@aglyn/plugins-outreach 1.0.0-beta.152 → 1.0.0-beta.154

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 {};

package/src/lib/runtime/lead-records.js

@@ -0,0 +1,84 @@
+/**
+ * @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.
+ */ /**
+ * WHAT A SEQUENCE DOES TO A LEAD'S OWN RECORD (AGL-3234).
+ *
+ * Two touches, both on `hosts/{hostId}/leads/{leadId}` — the record system's
+ * document, written in the record system's vocabulary (`@aglyn/aglyn`'s lead
+ * statuses), never through an import of the CRM plugin:
+ *
+ *  - a REPLY moves a lead nobody has touched from New to Working. Somebody
+ *    wrote back; the lead is being worked, and a queue that still showed it
+ *    as New would send a rep to open a conversation already open. A lead
+ *    already Working, closed, or converted is left as it is — a reply does
+ *    not reopen a verdict or move a contact's record.
+ *  - a CONVERSION re-points every enrollment made on the lead at the contact
+ *    it became: the record system tells every plugin through its
+ *    lead-conversion seam, and this is Sequences' share of it. The
+ *    enrollment keeps its id, its thread and its place in the steps, and
+ *    keeps naming the lead beside the contact, so both pages list it.
+ *
+ * Neither throws: a status that could not be moved is one a rep moves by
+ * hand, and an enrollment that could not follow its lead is one the next
+ * send stops as `contact_missing` and a rep re-enrolls.
+ */ import { crmLeadStatus } from "@aglyn/aglyn/app-utils/crm";
+import { FieldValue } from "firebase-admin/firestore";
+import { outreachOrgCollection } from "../storage/outreach-records.js";
+/** Firestore refuses a batch of more than 500 writes. */ const BATCH_LIMIT = 450;
+/** A lead nobody has touched, once somebody replied: Working. `true` when it moved. */ export async function markOutreachLeadWorking(firestore, input) {
+    try {
+        var _snapshot_data;
+        const ref = firestore.collection('hosts').doc(input.hostId).collection('leads').doc(input.leadId);
+        const snapshot = await ref.get();
+        if (!snapshot.exists) return false;
+        const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
+        if (lead['convertedContactId'] || crmLeadStatus(lead) !== 'new') return false;
+        await ref.set({
+            status: 'working',
+            updatedAt: FieldValue.serverTimestamp()
+        }, {
+            merge: true
+        });
+        return true;
+    } catch (error) {
+        console.error('[outreach] the lead could not be marked working', input.hostId, input.leadId, error);
+        return false;
+    }
+}
+/** Every enrollment made on the lead now names the contact it became. */ export async function followOutreachLeadToContact(firestore, input) {
+    const enrollments = outreachOrgCollection(firestore, input.orgId, 'enrollments');
+    const rows = await enrollments.where('leadId', '==', input.leadId).get();
+    const refs = rows.docs.filter((row)=>{
+        var _row_get;
+        return row.get('target') !== 'contact' || String((_row_get = row.get('contactId')) != null ? _row_get : '') !== input.contactId;
+    }).map((row)=>row.ref);
+    for(let start = 0; start < refs.length; start += BATCH_LIMIT){
+        const batch = firestore.batch();
+        for (const ref of refs.slice(start, start + BATCH_LIMIT)){
+            batch.update(ref, {
+                target: 'contact',
+                contactId: input.contactId,
+                updatedAtMs: Date.now()
+            });
+        }
+        await batch.commit();
+    }
+    return {
+        enrollments: refs.length
+    };
+}
+
+//# sourceMappingURL=lead-records.js.map

package/src/lib/runtime/lead-records.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/runtime/lead-records.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * WHAT A SEQUENCE DOES TO A LEAD'S OWN RECORD (AGL-3234).\n *\n * Two touches, both on `hosts/{hostId}/leads/{leadId}` — the record system's\n * document, written in the record system's vocabulary (`@aglyn/aglyn`'s lead\n * statuses), never through an import of the CRM plugin:\n *\n *  - a REPLY moves a lead nobody has touched from New to Working. Somebody\n *    wrote back; the lead is being worked, and a queue that still showed it\n *    as New would send a rep to open a conversation already open. A lead\n *    already Working, closed, or converted is left as it is — a reply does\n *    not reopen a verdict or move a contact's record.\n *  - a CONVERSION re-points every enrollment made on the lead at the contact\n *    it became: the record system tells every plugin through its\n *    lead-conversion seam, and this is Sequences' share of it. The\n *    enrollment keeps its id, its thread and its place in the steps, and\n *    keeps naming the lead beside the contact, so both pages list it.\n *\n * Neither throws: a status that could not be moved is one a rep moves by\n * hand, and an enrollment that could not follow its lead is one the next\n * send stops as `contact_missing` and a rep re-enrolls.\n */\n\nimport { crmLeadStatus } from '@aglyn/aglyn/app-utils/crm'\nimport type {\n  PluginLeadConversionReport,\n  PluginLeadConversionRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { outreachOrgCollection } from '../storage/outreach-records'\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Firestore refuses a batch of more than 500 writes. */\nconst BATCH_LIMIT = 450\n\n/** A lead nobody has touched, once somebody replied: Working. `true` when it moved. */\nexport async function markOutreachLeadWorking(\n  firestore: Firestore,\n  input: { hostId: string; leadId: string },\n): Promise<boolean> {\n  try {\n    const ref = firestore.collection('hosts').doc(input.hostId).collection('leads').doc(input.leadId)\n    const snapshot = await ref.get()\n    if (!snapshot.exists) return false\n    const lead = snapshot.data() ?? {}\n    if (lead['convertedContactId'] || crmLeadStatus(lead as never) !== 'new') return false\n    await ref.set({ status: 'working', updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n    return true\n  } catch (error) {\n    console.error('[outreach] the lead could not be marked working', input.hostId, input.leadId, error)\n    return false\n  }\n}\n\n/** Every enrollment made on the lead now names the contact it became. */\nexport async function followOutreachLeadToContact(\n  firestore: Firestore,\n  input: Pick<PluginLeadConversionRequest, 'orgId' | 'leadId' | 'contactId'>,\n): Promise<PluginLeadConversionReport> {\n  const enrollments = outreachOrgCollection(firestore, input.orgId, 'enrollments')\n  const rows = await enrollments.where('leadId', '==', input.leadId).get()\n  const refs = rows.docs\n    .filter((row) => row.get('target') !== 'contact' || String(row.get('contactId') ?? '') !== input.contactId)\n    .map((row) => row.ref)\n  for (let start = 0; start < refs.length; start += BATCH_LIMIT) {\n    const batch = firestore.batch()\n    for (const ref of refs.slice(start, start + BATCH_LIMIT)) {\n      batch.update(ref, { target: 'contact', contactId: input.contactId, updatedAtMs: Date.now() })\n    }\n    await batch.commit()\n  }\n  return { enrollments: refs.length }\n}\n"],"names":["crmLeadStatus","FieldValue","outreachOrgCollection","BATCH_LIMIT","markOutreachLeadWorking","firestore","input","snapshot","ref","collection","doc","hostId","leadId","get","exists","lead","data","set","status","updatedAt","serverTimestamp","merge","error","console","followOutreachLeadToContact","enrollments","orgId","rows","where","refs","docs","filter","row","String","contactId","map","start","length","batch","slice","update","target","updatedAtMs","Date","now","commit"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;CAqBC,GAED,SAASA,aAAa,QAAQ,6BAA4B;AAK1D,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAASC,qBAAqB,QAAQ,iCAA6B;AAInE,uDAAuD,GACvD,MAAMC,cAAc;AAEpB,qFAAqF,GACrF,OAAO,eAAeC,wBACpBC,SAAoB,EACpBC,KAAyC;IAEzC,IAAI;YAIWC;QAHb,MAAMC,MAAMH,UAAUI,UAAU,CAAC,SAASC,GAAG,CAACJ,MAAMK,MAAM,EAAEF,UAAU,CAAC,SAASC,GAAG,CAACJ,MAAMM,MAAM;QAChG,MAAML,WAAW,MAAMC,IAAIK,GAAG;QAC9B,IAAI,CAACN,SAASO,MAAM,EAAE,OAAO;QAC7B,MAAMC,QAAOR,iBAAAA,SAASS,IAAI,cAAbT,iBAAmB,CAAC;QACjC,IAAIQ,IAAI,CAAC,qBAAqB,IAAIf,cAAce,UAAmB,OAAO,OAAO;QACjF,MAAMP,IAAIS,GAAG,CAAC;YAAEC,QAAQ;YAAWC,WAAWlB,WAAWmB,eAAe;QAAG,GAAG;YAAEC,OAAO;QAAK;QAC5F,OAAO;IACT,EAAE,OAAOC,OAAO;QACdC,QAAQD,KAAK,CAAC,mDAAmDhB,MAAMK,MAAM,EAAEL,MAAMM,MAAM,EAAEU;QAC7F,OAAO;IACT;AACF;AAEA,uEAAuE,GACvE,OAAO,eAAeE,4BACpBnB,SAAoB,EACpBC,KAA0E;IAE1E,MAAMmB,cAAcvB,sBAAsBG,WAAWC,MAAMoB,KAAK,EAAE;IAClE,MAAMC,OAAO,MAAMF,YAAYG,KAAK,CAAC,UAAU,MAAMtB,MAAMM,MAAM,EAAEC,GAAG;IACtE,MAAMgB,OAAOF,KAAKG,IAAI,CACnBC,MAAM,CAAC,CAACC;YAAkDA;eAA1CA,IAAInB,GAAG,CAAC,cAAc,aAAaoB,QAAOD,WAAAA,IAAInB,GAAG,CAAC,wBAARmB,WAAwB,QAAQ1B,MAAM4B,SAAS;OACzGC,GAAG,CAAC,CAACH,MAAQA,IAAIxB,GAAG;IACvB,IAAK,IAAI4B,QAAQ,GAAGA,QAAQP,KAAKQ,MAAM,EAAED,SAASjC,YAAa;QAC7D,MAAMmC,QAAQjC,UAAUiC,KAAK;QAC7B,KAAK,MAAM9B,OAAOqB,KAAKU,KAAK,CAACH,OAAOA,QAAQjC,aAAc;YACxDmC,MAAME,MAAM,CAAChC,KAAK;gBAAEiC,QAAQ;gBAAWP,WAAW5B,MAAM4B,SAAS;gBAAEQ,aAAaC,KAAKC,GAAG;YAAG;QAC7F;QACA,MAAMN,MAAMO,MAAM;IACpB;IACA,OAAO;QAAEpB,aAAaI,KAAKQ,MAAM;IAAC;AACpC"}

package/src/lib/runtime/send-job.js

@@ -30,7 +30,7 @@ import { markOutreachMailboxReconnectRequired } from "../mailboxes/mailbox-trans
 import { effectiveOutreachAllowedCountries } from "../model/compliance-settings.js";
 import { OUTREACH_COLLECTIONS } from "../model/outreach.types.js";
 import { readOutreachComplianceSettingsDoc } from "../storage/compliance-settings-store.js";
-import { outreachOrgCollection, readStoredOutreachEnrollment, readStoredOutreachMailbox, readStoredOutreachSequence } from "../storage/outreach-records.js";
+import { outreachEnrollmentLink, outreachEnrollmentPerson, outreachOrgCollection, readStoredOutreachEnrollment, readStoredOutreachMailbox, readStoredOutreachSequence } from "../storage/outreach-records.js";
 import { GmailTransportError, isReconnectRequired } from "../transport/gmail-errors.js";
 import { Rfc5322MessageError } from "../transport/rfc5322.js";
 import { sendComposedOutreachEmail } from "../transport/send-message.js";
@@ -246,25 +246,32 @@ async function runMailbox(deps, firestore, input) {
     for (const [hostId, enrollments] of byHost){
         var _host_get;
         const contactGroupId = consentGroupForHost(org, hostId).groupId;
+        // Each by the record it names — the contact, or the lead while the
+        // person is one (AGL-3234) — keyed by that record's id.
         const [candidatesRead, lookupsRead, host] = await Promise.all([
             readOutreachEnrollCandidates(firestore, {
                 orgId,
                 hostId,
                 contactGroupId,
-                contactIds: enrollments.map((enrollment)=>enrollment.contactId)
+                people: enrollments.map(outreachEnrollmentPerson)
             }),
             readOutreachGateLookups(firestore, {
                 orgId,
                 hostId,
-                people: enrollments.map((enrollment)=>({
-                        contactId: enrollment.contactId,
+                people: enrollments.map((enrollment)=>{
+                    const person = outreachEnrollmentPerson(enrollment);
+                    return {
+                        personId: person.id,
+                        contactId: person.kind === 'contact' ? person.id : null,
+                        leadId: person.kind === 'lead' ? person.id : null,
                         email: enrollment.email
-                    }))
+                    };
+                })
             }),
             firestore.collection('hosts').doc(hostId).get()
         ]);
-        for (const person of candidatesRead)people.set(person.contactId, person);
-        for (const [contactId, answer] of lookupsRead)lookups.set(contactId, answer);
+        for (const person of candidatesRead)people.set(person.personId, person);
+        for (const [personId, answer] of lookupsRead)lookups.set(personId, answer);
         siteNames.set(hostId, host.exists ? String((_host_get = host.get('name')) != null ? _host_get : '') : '');
     }
     for (const candidate of selection.emails){
@@ -274,11 +281,12 @@ async function runMailbox(deps, firestore, input) {
             continue;
         }
         const enrollment = candidate.enrollment;
+        const personId = outreachEnrollmentPerson(enrollment).id;
         await runEmailStep(deps, firestore, run, {
             enrollment,
             sequence: candidate.sequence,
-            person: (_people_get = people.get(enrollment.contactId)) != null ? _people_get : null,
-            lookups: (_lookups_get = lookups.get(enrollment.contactId)) != null ? _lookups_get : null,
+            person: (_people_get = people.get(personId)) != null ? _people_get : null,
+            lookups: (_lookups_get = lookups.get(personId)) != null ? _lookups_get : null,
             siteName: (_siteNames_get = siteNames.get(enrollment.hostId)) != null ? _siteNames_get : ''
         });
     }
@@ -470,7 +478,7 @@ async function openClient(deps, firestore, run) {
         const written = await fileOutreachTask(deps, {
             orgId: run.orgId,
             hostId: enrollment.hostId,
-            contactId: enrollment.contactId,
+            link: outreachEnrollmentLink(enrollment),
             dedupeKey: `step:${enrollment.id}:${step.id}`,
             title: step.title,
             notes: `From sequence step ${enrollment.stepIndex + 1}.`,
@@ -530,9 +538,15 @@ async function runEmailStep(deps, firestore, run, input) {
             atMs: nowMs,
             byUid: null,
             reason: 'gate',
-            detail: 'This contact no longer exists in the CRM.'
+            detail: enrollment.target === 'lead' ? "This lead no longer exists in the sequence's site's CRM." : 'This contact no longer exists in the CRM.'
         }, 'stopped');
     }
+    if (person.convertedContactId && enrollment.target === 'lead') {
+        // The lead converted and the enrollment has not followed it yet: the
+        // conversion's listener re-points it, and the next run sends as the contact.
+        report.held += 1;
+        return;
+    }
     if (!person.visible) {
         return stop({
             type: 'stop',
@@ -582,8 +596,12 @@ async function runEmailStep(deps, firestore, run, input) {
         enrollment,
         orgSettings: run.settings,
         merge: {
+            // For a lead, the contact-shaped view of it (`leadAsContact`), so a
+            // step written with `{{contact.*}}` reads the lead; `{{lead.*}}` reads
+            // the lead's own document beside it.
             contact: person.contact,
             contactGroupId,
+            lead: person.lead,
             sender: {
                 name: mailbox.displayName,
                 email: sender.address
@@ -707,7 +725,7 @@ async function runEmailStep(deps, firestore, run, input) {
     await fileOutreachEmail(deps, {
         orgId: run.orgId,
         hostId: enrollment.hostId,
-        contactId: enrollment.contactId,
+        link: outreachEnrollmentLink(enrollment),
         direction: 'outbound',
         subject: sent.subject,
         from: sender.address,