@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/server/email-send.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/email-send.ts"],"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\nimport {\n  type AglynOrgBilling,\n  type AglynOrgMember,\n  buildCrmEmailActivity,\n  contactCaptureHostIds,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  CRM_EMAIL_BODY_MAX,\n  CRM_EMAIL_CONTEXT,\n  CRM_EMAIL_SUBJECT_MAX,\n  type CrmActivityLink,\n  crmActivityLogHasRoom,\n  crmEmailDeliveryTags,\n  type CrmMergeContext,\n  crmMergeFieldsIn,\n  crmScopeTokens,\n  isOrgWideMember,\n  normalizeContactEmail,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  type PluginApiResponse,\n  readContactFacet,\n  readMarketingBasis,\n  renderCrmMergeFields,\n  resolveOrgEntitlements,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  isEmailConfigured,\n  sendEmail,\n  sendFailureReason,\n  type SendEmailResult,\n} from '@aglyn/shared-util-email'\nimport {\n  consentGroupForSite,\n  consumeRateLimit,\n  countCrmActivitiesForRecord,\n  filterSendableForHost,\n  firebaseAdmin,\n  getHostDocAdmin,\n  getOrgForHost,\n  hostSendingIdentity,\n  logOrgActivity,\n  memberHasOrgPermission,\n  newCrmActivityRef,\n  orgDataCollectionForHost,\n  readOrgEmailRamp,\n  recordEmailSends,\n  releaseCrmEmailSend,\n  reserveCrmEmailSend,\n  resolveOrgMembership,\n  writeCrmEmailActivity,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport {\n  authorizeOrgCaller,\n  type CrmRouteScope,\n  orgHostIds,\n  readCrmRouteScope,\n} from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/**\n * `POST /api/crm/email-send` — one email to one person, from their record\n * (AGL-2615).\n *\n * Body: `{ hostId, contactId? | leadId? | dealId?, subject, body }`. Answers\n * `{ ok: true, activityId, to, from, logged }` once the provider accepted\n * the message, and a refusal with a `reason` the dialog can act on\n * otherwise. The subject and the body may carry merge fields —\n * `{{contact.firstName}}`, `{{deal.amount}}` (AGL-2658) — which this route\n * fills from the record before the send, so the timeline row is the letter\n * as it left; see `crm-email-templates.ts` for the grammar.\n *\n * ## What it is, and what it is not\n *\n * A message a teammate wrote to one person they have a relationship with —\n * a reply to a lead, a follow-up on a deal. It is not marketing: no\n * campaign audience, no unsubscribe pair, no frequency window, no consent\n * split. What it does owe is everything a bounce or a complaint owes the\n * shared sending domain, which is why BOTH suppression lists are consulted\n * and why a person's own stated refusal — a `declined` basis — is a hard\n * stop even though the message is not the kind of mail that basis governs.\n * The recipient asked this site not to write; the kind of writing is not\n * the point.\n *\n * ## Why the recipient is resolved here and not taken from the body\n *\n * The dialog shows the address the record carries, and this route reads it\n * again off the record the caller named, through the same visibility check\n * every other CRM route makes. A `to` in the body would make this a route\n * that sends the site's mail to any address a member types, which is a\n * different product with a different abuse surface.\n *\n * ## The organization variant (AGL-2634)\n *\n * `{ orgId, hostId?, … }` from the org-level hub. The caller is authorized\n * by the org — an org-wide member holding `data.manage` — and the record is\n * read with no site's visibility to check, because an org-wide member reads\n * every row. What the org level cannot do away with is the SITE the message\n * leaves from: the sending identity, the suppression list and the person's\n * stated refusal are each a site's. So the org variant still names one —\n * the record's own capturing site or the site the reader picked, in the\n * body; failing that the record's own site read off the document; failing\n * that the org's only site — and refuses, with a `site` reason, when the\n * org has several and none was named. The row it writes is visible to\n * whoever may see the RECORD, so an email to a person another site\n * captured shows on their timeline under that site's hub; the act is\n * logged in the org's feed.\n *\n * ## The order of the gates\n *\n * Cheap and certain first. A malformed body and a missing token cost\n * nothing; the per-user pace is one counter; the record is one read and\n * decides everything after it; the ceiling one aggregate; the two\n * suppression lists two keyed reads; the sending identity next, because it\n * is the most expensive and the one a workspace fixes once. The daily cap\n * comes LAST and is the one gate that writes before the provider is called\n * (AGL-2645): the send is reserved on today's counter inside a transaction,\n * so two reps at the last slot cannot both pass one reading of it, and a\n * message the provider refuses gives the slot back. After the provider has\n * accepted, two more things are written, neither able to fail the send:\n * the activity row and the org's cost meter.\n *\n * ## The new-workspace ramp is part of that cap, not a gate beside it\n *\n * A message from a workspace created this morning lands on the sending\n * domain every other tenant's receipts leave on, so the plan's day is held\n * to the share of it the workspace has earned — the same ramp the campaign\n * path is paced by, `readOrgEmailRamp`, taken to the allowance this surface\n * meters instead of the campaign ceiling. It is handed to the reservation\n * rather than checked before it, so the ceiling and the count it is judged\n * against come out of the one transactional read; a ramp consulted\n * separately would be a second ceiling and two reps could pass it at once.\n * A workspace past its first week is not ramped and pays nothing to find\n * that out.\n */\n\n/** How many one-to-one emails one person may send in one minute. */\nexport const CRM_EMAIL_SENDS_PER_MINUTE = 20\nconst CRM_EMAIL_RATE_WINDOW_MS = 60_000\n\n/** What the route says when the plan carries no one-to-one email at all. */\nexport const CRM_EMAIL_NOT_INCLUDED_MESSAGE =\n  'Your plan does not include one-to-one email. Upgrade in Billing to email ' +\n  'people from their records.'\n\n/** What the route says at the daily cap; `included` is the plan's figure. */\nexport function crmEmailCapReachedMessage(included: number): string {\n  return (\n    `Today's one-to-one email limit (${included.toLocaleString('en-US')}) is ` +\n    'reached. It resets at midnight UTC — see Billing for the count.'\n  )\n}\n\n/**\n * What the route says when the NEW-WORKSPACE RAMP is the ceiling that was\n * reached, rather than the plan's own.\n *\n * The campaign path's wording, pointed at this surface: the number, what was\n * spent against it, that nothing was sent or counted, and when it lifts. A\n * workspace told only \"limit reached\" against a figure far below the one its\n * plan page advertises would read it as a billing fault.\n */\nexport function crmEmailRampReachedMessage(\n  ceiling: number,\n  used: number,\n): string {\n  return (\n    `This workspace may send ${ceiling.toLocaleString('en-US')} one-to-one ` +\n    `email${ceiling === 1 ? '' : 's'} a day while it establishes a sending ` +\n    `history, and has sent ${used.toLocaleString('en-US')} today. Nothing ` +\n    'has been sent and nothing has been counted — the allowance grows as ' +\n    \"the workspace sends, and is the plan's in full after its first week. \" +\n    'It resets at midnight UTC.'\n  )\n}\n\n/** What the route says when the ramp's own history could not be read. */\nexport const CRM_EMAIL_RAMP_UNAVAILABLE_MESSAGE =\n  \"This workspace's sending history could not be read just now, so how much \" +\n  'of its first-week email allowance it has earned is not known. Nothing has ' +\n  'been sent and nothing has been counted — try again in a moment.'\n\nexport const CRM_EMAIL_SUPPRESSED_MESSAGE =\n  'This address has bounced or reported a message as spam, so it cannot be ' +\n  'emailed.'\n\nexport const CRM_EMAIL_DECLINED_MESSAGE =\n  'This person asked not to be emailed by this site.'\n\nexport const CRM_EMAIL_RATE_MESSAGE =\n  'You have sent too many emails in the last minute. Wait a moment and try again.'\n\n/** What the org variant says when no site was named and the org has several. */\nexport const CRM_EMAIL_PICK_SITE_MESSAGE =\n  'Pick the site this email leaves from — its sending address is what the ' +\n  'message is sent as.'\n\ntype Refusal = { ok: false; status: number; body: Record<string, unknown> }\n\nconst refuse = (\n  status: number,\n  error: string,\n  extra: Record<string, unknown> = {},\n): Refusal => ({ ok: false, status, body: { error, ...extra } })\n\n/** One typed field, trimmed and bounded. */\nfunction typed(value: unknown, max: number): string {\n  return String(value ?? '')\n    .trim()\n    .slice(0, max)\n}\n\ninterface Sender {\n  ok: true\n  uid: string\n  /** The address replies go to — the token's, never the body's. */\n  email: string\n  /** The name in front of the sending address, when the token carries one. */\n  name: string\n  orgId: string\n  org: Partial<AglynOrgBilling>\n}\n\n/**\n * Who is sending, and whether they may: a verified ID token, then\n * `data.manage` on the site's org through the same three-layer read the\n * create route makes, admitted only for a site the member reaches. Staff\n * pass the permission check as they do on every CRM route, and send as\n * themselves.\n */\nasync function authorizeSender(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<Sender | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return refuse(401, 'Unauthenticated')\n  let decoded: { uid: string; email?: string; name?: string; staff?: unknown }\n  try {\n    decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return refuse(401, 'Unauthenticated')\n    console.error('[crm] email-send could not verify the sender', error)\n    return refuse(500, 'The sign-in could not be checked. Try again.')\n  }\n  const resolved = await getOrgForHost(hostId).catch(() => null)\n  if (!resolved) return refuse(404, 'Unknown site')\n  const { orgId } = resolved\n  const org = (resolved.org ?? {}) as Partial<AglynOrgBilling>\n  if (decoded.staff !== true) {\n    const membership = await resolveOrgMembership(decoded.uid, orgId).catch(\n      () => null,\n    )\n    const member = (membership?.member ?? null) as Partial<AglynOrgMember> | null\n    const reaches =\n      isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n    const allowed =\n      member &&\n      reaches &&\n      (await memberHasOrgPermission(orgId, member, 'data.manage'))\n    if (!allowed) {\n      return refuse(\n        403,\n        'Sending email from a record requires the data.manage permission on this site',\n      )\n    }\n  }\n  const email = normalizeContactEmail(decoded.email)\n  if (!email) {\n    // A reply-to is owed and the token is the only place it can honestly\n    // come from; an account with no address cannot be replied to.\n    return refuse(403, 'Your account has no email address to receive replies at.')\n  }\n  return {\n    ok: true,\n    uid: decoded.uid,\n    email,\n    name: typed(decoded.name, 120),\n    orgId,\n    org,\n  }\n}\n\n/**\n * The org variant's sender (AGL-2634): authorized by the org for an\n * org-wide member holding `data.manage`, with the same reply-to rule.\n */\nasync function authorizeOrgSender(\n  req: PluginApiRequest,\n  orgId: string,\n): Promise<Sender | Refusal> {\n  const caller = await authorizeOrgCaller(req, orgId, {\n    needs: 'data.manage',\n    refusal:\n      'Sending email at the organization level requires the data.manage ' +\n      'permission across the whole workspace',\n  })\n  if (caller.ok === false) return refuse(caller.status, caller.error)\n  const email = normalizeContactEmail(caller.email)\n  if (!email) {\n    return refuse(403, 'Your account has no email address to receive replies at.')\n  }\n  return {\n    ok: true,\n    uid: caller.uid,\n    email,\n    name: caller.name,\n    orgId,\n    org: caller.org as Partial<AglynOrgBilling>,\n  }\n}\n\ninterface Recipient {\n  ok: true\n  email: string\n  /** The document the consent basis is read off — the contact, or the lead. */\n  record: Record<string, unknown>\n  /** The contact document, when one was read — where the company link is. */\n  contact: Record<string, unknown> | null\n  link: CrmActivityLink\n  /**\n   * The site the record itself names — a contact's first capturing site, a\n   * deal's own, a lead's — which is the site an org-level send leaves from\n   * when the body named none.\n   */\n  siteHint: string\n  /** The deal document, when one was named — what `{{deal.*}}` reads (AGL-2658). */\n  deal: Record<string, unknown> | null\n  /** The lead document, when the recipient is a lead — what `{{lead.*}}` reads. */\n  lead: Record<string, unknown> | null\n}\n\n/**\n * The person the named record is about, as THIS site may see them.\n *\n * A deal names its contact; a lead carries its own address; a contact is\n * itself. Each is looked up by id and then checked against what the site\n * may read — the Admin SDK evaluates no rules, and a member of site A must\n * not be able to mail site B's contact by guessing an id. The links the\n * activity is filed under are whatever resolved: a deal's email is also the\n * contact's, so it lands on both timelines.\n *\n * At the organization level there is no site to check against and none is\n * checked: the caller was admitted as an org-wide member, who reads every\n * row. A lead still needs its site named — a lead lives under one.\n */\nasync function resolveRecipient(\n  firestore: FirebaseFirestore.Firestore,\n  scope: CrmRouteScope,\n  orgId: string,\n  ids: { contactId: string; leadId: string; dealId: string },\n): Promise<Recipient | Refusal> {\n  const link: CrmActivityLink = {}\n  const { hostId } = scope\n  const scoped = scope.level === 'site'\n  const visible = (tokens: unknown) =>\n    !scoped || visibleToHost(tokens as readonly string[], hostId)\n  let contactId = ids.contactId\n  let siteHint = ''\n  let dealRecord: Record<string, unknown> | null = null\n\n  if (ids.dealId) {\n    const deal = await firestore\n      .collection('orgs')\n      .doc(orgId)\n      .collection(CRM_COLLECTIONS.deals)\n      .doc(ids.dealId)\n      .get()\n    if (!deal.exists || !visible(deal.get('visibleTo'))) {\n      return refuse(404, 'Unknown deal')\n    }\n    link.dealId = deal.id\n    dealRecord = (deal.data() ?? {}) as Record<string, unknown>\n    siteHint = typed(deal.get('hostId'), 128)\n    contactId = contactId || String(deal.get('contactId') ?? '').trim()\n    if (!contactId) {\n      return refuse(400, 'This deal names no contact to email.')\n    }\n  }\n\n  if (contactId) {\n    const contacts = scoped\n      ? await orgDataCollectionForHost(hostId, 'contacts')\n      : firestore.collection('orgs').doc(orgId).collection('contacts')\n    const contact = await contacts.doc(contactId).get()\n    if (!contact.exists || !visible(contact.get('visibleTo'))) {\n      return refuse(404, 'Unknown contact')\n    }\n    const email = normalizeContactEmail(contact.get('email'))\n    if (!email) return refuse(400, 'This contact has no email address.')\n    const record = (contact.data() ?? {}) as Record<string, unknown>\n    link.contactId = contact.id\n    if (ids.leadId) link.leadId = ids.leadId\n    siteHint =\n      siteHint || typed(record['hostId'], 128) || contactCaptureHostIds(record)[0] || ''\n    return { ok: true, email, record, contact: record, link, siteHint, deal: dealRecord, lead: null }\n  }\n\n  if (ids.leadId) {\n    if (!hostId) return refuse(400, 'Name the site the lead lives under.')\n    const lead = await firestore\n      .collection('hosts')\n      .doc(hostId)\n      .collection('leads')\n      .doc(ids.leadId)\n      .get()\n    if (!lead.exists) return refuse(404, 'Unknown lead')\n    const email = normalizeContactEmail(lead.get('email'))\n    if (!email) return refuse(400, 'This lead has no email address.')\n    const record = (lead.data() ?? {}) as Record<string, unknown>\n    link.leadId = lead.id\n    // A converted lead's email belongs on the contact it became as well.\n    const converted = String(lead.get('convertedContactId') ?? '').trim()\n    if (converted) link.contactId = converted\n    return { ok: true, email, record, contact: null, link, siteHint: hostId, deal: null, lead: record }\n  }\n\n  return refuse(400, 'Name a contact, lead or deal to email.')\n}\n\n/**\n * The site an org-level send leaves from (AGL-2634): the body's, else the\n * record's own, else the org's only site — and a refusal the dialog turns\n * into a Site picker when the org has several and none was named.\n */\nasync function resolveSendingSite(\n  firestore: FirebaseFirestore.Firestore,\n  scope: CrmRouteScope,\n  orgId: string,\n  siteHint: string,\n): Promise<{ ok: true; hostId: string } | Refusal> {\n  if (scope.hostId) return { ok: true, hostId: scope.hostId }\n  if (siteHint) return { ok: true, hostId: siteHint }\n  const hosts = await orgHostIds(firestore, orgId)\n  if (hosts.length === 1) return { ok: true, hostId: hosts[0] }\n  return refuse(409, CRM_EMAIL_PICK_SITE_MESSAGE, { reason: 'site' })\n}\n\n/** The HTTP shape of a send the provider did not accept. */\nfunction sendRefusal(result: SendEmailResult): Refusal {\n  const reason = sendFailureReason(result)\n  const detail = String((result as { detail?: unknown }).detail ?? '')\n  if (reason === 'unverified-domain') {\n    return refuse(409, detail || 'This site has no verified sending identity.', {\n      reason: 'sending-identity',\n    })\n  }\n  if (reason === 'suppressed' || reason === 'unengaged') {\n    return refuse(409, CRM_EMAIL_SUPPRESSED_MESSAGE, { reason: 'suppressed' })\n  }\n  if (reason === 'rate-limited') {\n    const retryAtMs = Number((result as { retryAtMs?: unknown }).retryAtMs)\n    return refuse(\n      503,\n      'The mail provider asked us to slow down. Try again in a minute.',\n      {\n        reason: 'provider-rate',\n        retryAfterSeconds: Number.isFinite(retryAtMs)\n          ? Math.max(1, Math.ceil((retryAtMs - Date.now()) / 1000))\n          : 60,\n      },\n    )\n  }\n  if (reason === 'unconfigured') {\n    return refuse(501, 'Email is not configured on this deployment.', {\n      reason: 'unconfigured',\n    })\n  }\n  return refuse(502, 'The email could not be sent.', { reason: 'send-failed' })\n}\n\n/** What the route says when a subject or a message is nothing once its fields are filled. */\nexport const CRM_EMAIL_EMPTY_AFTER_MERGE_MESSAGE =\n  'The subject and the message are empty once their merge fields are filled ' +\n  'in. Check the fields against this record.'\n\n/**\n * What `{{…}}` reads from, for this send (AGL-2658): the documents already\n * in hand — the contact, the deal, the lead — the sender off their token,\n * and the site's name, read only when a field asks for it. The contact's\n * facet is the SENDING site's group's, because a name, a job title and a\n * company are one holder's knowledge of a person.\n */\nasync function mergeContextFor(options: {\n  recipient: Recipient\n  sender: Sender\n  hostId: string\n  groupId: string\n  fields: readonly string[]\n}): Promise<CrmMergeContext> {\n  const { recipient, sender, hostId, groupId, fields } = options\n  const wantsSite = fields.some((field) => field.startsWith('site.'))\n  const host = wantsSite ? await getHostDocAdmin(hostId).catch(() => null) : null\n  return {\n    contact: recipient.contact,\n    contactGroupId: groupId,\n    lead: recipient.lead,\n    deal: recipient.deal,\n    sender: { name: sender.name, email: sender.email },\n    site: { name: typed(host?.['displayName'], 200) },\n  }\n}\n\nfunction answer(res: PluginApiResponse, refusal: Refusal): void {\n  const retry = refusal.body['retryAfterSeconds']\n  if (typeof retry === 'number') res.setHeader('Retry-After', String(retry))\n  res.status(refusal.status).json(refusal.body)\n}\n\nexport const crmEmailSendHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const routeScope = readCrmRouteScope(body)\n  if (!routeScope) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const ids = {\n    contactId: typed(body['contactId'], 128),\n    leadId: typed(body['leadId'], 128),\n    dealId: typed(body['dealId'], 128),\n  }\n  if (!ids.contactId && !ids.leadId && !ids.dealId) {\n    res.status(400).json({ error: 'Name a contact, lead or deal to email.' })\n    return\n  }\n  const draftSubject = typed(body['subject'], CRM_EMAIL_SUBJECT_MAX)\n  if (!draftSubject) {\n    res.status(400).json({ error: 'Enter a subject.' })\n    return\n  }\n  // Paragraphs are what the dialog offers, and a plain-text part is what a\n  // paragraph is; line endings are normalized so the stored body and the\n  // sent body are one string.\n  const draftText = String(body['body'] ?? '')\n    .replace(/\\r\\n?/g, '\\n')\n    .trim()\n    .slice(0, CRM_EMAIL_BODY_MAX)\n  if (!draftText) {\n    res.status(400).json({ error: 'Write the message.' })\n    return\n  }\n\n  try {\n    const sender =\n      routeScope.level === 'org'\n        ? await authorizeOrgSender(req, routeScope.orgId)\n        : await authorizeSender(req, routeScope.hostId)\n    if (sender.ok === false) return answer(res, sender)\n    const { orgId, org } = sender\n    /*\n     * THE PLAN, before the pace and the cap (AGL-2787). One-to-one email is\n     * the suite's; a plan without the suite is refused as such, rather than\n     * reaching the daily cap and being told about a zero it has no way to\n     * raise short of the upgrade this names.\n     */\n    const suite = crmSuiteRefusal(org, 'Emailing one person from their record')\n    if (suite) return answer(res, { ok: false, status: suite.status, body: suite.body })\n\n    /*\n     * THE PER-USER PACE, on its own key. The console dispatcher already\n     * counts this write against the person's general console budget; this\n     * is the narrower bucket the feature owes — twenty a minute is a rep\n     * writing, and past it is a script — keyed by the uid the token proved\n     * so one person cannot spend the bucket of everyone on their address.\n     */\n    const rate = await consumeRateLimit(`crm-email-send:uid:${sender.uid}`, {\n      limit: CRM_EMAIL_SENDS_PER_MINUTE,\n      windowMs: CRM_EMAIL_RATE_WINDOW_MS,\n    })\n    if (!rate.allowed) {\n      return answer(\n        res,\n        refuse(429, CRM_EMAIL_RATE_MESSAGE, {\n          reason: 'rate',\n          retryAfterSeconds: Math.max(\n            1,\n            Math.ceil((rate.resetMs - Date.now()) / 1000),\n          ),\n        }),\n      )\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const recipient = await resolveRecipient(firestore, routeScope, orgId, ids)\n    if (recipient.ok === false) return answer(res, recipient)\n    // The site the message leaves from — the mounted one under a site, and\n    // at the organization level whatever the body, the record or the org\n    // can answer.\n    const site = await resolveSendingSite(firestore, routeScope, orgId, recipient.siteHint)\n    if (site.ok === false) return answer(res, site)\n    const { hostId } = site\n    const group = await consentGroupForSite(hostId, org as Record<string, unknown>)\n    // The company the sending site files this person under, so the email\n    // shows on the company's log as the automation step's rows do.\n    if (recipient.contact) {\n      const facet = readContactFacet(recipient.contact, group.groupId)\n      if (facet.companyId) recipient.link.companyId = facet.companyId\n    }\n\n    /*\n     * MERGE FIELDS (AGL-2658), filled here rather than in the dialog: the\n     * dialog previews with the same resolver, but what leaves and what is\n     * logged is rendered by the route, off the documents it read to find\n     * the recipient, so a preview the rep did not look at cannot differ\n     * from the letter. A subject or a message that is nothing once its\n     * fields are filled is refused before any gate is spent on it.\n     */\n    const fields = crmMergeFieldsIn(`${draftSubject}\\n${draftText}`)\n    const merge = fields.length\n      ? await mergeContextFor({ recipient, sender, hostId, groupId: group.groupId, fields })\n      : null\n    const subject = merge\n      ? renderCrmMergeFields(draftSubject, merge).trim().slice(0, CRM_EMAIL_SUBJECT_MAX)\n      : draftSubject\n    const text = merge\n      ? renderCrmMergeFields(draftText, merge).trim().slice(0, CRM_EMAIL_BODY_MAX)\n      : draftText\n    if (!subject || !text) {\n      return answer(res, refuse(400, CRM_EMAIL_EMPTY_AFTER_MERGE_MESSAGE, { reason: 'merge' }))\n    }\n\n    // The per-record ceiling, before the send: an email that could not be\n    // logged would be a message the timeline never shows, and the timeline\n    // is the reason the send lives on the record.\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, recipient.link))) {\n      return answer(res, refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE, { reason: 'ceiling' }))\n    }\n\n    // Both suppression lists, then the person's own refusal.\n    const sendable = await filterSendableForHost(hostId, [recipient.email])\n    if (!sendable.length) {\n      return answer(res, refuse(409, CRM_EMAIL_SUPPRESSED_MESSAGE, { reason: 'suppressed' }))\n    }\n    if (readMarketingBasis(recipient.record, group).basis === 'declined') {\n      return answer(res, refuse(409, CRM_EMAIL_DECLINED_MESSAGE, { reason: 'declined' }))\n    }\n\n    if (!isEmailConfigured()) {\n      return answer(\n        res,\n        refuse(501, 'Email is not configured on this deployment.', {\n          reason: 'unconfigured',\n        }),\n      )\n    }\n    const identity = await hostSendingIdentity(hostId)\n    if (identity.refusal) {\n      return answer(\n        res,\n        refuse(409, identity.refusal.message, { reason: 'sending-identity' }),\n      )\n    }\n\n    const now = new Date()\n    /*\n     * THE NEW-WORKSPACE RAMP, resolved for the ceiling below.\n     *\n     * A workspace past its first week graduates off the org record alone and\n     * pays no read for this. One that is still on the ramp needs its\n     * delivery history to know which step it has earned, and when that\n     * history is unreadable the step is a floor rather than an answer.\n     *\n     * A floor is enough for a campaign, which defers what it cannot send\n     * today and delivers it tomorrow. It is not enough here: this route\n     * admits or refuses ONE message and has no third answer, so a ramp that\n     * cannot say what a workspace has earned refuses and says so. The\n     * refusal is transient by construction — it lasts as long as the window\n     * read is failing — and it reaches only workspaces inside their first\n     * week, since every other one graduated before the window was consulted.\n     */\n    const { ramp, degraded } = await readOrgEmailRamp({\n      orgId,\n      createdAt: (org as Record<string, unknown>)['createdAt'],\n      now: now.getTime(),\n    })\n    if (degraded) {\n      return answer(\n        res,\n        refuse(503, CRM_EMAIL_RAMP_UNAVAILABLE_MESSAGE, {\n          reason: 'ramp-unavailable',\n        }),\n      )\n    }\n\n    // THE DAILY CAP (AGL-2611), taken as a slot rather than read as a\n    // figure (AGL-2645): the transaction reads today's counter, judges it\n    // with `checkCrmEmailQuota` against the ramp's share of the plan's day\n    // and raises it in one step, so the count the cap enforces is the count\n    // this send was admitted on.\n    const claim = await reserveCrmEmailSend(firestore, orgId, org, now, ramp)\n    if (!claim.ok) {\n      const { quota } = claim\n      // WHICH ceiling was reached, in the org's own terms. The reservation\n      // answers with the number it judged, which is the plan's day unless\n      // the ramp held this workspace below it — and a workspace shown a\n      // figure under the one its plan page advertises is owed the reason.\n      const rampBound =\n        quota.included < resolveOrgEntitlements(org).crmEmailsPerDay\n      return answer(\n        res,\n        refuse(\n          409,\n          quota.included <= 0\n            ? CRM_EMAIL_NOT_INCLUDED_MESSAGE\n            : rampBound\n              ? crmEmailRampReachedMessage(quota.included, quota.used)\n              : crmEmailCapReachedMessage(quota.included),\n          {\n            reason: rampBound ? 'ramp' : 'quota',\n            included: quota.included,\n            used: quota.used,\n            resetsAtMs: quota.resetsAt.getTime(),\n          },\n        ),\n      )\n    }\n\n    // The row's id, minted before the send so the delivery webhook can find\n    // it from the tags alone; written only once the message has left.\n    const activityRef = newCrmActivityRef(firestore, orgId)\n    let result: SendEmailResult\n    try {\n      result = await sendEmail({\n        to: recipient.email,\n        subject,\n        text,\n        sendingIdentity: identity,\n        audience: 'tenant',\n        context: CRM_EMAIL_CONTEXT,\n        replyTo: sender.email,\n        ...(sender.name ? { fromName: sender.name } : {}),\n        tags: crmEmailDeliveryTags({ orgId, hostId, activityId: activityRef.id }),\n      })\n    } catch (error) {\n      // The provider never answered, so no message left: the slot goes\n      // back before the failure is reported.\n      await releaseCrmEmailSend(firestore, claim.reservation)\n      throw error\n    }\n    if (!result.sent) {\n      await releaseCrmEmailSend(firestore, claim.reservation)\n      return answer(res, sendRefusal(result))\n    }\n\n    const sentAtMs = Date.now()\n    let logged = true\n    /*\n     * Who may list the row. Under a site, what a record created there is\n     * stamped with. At the organization level the RECORD's own tokens, so\n     * an email to a person another site captured shows on their timeline\n     * under that site's hub — a row stamped with the sending site alone\n     * would be invisible where the person is read.\n     */\n    const recordTokens = recipient.record['visibleTo']\n    const visibleTo =\n      routeScope.level === 'org' && Array.isArray(recordTokens) && recordTokens.length\n        ? recordTokens.map(String)\n        : crmScopeTokens(org as Record<string, unknown>, group)\n    try {\n      await writeCrmEmailActivity(\n        activityRef,\n        buildCrmEmailActivity({\n          subject,\n          body: text,\n          to: recipient.email,\n          atMs: sentAtMs,\n          byUid: sender.uid,\n          ...(sender.name ? { byName: sender.name } : {}),\n          link: recipient.link,\n          hostId,\n          visibleTo,\n        }),\n      )\n    } catch (error) {\n      // The message has left. A row that could not be written is a gap on\n      // the timeline, not a failed send, and it is said so in the answer.\n      console.error('[crm] email activity write failed', orgId, activityRef.id, error)\n      logged = false\n    }\n    // The cap's count was taken with the reservation; the org's cost meter\n    // for COGS is stamped after delivery, unable to fail the send.\n    await recordEmailSends({\n      scope: { kind: 'org', orgId },\n      count: 1,\n      sendClass: 'transactional',\n      firestore,\n    })\n    // The org-level act, in the org's feed: the site variant's is the\n    // timeline row itself, under the site the record page is on.\n    if (routeScope.level === 'org') {\n      await logOrgActivity(\n        orgId,\n        { uid: sender.uid, email: sender.email },\n        'Sent email',\n        recipient.link.contactId\n          ? { type: 'contact', id: recipient.link.contactId, name: recipient.email }\n          : { type: 'lead', id: 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package/src/lib/server/email-template-duplicate.d.ts

@@ -0,0 +1,19 @@
+/**
+ * @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.
+ */
+import { type PluginApiHandler } from '@aglyn/aglyn/server';
+export declare const CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE = "crm/email-template-duplicate";
+export declare const crmEmailTemplateDuplicateHandler: PluginApiHandler;

package/src/lib/server/email-template-duplicate.js

@@ -0,0 +1,206 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @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.
+ */ /**
+ * Duplicating a CRM email template (AGL-2936).
+ *
+ * A template is a letter under a name — subject, body, merge fields — in
+ * `crmEmailTemplates` under the organization, scoped to a site or shared
+ * across the workspace by the tokens it carries. The copy keeps the letter,
+ * the kind and the scope; it is filed under the person copying it, and a
+ * personal template stays personal to THEM rather than to the original's
+ * owner. The listing's ceiling refuses a copy the way the create drawer
+ * refuses a new one.
+ *
+ * Reached from a site — the host role decides — or from the organization
+ * hub, where an org-wide seat does. Both scopes land in the same
+ * collection, so the copy is looked up where the source was found.
+ */ import { DUPLICATE_BUSY_MESSAGE, duplicateDisplayName, uniqueDuplicateName } from "@aglyn/aglyn/app-utils/duplicate-resource";
+import { CRM_EMAIL_TEMPLATES_LIMIT, CRM_EMAIL_TEMPLATE_NAME_MAX, normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { claimAttempt, createResourceUid, hostRoleCanWrite } from "@aglyn/aglyn/server";
+import { firebaseAdmin, logResourceDuplicated, resolveOrgIdForHost } from "@aglyn/tenant-data-admin";
+import { isRefusedIdToken } from "@aglyn/tenant-data-admin/server/id-token-refusal";
+import { resolveOrgPermissions } from "@aglyn/tenant-runtime/org-permissions";
+import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
+import { readCrmRouteScope } from "./org-caller.js";
+export const CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE = 'crm/email-template-duplicate';
+export const crmEmailTemplateDuplicateHandler = async (req, res)=>{
+    var _ref, _ref1, _ref2, _req_headers_authorization;
+    var _req_body, _req_body1, _req_body2;
+    if (req.method !== 'POST') {
+        res.setHeader('Allow', 'POST');
+        return res.status(405).json({
+            error: 'Method not allowed'
+        });
+    }
+    const scope = readCrmRouteScope(req.body);
+    if (!scope) return res.status(400).json({
+        error: 'Missing hostId or orgId'
+    });
+    const templateId = String((_ref = (_req_body = req.body) == null ? void 0 : _req_body.templateId) != null ? _ref : '').trim().slice(0, 64);
+    if (!templateId) return res.status(400).json({
+        error: 'Missing templateId'
+    });
+    const requestedName = String((_ref1 = (_req_body1 = req.body) == null ? void 0 : _req_body1.name) != null ? _ref1 : '').trim().slice(0, CRM_EMAIL_TEMPLATE_NAME_MAX);
+    const attemptKey = String((_ref2 = (_req_body2 = req.body) == null ? void 0 : _req_body2.attemptKey) != null ? _ref2 : '').trim().slice(0, 200);
+    const authorization = String((_req_headers_authorization = req.headers.authorization) != null ? _req_headers_authorization : '');
+    const idToken = authorization.startsWith('Bearer ') ? authorization.slice('Bearer '.length) : undefined;
+    if (!idToken) return res.status(401).json({
+        error: 'Unauthenticated'
+    });
+    try {
+        var _decoded_email;
+        let decoded;
+        try {
+            decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken);
+        } catch (error) {
+            if (isRefusedIdToken(error)) return res.status(401).json({
+                error: 'Unauthenticated'
+            });
+            throw error;
+        }
+        const firestore = firebaseAdmin.app().firestore();
+        const staff = decoded.staff === true;
+        // WHO MAY COPY: on a site, anyone who may write its content; from the
+        // hub, an org-wide seat. The org is resolved from the site rather than
+        // taken from the body, so a caller cannot name a workspace where their
+        // seat is more generous than it is in the one that owns the site.
+        let orgId = scope.orgId;
+        if (scope.level === 'site') {
+            var _host_get, _ref3;
+            const host = await firestore.collection('hosts').doc(scope.hostId).get();
+            if (!host.exists) return res.status(404).json({
+                error: 'Unknown site'
+            });
+            const role = ((_host_get = host.get('memberRoles')) != null ? _host_get : {})[decoded.uid];
+            if (!staff && !hostRoleCanWrite(role)) {
+                return res.status(403).json({
+                    error: 'Editing requires the editor role'
+                });
+            }
+            orgId = (_ref3 = await resolveOrgIdForHost(scope.hostId)) != null ? _ref3 : '';
+        } else if (!staff) {
+            const membership = await resolveOrgPermissions(decoded.uid, {
+                orgId
+            }).catch(()=>null);
+            if (!(membership == null ? void 0 : membership.orgWide) || membership.orgId !== orgId) {
+                return res.status(403).json({
+                    error: 'Not a member of this organization'
+                });
+            }
+        }
+        if (!orgId) return res.status(404).json({
+            error: 'Unknown organization'
+        });
+        const claimed = attemptKey ? await claimAttempt(firestore, {
+            kind: 'duplicate-emailTemplate',
+            scopeId: `${orgId}:${templateId}`,
+            orgId,
+            key: attemptKey,
+            busyMessage: DUPLICATE_BUSY_MESSAGE
+        }) : null;
+        if (claimed && 'replay' in claimed) {
+            return res.status(claimed.replay.status).json(claimed.replay.body);
+        }
+        const claim = claimed && 'claim' in claimed ? claimed.claim : null;
+        const templates = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates);
+        const id = createResourceUid();
+        const outcome = await firestore.runTransaction(async (transaction)=>{
+            const [source, siblings] = await Promise.all([
+                transaction.get(templates.doc(templateId)),
+                transaction.get(templates.select('name'))
+            ]);
+            if (!source.exists) {
+                return {
+                    status: 404,
+                    body: {
+                        error: 'Unknown template'
+                    }
+                };
+            }
+            if (siblings.size >= CRM_EMAIL_TEMPLATES_LIMIT) {
+                return {
+                    status: 403,
+                    body: {
+                        error: `This workspace holds ${CRM_EMAIL_TEMPLATES_LIMIT} email templates — ` + 'delete one to make room'
+                    }
+                };
+            }
+            const template = normalizeCrmEmailTemplate(source.data());
+            const name = uniqueDuplicateName(requestedName || duplicateDisplayName(template.name), siblings.docs.map((row)=>{
+                var _row_get;
+                return String((_row_get = row.get('name')) != null ? _row_get : '');
+            })).slice(0, CRM_EMAIL_TEMPLATE_NAME_MAX);
+            const nowMs = Date.now();
+            transaction.create(templates.doc(id), _extends({
+                name,
+                subject: template.subject,
+                body: template.body,
+                kind: template.kind,
+                visibility: template.visibility
+            }, template.visibility === 'personal' ? {
+                ownerUid: decoded.uid
+            } : {}, {
+                createdByUid: decoded.uid,
+                createdAtMs: nowMs,
+                updatedAtMs: nowMs,
+                hostId: template.hostId,
+                visibleTo: [
+                    ...template.visibleTo
+                ],
+                createdAt: new Date(nowMs),
+                updatedAt: new Date(nowMs)
+            }));
+            return {
+                status: 200,
+                body: {
+                    templateId: id,
+                    name
+                },
+                sourceName: template.name,
+                hostId: template.hostId
+            };
+        });
+        if (outcome.status !== 200) {
+            await (claim == null ? void 0 : claim.release());
+            return res.status(outcome.status).json(outcome.body);
+        }
+        await logResourceDuplicated('emailTemplate', {
+            uid: decoded.uid,
+            email: (_decoded_email = decoded.email) != null ? _decoded_email : null
+        }, {
+            orgId,
+            hostId: outcome.hostId,
+            source: {
+                id: templateId,
+                name: outcome.sourceName
+            },
+            target: {
+                id,
+                name: outcome.body.name
+            }
+        });
+        await (claim == null ? void 0 : claim.record(200, outcome.body));
+        return res.status(200).json(outcome.body);
+    } catch (error) {
+        console.error('[crm] the email template could not be duplicated', error);
+        return res.status(500).json({
+            error: 'The template could not be duplicated.'
+        });
+    }
+};
+
+//# sourceMappingURL=email-template-duplicate.js.map

package/src/lib/server/email-template-duplicate.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/email-template-duplicate.ts"],"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\n/**\n * Duplicating a CRM email template (AGL-2936).\n *\n * A template is a letter under a name — subject, body, merge fields — in\n * `crmEmailTemplates` under the organization, scoped to a site or shared\n * across the workspace by the tokens it carries. The copy keeps the letter,\n * the kind and the scope; it is filed under the person copying it, and a\n * personal template stays personal to THEM rather than to the original's\n * owner. The listing's ceiling refuses a copy the way the create drawer\n * refuses a new one.\n *\n * Reached from a site — the host role decides — or from the organization\n * hub, where an org-wide seat does. Both scopes land in the same\n * collection, so the copy is looked up where the source was found.\n */\n\nimport {\n  DUPLICATE_BUSY_MESSAGE,\n  duplicateDisplayName,\n  uniqueDuplicateName,\n} from '@aglyn/aglyn/app-utils/duplicate-resource'\nimport {\n  CRM_EMAIL_TEMPLATES_LIMIT,\n  CRM_EMAIL_TEMPLATE_NAME_MAX,\n  normalizeCrmEmailTemplate,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport {\n  claimAttempt,\n  createResourceUid,\n  hostRoleCanWrite,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  firebaseAdmin,\n  logResourceDuplicated,\n  resolveOrgIdForHost,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { readCrmRouteScope } from './org-caller'\n\nexport const CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE = 'crm/email-template-duplicate'\n\nexport const crmEmailTemplateDuplicateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const scope = readCrmRouteScope(req.body as Record<string, unknown>)\n  if (!scope) return res.status(400).json({ error: 'Missing hostId or orgId' })\n  const templateId = String(req.body?.templateId ?? '').trim().slice(0, 64)\n  if (!templateId) return res.status(400).json({ error: 'Missing templateId' })\n  const requestedName = String(req.body?.name ?? '').trim().slice(0, CRM_EMAIL_TEMPLATE_NAME_MAX)\n  const attemptKey = String(req.body?.attemptKey ?? '').trim().slice(0, 200)\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return res.status(401).json({ error: 'Unauthenticated' })\n\n  try {\n    let decoded: { uid: string; email?: string; staff?: unknown }\n    try {\n      decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    } catch (error) {\n      if (isRefusedIdToken(error)) return res.status(401).json({ error: 'Unauthenticated' })\n      throw error\n    }\n    const firestore = firebaseAdmin.app().firestore()\n    const staff = decoded.staff === true\n\n    // WHO MAY COPY: on a site, anyone who may write its content; from the\n    // hub, an org-wide seat. The org is resolved from the site rather than\n    // taken from the body, so a caller cannot name a workspace where their\n    // seat is more generous than it is in the one that owns the site.\n    let orgId = scope.orgId\n    if (scope.level === 'site') {\n      const host = await firestore.collection('hosts').doc(scope.hostId).get()\n      if (!host.exists) return res.status(404).json({ error: 'Unknown site' })\n      const role = (host.get('memberRoles') ?? {})[decoded.uid]\n      if (!staff && !hostRoleCanWrite(role)) {\n        return res.status(403).json({ error: 'Editing requires the editor role' })\n      }\n      orgId = (await resolveOrgIdForHost(scope.hostId)) ?? ''\n    } else if (!staff) {\n      const membership = await resolveOrgPermissions(decoded.uid, { orgId }).catch(\n        () => null,\n      )\n      if (!membership?.orgWide || membership.orgId !== orgId) {\n        return res.status(403).json({ error: 'Not a member of this organization' })\n      }\n    }\n    if (!orgId) return res.status(404).json({ error: 'Unknown organization' })\n\n    const claimed = attemptKey\n      ? await claimAttempt(firestore as never, {\n          kind: 'duplicate-emailTemplate',\n          scopeId: `${orgId}:${templateId}`,\n          orgId,\n          key: attemptKey,\n          busyMessage: DUPLICATE_BUSY_MESSAGE,\n        })\n      : null\n    if (claimed && 'replay' in claimed) {\n      return res.status(claimed.replay.status).json(claimed.replay.body)\n    }\n    const claim = claimed && 'claim' in claimed ? claimed.claim : null\n\n    const templates = firestore\n      .collection('orgs')\n      .doc(orgId)\n      .collection(CRM_COLLECTIONS.emailTemplates)\n    const id = createResourceUid()\n    const outcome = await firestore.runTransaction(async (transaction) => {\n      const [source, siblings] = await Promise.all([\n        transaction.get(templates.doc(templateId)),\n        transaction.get(templates.select('name')),\n      ])\n      if (!source.exists) {\n        return { status: 404 as const, body: { error: 'Unknown template' } }\n      }\n      if (siblings.size >= CRM_EMAIL_TEMPLATES_LIMIT) {\n        return {\n          status: 403 as const,\n          body: {\n            error:\n              `This workspace holds ${CRM_EMAIL_TEMPLATES_LIMIT} email templates — ` +\n              'delete one to make room',\n          },\n        }\n      }\n      const template = normalizeCrmEmailTemplate(source.data() as Record<string, unknown>)\n      const name = uniqueDuplicateName(\n        requestedName || duplicateDisplayName(template.name),\n        siblings.docs.map((row) => String(row.get('name') ?? '')),\n      ).slice(0, CRM_EMAIL_TEMPLATE_NAME_MAX)\n      const nowMs = Date.now()\n      transaction.create(templates.doc(id), {\n        name,\n        subject: template.subject,\n        body: template.body,\n        kind: template.kind,\n        visibility: template.visibility,\n        ...(template.visibility === 'personal' ? { ownerUid: decoded.uid } : {}),\n        createdByUid: decoded.uid,\n        createdAtMs: nowMs,\n        updatedAtMs: nowMs,\n        hostId: template.hostId,\n        visibleTo: [...template.visibleTo],\n        createdAt: new Date(nowMs),\n        updatedAt: new Date(nowMs),\n      })\n      return {\n        status: 200 as const,\n        body: { templateId: id, name },\n        sourceName: template.name,\n        hostId: template.hostId,\n      }\n    })\n\n    if (outcome.status !== 200) {\n      await claim?.release()\n      return res.status(outcome.status).json(outcome.body)\n    }\n    await logResourceDuplicated(\n      'emailTemplate',\n      { uid: decoded.uid, email: decoded.email ?? null },\n      {\n        orgId,\n        hostId: outcome.hostId,\n        source: { id: templateId, name: outcome.sourceName },\n        target: { id, name: outcome.body.name },\n      },\n    )\n    await claim?.record(200, outcome.body)\n    return res.status(200).json(outcome.body)\n  } catch (error) {\n    console.error('[crm] the email template could not be duplicated', error)\n    return res.status(500).json({ error: 'The template could not be duplicated.' })\n  }\n}\n"],"names":["DUPLICATE_BUSY_MESSAGE","duplicateDisplayName","uniqueDuplicateName","CRM_EMAIL_TEMPLATES_LIMIT","CRM_EMAIL_TEMPLATE_NAME_MAX","normalizeCrmEmailTemplate","claimAttempt","createResourceUid","hostRoleCanWrite","firebaseAdmin","logResourceDuplicated","resolveOrgIdForHost","isRefusedIdToken","resolveOrgPermissions","CRM_COLLECTIONS","readCrmRouteScope","CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE","crmEmailTemplateDuplicateHandler","req","res","method","setHeader","status","json","error","scope","body","templateId","String","trim","slice","requestedName","name","attemptKey","authorization","headers","idToken","startsWith","length","undefined","decoded","app","auth","verifyIdToken","firestore","staff","orgId","level","host","collection","doc","hostId","get","exists","role","uid","membership","catch","orgWide","claimed","kind","scopeId","key","busyMessage","replay","claim","templates","emailTemplates","id","outcome","runTransaction","transaction","source","siblings","Promise","all","select","size","template","data","docs","map","row","nowMs","Date","now","create","subject","visibility","ownerUid","createdByUid","createdAtMs","updatedAtMs","visibleTo","createdAt","updatedAt","sourceName","release","email","target","record","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;CAcC,GAED,SACEA,sBAAsB,EACtBC,oBAAoB,EACpBC,mBAAmB,QACd,4CAA2C;AAClD,SACEC,yBAAyB,EACzBC,2BAA2B,EAC3BC,yBAAyB,QACpB,6CAA4C;AACnD,SACEC,YAAY,EACZC,iBAAiB,EACjBC,gBAAgB,QAEX,sBAAqB;AAC5B,SACEC,aAAa,EACbC,qBAAqB,EACrBC,mBAAmB,QACd,2BAA0B;AACjC,SAASC,gBAAgB,QAAQ,mDAAkD;AACnF,SAASC,qBAAqB,QAAQ,wCAAuC;AAC7E,SAASC,eAAe,QAAQ,6BAA4B;AAC5D,SAASC,iBAAiB,QAAQ,kBAAc;AAEhD,OAAO,MAAMC,qCAAqC,+BAA8B;AAEhF,OAAO,MAAMC,mCAAqD,OAAOC,KAAKC;4BAY/CD;QALHA,WAEGA,YACHA;IAT1B,IAAIA,IAAIE,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvB,OAAOF,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAqB;IAC5D;IACA,MAAMC,QAAQV,kBAAkBG,IAAIQ,IAAI;IACxC,IAAI,CAACD,OAAO,OAAON,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;QAAEC,OAAO;IAA0B;IAC3E,MAAMG,aAAaC,gBAAOV,YAAAA,IAAIQ,IAAI,qBAARR,UAAUS,UAAU,mBAAI,IAAIE,IAAI,GAAGC,KAAK,CAAC,GAAG;IACtE,IAAI,CAACH,YAAY,OAAOR,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;QAAEC,OAAO;IAAqB;IAC3E,MAAMO,gBAAgBH,iBAAOV,aAAAA,IAAIQ,IAAI,qBAARR,WAAUc,IAAI,oBAAI,IAAIH,IAAI,GAAGC,KAAK,CAAC,GAAG1B;IACnE,MAAM6B,aAAaL,iBAAOV,aAAAA,IAAIQ,IAAI,qBAARR,WAAUe,UAAU,oBAAI,IAAIJ,IAAI,GAAGC,KAAK,CAAC,GAAG;IAEtE,MAAMI,gBAAgBN,QAAOV,6BAAAA,IAAIiB,OAAO,CAACD,aAAa,YAAzBhB,6BAA6B;IAC1D,MAAMkB,UAAUF,cAAcG,UAAU,CAAC,aACrCH,cAAcJ,KAAK,CAAC,UAAUQ,MAAM,IACpCC;IACJ,IAAI,CAACH,SAAS,OAAOjB,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;QAAEC,OAAO;IAAkB;IAErE,IAAI;YA0G2BgB;QAzG7B,IAAIA;QACJ,IAAI;YACFA,UAAU,MAAM/B,cAAcgC,GAAG,GAAGC,IAAI,GAAGC,aAAa,CAACP;QAC3D,EAAE,OAAOZ,OAAO;YACd,IAAIZ,iBAAiBY,QAAQ,OAAOL,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;gBAAEC,OAAO;YAAkB;YACpF,MAAMA;QACR;QACA,MAAMoB,YAAYnC,cAAcgC,GAAG,GAAGG,SAAS;QAC/C,MAAMC,QAAQL,QAAQK,KAAK,KAAK;QAEhC,sEAAsE;QACtE,uEAAuE;QACvE,uEAAuE;QACvE,kEAAkE;QAClE,IAAIC,QAAQrB,MAAMqB,KAAK;QACvB,IAAIrB,MAAMsB,KAAK,KAAK,QAAQ;gBAGZC,WAIL;YANT,MAAMA,OAAO,MAAMJ,UAAUK,UAAU,CAAC,SAASC,GAAG,CAACzB,MAAM0B,MAAM,EAAEC,GAAG;YACtE,IAAI,CAACJ,KAAKK,MAAM,EAAE,OAAOlC,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;gBAAEC,OAAO;YAAe;YACtE,MAAM8B,OAAO,EAACN,YAAAA,KAAKI,GAAG,CAAC,0BAATJ,YAA2B,CAAC,EAAE,CAACR,QAAQe,GAAG,CAAC;YACzD,IAAI,CAACV,SAAS,CAACrC,iBAAiB8C,OAAO;gBACrC,OAAOnC,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;oBAAEC,OAAO;gBAAmC;YAC1E;YACAsB,SAAS,QAAA,MAAMnC,oBAAoBc,MAAM0B,MAAM,aAAtC,QAA4C;QACvD,OAAO,IAAI,CAACN,OAAO;YACjB,MAAMW,aAAa,MAAM3C,sBAAsB2B,QAAQe,GAAG,EAAE;gBAAET;YAAM,GAAGW,KAAK,CAC1E,IAAM;YAER,IAAI,EAACD,8BAAAA,WAAYE,OAAO,KAAIF,WAAWV,KAAK,KAAKA,OAAO;gBACtD,OAAO3B,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;oBAAEC,OAAO;gBAAoC;YAC3E;QACF;QACA,IAAI,CAACsB,OAAO,OAAO3B,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAuB;QAExE,MAAMmC,UAAU1B,aACZ,MAAM3B,aAAasC,WAAoB;YACrCgB,MAAM;YACNC,SAAS,GAAGf,MAAM,CAAC,EAAEnB,YAAY;YACjCmB;YACAgB,KAAK7B;YACL8B,aAAa/D;QACf,KACA;QACJ,IAAI2D,WAAW,YAAYA,SAAS;YAClC,OAAOxC,IAAIG,MAAM,CAACqC,QAAQK,MAAM,CAAC1C,MAAM,EAAEC,IAAI,CAACoC,QAAQK,MAAM,CAACtC,IAAI;QACnE;QACA,MAAMuC,QAAQN,WAAW,WAAWA,UAAUA,QAAQM,KAAK,GAAG;QAE9D,MAAMC,YAAYtB,UACfK,UAAU,CAAC,QACXC,GAAG,CAACJ,OACJG,UAAU,CAACnC,gBAAgBqD,cAAc;QAC5C,MAAMC,KAAK7D;QACX,MAAM8D,UAAU,MAAMzB,UAAU0B,cAAc,CAAC,OAAOC;YACpD,MAAM,CAACC,QAAQC,SAAS,GAAG,MAAMC,QAAQC,GAAG,CAAC;gBAC3CJ,YAAYnB,GAAG,CAACc,UAAUhB,GAAG,CAACvB;gBAC9B4C,YAAYnB,GAAG,CAACc,UAAUU,MAAM,CAAC;aAClC;YACD,IAAI,CAACJ,OAAOnB,MAAM,EAAE;gBAClB,OAAO;oBAAE/B,QAAQ;oBAAcI,MAAM;wBAAEF,OAAO;oBAAmB;gBAAE;YACrE;YACA,IAAIiD,SAASI,IAAI,IAAI1E,2BAA2B;gBAC9C,OAAO;oBACLmB,QAAQ;oBACRI,MAAM;wBACJF,OACE,CAAC,qBAAqB,EAAErB,0BAA0B,mBAAmB,CAAC,GACtE;oBACJ;gBACF;YACF;YACA,MAAM2E,WAAWzE,0BAA0BmE,OAAOO,IAAI;YACtD,MAAM/C,OAAO9B,oBACX6B,iBAAiB9B,qBAAqB6E,SAAS9C,IAAI,GACnDyC,SAASO,IAAI,CAACC,GAAG,CAAC,CAACC;oBAAeA;uBAAPtD,QAAOsD,WAAAA,IAAI9B,GAAG,CAAC,mBAAR8B,WAAmB;gBACrDpD,KAAK,CAAC,GAAG1B;YACX,MAAM+E,QAAQC,KAAKC,GAAG;YACtBd,YAAYe,MAAM,CAACpB,UAAUhB,GAAG,CAACkB,KAAK;gBACpCpC;gBACAuD,SAAST,SAASS,OAAO;gBACzB7D,MA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package/src/lib/server/erase-person.d.ts

@@ -0,0 +1,108 @@
+/**
+ * @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.
+ */
+import { type PluginApiHandler } from '@aglyn/aglyn/server';
+/** The route key, as `registerCrmConsoleApi` registers it. */
+export declare const CRM_ERASE_PERSON_ROUTE = "crm/erase-person";
+export interface ErasePersonRequestBody {
+    /**
+     * The site the request is filed from. At the organization level
+     * (AGL-2634) the record's own site, or absent for a contact no site has
+     * captured; a LEAD always names one, because a lead lives under its site.
+     */
+    hostId?: string;
+    /** The organization, at the organization level (AGL-2634). */
+    orgId?: string;
+    /**
+     * At most one of these names the record the request is filed from. Under
+     * a site exactly one does; at the organization level neither may, which
+     * files the request by `email` alone (AGL-2839).
+     */
+    contactId?: string;
+    leadId?: string;
+    /**
+     * The address as the admin typed it — the confirmation of a record's
+     * address, or, filed by address alone, the person the request is about.
+     */
+    email: string;
+    /** Filed by address alone: the address typed a second time. */
+    confirmEmail?: string;
+}
+export interface ErasePersonResponse {
+    ok: true;
+    requestId: string;
+    /** When the request entered the queue. */
+    pendingSinceMs: number;
+    /** True when a request for this person was already waiting; nothing was re-filed. */
+    alreadyPending: boolean;
+}
+/**
+ * `POST /api/crm/erase-person` — file a privacy erasure for one person
+ * (AGL-2623).
+ *
+ * ## Who may
+ *
+ * A workspace admin or owner — `canManageOrg` on the caller's org role —
+ * and nobody else. Not a site editor with the data permission, who can
+ * detach a contact from their own site but has no standing to remove the
+ * person from every site in the workspace; and not staff acting alone,
+ * because the workspace is the controller of this data and the instruction
+ * has to come from it. Staff who are also admins of the workspace pass on
+ * that role, as anyone would.
+ *
+ * ## What it does, and what it does not
+ *
+ * It files the request and closes the doors; it deletes nothing. The daily
+ * erasure job executes the sweep, so that a workspace's person erasures and
+ * its own erasure run through one job, one audit trail and one queue a
+ * staff member can watch. What happens here, in order:
+ *
+ *   1. The record named by the body is read and its address is what the
+ *      request is about — the body's address must match it, typed, so an
+ *      admin who opened the wrong record is stopped by the confirmation
+ *      rather than by luck.
+ *   2. The request document is written, or found already pending, in
+ *      which case nothing is re-filed and the caller is told so.
+ *   3. Every site of the workspace gets its suppression row NOW, not when
+ *      the job runs: from this moment a capture cannot rebuild the person.
+ *   4. The contact document and each site's lead are stamped with the
+ *      request time, so their pages can say "erasure pending" off the
+ *      document they already read.
+ *   5. The site's activity feed and the platform audit log each get a row
+ *      that names the record by id and the person by hash, never by
+ *      address.
+ *
+ * ## The organization variant (AGL-2634)
+ *
+ * `{ orgId, hostId?, contactId | leadId, email }` from the org-level hub:
+ * the same workspace admin, authorized by the org rather than through a
+ * site they name, so a contact no site captured can be erased from the
+ * page that lists it. The sweep is what it always was — every site of the
+ * org, found by `orgId` — and the row goes to the org's feed. A lead still
+ * names its site, because that is where a lead lives.
+ *
+ * ## By address alone (AGL-2839)
+ *
+ * `{ orgId, email, confirmEmail }` with no record, from the workspace's
+ * Privacy settings: the same workspace admin, for any person the workspace
+ * may hold — including one no page shows, since the CRM that lists records
+ * is included from Starter and a Free workspace has none of it. Nothing is
+ * read to file it: the sweep is keyed by the address, the markers are found
+ * by it, and the typed address must match its second typing, which is the
+ * confirmation a record's address gives the other variants. No plan is
+ * asked on any variant: erasure is an obligation, not a CRM feature.
+ */
+export declare const crmErasePersonHandler: PluginApiHandler;