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

@@ -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

address_book/conference_mail_merge/message_templates/reconnect_message.txt

@@ -0,0 +1,17 @@
+SUBJECT: Following up on TXServices & Wavegate
+
+Hi {{First Name}},
+
+It was a pleasure meeting you at {{Conference}} on {{Date Met}}.
+
+I really enjoyed your session on {{Topic}}, I found it insightful and gave me several new perspectives.
+
+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,
+
+Mckinley

address_book/conference_mail_merge/message_templates/wavegate_focus.txt

@@ -1,13 +1,14 @@
-SUBJECT: Following up on {{Topic}}
+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 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,
 

address_book/conference_mail_merge/rollout_presentation.html

@@ -365,38 +365,44 @@ a { color: var(--accent-strong); }
 
   <section>
     <h2>What the mail actually looks like</h2>
-    <p class="section-lede">A real draft generated from <code>conference_contacts.xlsx</code>, using the <code>wavegate_focus</code> template &mdash; this is exactly what sits in <code>output_drafts/</code> today, unedited.</p>
+    <p class="section-lede">A real draft generated from <code>conference_contacts.xlsx</code>, using the <code>reconnect_message</code> template &mdash; one of two templates now available in the tool's dropdown (the other, <code>wavegate_focus</code>, stays available too).</p>
     <div class="email-preview">
       <div class="email-preview-header">
-        <div><span class="k">Subject:</span>Following up on Radiation-Hardness Testing &amp; Wavegate</div>
+        <div><span class="k">Subject:</span>Following up on TXServices &amp; Wavegate</div>
         <div><span class="k">From:</span>mckinley@mckinleyblack.com</div>
         <div><span class="k">To:</span>pgaal@txproducts.de</div>
       </div>
       <div class="email-preview-body">Hi Peter,
 
-It was great meeting you at SPIE 2026. Following up on our conversation
-about Radiation-Hardness Testing &amp; Wavegate on 25.08.26.
+It was a pleasure meeting you at SPIE 2026 on 25.08.26.
 
-Attached is more detail on how it speeds up beamline experiments.
+I really enjoyed your session on Radiation-Hardness Testing &amp; Wavegate, 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&ndash;30 minute call in the coming weeks to explore potential collaboration.
 
 Best regards,
 
 Mckinley</div>
       <div class="email-preview-attachments"><code>txservices.pdf</code><code>wavegate.pdf</code></div>
     </div>
-    <div class="template-source-label">The template behind it &mdash; <code>message_templates/wavegate_focus.txt</code></div>
-    <pre class="template-source">SUBJECT: Following up on <span class="ph">{{Topic}}</span>
+    <div class="template-source-label">The template behind it &mdash; <code>message_templates/reconnect_message.txt</code></div>
+    <pre class="template-source">SUBJECT: Following up on TXServices &amp; Wavegate
 
 Hi <span class="ph">{{First Name}}</span>,
 
-It was great meeting you at <span class="ph">{{Conference}}</span>. Following up on our conversation
-about <span class="ph">{{Topic}}</span> on <span class="ph">{{Date Met}}</span>.
+It was a pleasure meeting you at <span class="ph">{{Conference}}</span> on <span class="ph">{{Date Met}}</span>.
 
-Attached is more detail on how it speeds up beamline experiments.
+I really enjoyed your session on <span class="ph">{{Topic}}</span>, 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&ndash;30 minute call in the coming weeks to explore potential collaboration.
 
 Best regards,
 

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;

address_book/conference_mail_merge/templates/index.html

@@ -7,15 +7,20 @@
 
 <form method="post">
   <div class="card">
-    <h2>Contacts</h2>
+    <h2>Contacts <span class="sub" style="font-weight:400;">({{ contacts|length }} total)</span></h2>
     <div style="margin-bottom:10px;">
       <button type="button" onclick="document.querySelectorAll('.contact-check').forEach(c=>c.checked=true)">Select All</button>
       <button type="button" class="secondary" onclick="document.querySelectorAll('.contact-check').forEach(c=>c.checked=false)">Select None</button>
       <a href="/" style="margin-left:8px; font-size:0.85rem;">Refresh from Excel</a>
     </div>
+    <input type="text" id="contact-search" placeholder="Search by name..." style="margin-bottom:10px; max-width:300px;">
+    <div class="contact-list-scroll">
+    {% set ns = namespace(found=false) %}
     {% for c in contacts %}
-      <div class="contact-row {% if c.sent %}disabled{% endif %}">
-        <input type="checkbox" class="contact-check" name="contacts" value="{{ c.email }}" {% if c.sent %}disabled{% endif %}>
+      {% set is_preselected = preselect_email and c.email|lower == preselect_email %}
+      {% if is_preselected %}{% set ns.found = true %}{% endif %}
+      <div class="contact-row {% if c.sent %}disabled{% endif %}" data-name="{{ (c.first ~ ' ' ~ c.last)|lower }}" {% if is_preselected %}id="preselected-contact" style="background:#eef4fd;"{% endif %}>
+        <input type="checkbox" class="contact-check" name="contacts" value="{{ c.email }}" {% if c.sent %}disabled{% endif %} {% if is_preselected %}checked{% endif %}>
         <span>{{ c.first }} {{ c.last }} &lt;{{ c.email }}&gt;</span>
         {% if c.conference %}<span class="meta">&mdash; {{ c.conference }}</span>{% endif %}
         {% if c.draft_opened %}<span class="meta">(draft opened {{ c.draft_opened }})</span>{% endif %}
@@ -24,6 +29,10 @@
     {% else %}
       <p class="sub">No contacts in the sheet yet.</p>
     {% endfor %}
+    </div>
+    {% if preselect_email and not ns.found %}
+      <p class="warning" style="margin-top:10px;">No contact with email {{ preselect_email }} found in the sheet yet &mdash; add them first.</p>
+    {% endif %}
   </div>
 
   <div class="card">
@@ -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);
+    });
+  });
 </script>
 {% endblock %}

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")

index.html

@@ -807,7 +807,7 @@
         <button class="ab-filter-chip" data-source="Engaged Non-Follower">Engaged Non-Follower</button>
         <button class="ab-filter-chip" data-source="Conference">SPIE 2026 Conference</button>
         <button class="ab-filter-chip" id="ab-followers-link">Followers ↗</button>
-        <a class="ab-filter-chip" style="text-decoration:none;" href="address_book/conference_mail_merge/SPIE_2026_Presenter_Contacts.xlsx" download>Download Contact Sheet ↓</a>
+        <a class="ab-filter-chip" style="text-decoration:none;" href="address_book/conference_mail_merge/conference_contacts.xlsx" download>Download Contact Sheet ↓</a>
         <a class="ab-filter-chip" style="text-decoration:none;" href="http://localhost:8505" target="_blank" rel="noopener" title="Opens the Mail Merge tool in a new tab. Must be running first (webapp.py in address_book/conference_mail_merge/).">Open Mail Merge Tool ↗</a>
       </div>
       <div class="ab-toolbar">
@@ -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("") + "</div>";
   }
 
-  // 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 "<a class=\"conf-compose-email-btn\" href=\"" + href + "\" target=\"_blank\" rel=\"noopener\" title=\"Opens a ready-to-send Mail.app draft via the Mail Merge tool (must be running first).\">Compose Email</a>";
+    var href = "http://localhost:8505/?email=" + encodeURIComponent(p.email);
+    return "<a class=\"conf-compose-email-btn\" href=\"" + href + "\" target=\"_blank\" rel=\"noopener\" title=\"Opens the Mail Merge tool with this contact selected (must be running first).\">Compose Email</a>";
   }
 
   function renderConferences() {