@aglyn/plugins-outreach 1.0.0-beta.189 → 1.0.0-beta.191

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-outreach",
-  "version": "1.0.0-beta.189",
+  "version": "1.0.0-beta.191",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.189",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.189",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.189",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.189",
-    "@aglyn/shared-ui-next": "1.0.0-beta.189",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.189",
-    "@aglyn/shared-util-email": "1.0.0-beta.189",
-    "@aglyn/shared-util-http": "1.0.0-beta.189",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.189",
-    "@aglyn/shared-util-tools": "1.0.0-beta.189",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.189",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.189",
-    "@aglyn/tenant-runtime": "1.0.0-beta.189",
+    "@aglyn/aglyn": "1.0.0-beta.191",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.191",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.191",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.191",
+    "@aglyn/shared-ui-next": "1.0.0-beta.191",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.191",
+    "@aglyn/shared-util-email": "1.0.0-beta.191",
+    "@aglyn/shared-util-http": "1.0.0-beta.191",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.191",
+    "@aglyn/shared-util-tools": "1.0.0-beta.191",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.191",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.191",
+    "@aglyn/tenant-runtime": "1.0.0-beta.191",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/engine/gates.d.ts

@@ -43,9 +43,10 @@ export interface OutreachGateLookups {
     /**
      * The address's standing on the site's `sales` topic —
      * `readTopicSubscriptionState` of the `sales` entry in
-     * `hosts/{hostId}/topicOptOuts/{key}`. Only `opted-out` refuses: a pending
-     * confirmation is about a subscription, and a sales email does not rest on
-     * one.
+     * `hosts/{hostId}/topicOptOuts/{key}`, folded across the site's consent
+     * group. Only `opted-out` refuses: a pending confirmation — the site's own,
+     * or a sibling's where the org said its group waits — is about a
+     * subscription, and a sales email does not rest on one.
      */
     salesTopicState: TopicSubscriptionState | null;
     /** The address is on the organization's Outreach do-not-contact list. */

package/src/lib/engine/gates.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/gates.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 * WHO MAY BE EMAILED (AGL-2979).\n *\n * One pure decision, run twice: when a rep enrolls a person, so the dialog\n * can say everything that stands in the way at once, and again before every\n * send, because a person enrolled on Monday can unsubscribe, become a\n * customer or join the team by Thursday. It reads a contact as stored and\n * the RESULTS of the lookups the runtime makes; it makes none itself.\n *\n * ## Every block, not the first\n *\n * The result lists each gate that refuses, in the order below, with a\n * sentence a rep can act on. A dialog that revealed one problem per attempt\n * would be a dialog people learn to fight.\n *\n * ## Cold\n *\n * A contact is COLD when no inbound door ever brought them to the sending\n * site's business — no form, sign-up, order or booking recorded on that\n * site's facet of the contact, and no email they wrote to the workspace.\n * Cold contacts carry the heavier rules: a business address rather than a\n * personal mailbox, a United States address, a personal line from the rep,\n * and the three attestations only the rep can make. The facet is read, never\n * the whole document, because a form filled in on another client's site is\n * that client's relationship and not this one's.\n *\n * ## Lookups fail closed\n *\n * A lookup the runtime could not complete is passed as `null`, and `null`\n * refuses — with a sentence that says the check could not be made rather\n * than one that accuses the address of something. A person who asked not to\n * be emailed must not be emailed because a read timed out.\n *==========================================*/\n\nimport {\n  type ContactSource,\n  contactEmails,\n  normalizeContactEmail,\n  readContactFacet,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { isPublicMailboxDomain } from '@aglyn/aglyn/app-utils/crm'\nimport { emailStateRefusal, readEmailState } from '@aglyn/aglyn/app-utils/email-state'\nimport type { TopicSubscriptionState } from '@aglyn/aglyn/app-utils/email-topics'\nimport {\n  findMemberByEmailAddress,\n  type MemberAddresses,\n} from '@aglyn/aglyn/app-utils/member-email-aliases'\nimport {\n  OUTREACH_ATTESTATION_KINDS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachAttestations,\n  type OutreachEnrollmentStatus,\n  type OutreachSequenceSettings,\n} from '../model/outreach.types'\nimport {\n  type OutreachRecipientCountry,\n  outreachCountryName,\n  resolveOutreachRecipientCountry,\n} from './recipient-country'\nimport { readOutreachSequenceSettings } from './sequence-validation'\n\n/**\n * The capture doors that mean a person came to the business: a form, a\n * sign-up to the site or its newsletter, an order, a booking. `api`,\n * `import` and `manual` are how a business adds people it found, which is\n * exactly what cold means.\n */\nexport const OUTREACH_INBOUND_CONTACT_SOURCES: readonly ContactSource[] = [\n  'form',\n  'member',\n  'newsletter',\n  'order',\n  'booking',\n]\n\n/** The enrollment statuses that hold a person: one sequence at a time. */\nexport const OUTREACH_OPEN_ENROLLMENT_STATUSES: readonly OutreachEnrollmentStatus[] = [\n  'active',\n  'paused',\n]\n\n/**\n * What the runtime looked up about the address before asking. Every field is\n * `null` when its read failed, and a `null` refuses.\n */\nexport interface OutreachGateLookups {\n  /**\n   * `emailSuppressions/{key}` holds a record in force — a hard bounce or a\n   * spam complaint anywhere on the platform (`isEmailSuppressed`).\n   */\n  platformSuppressed: boolean | null\n  /** `hosts/{hostId}/suppressions/{key}` exists for the sequence's site. */\n  hostSuppressed: boolean | null\n  /**\n   * The address's standing on the site's `sales` topic —\n   * `readTopicSubscriptionState` of the `sales` entry in\n   * `hosts/{hostId}/topicOptOuts/{key}`. Only `opted-out` refuses: a pending\n   * confirmation is about a subscription, and a sales email does not rest on\n   * one.\n   */\n  salesTopicState: TopicSubscriptionState | null\n  /** The address is on the organization's Outreach do-not-contact list. */\n  doNotContact: boolean | null\n  /**\n   * The address's DOMAIN is on that list (AGL-3244): a member put it there,\n   * or the domain's mail gateway blocked the sender outright.\n   */\n  doNotContactDomain: boolean | null\n  /**\n   * The organization's roster: each member's sign-in address and confirmed\n   * aliases, as `crmInboundRoster` builds it.\n   */\n  workspaceMembers: readonly MemberAddresses[] | null\n  /**\n   * The person's enrollments that are `active` or `paused`, found by contact\n   * id or by address. Other statuses are ignored, so passing every\n   * enrollment is safe too.\n   */\n  openEnrollments: ReadonlyArray<{\n    id: string\n    sequenceId: string\n    status: OutreachEnrollmentStatus\n  }> | null\n  /**\n   * An email the person wrote (`direction: 'inbound'`) is filed on the\n   * contact. `null` reads as `false`, which only makes the contact cold and\n   * the rules stricter.\n   */\n  hasInboundEmail: boolean | null\n}\n\nexport interface OutreachGateInput {\n  /** The address the steps go to. */\n  email: string\n  /** The contact document as stored (`orgs/{orgId}/contacts/{id}`), or `null` when it is gone. */\n  contact: Record<string, unknown> | null | undefined\n  /** The consent group of the sequence's site: whose facet holds stage, sources and address. */\n  contactGroupId: string\n  /** The company document the contact is filed under, when there is one. */\n  company?: Record<string, unknown> | null\n  /** The sequence's settings as stored; a missing field reads as its default. */\n  settings: Partial<OutreachSequenceSettings> | null | undefined\n  /** The rep's signal sentence. */\n  personalLine: string | null | undefined\n  attestations: OutreachAttestations | null | undefined\n  /** The enrollment being re-checked before a send, so it does not count as another. */\n  enrollmentId?: string | null\n  lookups: OutreachGateLookups\n}\n\nexport type OutreachGateCode =\n  | 'contact_missing'\n  | 'invalid_email'\n  | 'email_not_on_contact'\n  | 'free_mail'\n  | 'country_not_allowed'\n  | 'country_unknown'\n  | 'platform_suppressed'\n  | 'host_suppressed'\n  | 'email_state'\n  | 'sales_opted_out'\n  | 'do_not_contact'\n  | 'do_not_contact_domain'\n  | 'workspace_member'\n  | 'customer'\n  | 'already_enrolled'\n  | 'attestations_missing'\n  | 'personal_line_missing'\n  | 'personal_line_too_long'\n\nexport interface OutreachGateBlock {\n  code: OutreachGateCode\n  /** A sentence a rep can act on. */\n  reason: string\n}\n\nexport interface OutreachGateResult {\n  allowed: boolean\n  /** The address, normalized, or `null` when it is not one. */\n  email: string | null\n  cold: boolean\n  country: OutreachRecipientCountry\n  /** Every gate that refuses, in gate order. */\n  blocks: OutreachGateBlock[]\n  /** The attestations a cold contact still needs, in the order they are asked. */\n  missingAttestations: OutreachAttestationKind[]\n}\n\n/** Local parts that answer no person: nobody reads a reply sent there. */\nconst MACHINE_LOCAL_PART = /^(no-?reply|do-?not-?reply|mailer-daemon|postmaster|bounces?)(\\+.*)?$/\n\n/**\n * Whether a contact came to the sending site's business through no inbound\n * door — see the module note.\n */\nexport function isColdOutreachContact(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n  hasInboundEmail: boolean,\n): boolean {\n  if (hasInboundEmail) return false\n  const { sources } = readContactFacet(contact, contactGroupId)\n  return !OUTREACH_INBOUND_CONTACT_SOURCES.some((source) => sources?.[source] === true)\n}\n\n/**\n * Whether the sending site's business counts the contact as a customer: a\n * `customer` stage, the `evangelist` stage past it, or an order on record.\n */\nexport function isOutreachCustomer(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n): boolean {\n  const facet = readContactFacet(contact, contactGroupId)\n  return (\n    facet.lifecycleStage === 'customer' ||\n    facet.lifecycleStage === 'evangelist' ||\n    facet.sources?.order === true ||\n    Number(facet.ordersCount) > 0\n  )\n}\n\n/** A confirmation counts only when it says who confirmed it and when. */\nexport function outreachAttestationHolds(\n  attestations: OutreachAttestations | null | undefined,\n  kind: OutreachAttestationKind,\n): boolean {\n  const entry = attestations?.[kind]\n  return (\n    typeof entry?.uid === 'string' &&\n    entry.uid.trim() !== '' &&\n    typeof entry.atMs === 'number' &&\n    Number.isFinite(entry.atMs) &&\n    entry.atMs > 0\n  )\n}\n\n/** The personal line as stored: one line, whitespace settled. */\nexport function normalizeOutreachPersonalLine(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\n/** Each attestation as the sentence that asks for it reads it. */\nconst ATTESTATION_PHRASES: Record<OutreachAttestationKind, string> = {\n  us_business_address: \"it's a US business address\",\n  published_or_given: 'they or their company published it, or they gave it to you',\n  verified_deliverable: 'it was verified as deliverable',\n}\n\nfunction listInWords(items: readonly string[]): string {\n  if (items.length <= 1) return items.join('')\n  return `${items.slice(0, -1).join('; ')}; and ${items[items.length - 1]}`\n}\n\nconst COULD_NOT_CHECK = 'Try again in a moment.'\n\n/** Every gate an address and a contact must pass — see the module note. */\nexport function evaluateOutreachGates(input: OutreachGateInput): OutreachGateResult {\n  const lookups = input.lookups\n  const settings = readOutreachSequenceSettings(input.settings)\n  const email = normalizeContactEmail(input.email)\n  const contact = input.contact ?? null\n  const cold = isColdOutreachContact(\n    contact,\n    input.contactGroupId,\n    lookups?.hasInboundEmail === true,\n  )\n  const blocks: OutreachGateBlock[] = []\n  const block = (code: OutreachGateCode, reason: string) => blocks.push({ code, reason })\n  // The gates below need both a record and an address to read.\n  const refusedOutright = (): OutreachGateResult => ({\n    allowed: false,\n    email,\n    cold,\n    country: { country: null, source: null },\n    blocks,\n    missingAttestations: [],\n  })\n\n  if (!contact) {\n    block('contact_missing', 'This contact no longer exists in the CRM.')\n    return refusedOutright()\n  }\n\n  // 1. A valid address, one that belongs to this contact and to a person.\n  if (!email) {\n    block('invalid_email', `\"${String(input.email ?? '').trim()}\" isn't a valid email address.`)\n    return refusedOutright()\n  }\n  if (MACHINE_LOCAL_PART.test(email.slice(0, email.lastIndexOf('@')))) {\n    block('invalid_email', `${email} is an automated address that no person reads.`)\n  }\n  if (!contactEmails(contact).includes(email)) {\n    block('email_not_on_contact', `${email} isn't an address on this contact's record.`)\n  }\n\n  // 2. A business address for a cold contact.\n  if (cold && isPublicMailboxDomain(email)) {\n    block(\n      'free_mail',\n      `${email} is a personal mailbox. Cold outreach goes only to business addresses.`,\n    )\n  }\n\n  // 3. The country.\n  const facet = readContactFacet(contact, input.contactGroupId)\n  const companyAddress = input.company ? input.company['address'] : null\n  const country = resolveOutreachRecipientCountry({\n    email,\n    contactAddress: facet.address,\n    companyAddress,\n  })\n  const attestedUs = outreachAttestationHolds(input.attestations, 'us_business_address')\n  if (country.country) {\n    const name = outreachCountryName(country.country)\n    const evidence =\n      country.source === 'domain' ? `its domain places it in ${name}` : `it's in ${name}`\n    if (!settings.allowedCountries.includes(country.country)) {\n      block(\n        'country_not_allowed',\n        `${email} can't be emailed from this sequence: ${evidence}, which isn't one of its countries.`,\n      )\n    } else if (cold && country.country !== 'US') {\n      block(\n        'country_not_allowed',\n        `Cold outreach goes only to US business addresses, and ${evidence}.`,\n      )\n    }\n  } else if (!settings.allowedCountries.includes('US')) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Add the country to the contact's address.`,\n    )\n  } else if (!attestedUs) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Confirm it's a US business address, or add the country to the contact.`,\n    )\n  }\n\n  // 4. Every list that says not to — the record's own verdict first\n  //    (AGL-3245), in the words the record page shows: what the lists below\n  //    hold, said by the reason it is held.\n  const recordRefusal = emailStateRefusal(readEmailState(contact))\n  if (recordRefusal) block('email_state', recordRefusal)\n  if (lookups?.platformSuppressed === true) {\n    block(\n      'platform_suppressed',\n      `${email} is on the platform's suppression list after a hard bounce or a spam complaint.`,\n    )\n  } else if (lookups?.platformSuppressed !== false) {\n    block(\n      'platform_suppressed',\n      `We couldn't check the platform's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.hostSuppressed === true) {\n    block('host_suppressed', `${email} unsubscribed from this site's email, or mail to it bounced.`)\n  } else if (lookups?.hostSuppressed !== false) {\n    block(\n      'host_suppressed',\n      `We couldn't check this site's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.salesTopicState === 'opted-out') {\n    block('sales_opted_out', `${email} opted out of sales outreach from this site.`)\n  } else if (lookups?.salesTopicState !== 'subscribed' && lookups?.salesTopicState !== 'pending') {\n    block(\n      'sales_opted_out',\n      `We couldn't check whether ${email} opted out of sales outreach. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.doNotContact === true) {\n    block('do_not_contact', `${email} is on your organization's do-not-contact list.`)\n  } else if (lookups?.doNotContact !== false) {\n    block(\n      'do_not_contact',\n      `We couldn't check your do-not-contact list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  const domain = email.slice(email.lastIndexOf('@') + 1)\n  if (lookups?.doNotContactDomain === true) {\n    block(\n      'do_not_contact_domain',\n      `${email} is at ${domain}, which is on your organization's do-not-contact list: no address there is emailed.`,\n    )\n  } else if (lookups?.doNotContactDomain !== false) {\n    block(\n      'do_not_contact_domain',\n      `We couldn't check your do-not-contact list for ${domain}. ${COULD_NOT_CHECK}`,\n    )\n  }\n\n  // 5. Not one of the workspace's own people.\n  const members = lookups?.workspaceMembers\n  if (!Array.isArray(members)) {\n    block(\n      'workspace_member',\n      `We couldn't check whether ${email} belongs to a member of this workspace. ${COULD_NOT_CHECK}`,\n    )\n  } else if (findMemberByEmailAddress(members, email)) {\n    block('workspace_member', `${email} belongs to a member of this workspace.`)\n  }\n\n  // 6. Not a customer, unless the sequence is written for them.\n  if (!settings.allowCustomers && isOutreachCustomer(contact, input.contactGroupId)) {\n    block('customer', \"This contact is a customer, and this sequence doesn't include customers.\")\n  }\n\n  // 7. One sequence at a time.\n  const enrollments = lookups?.openEnrollments\n  if (!Array.isArray(enrollments)) {\n    block(\n      'already_enrolled',\n      `We couldn't check this contact's other sequences. ${COULD_NOT_CHECK}`,\n    )\n  } else if (\n    enrollments.some(\n      (enrollment) =>\n        enrollment?.id !== input.enrollmentId &&\n        OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment?.status),\n    )\n  ) {\n    block(\n      'already_enrolled',\n      'This contact is already in another sequence. Finish or stop that one first.',\n    )\n  }\n\n  // 8. What only the rep can vouch for, on a cold contact.\n  const personalLine = normalizeOutreachPersonalLine(input.personalLine)\n  const missingAttestations = cold\n    ? OUTREACH_ATTESTATION_KINDS.filter(\n        (kind) => !outreachAttestationHolds(input.attestations, kind),\n      )\n    : []\n  if (missingAttestations.length) {\n    const phrases = missingAttestations.map((kind) => `that ${ATTESTATION_PHRASES[kind]}`)\n    block(\n      'attestations_missing',\n      `Before emailing a cold contact, confirm ${listInWords(phrases)}.`,\n    )\n  }\n  if (cold && !personalLine) {\n    block(\n      'personal_line_missing',\n      'Write a personal line: one sentence on why you are writing to this person now.',\n    )\n  }\n  if (personalLine.length > OUTREACH_PERSONAL_LINE_MAX) {\n    block(\n      'personal_line_too_long',\n      `Keep the personal line to one sentence, under ${OUTREACH_PERSONAL_LINE_MAX} characters.`,\n    )\n  }\n\n  return {\n    allowed: blocks.length === 0,\n    email,\n    cold,\n    country,\n    blocks,\n    missingAttestations,\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/gates.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 * WHO MAY BE EMAILED (AGL-2979).\n *\n * One pure decision, run twice: when a rep enrolls a person, so the dialog\n * can say everything that stands in the way at once, and again before every\n * send, because a person enrolled on Monday can unsubscribe, become a\n * customer or join the team by Thursday. It reads a contact as stored and\n * the RESULTS of the lookups the runtime makes; it makes none itself.\n *\n * ## Every block, not the first\n *\n * The result lists each gate that refuses, in the order below, with a\n * sentence a rep can act on. A dialog that revealed one problem per attempt\n * would be a dialog people learn to fight.\n *\n * ## Cold\n *\n * A contact is COLD when no inbound door ever brought them to the sending\n * site's business — no form, sign-up, order or booking recorded on that\n * site's facet of the contact, and no email they wrote to the workspace.\n * Cold contacts carry the heavier rules: a business address rather than a\n * personal mailbox, a United States address, a personal line from the rep,\n * and the three attestations only the rep can make. The facet is read, never\n * the whole document, because a form filled in on another client's site is\n * that client's relationship and not this one's.\n *\n * ## Lookups fail closed\n *\n * A lookup the runtime could not complete is passed as `null`, and `null`\n * refuses — with a sentence that says the check could not be made rather\n * than one that accuses the address of something. A person who asked not to\n * be emailed must not be emailed because a read timed out.\n *==========================================*/\n\nimport {\n  type ContactSource,\n  contactEmails,\n  normalizeContactEmail,\n  readContactFacet,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { isPublicMailboxDomain } from '@aglyn/aglyn/app-utils/crm'\nimport { emailStateRefusal, readEmailState } from '@aglyn/aglyn/app-utils/email-state'\nimport type { TopicSubscriptionState } from '@aglyn/aglyn/app-utils/email-topics'\nimport {\n  findMemberByEmailAddress,\n  type MemberAddresses,\n} from '@aglyn/aglyn/app-utils/member-email-aliases'\nimport {\n  OUTREACH_ATTESTATION_KINDS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachAttestations,\n  type OutreachEnrollmentStatus,\n  type OutreachSequenceSettings,\n} from '../model/outreach.types'\nimport {\n  type OutreachRecipientCountry,\n  outreachCountryName,\n  resolveOutreachRecipientCountry,\n} from './recipient-country'\nimport { readOutreachSequenceSettings } from './sequence-validation'\n\n/**\n * The capture doors that mean a person came to the business: a form, a\n * sign-up to the site or its newsletter, an order, a booking. `api`,\n * `import` and `manual` are how a business adds people it found, which is\n * exactly what cold means.\n */\nexport const OUTREACH_INBOUND_CONTACT_SOURCES: readonly ContactSource[] = [\n  'form',\n  'member',\n  'newsletter',\n  'order',\n  'booking',\n]\n\n/** The enrollment statuses that hold a person: one sequence at a time. */\nexport const OUTREACH_OPEN_ENROLLMENT_STATUSES: readonly OutreachEnrollmentStatus[] = [\n  'active',\n  'paused',\n]\n\n/**\n * What the runtime looked up about the address before asking. Every field is\n * `null` when its read failed, and a `null` refuses.\n */\nexport interface OutreachGateLookups {\n  /**\n   * `emailSuppressions/{key}` holds a record in force — a hard bounce or a\n   * spam complaint anywhere on the platform (`isEmailSuppressed`).\n   */\n  platformSuppressed: boolean | null\n  /** `hosts/{hostId}/suppressions/{key}` exists for the sequence's site. */\n  hostSuppressed: boolean | null\n  /**\n   * The address's standing on the site's `sales` topic —\n   * `readTopicSubscriptionState` of the `sales` entry in\n   * `hosts/{hostId}/topicOptOuts/{key}`, folded across the site's consent\n   * group. Only `opted-out` refuses: a pending confirmation — the site's own,\n   * or a sibling's where the org said its group waits — is about a\n   * subscription, and a sales email does not rest on one.\n   */\n  salesTopicState: TopicSubscriptionState | null\n  /** The address is on the organization's Outreach do-not-contact list. */\n  doNotContact: boolean | null\n  /**\n   * The address's DOMAIN is on that list (AGL-3244): a member put it there,\n   * or the domain's mail gateway blocked the sender outright.\n   */\n  doNotContactDomain: boolean | null\n  /**\n   * The organization's roster: each member's sign-in address and confirmed\n   * aliases, as `crmInboundRoster` builds it.\n   */\n  workspaceMembers: readonly MemberAddresses[] | null\n  /**\n   * The person's enrollments that are `active` or `paused`, found by contact\n   * id or by address. Other statuses are ignored, so passing every\n   * enrollment is safe too.\n   */\n  openEnrollments: ReadonlyArray<{\n    id: string\n    sequenceId: string\n    status: OutreachEnrollmentStatus\n  }> | null\n  /**\n   * An email the person wrote (`direction: 'inbound'`) is filed on the\n   * contact. `null` reads as `false`, which only makes the contact cold and\n   * the rules stricter.\n   */\n  hasInboundEmail: boolean | null\n}\n\nexport interface OutreachGateInput {\n  /** The address the steps go to. */\n  email: string\n  /** The contact document as stored (`orgs/{orgId}/contacts/{id}`), or `null` when it is gone. */\n  contact: Record<string, unknown> | null | undefined\n  /** The consent group of the sequence's site: whose facet holds stage, sources and address. */\n  contactGroupId: string\n  /** The company document the contact is filed under, when there is one. */\n  company?: Record<string, unknown> | null\n  /** The sequence's settings as stored; a missing field reads as its default. */\n  settings: Partial<OutreachSequenceSettings> | null | undefined\n  /** The rep's signal sentence. */\n  personalLine: string | null | undefined\n  attestations: OutreachAttestations | null | undefined\n  /** The enrollment being re-checked before a send, so it does not count as another. */\n  enrollmentId?: string | null\n  lookups: OutreachGateLookups\n}\n\nexport type OutreachGateCode =\n  | 'contact_missing'\n  | 'invalid_email'\n  | 'email_not_on_contact'\n  | 'free_mail'\n  | 'country_not_allowed'\n  | 'country_unknown'\n  | 'platform_suppressed'\n  | 'host_suppressed'\n  | 'email_state'\n  | 'sales_opted_out'\n  | 'do_not_contact'\n  | 'do_not_contact_domain'\n  | 'workspace_member'\n  | 'customer'\n  | 'already_enrolled'\n  | 'attestations_missing'\n  | 'personal_line_missing'\n  | 'personal_line_too_long'\n\nexport interface OutreachGateBlock {\n  code: OutreachGateCode\n  /** A sentence a rep can act on. */\n  reason: string\n}\n\nexport interface OutreachGateResult {\n  allowed: boolean\n  /** The address, normalized, or `null` when it is not one. */\n  email: string | null\n  cold: boolean\n  country: OutreachRecipientCountry\n  /** Every gate that refuses, in gate order. */\n  blocks: OutreachGateBlock[]\n  /** The attestations a cold contact still needs, in the order they are asked. */\n  missingAttestations: OutreachAttestationKind[]\n}\n\n/** Local parts that answer no person: nobody reads a reply sent there. */\nconst MACHINE_LOCAL_PART = /^(no-?reply|do-?not-?reply|mailer-daemon|postmaster|bounces?)(\\+.*)?$/\n\n/**\n * Whether a contact came to the sending site's business through no inbound\n * door — see the module note.\n */\nexport function isColdOutreachContact(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n  hasInboundEmail: boolean,\n): boolean {\n  if (hasInboundEmail) return false\n  const { sources } = readContactFacet(contact, contactGroupId)\n  return !OUTREACH_INBOUND_CONTACT_SOURCES.some((source) => sources?.[source] === true)\n}\n\n/**\n * Whether the sending site's business counts the contact as a customer: a\n * `customer` stage, the `evangelist` stage past it, or an order on record.\n */\nexport function isOutreachCustomer(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n): boolean {\n  const facet = readContactFacet(contact, contactGroupId)\n  return (\n    facet.lifecycleStage === 'customer' ||\n    facet.lifecycleStage === 'evangelist' ||\n    facet.sources?.order === true ||\n    Number(facet.ordersCount) > 0\n  )\n}\n\n/** A confirmation counts only when it says who confirmed it and when. */\nexport function outreachAttestationHolds(\n  attestations: OutreachAttestations | null | undefined,\n  kind: OutreachAttestationKind,\n): boolean {\n  const entry = attestations?.[kind]\n  return (\n    typeof entry?.uid === 'string' &&\n    entry.uid.trim() !== '' &&\n    typeof entry.atMs === 'number' &&\n    Number.isFinite(entry.atMs) &&\n    entry.atMs > 0\n  )\n}\n\n/** The personal line as stored: one line, whitespace settled. */\nexport function normalizeOutreachPersonalLine(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\n/** Each attestation as the sentence that asks for it reads it. */\nconst ATTESTATION_PHRASES: Record<OutreachAttestationKind, string> = {\n  us_business_address: \"it's a US business address\",\n  published_or_given: 'they or their company published it, or they gave it to you',\n  verified_deliverable: 'it was verified as deliverable',\n}\n\nfunction listInWords(items: readonly string[]): string {\n  if (items.length <= 1) return items.join('')\n  return `${items.slice(0, -1).join('; ')}; and ${items[items.length - 1]}`\n}\n\nconst COULD_NOT_CHECK = 'Try again in a moment.'\n\n/** Every gate an address and a contact must pass — see the module note. */\nexport function evaluateOutreachGates(input: OutreachGateInput): OutreachGateResult {\n  const lookups = input.lookups\n  const settings = readOutreachSequenceSettings(input.settings)\n  const email = normalizeContactEmail(input.email)\n  const contact = input.contact ?? null\n  const cold = isColdOutreachContact(\n    contact,\n    input.contactGroupId,\n    lookups?.hasInboundEmail === true,\n  )\n  const blocks: OutreachGateBlock[] = []\n  const block = (code: OutreachGateCode, reason: string) => blocks.push({ code, reason })\n  // The gates below need both a record and an address to read.\n  const refusedOutright = (): OutreachGateResult => ({\n    allowed: false,\n    email,\n    cold,\n    country: { country: null, source: null },\n    blocks,\n    missingAttestations: [],\n  })\n\n  if (!contact) {\n    block('contact_missing', 'This contact no longer exists in the CRM.')\n    return refusedOutright()\n  }\n\n  // 1. A valid address, one that belongs to this contact and to a person.\n  if (!email) {\n    block('invalid_email', `\"${String(input.email ?? '').trim()}\" isn't a valid email address.`)\n    return refusedOutright()\n  }\n  if (MACHINE_LOCAL_PART.test(email.slice(0, email.lastIndexOf('@')))) {\n    block('invalid_email', `${email} is an automated address that no person reads.`)\n  }\n  if (!contactEmails(contact).includes(email)) {\n    block('email_not_on_contact', `${email} isn't an address on this contact's record.`)\n  }\n\n  // 2. A business address for a cold contact.\n  if (cold && isPublicMailboxDomain(email)) {\n    block(\n      'free_mail',\n      `${email} is a personal mailbox. Cold outreach goes only to business addresses.`,\n    )\n  }\n\n  // 3. The country.\n  const facet = readContactFacet(contact, input.contactGroupId)\n  const companyAddress = input.company ? input.company['address'] : null\n  const country = resolveOutreachRecipientCountry({\n    email,\n    contactAddress: facet.address,\n    companyAddress,\n  })\n  const attestedUs = outreachAttestationHolds(input.attestations, 'us_business_address')\n  if (country.country) {\n    const name = outreachCountryName(country.country)\n    const evidence =\n      country.source === 'domain' ? `its domain places it in ${name}` : `it's in ${name}`\n    if (!settings.allowedCountries.includes(country.country)) {\n      block(\n        'country_not_allowed',\n        `${email} can't be emailed from this sequence: ${evidence}, which isn't one of its countries.`,\n      )\n    } else if (cold && country.country !== 'US') {\n      block(\n        'country_not_allowed',\n        `Cold outreach goes only to US business addresses, and ${evidence}.`,\n      )\n    }\n  } else if (!settings.allowedCountries.includes('US')) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Add the country to the contact's address.`,\n    )\n  } else if (!attestedUs) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Confirm it's a US business address, or add the country to the contact.`,\n    )\n  }\n\n  // 4. Every list that says not to — the record's own verdict first\n  //    (AGL-3245), in the words the record page shows: what the lists below\n  //    hold, said by the reason it is held.\n  const recordRefusal = emailStateRefusal(readEmailState(contact))\n  if (recordRefusal) block('email_state', recordRefusal)\n  if (lookups?.platformSuppressed === true) {\n    block(\n      'platform_suppressed',\n      `${email} is on the platform's suppression list after a hard bounce or a spam complaint.`,\n    )\n  } else if (lookups?.platformSuppressed !== false) {\n    block(\n      'platform_suppressed',\n      `We couldn't check the platform's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.hostSuppressed === true) {\n    block('host_suppressed', `${email} unsubscribed from this site's email, or mail to it bounced.`)\n  } else if (lookups?.hostSuppressed !== false) {\n    block(\n      'host_suppressed',\n      `We couldn't check this site's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.salesTopicState === 'opted-out') {\n    block('sales_opted_out', `${email} opted out of sales outreach from this site.`)\n  } else if (lookups?.salesTopicState !== 'subscribed' && lookups?.salesTopicState !== 'pending') {\n    block(\n      'sales_opted_out',\n      `We couldn't check whether ${email} opted out of sales outreach. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.doNotContact === true) {\n    block('do_not_contact', `${email} is on your organization's do-not-contact list.`)\n  } else if (lookups?.doNotContact !== false) {\n    block(\n      'do_not_contact',\n      `We couldn't check your do-not-contact list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  const domain = email.slice(email.lastIndexOf('@') + 1)\n  if (lookups?.doNotContactDomain === true) {\n    block(\n      'do_not_contact_domain',\n      `${email} is at ${domain}, which is on your organization's do-not-contact list: no address there is emailed.`,\n    )\n  } else if (lookups?.doNotContactDomain !== false) {\n    block(\n      'do_not_contact_domain',\n      `We couldn't check your do-not-contact list for ${domain}. ${COULD_NOT_CHECK}`,\n    )\n  }\n\n  // 5. Not one of the workspace's own people.\n  const members = lookups?.workspaceMembers\n  if (!Array.isArray(members)) {\n    block(\n      'workspace_member',\n      `We couldn't check whether ${email} belongs to a member of this workspace. ${COULD_NOT_CHECK}`,\n    )\n  } else if (findMemberByEmailAddress(members, email)) {\n    block('workspace_member', `${email} belongs to a member of this workspace.`)\n  }\n\n  // 6. Not a customer, unless the sequence is written for them.\n  if (!settings.allowCustomers && isOutreachCustomer(contact, input.contactGroupId)) {\n    block('customer', \"This contact is a customer, and this sequence doesn't include customers.\")\n  }\n\n  // 7. One sequence at a time.\n  const enrollments = lookups?.openEnrollments\n  if (!Array.isArray(enrollments)) {\n    block(\n      'already_enrolled',\n      `We couldn't check this contact's other sequences. ${COULD_NOT_CHECK}`,\n    )\n  } else if (\n    enrollments.some(\n      (enrollment) =>\n        enrollment?.id !== input.enrollmentId &&\n        OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment?.status),\n    )\n  ) {\n    block(\n      'already_enrolled',\n      'This contact is already in another sequence. Finish or stop that one first.',\n    )\n  }\n\n  // 8. What only the rep can vouch for, on a cold contact.\n  const personalLine = normalizeOutreachPersonalLine(input.personalLine)\n  const missingAttestations = cold\n    ? OUTREACH_ATTESTATION_KINDS.filter(\n        (kind) => !outreachAttestationHolds(input.attestations, kind),\n      )\n    : []\n  if (missingAttestations.length) {\n    const phrases = missingAttestations.map((kind) => `that ${ATTESTATION_PHRASES[kind]}`)\n    block(\n      'attestations_missing',\n      `Before emailing a cold contact, confirm ${listInWords(phrases)}.`,\n    )\n  }\n  if (cold && !personalLine) {\n    block(\n      'personal_line_missing',\n      'Write a personal line: one sentence on why you are writing to this person now.',\n    )\n  }\n  if (personalLine.length > OUTREACH_PERSONAL_LINE_MAX) {\n    block(\n      'personal_line_too_long',\n      `Keep the personal line to one sentence, under ${OUTREACH_PERSONAL_LINE_MAX} characters.`,\n    )\n  }\n\n  return {\n    allowed: blocks.length === 0,\n    email,\n    cold,\n    country,\n    blocks,\n    missingAttestations,\n  }\n}\n"],"names":["contactEmails","normalizeContactEmail","readContactFacet","isPublicMailboxDomain","emailStateRefusal","readEmailState","findMemberByEmailAddress","OUTREACH_ATTESTATION_KINDS","OUTREACH_PERSONAL_LINE_MAX","outreachCountryName","resolveOutreachRecipientCountry","readOutreachSequenceSettings","OUTREACH_INBOUND_CONTACT_SOURCES","OUTREACH_OPEN_ENROLLMENT_STATUSES","MACHINE_LOCAL_PART","isColdOutreachContact","contact","contactGroupId","hasInboundEmail","sources","some","source","isOutreachCustomer","facet","lifecycleStage","order","Number","ordersCount","outreachAttestationHolds","attestations","kind","entry","uid","trim","atMs","isFinite","normalizeOutreachPersonalLine","value","replace","ATTESTATION_PHRASES","us_business_address","published_or_given","verified_deliverable","listInWords","items","length","join","slice","COULD_NOT_CHECK","evaluateOutreachGates","input","lookups","settings","email","cold","blocks","block","code","reason","push","refusedOutright","allowed","country","missingAttestations","String","test","lastIndexOf","includes","companyAddress","company","contactAddress","address","attestedUs","name","evidence","allowedCountries","recordRefusal","platformSuppressed","hostSuppressed","salesTopicState","doNotContact","domain","doNotContactDomain","members","workspaceMembers","Array","isArray","allowCustomers","enrollments","openEnrollments","enrollment","id","enrollmentId","status","personalLine","filter","phrases","map"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;4CAgC4C,GAE5C,SAEEA,aAAa,EACbC,qBAAqB,EACrBC,gBAAgB,QACX,kCAAiC;AACxC,SAASC,qBAAqB,QAAQ,6BAA4B;AAClE,SAASC,iBAAiB,EAAEC,cAAc,QAAQ,qCAAoC;AAEtF,SACEC,wBAAwB,QAEnB,8CAA6C;AACpD,SACEC,0BAA0B,EAC1BC,0BAA0B,QAKrB,6BAAyB;AAChC,SAEEC,mBAAmB,EACnBC,+BAA+B,QAC1B,yBAAqB;AAC5B,SAASC,4BAA4B,QAAQ,2BAAuB;AAEpE;;;;;CAKC,GACD,OAAO,MAAMC,mCAA6D;IACxE;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,wEAAwE,GACxE,OAAO,MAAMC,oCAAyE;IACpF;IACA;CACD,CAAA;AA8GD,wEAAwE,GACxE,MAAMC,qBAAqB;AAE3B;;;CAGC,GACD,OAAO,SAASC,sBACdC,OAAmD,EACnDC,cAAsB,EACtBC,eAAwB;IAExB,IAAIA,iBAAiB,OAAO;IAC5B,MAAM,EAAEC,OAAO,EAAE,GAAGjB,iBAAiBc,SAASC;IAC9C,OAAO,CAACL,iCAAiCQ,IAAI,CAAC,CAACC,SAAWF,CAAAA,2BAAAA,OAAS,CAACE,OAAO,MAAK;AAClF;AAEA;;;CAGC,GACD,OAAO,SAASC,mBACdN,OAAmD,EACnDC,cAAsB;QAMpBM;IAJF,MAAMA,QAAQrB,iBAAiBc,SAASC;IACxC,OACEM,MAAMC,cAAc,KAAK,cACzBD,MAAMC,cAAc,KAAK,gBACzBD,EAAAA,iBAAAA,MAAMJ,OAAO,qBAAbI,eAAeE,KAAK,MAAK,QACzBC,OAAOH,MAAMI,WAAW,IAAI;AAEhC;AAEA,uEAAuE,GACvE,OAAO,SAASC,yBACdC,YAAqD,EACrDC,IAA6B;IAE7B,MAAMC,QAAQF,gCAAAA,YAAc,CAACC,KAAK;IAClC,OACE,QAAOC,yBAAAA,MAAOC,GAAG,MAAK,YACtBD,MAAMC,GAAG,CAACC,IAAI,OAAO,MACrB,OAAOF,MAAMG,IAAI,KAAK,YACtBR,OAAOS,QAAQ,CAACJ,MAAMG,IAAI,KAC1BH,MAAMG,IAAI,GAAG;AAEjB;AAEA,+DAA+D,GAC/D,OAAO,SAASE,8BAA8BC,KAAc;IAC1D,OAAO,OAAOA,UAAU,WAAWA,MAAMC,OAAO,CAAC,QAAQ,KAAKL,IAAI,KAAK;AACzE;AAEA,gEAAgE,GAChE,MAAMM,sBAA+D;IACnEC,qBAAqB;IACrBC,oBAAoB;IACpBC,sBAAsB;AACxB;AAEA,SAASC,YAAYC,KAAwB;IAC3C,IAAIA,MAAMC,MAAM,IAAI,GAAG,OAAOD,MAAME,IAAI,CAAC;IACzC,OAAO,GAAGF,MAAMG,KAAK,CAAC,GAAG,CAAC,GAAGD,IAAI,CAAC,MAAM,MAAM,EAAEF,KAAK,CAACA,MAAMC,MAAM,GAAG,EAAE,EAAE;AAC3E;AAEA,MAAMG,kBAAkB;AAExB,yEAAyE,GACzE,OAAO,SAASC,sBAAsBC,KAAwB;QAI5CA;IAHhB,MAAMC,UAAUD,MAAMC,OAAO;IAC7B,MAAMC,WAAWzC,6BAA6BuC,MAAME,QAAQ;IAC5D,MAAMC,QAAQpD,sBAAsBiD,MAAMG,KAAK;IAC/C,MAAMrC,WAAUkC,iBAAAA,MAAMlC,OAAO,YAAbkC,iBAAiB;IACjC,MAAMI,OAAOvC,sBACXC,SACAkC,MAAMjC,cAAc,EACpBkC,CAAAA,2BAAAA,QAASjC,eAAe,MAAK;IAE/B,MAAMqC,SAA8B,EAAE;IACtC,MAAMC,QAAQ,CAACC,MAAwBC,SAAmBH,OAAOI,IAAI,CAAC;YAAEF;YAAMC;QAAO;IACrF,6DAA6D;IAC7D,MAAME,kBAAkB,IAA2B,CAAA;YACjDC,SAAS;YACTR;YACAC;YACAQ,SAAS;gBAAEA,SAAS;gBAAMzC,QAAQ;YAAK;YACvCkC;YACAQ,qBAAqB,EAAE;QACzB,CAAA;IAEA,IAAI,CAAC/C,SAAS;QACZwC,MAAM,mBAAmB;QACzB,OAAOI;IACT;IAEA,wEAAwE;IACxE,IAAI,CAACP,OAAO;YACwBH;QAAlCM,MAAM,iBAAiB,CAAC,CAAC,EAAEQ,QAAOd,eAAAA,MAAMG,KAAK,YAAXH,eAAe,IAAIjB,IAAI,GAAG,8BAA8B,CAAC;QAC3F,OAAO2B;IACT;IACA,IAAI9C,mBAAmBmD,IAAI,CAACZ,MAAMN,KAAK,CAAC,GAAGM,MAAMa,WAAW,CAAC,QAAQ;QACnEV,MAAM,iBAAiB,GAAGH,MAAM,8CAA8C,CAAC;IACjF;IACA,IAAI,CAACrD,cAAcgB,SAASmD,QAAQ,CAACd,QAAQ;QAC3CG,MAAM,wBAAwB,GAAGH,MAAM,2CAA2C,CAAC;IACrF;IAEA,4CAA4C;IAC5C,IAAIC,QAAQnD,sBAAsBkD,QAAQ;QACxCG,MACE,aACA,GAAGH,MAAM,sEAAsE,CAAC;IAEpF;IAEA,kBAAkB;IAClB,MAAM9B,QAAQrB,iBAAiBc,SAASkC,MAAMjC,cAAc;IAC5D,MAAMmD,iBAAiBlB,MAAMmB,OAAO,GAAGnB,MAAMmB,OAAO,CAAC,UAAU,GAAG;IAClE,MAAMP,UAAUpD,gCAAgC;QAC9C2C;QACAiB,gBAAgB/C,MAAMgD,OAAO;QAC7BH;IACF;IACA,MAAMI,aAAa5C,yBAAyBsB,MAAMrB,YAAY,EAAE;IAChE,IAAIiC,QAAQA,OAAO,EAAE;QACnB,MAAMW,OAAOhE,oBAAoBqD,QAAQA,OAAO;QAChD,MAAMY,WACJZ,QAAQzC,MAAM,KAAK,WAAW,CAAC,wBAAwB,EAAEoD,MAAM,GAAG,CAAC,QAAQ,EAAEA,MAAM;QACrF,IAAI,CAACrB,SAASuB,gBAAgB,CAACR,QAAQ,CAACL,QAAQA,OAAO,GAAG;YACxDN,MACE,uBACA,GAAGH,MAAM,sCAAsC,EAAEqB,SAAS,mCAAmC,CAAC;QAElG,OAAO,IAAIpB,QAAQQ,QAAQA,OAAO,KAAK,MAAM;YAC3CN,MACE,uBACA,CAAC,sDAAsD,EAAEkB,SAAS,CAAC,CAAC;QAExE;IACF,OAAO,IAAI,CAACtB,SAASuB,gBAAgB,CAACR,QAAQ,CAAC,OAAO;QACpDX,MACE,mBACA,CAAC,4BAA4B,EAAEH,MAAM,iDAAiD,CAAC;IAE3F,OAAO,IAAI,CAACmB,YAAY;QACtBhB,MACE,mBACA,CAAC,4BAA4B,EAAEH,MAAM,8EA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package/src/lib/enrollment/gate-lookups.d.ts

@@ -41,6 +41,12 @@ export interface ReadOutreachGateLookupsInput {
      * each. Omitted, the site alone.
      */
     consentHostIds?: readonly string[];
+    /**
+     * The same group's `awaitsConfirmation`: whether a sibling's pending
+     * confirmation counts in the sales stream's standing as the sequence
+     * site's own does. Omitted, it does not.
+     */
+    consentAwaitsConfirmation?: boolean;
     people: readonly OutreachGateLookupPerson[];
 }
 type Firestore = FirebaseFirestore.Firestore;

package/src/lib/enrollment/gate-lookups.js

@@ -36,7 +36,8 @@
  * covered, which the gates read as "we couldn't check" and refuse: a
  * person who asked not to be emailed must not be emailed because a read
  * timed out. One failed list does not blank the others.
- */ import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
+ */ import { consentGroupTopicState } from "@aglyn/aglyn/app-utils/consent-groups";
+import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
 import { EMAIL_TOPIC_SALES, readTopicSubscriptionState, TOPIC_OPT_OUTS_SUBCOLLECTION } from "@aglyn/aglyn/app-utils/email-topics";
 import { personKey } from "@aglyn/aglyn/app-utils/person-key";
 import { loadCrmInboundRoster } from "@aglyn/tenant-data-admin/server/crm-inbound-email";
@@ -116,9 +117,14 @@ async function getAllChunked(firestore, refs) {
         keyedGroupLookup(firestore, people, hostIds, (host, key)=>host.collection(TOPIC_OPT_OUTS_SUBCOLLECTION).doc(key), (snapshot)=>{
             var _ref;
             return readTopicSubscriptionState(((_ref = snapshot.exists ? snapshot.get('topics') : null) != null ? _ref : {})[EMAIL_TOPIC_SALES]);
-        }, // The sequence site's own standing, unless a sibling holds a refusal:
-        // leaving the sales stream anywhere in the group is leaving the sender.
-        ([own, ...siblings])=>siblings.includes('opted-out') ? 'opted-out' : own, 'sales topic'),
+        }, // The group's standing, the way the topic filter folds it: leaving the
+        // sales stream anywhere in the group is leaving the sender, and a
+        // sibling's pending confirmation counts only where the org said the
+        // group waits. What a pending standing means for a sales email is the
+        // gates' question, not this one.
+        (states)=>consentGroupTopicState({
+                awaitsConfirmation: input.consentAwaitsConfirmation === true
+            }, states), 'sales topic'),
         lookupOutreachDoNotContact(firestore, orgId, people.map((person)=>person.email)),
         // The domain half of the same list (AGL-3244), one `getAll` over the
         // distinct domains the people are at.

package/src/lib/enrollment/gate-lookups.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/enrollment/gate-lookups.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 * THE LOOKUPS THE ENROLLMENT GATES DECIDE ON (AGL-2980).\n *\n * `evaluateOutreachGates` is pure: it reads a contact as stored and the\n * RESULTS of the reads the runtime makes. This is those reads, for many\n * people at once — the enroll preview asks about everyone a view names in\n * one pass, and the sending runtime asks about one person before each send\n * with the same function, so the two can never consult different lists.\n *\n * Server only. Every list keyed by address is read with one `getAll` over\n * `personKey` ids — the suppression lists, the sales topic opt-outs, the\n * do-not-contact list — so a lookup costs one round trip however many\n * people it covers, and needs no index that could go missing. The roster\n * is read once. The two per-person facts that are queries — the person's\n * other enrollments and whether they ever wrote in — are equality filters\n * on single fields.\n *\n * ## A read that failed is `null`, and `null` refuses\n *\n * Each lookup is caught on its own and answers `null` for everyone it\n * covered, which the gates read as \"we couldn't check\" and refuse: a\n * person who asked not to be emailed must not be emailed because a read\n * timed out. One failed list does not blank the others.\n */\n\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  EMAIL_TOPIC_SALES,\n  readTopicSubscriptionState,\n  TOPIC_OPT_OUTS_SUBCOLLECTION,\n  type TopicSubscriptionState,\n} from '@aglyn/aglyn/app-utils/email-topics'\nimport type { MemberAddresses } from '@aglyn/aglyn/app-utils/member-email-aliases'\nimport { personKey } from '@aglyn/aglyn/app-utils/person-key'\nimport { loadCrmInboundRoster } from '@aglyn/tenant-data-admin/server/crm-inbound-email'\nimport {\n  EMAIL_SUPPRESSIONS_COLLECTION,\n  HOST_SUPPRESSIONS_SUBCOLLECTION,\n} from '@aglyn/tenant-data-admin/server/email-suppression'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport type { OutreachEnrollmentStatus } from '../model/outreach.types'\nimport {\n  lookupOutreachDoNotContact,\n  lookupOutreachDoNotContactDomains,\n} from '../storage/do-not-contact-store'\nimport { outreachOrgCollection } from '../storage/outreach-records'\n\n/**\n * One person to look up: the record they are, and the address the steps go\n * to. `personId` keys the answer — the contact's id, or the lead's person\n * key (AGL-3234); a lead has no contact to look up enrollments or inbound\n * email by, so those reads go by the lead instead.\n */\nexport interface OutreachGateLookupPerson {\n  personId: string\n  /** The contact's id, or `null` for a lead. */\n  contactId: string | null\n  /** The lead's person key, or `null` for a contact. */\n  leadId: string | null\n  email: string\n}\n\nexport interface ReadOutreachGateLookupsInput {\n  orgId: string\n  /** The sequence's site: whose suppression list and topic opt-outs apply. */\n  hostId: string\n  /**\n   * Every site in the sequence site's consent group, the site included —\n   * `consentGroupForHost(org, hostId).hostIds`. An org that declared several\n   * sites one sender is one sender to the person who unsubscribed from any of\n   * them, so the site suppression list and the sales opt-outs are read on\n   * each. Omitted, the site alone.\n   */\n  consentHostIds?: readonly string[]\n  people: readonly OutreachGateLookupPerson[]\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** `getAll` takes this many references at most per call. */\nconst GET_ALL_CHUNK = 300\n\nasync function getAllChunked(\n  firestore: Firestore,\n  refs: readonly FirebaseFirestore.DocumentReference[],\n): Promise<FirebaseFirestore.DocumentSnapshot[]> {\n  const snapshots: FirebaseFirestore.DocumentSnapshot[] = []\n  for (let start = 0; start < refs.length; start += GET_ALL_CHUNK) {\n    snapshots.push(...(await firestore.getAll(...refs.slice(start, start + GET_ALL_CHUNK))))\n  }\n  return snapshots\n}\n\n/**\n * One keyed list, read for every person at once: `answer` turns each\n * person's document into their answer. An address that cannot be keyed has\n * no document anywhere and is answered as unchecked, and so is everyone\n * when the read fails.\n */\nasync function keyedLookup<T>(\n  firestore: Firestore,\n  people: readonly OutreachGateLookupPerson[],\n  collection: (key: string) => FirebaseFirestore.DocumentReference,\n  answer: (snapshot: FirebaseFirestore.DocumentSnapshot) => T,\n  label: string,\n): Promise<Map<string, T | null>> {\n  const answers = new Map<string, T | null>()\n  const keyed: Array<{ personId: string; key: string }> = []\n  for (const person of people) {\n    const key = personKey(person.email)\n    if (key) keyed.push({ personId: person.personId, key })\n    else answers.set(person.personId, null)\n  }\n  if (!keyed.length) return answers\n  try {\n    const snapshots = await getAllChunked(\n      firestore,\n      keyed.map((entry) => collection(entry.key)),\n    )\n    keyed.forEach((entry, index) => answers.set(entry.personId, answer(snapshots[index])))\n  } catch (error) {\n    console.error(`[outreach] ${label} lookup failed; reading as unchecked`, error)\n    for (const entry of keyed) answers.set(entry.personId, null)\n  }\n  return answers\n}\n\n/**\n * The same keyed lookup on every site of a consent group, folded into one\n * answer per person by `fold`. A read that failed anywhere is `null` for the\n * people it covered, so a sibling's unreadable list refuses as the site's own\n * would. A group of one is one lookup, exactly as the site alone.\n */\nasync function keyedGroupLookup<T>(\n  firestore: Firestore,\n  people: readonly OutreachGateLookupPerson[],\n  hostIds: readonly string[],\n  collection: (host: FirebaseFirestore.DocumentReference, key: string) => FirebaseFirestore.DocumentReference,\n  answer: (snapshot: FirebaseFirestore.DocumentSnapshot) => T,\n  fold: (answers: readonly T[]) => T,\n  label: string,\n): Promise<Map<string, T | null>> {\n  const bySite = await Promise.all(\n    hostIds.map((id) => {\n      const host = firestore.collection('hosts').doc(id)\n      return keyedLookup(firestore, people, (key) => collection(host, key), answer, label)\n    }),\n  )\n  if (bySite.length === 1) return bySite[0]\n  const folded = new Map<string, T | null>()\n  for (const person of people) {\n    const answers = bySite.map((site) => site.get(person.personId) ?? null)\n    folded.set(\n      person.personId,\n      answers.some((answer) => answer === null) ? null : fold(answers as T[]),\n    )\n  }\n  return folded\n}\n\n/** Every lookup the gates take, for each person, keyed by person id. */\nexport async function readOutreachGateLookups(\n  firestore: Firestore,\n  input: ReadOutreachGateLookupsInput,\n): Promise<Map<string, OutreachGateLookups>> {\n  const { orgId, hostId, people } = input\n  // The sequence's site first, then the rest of its consent group.\n  const hostIds = [\n    hostId,\n    ...new Set((input.consentHostIds ?? []).filter((id) => id && id !== hostId)),\n  ]\n  const enrollments = outreachOrgCollection(firestore, orgId, 'enrollments')\n  const activities = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.activities)\n\n  const [platform, site, sales, doNotContact, doNotContactDomain, roster, perPerson] = await Promise.all([\n    keyedLookup(\n      firestore,\n      people,\n      (key) => firestore.collection(EMAIL_SUPPRESSIONS_COLLECTION).doc(key),\n      // A released record no longer suppresses.\n      (snapshot) => snapshot.exists && !snapshot.get('releasedAt'),\n      'platform suppression',\n    ),\n    keyedGroupLookup(\n      firestore,\n      people,\n      hostIds,\n      (host, key) => host.collection(HOST_SUPPRESSIONS_SUBCOLLECTION).doc(key),\n      (snapshot) => snapshot.exists,\n      // An entry on any site of the group suppresses.\n      (answers) => answers.some(Boolean),\n      'site suppression',\n    ),\n    keyedGroupLookup<TopicSubscriptionState>(\n      firestore,\n      people,\n      hostIds,\n      (host, key) => host.collection(TOPIC_OPT_OUTS_SUBCOLLECTION).doc(key),\n      (snapshot) =>\n        readTopicSubscriptionState(\n          ((snapshot.exists ? snapshot.get('topics') : null) ?? {})[EMAIL_TOPIC_SALES],\n        ),\n      // The sequence site's own standing, unless a sibling holds a refusal:\n      // leaving the sales stream anywhere in the group is leaving the sender.\n      ([own, ...siblings]) => (siblings.includes('opted-out') ? 'opted-out' : own),\n      'sales topic',\n    ),\n    lookupOutreachDoNotContact(\n      firestore,\n      orgId,\n      people.map((person) => person.email),\n    ),\n    // The domain half of the same list (AGL-3244), one `getAll` over the\n    // distinct domains the people are at.\n    lookupOutreachDoNotContactDomains(\n      firestore,\n      orgId,\n      people.map((person) => person.email),\n    ),\n    loadCrmInboundRoster(firestore, orgId).catch((error: unknown): MemberAddresses[] | null => {\n      console.error('[outreach] roster lookup failed; reading as unchecked', error)\n      return null\n    }),\n    Promise.all(\n      people.map(async (person) => {\n        const open = await Promise.all([\n          person.contactId\n            ? enrollments.where('contactId', '==', person.contactId).get()\n            : enrollments.where('leadId', '==', person.leadId ?? '').get(),\n          enrollments.where('email', '==', person.email).get(),\n        ])\n          .then(([byContact, byEmail]) => {\n            const found = new Map<string, { id: string; sequenceId: string; status: OutreachEnrollmentStatus }>()\n            for (const doc of [...byContact.docs, ...byEmail.docs]) {\n              found.set(doc.id, {\n                id: doc.id,\n                sequenceId: String(doc.get('sequenceId') ?? ''),\n                status: doc.get('status') as OutreachEnrollmentStatus,\n              })\n            }\n            return [...found.values()]\n          })\n          .catch((error: unknown) => {\n            console.error('[outreach] enrollment lookup failed; reading as unchecked', error)\n            return null\n          })\n        // An email the person wrote: filed on the contact, or on the lead\n        // while they were one (AGL-3234).\n        const inbound = await activities\n          .where(person.contactId ? 'contactId' : 'leadId', '==', person.contactId ?? person.leadId ?? '')\n          .where('direction', '==', 'inbound')\n          .limit(1)\n          .get()\n          .then((snapshot) => !snapshot.empty)\n          .catch((error: unknown) => {\n            console.error('[outreach] inbound email lookup failed; reading as cold', error)\n            return null\n          })\n        return { personId: person.personId, open, inbound }\n      }),\n    ),\n  ])\n\n  const byPerson = new Map(perPerson.map((entry) => [entry.personId, entry]))\n  const lookups = new Map<string, OutreachGateLookups>()\n  for (const person of people) {\n    const own = byPerson.get(person.personId)\n    lookups.set(person.personId, {\n      platformSuppressed: platform.get(person.personId) ?? null,\n      hostSuppressed: site.get(person.personId) ?? null,\n      salesTopicState: sales.get(person.personId) ?? null,\n      doNotContact: doNotContact.get(person.email) ?? null,\n      doNotContactDomain: doNotContactDomain.get(person.email) ?? null,\n      workspaceMembers: roster,\n      openEnrollments: own?.open ?? null,\n      hasInboundEmail: own?.inbound ?? null,\n    })\n  }\n  return lookups\n}\n"],"names":["CRM_COLLECTIONS","EMAIL_TOPIC_SALES","readTopicSubscriptionState","TOPIC_OPT_OUTS_SUBCOLLECTION","personKey","loadCrmInboundRoster","EMAIL_SUPPRESSIONS_COLLECTION","HOST_SUPPRESSIONS_SUBCOLLECTION","lookupOutreachDoNotContact","lookupOutreachDoNotContactDomains","outreachOrgCollection","GET_ALL_CHUNK","getAllChunked","firestore","refs","snapshots","start","length","push","getAll","slice","keyedLookup","people","collection","answer","label","answers","Map","keyed","person","key","email","personId","set","map","entry","forEach","index","error","console","keyedGroupLookup","hostIds","fold","bySite","Promise","all","id","host","doc","folded","site","get","some","readOutreachGateLookups","input","orgId","hostId","Set","consentHostIds","filter","enrollments","activities","platform","sales","doNotContact","doNotContactDomain","roster","perPerson","snapshot","exists","Boolean","own","siblings","includes","catch","open","contactId","where","leadId","then","byContact","byEmail","found","docs","sequenceId","String","status","values","inbound","limit","empty","byPerson","lookups","platformSuppressed","hostSuppressed","salesTopicState","workspaceMembers","openEnrollments","hasInboundEmail"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GAED,SAASA,eAAe,QAAQ,6BAA4B;AAC5D,SACEC,iBAAiB,EACjBC,0BAA0B,EAC1BC,4BAA4B,QAEvB,sCAAqC;AAE5C,SAASC,SAAS,QAAQ,oCAAmC;AAC7D,SAASC,oBAAoB,QAAQ,oDAAmD;AACxF,SACEC,6BAA6B,EAC7BC,+BAA+B,QAC1B,oDAAmD;AAG1D,SACEC,0BAA0B,EAC1BC,iCAAiC,QAC5B,qCAAiC;AACxC,SAASC,qBAAqB,QAAQ,iCAA6B;AAkCnE,0DAA0D,GAC1D,MAAMC,gBAAgB;AAEtB,eAAeC,cACbC,SAAoB,EACpBC,IAAoD;IAEpD,MAAMC,YAAkD,EAAE;IAC1D,IAAK,IAAIC,QAAQ,GAAGA,QAAQF,KAAKG,MAAM,EAAED,SAASL,cAAe;QAC/DI,UAAUG,IAAI,IAAK,MAAML,UAAUM,MAAM,IAAIL,KAAKM,KAAK,CAACJ,OAAOA,QAAQL;IACzE;IACA,OAAOI;AACT;AAEA;;;;;CAKC,GACD,eAAeM,YACbR,SAAoB,EACpBS,MAA2C,EAC3CC,UAAgE,EAChEC,MAA2D,EAC3DC,KAAa;IAEb,MAAMC,UAAU,IAAIC;IACpB,MAAMC,QAAkD,EAAE;IAC1D,KAAK,MAAMC,UAAUP,OAAQ;QAC3B,MAAMQ,MAAM1B,UAAUyB,OAAOE,KAAK;QAClC,IAAID,KAAKF,MAAMV,IAAI,CAAC;YAAEc,UAAUH,OAAOG,QAAQ;YAAEF;QAAI;aAChDJ,QAAQO,GAAG,CAACJ,OAAOG,QAAQ,EAAE;IACpC;IACA,IAAI,CAACJ,MAAMX,MAAM,EAAE,OAAOS;IAC1B,IAAI;QACF,MAAMX,YAAY,MAAMH,cACtBC,WACAe,MAAMM,GAAG,CAAC,CAACC,QAAUZ,WAAWY,MAAML,GAAG;QAE3CF,MAAMQ,OAAO,CAAC,CAACD,OAAOE,QAAUX,QAAQO,GAAG,CAACE,MAAMH,QAAQ,EAAER,OAAOT,SAAS,CAACsB,MAAM;IACrF,EAAE,OAAOC,OAAO;QACdC,QAAQD,KAAK,CAAC,CAAC,WAAW,EAAEb,MAAM,oCAAoC,CAAC,EAAEa;QACzE,KAAK,MAAMH,SAASP,MAAOF,QAAQO,GAAG,CAACE,MAAMH,QAAQ,EAAE;IACzD;IACA,OAAON;AACT;AAEA;;;;;CAKC,GACD,eAAec,iBACb3B,SAAoB,EACpBS,MAA2C,EAC3CmB,OAA0B,EAC1BlB,UAA2G,EAC3GC,MAA2D,EAC3DkB,IAAkC,EAClCjB,KAAa;IAEb,MAAMkB,SAAS,MAAMC,QAAQC,GAAG,CAC9BJ,QAAQP,GAAG,CAAC,CAACY;QACX,MAAMC,OAAOlC,UAAUU,UAAU,CAAC,SAASyB,GAAG,CAACF;QAC/C,OAAOzB,YAAYR,WAAWS,QAAQ,CAACQ,MAAQP,WAAWwB,MAAMjB,MAAMN,QAAQC;IAChF;IAEF,IAAIkB,OAAO1B,MAAM,KAAK,GAAG,OAAO0B,MAAM,CAAC,EAAE;IACzC,MAAMM,SAAS,IAAItB;IACnB,KAAK,MAAME,UAAUP,OAAQ;QAC3B,MAAMI,UAAUiB,OAAOT,GAAG,CAAC,CAACgB;gBAASA;oBAAAA,YAAAA,KAAKC,GAAG,CAACtB,OAAOG,QAAQ,aAAxBkB,YAA6B;;QAClED,OAAOhB,GAAG,CACRJ,OAAOG,QAAQ,EACfN,QAAQ0B,IAAI,CAAC,CAAC5B,SAAWA,WAAW,QAAQ,OAAOkB,KAAKhB;IAE5D;IACA,OAAOuB;AACT;AAEA,sEAAsE,GACtE,OAAO,eAAeI,wBACpBxC,SAAoB,EACpByC,KAAmC;QAMrBA;IAJd,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAElC,MAAM,EAAE,GAAGgC;IAClC,iEAAiE;IACjE,MAAMb,UAAU;QACde;WACG,IAAIC,IAAI,EAACH,wBAAAA,MAAMI,cAAc,YAApBJ,wBAAwB,EAAE,EAAEK,MAAM,CAAC,CAACb,KAAOA,MAAMA,OAAOU;KACrE;IACD,MAAMI,cAAclD,sBAAsBG,WAAW0C,OAAO;IAC5D,MAAMM,aAAahD,UAAUU,UAAU,CAAC,QAAQyB,GAAG,CAACO,OAAOhC,UAAU,CAACvB,gBAAgB6D,UAAU;IAEhG,MAAM,CAACC,UAAUZ,MAAMa,OAAOC,cAAcC,oBAAoBC,QAAQC,UAAU,GAAG,MAAMvB,QAAQC,GAAG,CAAC;QACrGxB,YACER,WACAS,QACA,CAACQ,MAAQjB,UAAUU,UAAU,CAACjB,+BAA+B0C,GAAG,CAAClB,MACjE,0CAA0C;QAC1C,CAACsC,WAAaA,SAASC,MAAM,IAAI,CAACD,SAASjB,GAAG,CAAC,eAC/C;QAEFX,iBACE3B,WACAS,QACAmB,SACA,CAACM,MAAMjB,MAAQiB,KAAKxB,UAAU,CAAChB,iCAAiCyC,GAAG,CAAClB,MACpE,CAACsC,WAAaA,SAASC,MAAM,EAC7B,gDAAgD;QAChD,CAAC3C,UAAYA,QAAQ0B,IAAI,CAACkB,UAC1B;QAEF9B,iBACE3B,WACAS,QACAmB,SACA,CAACM,MAAMjB,MAAQiB,KAAKxB,UAAU,CAACpB,8BAA8B6C,GAAG,CAAClB,MACjE,CAACsC;gBAEKA;mBADJlE,2BACE,EAAEkE,OAAAA,SAASC,MAAM,GAAGD,SAASjB,GAAG,CAAC,YAAY,gBAA3CiB,OAAoD,CAAC,EAAE,CAACnE,kBAAkB;WAEhF,sEAAsE;QACtE,wEAAwE;QACxE,CAAC,CAACsE,KAAK,GAAGC,SAAS,GAAMA,SAASC,QAAQ,CAAC,eAAe,cAAcF,KACxE;QAEF/D,2BACEK,WACA0C,OACAjC,OAAOY,GAAG,CAAC,CAACL,SAAWA,OAAOE,KAAK;QAErC,qEAAqE;QACrE,sCAAsC;QACtCtB,kCACEI,WACA0C,OACAjC,OAAOY,GAAG,CAAC,CAACL,SAAWA,OAAOE,KAAK;QAErC1B,qBAAqBQ,WAAW0C,OAAOmB,KAAK,CAAC,CAACpC;YAC5CC,QAAQD,KAAK,CAAC,yDAAyDA;YACvE,OAAO;QACT;QACAM,QAAQC,GAAG,CACTvB,OAAOY,GAAG,CAAC,OAAOL;gBAIwBA,gBAqBkBA,MAAAA;YAxB1D,MAAM8C,OAAO,MAAM/B,QAAQC,GAAG,CAAC;gBAC7BhB,OAAO+C,SAAS,GACZhB,YAAYiB,KAAK,CAAC,aAAa,MAAMhD,OAAO+C,SAAS,EAAEzB,GAAG,KAC1DS,YAAYiB,KAAK,CAAC,UAAU,OAAMhD,iBAAAA,OAAOiD,MAAM,YAAbjD,iBAAiB,IAAIsB,GAAG;gBAC9DS,YAAYiB,KAAK,CAAC,SAAS,MAAMhD,OAAOE,KAAK,EAAEoB,GAAG;aACnD,EACE4B,IAAI,CAAC,CAAC,CAACC,WAAWC,QAAQ;gBACzB,MAAMC,QAAQ,IAAIvD;gBAClB,KAAK,MAAMqB,OAAO;uBAAIgC,UAAUG,IAAI;uBAAKF,QAAQE,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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/enrollment/gate-lookups.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 * THE LOOKUPS THE ENROLLMENT GATES DECIDE ON (AGL-2980).\n *\n * `evaluateOutreachGates` is pure: it reads a contact as stored and the\n * RESULTS of the reads the runtime makes. This is those reads, for many\n * people at once — the enroll preview asks about everyone a view names in\n * one pass, and the sending runtime asks about one person before each send\n * with the same function, so the two can never consult different lists.\n *\n * Server only. Every list keyed by address is read with one `getAll` over\n * `personKey` ids — the suppression lists, the sales topic opt-outs, the\n * do-not-contact list — so a lookup costs one round trip however many\n * people it covers, and needs no index that could go missing. The roster\n * is read once. The two per-person facts that are queries — the person's\n * other enrollments and whether they ever wrote in — are equality filters\n * on single fields.\n *\n * ## A read that failed is `null`, and `null` refuses\n *\n * Each lookup is caught on its own and answers `null` for everyone it\n * covered, which the gates read as \"we couldn't check\" and refuse: a\n * person who asked not to be emailed must not be emailed because a read\n * timed out. One failed list does not blank the others.\n */\n\nimport { consentGroupTopicState } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  EMAIL_TOPIC_SALES,\n  readTopicSubscriptionState,\n  TOPIC_OPT_OUTS_SUBCOLLECTION,\n  type TopicSubscriptionState,\n} from '@aglyn/aglyn/app-utils/email-topics'\nimport type { MemberAddresses } from '@aglyn/aglyn/app-utils/member-email-aliases'\nimport { personKey } from '@aglyn/aglyn/app-utils/person-key'\nimport { loadCrmInboundRoster } from '@aglyn/tenant-data-admin/server/crm-inbound-email'\nimport {\n  EMAIL_SUPPRESSIONS_COLLECTION,\n  HOST_SUPPRESSIONS_SUBCOLLECTION,\n} from '@aglyn/tenant-data-admin/server/email-suppression'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport type { OutreachEnrollmentStatus } from '../model/outreach.types'\nimport {\n  lookupOutreachDoNotContact,\n  lookupOutreachDoNotContactDomains,\n} from '../storage/do-not-contact-store'\nimport { outreachOrgCollection } from '../storage/outreach-records'\n\n/**\n * One person to look up: the record they are, and the address the steps go\n * to. `personId` keys the answer — the contact's id, or the lead's person\n * key (AGL-3234); a lead has no contact to look up enrollments or inbound\n * email by, so those reads go by the lead instead.\n */\nexport interface OutreachGateLookupPerson {\n  personId: string\n  /** The contact's id, or `null` for a lead. */\n  contactId: string | null\n  /** The lead's person key, or `null` for a contact. */\n  leadId: string | null\n  email: string\n}\n\nexport interface ReadOutreachGateLookupsInput {\n  orgId: string\n  /** The sequence's site: whose suppression list and topic opt-outs apply. */\n  hostId: string\n  /**\n   * Every site in the sequence site's consent group, the site included —\n   * `consentGroupForHost(org, hostId).hostIds`. An org that declared several\n   * sites one sender is one sender to the person who unsubscribed from any of\n   * them, so the site suppression list and the sales opt-outs are read on\n   * each. Omitted, the site alone.\n   */\n  consentHostIds?: readonly string[]\n  /**\n   * The same group's `awaitsConfirmation`: whether a sibling's pending\n   * confirmation counts in the sales stream's standing as the sequence\n   * site's own does. Omitted, it does not.\n   */\n  consentAwaitsConfirmation?: boolean\n  people: readonly OutreachGateLookupPerson[]\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** `getAll` takes this many references at most per call. */\nconst GET_ALL_CHUNK = 300\n\nasync function getAllChunked(\n  firestore: Firestore,\n  refs: readonly FirebaseFirestore.DocumentReference[],\n): Promise<FirebaseFirestore.DocumentSnapshot[]> {\n  const snapshots: FirebaseFirestore.DocumentSnapshot[] = []\n  for (let start = 0; start < refs.length; start += GET_ALL_CHUNK) {\n    snapshots.push(...(await firestore.getAll(...refs.slice(start, start + GET_ALL_CHUNK))))\n  }\n  return snapshots\n}\n\n/**\n * One keyed list, read for every person at once: `answer` turns each\n * person's document into their answer. An address that cannot be keyed has\n * no document anywhere and is answered as unchecked, and so is everyone\n * when the read fails.\n */\nasync function keyedLookup<T>(\n  firestore: Firestore,\n  people: readonly OutreachGateLookupPerson[],\n  collection: (key: string) => FirebaseFirestore.DocumentReference,\n  answer: (snapshot: FirebaseFirestore.DocumentSnapshot) => T,\n  label: string,\n): Promise<Map<string, T | null>> {\n  const answers = new Map<string, T | null>()\n  const keyed: Array<{ personId: string; key: string }> = []\n  for (const person of people) {\n    const key = personKey(person.email)\n    if (key) keyed.push({ personId: person.personId, key })\n    else answers.set(person.personId, null)\n  }\n  if (!keyed.length) return answers\n  try {\n    const snapshots = await getAllChunked(\n      firestore,\n      keyed.map((entry) => collection(entry.key)),\n    )\n    keyed.forEach((entry, index) => answers.set(entry.personId, answer(snapshots[index])))\n  } catch (error) {\n    console.error(`[outreach] ${label} lookup failed; reading as unchecked`, error)\n    for (const entry of keyed) answers.set(entry.personId, null)\n  }\n  return answers\n}\n\n/**\n * The same keyed lookup on every site of a consent group, folded into one\n * answer per person by `fold`. A read that failed anywhere is `null` for the\n * people it covered, so a sibling's unreadable list refuses as the site's own\n * would. A group of one is one lookup, exactly as the site alone.\n */\nasync function keyedGroupLookup<T>(\n  firestore: Firestore,\n  people: readonly OutreachGateLookupPerson[],\n  hostIds: readonly string[],\n  collection: (host: FirebaseFirestore.DocumentReference, key: string) => FirebaseFirestore.DocumentReference,\n  answer: (snapshot: FirebaseFirestore.DocumentSnapshot) => T,\n  fold: (answers: readonly T[]) => T,\n  label: string,\n): Promise<Map<string, T | null>> {\n  const bySite = await Promise.all(\n    hostIds.map((id) => {\n      const host = firestore.collection('hosts').doc(id)\n      return keyedLookup(firestore, people, (key) => collection(host, key), answer, label)\n    }),\n  )\n  if (bySite.length === 1) return bySite[0]\n  const folded = new Map<string, T | null>()\n  for (const person of people) {\n    const answers = bySite.map((site) => site.get(person.personId) ?? null)\n    folded.set(\n      person.personId,\n      answers.some((answer) => answer === null) ? null : fold(answers as T[]),\n    )\n  }\n  return folded\n}\n\n/** Every lookup the gates take, for each person, keyed by person id. */\nexport async function readOutreachGateLookups(\n  firestore: Firestore,\n  input: ReadOutreachGateLookupsInput,\n): Promise<Map<string, OutreachGateLookups>> {\n  const { orgId, hostId, people } = input\n  // The sequence's site first, then the rest of its consent group.\n  const hostIds = [\n    hostId,\n    ...new Set((input.consentHostIds ?? []).filter((id) => id && id !== hostId)),\n  ]\n  const enrollments = outreachOrgCollection(firestore, orgId, 'enrollments')\n  const activities = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.activities)\n\n  const [platform, site, sales, doNotContact, doNotContactDomain, roster, perPerson] = await Promise.all([\n    keyedLookup(\n      firestore,\n      people,\n      (key) => firestore.collection(EMAIL_SUPPRESSIONS_COLLECTION).doc(key),\n      // A released record no longer suppresses.\n      (snapshot) => snapshot.exists && !snapshot.get('releasedAt'),\n      'platform suppression',\n    ),\n    keyedGroupLookup(\n      firestore,\n      people,\n      hostIds,\n      (host, key) => host.collection(HOST_SUPPRESSIONS_SUBCOLLECTION).doc(key),\n      (snapshot) => snapshot.exists,\n      // An entry on any site of the group suppresses.\n      (answers) => answers.some(Boolean),\n      'site suppression',\n    ),\n    keyedGroupLookup<TopicSubscriptionState>(\n      firestore,\n      people,\n      hostIds,\n      (host, key) => host.collection(TOPIC_OPT_OUTS_SUBCOLLECTION).doc(key),\n      (snapshot) =>\n        readTopicSubscriptionState(\n          ((snapshot.exists ? snapshot.get('topics') : null) ?? {})[EMAIL_TOPIC_SALES],\n        ),\n      // The group's standing, the way the topic filter folds it: leaving the\n      // sales stream anywhere in the group is leaving the sender, and a\n      // sibling's pending confirmation counts only where the org said the\n      // group waits. What a pending standing means for a sales email is the\n      // gates' question, not this one.\n      (states) =>\n        consentGroupTopicState(\n          { awaitsConfirmation: input.consentAwaitsConfirmation === true },\n          states,\n        ),\n      'sales topic',\n    ),\n    lookupOutreachDoNotContact(\n      firestore,\n      orgId,\n      people.map((person) => person.email),\n    ),\n    // The domain half of the same list (AGL-3244), one `getAll` over the\n    // distinct domains the people are at.\n    lookupOutreachDoNotContactDomains(\n      firestore,\n      orgId,\n      people.map((person) => person.email),\n    ),\n    loadCrmInboundRoster(firestore, orgId).catch((error: unknown): MemberAddresses[] | null => {\n      console.error('[outreach] roster lookup failed; reading as unchecked', error)\n      return null\n    }),\n    Promise.all(\n      people.map(async (person) => {\n        const open = await Promise.all([\n          person.contactId\n            ? enrollments.where('contactId', '==', person.contactId).get()\n            : enrollments.where('leadId', '==', person.leadId ?? '').get(),\n          enrollments.where('email', '==', person.email).get(),\n        ])\n          .then(([byContact, byEmail]) => {\n            const found = new Map<string, { id: string; sequenceId: string; status: OutreachEnrollmentStatus }>()\n            for (const doc of [...byContact.docs, ...byEmail.docs]) {\n              found.set(doc.id, {\n                id: doc.id,\n                sequenceId: String(doc.get('sequenceId') ?? ''),\n                status: doc.get('status') as OutreachEnrollmentStatus,\n              })\n            }\n            return [...found.values()]\n          })\n          .catch((error: unknown) => {\n            console.error('[outreach] enrollment lookup failed; reading as unchecked', error)\n            return null\n          })\n        // An email the person wrote: filed on the contact, or on the lead\n        // while they were one (AGL-3234).\n        const inbound = await activities\n          .where(person.contactId ? 'contactId' : 'leadId', '==', person.contactId ?? person.leadId ?? '')\n          .where('direction', '==', 'inbound')\n          .limit(1)\n          .get()\n          .then((snapshot) => !snapshot.empty)\n          .catch((error: unknown) => {\n            console.error('[outreach] inbound email lookup failed; reading as cold', error)\n            return null\n          })\n        return { personId: person.personId, open, inbound }\n      }),\n    ),\n  ])\n\n  const byPerson = new Map(perPerson.map((entry) => [entry.personId, entry]))\n  const lookups = new Map<string, OutreachGateLookups>()\n  for (const person of people) {\n    const own = byPerson.get(person.personId)\n    lookups.set(person.personId, {\n      platformSuppressed: platform.get(person.personId) ?? null,\n      hostSuppressed: site.get(person.personId) ?? null,\n      salesTopicState: sales.get(person.personId) ?? null,\n      doNotContact: doNotContact.get(person.email) ?? null,\n      doNotContactDomain: doNotContactDomain.get(person.email) ?? null,\n      workspaceMembers: roster,\n      openEnrollments: own?.open ?? null,\n      hasInboundEmail: own?.inbound ?? null,\n    })\n  }\n  return lookups\n}\n"],"names":["consentGroupTopicState","CRM_COLLECTIONS","EMAIL_TOPIC_SALES","readTopicSubscriptionState","TOPIC_OPT_OUTS_SUBCOLLECTION","personKey","loadCrmInboundRoster","EMAIL_SUPPRESSIONS_COLLECTION","HOST_SUPPRESSIONS_SUBCOLLECTION","lookupOutreachDoNotContact","lookupOutreachDoNotContactDomains","outreachOrgCollection","GET_ALL_CHUNK","getAllChunked","firestore","refs","snapshots","start","length","push","getAll","slice","keyedLookup","people","collection","answer","label","answers","Map","keyed","person","key","email","personId","set","map","entry","forEach","index","error","console","keyedGroupLookup","hostIds","fold","bySite","Promise","all","id","host","doc","folded","site","get","some","readOutreachGateLookups","input","orgId","hostId","Set","consentHostIds","filter","enrollments","activities","platform","sales","doNotContact","doNotContactDomain","roster","perPerson","snapshot","exists","Boolean","states","awaitsConfirmation","consentAwaitsConfirmation","catch","open","contactId","where","leadId","then","byContact","byEmail","found","docs","sequenceId","String","status","values","inbound","limit","empty","byPerson","lookups","own","platformSuppressed","hostSuppressed","salesTopicState","workspaceMembers","openEnrollments","hasInboundEmail"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GAED,SAASA,sBAAsB,QAAQ,wCAAuC;AAC9E,SAASC,eAAe,QAAQ,6BAA4B;AAC5D,SACEC,iBAAiB,EACjBC,0BAA0B,EAC1BC,4BAA4B,QAEvB,sCAAqC;AAE5C,SAASC,SAAS,QAAQ,oCAAmC;AAC7D,SAASC,oBAAoB,QAAQ,oDAAmD;AACxF,SACEC,6BAA6B,EAC7BC,+BAA+B,QAC1B,oDAAmD;AAG1D,SACEC,0BAA0B,EAC1BC,iCAAiC,QAC5B,qCAAiC;AACxC,SAASC,qBAAqB,QAAQ,iCAA6B;AAwCnE,0DAA0D,GAC1D,MAAMC,gBAAgB;AAEtB,eAAeC,cACbC,SAAoB,EACpBC,IAAoD;IAEpD,MAAMC,YAAkD,EAAE;IAC1D,IAAK,IAAIC,QAAQ,GAAGA,QAAQF,KAAKG,MAAM,EAAED,SAASL,cAAe;QAC/DI,UAAUG,IAAI,IAAK,MAAML,UAAUM,MAAM,IAAIL,KAAKM,KAAK,CAACJ,OAAOA,QAAQL;IACzE;IACA,OAAOI;AACT;AAEA;;;;;CAKC,GACD,eAAeM,YACbR,SAAoB,EACpBS,MAA2C,EAC3CC,UAAgE,EAChEC,MAA2D,EAC3DC,KAAa;IAEb,MAAMC,UAAU,IAAIC;IACpB,MAAMC,QAAkD,EAAE;IAC1D,KAAK,MAAMC,UAAUP,OAAQ;QAC3B,MAAMQ,MAAM1B,UAAUyB,OAAOE,KAAK;QAClC,IAAID,KAAKF,MAAMV,IAAI,CAAC;YAAEc,UAAUH,OAAOG,QAAQ;YAAEF;QAAI;aAChDJ,QAAQO,GAAG,CAACJ,OAAOG,QAAQ,EAAE;IACpC;IACA,IAAI,CAACJ,MAAMX,MAAM,EAAE,OAAOS;IAC1B,IAAI;QACF,MAAMX,YAAY,MAAMH,cACtBC,WACAe,MAAMM,GAAG,CAAC,CAACC,QAAUZ,WAAWY,MAAML,GAAG;QAE3CF,MAAMQ,OAAO,CAAC,CAACD,OAAOE,QAAUX,QAAQO,GAAG,CAACE,MAAMH,QAAQ,EAAER,OAAOT,SAAS,CAACsB,MAAM;IACrF,EAAE,OAAOC,OAAO;QACdC,QAAQD,KAAK,CAAC,CAAC,WAAW,EAAEb,MAAM,oCAAoC,CAAC,EAAEa;QACzE,KAAK,MAAMH,SAASP,MAAOF,QAAQO,GAAG,CAACE,MAAMH,QAAQ,EAAE;IACzD;IACA,OAAON;AACT;AAEA;;;;;CAKC,GACD,eAAec,iBACb3B,SAAoB,EACpBS,MAA2C,EAC3CmB,OAA0B,EAC1BlB,UAA2G,EAC3GC,MAA2D,EAC3DkB,IAAkC,EAClCjB,KAAa;IAEb,MAAMkB,SAAS,MAAMC,QAAQC,GAAG,CAC9BJ,QAAQP,GAAG,CAAC,CAACY;QACX,MAAMC,OAAOlC,UAAUU,UAAU,CAAC,SAASyB,GAAG,CAACF;QAC/C,OAAOzB,YAAYR,WAAWS,QAAQ,CAACQ,MAAQP,WAAWwB,MAAMjB,MAAMN,QAAQC;IAChF;IAEF,IAAIkB,OAAO1B,MAAM,KAAK,GAAG,OAAO0B,MAAM,CAAC,EAAE;IACzC,MAAMM,SAAS,IAAItB;IACnB,KAAK,MAAME,UAAUP,OAAQ;QAC3B,MAAMI,UAAUiB,OAAOT,GAAG,CAAC,CAACgB;gBAASA;oBAAAA,YAAAA,KAAKC,GAAG,CAACtB,OAAOG,QAAQ,aAAxBkB,YAA6B;;QAClED,OAAOhB,GAAG,CACRJ,OAAOG,QAAQ,EACfN,QAAQ0B,IAAI,CAAC,CAAC5B,SAAWA,WAAW,QAAQ,OAAOkB,KAAKhB;IAE5D;IACA,OAAOuB;AACT;AAEA,sEAAsE,GACtE,OAAO,eAAeI,wBACpBxC,SAAoB,EACpByC,KAAmC;QAMrBA;IAJd,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAElC,MAAM,EAAE,GAAGgC;IAClC,iEAAiE;IACjE,MAAMb,UAAU;QACde;WACG,IAAIC,IAAI,EAACH,wBAAAA,MAAMI,cAAc,YAApBJ,wBAAwB,EAAE,EAAEK,MAAM,CAAC,CAACb,KAAOA,MAAMA,OAAOU;KACrE;IACD,MAAMI,cAAclD,sBAAsBG,WAAW0C,OAAO;IAC5D,MAAMM,aAAahD,UAAUU,UAAU,CAAC,QAAQyB,GAAG,CAACO,OAAOhC,UAAU,CAACvB,gBAAgB6D,UAAU;IAEhG,MAAM,CAACC,UAAUZ,MAAMa,OAAOC,cAAcC,oBAAoBC,QAAQC,UAAU,GAAG,MAAMvB,QAAQC,GAAG,CAAC;QACrGxB,YACER,WACAS,QACA,CAACQ,MAAQjB,UAAUU,UAAU,CAACjB,+BAA+B0C,GAAG,CAAClB,MACjE,0CAA0C;QAC1C,CAACsC,WAAaA,SAASC,MAAM,IAAI,CAACD,SAASjB,GAAG,CAAC,eAC/C;QAEFX,iBACE3B,WACAS,QACAmB,SACA,CAACM,MAAMjB,MAAQiB,KAAKxB,UAAU,CAAChB,iCAAiCyC,GAAG,CAAClB,MACpE,CAACsC,WAAaA,SAASC,MAAM,EAC7B,gDAAgD;QAChD,CAAC3C,UAAYA,QAAQ0B,IAAI,CAACkB,UAC1B;QAEF9B,iBACE3B,WACAS,QACAmB,SACA,CAACM,MAAMjB,MAAQiB,KAAKxB,UAAU,CAACpB,8BAA8B6C,GAAG,CAAClB,MACjE,CAACsC;gBAEKA;mBADJlE,2BACE,EAAEkE,OAAAA,SAASC,MAAM,GAAGD,SAASjB,GAAG,CAAC,YAAY,gBAA3CiB,OAAoD,CAAC,EAAE,CAACnE,kBAAkB;WAEhF,uEAAuE;QACvE,kEAAkE;QAClE,oEAAoE;QACpE,sEAAsE;QACtE,iCAAiC;QACjC,CAACsE,SACCxE,uBACE;gBAAEyE,oBAAoBlB,MAAMmB,yBAAyB,KAAK;YAAK,GAC/DF,SAEJ;QAEF/D,2BACEK,WACA0C,OACAjC,OAAOY,GAAG,CAAC,CAACL,SAAWA,OAAOE,KAAK;QAErC,qEAAqE;QACrE,sCAAsC;QACtCtB,kCACEI,WACA0C,OACAjC,OAAOY,GAAG,CAAC,CAACL,SAAWA,OAAOE,KAAK;QAErC1B,qBAAqBQ,WAAW0C,OAAOmB,KAAK,CAAC,CAACpC;YAC5CC,QAAQD,KAAK,CAAC,yDAAyDA;YACvE,OAAO;QACT;QACAM,QAAQC,GAAG,CACTvB,OAAOY,GAAG,CAAC,OAAOL;gBAIwBA,gBAqBkBA,MAAAA;YAxB1D,MAAM8C,OAAO,MAAM/B,QAAQC,GAAG,CAAC;gBAC7BhB,OAAO+C,SAAS,GACZhB,YAAYiB,KAAK,CAAC,aAAa,MAAMhD,OAAO+C,SAAS,EAAEzB,GAAG,KAC1DS,YAAYiB,KAAK,CAAC,UAAU,OAAMhD,iBAAAA,OAAOiD,MAAM,YAAbjD,iBAAiB,IAAIsB,GAAG;gBAC9DS,YAAYiB,KAAK,CAAC,SAAS,MAAMhD,OAAOE,KAAK,E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package/src/lib/routes/enroll-routes.js

@@ -99,6 +99,7 @@ async function enrollContext(firestore, caller, sequence) {
         }),
         contactGroupId: consentGroup.groupId,
         consentHostIds: consentGroup.hostIds,
+        consentAwaitsConfirmation: consentGroup.awaitsConfirmation,
         siteName: host.exists ? String((_host_get = host.get('name')) != null ? _host_get : '') : ''
     };
 }
@@ -129,6 +130,7 @@ async function enrollContext(firestore, caller, sequence) {
         orgId: caller.orgId,
         hostId: sequence.hostId,
         consentHostIds: context.consentHostIds,
+        consentAwaitsConfirmation: context.consentAwaitsConfirmation,
         people: askable.map((candidate)=>({
                 personId: candidate.personId,
                 contactId: candidate.contactId || null,

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 {\n  CAMPAIGN_MEMBERSHIP_FIELD,\n  contactCampaignFieldPath,\n  normalizeCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\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 { PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { outreachEnrolledEntry } from '../engine/enrollment-activity'\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 { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentId,\n  outreachEnrollmentLink,\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   * The workspace's record system on the timeline seam (AGL-3274), when a\n   * plugin keeps one: the enroll files \"Enrolled in\" on the person's record\n   * — the runtime's `timeline`, reached the same way.\n   */\n  timeline(): PluginRecordTimelineWriter | null\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  doNotContactDomain: 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  /** The sequence site's consent group, whose opt-outs all apply. */\n  consentHostIds: readonly 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  const consentGroup = consentGroupForHost(caller.org, sequence.hostId)\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: consentGroup.groupId,\n    consentHostIds: consentGroup.hostIds,\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        consentHostIds: context.consentHostIds,\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`. The person key IS\n * the id, so there is no address to resolve — and since AGL-3275 the window is\n * narrowed by `visibleTo` rather than by the collection's parent.\n */\nasync function leadsViewPeople(\n  firestore: Firestore,\n  orgId: string,\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  /*\n   * SCOPED (AGL-3275). The collection is org-wide, so the window is narrowed\n   * to what the sequence's site may see before it is ordered — otherwise an\n   * agency's sequence would offer another client's people to enroll. The\n   * composite index for `visibleTo array-contains-any` + `lastSeenAtMs desc`\n   * is in `cloud/firestore.indexes.json`.\n   */\n  const window = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('leads')\n    .where('visibleTo', 'array-contains-any', scopeTokensForHost(sequence.hostId))\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 person joins the sequence's campaigns (AGL-3254), the moment they\n   * are enrolled: `arrayUnion` on the lead's own `campaignIds`, or on the\n   * contact's facet for the sequence's site — the same field, the same\n   * shape, every other campaign member carries — and `enrolled` credited\n   * to each campaign. After the enrollment is created and never before:\n   * a person the create refused joins nothing. Neither write may fail the\n   * enrollment, which already exists; a membership that could not be\n   * stamped is one the list's bulk bar can add by hand.\n   */\n  async function joinSequenceCampaigns(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n    contactGroupId: string,\n    candidate: OutreachEnrollCandidate,\n    nowMs: number,\n  ): Promise<void> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length) return\n    try {\n      const ref =\n        candidate.target === 'lead' && candidate.leadId\n          ? firestore.collection('orgs').doc(orgId).collection('leads').doc(candidate.leadId)\n          : candidate.contactId\n            ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId)\n            : null\n      if (ref) {\n        const field =\n          candidate.target === 'lead' ? CAMPAIGN_MEMBERSHIP_FIELD : contactCampaignFieldPath(contactGroupId)\n        await ref.update({ [field]: FieldValue.arrayUnion(...campaignIds), updatedAt: FieldValue.serverTimestamp() })\n      }\n    } catch (error) {\n      console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error)\n    }\n    try {\n      await deps.creditCampaign({ hostId: sequence.hostId, orgId, campaignIds, outcome: 'enrolled', atMs: nowMs })\n    } catch (error) {\n      console.error('[outreach] the enrollment could not be credited to the sequence’s campaigns', error)\n    }\n  }\n\n  /**\n   * The names of the sequence's campaigns as they stand, for the entry the\n   * enroll files on the person's record (AGL-3274) — the org's containers,\n   * `orgs/{orgId}/emailCampaigns`. Read once per request, not per person; a\n   * container that is gone answers nothing and the entry names the rest.\n   */\n  async function sequenceCampaignNames(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n  ): Promise<string[]> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length || !orgId) return []\n    try {\n      const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns')\n      const found = await firestore.getAll(...campaignIds.map((id) => containers.doc(id)))\n      return found.map((snapshot) => String(snapshot.get('name') ?? '').trim()).filter(Boolean)\n    } catch (error) {\n      console.error('[outreach] the sequence’s campaigns could not be named for the record', error)\n      return []\n    }\n  }\n\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, caller.orgId, 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 campaignNames = await sequenceCampaignNames(firestore, caller.orgId, sequence)\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        await joinSequenceCampaigns(firestore, caller.orgId, sequence, context.contactGroupId, candidate, nowMs)\n        // The person's record says so (AGL-3274): \"Enrolled in <sequence>\",\n        // with the campaigns it carried them into, once per enrollment.\n        const entry = outreachEnrolledEntry({ enrollmentId: id, sequenceName: sequence.name, campaignNames })\n        await fileOutreachNote(deps, {\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          link: outreachEnrollmentLink(enrollment),\n          dedupeKey: entry.dedupeKey,\n          body: entry.body,\n          atMs: nowMs,\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 },\n        outreachEnrolledActivity(enrolled),\n        { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n      )\n    }\n    return outreachOk({ ok: true, results, enrolled } satisfies OutreachEnrollResponse)\n  }\n\n  return { preview, confirm 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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 {\n  CAMPAIGN_MEMBERSHIP_FIELD,\n  contactCampaignFieldPath,\n  normalizeCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\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 { PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { outreachEnrolledEntry } from '../engine/enrollment-activity'\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 { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentId,\n  outreachEnrollmentLink,\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   * The workspace's record system on the timeline seam (AGL-3274), when a\n   * plugin keeps one: the enroll files \"Enrolled in\" on the person's record\n   * — the runtime's `timeline`, reached the same way.\n   */\n  timeline(): PluginRecordTimelineWriter | null\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  doNotContactDomain: 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  /** The sequence site's consent group, whose opt-outs all apply. */\n  consentHostIds: readonly string[]\n  /** Whether that group's sites wait for each other's confirmation click. */\n  consentAwaitsConfirmation: boolean\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  const consentGroup = consentGroupForHost(caller.org, sequence.hostId)\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: consentGroup.groupId,\n    consentHostIds: consentGroup.hostIds,\n    consentAwaitsConfirmation: consentGroup.awaitsConfirmation,\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        consentHostIds: context.consentHostIds,\n        consentAwaitsConfirmation: context.consentAwaitsConfirmation,\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`. The person key IS\n * the id, so there is no address to resolve — and since AGL-3275 the window is\n * narrowed by `visibleTo` rather than by the collection's parent.\n */\nasync function leadsViewPeople(\n  firestore: Firestore,\n  orgId: string,\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  /*\n   * SCOPED (AGL-3275). The collection is org-wide, so the window is narrowed\n   * to what the sequence's site may see before it is ordered — otherwise an\n   * agency's sequence would offer another client's people to enroll. The\n   * composite index for `visibleTo array-contains-any` + `lastSeenAtMs desc`\n   * is in `cloud/firestore.indexes.json`.\n   */\n  const window = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('leads')\n    .where('visibleTo', 'array-contains-any', scopeTokensForHost(sequence.hostId))\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 person joins the sequence's campaigns (AGL-3254), the moment they\n   * are enrolled: `arrayUnion` on the lead's own `campaignIds`, or on the\n   * contact's facet for the sequence's site — the same field, the same\n   * shape, every other campaign member carries — and `enrolled` credited\n   * to each campaign. After the enrollment is created and never before:\n   * a person the create refused joins nothing. Neither write may fail the\n   * enrollment, which already exists; a membership that could not be\n   * stamped is one the list's bulk bar can add by hand.\n   */\n  async function joinSequenceCampaigns(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n    contactGroupId: string,\n    candidate: OutreachEnrollCandidate,\n    nowMs: number,\n  ): Promise<void> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length) return\n    try {\n      const ref =\n        candidate.target === 'lead' && candidate.leadId\n          ? firestore.collection('orgs').doc(orgId).collection('leads').doc(candidate.leadId)\n          : candidate.contactId\n            ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId)\n            : null\n      if (ref) {\n        const field =\n          candidate.target === 'lead' ? CAMPAIGN_MEMBERSHIP_FIELD : contactCampaignFieldPath(contactGroupId)\n        await ref.update({ [field]: FieldValue.arrayUnion(...campaignIds), updatedAt: FieldValue.serverTimestamp() })\n      }\n    } catch (error) {\n      console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error)\n    }\n    try {\n      await deps.creditCampaign({ hostId: sequence.hostId, orgId, campaignIds, outcome: 'enrolled', atMs: nowMs })\n    } catch (error) {\n      console.error('[outreach] the enrollment could not be credited to the sequence’s campaigns', error)\n    }\n  }\n\n  /**\n   * The names of the sequence's campaigns as they stand, for the entry the\n   * enroll files on the person's record (AGL-3274) — the org's containers,\n   * `orgs/{orgId}/emailCampaigns`. Read once per request, not per person; a\n   * container that is gone answers nothing and the entry names the rest.\n   */\n  async function sequenceCampaignNames(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n  ): Promise<string[]> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length || !orgId) return []\n    try {\n      const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns')\n      const found = await firestore.getAll(...campaignIds.map((id) => containers.doc(id)))\n      return found.map((snapshot) => String(snapshot.get('name') ?? '').trim()).filter(Boolean)\n    } catch (error) {\n      console.error('[outreach] the sequence’s campaigns could not be named for the record', error)\n      return []\n    }\n  }\n\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, caller.orgId, 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 campaignNames = await sequenceCampaignNames(firestore, caller.orgId, sequence)\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        await joinSequenceCampaigns(firestore, caller.orgId, sequence, context.contactGroupId, candidate, nowMs)\n        // The person's record says so (AGL-3274): \"Enrolled in <sequence>\",\n        // with the campaigns it carried them into, once per enrollment.\n        const entry = outreachEnrolledEntry({ enrollmentId: id, sequenceName: sequence.name, campaignNames })\n        await fileOutreachNote(deps, {\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          link: outreachEnrollmentLink(enrollment),\n          dedupeKey: entry.dedupeKey,\n          body: entry.body,\n          atMs: nowMs,\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 },\n        outreachEnrolledActivity(enrolled),\n        { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n      )\n    }\n    return outreachOk({ ok: true, results, enrolled } satisfies OutreachEnrollResponse)\n  }\n\n  return { preview, confirm 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package/src/lib/runtime/send-job.js

@@ -263,6 +263,7 @@ async function runMailbox(deps, firestore, input) {
                 orgId,
                 hostId,
                 consentHostIds: consentGroup.hostIds,
+                consentAwaitsConfirmation: consentGroup.awaitsConfirmation,
                 people: enrollments.map((enrollment)=>{
                     const person = outreachEnrollmentPerson(enrollment);
                     return {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/runtime/send-job.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 { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { randomUUID } from 'node:crypto'\nimport { composeOutreachEmail } from '../engine/compose'\nimport { planOutreachStepCompletion, type OutreachEnrollmentEvent } from '../engine/enrollment-state'\nimport { evaluateOutreachGates, type OutreachGateBlock, type OutreachGateLookups } from '../engine/gates'\nimport {\n  outreachSentToday,\n  outreachTickAllowance,\n  selectDueOutreachEnrollments,\n  type OutreachDueCandidate,\n} from '../engine/sending-capacity'\nimport { readOutreachEnrollCandidates, type OutreachEnrollCandidate } from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport { mailboxRef } from '../mailboxes/mailbox-credentials'\nimport { outreachEffectiveDailyCap, outreachLocalDay } from '../mailboxes/mailbox-settings'\nimport type { OpenedOutreachMailbox } from '../mailboxes/mailbox-transport'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_COLLECTIONS,\n  type OutreachComplianceSettingsDocument,\n  type OutreachEnrollment,\n  type OutreachMailbox,\n  type OutreachSequence,\n  type OutreachStepRecord,\n  type OutreachTaskStep,\n} from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachEnrollmentLink,\n  outreachEnrollmentPerson,\n  outreachOrgCollection,\n  readStoredOutreachEnrollment,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { GmailTransportError, isReconnectRequired } from '../transport/gmail-errors'\nimport { Rfc5322MessageError } from '../transport/rfc5322'\nimport { sendComposedOutreachEmail } from '../transport/send-message'\nimport { creditOutreachFirstSend } from './campaign-credit'\nimport { newOutreachLinkId, outreachStoredLink, type OutreachStoredLink } from './click-link'\nimport { applyOutreachEvent } from './enrollment-events'\nimport { outreachSendDigest, withRecentSend } from './mailbox-health-store'\nimport { noteOutreachMailboxReconnectRequired } from './mailbox-notices'\nimport type { OutreachRuntimeDeps } from './runtime-deps'\nimport { fileOutreachEmail, fileOutreachTask, OUTREACH_TASK_KIND_TO_RECORD } from './timeline'\nimport { outreachListUnsubscribe } from './unsubscribe-link'\n\n/*==========================================\n * THE SEND JOB (AGL-2981): every fifteen minutes, on the console.\n *\n * ## What comes due\n *\n * One collection-group read finds every active enrollment whose next step\n * is due, oldest first, bounded per run. They are grouped by workspace and\n * mailbox, and each group is judged before anything is sent:\n *\n * - the workspace: Outreach switched on, entitled and released to it;\n * - the mailbox: an enrollment whose mailbox is gone, disconnected, or whose\n *   member left the organization is STOPPED — nothing will ever send it, and\n *   leaving it active would show a sequence that is not running. A paused\n *   mailbox, or one waiting to be reconnected, holds its enrollments;\n * - the member it sends as: a lockdown of the platform, the workspace or the\n *   member holds everything.\n *\n * ## How much goes\n *\n * The engine's per-run allowance — the day's cap and ramp, spread across\n * the window, at most five a run — picks the enrollments (follow-ups first);\n * a task step is due whenever its time comes and spends no allowance.\n *\n * ## One send, exactly once\n *\n * Each email is CLAIMED before it is sent: a transaction over the enrollment\n * and its mailbox checks the enrollment is still active on the same step\n * with no live claim, and that the mailbox's day has room under its cap,\n * then writes the claim and reserves the day's count. Two runs racing for\n * one enrollment write one claim; two racing for one mailbox's last slot\n * reserve it once. The claim carries the `Message-ID` minted for the send,\n * so a claim a run died holding is settled by finding the message in the\n * mailbox rather than by sending it a second time. A send that fails hands\n * its reservation back.\n *\n * Before it is claimed, every gate is asked again — the do-not-contact\n * list, the suppression lists, the sales topic, the roster, the other\n * sequences — because a person enrolled on Monday can unsubscribe by\n * Thursday. A lookup that could not be made holds the send; a gate that\n * refuses stops the enrollment, saying why.\n *==========================================*/\n\nexport { OUTREACH_SEND_JOB_ID } from '../constants/runtime-jobs'\n\n/** The most due enrollments one run reads. */\nexport const OUTREACH_SEND_SCAN_LIMIT = 300\n\n/** How long a claim holds before a later run settles it. */\nexport const OUTREACH_CLAIM_STALE_MS = 10 * 60_000\n\n/** What one run did, for the tick's answer. */\nexport interface OutreachSendReport {\n  [key: string]: number\n  due: number\n  sent: number\n  tasks: number\n  /** Stopped by a gate or an unusable mailbox. */\n  stopped: number\n  /** Paused for the rep to fix, or failed for good. */\n  failed: number\n  /** Due, and left for a later run: the allowance, a lookup, a hold. */\n  held: number\n  /** Claims a dead run left, settled. */\n  recovered: number\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\ninterface MailboxRun {\n  orgId: string\n  org: Record<string, unknown>\n  mailbox: OutreachMailbox\n  settings: OutreachComplianceSettingsDocument\n  report: OutreachSendReport\n  deadlineMs: number\n  opened: OpenedOutreachMailbox | null\n  /** Set once the mailbox itself cannot send this run. */\n  stopped: boolean\n  templates: Map<string, string | null>\n  /**\n   * The click-tracking origin for this mailbox's sending domain (AGL-3306):\n   * `undefined` until a tracked send first asks, then the verified\n   * `https://links.<domain>` or `null` for the console's own address.\n   */\n  linkOrigin?: string | null\n}\n\nconst blankReport = (): OutreachSendReport => ({\n  due: 0,\n  sent: 0,\n  tasks: 0,\n  stopped: 0,\n  failed: 0,\n  held: 0,\n  recovered: 0,\n})\n\n/** Runs the send job once — see the module note. */\nexport async function runOutreachSendJob(\n  deps: OutreachRuntimeDeps,\n  context: { nowMs: number; deadlineMs: number },\n): Promise<OutreachSendReport> {\n  const firestore = deps.firestore()\n  const report = blankReport()\n  const due = await firestore\n    .collectionGroup(OUTREACH_COLLECTIONS.enrollments)\n    .where('status', '==', 'active')\n    .where('nextDueAtMs', '<=', context.nowMs)\n    .orderBy('nextDueAtMs')\n    .limit(OUTREACH_SEND_SCAN_LIMIT)\n    .get()\n  report.due = due.size\n  const byOrg = new Map<string, Map<string, OutreachEnrollment[]>>()\n  for (const doc of due.docs) {\n    const orgId = doc.ref.parent.parent?.id\n    const enrollment = readStoredOutreachEnrollment(doc.id, doc.data())\n    if (!orgId || !enrollment) continue\n    const mailboxes = byOrg.get(orgId) ?? new Map<string, OutreachEnrollment[]>()\n    mailboxes.set(enrollment.mailboxId, [...(mailboxes.get(enrollment.mailboxId) ?? []), enrollment])\n    byOrg.set(orgId, mailboxes)\n  }\n\n  for (const [orgId, mailboxes] of byOrg) {\n    const waiting = [...mailboxes.values()].reduce((sum, list) => sum + list.length, 0)\n    if (deps.now() >= context.deadlineMs) {\n      report.held += waiting\n      continue\n    }\n    const orgSnapshot = await firestore.collection('orgs').doc(orgId).get()\n    const org = (orgSnapshot.exists ? orgSnapshot.data() : null) as Record<string, unknown> | null\n    if (!org || (await deps.orgRefusal(orgId, org))) {\n      report.held += waiting\n      continue\n    }\n    const settings = await readOutreachComplianceSettingsDoc(firestore, orgId)\n    for (const [mailboxId, enrollments] of mailboxes) {\n      await runMailbox(deps, firestore, { orgId, org, mailboxId, enrollments, settings, report, context })\n    }\n  }\n  return report\n}\n\n/** The reason an unusable mailbox stops an enrollment, or `null` for a usable one. */\nasync function unusableMailbox(\n  firestore: Firestore,\n  orgId: string,\n  mailbox: OutreachMailbox | null,\n): Promise<string | null> {\n  if (!mailbox) return 'The mailbox this sequence sends from was removed.'\n  if (mailbox.status === 'disconnected') return 'The mailbox this sequence sends from was disconnected.'\n  const member = await firestore.collection('orgs').doc(orgId).collection('members').doc(mailbox.connectedByUid).get()\n  return member.exists\n    ? null\n    : 'The member who connected the mailbox this sequence sends from is no longer in the organization.'\n}\n\nasync function runMailbox(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  input: {\n    orgId: string\n    org: Record<string, unknown>\n    mailboxId: string\n    enrollments: OutreachEnrollment[]\n    settings: OutreachComplianceSettingsDocument\n    report: OutreachSendReport\n    context: { nowMs: number; deadlineMs: number }\n  },\n): Promise<void> {\n  const { orgId, org, report, context } = input\n  const nowMs = context.nowMs\n  const snapshot = await mailboxRef(firestore, orgId, input.mailboxId).get()\n  const mailbox = readStoredOutreachMailbox(input.mailboxId, snapshot.exists ? snapshot.data() : undefined)\n  const unusable = await unusableMailbox(firestore, orgId, mailbox)\n  if (unusable || !mailbox) {\n    for (const enrollment of input.enrollments) {\n      const outcome = await applyOutreachEvent(firestore, {\n        orgId,\n        enrollmentId: enrollment.id,\n        event: { type: 'stop', atMs: nowMs, byUid: null, reason: 'gate', detail: unusable },\n        nowMs,\n      })\n      if (outcome.changed) report.stopped += 1\n    }\n    return\n  }\n  if (mailbox.status !== 'connected' || (await deps.sendRefusal({ orgId, org, uid: mailbox.connectedByUid }))) {\n    report.held += input.enrollments.length\n    return\n  }\n\n  const run: MailboxRun = {\n    orgId,\n    org,\n    mailbox,\n    settings: input.settings,\n    report,\n    deadlineMs: context.deadlineMs,\n    opened: null,\n    stopped: false,\n    templates: new Map(),\n  }\n  const sequenceIds = [...new Set(input.enrollments.map((enrollment) => enrollment.sequenceId))]\n  const sequenceSnapshots = await firestore.getAll(\n    ...sequenceIds.map((id) => outreachOrgCollection(firestore, orgId, 'sequences').doc(id)),\n  )\n  const sequences = new Map<string, OutreachSequence>()\n  sequenceSnapshots.forEach((sequenceSnapshot, index) => {\n    const sequence = readStoredOutreachSequence(\n      sequenceIds[index],\n      sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined,\n    )\n    if (sequence) sequences.set(sequence.id, sequence)\n  })\n\n  const candidates: OutreachDueCandidate[] = []\n  for (const enrollment of input.enrollments) {\n    const sequence = sequences.get(enrollment.sequenceId)\n    const claim = enrollment.sendClaim\n    if (claim && nowMs - claim.atMs < OUTREACH_CLAIM_STALE_MS) continue\n    if (claim && sequence) {\n      if (await recoverClaim(deps, firestore, run, enrollment, sequence)) report.recovered += 1\n      continue\n    }\n    if (sequence) candidates.push({ enrollment, sequence })\n  }\n\n  const allowance = outreachTickAllowance({ mailbox, nowMs })\n  const selection = selectDueOutreachEnrollments({ candidates, mailbox, nowMs, allowance: allowance.allowance })\n  report.held += selection.deferred.length\n\n  for (const candidate of selection.tasks) {\n    if (deps.now() >= context.deadlineMs) {\n      report.held += 1\n      continue\n    }\n    if (await runTaskStep(deps, firestore, run, candidate)) report.tasks += 1\n  }\n  if (!selection.emails.length) return\n\n  // The people behind the emails, read once per site: the contact and its\n  // company, and every lookup the gates decide on.\n  const people = new Map<string, OutreachEnrollCandidate>()\n  const lookups = new Map<string, OutreachGateLookups>()\n  const byHost = new Map<string, OutreachEnrollment[]>()\n  for (const candidate of selection.emails) {\n    const enrollment = candidate.enrollment as OutreachEnrollment\n    byHost.set(enrollment.hostId, [...(byHost.get(enrollment.hostId) ?? []), enrollment])\n  }\n  const siteNames = new Map<string, string>()\n  for (const [hostId, enrollments] of byHost) {\n    const consentGroup = consentGroupForHost(org, hostId)\n    const contactGroupId = consentGroup.groupId\n    // Each by the record it names — the contact, or the lead while the\n    // person is one (AGL-3234) — keyed by that record's id.\n    const [candidatesRead, lookupsRead, host] = await Promise.all([\n      readOutreachEnrollCandidates(firestore, {\n        orgId,\n        hostId,\n        contactGroupId,\n        people: enrollments.map(outreachEnrollmentPerson),\n      }),\n      readOutreachGateLookups(firestore, {\n        orgId,\n        hostId,\n        consentHostIds: consentGroup.hostIds,\n        people: enrollments.map((enrollment) => {\n          const person = outreachEnrollmentPerson(enrollment)\n          return {\n            personId: person.id,\n            contactId: person.kind === 'contact' ? person.id : null,\n            leadId: person.kind === 'lead' ? person.id : null,\n            email: enrollment.email,\n          }\n        }),\n      }),\n      firestore.collection('hosts').doc(hostId).get(),\n    ])\n    for (const person of candidatesRead) people.set(person.personId, person)\n    for (const [personId, answer] of lookupsRead) lookups.set(personId, answer)\n    siteNames.set(hostId, host.exists ? String(host.get('name') ?? '') : '')\n  }\n\n  for (const candidate of selection.emails) {\n    if (run.stopped || deps.now() >= context.deadlineMs) {\n      report.held += 1\n      continue\n    }\n    const enrollment = candidate.enrollment as OutreachEnrollment\n    const personId = outreachEnrollmentPerson(enrollment).id\n    await runEmailStep(deps, firestore, run, {\n      enrollment,\n      sequence: candidate.sequence as OutreachSequence,\n      person: people.get(personId) ?? null,\n      lookups: lookups.get(personId) ?? null,\n      siteName: siteNames.get(enrollment.hostId) ?? '',\n    })\n  }\n}\n\n/** Any lookup the runtime could not make: the send waits for a run that can. */\nfunction uncheckable(lookups: OutreachGateLookups | null): boolean {\n  return !lookups || Object.values(lookups).some((value) => value === null)\n}\n\n/** The event a gate's refusal ends an enrollment with. */\nfunction gateEvent(blocks: readonly OutreachGateBlock[], atMs: number): OutreachEnrollmentEvent {\n  const optedOut = blocks.find((block) => block.code === 'do_not_contact' || block.code === 'sales_opted_out')\n  if (optedOut) return { type: 'opt_out', atMs, reason: 'do_not_contact', detail: optedOut.reason }\n  return { type: 'stop', atMs, byUid: null, reason: 'gate', detail: blocks.map((block) => block.reason).join(' ') }\n}\n\n/**\n * The click-tracking origin for mail sent as `senderAddress`, or `null` for\n * the console's own address — which is also what a failed lookup reads as: a\n * link on the app address still counts the click, so no send waits on it.\n */\nasync function trackingLinkOrigin(\n  deps: OutreachRuntimeDeps,\n  orgId: string,\n  senderAddress: string,\n): Promise<string | null> {\n  if (!deps.clickLinkOrigin) return null\n  try {\n    return await deps.clickLinkOrigin({ orgId, senderAddress })\n  } catch (error) {\n    console.warn('[outreach] the click-tracking host could not be read; links use the app address', error)\n    return null\n  }\n}\n\n/** The sender line a mailbox's mail goes out with. */\nconst senderOf = (mailbox: OutreachMailbox) => ({\n  address: mailbox.sendAs || mailbox.email,\n  name: mailbox.displayName || null,\n})\n\nasync function openClient(deps: OutreachRuntimeDeps, run: MailboxRun) {\n  const opened = (run.opened ??= await deps.openMailbox(run.mailbox.id))\n  if (opened.ok === true) return opened.client\n  run.stopped = true\n  if (opened.reason !== 'not-configured') {\n    await noteOutreachMailboxReconnectRequired(deps, {\n      orgId: run.orgId,\n      mailboxId: run.mailbox.id,\n      errorCode: opened.reason,\n      nowMs: deps.now(),\n    })\n  }\n  return null\n}\n\n/**\n * Claims one step: the enrollment still active on the same step with no\n * live claim, and — for an email — a slot under the mailbox's cap today,\n * reserved in the same transaction.\n */\nasync function claimStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  enrollment: OutreachEnrollment,\n  messageId: string | null,\n): Promise<'claimed' | 'taken' | 'cap'> {\n  const enrollmentRef = outreachOrgCollection(firestore, run.orgId, 'enrollments').doc(enrollment.id)\n  const boxRef = mailboxRef(firestore, run.orgId, run.mailbox.id)\n  const nowMs = deps.now()\n  return firestore.runTransaction(async (transaction) => {\n    const [current, box] = await Promise.all([transaction.get(enrollmentRef), transaction.get(boxRef)])\n    const stored = readStoredOutreachEnrollment(enrollment.id, current.exists ? current.data() : undefined)\n    const claim = stored?.sendClaim\n    if (\n      !stored ||\n      stored.status !== 'active' ||\n      stored.stepIndex !== enrollment.stepIndex ||\n      stored.nextDueAtMs === null ||\n      stored.nextDueAtMs > nowMs ||\n      (claim && nowMs - claim.atMs < OUTREACH_CLAIM_STALE_MS)\n    ) {\n      return 'taken'\n    }\n    if (messageId) {\n      const mailbox = readStoredOutreachMailbox(run.mailbox.id, box.exists ? box.data() : undefined)\n      if (!mailbox || mailbox.status !== 'connected') return 'taken'\n      const sent = outreachSentToday(mailbox.health, nowMs, mailbox.timezone)\n      if (sent >= outreachEffectiveDailyCap(mailbox, nowMs)) return 'cap'\n      transaction.update(boxRef, {\n        'health.sentToday': sent + 1,\n        'health.sentOnDay': outreachLocalDay(nowMs, mailbox.timezone),\n      })\n    }\n    transaction.update(enrollmentRef, {\n      sendClaim: { token: randomUUID(), atMs: nowMs, stepIndex: enrollment.stepIndex, messageId },\n      updatedAtMs: nowMs,\n    })\n    return 'claimed'\n  })\n}\n\n/** Drops a claim, and hands an email's reservation back to the mailbox's day. */\nasync function releaseClaim(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  enrollment: Pick<OutreachEnrollment, 'id'>,\n  reserved: boolean,\n  event: OutreachEnrollmentEvent | null = null,\n): Promise<void> {\n  const nowMs = deps.now()\n  await applyOutreachEvent(firestore, {\n    orgId: run.orgId,\n    enrollmentId: enrollment.id,\n    event,\n    extra: () => ({ sendClaim: null }),\n    nowMs,\n  })\n  if (!reserved) return\n  const boxRef = mailboxRef(firestore, run.orgId, run.mailbox.id)\n  await firestore.runTransaction(async (transaction) => {\n    const box = await transaction.get(boxRef)\n    const mailbox = readStoredOutreachMailbox(run.mailbox.id, box.exists ? box.data() : undefined)\n    if (!mailbox || mailbox.health?.sentOnDay !== outreachLocalDay(nowMs, mailbox.timezone)) return\n    transaction.update(boxRef, { 'health.sentToday': Math.max(0, (Number(mailbox.health.sentToday) || 0) - 1) })\n  })\n}\n\n/**\n * Records a step that ran: the engine's completion patch, the claim\n * cleared, the step's record kept — and for an email the mailbox's send on\n * its day, its last-sent time and its window of recent sends. Refuses\n * (answers false) when the claim is no longer this run's.\n */\nasync function completeStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  input: {\n    enrollment: OutreachEnrollment\n    sequence: OutreachSequence\n    record: OutreachStepRecord\n    sent: { messageId: string; threadId: string; subject: string } | null\n    claimMessageId: string | null\n  },\n): Promise<boolean> {\n  const enrollmentRef = outreachOrgCollection(firestore, run.orgId, 'enrollments').doc(input.enrollment.id)\n  const boxRef = mailboxRef(firestore, run.orgId, run.mailbox.id)\n  const nowMs = deps.now()\n  /*\n   * Whether this is the FIRST email this person has had from the sequence\n   * (AGL-3239), decided from the same read the step is recorded against and\n   * so re-decided on every transaction retry. It is what `stats.people`\n   * counts: the denominator of every engagement rate, and the thing\n   * `stats.sent` is not, since one person takes several steps.\n   */\n  let firstEmail = false\n  const completed = await firestore.runTransaction(async (transaction) => {\n    const [current, box] = await Promise.all([\n      transaction.get(enrollmentRef),\n      input.sent ? transaction.get(boxRef) : Promise.resolve(null),\n    ])\n    const stored = readStoredOutreachEnrollment(input.enrollment.id, current.exists ? current.data() : undefined)\n    if (!stored?.sendClaim || stored.sendClaim.messageId !== input.claimMessageId) return false\n    if (stored.stepIndex !== input.enrollment.stepIndex) return false\n    // The step RAN, whatever happened to the enrollment while it did — a\n    // member paused it, a reply stopped it — so it is recorded as run, and a\n    // resume never sends it twice.\n    firstEmail =\n      input.sent !== null &&\n      !(stored.stepRecords ?? []).some((record) => record.kind === 'email')\n    const plan = planOutreachStepCompletion({\n      enrollment: { ...stored, status: 'active' },\n      sequence: input.sequence,\n      mailbox: run.mailbox,\n      completedAtMs: nowMs,\n      sent: input.sent,\n      random: deps.random,\n    })\n    const patch: Record<string, unknown> = {\n      sendClaim: null,\n      stepRecords: [...(stored.stepRecords ?? []), input.record].slice(-20),\n      updatedAtMs: nowMs,\n      ...(plan.patch ?? {}),\n    }\n    if (stored.status !== 'active') {\n      patch['status'] = stored.status\n      if (stored.status !== 'paused') patch['nextDueAtMs'] = null\n    }\n    transaction.update(enrollmentRef, patch)\n    if (input.sent && box?.exists) {\n      const mailbox = readStoredOutreachMailbox(run.mailbox.id, box.data())\n      if (mailbox) {\n        const day = outreachLocalDay(nowMs, mailbox.timezone)\n        const counts = mailbox.health?.daily?.[day] ?? { sent: 0, bounces: 0, replies: 0 }\n        transaction.update(boxRef, {\n          'health.lastSentAtMs': nowMs,\n          'health.lastErrorAtMs': null,\n          'health.lastErrorCode': null,\n          [`health.daily.${day}`]: { ...counts, sent: (Number(counts.sent) || 0) + 1 },\n          'health.recentSends': withRecentSend(mailbox.health?.recentSends, {\n            id: outreachSendDigest(input.sent.messageId),\n            atMs: nowMs,\n            bounced: false,\n          }),\n          updatedAtMs: nowMs,\n        })\n      }\n    }\n    return true\n  })\n  if (completed && input.sent) {\n    await bumpOutreachSequenceStats(firestore, {\n      orgId: run.orgId,\n      sequenceId: input.sequence.id,\n      firstEmail,\n      trackedLinks: input.record.links?.length ?? 0,\n    })\n  }\n  return completed\n}\n\n/**\n * The sequence's send counters (AGL-3239), written outside the enrollment's\n * transaction.\n *\n * One sequence holds every enrollment, so a transaction over it would\n * serialise every recipient against every other; `FieldValue.increment` is a\n * blind write with nothing to contend on. It is bookkeeping beside the act,\n * so a failure is logged and the send stands — the email has already left.\n *\n * `clickTracked` is stamped by the first send that actually carried a\n * rewritten link, never by the SETTING: a sequence with the setting on whose\n * emails have no links in them measured nothing, and the report must say\n * \"not measured\" for it rather than publish a 0% click rate.\n */\nasync function bumpOutreachSequenceStats(\n  firestore: Firestore,\n  input: { orgId: string; sequenceId: string; firstEmail: boolean; trackedLinks: number },\n): Promise<void> {\n  if (!input.sequenceId) return\n  await outreachOrgCollection(firestore, input.orgId, 'sequences')\n    .doc(input.sequenceId)\n    .update({\n      'stats.sent': FieldValue.increment(1),\n      ...(input.firstEmail ? { 'stats.people': FieldValue.increment(1) } : {}),\n      ...(input.trackedLinks > 0 ? { 'stats.clickTracked': true } : {}),\n    })\n    .catch((error: unknown) => {\n      console.warn('[outreach] a send could not be counted on its sequence', error)\n    })\n}\n\n/** One task step: the rep's task on the contact, then the step recorded. */\nasync function runTaskStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  candidate: OutreachDueCandidate,\n): Promise<boolean> {\n  const enrollment = candidate.enrollment as OutreachEnrollment\n  const sequence = candidate.sequence as OutreachSequence\n  const step = sequence.steps[enrollment.stepIndex] as OutreachTaskStep\n  if ((await claimStep(deps, firestore, run, enrollment, null)) !== 'claimed') return false\n  const nowMs = deps.now()\n  let taskId: string | null\n  try {\n    const written = await fileOutreachTask(deps, {\n      orgId: run.orgId,\n      hostId: enrollment.hostId,\n      link: outreachEnrollmentLink(enrollment),\n      dedupeKey: `step:${enrollment.id}:${step.id}`,\n      title: step.title,\n      notes: `From sequence step ${enrollment.stepIndex + 1}.`,\n      kind: OUTREACH_TASK_KIND_TO_RECORD[step.taskKind] ?? 'todo',\n      dueAtMs: nowMs,\n      assigneeUid: run.mailbox.connectedByUid,\n    })\n    taskId = written?.ok ? written.id : null\n    if (written?.ok === false) console.warn(`[outreach] a task step's task was not filed: ${written.error}`)\n  } catch (error) {\n    // The record system failed rather than refused: the step waits for a\n    // run that can file its task.\n    console.error('[outreach] filing a task step failed; the step waits', error)\n    await releaseClaim(deps, firestore, run, enrollment, false)\n    return false\n  }\n  return completeStep(deps, firestore, run, {\n    enrollment,\n    sequence,\n    record: { stepIndex: enrollment.stepIndex, stepId: step.id, kind: 'task', atMs: nowMs, taskId },\n    sent: null,\n    claimMessageId: null,\n  })\n}\n\n/** A CRM template's body, read once per run. */\nasync function templateBody(firestore: Firestore, run: MailboxRun, templateId: string): Promise<string | null> {\n  if (!run.templates.has(templateId)) {\n    const snapshot = await firestore\n      .collection('orgs')\n      .doc(run.orgId)\n      .collection(CRM_COLLECTIONS.emailTemplates)\n      .doc(templateId)\n      .get()\n    run.templates.set(\n      templateId,\n      snapshot.exists ? normalizeCrmEmailTemplate(snapshot.data() as Record<string, unknown>).body : null,\n    )\n  }\n  return run.templates.get(templateId) ?? null\n}\n\nasync function runEmailStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  input: {\n    enrollment: OutreachEnrollment\n    sequence: OutreachSequence\n    person: OutreachEnrollCandidate | null\n    lookups: OutreachGateLookups | null\n    siteName: string\n  },\n): Promise<void> {\n  const { enrollment, sequence, person } = input\n  const { report, mailbox } = run\n  const nowMs = deps.now()\n  const stop = async (event: OutreachEnrollmentEvent, counter: 'stopped' | 'failed') => {\n    const outcome = await applyOutreachEvent(firestore, { orgId: run.orgId, enrollmentId: enrollment.id, event, nowMs })\n    if (outcome.changed) report[counter] += 1\n  }\n\n  // Every gate again, on the person as they stand now.\n  if (!person?.contact) {\n    return stop(\n      {\n        type: 'stop',\n        atMs: nowMs,\n        byUid: null,\n        reason: 'gate',\n        detail:\n          enrollment.target === 'lead'\n            ? \"This lead no longer exists in the sequence's site's CRM.\"\n            : 'This contact no longer exists in the CRM.',\n      },\n      'stopped',\n    )\n  }\n  if (person.convertedContactId && enrollment.target === 'lead') {\n    // The lead converted and the enrollment has not followed it yet: the\n    // conversion's listener re-points it, and the next run sends as the contact.\n    report.held += 1\n    return\n  }\n  if (!person.visible) {\n    return stop(\n      { type: 'stop', atMs: nowMs, byUid: null, reason: 'gate', detail: \"This contact is no longer in the sequence's site's CRM.\" },\n      'stopped',\n    )\n  }\n  if (uncheckable(input.lookups)) {\n    report.held += 1\n    return\n  }\n  const contactGroupId = consentGroupForHost(run.org, enrollment.hostId).groupId\n  const gate = evaluateOutreachGates({\n    email: enrollment.email,\n    contact: person.contact,\n    contactGroupId,\n    company: person.company,\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        run.settings.allowedCountries,\n      ),\n    },\n    personalLine: enrollment.personalLine,\n    attestations: enrollment.attestations,\n    enrollmentId: enrollment.id,\n    lookups: input.lookups as OutreachGateLookups,\n  })\n  if (!gate.allowed) return stop(gateEvent(gate.blocks, nowMs), 'stopped')\n\n  /*\n   * The email, with its way out. The footer's \"reply 'no'\" line and the\n   * postal address are always there (compose refuses without them). The\n   * `List-Unsubscribe` header is the sequence's own setting (AGL-3296), read\n   * here per send like click tracking, and absent reads as off.\n   */\n  const unsubscribe = outreachListUnsubscribe({\n    enabled: sequence.settings.listUnsubscribe,\n    mintUrl: () => deps.unsubscribeUrl({ orgId: run.orgId, enrollmentId: enrollment.id }),\n    mailboxEmail: mailbox.email,\n  })\n  if (unsubscribe.status === 'unavailable') {\n    // On, but no link can be minted — no secret, or no HTTPS console origin\n    // — and an email without the way out its sequence promised does not leave.\n    console.error('[outreach] no unsubscribe link could be minted; nothing sends until one can')\n    run.stopped = true\n    report.held += 1\n    return\n  }\n  const step = sequence.steps[enrollment.stepIndex]\n  const sender = senderOf(mailbox)\n  /*\n   * Click tracking is the sequence's own setting (AGL-3239) and is read\n   * here, per send, rather than once per run: a member turning it off\n   * applies to the next email, not to the next hour. Each link becomes a\n   * short link (AGL-3297) whose document is written below, before the email\n   * leaves; a link that cannot be made is left exactly as the step wrote it.\n   */\n  if (sequence.settings.trackClicks && run.linkOrigin === undefined) {\n    run.linkOrigin = await trackingLinkOrigin(deps, run.orgId, sender.address)\n  }\n  const shortLinks: Array<{ id: string; doc: OutreachStoredLink }> = []\n  const rewriteLink = sequence.settings.trackClicks\n    ? (link: { url: string; index: number }) => {\n        const doc = outreachStoredLink(\n          {\n            orgId: run.orgId,\n            enrollmentId: enrollment.id,\n            stepIndex: enrollment.stepIndex,\n            linkIndex: link.index,\n            url: link.url,\n          },\n          nowMs,\n        )\n        const id = newOutreachLinkId()\n        const url = doc ? deps.clickLinkUrl(id, run.linkOrigin ?? null) : null\n        if (!doc || !url) return null\n        shortLinks.push({ id, doc })\n        return url\n      }\n    : null\n  const composed = composeOutreachEmail({\n    sequence,\n    enrollment,\n    orgSettings: run.settings,\n    rewriteLink,\n    merge: {\n      // For a lead, the contact-shaped view of it (`leadAsContact`), so a\n      // step written with `{{contact.*}}` reads the lead; `{{lead.*}}` reads\n      // the lead's own document beside it.\n      contact: person.contact,\n      contactGroupId,\n      lead: person.lead,\n      sender: { name: mailbox.displayName, email: sender.address },\n      site: { name: input.siteName },\n    },\n    templateBody: step?.kind === 'email' && step.templateId ? await templateBody(firestore, run, step.templateId) : null,\n    listUnsubscribeUrl: unsubscribe.status === 'ready' ? unsubscribe.url : null,\n    listUnsubscribeMailto: unsubscribe.status === 'ready' ? unsubscribe.mailto : null,\n  })\n  if (composed.error || !composed.email) {\n    const code = composed.error?.code\n    if (code === 'missing_postal_address' || code === 'missing_legal_name') {\n      // The organization's footer: nothing of theirs sends until it is set.\n      run.stopped = true\n      report.held += 1\n      return\n    }\n    if (code === 'invalid_recipient' || code === 'missing_thread' || code === 'not_an_email_step') {\n      return stop({ type: 'send_failed', atMs: nowMs, detail: composed.error?.message }, 'failed')\n    }\n    // The sequence's own words: the rep fixes the step and resumes.\n    return stop({ type: 'pause', atMs: nowMs, byUid: null, detail: composed.error?.message }, 'failed')\n  }\n  if (composed.unresolvedFields.length) {\n    const fields = composed.unresolvedFields.map((field) => `{{${field}}}`).join(', ')\n    return stop(\n      {\n        type: 'pause',\n        atMs: nowMs,\n        byUid: null,\n        detail: `Paused before sending: this contact has nothing for ${fields}. Fill it in and resume.`,\n      },\n      'failed',\n    )\n  }\n\n  /*\n   * The short links' documents, before anything is claimed or sent: a link\n   * in an email that already left must resolve on the first click. A write\n   * that fails holds the send for the next run, which mints new ones — an\n   * orphaned document is inert, an email whose links go nowhere is not.\n   */\n  if (shortLinks.length) {\n    try {\n      const batch = firestore.batch()\n      for (const link of shortLinks) {\n        batch.create(firestore.collection(OUTREACH_COLLECTIONS.links).doc(link.id), link.doc)\n      }\n      await batch.commit()\n    } catch (error) {\n      console.error('[outreach] the short links could not be stored; the send waits for the next run', error)\n      report.held += 1\n      return\n    }\n  }\n\n  // Claimed, then sent, then recorded.\n  const domain = sender.address.slice(sender.address.lastIndexOf('@') + 1)\n  const local = randomUUID()\n  const messageId = `<${local}@${domain}>`\n  const claimed = await claimStep(deps, firestore, run, enrollment, messageId)\n  if (claimed !== 'claimed') {\n    if (claimed === 'cap') run.stopped = true\n    report.held += 1\n    return\n  }\n  const client = await openClient(deps, run)\n  if (!client) {\n    await releaseClaim(deps, firestore, run, enrollment, true)\n    report.held += 1\n    return\n  }\n  let sent: Awaited<ReturnType<typeof sendComposedOutreachEmail>>\n  try {\n    sent = await sendComposedOutreachEmail(client, composed.email, sender, {\n      messageIdLocalPart: local,\n      messageIdDomain: domain,\n    })\n  } catch (error) {\n    if (error instanceof Rfc5322MessageError || (error instanceof GmailTransportError && error.code === 'invalid_request')) {\n      await releaseClaim(deps, firestore, run, enrollment, true, {\n        type: 'send_failed',\n        atMs: deps.now(),\n        detail: `Gmail refused the email: ${error.message}`,\n      })\n      report.failed += 1\n      return\n    }\n    await releaseClaim(deps, firestore, run, enrollment, true)\n    report.held += 1\n    run.stopped = true\n    const code = error instanceof GmailTransportError ? error.code : 'unexpected'\n    if (isReconnectRequired(error)) {\n      await noteOutreachMailboxReconnectRequired(deps, {\n        orgId: run.orgId,\n        mailboxId: mailbox.id,\n        errorCode: code,\n        nowMs: deps.now(),\n      })\n    } else {\n      await mailboxRef(firestore, run.orgId, mailbox.id)\n        .update({ 'health.lastErrorAtMs': deps.now(), 'health.lastErrorCode': code })\n        .catch(() => undefined)\n    }\n    console.error(`[outreach] a send from a mailbox failed (${code}); its sends wait for the next run`)\n    return\n  }\n\n  const record: OutreachStepRecord = {\n    stepIndex: enrollment.stepIndex,\n    stepId: step?.id ?? '',\n    kind: 'email',\n    atMs: deps.now(),\n    gmailMessageId: sent.gmailMessageId,\n    gmailThreadId: sent.threadId,\n    messageId: sent.messageId,\n    subject: sent.subject,\n    ...(composed.email.trackedLinks.length ? { links: composed.email.trackedLinks } : {}),\n  }\n  await completeStep(deps, firestore, run, {\n    enrollment,\n    sequence,\n    record,\n    sent: { messageId: sent.messageId, threadId: sent.threadId, subject: sent.subject },\n    claimMessageId: messageId,\n  })\n  report.sent += 1\n  await fileOutreachEmail(deps, {\n    orgId: run.orgId,\n    hostId: enrollment.hostId,\n    link: outreachEnrollmentLink(enrollment),\n    direction: 'outbound',\n    subject: sent.subject,\n    from: sender.address,\n    to: composed.email.to,\n    messageId: sent.messageId,\n    inReplyTo: composed.email.inReplyTo ?? null,\n    body: composed.email.text,\n    atMs: record.atMs,\n    byUid: mailbox.connectedByUid,\n    byName: mailbox.displayName || null,\n  })\n  // The first email is the touch (AGL-3254): `sent` on the sequence's\n  // campaigns, and the person's record credited to the first of them.\n  // Judged on the enrollment as it was read, before this step's record.\n  await creditOutreachFirstSend(deps, { enrollment, atMs: record.atMs })\n}\n\n/**\n * Settles a claim a run died holding. A task step's claim is dropped and\n * the step runs again (its task is filed once however often it is asked).\n * An email's claim looks for the message it minted in the mailbox: found,\n * the send happened and is recorded; not found, it did not, and the claim\n * and its reservation are handed back for the next run.\n */\nasync function recoverClaim(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  enrollment: OutreachEnrollment,\n  sequence: OutreachSequence,\n): Promise<boolean> {\n  const claim = enrollment.sendClaim\n  if (!claim) return false\n  if (!claim.messageId) {\n    await releaseClaim(deps, firestore, run, enrollment, false)\n    return true\n  }\n  const client = await openClient(deps, run)\n  if (!client) return false\n  const bare = claim.messageId.replace(/^<|>$/g, '')\n  const found = await client.listMessages({ q: `rfc822msgid:${bare}`, maxResults: 1, includeSpamTrash: true })\n  const hit = found.messages[0]\n  if (!hit) {\n    await releaseClaim(deps, firestore, run, enrollment, true)\n    return true\n  }\n  const message = await client.getMessage(hit.id, { metadataHeaders: ['Subject'] })\n  const subject = message.headers.find((header) => header.name.toLowerCase() === 'subject')?.value ?? ''\n  const step = sequence.steps[enrollment.stepIndex]\n  const atMs = deps.now()\n  const completed = await completeStep(deps, firestore, run, {\n    enrollment,\n    sequence,\n    record: {\n      stepIndex: enrollment.stepIndex,\n      stepId: step?.id ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/runtime/send-job.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 { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { randomUUID } from 'node:crypto'\nimport { composeOutreachEmail } from '../engine/compose'\nimport { planOutreachStepCompletion, type OutreachEnrollmentEvent } from '../engine/enrollment-state'\nimport { evaluateOutreachGates, type OutreachGateBlock, type OutreachGateLookups } from '../engine/gates'\nimport {\n  outreachSentToday,\n  outreachTickAllowance,\n  selectDueOutreachEnrollments,\n  type OutreachDueCandidate,\n} from '../engine/sending-capacity'\nimport { readOutreachEnrollCandidates, type OutreachEnrollCandidate } from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport { mailboxRef } from '../mailboxes/mailbox-credentials'\nimport { outreachEffectiveDailyCap, outreachLocalDay } from '../mailboxes/mailbox-settings'\nimport type { OpenedOutreachMailbox } from '../mailboxes/mailbox-transport'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_COLLECTIONS,\n  type OutreachComplianceSettingsDocument,\n  type OutreachEnrollment,\n  type OutreachMailbox,\n  type OutreachSequence,\n  type OutreachStepRecord,\n  type OutreachTaskStep,\n} from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachEnrollmentLink,\n  outreachEnrollmentPerson,\n  outreachOrgCollection,\n  readStoredOutreachEnrollment,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { GmailTransportError, isReconnectRequired } from '../transport/gmail-errors'\nimport { Rfc5322MessageError } from '../transport/rfc5322'\nimport { sendComposedOutreachEmail } from '../transport/send-message'\nimport { creditOutreachFirstSend } from './campaign-credit'\nimport { newOutreachLinkId, outreachStoredLink, type OutreachStoredLink } from './click-link'\nimport { applyOutreachEvent } from './enrollment-events'\nimport { outreachSendDigest, withRecentSend } from './mailbox-health-store'\nimport { noteOutreachMailboxReconnectRequired } from './mailbox-notices'\nimport type { OutreachRuntimeDeps } from './runtime-deps'\nimport { fileOutreachEmail, fileOutreachTask, OUTREACH_TASK_KIND_TO_RECORD } from './timeline'\nimport { outreachListUnsubscribe } from './unsubscribe-link'\n\n/*==========================================\n * THE SEND JOB (AGL-2981): every fifteen minutes, on the console.\n *\n * ## What comes due\n *\n * One collection-group read finds every active enrollment whose next step\n * is due, oldest first, bounded per run. They are grouped by workspace and\n * mailbox, and each group is judged before anything is sent:\n *\n * - the workspace: Outreach switched on, entitled and released to it;\n * - the mailbox: an enrollment whose mailbox is gone, disconnected, or whose\n *   member left the organization is STOPPED — nothing will ever send it, and\n *   leaving it active would show a sequence that is not running. A paused\n *   mailbox, or one waiting to be reconnected, holds its enrollments;\n * - the member it sends as: a lockdown of the platform, the workspace or the\n *   member holds everything.\n *\n * ## How much goes\n *\n * The engine's per-run allowance — the day's cap and ramp, spread across\n * the window, at most five a run — picks the enrollments (follow-ups first);\n * a task step is due whenever its time comes and spends no allowance.\n *\n * ## One send, exactly once\n *\n * Each email is CLAIMED before it is sent: a transaction over the enrollment\n * and its mailbox checks the enrollment is still active on the same step\n * with no live claim, and that the mailbox's day has room under its cap,\n * then writes the claim and reserves the day's count. Two runs racing for\n * one enrollment write one claim; two racing for one mailbox's last slot\n * reserve it once. The claim carries the `Message-ID` minted for the send,\n * so a claim a run died holding is settled by finding the message in the\n * mailbox rather than by sending it a second time. A send that fails hands\n * its reservation back.\n *\n * Before it is claimed, every gate is asked again — the do-not-contact\n * list, the suppression lists, the sales topic, the roster, the other\n * sequences — because a person enrolled on Monday can unsubscribe by\n * Thursday. A lookup that could not be made holds the send; a gate that\n * refuses stops the enrollment, saying why.\n *==========================================*/\n\nexport { OUTREACH_SEND_JOB_ID } from '../constants/runtime-jobs'\n\n/** The most due enrollments one run reads. */\nexport const OUTREACH_SEND_SCAN_LIMIT = 300\n\n/** How long a claim holds before a later run settles it. */\nexport const OUTREACH_CLAIM_STALE_MS = 10 * 60_000\n\n/** What one run did, for the tick's answer. */\nexport interface OutreachSendReport {\n  [key: string]: number\n  due: number\n  sent: number\n  tasks: number\n  /** Stopped by a gate or an unusable mailbox. */\n  stopped: number\n  /** Paused for the rep to fix, or failed for good. */\n  failed: number\n  /** Due, and left for a later run: the allowance, a lookup, a hold. */\n  held: number\n  /** Claims a dead run left, settled. */\n  recovered: number\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\ninterface MailboxRun {\n  orgId: string\n  org: Record<string, unknown>\n  mailbox: OutreachMailbox\n  settings: OutreachComplianceSettingsDocument\n  report: OutreachSendReport\n  deadlineMs: number\n  opened: OpenedOutreachMailbox | null\n  /** Set once the mailbox itself cannot send this run. */\n  stopped: boolean\n  templates: Map<string, string | null>\n  /**\n   * The click-tracking origin for this mailbox's sending domain (AGL-3306):\n   * `undefined` until a tracked send first asks, then the verified\n   * `https://links.<domain>` or `null` for the console's own address.\n   */\n  linkOrigin?: string | null\n}\n\nconst blankReport = (): OutreachSendReport => ({\n  due: 0,\n  sent: 0,\n  tasks: 0,\n  stopped: 0,\n  failed: 0,\n  held: 0,\n  recovered: 0,\n})\n\n/** Runs the send job once — see the module note. */\nexport async function runOutreachSendJob(\n  deps: OutreachRuntimeDeps,\n  context: { nowMs: number; deadlineMs: number },\n): Promise<OutreachSendReport> {\n  const firestore = deps.firestore()\n  const report = blankReport()\n  const due = await firestore\n    .collectionGroup(OUTREACH_COLLECTIONS.enrollments)\n    .where('status', '==', 'active')\n    .where('nextDueAtMs', '<=', context.nowMs)\n    .orderBy('nextDueAtMs')\n    .limit(OUTREACH_SEND_SCAN_LIMIT)\n    .get()\n  report.due = due.size\n  const byOrg = new Map<string, Map<string, OutreachEnrollment[]>>()\n  for (const doc of due.docs) {\n    const orgId = doc.ref.parent.parent?.id\n    const enrollment = readStoredOutreachEnrollment(doc.id, doc.data())\n    if (!orgId || !enrollment) continue\n    const mailboxes = byOrg.get(orgId) ?? new Map<string, OutreachEnrollment[]>()\n    mailboxes.set(enrollment.mailboxId, [...(mailboxes.get(enrollment.mailboxId) ?? []), enrollment])\n    byOrg.set(orgId, mailboxes)\n  }\n\n  for (const [orgId, mailboxes] of byOrg) {\n    const waiting = [...mailboxes.values()].reduce((sum, list) => sum + list.length, 0)\n    if (deps.now() >= context.deadlineMs) {\n      report.held += waiting\n      continue\n    }\n    const orgSnapshot = await firestore.collection('orgs').doc(orgId).get()\n    const org = (orgSnapshot.exists ? orgSnapshot.data() : null) as Record<string, unknown> | null\n    if (!org || (await deps.orgRefusal(orgId, org))) {\n      report.held += waiting\n      continue\n    }\n    const settings = await readOutreachComplianceSettingsDoc(firestore, orgId)\n    for (const [mailboxId, enrollments] of mailboxes) {\n      await runMailbox(deps, firestore, { orgId, org, mailboxId, enrollments, settings, report, context })\n    }\n  }\n  return report\n}\n\n/** The reason an unusable mailbox stops an enrollment, or `null` for a usable one. */\nasync function unusableMailbox(\n  firestore: Firestore,\n  orgId: string,\n  mailbox: OutreachMailbox | null,\n): Promise<string | null> {\n  if (!mailbox) return 'The mailbox this sequence sends from was removed.'\n  if (mailbox.status === 'disconnected') return 'The mailbox this sequence sends from was disconnected.'\n  const member = await firestore.collection('orgs').doc(orgId).collection('members').doc(mailbox.connectedByUid).get()\n  return member.exists\n    ? null\n    : 'The member who connected the mailbox this sequence sends from is no longer in the organization.'\n}\n\nasync function runMailbox(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  input: {\n    orgId: string\n    org: Record<string, unknown>\n    mailboxId: string\n    enrollments: OutreachEnrollment[]\n    settings: OutreachComplianceSettingsDocument\n    report: OutreachSendReport\n    context: { nowMs: number; deadlineMs: number }\n  },\n): Promise<void> {\n  const { orgId, org, report, context } = input\n  const nowMs = context.nowMs\n  const snapshot = await mailboxRef(firestore, orgId, input.mailboxId).get()\n  const mailbox = readStoredOutreachMailbox(input.mailboxId, snapshot.exists ? snapshot.data() : undefined)\n  const unusable = await unusableMailbox(firestore, orgId, mailbox)\n  if (unusable || !mailbox) {\n    for (const enrollment of input.enrollments) {\n      const outcome = await applyOutreachEvent(firestore, {\n        orgId,\n        enrollmentId: enrollment.id,\n        event: { type: 'stop', atMs: nowMs, byUid: null, reason: 'gate', detail: unusable },\n        nowMs,\n      })\n      if (outcome.changed) report.stopped += 1\n    }\n    return\n  }\n  if (mailbox.status !== 'connected' || (await deps.sendRefusal({ orgId, org, uid: mailbox.connectedByUid }))) {\n    report.held += input.enrollments.length\n    return\n  }\n\n  const run: MailboxRun = {\n    orgId,\n    org,\n    mailbox,\n    settings: input.settings,\n    report,\n    deadlineMs: context.deadlineMs,\n    opened: null,\n    stopped: false,\n    templates: new Map(),\n  }\n  const sequenceIds = [...new Set(input.enrollments.map((enrollment) => enrollment.sequenceId))]\n  const sequenceSnapshots = await firestore.getAll(\n    ...sequenceIds.map((id) => outreachOrgCollection(firestore, orgId, 'sequences').doc(id)),\n  )\n  const sequences = new Map<string, OutreachSequence>()\n  sequenceSnapshots.forEach((sequenceSnapshot, index) => {\n    const sequence = readStoredOutreachSequence(\n      sequenceIds[index],\n      sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined,\n    )\n    if (sequence) sequences.set(sequence.id, sequence)\n  })\n\n  const candidates: OutreachDueCandidate[] = []\n  for (const enrollment of input.enrollments) {\n    const sequence = sequences.get(enrollment.sequenceId)\n    const claim = enrollment.sendClaim\n    if (claim && nowMs - claim.atMs < OUTREACH_CLAIM_STALE_MS) continue\n    if (claim && sequence) {\n      if (await recoverClaim(deps, firestore, run, enrollment, sequence)) report.recovered += 1\n      continue\n    }\n    if (sequence) candidates.push({ enrollment, sequence })\n  }\n\n  const allowance = outreachTickAllowance({ mailbox, nowMs })\n  const selection = selectDueOutreachEnrollments({ candidates, mailbox, nowMs, allowance: allowance.allowance })\n  report.held += selection.deferred.length\n\n  for (const candidate of selection.tasks) {\n    if (deps.now() >= context.deadlineMs) {\n      report.held += 1\n      continue\n    }\n    if (await runTaskStep(deps, firestore, run, candidate)) report.tasks += 1\n  }\n  if (!selection.emails.length) return\n\n  // The people behind the emails, read once per site: the contact and its\n  // company, and every lookup the gates decide on.\n  const people = new Map<string, OutreachEnrollCandidate>()\n  const lookups = new Map<string, OutreachGateLookups>()\n  const byHost = new Map<string, OutreachEnrollment[]>()\n  for (const candidate of selection.emails) {\n    const enrollment = candidate.enrollment as OutreachEnrollment\n    byHost.set(enrollment.hostId, [...(byHost.get(enrollment.hostId) ?? []), enrollment])\n  }\n  const siteNames = new Map<string, string>()\n  for (const [hostId, enrollments] of byHost) {\n    const consentGroup = consentGroupForHost(org, hostId)\n    const contactGroupId = consentGroup.groupId\n    // Each by the record it names — the contact, or the lead while the\n    // person is one (AGL-3234) — keyed by that record's id.\n    const [candidatesRead, lookupsRead, host] = await Promise.all([\n      readOutreachEnrollCandidates(firestore, {\n        orgId,\n        hostId,\n        contactGroupId,\n        people: enrollments.map(outreachEnrollmentPerson),\n      }),\n      readOutreachGateLookups(firestore, {\n        orgId,\n        hostId,\n        consentHostIds: consentGroup.hostIds,\n        consentAwaitsConfirmation: consentGroup.awaitsConfirmation,\n        people: enrollments.map((enrollment) => {\n          const person = outreachEnrollmentPerson(enrollment)\n          return {\n            personId: person.id,\n            contactId: person.kind === 'contact' ? person.id : null,\n            leadId: person.kind === 'lead' ? person.id : null,\n            email: enrollment.email,\n          }\n        }),\n      }),\n      firestore.collection('hosts').doc(hostId).get(),\n    ])\n    for (const person of candidatesRead) people.set(person.personId, person)\n    for (const [personId, answer] of lookupsRead) lookups.set(personId, answer)\n    siteNames.set(hostId, host.exists ? String(host.get('name') ?? '') : '')\n  }\n\n  for (const candidate of selection.emails) {\n    if (run.stopped || deps.now() >= context.deadlineMs) {\n      report.held += 1\n      continue\n    }\n    const enrollment = candidate.enrollment as OutreachEnrollment\n    const personId = outreachEnrollmentPerson(enrollment).id\n    await runEmailStep(deps, firestore, run, {\n      enrollment,\n      sequence: candidate.sequence as OutreachSequence,\n      person: people.get(personId) ?? null,\n      lookups: lookups.get(personId) ?? null,\n      siteName: siteNames.get(enrollment.hostId) ?? '',\n    })\n  }\n}\n\n/** Any lookup the runtime could not make: the send waits for a run that can. */\nfunction uncheckable(lookups: OutreachGateLookups | null): boolean {\n  return !lookups || Object.values(lookups).some((value) => value === null)\n}\n\n/** The event a gate's refusal ends an enrollment with. */\nfunction gateEvent(blocks: readonly OutreachGateBlock[], atMs: number): OutreachEnrollmentEvent {\n  const optedOut = blocks.find((block) => block.code === 'do_not_contact' || block.code === 'sales_opted_out')\n  if (optedOut) return { type: 'opt_out', atMs, reason: 'do_not_contact', detail: optedOut.reason }\n  return { type: 'stop', atMs, byUid: null, reason: 'gate', detail: blocks.map((block) => block.reason).join(' ') }\n}\n\n/**\n * The click-tracking origin for mail sent as `senderAddress`, or `null` for\n * the console's own address — which is also what a failed lookup reads as: a\n * link on the app address still counts the click, so no send waits on it.\n */\nasync function trackingLinkOrigin(\n  deps: OutreachRuntimeDeps,\n  orgId: string,\n  senderAddress: string,\n): Promise<string | null> {\n  if (!deps.clickLinkOrigin) return null\n  try {\n    return await deps.clickLinkOrigin({ orgId, senderAddress })\n  } catch (error) {\n    console.warn('[outreach] the click-tracking host could not be read; links use the app address', error)\n    return null\n  }\n}\n\n/** The sender line a mailbox's mail goes out with. */\nconst senderOf = (mailbox: OutreachMailbox) => ({\n  address: mailbox.sendAs || mailbox.email,\n  name: mailbox.displayName || null,\n})\n\nasync function openClient(deps: OutreachRuntimeDeps, run: MailboxRun) {\n  const opened = (run.opened ??= await deps.openMailbox(run.mailbox.id))\n  if (opened.ok === true) return opened.client\n  run.stopped = true\n  if (opened.reason !== 'not-configured') {\n    await noteOutreachMailboxReconnectRequired(deps, {\n      orgId: run.orgId,\n      mailboxId: run.mailbox.id,\n      errorCode: opened.reason,\n      nowMs: deps.now(),\n    })\n  }\n  return null\n}\n\n/**\n * Claims one step: the enrollment still active on the same step with no\n * live claim, and — for an email — a slot under the mailbox's cap today,\n * reserved in the same transaction.\n */\nasync function claimStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  enrollment: OutreachEnrollment,\n  messageId: string | null,\n): Promise<'claimed' | 'taken' | 'cap'> {\n  const enrollmentRef = outreachOrgCollection(firestore, run.orgId, 'enrollments').doc(enrollment.id)\n  const boxRef = mailboxRef(firestore, run.orgId, run.mailbox.id)\n  const nowMs = deps.now()\n  return firestore.runTransaction(async (transaction) => {\n    const [current, box] = await Promise.all([transaction.get(enrollmentRef), transaction.get(boxRef)])\n    const stored = readStoredOutreachEnrollment(enrollment.id, current.exists ? current.data() : undefined)\n    const claim = stored?.sendClaim\n    if (\n      !stored ||\n      stored.status !== 'active' ||\n      stored.stepIndex !== enrollment.stepIndex ||\n      stored.nextDueAtMs === null ||\n      stored.nextDueAtMs > nowMs ||\n      (claim && nowMs - claim.atMs < OUTREACH_CLAIM_STALE_MS)\n    ) {\n      return 'taken'\n    }\n    if (messageId) {\n      const mailbox = readStoredOutreachMailbox(run.mailbox.id, box.exists ? box.data() : undefined)\n      if (!mailbox || mailbox.status !== 'connected') return 'taken'\n      const sent = outreachSentToday(mailbox.health, nowMs, mailbox.timezone)\n      if (sent >= outreachEffectiveDailyCap(mailbox, nowMs)) return 'cap'\n      transaction.update(boxRef, {\n        'health.sentToday': sent + 1,\n        'health.sentOnDay': outreachLocalDay(nowMs, mailbox.timezone),\n      })\n    }\n    transaction.update(enrollmentRef, {\n      sendClaim: { token: randomUUID(), atMs: nowMs, stepIndex: enrollment.stepIndex, messageId },\n      updatedAtMs: nowMs,\n    })\n    return 'claimed'\n  })\n}\n\n/** Drops a claim, and hands an email's reservation back to the mailbox's day. */\nasync function releaseClaim(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  enrollment: Pick<OutreachEnrollment, 'id'>,\n  reserved: boolean,\n  event: OutreachEnrollmentEvent | null = null,\n): Promise<void> {\n  const nowMs = deps.now()\n  await applyOutreachEvent(firestore, {\n    orgId: run.orgId,\n    enrollmentId: enrollment.id,\n    event,\n    extra: () => ({ sendClaim: null }),\n    nowMs,\n  })\n  if (!reserved) return\n  const boxRef = mailboxRef(firestore, run.orgId, run.mailbox.id)\n  await firestore.runTransaction(async (transaction) => {\n    const box = await transaction.get(boxRef)\n    const mailbox = readStoredOutreachMailbox(run.mailbox.id, box.exists ? box.data() : undefined)\n    if (!mailbox || mailbox.health?.sentOnDay !== outreachLocalDay(nowMs, mailbox.timezone)) return\n    transaction.update(boxRef, { 'health.sentToday': Math.max(0, (Number(mailbox.health.sentToday) || 0) - 1) })\n  })\n}\n\n/**\n * Records a step that ran: the engine's completion patch, the claim\n * cleared, the step's record kept — and for an email the mailbox's send on\n * its day, its last-sent time and its window of recent sends. Refuses\n * (answers false) when the claim is no longer this run's.\n */\nasync function completeStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  input: {\n    enrollment: OutreachEnrollment\n    sequence: OutreachSequence\n    record: OutreachStepRecord\n    sent: { messageId: string; threadId: string; subject: string } | null\n    claimMessageId: string | null\n  },\n): Promise<boolean> {\n  const enrollmentRef = outreachOrgCollection(firestore, run.orgId, 'enrollments').doc(input.enrollment.id)\n  const boxRef = mailboxRef(firestore, run.orgId, run.mailbox.id)\n  const nowMs = deps.now()\n  /*\n   * Whether this is the FIRST email this person has had from the sequence\n   * (AGL-3239), decided from the same read the step is recorded against and\n   * so re-decided on every transaction retry. It is what `stats.people`\n   * counts: the denominator of every engagement rate, and the thing\n   * `stats.sent` is not, since one person takes several steps.\n   */\n  let firstEmail = false\n  const completed = await firestore.runTransaction(async (transaction) => {\n    const [current, box] = await Promise.all([\n      transaction.get(enrollmentRef),\n      input.sent ? transaction.get(boxRef) : Promise.resolve(null),\n    ])\n    const stored = readStoredOutreachEnrollment(input.enrollment.id, current.exists ? current.data() : undefined)\n    if (!stored?.sendClaim || stored.sendClaim.messageId !== input.claimMessageId) return false\n    if (stored.stepIndex !== input.enrollment.stepIndex) return false\n    // The step RAN, whatever happened to the enrollment while it did — a\n    // member paused it, a reply stopped it — so it is recorded as run, and a\n    // resume never sends it twice.\n    firstEmail =\n      input.sent !== null &&\n      !(stored.stepRecords ?? []).some((record) => record.kind === 'email')\n    const plan = planOutreachStepCompletion({\n      enrollment: { ...stored, status: 'active' },\n      sequence: input.sequence,\n      mailbox: run.mailbox,\n      completedAtMs: nowMs,\n      sent: input.sent,\n      random: deps.random,\n    })\n    const patch: Record<string, unknown> = {\n      sendClaim: null,\n      stepRecords: [...(stored.stepRecords ?? []), input.record].slice(-20),\n      updatedAtMs: nowMs,\n      ...(plan.patch ?? {}),\n    }\n    if (stored.status !== 'active') {\n      patch['status'] = stored.status\n      if (stored.status !== 'paused') patch['nextDueAtMs'] = null\n    }\n    transaction.update(enrollmentRef, patch)\n    if (input.sent && box?.exists) {\n      const mailbox = readStoredOutreachMailbox(run.mailbox.id, box.data())\n      if (mailbox) {\n        const day = outreachLocalDay(nowMs, mailbox.timezone)\n        const counts = mailbox.health?.daily?.[day] ?? { sent: 0, bounces: 0, replies: 0 }\n        transaction.update(boxRef, {\n          'health.lastSentAtMs': nowMs,\n          'health.lastErrorAtMs': null,\n          'health.lastErrorCode': null,\n          [`health.daily.${day}`]: { ...counts, sent: (Number(counts.sent) || 0) + 1 },\n          'health.recentSends': withRecentSend(mailbox.health?.recentSends, {\n            id: outreachSendDigest(input.sent.messageId),\n            atMs: nowMs,\n            bounced: false,\n          }),\n          updatedAtMs: nowMs,\n        })\n      }\n    }\n    return true\n  })\n  if (completed && input.sent) {\n    await bumpOutreachSequenceStats(firestore, {\n      orgId: run.orgId,\n      sequenceId: input.sequence.id,\n      firstEmail,\n      trackedLinks: input.record.links?.length ?? 0,\n    })\n  }\n  return completed\n}\n\n/**\n * The sequence's send counters (AGL-3239), written outside the enrollment's\n * transaction.\n *\n * One sequence holds every enrollment, so a transaction over it would\n * serialise every recipient against every other; `FieldValue.increment` is a\n * blind write with nothing to contend on. It is bookkeeping beside the act,\n * so a failure is logged and the send stands — the email has already left.\n *\n * `clickTracked` is stamped by the first send that actually carried a\n * rewritten link, never by the SETTING: a sequence with the setting on whose\n * emails have no links in them measured nothing, and the report must say\n * \"not measured\" for it rather than publish a 0% click rate.\n */\nasync function bumpOutreachSequenceStats(\n  firestore: Firestore,\n  input: { orgId: string; sequenceId: string; firstEmail: boolean; trackedLinks: number },\n): Promise<void> {\n  if (!input.sequenceId) return\n  await outreachOrgCollection(firestore, input.orgId, 'sequences')\n    .doc(input.sequenceId)\n    .update({\n      'stats.sent': FieldValue.increment(1),\n      ...(input.firstEmail ? { 'stats.people': FieldValue.increment(1) } : {}),\n      ...(input.trackedLinks > 0 ? { 'stats.clickTracked': true } : {}),\n    })\n    .catch((error: unknown) => {\n      console.warn('[outreach] a send could not be counted on its sequence', error)\n    })\n}\n\n/** One task step: the rep's task on the contact, then the step recorded. */\nasync function runTaskStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  candidate: OutreachDueCandidate,\n): Promise<boolean> {\n  const enrollment = candidate.enrollment as OutreachEnrollment\n  const sequence = candidate.sequence as OutreachSequence\n  const step = sequence.steps[enrollment.stepIndex] as OutreachTaskStep\n  if ((await claimStep(deps, firestore, run, enrollment, null)) !== 'claimed') return false\n  const nowMs = deps.now()\n  let taskId: string | null\n  try {\n    const written = await fileOutreachTask(deps, {\n      orgId: run.orgId,\n      hostId: enrollment.hostId,\n      link: outreachEnrollmentLink(enrollment),\n      dedupeKey: `step:${enrollment.id}:${step.id}`,\n      title: step.title,\n      notes: `From sequence step ${enrollment.stepIndex + 1}.`,\n      kind: OUTREACH_TASK_KIND_TO_RECORD[step.taskKind] ?? 'todo',\n      dueAtMs: nowMs,\n      assigneeUid: run.mailbox.connectedByUid,\n    })\n    taskId = written?.ok ? written.id : null\n    if (written?.ok === false) console.warn(`[outreach] a task step's task was not filed: ${written.error}`)\n  } catch (error) {\n    // The record system failed rather than refused: the step waits for a\n    // run that can file its task.\n    console.error('[outreach] filing a task step failed; the step waits', error)\n    await releaseClaim(deps, firestore, run, enrollment, false)\n    return false\n  }\n  return completeStep(deps, firestore, run, {\n    enrollment,\n    sequence,\n    record: { stepIndex: enrollment.stepIndex, stepId: step.id, kind: 'task', atMs: nowMs, taskId },\n    sent: null,\n    claimMessageId: null,\n  })\n}\n\n/** A CRM template's body, read once per run. */\nasync function templateBody(firestore: Firestore, run: MailboxRun, templateId: string): Promise<string | null> {\n  if (!run.templates.has(templateId)) {\n    const snapshot = await firestore\n      .collection('orgs')\n      .doc(run.orgId)\n      .collection(CRM_COLLECTIONS.emailTemplates)\n      .doc(templateId)\n      .get()\n    run.templates.set(\n      templateId,\n      snapshot.exists ? normalizeCrmEmailTemplate(snapshot.data() as Record<string, unknown>).body : null,\n    )\n  }\n  return run.templates.get(templateId) ?? null\n}\n\nasync function runEmailStep(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  input: {\n    enrollment: OutreachEnrollment\n    sequence: OutreachSequence\n    person: OutreachEnrollCandidate | null\n    lookups: OutreachGateLookups | null\n    siteName: string\n  },\n): Promise<void> {\n  const { enrollment, sequence, person } = input\n  const { report, mailbox } = run\n  const nowMs = deps.now()\n  const stop = async (event: OutreachEnrollmentEvent, counter: 'stopped' | 'failed') => {\n    const outcome = await applyOutreachEvent(firestore, { orgId: run.orgId, enrollmentId: enrollment.id, event, nowMs })\n    if (outcome.changed) report[counter] += 1\n  }\n\n  // Every gate again, on the person as they stand now.\n  if (!person?.contact) {\n    return stop(\n      {\n        type: 'stop',\n        atMs: nowMs,\n        byUid: null,\n        reason: 'gate',\n        detail:\n          enrollment.target === 'lead'\n            ? \"This lead no longer exists in the sequence's site's CRM.\"\n            : 'This contact no longer exists in the CRM.',\n      },\n      'stopped',\n    )\n  }\n  if (person.convertedContactId && enrollment.target === 'lead') {\n    // The lead converted and the enrollment has not followed it yet: the\n    // conversion's listener re-points it, and the next run sends as the contact.\n    report.held += 1\n    return\n  }\n  if (!person.visible) {\n    return stop(\n      { type: 'stop', atMs: nowMs, byUid: null, reason: 'gate', detail: \"This contact is no longer in the sequence's site's CRM.\" },\n      'stopped',\n    )\n  }\n  if (uncheckable(input.lookups)) {\n    report.held += 1\n    return\n  }\n  const contactGroupId = consentGroupForHost(run.org, enrollment.hostId).groupId\n  const gate = evaluateOutreachGates({\n    email: enrollment.email,\n    contact: person.contact,\n    contactGroupId,\n    company: person.company,\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        run.settings.allowedCountries,\n      ),\n    },\n    personalLine: enrollment.personalLine,\n    attestations: enrollment.attestations,\n    enrollmentId: enrollment.id,\n    lookups: input.lookups as OutreachGateLookups,\n  })\n  if (!gate.allowed) return stop(gateEvent(gate.blocks, nowMs), 'stopped')\n\n  /*\n   * The email, with its way out. The footer's \"reply 'no'\" line and the\n   * postal address are always there (compose refuses without them). The\n   * `List-Unsubscribe` header is the sequence's own setting (AGL-3296), read\n   * here per send like click tracking, and absent reads as off.\n   */\n  const unsubscribe = outreachListUnsubscribe({\n    enabled: sequence.settings.listUnsubscribe,\n    mintUrl: () => deps.unsubscribeUrl({ orgId: run.orgId, enrollmentId: enrollment.id }),\n    mailboxEmail: mailbox.email,\n  })\n  if (unsubscribe.status === 'unavailable') {\n    // On, but no link can be minted — no secret, or no HTTPS console origin\n    // — and an email without the way out its sequence promised does not leave.\n    console.error('[outreach] no unsubscribe link could be minted; nothing sends until one can')\n    run.stopped = true\n    report.held += 1\n    return\n  }\n  const step = sequence.steps[enrollment.stepIndex]\n  const sender = senderOf(mailbox)\n  /*\n   * Click tracking is the sequence's own setting (AGL-3239) and is read\n   * here, per send, rather than once per run: a member turning it off\n   * applies to the next email, not to the next hour. Each link becomes a\n   * short link (AGL-3297) whose document is written below, before the email\n   * leaves; a link that cannot be made is left exactly as the step wrote it.\n   */\n  if (sequence.settings.trackClicks && run.linkOrigin === undefined) {\n    run.linkOrigin = await trackingLinkOrigin(deps, run.orgId, sender.address)\n  }\n  const shortLinks: Array<{ id: string; doc: OutreachStoredLink }> = []\n  const rewriteLink = sequence.settings.trackClicks\n    ? (link: { url: string; index: number }) => {\n        const doc = outreachStoredLink(\n          {\n            orgId: run.orgId,\n            enrollmentId: enrollment.id,\n            stepIndex: enrollment.stepIndex,\n            linkIndex: link.index,\n            url: link.url,\n          },\n          nowMs,\n        )\n        const id = newOutreachLinkId()\n        const url = doc ? deps.clickLinkUrl(id, run.linkOrigin ?? null) : null\n        if (!doc || !url) return null\n        shortLinks.push({ id, doc })\n        return url\n      }\n    : null\n  const composed = composeOutreachEmail({\n    sequence,\n    enrollment,\n    orgSettings: run.settings,\n    rewriteLink,\n    merge: {\n      // For a lead, the contact-shaped view of it (`leadAsContact`), so a\n      // step written with `{{contact.*}}` reads the lead; `{{lead.*}}` reads\n      // the lead's own document beside it.\n      contact: person.contact,\n      contactGroupId,\n      lead: person.lead,\n      sender: { name: mailbox.displayName, email: sender.address },\n      site: { name: input.siteName },\n    },\n    templateBody: step?.kind === 'email' && step.templateId ? await templateBody(firestore, run, step.templateId) : null,\n    listUnsubscribeUrl: unsubscribe.status === 'ready' ? unsubscribe.url : null,\n    listUnsubscribeMailto: unsubscribe.status === 'ready' ? unsubscribe.mailto : null,\n  })\n  if (composed.error || !composed.email) {\n    const code = composed.error?.code\n    if (code === 'missing_postal_address' || code === 'missing_legal_name') {\n      // The organization's footer: nothing of theirs sends until it is set.\n      run.stopped = true\n      report.held += 1\n      return\n    }\n    if (code === 'invalid_recipient' || code === 'missing_thread' || code === 'not_an_email_step') {\n      return stop({ type: 'send_failed', atMs: nowMs, detail: composed.error?.message }, 'failed')\n    }\n    // The sequence's own words: the rep fixes the step and resumes.\n    return stop({ type: 'pause', atMs: nowMs, byUid: null, detail: composed.error?.message }, 'failed')\n  }\n  if (composed.unresolvedFields.length) {\n    const fields = composed.unresolvedFields.map((field) => `{{${field}}}`).join(', ')\n    return stop(\n      {\n        type: 'pause',\n        atMs: nowMs,\n        byUid: null,\n        detail: `Paused before sending: this contact has nothing for ${fields}. Fill it in and resume.`,\n      },\n      'failed',\n    )\n  }\n\n  /*\n   * The short links' documents, before anything is claimed or sent: a link\n   * in an email that already left must resolve on the first click. A write\n   * that fails holds the send for the next run, which mints new ones — an\n   * orphaned document is inert, an email whose links go nowhere is not.\n   */\n  if (shortLinks.length) {\n    try {\n      const batch = firestore.batch()\n      for (const link of shortLinks) {\n        batch.create(firestore.collection(OUTREACH_COLLECTIONS.links).doc(link.id), link.doc)\n      }\n      await batch.commit()\n    } catch (error) {\n      console.error('[outreach] the short links could not be stored; the send waits for the next run', error)\n      report.held += 1\n      return\n    }\n  }\n\n  // Claimed, then sent, then recorded.\n  const domain = sender.address.slice(sender.address.lastIndexOf('@') + 1)\n  const local = randomUUID()\n  const messageId = `<${local}@${domain}>`\n  const claimed = await claimStep(deps, firestore, run, enrollment, messageId)\n  if (claimed !== 'claimed') {\n    if (claimed === 'cap') run.stopped = true\n    report.held += 1\n    return\n  }\n  const client = await openClient(deps, run)\n  if (!client) {\n    await releaseClaim(deps, firestore, run, enrollment, true)\n    report.held += 1\n    return\n  }\n  let sent: Awaited<ReturnType<typeof sendComposedOutreachEmail>>\n  try {\n    sent = await sendComposedOutreachEmail(client, composed.email, sender, {\n      messageIdLocalPart: local,\n      messageIdDomain: domain,\n    })\n  } catch (error) {\n    if (error instanceof Rfc5322MessageError || (error instanceof GmailTransportError && error.code === 'invalid_request')) {\n      await releaseClaim(deps, firestore, run, enrollment, true, {\n        type: 'send_failed',\n        atMs: deps.now(),\n        detail: `Gmail refused the email: ${error.message}`,\n      })\n      report.failed += 1\n      return\n    }\n    await releaseClaim(deps, firestore, run, enrollment, true)\n    report.held += 1\n    run.stopped = true\n    const code = error instanceof GmailTransportError ? error.code : 'unexpected'\n    if (isReconnectRequired(error)) {\n      await noteOutreachMailboxReconnectRequired(deps, {\n        orgId: run.orgId,\n        mailboxId: mailbox.id,\n        errorCode: code,\n        nowMs: deps.now(),\n      })\n    } else {\n      await mailboxRef(firestore, run.orgId, mailbox.id)\n        .update({ 'health.lastErrorAtMs': deps.now(), 'health.lastErrorCode': code })\n        .catch(() => undefined)\n    }\n    console.error(`[outreach] a send from a mailbox failed (${code}); its sends wait for the next run`)\n    return\n  }\n\n  const record: OutreachStepRecord = {\n    stepIndex: enrollment.stepIndex,\n    stepId: step?.id ?? '',\n    kind: 'email',\n    atMs: deps.now(),\n    gmailMessageId: sent.gmailMessageId,\n    gmailThreadId: sent.threadId,\n    messageId: sent.messageId,\n    subject: sent.subject,\n    ...(composed.email.trackedLinks.length ? { links: composed.email.trackedLinks } : {}),\n  }\n  await completeStep(deps, firestore, run, {\n    enrollment,\n    sequence,\n    record,\n    sent: { messageId: sent.messageId, threadId: sent.threadId, subject: sent.subject },\n    claimMessageId: messageId,\n  })\n  report.sent += 1\n  await fileOutreachEmail(deps, {\n    orgId: run.orgId,\n    hostId: enrollment.hostId,\n    link: outreachEnrollmentLink(enrollment),\n    direction: 'outbound',\n    subject: sent.subject,\n    from: sender.address,\n    to: composed.email.to,\n    messageId: sent.messageId,\n    inReplyTo: composed.email.inReplyTo ?? null,\n    body: composed.email.text,\n    atMs: record.atMs,\n    byUid: mailbox.connectedByUid,\n    byName: mailbox.displayName || null,\n  })\n  // The first email is the touch (AGL-3254): `sent` on the sequence's\n  // campaigns, and the person's record credited to the first of them.\n  // Judged on the enrollment as it was read, before this step's record.\n  await creditOutreachFirstSend(deps, { enrollment, atMs: record.atMs })\n}\n\n/**\n * Settles a claim a run died holding. A task step's claim is dropped and\n * the step runs again (its task is filed once however often it is asked).\n * An email's claim looks for the message it minted in the mailbox: found,\n * the send happened and is recorded; not found, it did not, and the claim\n * and its reservation are handed back for the next run.\n */\nasync function recoverClaim(\n  deps: OutreachRuntimeDeps,\n  firestore: Firestore,\n  run: MailboxRun,\n  enrollment: OutreachEnrollment,\n  sequence: OutreachSequence,\n): Promise<boolean> {\n  const claim = enrollment.sendClaim\n  if (!claim) return false\n  if (!claim.messageId) {\n    await releaseClaim(deps, firestore, run, enrollment, false)\n    return true\n  }\n  const client = await openClient(deps, run)\n  if (!client) return false\n  const bare = claim.messageId.replace(/^<|>$/g, '')\n  const found = await client.listMessages({ q: `rfc822msgid:${bare}`, maxResults: 1, includeSpamTrash: true })\n  const hit = found.messages[0]\n  if (!hit) {\n    await releaseClaim(deps, firestore, run, enrollment, true)\n    return true\n  }\n  const message = await client.getMessage(hit.id, { metadataHeaders: ['Subject'] })\n  const subject = message.headers.find((header) => header.name.toLowerCase() === 'subject')?.value ?? ''\n  const step = sequence.steps[enrollment.stepIndex]\n  const atMs = deps.now()\n  const completed = await completeStep(deps, firestore, run, {\n    enrollment,\n    sequence,\n    record: {\n      stepIndex: enrollment.stepIndex,\n      stepId: step?.id ?? 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