    except Exception as exc:
-        return render_template("results.html", lines=[], warnings=[f"Could not read contact sheet: {exc}"])
-
-    if "Draft Opened" not in full_df.columns:
-        full_df["Draft Opened"] = ""
-
-    match_mask = full_df["Email"].astype(str).str.strip().str.lower() == email.lower()
-    if not match_mask.any():
-        return render_template("results.html", lines=[],
-                                warnings=[f"No contact with email {email} found in conference_contacts.xlsx yet -- add them there first."])
-
-    try:
-        rows = rows_for_selection([email], template_name)
-    except ValueError as exc:
-        return render_template("results.html", lines=[], warnings=[str(exc)])
-
-    default_attachments = [str(p) for p in DEFAULT_ATTACHMENTS if p.exists()]
-
-    lines = []
-    warnings = []
-    opened_any = False
-    for row_dict, subject, body in rows:
-        if "[[MISSING:" in subject or "[[MISSING:" in body:
-            warnings.append(f"Missing field(s) for {row_dict['Email']} -- check before sending.")
-        try:
-            mm.open_in_mail_app(subject, body, row_dict["Email"], default_attachments, mm.DEFAULT_FROM)
-            lines.append(f"Opened in Mail.app: {row_dict['First Name']} {row_dict['Last Name']} <{row_dict['Email']}>")
-            timestamp = datetime.now().strftime("%d.%m.%y %H:%M")
-            full_df.loc[match_mask, "Draft Opened"] = timestamp
-            opened_any = True
-            mm.log_to_dash_outreach(row_dict["Email"], f"Draft opened in Mail.app ({template_name}), {timestamp}")
-        except RuntimeError as exc:
-            warnings.append(f"Could not open Mail.app draft for {row_dict['Email']}: {exc}")
-
-    if opened_any:
-        full_df.to_excel(mm.CONTACTS_FILE, index=False, sheet_name="Contacts")
-
-    return render_template("results.html", lines=lines, warnings=warnings)
-
-
 @app.route("/preview", methods=["POST"])
 def preview():
     selected = request.form.getlist("contacts")
diff --git a/index.html b/index.html
index 771a2fe..95cfc03 100644
--- a/index.html
+++ b/index.html
@@ -807,7 +807,7 @@
         
         
         
-        Download Contact Sheet ↓
+        Download Contact Sheet ↓
         Open Mail Merge Tool ↗
       

       

@@ -3828,6 +3828,14 @@
             {
               "date": "15.08.26",
               "note": "Draft opened in Mail.app (wavegate_focus.txt), 15.08.26 21:24"
+            },
+            {
+              "date": "16.08.26",
+              "note": "Draft opened in Mail.app (wavegate_focus.txt), 16.08.26 06:10"
+            },
+            {
+              "date": "16.08.26",
+              "note": "Draft opened in Mail.app (reconnect_message.txt), 16.08.26 08:44"
             }
           ],
           "notes": "",
@@ -4686,12 +4694,12 @@
     }).join("") + "
";
   }
 
-  // Hands off to the real Mail Merge tool (localhost:8505), which does the actual template
-  // merge, attachments, and Mail.app draft creation server-side — the tool must be running.
+  // Hands off to the real Mail Merge tool (localhost:8505) with this contact pre-checked,
+  // so the template/attachments/from-address stay a deliberate choice, not an auto-pick.
   function buildComposeEmailButton(p) {
     if (!p.email) { return ""; }
-    var href = "http://localhost:8505/quick_open?email=" + encodeURIComponent(p.email);
-    return "Compose Email";
+    var href = "http://localhost:8505/?email=" + encodeURIComponent(p.email);
+    return "Compose Email";
   }
 
   function renderConferences() {