@aglyn/plugins-outreach 1.0.0-beta.151 → 1.0.0-beta.153

package/src/lib/routes/enroll-routes.js

@@ -15,7 +15,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
-import { CRM_COLLECTIONS, crmViewIsListed, normalizeCrmViewFilters } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_COLLECTIONS, crmLeadStatus, crmViewIsListed, isCrmLeadOpen, normalizeCrmViewFilters } from "@aglyn/aglyn/app-utils/crm";
 import { dynamicListDimensionsForCrmView } from "@aglyn/aglyn/app-utils/dynamic-list-rule";
 import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
 import { buildOutreachEnrollment, planOutreachFirstDue } from "../engine/enrollment-state.js";
@@ -94,28 +94,45 @@ async function enrollContext(firestore, caller, sequence) {
         siteName: host.exists ? String((_host_get = host.get('name')) != null ? _host_get : '') : ''
     };
 }
-/** The candidates, the enrollments they already have here, and the gates' lookups. */ async function readPeople(firestore, caller, sequence, context, contactIds) {
+/**
+ * The candidates, the enrollments they already have here, and the gates'
+ * lookups — every map keyed by the person's own id.
+ *
+ * "Already in this sequence" is answered two ways (AGL-3234): by the id the
+ * person's enrollment would have, and by any enrollment in this sequence
+ * that carries the person's ADDRESS. The second is what keeps a contact
+ * from being enrolled beside the lead they were converted from: the lead's
+ * enrollment followed them, under the lead's key, and still names them.
+ */ async function readPeople(firestore, caller, sequence, context, people) {
     const candidates = await readOutreachEnrollCandidates(firestore, {
         orgId: caller.orgId,
         hostId: sequence.hostId,
         contactGroupId: context.contactGroupId,
-        contactIds
+        people
     });
     const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments');
-    const existing = candidates.length ? await firestore.getAll(...candidates.map((candidate)=>enrollments.doc(outreachEnrollmentId(sequence.id, candidate.contactId)))) : [];
+    const existing = candidates.length ? await firestore.getAll(...candidates.map((candidate)=>enrollments.doc(outreachEnrollmentId(sequence.id, candidate.personId)))) : [];
     const enrolledHere = new Set(candidates.filter((_candidate, index)=>{
         var _existing_index;
         return (_existing_index = existing[index]) == null ? void 0 : _existing_index.exists;
-    }).map((candidate)=>candidate.contactId));
+    }).map((candidate)=>candidate.personId));
     const askable = candidates.filter((candidate)=>candidate.contact && candidate.visible && candidate.email);
     const lookups = askable.length ? await readOutreachGateLookups(firestore, {
         orgId: caller.orgId,
         hostId: sequence.hostId,
         people: askable.map((candidate)=>({
-                contactId: candidate.contactId,
+                personId: candidate.personId,
+                contactId: candidate.contactId || null,
+                leadId: candidate.leadId,
                 email: String(candidate.email)
             }))
     }) : new Map();
+    for (const candidate of askable){
+        var _ref;
+        var _lookups_get;
+        const open = (_ref = (_lookups_get = lookups.get(candidate.personId)) == null ? void 0 : _lookups_get.openEnrollments) != null ? _ref : [];
+        if (open.some((entry)=>entry.sequenceId === sequence.id)) enrolledHere.add(candidate.personId);
+    }
     return {
         candidates,
         enrolledHere,
@@ -125,18 +142,50 @@ async function enrollContext(firestore, caller, sequence) {
 const uniqueIds = (values)=>Array.isArray(values) ? [
         ...new Set(values.map(readOutreachDocumentId).filter((id)=>id !== null))
     ] : [];
+/** The most leads a saved Leads view reads — the Leads list's own window. */ const LEADS_VIEW_WINDOW = 200;
+/**
+ * The people a saved LEADS view selects (AGL-3234): the sequence's site's
+ * most recently seen leads, narrowed by the view's status clause the way
+ * the Leads list narrows its window — open leads when the view names no
+ * status, one status when it does, everything for `all`. A lead is the
+ * site's own, so there is no address to resolve: the person key IS the id.
+ */ async function leadsViewPeople(firestore, sequence, filters) {
+    var _ref;
+    const statusClause = filters.find((clause)=>clause.field === 'status' && clause.op === 'equals');
+    const wanted = String((_ref = statusClause == null ? void 0 : statusClause.value) != null ? _ref : 'open');
+    const window = await firestore.collection('hosts').doc(sequence.hostId).collection('leads').orderBy('lastSeenAtMs', 'desc').limit(LEADS_VIEW_WINDOW + 1).get();
+    const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc)=>{
+        const lead = doc.data();
+        if (wanted === 'all') return true;
+        if (wanted === 'open') return isCrmLeadOpen(lead) && !lead['convertedContactId'];
+        return crmLeadStatus(lead) === wanted;
+    });
+    return {
+        people: matching.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((doc)=>({
+                kind: 'lead',
+                id: doc.id
+            })),
+        total: matching.length,
+        truncated: matching.length > OUTREACH_ENROLL_BATCH_MAX || window.docs.length > LEADS_VIEW_WINDOW
+    };
+}
 export function createOutreachEnrollRoutes(deps) {
     /**
-   * The contacts a source names, the batch limit applied: every contact a
-   * search picked, or the people a saved Contacts view selects at the
-   * sequence's site, found by address.
-   */ async function sourceContactIds(firestore, caller, sequence, source) {
+   * The people a source names, the batch limit applied: every contact a
+   * search picked, every lead picked from the sequence's site, or the
+   * people a saved Contacts or Leads view selects there — contacts found by
+   * address, leads by their own key.
+   */ async function sourcePeople(firestore, caller, sequence, source) {
         var _data_ownerUid;
-        if (source['kind'] === 'contacts') {
-            const ids = uniqueIds(source['contactIds']);
+        if (source['kind'] === 'contacts' || source['kind'] === 'leads') {
+            const kind = source['kind'] === 'leads' ? 'lead' : 'contact';
+            const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds']);
             if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.');
             return {
-                contactIds: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX),
+                people: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((id)=>({
+                        kind,
+                        id
+                    })),
                 total: ids.length,
                 truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX
             };
@@ -155,8 +204,11 @@ export function createOutreachEnrollRoutes(deps) {
         }, caller.uid)) {
             return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.');
         }
+        if (data['section'] === 'leads') {
+            return leadsViewPeople(firestore, sequence, normalizeCrmViewFilters(data['filters']));
+        }
         if (data['section'] !== 'contacts') {
-            return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts.');
+            return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.');
         }
         const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']));
         if (unsupported.length) {
@@ -176,9 +228,12 @@ export function createOutreachEnrollRoutes(deps) {
                 hostId: sequence.hostId
             })));
         return {
-            contactIds: [
+            people: [
                 ...new Set(found.filter((snapshot)=>snapshot).map((snapshot)=>String(snapshot == null ? void 0 : snapshot.id)))
-            ],
+            ].map((id)=>({
+                    kind: 'contact',
+                    id
+                })),
             total: ordered.length,
             truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete
         };
@@ -194,20 +249,20 @@ export function createOutreachEnrollRoutes(deps) {
         const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId']);
         if (sequence instanceof Response) return sequence;
         const source = body['source'] && typeof body['source'] === 'object' ? body['source'] : {};
-        const named = await sourceContactIds(firestore, caller, sequence, source);
+        const named = await sourcePeople(firestore, caller, sequence, source);
         if (named instanceof Response) return named;
         const context = await enrollContext(firestore, caller, sequence);
-        const { candidates, enrolledHere, lookups } = await readPeople(firestore, caller, sequence, context, named.contactIds);
+        const { candidates, enrolledHere, lookups } = await readPeople(firestore, caller, sequence, context, named.people);
         const people = candidates.map((candidate)=>{
             var _lookups_get;
             return previewOutreachPerson({
                 candidate,
-                lookups: (_lookups_get = lookups.get(candidate.contactId)) != null ? _lookups_get : UNCHECKED,
+                lookups: (_lookups_get = lookups.get(candidate.personId)) != null ? _lookups_get : UNCHECKED,
                 settings: context.settings,
                 contactGroupId: context.contactGroupId
             }, {
                 siteName: context.siteName,
-                alreadyInSequence: enrolledHere.has(candidate.contactId)
+                alreadyInSequence: enrolledHere.has(candidate.personId)
             });
         });
         return outreachOk({
@@ -227,12 +282,23 @@ export function createOutreachEnrollRoutes(deps) {
         const firestore = deps.firestore();
         const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId']);
         if (sequence instanceof Response) return sequence;
+        // Each person once, by whichever record they are: a contact by id, or a
+        // lead by its key (AGL-3234). A person named both ways is a contact.
         const requested = new Map();
         for (const entry of Array.isArray(body['people']) ? body['people'] : []){
             const person = entry && typeof entry === 'object' ? entry : {};
             const contactId = readOutreachDocumentId(person['contactId']);
-            if (!contactId || requested.has(contactId)) continue;
-            requested.set(contactId, {
+            const leadId = readOutreachDocumentId(person['leadId']);
+            const ref = contactId ? {
+                kind: 'contact',
+                id: contactId
+            } : leadId ? {
+                kind: 'lead',
+                id: leadId
+            } : null;
+            if (!ref || requested.has(ref.id)) continue;
+            requested.set(ref.id, {
+                ref,
                 personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',
                 attestations: Array.isArray(person['attestations']) ? person['attestations'] : []
             });
@@ -257,41 +323,50 @@ export function createOutreachEnrollRoutes(deps) {
         }
         const context = await enrollContext(firestore, caller, sequence);
         const { candidates, enrolledHere, lookups } = await readPeople(firestore, caller, sequence, context, [
-            ...requested.keys()
-        ]);
+            ...requested.values()
+        ].map((entry)=>entry.ref));
         const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments');
         const results = await Promise.all(candidates.map(async (candidate)=>{
             var _requested_get, _lookups_get;
-            const supplied = (_requested_get = requested.get(candidate.contactId)) != null ? _requested_get : {
+            const named = {
+                personId: candidate.personId,
+                target: candidate.target,
+                contactId: candidate.contactId,
+                leadId: candidate.leadId
+            };
+            const supplied = (_requested_get = requested.get(candidate.personId)) != null ? _requested_get : {
                 personalLine: '',
                 attestations: []
             };
             const decision = decideOutreachEnrollment({
                 candidate,
-                lookups: (_lookups_get = lookups.get(candidate.contactId)) != null ? _lookups_get : UNCHECKED,
+                lookups: (_lookups_get = lookups.get(candidate.personId)) != null ? _lookups_get : UNCHECKED,
                 settings: context.settings,
                 contactGroupId: context.contactGroupId
             }, {
                 siteName: context.siteName,
-                alreadyInSequence: enrolledHere.has(candidate.contactId)
-            }, _extends({}, supplied, {
+                alreadyInSequence: enrolledHere.has(candidate.personId)
+            }, {
+                personalLine: supplied.personalLine,
+                attestations: supplied.attestations,
                 uid: caller.uid,
                 nowMs
-            }));
+            });
             if (!decision.allowed || !decision.email) {
-                return {
-                    contactId: candidate.contactId,
+                return _extends({}, named, {
                     email: candidate.email,
                     outcome: 'blocked',
                     blocks: decision.blocks
-                };
+                });
             }
-            const id = outreachEnrollmentId(sequence.id, candidate.contactId);
+            const id = outreachEnrollmentId(sequence.id, candidate.personId);
             const enrollment = buildOutreachEnrollment({
                 id,
                 sequence,
                 mailbox,
+                target: candidate.target,
                 contactId: candidate.contactId,
+                leadId: candidate.leadId,
                 contactName: candidate.name,
                 email: decision.email,
                 cold: decision.cold,
@@ -305,8 +380,7 @@ export function createOutreachEnrollRoutes(deps) {
                 await enrollments.doc(id).create(enrollment);
             } catch (error) {
                 if ((error == null ? void 0 : error.code) !== ALREADY_EXISTS) throw error;
-                return {
-                    contactId: candidate.contactId,
+                return _extends({}, named, {
                     email: candidate.email,
                     outcome: 'blocked',
                     blocks: [
@@ -315,14 +389,13 @@ export function createOutreachEnrollRoutes(deps) {
                             reason: "This person has already been in this sequence, so they won't be sent its emails again."
                         }
                     ]
-                };
+                });
             }
-            return {
-                contactId: candidate.contactId,
+            return _extends({}, named, {
                 email: decision.email,
                 outcome: 'enrolled',
                 enrollmentId: id
-            };
+            });
         }));
         const enrolled = results.filter((result)=>result.outcome === 'enrolled').length;
         if (enrolled) {

package/src/lib/routes/enroll-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.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 { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport {\n  CRM_COLLECTIONS,\n  crmViewIsListed,\n  normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { buildOutreachEnrollment, planOutreachFirstDue } from '../engine/enrollment-state'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport {\n  decideOutreachEnrollment,\n  previewOutreachPerson,\n  readOutreachEnrollCandidates,\n  type OutreachEnrollCandidate,\n  type OutreachGateQuestion,\n} from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollResponse,\n} from '../model/outreach-api'\nimport type { OutreachSequence } from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachEnrollmentId,\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET, type OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller, type OutreachRouteExtraPermission } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ENROLLING PEOPLE IN A SEQUENCE (AGL-2980): `outreach/enroll/preview` and\n * `outreach/enroll`.\n *\n * The preview reads the people a saved Contacts view or a search named —\n * at most {@link OUTREACH_ENROLL_BATCH_MAX} — and says where each stands:\n * eligible, blocked with the gate's own sentence, or waiting on the rep for\n * a personal line and the attestations only they can make. Confirm reads\n * everything again and asks the gates again with what the rep supplied,\n * because a preview is a picture of a moment: someone can unsubscribe\n * between the two, and a request can claim anything. Nothing the preview\n * answered is trusted by the enroll.\n *\n * Both read the CRM's people, so both ask for `data.manage` beside\n * `outreach.use` — the permission the contacts' own rules read with, so\n * Outreach is no side door into the address book.\n *\n * Only an ACTIVE sequence takes people: enrolling schedules the first step\n * in the mailbox's hours, and a draft's steps and a paused sequence's timing\n * are not yet what will be sent.\n */\n\n/** The permission enrolling reads the CRM with. */\nexport const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission = {\n  key: 'data.manage',\n  refusal: \"Enrolling reads your CRM's contacts, and your role does not include Manage data.\",\n}\n\n/** Everything enrolling reaches beyond the routes' own dependencies. */\nexport interface OutreachEnrollRouteDeps extends OutreachRouteDeps {\n  /**\n   * The addresses a saved Contacts view selects among one site's contacts,\n   * read the way the dynamic-list sweep reads one, and whether the read\n   * reached the whole view before its budget.\n   */\n  crmViewEmails(input: { hostId: string; viewId: string }): Promise<{ emails: string[]; complete: boolean }>\n}\n\nexport interface OutreachEnrollRoutes {\n  preview: PluginWebApiHandler\n  confirm: PluginWebApiHandler\n}\n\n/** The activity line an enroll writes. */\nexport function outreachEnrolledActivity(count: number): string {\n  return count === 1\n    ? 'Enrolled 1 person in a sequence'\n    : `Enrolled ${count} people in a sequence`\n}\n\n/** Lookups for a person the gates will never be asked about: every one unchecked. */\nconst UNCHECKED: OutreachGateLookups = {\n  platformSuppressed: null,\n  hostSuppressed: null,\n  salesTopicState: null,\n  doNotContact: null,\n  workspaceMembers: null,\n  openEnrollments: null,\n  hasInboundEmail: null,\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\nasync function loadActiveSequence(\n  firestore: Firestore,\n  orgId: string,\n  rawSequenceId: unknown,\n): Promise<Response | OutreachSequence> {\n  const sequenceId = readOutreachDocumentId(rawSequenceId)\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to enroll people in.')\n  const snapshot = await outreachOrgCollection(firestore, orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  if (sequence.status === 'archived') {\n    return outreachRefusal(409, 'sequence-archived', 'This sequence is archived and takes no one new.')\n  }\n  if (sequence.status !== 'active') {\n    return outreachRefusal(409, 'sequence-not-active', 'Activate this sequence before enrolling people.')\n  }\n  return sequence\n}\n\n/** What every person in one request is judged against. */\ninterface EnrollContext {\n  settings: OutreachGateQuestion['settings']\n  contactGroupId: string\n  siteName: string\n}\n\nasync function enrollContext(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n): Promise<EnrollContext> {\n  const [orgSettings, host] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    firestore.collection('hosts').doc(sequence.hostId).get(),\n  ])\n  return {\n    // The organization's countries are a ceiling over the sequence's.\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        orgSettings.allowedCountries,\n      ),\n    },\n    contactGroupId: consentGroupForHost(caller.org, sequence.hostId).groupId,\n    siteName: host.exists ? String(host.get('name') ?? '') : '',\n  }\n}\n\n/** The candidates, the enrollments they already have here, and the gates' lookups. */\nasync function readPeople(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n  context: EnrollContext,\n  contactIds: readonly string[],\n): Promise<{\n  candidates: OutreachEnrollCandidate[]\n  enrolledHere: Set<string>\n  lookups: Map<string, OutreachGateLookups>\n}> {\n  const candidates = await readOutreachEnrollCandidates(firestore, {\n    orgId: caller.orgId,\n    hostId: sequence.hostId,\n    contactGroupId: context.contactGroupId,\n    contactIds,\n  })\n  const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n  const existing = candidates.length\n    ? await firestore.getAll(\n        ...candidates.map((candidate) => enrollments.doc(outreachEnrollmentId(sequence.id, candidate.contactId))),\n      )\n    : []\n  const enrolledHere = new Set(\n    candidates.filter((_candidate, index) => existing[index]?.exists).map((candidate) => candidate.contactId),\n  )\n  const askable = candidates.filter((candidate) => candidate.contact && candidate.visible && candidate.email)\n  const lookups = askable.length\n    ? await readOutreachGateLookups(firestore, {\n        orgId: caller.orgId,\n        hostId: sequence.hostId,\n        people: askable.map((candidate) => ({ contactId: candidate.contactId, email: String(candidate.email) })),\n      })\n    : new Map<string, OutreachGateLookups>()\n  return { candidates, enrolledHere, lookups }\n}\n\nconst uniqueIds = (values: unknown): string[] =>\n  Array.isArray(values)\n    ? [...new Set(values.map(readOutreachDocumentId).filter((id): id is string => id !== null))]\n    : []\n\nexport function createOutreachEnrollRoutes(deps: OutreachEnrollRouteDeps): OutreachEnrollRoutes {\n  /**\n   * The contacts a source names, the batch limit applied: every contact a\n   * search picked, or the people a saved Contacts view selects at the\n   * sequence's site, found by address.\n   */\n  async function sourceContactIds(\n    firestore: Firestore,\n    caller: OutreachRouteCaller,\n    sequence: OutreachSequence,\n    source: Record<string, unknown>,\n  ): Promise<Response | { contactIds: string[]; total: number; truncated: boolean }> {\n    if (source['kind'] === 'contacts') {\n      const ids = uniqueIds(source['contactIds'])\n      if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n      return {\n        contactIds: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX),\n        total: ids.length,\n        truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX,\n      }\n    }\n    if (source['kind'] !== 'view') {\n      return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.')\n    }\n    const viewId = readOutreachDocumentId(source['viewId'])\n    const view = viewId\n      ? await firestore.collection('orgs').doc(caller.orgId).collection(CRM_COLLECTIONS.views).doc(viewId).get()\n      : null\n    const data = view?.exists ? (view.data() as Record<string, unknown>) : null\n    // A colleague's private view is theirs: it is not listed for this\n    // reader, so it does not exist for them here either.\n    if (\n      !viewId ||\n      !data ||\n      !crmViewIsListed({ shared: data['shared'] === true, ownerUid: String(data['ownerUid'] ?? '') }, caller.uid)\n    ) {\n      return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.')\n    }\n    if (data['section'] !== 'contacts') {\n      return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts.')\n    }\n    const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']))\n    if (unsupported.length) {\n      // Dropping the filter enrolling cannot read would enroll more people\n      // than the view shows, so the view is refused whole.\n      return outreachRefusal(\n        400,\n        'view-unsupported',\n        `This view filters on ${unsupported.map((clause) => clause.label || clause.field).join(', ')}, which enrolling can't apply. Pick another view, or search.`,\n      )\n    }\n    const { emails, complete } = await deps.crmViewEmails({ hostId: sequence.hostId, viewId })\n    const ordered = [...new Set(emails)].sort()\n    const contacts = firestore.collection('orgs').doc(caller.orgId).collection('contacts')\n    const found = await Promise.all(\n      ordered\n        .slice(0, OUTREACH_ENROLL_BATCH_MAX)\n        .map((email) => findContactByEmail(contacts, email, { hostId: sequence.hostId })),\n    )\n    return {\n      contactIds: [...new Set(found.filter((snapshot) => snapshot).map((snapshot) => String(snapshot?.id)))],\n      total: ordered.length,\n      truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete,\n    }\n  }\n\n  const preview: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n    const source = body['source'] && typeof body['source'] === 'object' ? (body['source'] as Record<string, unknown>) : {}\n    const named = await sourceContactIds(firestore, caller, sequence, source)\n    if (named instanceof Response) return named\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      named.contactIds,\n    )\n    const people = candidates.map((candidate) =>\n      previewOutreachPerson(\n        {\n          candidate,\n          lookups: lookups.get(candidate.contactId) ?? UNCHECKED,\n          settings: context.settings,\n          contactGroupId: context.contactGroupId,\n        },\n        { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.contactId) },\n      ),\n    )\n    return outreachOk({\n      ok: true,\n      people,\n      total: named.total,\n      truncated: named.truncated,\n    } satisfies OutreachEnrollPreviewResponse)\n  }\n\n  const confirm: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n\n    const requested = new Map<string, { personalLine: string; attestations: unknown[] }>()\n    for (const entry of Array.isArray(body['people']) ? body['people'] : []) {\n      const person = (entry && typeof entry === 'object' ? entry : {}) as Record<string, unknown>\n      const contactId = readOutreachDocumentId(person['contactId'])\n      if (!contactId || requested.has(contactId)) continue\n      requested.set(contactId, {\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n      })\n    }\n    if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n    if (requested.size > OUTREACH_ENROLL_BATCH_MAX) {\n      return outreachRefusal(\n        400,\n        'invalid-request',\n        `Enroll at most ${OUTREACH_ENROLL_BATCH_MAX} people at a time.`,\n      )\n    }\n\n    const mailboxSnapshot = sequence.mailboxId\n      ? await outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get()\n      : null\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    if (!mailbox || mailbox.status === 'disconnected') {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.\",\n      )\n    }\n    const nowMs = deps.now()\n    if (planOutreachFirstDue({ sequence, mailbox, enrolledAtMs: nowMs, random: deps.random }) === null) {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.\",\n      )\n    }\n\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      [...requested.keys()],\n    )\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const results: OutreachEnrollOutcome[] = await Promise.all(\n      candidates.map(async (candidate): Promise<OutreachEnrollOutcome> => {\n        const supplied = requested.get(candidate.contactId) ?? { personalLine: '', attestations: [] }\n        const decision = decideOutreachEnrollment(\n          {\n            candidate,\n            lookups: lookups.get(candidate.contactId) ?? UNCHECKED,\n            settings: context.settings,\n            contactGroupId: context.contactGroupId,\n          },\n          { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.contactId) },\n          { ...supplied, uid: caller.uid, nowMs },\n        )\n        if (!decision.allowed || !decision.email) {\n          return { contactId: candidate.contactId, email: candidate.email, outcome: 'blocked', blocks: decision.blocks }\n        }\n        const id = outreachEnrollmentId(sequence.id, candidate.contactId)\n        const enrollment = buildOutreachEnrollment({\n          id,\n          sequence,\n          mailbox,\n          contactId: candidate.contactId,\n          contactName: candidate.name,\n          email: decision.email,\n          cold: decision.cold,\n          personalLine: supplied.personalLine,\n          attestations: decision.attestations,\n          enrolledByUid: caller.uid,\n          nowMs,\n          random: deps.random,\n        })\n        try {\n          await enrollments.doc(id).create(enrollment)\n        } catch (error) {\n          if ((error as { code?: unknown })?.code !== ALREADY_EXISTS) throw error\n          return {\n            contactId: candidate.contactId,\n            email: candidate.email,\n            outcome: 'blocked',\n            blocks: [\n              {\n                code: 'already_in_sequence',\n                reason: \"This person has already been in this sequence, so they won't be sent its emails again.\",\n              },\n            ],\n          }\n        }\n        return { contactId: candidate.contactId, email: decision.email, outcome: 'enrolled', enrollmentId: id }\n      }),\n    )\n    const enrolled = results.filter((result) => result.outcome === 'enrolled').length\n    if (enrolled) {\n      await deps.logOrgActivity(\n        caller.orgId,\n        { uid: caller.uid, email: caller.email },\n        outreachEnrolledActivity(enrolled),\n        { type: 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.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 { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport {\n  CRM_COLLECTIONS,\n  crmLeadStatus,\n  crmViewIsListed,\n  isCrmLeadOpen,\n  normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { buildOutreachEnrollment, planOutreachFirstDue } from '../engine/enrollment-state'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport {\n  decideOutreachEnrollment,\n  previewOutreachPerson,\n  readOutreachEnrollCandidates,\n  type OutreachEnrollCandidate,\n  type OutreachGateQuestion,\n} from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollResponse,\n  type OutreachPersonRef,\n} from '../model/outreach-api'\nimport type { OutreachSequence } from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachEnrollmentId,\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET, type OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller, type OutreachRouteExtraPermission } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ENROLLING PEOPLE IN A SEQUENCE (AGL-2980): `outreach/enroll/preview` and\n * `outreach/enroll`.\n *\n * The preview reads the people a saved Contacts view or a search named —\n * at most {@link OUTREACH_ENROLL_BATCH_MAX} — and says where each stands:\n * eligible, blocked with the gate's own sentence, or waiting on the rep for\n * a personal line and the attestations only they can make. Confirm reads\n * everything again and asks the gates again with what the rep supplied,\n * because a preview is a picture of a moment: someone can unsubscribe\n * between the two, and a request can claim anything. Nothing the preview\n * answered is trusted by the enroll.\n *\n * Both read the CRM's people, so both ask for `data.manage` beside\n * `outreach.use` — the permission the contacts' own rules read with, so\n * Outreach is no side door into the address book.\n *\n * Only an ACTIVE sequence takes people: enrolling schedules the first step\n * in the mailbox's hours, and a draft's steps and a paused sequence's timing\n * are not yet what will be sent.\n */\n\n/** The permission enrolling reads the CRM with. */\nexport const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission = {\n  key: 'data.manage',\n  refusal: \"Enrolling reads your CRM's contacts, and your role does not include Manage data.\",\n}\n\n/** Everything enrolling reaches beyond the routes' own dependencies. */\nexport interface OutreachEnrollRouteDeps extends OutreachRouteDeps {\n  /**\n   * The addresses a saved Contacts view selects among one site's contacts,\n   * read the way the dynamic-list sweep reads one, and whether the read\n   * reached the whole view before its budget.\n   */\n  crmViewEmails(input: { hostId: string; viewId: string }): Promise<{ emails: string[]; complete: boolean }>\n}\n\nexport interface OutreachEnrollRoutes {\n  preview: PluginWebApiHandler\n  confirm: PluginWebApiHandler\n}\n\n/** The activity line an enroll writes. */\nexport function outreachEnrolledActivity(count: number): string {\n  return count === 1\n    ? 'Enrolled 1 person in a sequence'\n    : `Enrolled ${count} people in a sequence`\n}\n\n/** Lookups for a person the gates will never be asked about: every one unchecked. */\nconst UNCHECKED: OutreachGateLookups = {\n  platformSuppressed: null,\n  hostSuppressed: null,\n  salesTopicState: null,\n  doNotContact: null,\n  workspaceMembers: null,\n  openEnrollments: null,\n  hasInboundEmail: null,\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\nasync function loadActiveSequence(\n  firestore: Firestore,\n  orgId: string,\n  rawSequenceId: unknown,\n): Promise<Response | OutreachSequence> {\n  const sequenceId = readOutreachDocumentId(rawSequenceId)\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to enroll people in.')\n  const snapshot = await outreachOrgCollection(firestore, orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  if (sequence.status === 'archived') {\n    return outreachRefusal(409, 'sequence-archived', 'This sequence is archived and takes no one new.')\n  }\n  if (sequence.status !== 'active') {\n    return outreachRefusal(409, 'sequence-not-active', 'Activate this sequence before enrolling people.')\n  }\n  return sequence\n}\n\n/** What every person in one request is judged against. */\ninterface EnrollContext {\n  settings: OutreachGateQuestion['settings']\n  contactGroupId: string\n  siteName: string\n}\n\nasync function enrollContext(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n): Promise<EnrollContext> {\n  const [orgSettings, host] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    firestore.collection('hosts').doc(sequence.hostId).get(),\n  ])\n  return {\n    // The organization's countries are a ceiling over the sequence's.\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        orgSettings.allowedCountries,\n      ),\n    },\n    contactGroupId: consentGroupForHost(caller.org, sequence.hostId).groupId,\n    siteName: host.exists ? String(host.get('name') ?? '') : '',\n  }\n}\n\n/**\n * The candidates, the enrollments they already have here, and the gates'\n * lookups — every map keyed by the person's own id.\n *\n * \"Already in this sequence\" is answered two ways (AGL-3234): by the id the\n * person's enrollment would have, and by any enrollment in this sequence\n * that carries the person's ADDRESS. The second is what keeps a contact\n * from being enrolled beside the lead they were converted from: the lead's\n * enrollment followed them, under the lead's key, and still names them.\n */\nasync function readPeople(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n  context: EnrollContext,\n  people: readonly OutreachPersonRef[],\n): Promise<{\n  candidates: OutreachEnrollCandidate[]\n  enrolledHere: Set<string>\n  lookups: Map<string, OutreachGateLookups>\n}> {\n  const candidates = await readOutreachEnrollCandidates(firestore, {\n    orgId: caller.orgId,\n    hostId: sequence.hostId,\n    contactGroupId: context.contactGroupId,\n    people,\n  })\n  const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n  const existing = candidates.length\n    ? await firestore.getAll(\n        ...candidates.map((candidate) => enrollments.doc(outreachEnrollmentId(sequence.id, candidate.personId))),\n      )\n    : []\n  const enrolledHere = new Set(\n    candidates.filter((_candidate, index) => existing[index]?.exists).map((candidate) => candidate.personId),\n  )\n  const askable = candidates.filter((candidate) => candidate.contact && candidate.visible && candidate.email)\n  const lookups = askable.length\n    ? await readOutreachGateLookups(firestore, {\n        orgId: caller.orgId,\n        hostId: sequence.hostId,\n        people: askable.map((candidate) => ({\n          personId: candidate.personId,\n          contactId: candidate.contactId || null,\n          leadId: candidate.leadId,\n          email: String(candidate.email),\n        })),\n      })\n    : new Map<string, OutreachGateLookups>()\n  for (const candidate of askable) {\n    const open = lookups.get(candidate.personId)?.openEnrollments ?? []\n    if (open.some((entry) => entry.sequenceId === sequence.id)) enrolledHere.add(candidate.personId)\n  }\n  return { candidates, enrolledHere, lookups }\n}\n\nconst uniqueIds = (values: unknown): string[] =>\n  Array.isArray(values)\n    ? [...new Set(values.map(readOutreachDocumentId).filter((id): id is string => id !== null))]\n    : []\n\n/** The most leads a saved Leads view reads — the Leads list's own window. */\nconst LEADS_VIEW_WINDOW = 200\n\n/**\n * The people a saved LEADS view selects (AGL-3234): the sequence's site's\n * most recently seen leads, narrowed by the view's status clause the way\n * the Leads list narrows its window — open leads when the view names no\n * status, one status when it does, everything for `all`. A lead is the\n * site's own, so there is no address to resolve: the person key IS the id.\n */\nasync function leadsViewPeople(\n  firestore: Firestore,\n  sequence: OutreachSequence,\n  filters: ReturnType<typeof normalizeCrmViewFilters>,\n): Promise<{ people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n  const statusClause = filters.find((clause) => clause.field === 'status' && clause.op === 'equals')\n  const wanted = String(statusClause?.value ?? 'open')\n  const window = await firestore\n    .collection('hosts')\n    .doc(sequence.hostId)\n    .collection('leads')\n    .orderBy('lastSeenAtMs', 'desc')\n    .limit(LEADS_VIEW_WINDOW + 1)\n    .get()\n  const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc) => {\n    const lead = doc.data() as Record<string, unknown>\n    if (wanted === 'all') return true\n    if (wanted === 'open') return isCrmLeadOpen(lead as never) && !lead['convertedContactId']\n    return crmLeadStatus(lead as never) === wanted\n  })\n  return {\n    people: matching.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((doc) => ({ kind: 'lead', id: doc.id })),\n    total: matching.length,\n    truncated: matching.length > OUTREACH_ENROLL_BATCH_MAX || window.docs.length > LEADS_VIEW_WINDOW,\n  }\n}\n\nexport function createOutreachEnrollRoutes(deps: OutreachEnrollRouteDeps): OutreachEnrollRoutes {\n  /**\n   * The people a source names, the batch limit applied: every contact a\n   * search picked, every lead picked from the sequence's site, or the\n   * people a saved Contacts or Leads view selects there — contacts found by\n   * address, leads by their own key.\n   */\n  async function sourcePeople(\n    firestore: Firestore,\n    caller: OutreachRouteCaller,\n    sequence: OutreachSequence,\n    source: Record<string, unknown>,\n  ): Promise<Response | { people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n    if (source['kind'] === 'contacts' || source['kind'] === 'leads') {\n      const kind = source['kind'] === 'leads' ? 'lead' : 'contact'\n      const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds'])\n      if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n      return {\n        people: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((id) => ({ kind, id })),\n        total: ids.length,\n        truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX,\n      }\n    }\n    if (source['kind'] !== 'view') {\n      return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.')\n    }\n    const viewId = readOutreachDocumentId(source['viewId'])\n    const view = viewId\n      ? await firestore.collection('orgs').doc(caller.orgId).collection(CRM_COLLECTIONS.views).doc(viewId).get()\n      : null\n    const data = view?.exists ? (view.data() as Record<string, unknown>) : null\n    // A colleague's private view is theirs: it is not listed for this\n    // reader, so it does not exist for them here either.\n    if (\n      !viewId ||\n      !data ||\n      !crmViewIsListed({ shared: data['shared'] === true, ownerUid: String(data['ownerUid'] ?? '') }, caller.uid)\n    ) {\n      return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.')\n    }\n    if (data['section'] === 'leads') {\n      return leadsViewPeople(firestore, sequence, normalizeCrmViewFilters(data['filters']))\n    }\n    if (data['section'] !== 'contacts') {\n      return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.')\n    }\n    const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']))\n    if (unsupported.length) {\n      // Dropping the filter enrolling cannot read would enroll more people\n      // than the view shows, so the view is refused whole.\n      return outreachRefusal(\n        400,\n        'view-unsupported',\n        `This view filters on ${unsupported.map((clause) => clause.label || clause.field).join(', ')}, which enrolling can't apply. Pick another view, or search.`,\n      )\n    }\n    const { emails, complete } = await deps.crmViewEmails({ hostId: sequence.hostId, viewId })\n    const ordered = [...new Set(emails)].sort()\n    const contacts = firestore.collection('orgs').doc(caller.orgId).collection('contacts')\n    const found = await Promise.all(\n      ordered\n        .slice(0, OUTREACH_ENROLL_BATCH_MAX)\n        .map((email) => findContactByEmail(contacts, email, { hostId: sequence.hostId })),\n    )\n    return {\n      people: [...new Set(found.filter((snapshot) => snapshot).map((snapshot) => String(snapshot?.id)))].map(\n        (id) => ({ kind: 'contact', id }),\n      ),\n      total: ordered.length,\n      truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete,\n    }\n  }\n\n  const preview: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n    const source = body['source'] && typeof body['source'] === 'object' ? (body['source'] as Record<string, unknown>) : {}\n    const named = await sourcePeople(firestore, caller, sequence, source)\n    if (named instanceof Response) return named\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      named.people,\n    )\n    const people = candidates.map((candidate) =>\n      previewOutreachPerson(\n        {\n          candidate,\n          lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n          settings: context.settings,\n          contactGroupId: context.contactGroupId,\n        },\n        { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n      ),\n    )\n    return outreachOk({\n      ok: true,\n      people,\n      total: named.total,\n      truncated: named.truncated,\n    } satisfies OutreachEnrollPreviewResponse)\n  }\n\n  const confirm: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n\n    // Each person once, by whichever record they are: a contact by id, or a\n    // lead by its key (AGL-3234). A person named both ways is a contact.\n    const requested = new Map<\n      string,\n      { ref: OutreachPersonRef; personalLine: string; attestations: unknown[] }\n    >()\n    for (const entry of Array.isArray(body['people']) ? body['people'] : []) {\n      const person = (entry && typeof entry === 'object' ? entry : {}) as Record<string, unknown>\n      const contactId = readOutreachDocumentId(person['contactId'])\n      const leadId = readOutreachDocumentId(person['leadId'])\n      const ref: OutreachPersonRef | null = contactId\n        ? { kind: 'contact', id: contactId }\n        : leadId\n          ? { kind: 'lead', id: leadId }\n          : null\n      if (!ref || requested.has(ref.id)) continue\n      requested.set(ref.id, {\n        ref,\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n      })\n    }\n    if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n    if (requested.size > OUTREACH_ENROLL_BATCH_MAX) {\n      return outreachRefusal(\n        400,\n        'invalid-request',\n        `Enroll at most ${OUTREACH_ENROLL_BATCH_MAX} people at a time.`,\n      )\n    }\n\n    const mailboxSnapshot = sequence.mailboxId\n      ? await outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get()\n      : null\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    if (!mailbox || mailbox.status === 'disconnected') {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.\",\n      )\n    }\n    const nowMs = deps.now()\n    if (planOutreachFirstDue({ sequence, mailbox, enrolledAtMs: nowMs, random: deps.random }) === null) {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.\",\n      )\n    }\n\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      [...requested.values()].map((entry) => entry.ref),\n    )\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const results: OutreachEnrollOutcome[] = await Promise.all(\n      candidates.map(async (candidate): Promise<OutreachEnrollOutcome> => {\n        const named = {\n          personId: candidate.personId,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n        }\n        const supplied = requested.get(candidate.personId) ?? { personalLine: '', attestations: [] }\n        const decision = decideOutreachEnrollment(\n          {\n            candidate,\n            lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n            settings: context.settings,\n            contactGroupId: context.contactGroupId,\n          },\n          { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n          { personalLine: supplied.personalLine, attestations: supplied.attestations, uid: caller.uid, nowMs },\n        )\n        if (!decision.allowed || !decision.email) {\n          return { ...named, email: candidate.email, outcome: 'blocked', blocks: decision.blocks }\n        }\n        const id = outreachEnrollmentId(sequence.id, candidate.personId)\n        const enrollment = buildOutreachEnrollment({\n          id,\n          sequence,\n          mailbox,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n          contactName: candidate.name,\n          email: decision.email,\n          cold: decision.cold,\n          personalLine: supplied.personalLine,\n          attestations: decision.attestations,\n          enrolledByUid: caller.uid,\n          nowMs,\n          random: deps.random,\n        })\n        try {\n          await enrollments.doc(id).create(enrollment)\n        } catch (error) {\n          if ((error as { code?: unknown })?.code !== ALREADY_EXISTS) throw error\n          return {\n            ...named,\n            email: candidate.email,\n            outcome: 'blocked',\n            blocks: [\n              {\n                code: 'already_in_sequence',\n                reason: \"This person has already been in this sequence, so they won't be sent its emails again.\",\n              },\n            ],\n          }\n        }\n        return { ...named, email: decision.email, outcome: 'enrolled', enrollmentId: id }\n      }),\n    )\n    const enrolled = results.filter((result) => result.outcome === 'enrolled').length\n    if (enrolled) {\n      await deps.logOrgActivity(\n        caller.orgId,\n        { uid: caller.uid, email: caller.email 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package/src/lib/routes/preview-routes.js

@@ -19,6 +19,7 @@ import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
 import { normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
 import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { firstEmailStepIndex } from "../engine/sequence-validation.js";
+import { leadAsContact } from "../enrollment/enroll-people.js";
 import { OUTREACH_SAMPLE_PERSON, outreachSampleMergeContext, previewOutreachStep } from "../model/step-preview.js";
 import { readOutreachComplianceSettingsDoc } from "../storage/compliance-settings-store.js";
 import { outreachOrgCollection, readStoredOutreachMailbox, readStoredOutreachSequence } from "../storage/outreach-records.js";
@@ -48,7 +49,12 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
         if (body['contactId'] !== undefined && !contactId) {
             return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.');
         }
-        const caller = await outreachRouteGate(request, body['orgId'], deps.gate, contactId ? [
+        // A lead the sequence's site holds (AGL-3234), previewed as the contact it would be.
+        const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId']);
+        if (body['leadId'] !== undefined && !leadId) {
+            return outreachRefusal(400, 'invalid-request', 'Name the lead to preview for.');
+        }
+        const caller = await outreachRouteGate(request, body['orgId'], deps.gate, contactId || leadId ? [
             OUTREACH_READS_PEOPLE
         ] : []);
         if (caller instanceof Response) return caller;
@@ -65,14 +71,20 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
         if ((step == null ? void 0 : step.kind) !== 'email') {
             return outreachRefusal(400, 'invalid-request', 'That step does not send an email.');
         }
-        const [orgSettings, mailboxSnapshot, host, template, contact] = await Promise.all([
+        const [orgSettings, mailboxSnapshot, host, template, contact, lead] = await Promise.all([
             readOutreachComplianceSettingsDoc(firestore, caller.orgId),
             sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,
             sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,
             step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,
-            contactId ? org.collection('contacts').doc(contactId).get() : null
+            contactId ? org.collection('contacts').doc(contactId).get() : null,
+            leadId && sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).collection('leads').doc(leadId).get() : null
         ]);
-        const contactData = (contact == null ? void 0 : contact.exists) ? contact.data() : null;
+        const leadData = (lead == null ? void 0 : lead.exists) ? lead.data() : null;
+        if (leadId && !leadData) {
+            return outreachRefusal(404, 'contact-not-found', "That lead isn't in this sequence's site's CRM.");
+        }
+        const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId;
+        const contactData = (contact == null ? void 0 : contact.exists) ? contact.data() : leadData ? leadAsContact(leadData, contactGroupId) : null;
         if (contactId && (!contactData || !visibleToHost(contactData['visibleTo'], sequence.hostId))) {
             return outreachRefusal(404, 'contact-not-found', "That contact isn't in this sequence's site's CRM.");
         }
@@ -84,7 +96,8 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
         const siteName = (host == null ? void 0 : host.exists) ? String((_host_get = host.get('name')) != null ? _host_get : '') : '';
         const merge = contactData ? {
             contact: contactData,
-            contactGroupId: consentGroupForHost(caller.org, sequence.hostId).groupId,
+            contactGroupId,
+            lead: leadData,
             sender,
             site: {
                 name: siteName

package/src/lib/routes/preview-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/preview-routes.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 { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { firstEmailStepIndex } from '../engine/sequence-validation'\nimport type { OutreachPreviewResponse } from '../model/outreach-api'\nimport {\n  OUTREACH_SAMPLE_PERSON,\n  outreachSampleMergeContext,\n  previewOutreachStep,\n} from '../model/step-preview'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE } from './enroll-routes'\nimport type { OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):\n * `outreach/preview`.\n *\n * Written from what is stored — the sequence, the CRM template a step names,\n * the mailbox it sends as, the organization's footer — by the engine's own\n * composer (`previewOutreachStep`), for a real contact with the personal\n * line the rep is writing, or for a sample person. The enroll dialog shows\n * it beside each person before Confirm, so the rep reads the sentence they\n * wrote in the email it goes into.\n *\n * A real contact is read from the CRM, so naming one asks for `data.manage`\n * as enrolling does; the sample person asks for nothing more.\n */\n\nexport function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler {\n  return async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n    if (body['contactId'] !== undefined && !contactId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.')\n    }\n    const caller = await outreachRouteGate(\n      request,\n      body['orgId'],\n      deps.gate,\n      contactId ? [OUTREACH_READS_PEOPLE] : [],\n    )\n    if (caller instanceof Response) return caller\n    const sequenceId = readOutreachDocumentId(body['sequenceId'])\n    if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.')\n    const firestore = deps.firestore()\n    const org = firestore.collection('orgs').doc(caller.orgId)\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n    const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n\n    const requested = body['stepIndex']\n    const stepIndex = typeof requested === 'number' ? requested : firstEmailStepIndex(sequence.steps)\n    const step = sequence.steps[stepIndex]\n    if (step?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'That step does not send an email.')\n    }\n\n    const [orgSettings, mailboxSnapshot, host, template, contact] = await Promise.all([\n      readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n      sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,\n      sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,\n      step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,\n      contactId ? org.collection('contacts').doc(contactId).get() : null,\n    ])\n    const contactData = contact?.exists ? (contact.data() as Record<string, unknown>) : null\n    if (\n      contactId &&\n      (!contactData || !visibleToHost(contactData['visibleTo'] as string[] | undefined, sequence.hostId))\n    ) {\n      return outreachRefusal(404, 'contact-not-found', \"That contact isn't in this sequence's site's CRM.\")\n    }\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    const sender = mailbox ? { name: mailbox.displayName, email: mailbox.sendAs || mailbox.email } : null\n    const siteName = host?.exists ? String(host.get('name') ?? '') : ''\n    const merge = contactData\n      ? {\n          contact: contactData,\n          contactGroupId: consentGroupForHost(caller.org, sequence.hostId).groupId,\n          sender,\n          site: { name: siteName },\n        }\n      : outreachSampleMergeContext({ sender, siteName })\n    const personalLine =\n      typeof body['personalLine'] === 'string'\n        ? body['personalLine']\n        : contactData\n          ? ''\n          : OUTREACH_SAMPLE_PERSON.personalLine\n    const result = previewOutreachStep({\n      steps: sequence.steps,\n      stepIndex,\n      orgSettings,\n      merge,\n      email: contactData ? (normalizeContactEmail(contactData['email']) ?? '') : OUTREACH_SAMPLE_PERSON.email,\n      personalLine,\n      templateBody: template?.exists\n        ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body\n        : null,\n    })\n    return outreachOk({\n      ok: true,\n      stepIndex,\n      subject: result.email?.subject ?? '',\n      text: result.email?.text ?? '',\n      unresolvedFields: result.unresolvedFields,\n      error: result.error,\n    } satisfies OutreachPreviewResponse)\n  }\n}\n"],"names":["consentGroupForHost","normalizeContactEmail","CRM_COLLECTIONS","normalizeCrmEmailTemplate","visibleToHost","firstEmailStepIndex","OUTREACH_SAMPLE_PERSON","outreachSampleMergeContext","previewOutreachStep","readOutreachComplianceSettingsDoc","outreachOrgCollection","readStoredOutreachMailbox","readStoredOutreachSequence","OUTREACH_READS_PEOPLE","outreachRouteGate","outreachMethodNotAllowed","outreachOk","outreachRefusal","readOutreachDocumentId","readOutreachJsonBody","createOutreachPreviewRoute","deps","request","host","result","method","body","contactId","undefined","caller","gate","Response","sequenceId","firestore","org","collection","doc","orgId","snapshot","get","sequence","exists","data","requested","stepIndex","steps","step","kind","orgSettings","mailboxSnapshot","template","contact","Promise","all","mailboxId","hostId","templateId","emailTemplates","contactData","mailbox","sender","name","displayName","email","sendAs","siteName","String","merge","contactGroupId","groupId","site","personalLine","templateBody","ok","subject","text","unresolvedFields","error"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,mBAAmB,QAAQ,wCAAuC;AAC3E,SAASC,qBAAqB,QAAQ,kCAAiC;AACvE,SAASC,eAAe,QAAQ,6BAA4B;AAC5D,SAASC,yBAAyB,QAAQ,6CAA4C;AACtF,SAASC,aAAa,QAAQ,sCAAqC;AAEnE,SAASC,mBAAmB,QAAQ,mCAA+B;AAEnE,SACEC,sBAAsB,EACtBC,0BAA0B,EAC1BC,mBAAmB,QACd,2BAAuB;AAC9B,SAASC,iCAAiC,QAAQ,0CAAsC;AACxF,SACEC,qBAAqB,EACrBC,yBAAyB,EACzBC,0BAA0B,QACrB,iCAA6B;AACpC,SAASC,qBAAqB,QAAQ,qBAAiB;AAEvD,SAASC,iBAAiB,QAAQ,kBAAc;AAChD,SACEC,wBAAwB,EACxBC,UAAU,EACVC,eAAe,EACfC,sBAAsB,EACtBC,oBAAoB,QACf,kBAAc;AAErB;;;;;;;;;;;;;CAaC,GAED,OAAO,SAASC,2BAA2BC,IAAuB;IAChE,OAAO,OAAOC;YAgD2BC,WAoBftB;YASbuB,eACHA;QA7ER,IAAIF,QAAQG,MAAM,KAAK,QAAQ,OAAOV,yBAAyB;QAC/D,MAAMW,OAAO,MAAMP,qBAAqBG;QACxC,MAAMK,YAAYD,IAAI,CAAC,YAAY,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,YAAY;QACnG,IAAIA,IAAI,CAAC,YAAY,KAAKE,aAAa,CAACD,WAAW;YACjD,OAAOV,gBAAgB,KAAK,mBAAmB;QACjD;QACA,MAAMY,SAAS,MAAMf,kBACnBQ,SACAI,IAAI,CAAC,QAAQ,EACbL,KAAKS,IAAI,EACTH,YAAY;YAACd;SAAsB,GAAG,EAAE;QAE1C,IAAIgB,kBAAkBE,UAAU,OAAOF;QACvC,MAAMG,aAAad,uBAAuBQ,IAAI,CAAC,aAAa;QAC5D,IAAI,CAACM,YAAY,OAAOf,gBAAgB,KAAK,mBAAmB;QAChE,MAAMgB,YAAYZ,KAAKY,SAAS;QAChC,MAAMC,MAAMD,UAAUE,UAAU,CAAC,QAAQC,GAAG,CAACP,OAAOQ,KAAK;QACzD,MAAMC,WAAW,MAAM5B,sBAAsBuB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACJ,YAAYO,GAAG;QACtG,MAAMC,WAAW5B,2BAA2BoB,YAAYM,SAASG,MAAM,GAAGH,SAASI,IAAI,KAAKd;QAC5F,IAAI,CAACY,UAAU,OAAOvB,gBAAgB,KAAK,sBAAsB;QAEjE,MAAM0B,YAAYjB,IAAI,CAAC,YAAY;QACnC,MAAMkB,YAAY,OAAOD,cAAc,WAAWA,YAAYtC,oBAAoBmC,SAASK,KAAK;QAChG,MAAMC,OAAON,SAASK,KAAK,CAACD,UAAU;QACtC,IAAIE,CAAAA,wBAAAA,KAAMC,IAAI,MAAK,SAAS;YAC1B,OAAO9B,gBAAgB,KAAK,mBAAmB;QACjD;QAEA,MAAM,CAAC+B,aAAaC,iBAAiB1B,MAAM2B,UAAUC,QAAQ,GAAG,MAAMC,QAAQC,GAAG,CAAC;YAChF5C,kCAAkCwB,WAAWJ,OAAOQ,KAAK;YACzDG,SAASc,SAAS,GAAG5C,sBAAsBuB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACI,SAASc,SAAS,EAAEf,GAAG,KAAK;YACjHC,SAASe,MAAM,GAAGtB,UAAUE,UAAU,CAAC,SAASC,GAAG,CAACI,SAASe,MAAM,EAAEhB,GAAG,KAAK;YAC7EO,KAAKU,UAAU,GAAGtB,IAAIC,UAAU,CAACjC,gBAAgBuD,cAAc,EAAErB,GAAG,CAACU,KAAKU,UAAU,EAAEjB,GAAG,KAAK;YAC9FZ,YAAYO,IAAIC,UAAU,CAAC,YAAYC,GAAG,CAACT,WAAWY,GAAG,KAAK;SAC/D;QACD,MAAMmB,cAAcP,CAAAA,2BAAAA,QAASV,MAAM,IAAIU,QAAQT,IAAI,KAAiC;QACpF,IACEf,aACC,CAAA,CAAC+B,eAAe,CAACtD,cAAcsD,WAAW,CAAC,YAAY,EAA0BlB,SAASe,MAAM,CAAA,GACjG;YACA,OAAOtC,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM0C,UAAUhD,0BACd6B,SAASc,SAAS,EAClBL,CAAAA,mCAAAA,gBAAiBR,MAAM,IAAGQ,gBAAgBP,IAAI,KAAKd;QAErD,MAAMgC,SAASD,UAAU;YAAEE,MAAMF,QAAQG,WAAW;YAAEC,OAAOJ,QAAQK,MAAM,IAAIL,QAAQI,KAAK;QAAC,IAAI;QACjG,MAAME,WAAW1C,CAAAA,wBAAAA,KAAMkB,MAAM,IAAGyB,QAAO3C,YAAAA,KAAKgB,GAAG,CAAC,mBAAThB,YAAoB,MAAM;QACjE,MAAM4C,QAAQT,cACV;YACEP,SAASO;YACTU,gBAAgBpE,oBAAoB6B,OAAOK,GAAG,EAAEM,SAASe,MAAM,EAAEc,OAAO;YACxET;YACAU,MAAM;gBAAET,MAAMI;YAAS;QACzB,IACA1D,2BAA2B;YAAEqD;YAAQK;QAAS;QAClD,MAAMM,eACJ,OAAO7C,IAAI,CAAC,eAAe,KAAK,WAC5BA,IAAI,CAAC,eAAe,GACpBgC,cACE,KACApD,uBAAuBiE,YAAY;QAC3C,MAAM/C,SAAShB,oBAAoB;YACjCqC,OAAOL,SAASK,KAAK;YACrBD;YACAI;YACAmB;YACAJ,OAAOL,eAAezD,yBAAAA,sBAAsByD,WAAW,CAAC,QAAQ,aAA1CzD,yBAA+C,KAAMK,uBAAuByD,KAAK;YACvGQ;YACAC,cAActB,CAAAA,4BAAAA,SAAUT,MAAM,IAC1BtC,0BAA0B+C,SAASR,IAAI,IAA+BhB,IAAI,GAC1E;QACN;QACA,OAAOV,WAAW;YAChByD,IAAI;YACJ7B;YACA8B,OAAO,WAAElD,gBAAAA,OAAOuC,KAAK,qBAAZvC,cAAckD,OAAO,mBAAI;YAClCC,IAAI,YAAEnD,iBAAAA,OAAOuC,KAAK,qBAAZvC,eAAcmD,IAAI,oBAAI;YAC5BC,kBAAkBpD,OAAOoD,gBAAgB;YACzCC,OAAOrD,OAAOqD,KAAK;QACrB;IACF;AACF"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/preview-routes.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 { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { firstEmailStepIndex } from '../engine/sequence-validation'\nimport { leadAsContact } from '../enrollment/enroll-people'\nimport type { OutreachPreviewResponse } from '../model/outreach-api'\nimport {\n  OUTREACH_SAMPLE_PERSON,\n  outreachSampleMergeContext,\n  previewOutreachStep,\n} from '../model/step-preview'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE } from './enroll-routes'\nimport type { OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):\n * `outreach/preview`.\n *\n * Written from what is stored — the sequence, the CRM template a step names,\n * the mailbox it sends as, the organization's footer — by the engine's own\n * composer (`previewOutreachStep`), for a real contact with the personal\n * line the rep is writing, or for a sample person. The enroll dialog shows\n * it beside each person before Confirm, so the rep reads the sentence they\n * wrote in the email it goes into.\n *\n * A real contact is read from the CRM, so naming one asks for `data.manage`\n * as enrolling does; the sample person asks for nothing more.\n */\n\nexport function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler {\n  return async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n    if (body['contactId'] !== undefined && !contactId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.')\n    }\n    // A lead the sequence's site holds (AGL-3234), previewed as the contact it would be.\n    const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n    if (body['leadId'] !== undefined && !leadId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the lead to preview for.')\n    }\n    const caller = await outreachRouteGate(\n      request,\n      body['orgId'],\n      deps.gate,\n      contactId || leadId ? [OUTREACH_READS_PEOPLE] : [],\n    )\n    if (caller instanceof Response) return caller\n    const sequenceId = readOutreachDocumentId(body['sequenceId'])\n    if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.')\n    const firestore = deps.firestore()\n    const org = firestore.collection('orgs').doc(caller.orgId)\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n    const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n\n    const requested = body['stepIndex']\n    const stepIndex = typeof requested === 'number' ? requested : firstEmailStepIndex(sequence.steps)\n    const step = sequence.steps[stepIndex]\n    if (step?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'That step does not send an email.')\n    }\n\n    const [orgSettings, mailboxSnapshot, host, template, contact, lead] = await Promise.all([\n      readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n      sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,\n      sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,\n      step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,\n      contactId ? org.collection('contacts').doc(contactId).get() : null,\n      leadId && sequence.hostId\n        ? firestore.collection('hosts').doc(sequence.hostId).collection('leads').doc(leadId).get()\n        : null,\n    ])\n    const leadData = lead?.exists ? (lead.data() as Record<string, unknown>) : null\n    if (leadId && !leadData) {\n      return outreachRefusal(404, 'contact-not-found', \"That lead isn't in this sequence's site's CRM.\")\n    }\n    const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId\n    const contactData = contact?.exists\n      ? (contact.data() as Record<string, unknown>)\n      : leadData\n        ? leadAsContact(leadData, contactGroupId)\n        : null\n    if (\n      contactId &&\n      (!contactData || !visibleToHost(contactData['visibleTo'] as string[] | undefined, sequence.hostId))\n    ) {\n      return outreachRefusal(404, 'contact-not-found', \"That contact isn't in this sequence's site's CRM.\")\n    }\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    const sender = mailbox ? { name: mailbox.displayName, email: mailbox.sendAs || mailbox.email } : null\n    const siteName = host?.exists ? String(host.get('name') ?? '') : ''\n    const merge = contactData\n      ? {\n          contact: contactData,\n          contactGroupId,\n          lead: leadData,\n          sender,\n          site: { name: siteName },\n        }\n      : outreachSampleMergeContext({ sender, siteName })\n    const personalLine =\n      typeof body['personalLine'] === 'string'\n        ? body['personalLine']\n        : contactData\n          ? ''\n          : OUTREACH_SAMPLE_PERSON.personalLine\n    const result = previewOutreachStep({\n      steps: sequence.steps,\n      stepIndex,\n      orgSettings,\n      merge,\n      email: contactData ? (normalizeContactEmail(contactData['email']) ?? '') : OUTREACH_SAMPLE_PERSON.email,\n      personalLine,\n      templateBody: template?.exists\n        ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body\n        : null,\n    })\n    return outreachOk({\n      ok: true,\n      stepIndex,\n      subject: result.email?.subject ?? '',\n      text: result.email?.text ?? '',\n      unresolvedFields: result.unresolvedFields,\n      error: result.error,\n    } satisfies OutreachPreviewResponse)\n  }\n}\n"],"names":["consentGroupForHost","normalizeContactEmail","CRM_COLLECTIONS","normalizeCrmEmailTemplate","visibleToHost","firstEmailStepIndex","leadAsContact","OUTREACH_SAMPLE_PERSON","outreachSampleMergeContext","previewOutreachStep","readOutreachComplianceSettingsDoc","outreachOrgCollection","readStoredOutreachMailbox","readStoredOutreachSequence","OUTREACH_READS_PEOPLE","outreachRouteGate","outreachMethodNotAllowed","outreachOk","outreachRefusal","readOutreachDocumentId","readOutreachJsonBody","createOutreachPreviewRoute","deps","request","host","result","method","body","contactId","undefined","leadId","caller","gate","Response","sequenceId","firestore","org","collection","doc","orgId","snapshot","get","sequence","exists","data","requested","stepIndex","steps","step","kind","orgSettings","mailboxSnapshot","template","contact","lead","Promise","all","mailboxId","hostId","templateId","emailTemplates","leadData","contactGroupId","groupId","contactData","mailbox","sender","name","displayName","email","sendAs","siteName","String","merge","site","personalLine","templateBody","ok","subject","text","unresolvedFields","error"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,mBAAmB,QAAQ,wCAAuC;AAC3E,SAASC,qBAAqB,QAAQ,kCAAiC;AACvE,SAASC,eAAe,QAAQ,6BAA4B;AAC5D,SAASC,yBAAyB,QAAQ,6CAA4C;AACtF,SAASC,aAAa,QAAQ,sCAAqC;AAEnE,SAASC,mBAAmB,QAAQ,mCAA+B;AACnE,SAASC,aAAa,QAAQ,iCAA6B;AAE3D,SACEC,sBAAsB,EACtBC,0BAA0B,EAC1BC,mBAAmB,QACd,2BAAuB;AAC9B,SAASC,iCAAiC,QAAQ,0CAAsC;AACxF,SACEC,qBAAqB,EACrBC,yBAAyB,EACzBC,0BAA0B,QACrB,iCAA6B;AACpC,SAASC,qBAAqB,QAAQ,qBAAiB;AAEvD,SAASC,iBAAiB,QAAQ,kBAAc;AAChD,SACEC,wBAAwB,EACxBC,UAAU,EACVC,eAAe,EACfC,sBAAsB,EACtBC,oBAAoB,QACf,kBAAc;AAErB;;;;;;;;;;;;;CAaC,GAED,OAAO,SAASC,2BAA2BC,IAAuB;IAChE,OAAO,OAAOC;YAiE2BC,WAqBfvB;YASbwB,eACHA;QA/FR,IAAIF,QAAQG,MAAM,KAAK,QAAQ,OAAOV,yBAAyB;QAC/D,MAAMW,OAAO,MAAMP,qBAAqBG;QACxC,MAAMK,YAAYD,IAAI,CAAC,YAAY,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,YAAY;QACnG,IAAIA,IAAI,CAAC,YAAY,KAAKE,aAAa,CAACD,WAAW;YACjD,OAAOV,gBAAgB,KAAK,mBAAmB;QACjD;QACA,qFAAqF;QACrF,MAAMY,SAASH,IAAI,CAAC,SAAS,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,SAAS;QAC1F,IAAIA,IAAI,CAAC,SAAS,KAAKE,aAAa,CAACC,QAAQ;YAC3C,OAAOZ,gBAAgB,KAAK,mBAAmB;QACjD;QACA,MAAMa,SAAS,MAAMhB,kBACnBQ,SACAI,IAAI,CAAC,QAAQ,EACbL,KAAKU,IAAI,EACTJ,aAAaE,SAAS;YAAChB;SAAsB,GAAG,EAAE;QAEpD,IAAIiB,kBAAkBE,UAAU,OAAOF;QACvC,MAAMG,aAAaf,uBAAuBQ,IAAI,CAAC,aAAa;QAC5D,IAAI,CAACO,YAAY,OAAOhB,gBAAgB,KAAK,mBAAmB;QAChE,MAAMiB,YAAYb,KAAKa,SAAS;QAChC,MAAMC,MAAMD,UAAUE,UAAU,CAAC,QAAQC,GAAG,CAACP,OAAOQ,KAAK;QACzD,MAAMC,WAAW,MAAM7B,sBAAsBwB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACJ,YAAYO,GAAG;QACtG,MAAMC,WAAW7B,2BAA2BqB,YAAYM,SAASG,MAAM,GAAGH,SAASI,IAAI,KAAKf;QAC5F,IAAI,CAACa,UAAU,OAAOxB,gBAAgB,KAAK,sBAAsB;QAEjE,MAAM2B,YAAYlB,IAAI,CAAC,YAAY;QACnC,MAAMmB,YAAY,OAAOD,cAAc,WAAWA,YAAYxC,oBAAoBqC,SAASK,KAAK;QAChG,MAAMC,OAAON,SAASK,KAAK,CAACD,UAAU;QACtC,IAAIE,CAAAA,wBAAAA,KAAMC,IAAI,MAAK,SAAS;YAC1B,OAAO/B,gBAAgB,KAAK,mBAAmB;QACjD;QAEA,MAAM,CAACgC,aAAaC,iBAAiB3B,MAAM4B,UAAUC,SAASC,KAAK,GAAG,MAAMC,QAAQC,GAAG,CAAC;YACtF9C,kCAAkCyB,WAAWJ,OAAOQ,KAAK;YACzDG,SAASe,SAAS,GAAG9C,sBAAsBwB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACI,SAASe,SAAS,EAAEhB,GAAG,KAAK;YACjHC,SAASgB,MAAM,GAAGvB,UAAUE,UAAU,CAAC,SAASC,GAAG,CAACI,SAASgB,MAAM,EAAEjB,GAAG,KAAK;YAC7EO,KAAKW,UAAU,GAAGvB,IAAIC,UAAU,CAACnC,gBAAgB0D,cAAc,EAAEtB,GAAG,CAACU,KAAKW,UAAU,EAAElB,GAAG,KAAK;YAC9Fb,YAAYQ,IAAIC,UAAU,CAAC,YAAYC,GAAG,CAACV,WAAWa,GAAG,KAAK;YAC9DX,UAAUY,SAASgB,MAAM,GACrBvB,UAAUE,UAAU,CAAC,SAASC,GAAG,CAACI,SAASgB,MAAM,EAAErB,UAAU,CAAC,SAASC,GAAG,CAACR,QAAQW,GAAG,KACtF;SACL;QACD,MAAMoB,WAAWP,CAAAA,wBAAAA,KAAMX,MAAM,IAAIW,KAAKV,IAAI,KAAiC;QAC3E,IAAId,UAAU,CAAC+B,UAAU;YACvB,OAAO3C,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM4C,iBAAiB9D,oBAAoB+B,OAAOK,GAAG,EAAEM,SAASgB,MAAM,EAAEK,OAAO;QAC/E,MAAMC,cAAcX,CAAAA,2BAAAA,QAASV,MAAM,IAC9BU,QAAQT,IAAI,KACbiB,WACEvD,cAAcuD,UAAUC,kBACxB;QACN,IACElC,aACC,CAAA,CAACoC,eAAe,CAAC5D,cAAc4D,WAAW,CAAC,YAAY,EAA0BtB,SAASgB,MAAM,CAAA,GACjG;YACA,OAAOxC,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM+C,UAAUrD,0BACd8B,SAASe,SAAS,EAClBN,CAAAA,mCAAAA,gBAAiBR,MAAM,IAAGQ,gBAAgBP,IAAI,KAAKf;QAErD,MAAMqC,SAASD,UAAU;YAAEE,MAAMF,QAAQG,WAAW;YAAEC,OAAOJ,QAAQK,MAAM,IAAIL,QAAQI,KAAK;QAAC,IAAI;QACjG,MAAME,WAAW/C,CAAAA,wBAAAA,KAAMmB,MAAM,IAAG6B,QAAOhD,YAAAA,KAAKiB,GAAG,CAAC,mBAATjB,YAAoB,MAAM;QACjE,MAAMiD,QAAQT,cACV;YACEX,SAASW;YACTF;YACAR,MAAMO;YACNK;YACAQ,MAAM;gBAAEP,MAAMI;YAAS;QACzB,IACA/D,2BAA2B;YAAE0D;YAAQK;QAAS;QAClD,MAAMI,eACJ,OAAOhD,IAAI,CAAC,eAAe,KAAK,WAC5BA,IAAI,CAAC,eAAe,GACpBqC,cACE,KACAzD,uBAAuBoE,YAAY;QAC3C,MAAMlD,SAAShB,oBAAoB;YACjCsC,OAAOL,SAASK,KAAK;YACrBD;YACAI;YACAuB;YACAJ,OAAOL,eAAe/D,yBAAAA,sBAAsB+D,WAAW,CAAC,QAAQ,aAA1C/D,yBAA+C,KAAMM,uBAAuB8D,KAAK;YACvGM;YACAC,cAAcxB,CAAAA,4BAAAA,SAAUT,MAAM,IAC1BxC,0BAA0BiD,SAASR,IAAI,IAA+BjB,IAAI,GAC1E;QACN;QACA,OAAOV,WAAW;YAChB4D,IAAI;YACJ/B;YACAgC,OAAO,WAAErD,gBAAAA,OAAO4C,KAAK,qBAAZ5C,cAAcqD,OAAO,mBAAI;YAClCC,IAAI,YAAEtD,iBAAAA,OAAO4C,KAAK,qBAAZ5C,eAAcsD,IAAI,oBAAI;YAC5BC,kBAAkBvD,OAAOuD,gBAAgB;YACzCC,OAAOxD,OAAOwD,KAAK;QACrB;IACF;AACF"}

package/src/lib/runtime/lead-records.d.ts

@@ -0,0 +1,26 @@
+/**
+ * @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 { PluginLeadConversionReport, PluginLeadConversionRequest } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion';
+type Firestore = FirebaseFirestore.Firestore;
+/** A lead nobody has touched, once somebody replied: Working. `true` when it moved. */
+export declare function markOutreachLeadWorking(firestore: Firestore, input: {
+    hostId: string;
+    leadId: string;
+}): Promise<boolean>;
+/** Every enrollment made on the lead now names the contact it became. */
+export declare function followOutreachLeadToContact(firestore: Firestore, input: Pick<PluginLeadConversionRequest, 'orgId' | 'leadId' | 'contactId'>): Promise<PluginLeadConversionReport>;
+export {};