@aglyn/plugins-outreach 1.0.0-beta.176 → 1.0.0-beta.178

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-outreach",
-  "version": "1.0.0-beta.176",
+  "version": "1.0.0-beta.178",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.176",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.176",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.176",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.176",
-    "@aglyn/shared-ui-next": "1.0.0-beta.176",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.176",
-    "@aglyn/shared-util-http": "1.0.0-beta.176",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.176",
-    "@aglyn/shared-util-tools": "1.0.0-beta.176",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.176",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.176",
-    "@aglyn/tenant-runtime": "1.0.0-beta.176",
+    "@aglyn/aglyn": "1.0.0-beta.178",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.178",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.178",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.178",
+    "@aglyn/shared-ui-next": "1.0.0-beta.178",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.178",
+    "@aglyn/shared-util-http": "1.0.0-beta.178",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.178",
+    "@aglyn/shared-util-tools": "1.0.0-beta.178",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.178",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.178",
+    "@aglyn/tenant-runtime": "1.0.0-beta.178",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/components/sequence-editor.js

@@ -451,6 +451,28 @@ import { useOutreachEmailTemplates } from "./use-outreach-crm.js";
                                             })
                                         ]
                                     }),
+                                    /*#__PURE__*/ _jsxs(Stack, {
+                                        spacing: 0,
+                                        children: [
+                                            /*#__PURE__*/ _jsx(FormControlLabel, {
+                                                control: /*#__PURE__*/ _jsx(Switch, {
+                                                    checked: draft.settings.listUnsubscribe,
+                                                    onChange: (event)=>update({
+                                                            settings: _extends({}, draft.settings, {
+                                                                listUnsubscribe: event.target.checked
+                                                            })
+                                                        }),
+                                                    disabled: archived
+                                                }),
+                                                label: "Add a mail-client unsubscribe button"
+                                            }),
+                                            /*#__PURE__*/ _jsx(Typography, {
+                                                variant: "caption",
+                                                color: "text.secondary",
+                                                children: "Adds the List-Unsubscribe header, so the recipient’s mail app shows its own Unsubscribe button. It’s the easiest way out for them, and fewer people mark you as spam when they have it, but mail apps then label the email as coming from a mailing list. Off, the footer’s “reply ‘no’” line is the way out, and it’s always there."
+                                            })
+                                        ]
+                                    }),
                                     /*#__PURE__*/ _jsx(OutreachSendWindowFields, {
                                         window: draft.settings.window,
                                         onChange: (window)=>update({

package/src/lib/components/sequence-editor.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/sequence-editor.tsx"],"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'use client'\n\nimport { pluginDocsHelp, type ConsolePluginOrgMount } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useOrgCampaigns, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Box,\n  Button,\n  Chip,\n  FormControlLabel,\n  Grid,\n  Menu,\n  MenuItem,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useMemo, useState } from 'react'\nimport {\n  isInThreadEmailStep,\n  OUTREACH_SEQUENCE_NAME_MAX,\n  validateOutreachSequence,\n} from '../engine/sequence-validation'\nimport { outreachCountryLabel } from '../model/compliance-settings'\nimport {\n  OUTREACH_MAX_EMAIL_STEPS,\n  OUTREACH_MAX_STEPS,\n  OUTREACH_TASK_KIND_LABELS,\n  OUTREACH_TASK_KINDS,\n  type OutreachSequence,\n  type OutreachSequenceStep,\n  type OutreachTaskKind,\n} from '../model/outreach.types'\nimport {\n  emptyOutreachSequenceDraft,\n  newOutreachEmailStep,\n  newOutreachTaskStep,\n  outreachSequenceDraftOf,\n  type OutreachSequenceDraft,\n  type OutreachSequenceIssue,\n} from '../model/sequence-draft'\nimport { OutreachSendWindowFields } from './send-window-fields'\nimport { OutreachSequenceMailboxPicker } from './sequence-mailbox-picker'\nimport { OutreachSequencePreview } from './sequence-preview'\nimport { OutreachStepCard } from './sequence-step-card'\nimport { OutreachRouteError, useOutreachApi } from './use-outreach-api'\nimport { useOutreachEmailTemplates } from './use-outreach-crm'\nimport type { OutreachMailboxesResult } from './use-outreach-mailboxes'\nimport type { OutreachSettingsLoad } from './use-outreach-settings'\n\nexport interface OutreachSequenceEditorProps {\n  orgId: string\n  orgMount?: ConsolePluginOrgMount\n  /** The stored sequence, or `null` for a new one. */\n  sequence: OutreachSequence | null\n  /** The organization's compliance settings: its countries, and the preview's footer. */\n  settings: OutreachSettingsLoad\n  /**\n   * The organization's mailboxes, from the Mailboxes section's listener:\n   * what the picker offers, and who the preview's emails are from.\n   */\n  mailboxes: OutreachMailboxesResult\n  /** The Mailboxes section, where the picker sends a member to connect one. */\n  mailboxesPath: string\n  onSaved(sequence: OutreachSequence): void\n  onCancel?(): void\n}\n\n/** The step a dotted issue path is about, and the field within it. */\nfunction stepIssueKey(path: string): { index: number; field: string } | null {\n  const match = /^steps\\.(\\d+)(?:\\.(.+))?$/.exec(path)\n  if (!match) return null\n  const field = match[2] ?? 'step'\n  return { index: Number(match[1]), field: field === 'id' ? 'step' : field }\n}\n\n/**\n * The sequence editor (AGL-2980): the name, the site and mailbox, the steps,\n * who it sends to and when, beside a live preview of each email.\n *\n * Every issue the engine's validator finds is shown beside its field — the\n * same validator the save route refuses with — errors once a save was\n * attempted, warnings as soon as they appear. What only the server can\n * judge (whose mailbox, which countries the organization allows, what may\n * no longer change once people are enrolled) comes back from the save and\n * is shown in the same places.\n */\nexport function OutreachSequenceEditor(props: OutreachSequenceEditorProps) {\n  const { orgId, orgMount, sequence, settings } = props\n  const api = useOutreachApi(orgId)\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? null\n  const mountedHosts = orgMount?.hosts\n  const hosts = useMemo(() => mountedHosts ?? [], [mountedHosts])\n  const orgCountries = settings.settings?.allowedCountries ?? ['US']\n\n  const [draft, setDraft] = useState<OutreachSequenceDraft>(() =>\n    sequence\n      ? outreachSequenceDraftOf(sequence)\n      : emptyOutreachSequenceDraft({\n          hostId: hosts.length === 1 ? hosts[0].id : '',\n          allowedCountries: orgCountries,\n        }),\n  )\n  const [attempted, setAttempted] = useState(false)\n  const [serverIssues, setServerIssues] = useState<OutreachSequenceIssue[]>([])\n  const [saving, setSaving] = useState(false)\n  const [taskAnchor, setTaskAnchor] = useState<HTMLElement | null>(null)\n\n  // A stored sequence the listener updated (a save, a status change) is the\n  // new starting point.\n  useEffect(() => {\n    if (sequence) setDraft(outreachSequenceDraftOf(sequence))\n  }, [sequence])\n  // A new sequence starts on the organization's countries once they are read.\n  const settingsCountries = settings.settings?.allowedCountries.join(',')\n  useEffect(() => {\n    if (!sequence && settingsCountries) {\n      setDraft((previous) => ({\n        ...previous,\n        settings: {\n          ...previous.settings,\n          allowedCountries: settingsCountries.split(','),\n        },\n      }))\n    }\n  }, [sequence, settingsCountries])\n  useEffect(() => {\n    if (!sequence && !draft.hostId && hosts.length === 1)\n      setDraft((previous) => ({ ...previous, hostId: hosts[0].id }))\n  }, [sequence, draft.hostId, hosts])\n\n  // A new sequence starts on the member's own mailbox when they have exactly\n  // one that is sending.\n  const ownSending = props.mailboxes.mailboxes.filter(\n    (entry) => entry.connectedByUid === uid && entry.status === 'connected',\n  )\n  const onlyOwnMailbox = ownSending.length === 1 ? ownSending[0].id : ''\n  useEffect(() => {\n    if (!sequence && !draft.mailboxId && onlyOwnMailbox)\n      setDraft((previous) => ({ ...previous, mailboxId: onlyOwnMailbox }))\n  }, [sequence, draft.mailboxId, onlyOwnMailbox])\n\n  const templates = useOutreachEmailTemplates(orgId, draft.hostId || null, uid)\n  const mailbox =\n    props.mailboxes.mailboxes.find((entry) => entry.id === draft.mailboxId) ??\n    null\n  const archived = sequence?.status === 'archived'\n  /*\n   * The org's campaigns, for the picker (AGL-3254): read while the editor\n   * is open. A sequence is the organization's record and so is a campaign,\n   * so the choice is every campaign in the org, whichever site the\n   * sequence sends as.\n   */\n  const campaigns = useOrgCampaigns(orgId, { enabled: true })\n\n  const issues = useMemo(() => {\n    const judged = [\n      ...validateOutreachSequence(draft),\n      ...serverIssues,\n    ] as OutreachSequenceIssue[]\n    return judged.filter(\n      (issue) =>\n        issue.severity === 'warning' ||\n        attempted ||\n        serverIssues.includes(issue),\n    )\n  }, [draft, serverIssues, attempted])\n  const issueAt = (path: string) =>\n    issues.find((issue) => issue.path === path)?.message\n  const stepIssues = (index: number) => {\n    const found: Record<string, string> = {}\n    for (const issue of issues) {\n      const key = stepIssueKey(issue.path)\n      if (key?.index === index && !found[key.field])\n        found[key.field] = issue.message\n    }\n    return found\n  }\n  const listIssue = issueAt('steps')\n  const countriesIssue = issues.find((issue) =>\n    issue.path.startsWith('settings.allowedCountries'),\n  )?.message\n\n  const update = (next: Partial<OutreachSequenceDraft>) => {\n    setServerIssues([])\n    setDraft((previous) => ({ ...previous, ...next }))\n  }\n  const setStep = (index: number, step: OutreachSequenceStep) =>\n    update({\n      steps: draft.steps.map((entry, position) =>\n        position === index ? step : entry,\n      ),\n    })\n  const moveStep = (index: number, direction: -1 | 1) => {\n    const steps = [...draft.steps]\n    const [moved] = steps.splice(index, 1)\n    steps.splice(index + direction, 0, moved)\n    update({ steps })\n  }\n  const emailCount = draft.steps.filter((step) => step.kind === 'email').length\n  const full = draft.steps.length >= OUTREACH_MAX_STEPS\n  const threadSubject = (index: number) => {\n    for (let position = index - 1; position >= 0; position -= 1) {\n      const step = draft.steps[position]\n      if (step.kind === 'email' && !isInThreadEmailStep(draft.steps, position))\n        return step.subject\n    }\n    return ''\n  }\n\n  const save = async () => {\n    setAttempted(true)\n    if (\n      validateOutreachSequence(draft).some(\n        (issue) => issue.severity === 'error',\n      )\n    )\n      return\n    setSaving(true)\n    try {\n      const answer = await api.saveSequence(sequence?.id ?? null, draft)\n      setServerIssues([])\n      setAttempted(false)\n      enqueueSnackbar(\n        answer.created ? 'Sequence created.' : 'Sequence saved.',\n        { variant: 'success' },\n      )\n      props.onSaved(answer.sequence)\n    } catch (error) {\n      if (error instanceof OutreachRouteError && error.issues.length) {\n        setServerIssues(\n          error.issues.filter(\n            (issue): issue is OutreachSequenceIssue => 'path' in issue,\n          ),\n        )\n      }\n      enqueueSnackbar((error as Error).message, {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }\n\n  const siteName = hosts.find((host) => host.id === draft.hostId)?.name ?? ''\n  const countryOptions = [\n    ...new Set([...orgCountries, ...draft.settings.allowedCountries]),\n  ]\n\n  return (\n    <Grid container spacing={2}>\n      <Grid size={{ xs: 12, md: 7 }}>\n        <Stack spacing={2}>\n          {archived ? (\n            <Alert severity=\"info\">\n              This sequence is archived, so it can’t be edited.\n            </Alert>\n          ) : null}\n          <CardDisplay\n            header=\"Sequence\"\n            help={pluginDocsHelp('sequences', { anchor: '#build-a-sequence' })}\n            contentGutterX\n            contentGutterY\n          >\n            <Stack spacing={2}>\n              <TextField\n                label=\"Name\"\n                value={draft.name}\n                onChange={(event) => update({ name: event.target.value })}\n                disabled={archived}\n                error={Boolean(issueAt('name'))}\n                helperText={issueAt('name')}\n                slotProps={{\n                  htmlInput: { maxLength: OUTREACH_SEQUENCE_NAME_MAX + 20 },\n                }}\n                fullWidth\n              />\n              <TextField\n                select\n                label=\"Site\"\n                value={\n                  hosts.some((host) => host.id === draft.hostId)\n                    ? draft.hostId\n                    : ''\n                }\n                onChange={(event) => update({ hostId: event.target.value })}\n                disabled={archived || !hosts.length}\n                error={Boolean(issueAt('hostId'))}\n                helperText={\n                  issueAt('hostId') ??\n                  'The site whose contacts this sequence emails.'\n                }\n                fullWidth\n              >\n                {hosts.map((host) => (\n                  <MenuItem key={host.id} value={host.id}>\n                    {host.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <OutreachSequenceMailboxPicker\n                orgId={orgId}\n                uid={uid}\n                mailboxes={props.mailboxes}\n                mailboxesPath={props.mailboxesPath}\n                value={draft.mailboxId}\n                onChange={(mailboxId) => update({ mailboxId })}\n                error={issueAt('mailboxId')}\n                disabled={archived}\n              />\n              {/*\n                The campaigns this sequence is part of (AGL-3254), picked the\n                way a form's page picks them. Everyone enrolled joins them,\n                and what the sequence produces is reported under them; it\n                does not change who is enrolled or what is sent.\n               */}\n              <CampaignPicker\n                options={campaigns.options}\n                value={draft.campaignIds}\n                onChange={(campaignIds) => update({ campaignIds })}\n                label=\"Campaigns\"\n                helperText={\n                  issueAt('campaignIds') ??\n                  'The campaigns this sequence is part of. Everyone enrolled joins them, and its sends, replies, meetings and conversions count on their pages.'\n                }\n                disabled={archived}\n                empty={campaigns.ready && !campaigns.options.length}\n                emptyText=\"There are no campaigns yet. Create one from Marketing to file this sequence under it.\"\n              />\n            </Stack>\n          </CardDisplay>\n\n          {listIssue ? <Alert severity=\"error\">{listIssue}</Alert> : null}\n          {draft.steps.map((step, index) => (\n            <OutreachStepCard\n              key={step.id || `step-${index}`}\n              step={step}\n              index={index}\n              count={draft.steps.length}\n              firstEmail={\n                draft.steps.findIndex((entry) => entry.kind === 'email') ===\n                index\n              }\n              inThread={isInThreadEmailStep(draft.steps, index)}\n              threadSubject={threadSubject(index)}\n              templates={templates.data}\n              issues={stepIssues(index)}\n              disabled={archived}\n              onChange={(next) => setStep(index, next)}\n              onMove={(direction) => moveStep(index, direction)}\n              onRemove={() =>\n                update({\n                  steps: draft.steps.filter(\n                    (_entry, position) => position !== index,\n                  ),\n                })\n              }\n            />\n          ))}\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Button\n              variant=\"outlined\"\n              startIcon={<MdiIcon path={mdiPlus.path} fontSize=\"small\" />}\n              disabled={\n                archived || full || emailCount >= OUTREACH_MAX_EMAIL_STEPS\n              }\n              onClick={() =>\n                update({\n                  steps: [...draft.steps, newOutreachEmailStep(draft.steps)],\n                })\n              }\n            >\n              Add email\n            </Button>\n            <Button\n              variant=\"outlined\"\n              startIcon={<MdiIcon path={mdiPlus.path} fontSize=\"small\" />}\n              disabled={archived || full}\n              onClick={(event) => setTaskAnchor(event.currentTarget)}\n              aria-haspopup=\"menu\"\n            >\n              Add task\n            </Button>\n            <Menu\n              anchorEl={taskAnchor}\n              open={Boolean(taskAnchor)}\n              onClose={() => setTaskAnchor(null)}\n            >\n              {OUTREACH_TASK_KINDS.map((kind: OutreachTaskKind) => (\n                <MenuItem\n                  key={kind}\n                  onClick={() => {\n                    setTaskAnchor(null)\n                    update({\n                      steps: [\n                        ...draft.steps,\n                        newOutreachTaskStep(draft.steps, kind),\n                      ],\n                    })\n                  }}\n                >\n                  {OUTREACH_TASK_KIND_LABELS[kind]}\n                </MenuItem>\n              ))}\n            </Menu>\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Up to ${OUTREACH_MAX_STEPS} steps, ${OUTREACH_MAX_EMAIL_STEPS} of them emails.`}\n          </Typography>\n\n          <CardDisplay\n            header=\"Who it sends to, and when\"\n            help={pluginDocsHelp('sequences', {\n              anchor: '#build-a-sequence',\n              excerpt:\n                'A sequence sends only to the countries both it and your organization allow, and in its mailbox’s sending hours unless it has its own.',\n            })}\n            contentGutterX\n            contentGutterY\n          >\n            <Stack spacing={2}>\n              <Autocomplete<string, true>\n                multiple\n                options={countryOptions}\n                value={draft.settings.allowedCountries}\n                getOptionLabel={outreachCountryLabel}\n                onChange={(_event, next) =>\n                  update({\n                    settings: { ...draft.settings, allowedCountries: next },\n                  })\n                }\n                disabled={archived}\n                renderValue={(value, getItemProps) =>\n                  value.map((code, index) => {\n                    const { key, ...item } = getItemProps({ index })\n                    return (\n                      <Chip\n                        key={key}\n                        size=\"small\"\n                        label={outreachCountryLabel(code)}\n                        {...item}\n                      />\n                    )\n                  })\n                }\n                renderInput={(params) => (\n                  <TextField\n                    {...params}\n                    label=\"Countries\"\n                    error={Boolean(countriesIssue)}\n                    helperText={\n                      countriesIssue ??\n                      'Among the countries your organization allows. Cold contacts are emailed only in the United States.'\n                    }\n                  />\n                )}\n              />\n              <FormControlLabel\n                control={\n                  <Switch\n                    checked={draft.settings.allowCustomers}\n                    onChange={(event) =>\n                      update({\n                        settings: {\n                          ...draft.settings,\n                          allowCustomers: event.target.checked,\n                        },\n                      })\n                    }\n                    disabled={archived}\n                  />\n                }\n                label=\"Include customers\"\n              />\n              {/*\n                * Click tracking (AGL-3239), with its cost stated where it is\n                * chosen rather than in a document nobody opens. Off by\n                * default: it changes the link a cold recipient sees, and the\n                * emails stay plain text either way — there is no open\n                * tracking to turn on, because a tracking image needs an HTML\n                * email and these are not.\n                */}\n              <Stack spacing={0}>\n                <FormControlLabel\n                  control={\n                    <Switch\n                      checked={draft.settings.trackClicks}\n                      onChange={(event) =>\n                        update({\n                          settings: {\n                            ...draft.settings,\n                            trackClicks: event.target.checked,\n                          },\n                        })\n                      }\n                      disabled={archived}\n                    />\n                  }\n                  label=\"Count link clicks\"\n                />\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  Links in these emails are replaced with links of ours that\n                  forward to the same page, so clicks can be counted. The\n                  recipient sees the replacement, not your address. Opens\n                  aren’t counted either way: these emails are plain text, and\n                  counting an open needs a tracking image.\n                </Typography>\n              </Stack>\n              <OutreachSendWindowFields\n                window={draft.settings.window}\n                onChange={(window) =>\n                  update({ settings: { ...draft.settings, window } })\n                }\n                daysIssue={issueAt('settings.window.days')}\n                hoursIssue={issueAt('settings.window')}\n                disabled={archived}\n              />\n            </Stack>\n          </CardDisplay>\n\n          {archived ? null : (\n            <Stack\n              direction={{ xs: 'column', sm: 'row' }}\n              spacing={1}\n              sx={{ justifyContent: 'flex-end' }}\n            >\n              {props.onCancel ? (\n                <Button\n                  variant=\"text\"\n                  onClick={props.onCancel}\n                  disabled={saving}\n                >\n                  Cancel\n                </Button>\n              ) : null}\n              <Button\n                variant=\"contained\"\n                onClick={() => void save()}\n                disabled={saving}\n              >\n                {saving ? 'Saving…' : sequence ? 'Save' : 'Create sequence'}\n              </Button>\n            </Stack>\n          )}\n        </Stack>\n      </Grid>\n      <Grid size={{ xs: 12, md: 5 }}>\n        <Box sx={{ position: { md: 'sticky' }, top: { md: 16 } }}>\n          <OutreachSequencePreview\n            steps={draft.steps}\n            orgSettings={settings.settings}\n            orgSettingsStatus={settings.status}\n            templates={templates.data}\n            sender={\n              mailbox\n                ? {\n                    name: mailbox.displayName,\n                    email: mailbox.sendAs || mailbox.email,\n                  }\n                : null\n            }\n            siteName={siteName}\n          />\n        </Box>\n      </Grid>\n    </Grid>\n  )\n}\nOutreachSequenceEditor.displayName = 'OutreachSequenceEditor'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/components/sequence-editor.tsx"],"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'use client'\n\nimport { pluginDocsHelp, type ConsolePluginOrgMount } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useOrgCampaigns, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Box,\n  Button,\n  Chip,\n  FormControlLabel,\n  Grid,\n  Menu,\n  MenuItem,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useMemo, useState } from 'react'\nimport {\n  isInThreadEmailStep,\n  OUTREACH_SEQUENCE_NAME_MAX,\n  validateOutreachSequence,\n} from '../engine/sequence-validation'\nimport { outreachCountryLabel } from '../model/compliance-settings'\nimport {\n  OUTREACH_MAX_EMAIL_STEPS,\n  OUTREACH_MAX_STEPS,\n  OUTREACH_TASK_KIND_LABELS,\n  OUTREACH_TASK_KINDS,\n  type OutreachSequence,\n  type OutreachSequenceStep,\n  type OutreachTaskKind,\n} from '../model/outreach.types'\nimport {\n  emptyOutreachSequenceDraft,\n  newOutreachEmailStep,\n  newOutreachTaskStep,\n  outreachSequenceDraftOf,\n  type OutreachSequenceDraft,\n  type OutreachSequenceIssue,\n} from '../model/sequence-draft'\nimport { OutreachSendWindowFields } from './send-window-fields'\nimport { OutreachSequenceMailboxPicker } from './sequence-mailbox-picker'\nimport { OutreachSequencePreview } from './sequence-preview'\nimport { OutreachStepCard } from './sequence-step-card'\nimport { OutreachRouteError, useOutreachApi } from './use-outreach-api'\nimport { useOutreachEmailTemplates } from './use-outreach-crm'\nimport type { OutreachMailboxesResult } from './use-outreach-mailboxes'\nimport type { OutreachSettingsLoad } from './use-outreach-settings'\n\nexport interface OutreachSequenceEditorProps {\n  orgId: string\n  orgMount?: ConsolePluginOrgMount\n  /** The stored sequence, or `null` for a new one. */\n  sequence: OutreachSequence | null\n  /** The organization's compliance settings: its countries, and the preview's footer. */\n  settings: OutreachSettingsLoad\n  /**\n   * The organization's mailboxes, from the Mailboxes section's listener:\n   * what the picker offers, and who the preview's emails are from.\n   */\n  mailboxes: OutreachMailboxesResult\n  /** The Mailboxes section, where the picker sends a member to connect one. */\n  mailboxesPath: string\n  onSaved(sequence: OutreachSequence): void\n  onCancel?(): void\n}\n\n/** The step a dotted issue path is about, and the field within it. */\nfunction stepIssueKey(path: string): { index: number; field: string } | null {\n  const match = /^steps\\.(\\d+)(?:\\.(.+))?$/.exec(path)\n  if (!match) return null\n  const field = match[2] ?? 'step'\n  return { index: Number(match[1]), field: field === 'id' ? 'step' : field }\n}\n\n/**\n * The sequence editor (AGL-2980): the name, the site and mailbox, the steps,\n * who it sends to and when, beside a live preview of each email.\n *\n * Every issue the engine's validator finds is shown beside its field — the\n * same validator the save route refuses with — errors once a save was\n * attempted, warnings as soon as they appear. What only the server can\n * judge (whose mailbox, which countries the organization allows, what may\n * no longer change once people are enrolled) comes back from the save and\n * is shown in the same places.\n */\nexport function OutreachSequenceEditor(props: OutreachSequenceEditorProps) {\n  const { orgId, orgMount, sequence, settings } = props\n  const api = useOutreachApi(orgId)\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? null\n  const mountedHosts = orgMount?.hosts\n  const hosts = useMemo(() => mountedHosts ?? [], [mountedHosts])\n  const orgCountries = settings.settings?.allowedCountries ?? ['US']\n\n  const [draft, setDraft] = useState<OutreachSequenceDraft>(() =>\n    sequence\n      ? outreachSequenceDraftOf(sequence)\n      : emptyOutreachSequenceDraft({\n          hostId: hosts.length === 1 ? hosts[0].id : '',\n          allowedCountries: orgCountries,\n        }),\n  )\n  const [attempted, setAttempted] = useState(false)\n  const [serverIssues, setServerIssues] = useState<OutreachSequenceIssue[]>([])\n  const [saving, setSaving] = useState(false)\n  const [taskAnchor, setTaskAnchor] = useState<HTMLElement | null>(null)\n\n  // A stored sequence the listener updated (a save, a status change) is the\n  // new starting point.\n  useEffect(() => {\n    if (sequence) setDraft(outreachSequenceDraftOf(sequence))\n  }, [sequence])\n  // A new sequence starts on the organization's countries once they are read.\n  const settingsCountries = settings.settings?.allowedCountries.join(',')\n  useEffect(() => {\n    if (!sequence && settingsCountries) {\n      setDraft((previous) => ({\n        ...previous,\n        settings: {\n          ...previous.settings,\n          allowedCountries: settingsCountries.split(','),\n        },\n      }))\n    }\n  }, [sequence, settingsCountries])\n  useEffect(() => {\n    if (!sequence && !draft.hostId && hosts.length === 1)\n      setDraft((previous) => ({ ...previous, hostId: hosts[0].id }))\n  }, [sequence, draft.hostId, hosts])\n\n  // A new sequence starts on the member's own mailbox when they have exactly\n  // one that is sending.\n  const ownSending = props.mailboxes.mailboxes.filter(\n    (entry) => entry.connectedByUid === uid && entry.status === 'connected',\n  )\n  const onlyOwnMailbox = ownSending.length === 1 ? ownSending[0].id : ''\n  useEffect(() => {\n    if (!sequence && !draft.mailboxId && onlyOwnMailbox)\n      setDraft((previous) => ({ ...previous, mailboxId: onlyOwnMailbox }))\n  }, [sequence, draft.mailboxId, onlyOwnMailbox])\n\n  const templates = useOutreachEmailTemplates(orgId, draft.hostId || null, uid)\n  const mailbox =\n    props.mailboxes.mailboxes.find((entry) => entry.id === draft.mailboxId) ??\n    null\n  const archived = sequence?.status === 'archived'\n  /*\n   * The org's campaigns, for the picker (AGL-3254): read while the editor\n   * is open. A sequence is the organization's record and so is a campaign,\n   * so the choice is every campaign in the org, whichever site the\n   * sequence sends as.\n   */\n  const campaigns = useOrgCampaigns(orgId, { enabled: true })\n\n  const issues = useMemo(() => {\n    const judged = [\n      ...validateOutreachSequence(draft),\n      ...serverIssues,\n    ] as OutreachSequenceIssue[]\n    return judged.filter(\n      (issue) =>\n        issue.severity === 'warning' ||\n        attempted ||\n        serverIssues.includes(issue),\n    )\n  }, [draft, serverIssues, attempted])\n  const issueAt = (path: string) =>\n    issues.find((issue) => issue.path === path)?.message\n  const stepIssues = (index: number) => {\n    const found: Record<string, string> = {}\n    for (const issue of issues) {\n      const key = stepIssueKey(issue.path)\n      if (key?.index === index && !found[key.field])\n        found[key.field] = issue.message\n    }\n    return found\n  }\n  const listIssue = issueAt('steps')\n  const countriesIssue = issues.find((issue) =>\n    issue.path.startsWith('settings.allowedCountries'),\n  )?.message\n\n  const update = (next: Partial<OutreachSequenceDraft>) => {\n    setServerIssues([])\n    setDraft((previous) => ({ ...previous, ...next }))\n  }\n  const setStep = (index: number, step: OutreachSequenceStep) =>\n    update({\n      steps: draft.steps.map((entry, position) =>\n        position === index ? step : entry,\n      ),\n    })\n  const moveStep = (index: number, direction: -1 | 1) => {\n    const steps = [...draft.steps]\n    const [moved] = steps.splice(index, 1)\n    steps.splice(index + direction, 0, moved)\n    update({ steps })\n  }\n  const emailCount = draft.steps.filter((step) => step.kind === 'email').length\n  const full = draft.steps.length >= OUTREACH_MAX_STEPS\n  const threadSubject = (index: number) => {\n    for (let position = index - 1; position >= 0; position -= 1) {\n      const step = draft.steps[position]\n      if (step.kind === 'email' && !isInThreadEmailStep(draft.steps, position))\n        return step.subject\n    }\n    return ''\n  }\n\n  const save = async () => {\n    setAttempted(true)\n    if (\n      validateOutreachSequence(draft).some(\n        (issue) => issue.severity === 'error',\n      )\n    )\n      return\n    setSaving(true)\n    try {\n      const answer = await api.saveSequence(sequence?.id ?? null, draft)\n      setServerIssues([])\n      setAttempted(false)\n      enqueueSnackbar(\n        answer.created ? 'Sequence created.' : 'Sequence saved.',\n        { variant: 'success' },\n      )\n      props.onSaved(answer.sequence)\n    } catch (error) {\n      if (error instanceof OutreachRouteError && error.issues.length) {\n        setServerIssues(\n          error.issues.filter(\n            (issue): issue is OutreachSequenceIssue => 'path' in issue,\n          ),\n        )\n      }\n      enqueueSnackbar((error as Error).message, {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }\n\n  const siteName = hosts.find((host) => host.id === draft.hostId)?.name ?? ''\n  const countryOptions = [\n    ...new Set([...orgCountries, ...draft.settings.allowedCountries]),\n  ]\n\n  return (\n    <Grid container spacing={2}>\n      <Grid size={{ xs: 12, md: 7 }}>\n        <Stack spacing={2}>\n          {archived ? (\n            <Alert severity=\"info\">\n              This sequence is archived, so it can’t be edited.\n            </Alert>\n          ) : null}\n          <CardDisplay\n            header=\"Sequence\"\n            help={pluginDocsHelp('sequences', { anchor: '#build-a-sequence' })}\n            contentGutterX\n            contentGutterY\n          >\n            <Stack spacing={2}>\n              <TextField\n                label=\"Name\"\n                value={draft.name}\n                onChange={(event) => update({ name: event.target.value })}\n                disabled={archived}\n                error={Boolean(issueAt('name'))}\n                helperText={issueAt('name')}\n                slotProps={{\n                  htmlInput: { maxLength: OUTREACH_SEQUENCE_NAME_MAX + 20 },\n                }}\n                fullWidth\n              />\n              <TextField\n                select\n                label=\"Site\"\n                value={\n                  hosts.some((host) => host.id === draft.hostId)\n                    ? draft.hostId\n                    : ''\n                }\n                onChange={(event) => update({ hostId: event.target.value })}\n                disabled={archived || !hosts.length}\n                error={Boolean(issueAt('hostId'))}\n                helperText={\n                  issueAt('hostId') ??\n                  'The site whose contacts this sequence emails.'\n                }\n                fullWidth\n              >\n                {hosts.map((host) => (\n                  <MenuItem key={host.id} value={host.id}>\n                    {host.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <OutreachSequenceMailboxPicker\n                orgId={orgId}\n                uid={uid}\n                mailboxes={props.mailboxes}\n                mailboxesPath={props.mailboxesPath}\n                value={draft.mailboxId}\n                onChange={(mailboxId) => update({ mailboxId })}\n                error={issueAt('mailboxId')}\n                disabled={archived}\n              />\n              {/*\n                The campaigns this sequence is part of (AGL-3254), picked the\n                way a form's page picks them. Everyone enrolled joins them,\n                and what the sequence produces is reported under them; it\n                does not change who is enrolled or what is sent.\n               */}\n              <CampaignPicker\n                options={campaigns.options}\n                value={draft.campaignIds}\n                onChange={(campaignIds) => update({ campaignIds })}\n                label=\"Campaigns\"\n                helperText={\n                  issueAt('campaignIds') ??\n                  'The campaigns this sequence is part of. Everyone enrolled joins them, and its sends, replies, meetings and conversions count on their pages.'\n                }\n                disabled={archived}\n                empty={campaigns.ready && !campaigns.options.length}\n                emptyText=\"There are no campaigns yet. Create one from Marketing to file this sequence under it.\"\n              />\n            </Stack>\n          </CardDisplay>\n\n          {listIssue ? <Alert severity=\"error\">{listIssue}</Alert> : null}\n          {draft.steps.map((step, index) => (\n            <OutreachStepCard\n              key={step.id || `step-${index}`}\n              step={step}\n              index={index}\n              count={draft.steps.length}\n              firstEmail={\n                draft.steps.findIndex((entry) => entry.kind === 'email') ===\n                index\n              }\n              inThread={isInThreadEmailStep(draft.steps, index)}\n              threadSubject={threadSubject(index)}\n              templates={templates.data}\n              issues={stepIssues(index)}\n              disabled={archived}\n              onChange={(next) => setStep(index, next)}\n              onMove={(direction) => moveStep(index, direction)}\n              onRemove={() =>\n                update({\n                  steps: draft.steps.filter(\n                    (_entry, position) => position !== index,\n                  ),\n                })\n              }\n            />\n          ))}\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Button\n              variant=\"outlined\"\n              startIcon={<MdiIcon path={mdiPlus.path} fontSize=\"small\" />}\n              disabled={\n                archived || full || emailCount >= OUTREACH_MAX_EMAIL_STEPS\n              }\n              onClick={() =>\n                update({\n                  steps: [...draft.steps, newOutreachEmailStep(draft.steps)],\n                })\n              }\n            >\n              Add email\n            </Button>\n            <Button\n              variant=\"outlined\"\n              startIcon={<MdiIcon path={mdiPlus.path} fontSize=\"small\" />}\n              disabled={archived || full}\n              onClick={(event) => setTaskAnchor(event.currentTarget)}\n              aria-haspopup=\"menu\"\n            >\n              Add task\n            </Button>\n            <Menu\n              anchorEl={taskAnchor}\n              open={Boolean(taskAnchor)}\n              onClose={() => setTaskAnchor(null)}\n            >\n              {OUTREACH_TASK_KINDS.map((kind: OutreachTaskKind) => (\n                <MenuItem\n                  key={kind}\n                  onClick={() => {\n                    setTaskAnchor(null)\n                    update({\n                      steps: [\n                        ...draft.steps,\n                        newOutreachTaskStep(draft.steps, kind),\n                      ],\n                    })\n                  }}\n                >\n                  {OUTREACH_TASK_KIND_LABELS[kind]}\n                </MenuItem>\n              ))}\n            </Menu>\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Up to ${OUTREACH_MAX_STEPS} steps, ${OUTREACH_MAX_EMAIL_STEPS} of them emails.`}\n          </Typography>\n\n          <CardDisplay\n            header=\"Who it sends to, and when\"\n            help={pluginDocsHelp('sequences', {\n              anchor: '#build-a-sequence',\n              excerpt:\n                'A sequence sends only to the countries both it and your organization allow, and in its mailbox’s sending hours unless it has its own.',\n            })}\n            contentGutterX\n            contentGutterY\n          >\n            <Stack spacing={2}>\n              <Autocomplete<string, true>\n                multiple\n                options={countryOptions}\n                value={draft.settings.allowedCountries}\n                getOptionLabel={outreachCountryLabel}\n                onChange={(_event, next) =>\n                  update({\n                    settings: { ...draft.settings, allowedCountries: next },\n                  })\n                }\n                disabled={archived}\n                renderValue={(value, getItemProps) =>\n                  value.map((code, index) => {\n                    const { key, ...item } = getItemProps({ index })\n                    return (\n                      <Chip\n                        key={key}\n                        size=\"small\"\n                        label={outreachCountryLabel(code)}\n                        {...item}\n                      />\n                    )\n                  })\n                }\n                renderInput={(params) => (\n                  <TextField\n                    {...params}\n                    label=\"Countries\"\n                    error={Boolean(countriesIssue)}\n                    helperText={\n                      countriesIssue ??\n                      'Among the countries your organization allows. Cold contacts are emailed only in the United States.'\n                    }\n                  />\n                )}\n              />\n              <FormControlLabel\n                control={\n                  <Switch\n                    checked={draft.settings.allowCustomers}\n                    onChange={(event) =>\n                      update({\n                        settings: {\n                          ...draft.settings,\n                          allowCustomers: event.target.checked,\n                        },\n                      })\n                    }\n                    disabled={archived}\n                  />\n                }\n                label=\"Include customers\"\n              />\n              {/*\n                * Click tracking (AGL-3239), with its cost stated where it is\n                * chosen rather than in a document nobody opens. Off by\n                * default: it changes the link a cold recipient sees, and the\n                * emails stay plain text either way — there is no open\n                * tracking to turn on, because a tracking image needs an HTML\n                * email and these are not.\n                */}\n              <Stack spacing={0}>\n                <FormControlLabel\n                  control={\n                    <Switch\n                      checked={draft.settings.trackClicks}\n                      onChange={(event) =>\n                        update({\n                          settings: {\n                            ...draft.settings,\n                            trackClicks: event.target.checked,\n                          },\n                        })\n                      }\n                      disabled={archived}\n                    />\n                  }\n                  label=\"Count link clicks\"\n                />\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  Links in these emails are replaced with links of ours that\n                  forward to the same page, so clicks can be counted. The\n                  recipient sees the replacement, not your address. Opens\n                  aren’t counted either way: these emails are plain text, and\n                  counting an open needs a tracking image.\n                </Typography>\n              </Stack>\n              {/*\n                * The mail-client unsubscribe button (AGL-3296), off by\n                * default: the header is what makes Apple Mail, Gmail and\n                * Outlook present a one-to-one email as a mailing list. The\n                * footer's \"reply 'no'\" line is the way out either way.\n                */}\n              <Stack spacing={0}>\n                <FormControlLabel\n                  control={\n                    <Switch\n                      checked={draft.settings.listUnsubscribe}\n                      onChange={(event) =>\n                        update({\n                          settings: {\n                            ...draft.settings,\n                            listUnsubscribe: event.target.checked,\n                          },\n                        })\n                      }\n                      disabled={archived}\n                    />\n                  }\n                  label=\"Add a mail-client unsubscribe button\"\n                />\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  Adds the List-Unsubscribe header, so the recipient’s mail\n                  app shows its own Unsubscribe button. It’s the easiest way\n                  out for them, and fewer people mark you as spam when they\n                  have it, but mail apps then label the email as coming from\n                  a mailing list. Off, the footer’s “reply ‘no’” line is the\n                  way out, and it’s always there.\n                </Typography>\n              </Stack>\n              <OutreachSendWindowFields\n                window={draft.settings.window}\n                onChange={(window) =>\n                  update({ settings: { ...draft.settings, window } })\n                }\n                daysIssue={issueAt('settings.window.days')}\n                hoursIssue={issueAt('settings.window')}\n                disabled={archived}\n              />\n            </Stack>\n          </CardDisplay>\n\n          {archived ? null : (\n            <Stack\n              direction={{ xs: 'column', sm: 'row' }}\n              spacing={1}\n              sx={{ justifyContent: 'flex-end' }}\n            >\n              {props.onCancel ? (\n                <Button\n                  variant=\"text\"\n                  onClick={props.onCancel}\n                  disabled={saving}\n                >\n                  Cancel\n                </Button>\n              ) : null}\n              <Button\n                variant=\"contained\"\n                onClick={() => void save()}\n                disabled={saving}\n              >\n                {saving ? 'Saving…' : sequence ? 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package/src/lib/engine/sequence-validation.js

@@ -138,7 +138,10 @@ const WEEKDAY_NAMES = [
         allowCustomers: data['allowCustomers'] === true,
         // Absent is off (AGL-3239). Every sequence written before the setting
         // existed reads as untracked, which is what it was.
-        trackClicks: data['trackClicks'] === true
+        trackClicks: data['trackClicks'] === true,
+        // Absent is off (AGL-3296): a sequence is one-to-one mail, and every
+        // sequence written before the setting existed reads as headerless.
+        listUnsubscribe: data['listUnsubscribe'] === true
     };
 }
 export function validateOutreachSequenceSettings(settings, path = 'settings') {

package/src/lib/engine/sequence-validation.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/sequence-validation.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 MAY BE (AGL-2979).\n *\n * One validator for the three readers that need it: the editor, which shows\n * every issue beside the field it belongs to; the route that saves, which\n * refuses a sequence with an error; and activation, which also refuses while\n * the organization's footer cannot be written. Each issue names its field by\n * a dotted path (`steps.2.subject`) and says what to do in a sentence.\n *\n * ERRORS AND WARNINGS. An error is a sequence the engine cannot send or the\n * rules forbid: a fifth email, a first email with no subject, a `Re:` on a\n * message that answers nothing. A warning is a sequence that sends and\n * probably is not what its author meant — a merge field nobody fills, a\n * first email that never uses the personal line the rep writes at\n * enrollment.\n *==========================================*/\n\nimport { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CRM_MERGE_FIELDS,\n  type CrmMergeFieldGroup,\n  crmMergeFieldsIn,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { crmThreadSubject } from '@aglyn/aglyn/app-utils/crm-inbound'\nimport {\n  OUTREACH_DEFAULT_ALLOWED_COUNTRIES,\n  OUTREACH_MAX_EMAIL_STEPS,\n  OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS,\n  OUTREACH_MAX_STEPS,\n  OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS,\n  OUTREACH_TASK_KINDS,\n  type OutreachEmailStep,\n  type OutreachOrgSettings,\n  type OutreachSendWindow,\n  type OutreachSequence,\n  type OutreachSequenceSettings,\n  type OutreachSequenceStep,\n} from '../model/outreach.types'\n\n/** The merge field the rep's signal sentence is written into a step with. */\nexport const OUTREACH_PERSONAL_LINE_FIELD = 'enrollment.personalLine'\n\n/** A merge field as the Outreach editor's picker offers it. */\nexport interface OutreachMergeFieldDefinition {\n  key: string\n  label: string\n  group: CrmMergeFieldGroup | 'Enrollment'\n}\n\n/**\n * Every field an Outreach step may use: the CRM's, which the composer fills\n * through the CRM's own resolver, and the enrollment's.\n */\nexport const OUTREACH_MERGE_FIELDS: readonly OutreachMergeFieldDefinition[] = [\n  ...CRM_MERGE_FIELDS,\n  { key: OUTREACH_PERSONAL_LINE_FIELD, label: 'Personal line', group: 'Enrollment' },\n]\n\n/** The longest name a sequence carries. */\nexport const OUTREACH_SEQUENCE_NAME_MAX = 120\n\n/** The longest title a task step carries. */\nexport const OUTREACH_TASK_TITLE_MAX = 200\n\nexport type OutreachValidationSeverity = 'error' | 'warning'\n\nexport type OutreachValidationCode =\n  | 'name_required'\n  | 'name_too_long'\n  | 'mailbox_required'\n  | 'steps_required'\n  | 'too_many_steps'\n  | 'too_many_email_steps'\n  | 'step_id_required'\n  | 'duplicate_step_id'\n  | 'unknown_step_kind'\n  | 'delay_invalid'\n  | 'subject_required'\n  | 'subject_too_long'\n  | 'subject_reply_prefix'\n  | 'body_required'\n  | 'body_and_template'\n  | 'body_too_long'\n  | 'unknown_merge_field'\n  | 'personal_line_unused'\n  | 'task_kind_invalid'\n  | 'task_title_required'\n  | 'task_title_too_long'\n  | 'window_days_invalid'\n  | 'window_hours_invalid'\n  | 'countries_required'\n  | 'country_invalid'\n  | 'legal_name_required'\n  | 'postal_address_required'\n\nexport interface OutreachValidationIssue {\n  /** The field, dotted: `name`, `steps.2.subject`, `settings.window`, `orgSettings.postalAddress`. */\n  path: string\n  code: OutreachValidationCode\n  message: string\n  severity: OutreachValidationSeverity\n}\n\n/** Whether any issue in the list stops a save or an activation. */\nexport function hasOutreachValidationErrors(\n  issues: readonly OutreachValidationIssue[],\n): boolean {\n  return issues.some((issue) => issue.severity === 'error')\n}\n\nconst error = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'error' })\n\nconst warning = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'warning' })\n\nconst asText = (value: unknown): string => (typeof value === 'string' ? value : '')\n\nconst isEmailStep = (step: OutreachSequenceStep | null | undefined): step is OutreachEmailStep =>\n  step?.kind === 'email'\n\n/** The index of the first email step, or `-1` for a sequence with none. */\nexport function firstEmailStepIndex(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n): number {\n  return (steps ?? []).findIndex(isEmailStep)\n}\n\n/**\n * Whether the email at `index` is sent as a reply in the thread an earlier\n * email started: every email after the first unless it says otherwise. The\n * first email starts the thread whatever its `replyInThread` says.\n */\nexport function isInThreadEmailStep(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  index: number,\n): boolean {\n  const step = steps?.[index]\n  if (!isEmailStep(step)) return false\n  const first = firstEmailStepIndex(steps)\n  return index > first && step.replyInThread !== false\n}\n\n/**\n * Whether a subject opens with a reply or forward prefix — `Re:`, `Fwd:`,\n * `AW:` — which on an email that answers nothing tells the recipient a\n * conversation exists that does not. The prefixes are the CRM thread\n * reader's, so the two agree on what one looks like.\n */\nexport function outreachSubjectHasReplyPrefix(subject: unknown): boolean {\n  const collapsed = asText(subject).replace(/\\s+/g, ' ').trim()\n  return collapsed !== '' && crmThreadSubject(collapsed) !== collapsed.slice(0, CRM_EMAIL_SUBJECT_MAX)\n}\n\nconst WEEKDAY_NAMES = ['Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thursday', 'Friday', 'Saturday']\n\n/** A sending window's shape: at least one weekday, and an opening before a close. */\nexport function validateOutreachSendWindow(\n  window: OutreachSendWindow | null | undefined,\n  path = 'window',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const days = Array.isArray(window?.days) ? window.days : []\n  const daysValid =\n    days.length > 0 &&\n    days.every((day) => Number.isInteger(day) && day >= 0 && day < WEEKDAY_NAMES.length) &&\n    new Set(days).size === days.length\n  if (!daysValid) {\n    issues.push(\n      error(`${path}.days`, 'window_days_invalid', 'Pick at least one day of the week to send on.'),\n    )\n  }\n  const start = window?.startMinute\n  const end = window?.endMinute\n  const hoursValid =\n    Number.isInteger(start) &&\n    Number.isInteger(end) &&\n    start >= 0 &&\n    end <= 24 * 60 &&\n    start < end\n  if (!hoursValid) {\n    issues.push(\n      error(\n        path,\n        'window_hours_invalid',\n        'The sending hours need a start time before the end time, within one day.',\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * The allowed countries, as stored or typed, reduced to unique uppercase\n * alpha-2 codes in the order given. Anything that is not two letters is\n * dropped, so a caller that needs to report it checks the raw value.\n */\nexport function normalizeOutreachAllowedCountries(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  const codes: string[] = []\n  for (const entry of value) {\n    const code = asText(entry).trim().toUpperCase()\n    if (/^[A-Z]{2}$/.test(code) && !codes.includes(code)) codes.push(code)\n  }\n  return codes\n}\n\n/**\n * A stored settings map with the defaults applied: the United States alone,\n * no customers, the mailbox's own window. A field a writer never set reads\n * as its default rather than as a permission nobody gave.\n */\nexport function readOutreachSequenceSettings(\n  raw: Partial<OutreachSequenceSettings> | Record<string, unknown> | null | undefined,\n): OutreachSequenceSettings {\n  const data = (raw ?? {}) as Record<string, unknown>\n  const countries = normalizeOutreachAllowedCountries(data['allowedCountries'])\n  const window = data['window'] as OutreachSendWindow | null | undefined\n  return {\n    window: window && typeof window === 'object' ? window : null,\n    allowedCountries: Array.isArray(data['allowedCountries'])\n      ? countries\n      : [...OUTREACH_DEFAULT_ALLOWED_COUNTRIES],\n    allowCustomers: data['allowCustomers'] === true,\n    // Absent is off (AGL-3239). Every sequence written before the setting\n    // existed reads as untracked, which is what it was.\n    trackClicks: data['trackClicks'] === true,\n  }\n}\n\nexport function validateOutreachSequenceSettings(\n  settings: OutreachSequenceSettings | null | undefined,\n  path = 'settings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (settings?.window) {\n    issues.push(...validateOutreachSendWindow(settings.window, `${path}.window`))\n  }\n  const raw = Array.isArray(settings?.allowedCountries) ? settings.allowedCountries : []\n  if (!raw.length) {\n    issues.push(\n      error(\n        `${path}.allowedCountries`,\n        'countries_required',\n        'Choose at least one country this sequence may send to.',\n      ),\n    )\n  }\n  raw.forEach((entry, index) => {\n    if (!/^[A-Z]{2}$/.test(asText(entry))) {\n      issues.push(\n        error(\n          `${path}.allowedCountries.${index}`,\n          'country_invalid',\n          `\"${asText(entry)}\" isn't a two-letter country code, like US.`,\n        ),\n      )\n    }\n  })\n  return issues\n}\n\nconst KNOWN_MERGE_FIELDS = new Set(OUTREACH_MERGE_FIELDS.map((field) => field.key))\n\nfunction mergeFieldWarnings(text: string, path: string): OutreachValidationIssue[] {\n  return crmMergeFieldsIn(text)\n    .filter((key) => !KNOWN_MERGE_FIELDS.has(key))\n    .map((key) =>\n      warning(\n        path,\n        'unknown_merge_field',\n        `{{${key}}} isn't a merge field, so it will be sent empty.`,\n      ),\n    )\n}\n\nfunction delayIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachSequenceStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const delay = step.delayBusinessDays\n  const followsAnEmail = isEmailStep(step) && index > firstEmailStepIndex(steps)\n  const min = followsAnEmail ? OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS : 0\n  if (Number.isInteger(delay) && delay >= min && delay <= OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS) {\n    return []\n  }\n  const message =\n    min > 0\n      ? `Wait ${min}–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this email.`\n      : `Wait 0–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this step.`\n  return [error(`${path}.delayBusinessDays`, 'delay_invalid', message)]\n}\n\nfunction emailStepIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachEmailStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const first = firstEmailStepIndex(steps) === index\n  const startsThread = !isInThreadEmailStep(steps, index)\n  const subject = asText(step.subject)\n  if (startsThread) {\n    if (!subject.trim()) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_required',\n          first\n            ? 'The first email needs a subject.'\n            : 'An email that starts a new thread needs a subject.',\n        ),\n      )\n    } else if (outreachSubjectHasReplyPrefix(subject)) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_reply_prefix',\n          'Remove the \"Re:\" or \"Fwd:\" — this email starts a conversation, it doesn\\'t answer one.',\n        ),\n      )\n    }\n    if (subject.length > CRM_EMAIL_SUBJECT_MAX) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_too_long',\n          `Keep the subject under ${CRM_EMAIL_SUBJECT_MAX} characters.`,\n        ),\n      )\n    }\n    issues.push(...mergeFieldWarnings(subject, `${path}.subject`))\n  }\n  const body = asText(step.body)\n  const templateId = asText(step.templateId).trim()\n  if (body.trim() && templateId) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_and_template',\n        'Write the email here or pick a template, not both.',\n      ),\n    )\n  } else if (!body.trim() && !templateId) {\n    issues.push(error(`${path}.body`, 'body_required', 'Write the email, or pick a template.'))\n  }\n  if (body.length > CRM_EMAIL_BODY_MAX) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_too_long',\n        `Keep the email under ${CRM_EMAIL_BODY_MAX.toLocaleString('en-US')} characters.`,\n      ),\n    )\n  }\n  if (body.trim()) {\n    issues.push(...mergeFieldWarnings(body, `${path}.body`))\n    if (first && !crmMergeFieldsIn(body).includes(OUTREACH_PERSONAL_LINE_FIELD)) {\n      issues.push(\n        warning(\n          `${path}.body`,\n          'personal_line_unused',\n          `The first email doesn't use {{${OUTREACH_PERSONAL_LINE_FIELD}}}, so the line written for each person won't appear.`,\n        ),\n      )\n    }\n  }\n  return issues\n}\n\n/** The steps of a sequence: their count, their ids, and each one's own fields. */\nexport function validateOutreachSteps(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  path = 'steps',\n): OutreachValidationIssue[] {\n  const list = Array.isArray(steps) ? steps : []\n  const issues: OutreachValidationIssue[] = []\n  if (!list.length) {\n    issues.push(error(path, 'steps_required', 'Add at least one step.'))\n    return issues\n  }\n  if (list.length > OUTREACH_MAX_STEPS) {\n    issues.push(\n      error(path, 'too_many_steps', `A sequence holds at most ${OUTREACH_MAX_STEPS} steps.`),\n    )\n  }\n  const emailCount = list.filter(isEmailStep).length\n  if (emailCount > OUTREACH_MAX_EMAIL_STEPS) {\n    issues.push(\n      error(\n        path,\n        'too_many_email_steps',\n        `A sequence sends at most ${OUTREACH_MAX_EMAIL_STEPS} emails to one person.`,\n      ),\n    )\n  }\n  const seen = new Set<string>()\n  list.forEach((step, index) => {\n    const stepPath = `${path}.${index}`\n    const id = asText(step?.id).trim()\n    if (!id) {\n      issues.push(error(`${stepPath}.id`, 'step_id_required', 'Every step needs an id.'))\n    } else if (seen.has(id)) {\n      issues.push(error(`${stepPath}.id`, 'duplicate_step_id', 'Two steps share an id.'))\n    }\n    seen.add(id)\n    if (isEmailStep(step)) {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      issues.push(...emailStepIssues(list, step, index, stepPath))\n    } else if (step?.kind === 'task') {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      if (!(OUTREACH_TASK_KINDS as readonly string[]).includes(step.taskKind)) {\n        issues.push(\n          error(`${stepPath}.taskKind`, 'task_kind_invalid', 'Pick LinkedIn, Call or To-do.'),\n        )\n      }\n      const title = asText(step.title)\n      if (!title.trim()) {\n        issues.push(error(`${stepPath}.title`, 'task_title_required', 'Give the task a title.'))\n      } else if (title.length > OUTREACH_TASK_TITLE_MAX) {\n        issues.push(\n          error(\n            `${stepPath}.title`,\n            'task_title_too_long',\n            `Keep the title under ${OUTREACH_TASK_TITLE_MAX} characters.`,\n          ),\n        )\n      }\n    } else {\n      issues.push(\n        error(stepPath, 'unknown_step_kind', 'A step is an email or a task.'),\n      )\n    }\n  })\n  return issues\n}\n\n/** Everything a stored sequence has to be before it may be saved. */\nexport function validateOutreachSequence(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const name = asText(sequence?.name)\n  if (!name.trim()) {\n    issues.push(error('name', 'name_required', 'Name the sequence.'))\n  } else if (name.length > OUTREACH_SEQUENCE_NAME_MAX) {\n    issues.push(\n      error('name', 'name_too_long', `Keep the name under ${OUTREACH_SEQUENCE_NAME_MAX} characters.`),\n    )\n  }\n  const steps = sequence?.steps ?? []\n  if (steps.some(isEmailStep) && !asText(sequence?.mailboxId).trim()) {\n    issues.push(\n      error('mailboxId', 'mailbox_required', 'Choose the mailbox this sequence sends from.'),\n    )\n  }\n  issues.push(...validateOutreachSteps(steps))\n  issues.push(...validateOutreachSequenceSettings(sequence?.settings))\n  return issues\n}\n\n/**\n * The organization's footer fields: a legal name and a postal address, the\n * two things the law requires every commercial email to carry.\n */\nexport function validateOutreachOrgSettings(\n  settings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n  path = 'orgSettings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (!asText(settings?.legalName).trim()) {\n    issues.push(\n      error(\n        `${path}.legalName`,\n        'legal_name_required',\n        \"Add your organization's legal name in Sequences settings. It goes in every email's footer.\",\n      ),\n    )\n  }\n  if (!asText(settings?.postalAddress).trim()) {\n    issues.push(\n      error(\n        `${path}.postalAddress`,\n        'postal_address_required',\n        \"Add your organization's postal address in Sequences settings. The law requires one in every sales email.\",\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * What activating a sequence refuses on: every issue saving refuses on, and\n * an organization whose footer cannot be written yet.\n */\nexport function validateOutreachSequenceActivation(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n  orgSettings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n): OutreachValidationIssue[] {\n  return [...validateOutreachSequence(sequence), 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/sequence-validation.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 MAY BE (AGL-2979).\n *\n * One validator for the three readers that need it: the editor, which shows\n * every issue beside the field it belongs to; the route that saves, which\n * refuses a sequence with an error; and activation, which also refuses while\n * the organization's footer cannot be written. Each issue names its field by\n * a dotted path (`steps.2.subject`) and says what to do in a sentence.\n *\n * ERRORS AND WARNINGS. An error is a sequence the engine cannot send or the\n * rules forbid: a fifth email, a first email with no subject, a `Re:` on a\n * message that answers nothing. A warning is a sequence that sends and\n * probably is not what its author meant — a merge field nobody fills, a\n * first email that never uses the personal line the rep writes at\n * enrollment.\n *==========================================*/\n\nimport { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CRM_MERGE_FIELDS,\n  type CrmMergeFieldGroup,\n  crmMergeFieldsIn,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { crmThreadSubject } from '@aglyn/aglyn/app-utils/crm-inbound'\nimport {\n  OUTREACH_DEFAULT_ALLOWED_COUNTRIES,\n  OUTREACH_MAX_EMAIL_STEPS,\n  OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS,\n  OUTREACH_MAX_STEPS,\n  OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS,\n  OUTREACH_TASK_KINDS,\n  type OutreachEmailStep,\n  type OutreachOrgSettings,\n  type OutreachSendWindow,\n  type OutreachSequence,\n  type OutreachSequenceSettings,\n  type OutreachSequenceStep,\n} from '../model/outreach.types'\n\n/** The merge field the rep's signal sentence is written into a step with. */\nexport const OUTREACH_PERSONAL_LINE_FIELD = 'enrollment.personalLine'\n\n/** A merge field as the Outreach editor's picker offers it. */\nexport interface OutreachMergeFieldDefinition {\n  key: string\n  label: string\n  group: CrmMergeFieldGroup | 'Enrollment'\n}\n\n/**\n * Every field an Outreach step may use: the CRM's, which the composer fills\n * through the CRM's own resolver, and the enrollment's.\n */\nexport const OUTREACH_MERGE_FIELDS: readonly OutreachMergeFieldDefinition[] = [\n  ...CRM_MERGE_FIELDS,\n  { key: OUTREACH_PERSONAL_LINE_FIELD, label: 'Personal line', group: 'Enrollment' },\n]\n\n/** The longest name a sequence carries. */\nexport const OUTREACH_SEQUENCE_NAME_MAX = 120\n\n/** The longest title a task step carries. */\nexport const OUTREACH_TASK_TITLE_MAX = 200\n\nexport type OutreachValidationSeverity = 'error' | 'warning'\n\nexport type OutreachValidationCode =\n  | 'name_required'\n  | 'name_too_long'\n  | 'mailbox_required'\n  | 'steps_required'\n  | 'too_many_steps'\n  | 'too_many_email_steps'\n  | 'step_id_required'\n  | 'duplicate_step_id'\n  | 'unknown_step_kind'\n  | 'delay_invalid'\n  | 'subject_required'\n  | 'subject_too_long'\n  | 'subject_reply_prefix'\n  | 'body_required'\n  | 'body_and_template'\n  | 'body_too_long'\n  | 'unknown_merge_field'\n  | 'personal_line_unused'\n  | 'task_kind_invalid'\n  | 'task_title_required'\n  | 'task_title_too_long'\n  | 'window_days_invalid'\n  | 'window_hours_invalid'\n  | 'countries_required'\n  | 'country_invalid'\n  | 'legal_name_required'\n  | 'postal_address_required'\n\nexport interface OutreachValidationIssue {\n  /** The field, dotted: `name`, `steps.2.subject`, `settings.window`, `orgSettings.postalAddress`. */\n  path: string\n  code: OutreachValidationCode\n  message: string\n  severity: OutreachValidationSeverity\n}\n\n/** Whether any issue in the list stops a save or an activation. */\nexport function hasOutreachValidationErrors(\n  issues: readonly OutreachValidationIssue[],\n): boolean {\n  return issues.some((issue) => issue.severity === 'error')\n}\n\nconst error = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'error' })\n\nconst warning = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'warning' })\n\nconst asText = (value: unknown): string => (typeof value === 'string' ? value : '')\n\nconst isEmailStep = (step: OutreachSequenceStep | null | undefined): step is OutreachEmailStep =>\n  step?.kind === 'email'\n\n/** The index of the first email step, or `-1` for a sequence with none. */\nexport function firstEmailStepIndex(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n): number {\n  return (steps ?? []).findIndex(isEmailStep)\n}\n\n/**\n * Whether the email at `index` is sent as a reply in the thread an earlier\n * email started: every email after the first unless it says otherwise. The\n * first email starts the thread whatever its `replyInThread` says.\n */\nexport function isInThreadEmailStep(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  index: number,\n): boolean {\n  const step = steps?.[index]\n  if (!isEmailStep(step)) return false\n  const first = firstEmailStepIndex(steps)\n  return index > first && step.replyInThread !== false\n}\n\n/**\n * Whether a subject opens with a reply or forward prefix — `Re:`, `Fwd:`,\n * `AW:` — which on an email that answers nothing tells the recipient a\n * conversation exists that does not. The prefixes are the CRM thread\n * reader's, so the two agree on what one looks like.\n */\nexport function outreachSubjectHasReplyPrefix(subject: unknown): boolean {\n  const collapsed = asText(subject).replace(/\\s+/g, ' ').trim()\n  return collapsed !== '' && crmThreadSubject(collapsed) !== collapsed.slice(0, CRM_EMAIL_SUBJECT_MAX)\n}\n\nconst WEEKDAY_NAMES = ['Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thursday', 'Friday', 'Saturday']\n\n/** A sending window's shape: at least one weekday, and an opening before a close. */\nexport function validateOutreachSendWindow(\n  window: OutreachSendWindow | null | undefined,\n  path = 'window',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const days = Array.isArray(window?.days) ? window.days : []\n  const daysValid =\n    days.length > 0 &&\n    days.every((day) => Number.isInteger(day) && day >= 0 && day < WEEKDAY_NAMES.length) &&\n    new Set(days).size === days.length\n  if (!daysValid) {\n    issues.push(\n      error(`${path}.days`, 'window_days_invalid', 'Pick at least one day of the week to send on.'),\n    )\n  }\n  const start = window?.startMinute\n  const end = window?.endMinute\n  const hoursValid =\n    Number.isInteger(start) &&\n    Number.isInteger(end) &&\n    start >= 0 &&\n    end <= 24 * 60 &&\n    start < end\n  if (!hoursValid) {\n    issues.push(\n      error(\n        path,\n        'window_hours_invalid',\n        'The sending hours need a start time before the end time, within one day.',\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * The allowed countries, as stored or typed, reduced to unique uppercase\n * alpha-2 codes in the order given. Anything that is not two letters is\n * dropped, so a caller that needs to report it checks the raw value.\n */\nexport function normalizeOutreachAllowedCountries(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  const codes: string[] = []\n  for (const entry of value) {\n    const code = asText(entry).trim().toUpperCase()\n    if (/^[A-Z]{2}$/.test(code) && !codes.includes(code)) codes.push(code)\n  }\n  return codes\n}\n\n/**\n * A stored settings map with the defaults applied: the United States alone,\n * no customers, the mailbox's own window. A field a writer never set reads\n * as its default rather than as a permission nobody gave.\n */\nexport function readOutreachSequenceSettings(\n  raw: Partial<OutreachSequenceSettings> | Record<string, unknown> | null | undefined,\n): OutreachSequenceSettings {\n  const data = (raw ?? {}) as Record<string, unknown>\n  const countries = normalizeOutreachAllowedCountries(data['allowedCountries'])\n  const window = data['window'] as OutreachSendWindow | null | undefined\n  return {\n    window: window && typeof window === 'object' ? window : null,\n    allowedCountries: Array.isArray(data['allowedCountries'])\n      ? countries\n      : [...OUTREACH_DEFAULT_ALLOWED_COUNTRIES],\n    allowCustomers: data['allowCustomers'] === true,\n    // Absent is off (AGL-3239). Every sequence written before the setting\n    // existed reads as untracked, which is what it was.\n    trackClicks: data['trackClicks'] === true,\n    // Absent is off (AGL-3296): a sequence is one-to-one mail, and every\n    // sequence written before the setting existed reads as headerless.\n    listUnsubscribe: data['listUnsubscribe'] === true,\n  }\n}\n\nexport function validateOutreachSequenceSettings(\n  settings: OutreachSequenceSettings | null | undefined,\n  path = 'settings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (settings?.window) {\n    issues.push(...validateOutreachSendWindow(settings.window, `${path}.window`))\n  }\n  const raw = Array.isArray(settings?.allowedCountries) ? settings.allowedCountries : []\n  if (!raw.length) {\n    issues.push(\n      error(\n        `${path}.allowedCountries`,\n        'countries_required',\n        'Choose at least one country this sequence may send to.',\n      ),\n    )\n  }\n  raw.forEach((entry, index) => {\n    if (!/^[A-Z]{2}$/.test(asText(entry))) {\n      issues.push(\n        error(\n          `${path}.allowedCountries.${index}`,\n          'country_invalid',\n          `\"${asText(entry)}\" isn't a two-letter country code, like US.`,\n        ),\n      )\n    }\n  })\n  return issues\n}\n\nconst KNOWN_MERGE_FIELDS = new Set(OUTREACH_MERGE_FIELDS.map((field) => field.key))\n\nfunction mergeFieldWarnings(text: string, path: string): OutreachValidationIssue[] {\n  return crmMergeFieldsIn(text)\n    .filter((key) => !KNOWN_MERGE_FIELDS.has(key))\n    .map((key) =>\n      warning(\n        path,\n        'unknown_merge_field',\n        `{{${key}}} isn't a merge field, so it will be sent empty.`,\n      ),\n    )\n}\n\nfunction delayIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachSequenceStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const delay = step.delayBusinessDays\n  const followsAnEmail = isEmailStep(step) && index > firstEmailStepIndex(steps)\n  const min = followsAnEmail ? OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS : 0\n  if (Number.isInteger(delay) && delay >= min && delay <= OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS) {\n    return []\n  }\n  const message =\n    min > 0\n      ? `Wait ${min}–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this email.`\n      : `Wait 0–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this step.`\n  return [error(`${path}.delayBusinessDays`, 'delay_invalid', message)]\n}\n\nfunction emailStepIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachEmailStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const first = firstEmailStepIndex(steps) === index\n  const startsThread = !isInThreadEmailStep(steps, index)\n  const subject = asText(step.subject)\n  if (startsThread) {\n    if (!subject.trim()) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_required',\n          first\n            ? 'The first email needs a subject.'\n            : 'An email that starts a new thread needs a subject.',\n        ),\n      )\n    } else if (outreachSubjectHasReplyPrefix(subject)) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_reply_prefix',\n          'Remove the \"Re:\" or \"Fwd:\" — this email starts a conversation, it doesn\\'t answer one.',\n        ),\n      )\n    }\n    if (subject.length > CRM_EMAIL_SUBJECT_MAX) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_too_long',\n          `Keep the subject under ${CRM_EMAIL_SUBJECT_MAX} characters.`,\n        ),\n      )\n    }\n    issues.push(...mergeFieldWarnings(subject, `${path}.subject`))\n  }\n  const body = asText(step.body)\n  const templateId = asText(step.templateId).trim()\n  if (body.trim() && templateId) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_and_template',\n        'Write the email here or pick a template, not both.',\n      ),\n    )\n  } else if (!body.trim() && !templateId) {\n    issues.push(error(`${path}.body`, 'body_required', 'Write the email, or pick a template.'))\n  }\n  if (body.length > CRM_EMAIL_BODY_MAX) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_too_long',\n        `Keep the email under ${CRM_EMAIL_BODY_MAX.toLocaleString('en-US')} characters.`,\n      ),\n    )\n  }\n  if (body.trim()) {\n    issues.push(...mergeFieldWarnings(body, `${path}.body`))\n    if (first && !crmMergeFieldsIn(body).includes(OUTREACH_PERSONAL_LINE_FIELD)) {\n      issues.push(\n        warning(\n          `${path}.body`,\n          'personal_line_unused',\n          `The first email doesn't use {{${OUTREACH_PERSONAL_LINE_FIELD}}}, so the line written for each person won't appear.`,\n        ),\n      )\n    }\n  }\n  return issues\n}\n\n/** The steps of a sequence: their count, their ids, and each one's own fields. */\nexport function validateOutreachSteps(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  path = 'steps',\n): OutreachValidationIssue[] {\n  const list = Array.isArray(steps) ? steps : []\n  const issues: OutreachValidationIssue[] = []\n  if (!list.length) {\n    issues.push(error(path, 'steps_required', 'Add at least one step.'))\n    return issues\n  }\n  if (list.length > OUTREACH_MAX_STEPS) {\n    issues.push(\n      error(path, 'too_many_steps', `A sequence holds at most ${OUTREACH_MAX_STEPS} steps.`),\n    )\n  }\n  const emailCount = list.filter(isEmailStep).length\n  if (emailCount > OUTREACH_MAX_EMAIL_STEPS) {\n    issues.push(\n      error(\n        path,\n        'too_many_email_steps',\n        `A sequence sends at most ${OUTREACH_MAX_EMAIL_STEPS} emails to one person.`,\n      ),\n    )\n  }\n  const seen = new Set<string>()\n  list.forEach((step, index) => {\n    const stepPath = `${path}.${index}`\n    const id = asText(step?.id).trim()\n    if (!id) {\n      issues.push(error(`${stepPath}.id`, 'step_id_required', 'Every step needs an id.'))\n    } else if (seen.has(id)) {\n      issues.push(error(`${stepPath}.id`, 'duplicate_step_id', 'Two steps share an id.'))\n    }\n    seen.add(id)\n    if (isEmailStep(step)) {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      issues.push(...emailStepIssues(list, step, index, stepPath))\n    } else if (step?.kind === 'task') {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      if (!(OUTREACH_TASK_KINDS as readonly string[]).includes(step.taskKind)) {\n        issues.push(\n          error(`${stepPath}.taskKind`, 'task_kind_invalid', 'Pick LinkedIn, Call or To-do.'),\n        )\n      }\n      const title = asText(step.title)\n      if (!title.trim()) {\n        issues.push(error(`${stepPath}.title`, 'task_title_required', 'Give the task a title.'))\n      } else if (title.length > OUTREACH_TASK_TITLE_MAX) {\n        issues.push(\n          error(\n            `${stepPath}.title`,\n            'task_title_too_long',\n            `Keep the title under ${OUTREACH_TASK_TITLE_MAX} characters.`,\n          ),\n        )\n      }\n    } else {\n      issues.push(\n        error(stepPath, 'unknown_step_kind', 'A step is an email or a task.'),\n      )\n    }\n  })\n  return issues\n}\n\n/** Everything a stored sequence has to be before it may be saved. */\nexport function validateOutreachSequence(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const name = asText(sequence?.name)\n  if (!name.trim()) {\n    issues.push(error('name', 'name_required', 'Name the sequence.'))\n  } else if (name.length > OUTREACH_SEQUENCE_NAME_MAX) {\n    issues.push(\n      error('name', 'name_too_long', `Keep the name under ${OUTREACH_SEQUENCE_NAME_MAX} characters.`),\n    )\n  }\n  const steps = sequence?.steps ?? []\n  if (steps.some(isEmailStep) && !asText(sequence?.mailboxId).trim()) {\n    issues.push(\n      error('mailboxId', 'mailbox_required', 'Choose the mailbox this sequence sends from.'),\n    )\n  }\n  issues.push(...validateOutreachSteps(steps))\n  issues.push(...validateOutreachSequenceSettings(sequence?.settings))\n  return issues\n}\n\n/**\n * The organization's footer fields: a legal name and a postal address, the\n * two things the law requires every commercial email to carry.\n */\nexport function validateOutreachOrgSettings(\n  settings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n  path = 'orgSettings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (!asText(settings?.legalName).trim()) {\n    issues.push(\n      error(\n        `${path}.legalName`,\n        'legal_name_required',\n        \"Add your organization's legal name in Sequences settings. It goes in every email's footer.\",\n      ),\n    )\n  }\n  if (!asText(settings?.postalAddress).trim()) {\n    issues.push(\n      error(\n        `${path}.postalAddress`,\n        'postal_address_required',\n        \"Add your organization's postal address in Sequences settings. The law requires one in every sales email.\",\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * What activating a sequence refuses on: every issue saving refuses on, and\n * an organization whose footer cannot be written yet.\n */\nexport function validateOutreachSequenceActivation(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n  orgSettings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n): OutreachValidationIssue[] {\n  return [...validateOutreachSequence(sequence), 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package/src/lib/model/outreach.types.d.ts

@@ -361,6 +361,20 @@ export interface OutreachSequenceSettings {
      * `../engine/click-tracking.ts`.
      */
     trackClicks: boolean;
+    /**
+     * Whether this sequence's emails carry `List-Unsubscribe` and
+     * `List-Unsubscribe-Post` (RFC 8058) (AGL-3296). Default `false`, and
+     * `false` on every sequence written before the setting existed.
+     *
+     * On, mail clients draw their own unsubscribe button — Apple Mail as "This
+     * message is from a mailing list" — which is the easiest way out for the
+     * recipient and makes a one-to-one email read as bulk. Off, the footer's
+     * "reply 'no'" line is the way out; the footer and its postal address are
+     * mandatory either way, and the reply classifier stops on a "no". The
+     * Gmail/Yahoo one-click requirement binds bulk senders (5,000 a day), not a
+     * mailbox sending a sequence.
+     */
+    listUnsubscribe: boolean;
 }
 /**
  * The per-destination click rollup under one sequence: