@aglyn/plugins-crm 1.0.0-beta.160 → 1.0.0-beta.162

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

@@ -14,7 +14,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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 { buildCrmEmailActivity, contactCaptureHostIds, CRM_ACTIVITY_LOG_FULL_MESSAGE, CRM_COLLECTIONS, CRM_EMAIL_BODY_MAX, CRM_EMAIL_CONTEXT, CRM_EMAIL_SUBJECT_MAX, crmActivityLogHasRoom, crmEmailDeliveryTags, crmMergeFieldsIn, crmScopeTokens, isOrgWideMember, normalizeContactEmail, readContactFacet, readMarketingBasis, renderCrmMergeFields, resolveOrgEntitlements, visibleToHost } from "@aglyn/aglyn/server";
+ */ import { buildCrmEmailActivity, contactCaptureHostIds, CRM_ACTIVITY_LOG_FULL_MESSAGE, CRM_COLLECTIONS, CRM_EMAIL_BODY_MAX, CRM_EMAIL_CONTEXT, CRM_EMAIL_SUBJECT_MAX, crmActivityLogHasRoom, crmEmailDeliveryTags, emailStateRefusal, crmMergeFieldsIn, crmScopeTokens, isOrgWideMember, normalizeContactEmail, readContactFacet, readEmailState, readMarketingBasis, renderCrmMergeFields, resolveOrgEntitlements, visibleToHost } from "@aglyn/aglyn/server";
 import { isEmailConfigured, sendEmail, sendFailureReason } from "@aglyn/shared-util-email";
 import { consentGroupForSite, consumeRateLimit, countCrmActivitiesForRecord, filterSendableForHost, firebaseAdmin, getHostDocAdmin, getOrgForHost, hostSendingIdentity, logOrgActivity, memberHasOrgPermission, newCrmActivityRef, orgDataCollectionForHost, readOrgEmailRamp, recordEmailSends, releaseCrmEmailSend, reserveCrmEmailSend, resolveOrgMembership, writeCrmEmailActivity } from "@aglyn/tenant-data-admin";
 import { isRefusedIdToken } from "@aglyn/tenant-data-admin/server/id-token-refusal";
@@ -502,6 +502,15 @@ export const crmEmailSendHandler = async (req, res)=>{
                 reason: 'declined'
             }));
         }
+        // The record's own verdict (AGL-3245): what the lists hold, in the words
+        // the page shows — a bounce, a gateway block, a do-not-contact mark the
+        // suppression lists do not carry.
+        const stateRefusal = emailStateRefusal(readEmailState(recipient.record));
+        if (stateRefusal) {
+            return answer(res, refuse(409, stateRefusal, {
+                reason: 'email-state'
+            }));
+        }
         if (!isEmailConfigured()) {
             return answer(res, refuse(501, 'Email is not configured on this deployment.', {
                 reason: 'unconfigured'

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

@@ -1 +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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+{"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  emailStateRefusal,\n  type CrmMergeContext,\n  crmMergeFieldsIn,\n  crmScopeTokens,\n  isOrgWideMember,\n  normalizeContactEmail,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  type PluginApiResponse,\n  readContactFacet,\n  readEmailState,\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    // The record's own verdict (AGL-3245): what the lists hold, in the words\n    // the page shows — a bounce, a gateway block, a do-not-contact mark the\n    // suppression lists do not carry.\n    const stateRefusal = emailStateRefusal(readEmailState(recipient.record))\n    if (stateRefusal) {\n      return answer(res, refuse(409, stateRefusal, { reason: 'email-state' }))\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: recipient.link.leadId, name: recipient.email },\n      )\n    }\n    res.status(200).json({\n      ok: true,\n      activityId: activityRef.id,\n      to: recipient.email,\n      from: identity.from,\n      logged,\n    })\n  } catch (error) {\n    console.error('[crm] email-send failed', routeScope, error)\n    res.status(500).json({ error: 'The email could not be sent.' })\n  }\n}\n\nexport default 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package/src/lib/server/record-email-state.d.ts

@@ -0,0 +1,52 @@
+/**
+ * @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 PluginRecordEmailStateWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state';
+/**
+ * THE CRM'S WRITER ON THE CORE'S RECORD EMAIL-STATE SEAM (AGL-3245).
+ *
+ * A sender filed a verdict on an address — the outreach runtime's bounce,
+ * the campaign webhook's complaint, a member's do-not-contact mark, the
+ * unsubscribe link — and says so here; this writes it onto every record
+ * the address is, as `emailState`, so the record a person reads and the
+ * lists a send consults agree.
+ *
+ * One address can be several records: the contact the organization holds
+ * (found through the address index, `findContactByEmail`), and a lead on
+ * each site the organization owns — leads are keyed by `personKey`, so a
+ * lead is addressed directly under every host. All of them are stamped;
+ * the verdict is about the address, not about which record a rep opened.
+ * A caller that knows only the site reads the organization off it.
+ *
+ * The write keeps the STRONGER verdict (`nextEmailState`): a member's
+ * do-not-contact mark is not undone by a later bounce, and `ok` lands only
+ * when a caller forces it. `updatedAt` is left alone — a verdict is
+ * something that happened to the person, not an edit the team made, and a
+ * list sorted on recency must not reshuffle on a bounce.
+ *
+ * Never throws: the list is the control, and a record that could not be
+ * stamped is a chip a page goes without, logged.
+ */
+type Firestore = FirebaseFirestore.Firestore;
+export interface CrmRecordEmailStateDeps {
+    firestore(): Firestore;
+}
+export declare function createCrmRecordEmailStateWriter(deps: CrmRecordEmailStateDeps): PluginRecordEmailStateWriter;
+/** The platform's own dependencies. Specs build their own. */
+export declare function defaultCrmRecordEmailStateDeps(): CrmRecordEmailStateDeps;
+/** Registers the CRM as the workspace's record system on the email-state seam. */
+export declare function registerCrmRecordEmailStateWriter(deps?: CrmRecordEmailStateDeps): void;
+export {};

package/src/lib/server/record-email-state.js

@@ -0,0 +1,118 @@
+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.
+ */ import { registerPluginRecordEmailStateWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-email-state";
+import { EMAIL_STATE_FIELD, nextEmailState, normalizeContactEmail, personKey, readEmailState } from "@aglyn/aglyn/server";
+import { findContactByEmail, firebaseAdmin } from "@aglyn/tenant-data-admin";
+import { BUNDLE_ID } from "../constants/bundle-common.js";
+const NONE = {
+    records: 0
+};
+/** The sites an organization owns, by id: `hosts` where `orgId` is the org's. */ async function orgHostIds(firestore, orgId) {
+    const hosts = await firestore.collection('hosts').where('orgId', '==', orgId).select().get();
+    return hosts.docs.map((doc)=>doc.id);
+}
+/**
+ * Applies the verdict to one record; answers whether it moved. A read then
+ * a merge rather than a transaction: two verdicts landing together each
+ * compare against a state at least as old as their own, and the ranking
+ * makes the order of two writes of the same rank immaterial.
+ */ async function stampRecord(ref, incoming, force) {
+    const snapshot = await ref.get();
+    if (!snapshot.exists) return false;
+    const current = readEmailState(snapshot.data());
+    const next = nextEmailState(current, incoming, {
+        force
+    });
+    // The current verdict stood, or the same verdict arrived again — a second
+    // run of the caller — and there is nothing to write.
+    if (next === current || current && next.status === current.status && next.atMs === current.atMs && next.source === current.source && next.detail === current.detail) {
+        return false;
+    }
+    await ref.set({
+        [EMAIL_STATE_FIELD]: next
+    }, {
+        merge: true
+    });
+    return true;
+}
+/** The organization a request names, or the one its site belongs to. */ async function resolveOrgId(firestore, request) {
+    var _request_orgId, _request_hostId, _host_get;
+    const named = String((_request_orgId = request.orgId) != null ? _request_orgId : '').trim();
+    if (named) return named;
+    const hostId = String((_request_hostId = request.hostId) != null ? _request_hostId : '').trim();
+    if (!hostId) return '';
+    const host = await firestore.collection('hosts').doc(hostId).get();
+    return host.exists ? String((_host_get = host.get('orgId')) != null ? _host_get : '') : '';
+}
+export function createCrmRecordEmailStateWriter(deps) {
+    return {
+        async stamp (request) {
+            const email = normalizeContactEmail(request.email);
+            const key = email ? personKey(email) : null;
+            if (!email || !key) return NONE;
+            const firestore = deps.firestore();
+            let orgId;
+            try {
+                orgId = await resolveOrgId(firestore, request);
+            } catch (error) {
+                console.error('[crm] the site’s organization could not be read for an email state', request.hostId, error);
+                return NONE;
+            }
+            if (!orgId) return NONE;
+            const state = _extends({
+                status: request.state.status,
+                atMs: Number.isFinite(request.state.atMs) && request.state.atMs > 0 ? request.state.atMs : Date.now(),
+                source: request.state.source,
+                detail: request.state.detail ? String(request.state.detail).replace(/\s+/g, ' ').trim().slice(0, 500) : null
+            }, request.state.enrollmentId ? {
+                enrollmentId: request.state.enrollmentId
+            } : {});
+            const force = request.force === true;
+            let records = 0;
+            try {
+                const contacts = firestore.collection('orgs').doc(orgId).collection('contacts');
+                const contact = await findContactByEmail(contacts, email);
+                if (contact && await stampRecord(contact.ref, state, force)) records += 1;
+            } catch (error) {
+                console.error('[crm] the contact could not be stamped with an email state', orgId, error);
+            }
+            try {
+                for (const hostId of (await orgHostIds(firestore, orgId))){
+                    const lead = firestore.collection('hosts').doc(hostId).collection('leads').doc(key);
+                    if (await stampRecord(lead, state, force)) records += 1;
+                }
+            } catch (error) {
+                console.error('[crm] the leads could not be stamped with an email state', orgId, error);
+            }
+            return {
+                records
+            };
+        }
+    };
+}
+/** The platform's own dependencies. Specs build their own. */ export function defaultCrmRecordEmailStateDeps() {
+    return {
+        firestore: ()=>firebaseAdmin.app().firestore()
+    };
+}
+/** Registers the CRM as the workspace's record system on the email-state seam. */ export function registerCrmRecordEmailStateWriter(deps = defaultCrmRecordEmailStateDeps()) {
+    registerPluginRecordEmailStateWriter(createCrmRecordEmailStateWriter(deps), {
+        pluginId: BUNDLE_ID
+    });
+}
+
+//# sourceMappingURL=record-email-state.js.map

package/src/lib/server/record-email-state.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-email-state.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  registerPluginRecordEmailStateWriter,\n  type PluginRecordEmailStateReport,\n  type PluginRecordEmailStateRequest,\n  type PluginRecordEmailStateWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  EMAIL_STATE_FIELD,\n  nextEmailState,\n  normalizeContactEmail,\n  personKey,\n  readEmailState,\n  type EmailState,\n} from '@aglyn/aglyn/server'\nimport { findContactByEmail, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD EMAIL-STATE SEAM (AGL-3245).\n *\n * A sender filed a verdict on an address — the outreach runtime's bounce,\n * the campaign webhook's complaint, a member's do-not-contact mark, the\n * unsubscribe link — and says so here; this writes it onto every record\n * the address is, as `emailState`, so the record a person reads and the\n * lists a send consults agree.\n *\n * One address can be several records: the contact the organization holds\n * (found through the address index, `findContactByEmail`), and a lead on\n * each site the organization owns — leads are keyed by `personKey`, so a\n * lead is addressed directly under every host. All of them are stamped;\n * the verdict is about the address, not about which record a rep opened.\n * A caller that knows only the site reads the organization off it.\n *\n * The write keeps the STRONGER verdict (`nextEmailState`): a member's\n * do-not-contact mark is not undone by a later bounce, and `ok` lands only\n * when a caller forces it. `updatedAt` is left alone — a verdict is\n * something that happened to the person, not an edit the team made, and a\n * list sorted on recency must not reshuffle on a bounce.\n *\n * Never throws: the list is the control, and a record that could not be\n * stamped is a chip a page goes without, logged.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordEmailStateDeps {\n  firestore(): Firestore\n}\n\nconst NONE: PluginRecordEmailStateReport = { records: 0 }\n\n/** The sites an organization owns, by id: `hosts` where `orgId` is the org's. */\nasync function orgHostIds(firestore: Firestore, orgId: string): Promise<string[]> {\n  const hosts = await firestore.collection('hosts').where('orgId', '==', orgId).select().get()\n  return hosts.docs.map((doc) => doc.id)\n}\n\n/**\n * Applies the verdict to one record; answers whether it moved. A read then\n * a merge rather than a transaction: two verdicts landing together each\n * compare against a state at least as old as their own, and the ranking\n * makes the order of two writes of the same rank immaterial.\n */\nasync function stampRecord(\n  ref: FirebaseFirestore.DocumentReference,\n  incoming: EmailState,\n  force: boolean,\n): Promise<boolean> {\n  const snapshot = await ref.get()\n  if (!snapshot.exists) return false\n  const current = readEmailState(snapshot.data() as Record<string, unknown>)\n  const next = nextEmailState(current, incoming, { force })\n  // The current verdict stood, or the same verdict arrived again — a second\n  // run of the caller — and there is nothing to write.\n  if (\n    next === current ||\n    (current &&\n      next.status === current.status &&\n      next.atMs === current.atMs &&\n      next.source === current.source &&\n      next.detail === current.detail)\n  ) {\n    return false\n  }\n  await ref.set({ [EMAIL_STATE_FIELD]: next }, { merge: true })\n  return true\n}\n\n/** The organization a request names, or the one its site belongs to. */\nasync function resolveOrgId(firestore: Firestore, request: PluginRecordEmailStateRequest): Promise<string> {\n  const named = String(request.orgId ?? '').trim()\n  if (named) return named\n  const hostId = String(request.hostId ?? '').trim()\n  if (!hostId) return ''\n  const host = await firestore.collection('hosts').doc(hostId).get()\n  return host.exists ? String(host.get('orgId') ?? '') : ''\n}\n\nexport function createCrmRecordEmailStateWriter(deps: CrmRecordEmailStateDeps): PluginRecordEmailStateWriter {\n  return {\n    async stamp(request) {\n      const email = normalizeContactEmail(request.email)\n      const key = email ? personKey(email) : null\n      if (!email || !key) return NONE\n      const firestore = deps.firestore()\n      let orgId: string\n      try {\n        orgId = await resolveOrgId(firestore, request)\n      } catch (error) {\n        console.error('[crm] the site’s organization could not be read for an email state', request.hostId, error)\n        return NONE\n      }\n      if (!orgId) return NONE\n      const state: EmailState = {\n        status: request.state.status,\n        atMs: Number.isFinite(request.state.atMs) && request.state.atMs > 0 ? request.state.atMs : Date.now(),\n        source: request.state.source,\n        detail: request.state.detail\n          ? String(request.state.detail).replace(/\\s+/g, ' ').trim().slice(0, 500)\n          : null,\n        ...(request.state.enrollmentId ? { enrollmentId: request.state.enrollmentId } : {}),\n      }\n      const force = request.force === true\n      let records = 0\n      try {\n        const contacts = firestore.collection('orgs').doc(orgId).collection('contacts')\n        const contact = await findContactByEmail(contacts, email)\n        if (contact && (await stampRecord(contact.ref, state, force))) records += 1\n      } catch (error) {\n        console.error('[crm] the contact could not be stamped with an email state', orgId, error)\n      }\n      try {\n        for (const hostId of await orgHostIds(firestore, orgId)) {\n          const lead = firestore.collection('hosts').doc(hostId).collection('leads').doc(key)\n          if (await stampRecord(lead, state, force)) records += 1\n        }\n      } catch (error) {\n        console.error('[crm] the leads could not be stamped with an email state', orgId, error)\n      }\n      return { records }\n    },\n  }\n}\n\n/** The platform's own dependencies. Specs build their own. */\nexport function defaultCrmRecordEmailStateDeps(): CrmRecordEmailStateDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() }\n}\n\n/** Registers the CRM as the workspace's record system on the email-state seam. */\nexport function registerCrmRecordEmailStateWriter(\n  deps: CrmRecordEmailStateDeps = defaultCrmRecordEmailStateDeps(),\n): void {\n  registerPluginRecordEmailStateWriter(createCrmRecordEmailStateWriter(deps), { pluginId: BUNDLE_ID })\n}\n"],"names":["registerPluginRecordEmailStateWriter","EMAIL_STATE_FIELD","nextEmailState","normalizeContactEmail","personKey","readEmailState","findContactByEmail","firebaseAdmin","BUNDLE_ID","NONE","records","orgHostIds","firestore","orgId","hosts","collection","where","select","get","docs","map","doc","id","stampRecord","ref","incoming","force","snapshot","exists","current","data","next","status","atMs","source","detail","set","merge","resolveOrgId","request","host","named","String","trim","hostId","createCrmRecordEmailStateWriter","deps","stamp","email","key","error","console","state","Number","isFinite","Date","now","replace","slice","enrollmentId","contacts","contact","lead","defaultCrmRecordEmailStateDeps","app","registerCrmRecordEmailStateWriter","pluginId"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,oCAAoC,QAI/B,wDAAuD;AAC9D,SACEC,iBAAiB,EACjBC,cAAc,EACdC,qBAAqB,EACrBC,SAAS,EACTC,cAAc,QAET,sBAAqB;AAC5B,SAASC,kBAAkB,EAAEC,aAAa,QAAQ,2BAA0B;AAC5E,SAASC,SAAS,QAAQ,gCAA4B;AAkCtD,MAAMC,OAAqC;IAAEC,SAAS;AAAE;AAExD,+EAA+E,GAC/E,eAAeC,WAAWC,SAAoB,EAAEC,KAAa;IAC3D,MAAMC,QAAQ,MAAMF,UAAUG,UAAU,CAAC,SAASC,KAAK,CAAC,SAAS,MAAMH,OAAOI,MAAM,GAAGC,GAAG;IAC1F,OAAOJ,MAAMK,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQA,IAAIC,EAAE;AACvC;AAEA;;;;;CAKC,GACD,eAAeC,YACbC,GAAwC,EACxCC,QAAoB,EACpBC,KAAc;IAEd,MAAMC,WAAW,MAAMH,IAAIN,GAAG;IAC9B,IAAI,CAACS,SAASC,MAAM,EAAE,OAAO;IAC7B,MAAMC,UAAUxB,eAAesB,SAASG,IAAI;IAC5C,MAAMC,OAAO7B,eAAe2B,SAASJ,UAAU;QAAEC;IAAM;IACvD,0EAA0E;IAC1E,qDAAqD;IACrD,IACEK,SAASF,WACRA,WACCE,KAAKC,MAAM,KAAKH,QAAQG,MAAM,IAC9BD,KAAKE,IAAI,KAAKJ,QAAQI,IAAI,IAC1BF,KAAKG,MAAM,KAAKL,QAAQK,MAAM,IAC9BH,KAAKI,MAAM,KAAKN,QAAQM,MAAM,EAChC;QACA,OAAO;IACT;IACA,MAAMX,IAAIY,GAAG,CAAC;QAAE,CAACnC,kBAAkB,EAAE8B;IAAK,GAAG;QAAEM,OAAO;IAAK;IAC3D,OAAO;AACT;AAEA,sEAAsE,GACtE,eAAeC,aAAa1B,SAAoB,EAAE2B,OAAsC;QACjEA,gBAECA,iBAGMC;IAL5B,MAAMC,QAAQC,QAAOH,iBAAAA,QAAQ1B,KAAK,YAAb0B,iBAAiB,IAAII,IAAI;IAC9C,IAAIF,OAAO,OAAOA;IAClB,MAAMG,SAASF,QAAOH,kBAAAA,QAAQK,MAAM,YAAdL,kBAAkB,IAAII,IAAI;IAChD,IAAI,CAACC,QAAQ,OAAO;IACpB,MAAMJ,OAAO,MAAM5B,UAAUG,UAAU,CAAC,SAASM,GAAG,CAACuB,QAAQ1B,GAAG;IAChE,OAAOsB,KAAKZ,MAAM,GAAGc,QAAOF,YAAAA,KAAKtB,GAAG,CAAC,oBAATsB,YAAqB,MAAM;AACzD;AAEA,OAAO,SAASK,gCAAgCC,IAA6B;IAC3E,OAAO;QACL,MAAMC,OAAMR,OAAO;YACjB,MAAMS,QAAQ7C,sBAAsBoC,QAAQS,KAAK;YACjD,MAAMC,MAAMD,QAAQ5C,UAAU4C,SAAS;YACvC,IAAI,CAACA,SAAS,CAACC,KAAK,OAAOxC;YAC3B,MAAMG,YAAYkC,KAAKlC,SAAS;YAChC,IAAIC;YACJ,IAAI;gBACFA,QAAQ,MAAMyB,aAAa1B,WAAW2B;YACxC,EAAE,OAAOW,OAAO;gBACdC,QAAQD,KAAK,CAAC,sEAAsEX,QAAQK,MAAM,EAAEM;gBACpG,OAAOzC;YACT;YACA,IAAI,CAACI,OAAO,OAAOJ;YACnB,MAAM2C,QAAoB;gBACxBpB,QAAQO,QAAQa,KAAK,CAACpB,MAAM;gBAC5BC,MAAMoB,OAAOC,QAAQ,CAACf,QAAQa,KAAK,CAACnB,IAAI,KAAKM,QAAQa,KAAK,CAACnB,IAAI,GAAG,IAAIM,QAAQa,KAAK,CAACnB,IAAI,GAAGsB,KAAKC,GAAG;gBACnGtB,QAAQK,QAAQa,KAAK,CAAClB,MAAM;gBAC5BC,QAAQI,QAAQa,KAAK,CAACjB,MAAM,GACxBO,OAAOH,QAAQa,KAAK,CAACjB,MAAM,EAAEsB,OAAO,CAAC,QAAQ,KAAKd,IAAI,GAAGe,KAAK,CAAC,GAAG,OAClE;eACAnB,QAAQa,KAAK,CAACO,YAAY,GAAG;gBAAEA,cAAcpB,QAAQa,KAAK,CAACO,YAAY;YAAC,IAAI,CAAC;YAEnF,MAAMjC,QAAQa,QAAQb,KAAK,KAAK;YAChC,IAAIhB,UAAU;YACd,IAAI;gBACF,MAAMkD,WAAWhD,UAAUG,UAAU,CAAC,QAAQM,GAAG,CAACR,OAAOE,UAAU,CAAC;gBACpE,MAAM8C,UAAU,MAAMvD,mBAAmBsD,UAAUZ;gBACnD,IAAIa,WAAY,MAAMtC,YAAYsC,QAAQrC,GAAG,EAAE4B,OAAO1B,QAAShB,WAAW;YAC5E,EAAE,OAAOwC,OAAO;gBACdC,QAAQD,KAAK,CAAC,8DAA8DrC,OAAOqC;YACrF;YACA,IAAI;gBACF,KAAK,MAAMN,UAAU,CAAA,MAAMjC,WAAWC,WAAWC,MAAK,EAAG;oBACvD,MAAMiD,OAAOlD,UAAUG,UAAU,CAAC,SAASM,GAAG,CAACuB,QAAQ7B,UAAU,CAAC,SAASM,GAAG,CAAC4B;oBAC/E,IAAI,MAAM1B,YAAYuC,MAAMV,OAAO1B,QAAQhB,WAAW;gBACxD;YACF,EAAE,OAAOwC,OAAO;gBACdC,QAAQD,KAAK,CAAC,4DAA4DrC,OAAOqC;YACnF;YACA,OAAO;gBAAExC;YAAQ;QACnB;IACF;AACF;AAEA,4DAA4D,GAC5D,OAAO,SAASqD;IACd,OAAO;QAAEnD,WAAW,IAAML,cAAcyD,GAAG,GAAGpD,SAAS;IAAG;AAC5D;AAEA,gFAAgF,GAChF,OAAO,SAASqD,kCACdnB,OAAgCiB,gCAAgC;IAEhE/D,qCAAqC6C,gCAAgCC,OAAO;QAAEoB,UAAU1D;IAAU;AACpG"}

package/src/lib/server/record-timeline.d.ts

@@ -33,7 +33,11 @@ import { type PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plu
  *  4. anything else — a note, a task — is filed under the caller's own key,
  *     hashed with the caller's plugin id, and written once the same way;
  *  5. a record at its activity ceiling is refused with the sentence every
- *     CRM writer answers with, before anything is written.
+ *     CRM writer answers with, before anything is written;
+ *  6. a bounce or a complaint on a filed email (AGL-3245) advances that
+ *     email's own delivery state — the row the send was filed under, found
+ *     by its `Message-ID` — exactly as the campaign webhook advances one,
+ *     so the timeline reads Sent, then Bounced, with what the server said.
  *
  * Each entry names the plugin that filed it (`sourcePluginId`), and a task's
  * `nextTaskAtMs` is recomputed on the records it names, as every server

package/src/lib/server/record-timeline.js

@@ -16,7 +16,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * limitations under the License.
  */ import { registerPluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
 import { buildCrmCapturedEmailActivity, checkEntitlement, consentGroupForHost, CRM_ACTIVITY_LOG_FULL_MESSAGE, CRM_COLLECTIONS, crmActivityLogHasRoom, crmCapturedEmailKey, crmScopeTokens, crmTaskReminderAfterEdit, isCrmActivityKind, isCrmTaskKind } from "@aglyn/aglyn/server";
-import { countCrmActivitiesForRecord, createCrmEmailActivity, crmActivityRef, crmCapturedEmailActivityRef, firebaseAdmin, recomputeCrmNextTaskAt } from "@aglyn/tenant-data-admin";
+import { countCrmActivitiesForRecord, createCrmEmailActivity, crmActivityRef, crmCapturedEmailActivityRef, firebaseAdmin, recomputeCrmNextTaskAt, recordCrmEmailDelivery } from "@aglyn/tenant-data-admin";
 import { createHash } from "crypto";
 import { FieldValue } from "firebase-admin/firestore";
 import { BUNDLE_ID } from "../constants/bundle-common.js";
@@ -200,6 +200,31 @@ export function createCrmRecordTimelineWriter(deps) {
                 id: ref.id,
                 created
             };
+        },
+        async recordEmailDelivery (request) {
+            var _request_orgId, _request_detail;
+            const orgId = String((_request_orgId = request.orgId) != null ? _request_orgId : '').trim();
+            const key = crmCapturedEmailKey(request.messageId, null);
+            if (!orgId || !key) return refuse(400, 'A delivery names its organization and the email’s Message-ID.');
+            if (request.state !== 'bounced' && request.state !== 'complained') {
+                return refuse(400, `"${String(request.state)}" isn't a delivery failure.`);
+            }
+            const firestore = deps.firestore();
+            const ref = crmCapturedEmailActivityRef(firestore, orgId, key);
+            const outcome = await recordCrmEmailDelivery(firestore, {
+                orgId,
+                activityId: ref.id,
+                state: request.state,
+                atMs: request.atMs,
+                detail: (_request_detail = request.detail) != null ? _request_detail : null
+            });
+            if (outcome === 'missing') return refuse(404, 'No email by that Message-ID is filed here.');
+            if (outcome === 'failed') return refuse(409, 'The delivery state could not be written.');
+            return {
+                ok: true,
+                id: ref.id,
+                created: outcome === 'advanced'
+            };
         }
     };
 }