Add proposal draft generation and outreach email to expert finder

app/expert-finder/library/[searchId]/components/ExpertResultCard.tsx

@@ -1,20 +1,38 @@
 'use client';
 
-import { useState } from 'react';
+import { useCallback, useState } from 'react';
 import Link from 'next/link';
-import { Award, Building2, GraduationCap, Info, Mail, Pencil } from 'lucide-react';
+import { useRouter } from 'next/navigation';
+import {
+  Award,
+  Building2,
+  FileText,
+  GraduationCap,
+  Info,
+  Loader2,
+  Mail,
+  Pencil,
+  Sparkles,
+} from 'lucide-react';
+import { toast } from 'react-hot-toast';
 import { Alert } from '@/components/ui/Alert';
 import { Button } from '@/components/ui/Button';
 import { Checkbox } from '@/components/ui/form/Checkbox';
+import { Progress } from '@/components/ui/Progress';
 import { Tooltip } from '@/components/ui/Tooltip';
 import { cn } from '@/utils/styles';
 import { formatTimestamp } from '@/utils/date';
-import type { ExpertResult } from '@/types/expertFinder';
+import type { ExpertResult, ProposalDraft } from '@/types/expertFinder';
 import {
   buildExpertSearchHref,
   buildOutreachDocumentHref,
+  isProposalDraftActive,
+  isProposalDraftComplete,
   outreachDocumentLabel,
+  proposalDraftStepProgress,
 } from '@/types/expertFinder';
+import { useProposalDraft } from '@/hooks/useExpertFinder';
+import { NoteService } from '@/services/note.service';
 import { ExpertFormModal } from './ExpertFormModal';
 import { ExpertSourceLinkIcon } from './ExpertSourceLinkIcon';
 
@@ -26,6 +44,8 @@ interface ExpertResultCardProps {
   onToggleSelect?: (index: number) => void;
   onGenerateEmail?: (expert: ExpertResult) => void;
   onSuccess?: () => Promise<void>;
+  /** Enables AI proposal drafts (grant-linked searches only). */
+  proposalDraftsEnabled?: boolean;
 }
 
 function empty(value: string | undefined): string {
@@ -35,6 +55,107 @@ function empty(value: string | undefined): string {
 /** Show Read more when notes are longer than this */
 const NOTES_READ_MORE_MIN_LENGTH = 25;
 
+interface ProposalDraftSectionProps {
+  draft: ProposalDraft | null;
+  isStarting: boolean;
+  startError: string | null;
+  isOpeningNote: boolean;
+  onStart: () => void;
+  onOpenNote: () => void;
+}
+
+function ProposalDraftSection({
+  draft,
+  isStarting,
+  startError,
+  isOpeningNote,
+  onStart,
+  onOpenNote,
+}: Readonly<ProposalDraftSectionProps>) {
+  if (draft && isProposalDraftActive(draft)) {
+    const progress = proposalDraftStepProgress(draft);
+    return (
+      <div className="rounded-lg border border-gray-200 bg-gray-50 px-3 py-2.5" aria-live="polite">
+        <div className="flex items-center gap-2 text-sm font-medium text-gray-700">
+          <Loader2 className="h-4 w-4 shrink-0 animate-spin text-primary-600" aria-hidden />
+          <span>Drafting proposal…</span>
+          <span className="ml-auto text-xs font-normal tabular-nums text-gray-500">
+            {progress.position}/{progress.total}
+          </span>
+        </div>
+        <Progress value={progress.position} max={progress.total} size="sm" className="mt-2" />
+        <p className="mt-1.5 text-xs text-gray-500">{progress.label}</p>
+      </div>
+    );
+  }
+
+  if (startError || draft?.status === 'FAILED') {
+    return (
+      <div className="flex flex-col gap-2">
+        <Alert variant="error" className="py-2.5 px-3">
+          <p>Proposal draft failed</p>
+          <p className="font-normal">
+            {startError || draft?.errorMessage || 'An error occurred while drafting the proposal.'}
+          </p>
+        </Alert>
+        <Button
+          type="button"
+          variant="outlined"
+          size="sm"
+          className="w-full gap-2"
+          onClick={onStart}
+          disabled={isStarting}
+        >
+          {isStarting ? (
+            <Loader2 className="h-4 w-4 shrink-0 animate-spin" aria-hidden />
+          ) : (
+            <Sparkles className="h-4 w-4 shrink-0" aria-hidden />
+          )}
+          Retry proposal draft
+        </Button>
+      </div>
+    );
+  }
+
+  if (isProposalDraftComplete(draft)) {
+    return (
+      <Button
+        type="button"
+        variant="outlined"
+        size="sm"
+        className="w-full gap-2"
+        onClick={onOpenNote}
+        disabled={isOpeningNote}
+      >
+        {isOpeningNote ? (
+          <Loader2 className="h-4 w-4 shrink-0 animate-spin" aria-hidden />
+        ) : (
+          <FileText className="h-4 w-4 shrink-0" aria-hidden />
+        )}
+        Open proposal
+      </Button>
+    );
+  }
+
+  return (
+    <Button
+      type="button"
+      variant="outlined"
+      size="sm"
+      className="w-full gap-2"
+      onClick={onStart}
+      disabled={isStarting}
+    >
+      {isStarting ? (
+        <Loader2 className="h-4 w-4 shrink-0 animate-spin" aria-hidden />
+      ) : (
+        <Sparkles className="h-4 w-4 shrink-0" aria-hidden />
+      )}
+      Draft proposal
+    </Button>
+  );
+}
+
 export function ExpertResultCard({
   expert,
   index,
@@ -43,8 +164,39 @@ export function ExpertResultCard({
   onToggleSelect,
   onGenerateEmail,
   onSuccess,
+  proposalDraftsEnabled,
 }: ExpertResultCardProps) {
+  const router = useRouter();
   const [editOpen, setEditOpen] = useState(false);
+  const [isOpeningNote, setIsOpeningNote] = useState(false);
+
+  // Refresh the search detail once a draft settles so selection-based flows
+  // (e.g. proposal invitation emails) see the latest draft state.
+  const handleDraftSettled = useCallback(() => {
+    void onSuccess?.();
+  }, [onSuccess]);
+  const [{ draft, isStarting, startError }, startDraft] = useProposalDraft(
+    expert.proposalDraft,
+    handleDraftSettled
+  );
+  const showProposalDraft = Boolean(proposalDraftsEnabled) && expert.searchExpertId != null;
+
+  const handleStartDraft = useCallback(() => {
+    if (expert.searchExpertId != null) void startDraft(expert.searchExpertId);
+  }, [expert.searchExpertId, startDraft]);
+
+  const handleOpenNote = useCallback(async () => {
+    if (draft?.noteId == null) return;
+    setIsOpeningNote(true);
+    try {
+      const note = await NoteService.getNote(String(draft.noteId));
+      router.push(`/notebook/${note.organization.slug}/${draft.noteId}`);
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : 'Failed to open the proposal note');
+    } finally {
+      setIsOpeningNote(false);
+    }
+  }, [draft?.noteId, router]);
   const name = empty(expert.name);
   const canEditContact = expert.expertId != null && Boolean(onSuccess);
   const title = empty(expert.title);
@@ -286,6 +438,16 @@ export function ExpertResultCard({
       </div>
 
       <div className="mt-auto pt-4 shrink-0 flex flex-col gap-2">
+        {showProposalDraft ? (
+          <ProposalDraftSection
+            draft={draft}
+            isStarting={isStarting}
+            startError={startError}
+            isOpeningNote={isOpeningNote}
+            onStart={handleStartDraft}
+            onOpenNote={() => void handleOpenNote()}
+          />
+        ) : null}
         {onGenerateEmail && (
           <Button
             type="button"

app/expert-finder/library/[searchId]/components/GenerateEmailModal.tsx

@@ -8,7 +8,11 @@ import { Dropdown, DropdownItem } from '@/components/ui/form/Dropdown';
 import { useSavedTemplates } from '@/hooks/useExpertFinder';
 import { cn } from '@/utils/styles';
 import type { ExpertResult } from '@/types/expertFinder';
-import type { EmailTemplateKind } from '@/services/expertFinder.service';
+import { isProposalDraftComplete } from '@/types/expertFinder';
+import {
+  PROPOSAL_DRAFT_OUTREACH_TEMPLATE,
+  type EmailTemplateKind,
+} from '@/services/expertFinder.service';
 
 export type GenerateEmailConfirmPayload =
   | { mode: 'ai'; template: string }
@@ -19,6 +23,8 @@ interface GenerateEmailModalProps {
   onClose: () => void;
   experts: ExpertResult[];
   onConfirm: (payload: GenerateEmailConfirmPayload) => void;
+  /** Whether the search is linked to a grant/funding round (enables proposal invitations). */
+  isGrantLinked?: boolean;
 }
 
 export interface EmailTemplateOption {
@@ -28,6 +34,11 @@ export interface EmailTemplateOption {
 }
 
 export const EMAIL_TEMPLATE_OPTIONS: EmailTemplateOption[] = [
+  {
+    value: PROPOSAL_DRAFT_OUTREACH_TEMPLATE,
+    label: 'Proposal Invitation',
+    description: 'Invite them to review and edit an AI-drafted proposal for this funding round',
+  },
   {
     value: 'rfp-outreach',
     label: 'Call for Proposals',
@@ -133,11 +144,26 @@ export function GenerateEmailModal({
   onClose,
   experts,
   onConfirm,
+  isGrantLinked = false,
 }: GenerateEmailModalProps) {
-  const [creationMode, setCreationMode] = useState<CreationMode>('template');
-  const [purpose, setPurpose] = useState<EmailTemplateKind>(
-    EMAIL_TEMPLATE_OPTIONS[0]?.value ?? 'collaboration'
+  // Proposal invitations are offered only on grant-linked searches, and are
+  // selectable only when every selected expert has a completed proposal draft.
+  const proposalOptionVisible = isGrantLinked;
+  const proposalSelectable =
+    proposalOptionVisible &&
+    experts.length > 0 &&
+    experts.every((expert) => isProposalDraftComplete(expert.proposalDraft));
+
+  const visibleOptions = EMAIL_TEMPLATE_OPTIONS.filter(
+    (option) => option.value !== PROPOSAL_DRAFT_OUTREACH_TEMPLATE || proposalOptionVisible
   );
+  const defaultPurpose: EmailTemplateKind = proposalSelectable
+    ? PROPOSAL_DRAFT_OUTREACH_TEMPLATE
+    : (visibleOptions.find((option) => option.value !== PROPOSAL_DRAFT_OUTREACH_TEMPLATE)?.value ??
+      'collaboration');
+
+  const [creationMode, setCreationMode] = useState<CreationMode>('template');
+  const [purpose, setPurpose] = useState<EmailTemplateKind>(defaultPurpose);
   const [customUseCase, setCustomUseCase] = useState('');
   const [savedTemplateId, setSavedTemplateId] = useState<number | null>(null);
   const [purposeDropdownOpen, setPurposeDropdownOpen] = useState(false);
@@ -146,11 +172,13 @@ export function GenerateEmailModal({
 
   useEffect(() => {
     if (isOpen) {
-      setCreationMode('template');
-      setPurpose(EMAIL_TEMPLATE_OPTIONS[0]?.value ?? 'collaboration');
+      setCreationMode(proposalSelectable ? 'ai' : 'template');
+      setPurpose(defaultPurpose);
       setCustomUseCase('');
       setSavedTemplateId(null);
     }
+    // Only reset when the modal opens; eligibility is fixed for the session.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isOpen]);
 
   const count = experts.length;
@@ -161,7 +189,7 @@ export function GenerateEmailModal({
   const canSubmit = creationMode === 'ai' ? canSubmitAi : canSubmitFixed;
 
   const selectedPurpose =
-    EMAIL_TEMPLATE_OPTIONS.find((option) => option.value === purpose) ?? EMAIL_TEMPLATE_OPTIONS[0];
+    visibleOptions.find((option) => option.value === purpose) ?? visibleOptions[0];
 
   const handleSubmit = () => {
     if (creationMode === 'ai') {
@@ -239,21 +267,34 @@ export function GenerateEmailModal({
               onOpenChange={setPurposeDropdownOpen}
               className="max-h-72 overflow-y-auto"
             >
-              {EMAIL_TEMPLATE_OPTIONS.map((option) => (
-                <DropdownItem
-                  key={option.value}
-                  onClick={() => setPurpose(option.value)}
-                  className={cn(
-                    'items-start text-left',
-                    purpose === option.value && 'bg-gray-100 font-medium'
-                  )}
-                >
-                  <div className="w-full text-left">
-                    <div className="text-sm text-gray-900">{option.label}</div>
-                    <div className="text-xs text-gray-500">{option.description}</div>
-                  </div>
-                </DropdownItem>
-              ))}
+              {visibleOptions.map((option) => {
+                const isProposalOption = option.value === PROPOSAL_DRAFT_OUTREACH_TEMPLATE;
+                const optionDisabled = isProposalOption && !proposalSelectable;
+                return (
+                  <DropdownItem
+                    key={option.value}
+                    onClick={() => {
+                      if (!optionDisabled) setPurpose(option.value);
+                    }}
+                    disabled={optionDisabled}
+                    className={cn(
+                      'items-start text-left',
+                      purpose === option.value && 'bg-gray-100 font-medium',
+                      optionDisabled && 'cursor-not-allowed opacity-60'
+                    )}
+                  >
+                    <div className="w-full text-left">
+                      <div className="text-sm text-gray-900">{option.label}</div>
+                      <div className="text-xs text-gray-500">{option.description}</div>
+                      {optionDisabled ? (
+                        <div className="mt-0.5 text-xs text-amber-700">
+                          Every selected expert needs a completed proposal draft
+                        </div>
+                      ) : null}
+                    </div>
+                  </DropdownItem>
+                );
+              })}
             </Dropdown>
 
             {isCustom && (

app/expert-finder/library/[searchId]/components/GenerateEmailProgressModal.tsx

@@ -5,7 +5,10 @@ import Link from 'next/link';
 import { Check, Loader2, X } from 'lucide-react';
 import { BaseModal } from '@/components/ui/BaseModal';
 import { Progress } from '@/components/ui/Progress';
-import { ExpertFinderService } from '@/services/expertFinder.service';
+import {
+  ExpertFinderService,
+  PROPOSAL_DRAFT_OUTREACH_TEMPLATE,
+} from '@/services/expertFinder.service';
 import type { ExpertResult } from '@/types/expertFinder';
 import type { GenerateEmailConfirmPayload } from './GenerateEmailModal';
 
@@ -71,10 +74,14 @@ export function GenerateEmailProgressModal({
 
         try {
           if (generation.mode === 'ai') {
+            const isProposalInvitation = generation.template === PROPOSAL_DRAFT_OUTREACH_TEMPLATE;
             await ExpertFinderService.generateEmail({
               expert_search_id: Number(searchId),
               expert_email: expert.email?.trim() ?? '',
               template: generation.template,
+              ...(isProposalInvitation
+                ? { proposal_draft_id: expert.proposalDraft?.id ?? null }
+                : {}),
             });
           } else {
             await ExpertFinderService.generateEmail({