@aglyn/plugins-outreach 1.0.0-beta.194 → 1.0.0-beta.196

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

@@ -0,0 +1,424 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { readCampaignIds, readContactCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
+import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
+import { readContactFacet } from "@aglyn/aglyn/app-utils/contacts";
+import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
+import { normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { FieldValue } from "firebase-admin/firestore";
+import { OUTREACH_CURATION_SYSTEM, outreachCurationPrompt, parseOutreachCurationAnswer } from "../engine/curation-prompt.js";
+import { outreachCuratedEntry } from "../engine/enrollment-activity.js";
+import { OUTREACH_OPEN_ENROLLMENT_STATUSES } from "../engine/gates.js";
+import { hasOutreachValidationErrors, isInThreadEmailStep, validateOutreachCuratedStep } from "../engine/sequence-validation.js";
+import { readOutreachEnrollCandidates } from "../enrollment/enroll-people.js";
+import { readOutreachStepOverrideRequest } from "../enrollment/step-overrides.js";
+import { OUTREACH_MAX_EMAIL_STEPS } from "../model/outreach.types.js";
+import { fileOutreachNote } from "../runtime/timeline.js";
+import { outreachEnrollmentLink, outreachEnrollmentPerson, outreachOrgCollection, readStoredOutreachEnrollment, readStoredOutreachMailbox, readStoredOutreachSequence } from "../storage/outreach-records.js";
+import { OUTREACH_READS_PEOPLE } from "./enroll-routes.js";
+import { OUTREACH_SEQUENCE_ACTIVITY_TARGET } from "./route-deps.js";
+import { outreachRouteGate } from "./route-gate.js";
+import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocumentId, readOutreachJsonBody } from "./route-http.js";
+/**
+ * CURATING ONE PERSON'S EMAILS (AGL-3324): `outreach/curate/draft` and
+ * `outreach/curate/save`.
+ *
+ * A sequence's step is one template for everyone plus the personal line;
+ * what an agent-run outbound tool does instead is write each send for each
+ * prospect from what it knows about them, and let the seller approve or
+ * edit. These two routes are that, with the member's confirmation kept as
+ * the one thing that stores anything.
+ *
+ * DRAFT reads the person the way enrolling reads them — the contact, or the
+ * lead as the contact it would be, with the company filed beside them — and
+ * asks the workspace's text generator, on the core's seam, for this
+ * person's copy of the email steps named: every email step for a person
+ * about to be enrolled, the next one for an enrollment. The answer is
+ * validated against the playbook's rules and returned with each draft's
+ * issues, the prompt and the model. NOTHING IS STORED: the member reads it
+ * in the dialog, edits it, ticks the confirmation, and then either enrolls
+ * (the enroll route stores the copies with the enrollment) or saves.
+ *
+ * SAVE stores one confirmed copy on an open enrollment, for a step that
+ * has not gone out, validated again — the request is not trusted to have
+ * shown the member what it sends — and files "Curated step N" on the
+ * person's record with who wrote the words. `override: null` clears a copy,
+ * so the step goes back to the sequence's own words.
+ *
+ * Both read the CRM, so both ask for `data.manage` beside `outreach.use`;
+ * the generator applies its own rules — the generation permission, the
+ * plan, the switches, the allotments — to the member named, and meters the
+ * draft on the member's month and the org's. Outreach never reaches the AI
+ * plugin: the seam is the platform's, and a workspace where no plugin
+ * generates text is told so in the route's words.
+ */ /** The purpose the generator's ledger files a draft under. */ export const OUTREACH_CURATION_PURPOSE = 'outreach-curate';
+/** The most tokens one drafting answer may run to: four short emails, with room. */ const CURATION_MAX_TOKENS = 2400;
+/** The org activity line a saved copy writes. */ export function outreachCuratedActivity(stepIndex, cleared) {
+    return cleared ? `Cleared the curated copy of step ${stepIndex + 1} of a sequence` : `Curated step ${stepIndex + 1} of a sequence for one person`;
+}
+/** Every email step's index, in order. */ function emailStepIndexes(sequence) {
+    return sequence.steps.map((step, index)=>step.kind === 'email' ? index : -1).filter((index)=>index >= 0);
+}
+/** The step indexes a request names, or the default for its subject; a refusal for anything else. */ function readStepIndexes(raw, sequence, fallback) {
+    if (raw === undefined) return fallback;
+    if (!Array.isArray(raw) || !raw.length) {
+        return outreachRefusal(400, 'invalid-request', 'Name the email steps to draft.');
+    }
+    const wanted = [
+        ...new Set(raw.map((value)=>Number(value)))
+    ];
+    const emails = emailStepIndexes(sequence);
+    if (wanted.some((index)=>!emails.includes(index))) {
+        return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.');
+    }
+    if (wanted.length > OUTREACH_MAX_EMAIL_STEPS) {
+        return outreachRefusal(400, 'invalid-request', `Draft at most ${OUTREACH_MAX_EMAIL_STEPS} emails at a time.`);
+    }
+    return wanted.sort((a, b)=>a - b);
+}
+/** What the request is about: a person to enroll, or an enrollment's next step. */ async function draftSubject(firestore, caller, body) {
+    const enrollmentId = body['enrollmentId'] === undefined ? null : readOutreachDocumentId(body['enrollmentId']);
+    if (body['enrollmentId'] !== undefined && !enrollmentId) {
+        return outreachRefusal(400, 'invalid-request', 'Name the enrollment to curate.');
+    }
+    if (enrollmentId) {
+        const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'enrollments').doc(enrollmentId).get();
+        const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined);
+        if (!enrollment) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.');
+        if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {
+            return outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.');
+        }
+        const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(enrollment.sequenceId).get();
+        const sequence = readStoredOutreachSequence(enrollment.sequenceId, sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined);
+        if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.');
+        // The next email step that has not gone out: the one the enrollment is
+        // on when it is an email, else the first email after it.
+        const next = emailStepIndexes(sequence).find((index)=>index >= enrollment.stepIndex);
+        const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, next === undefined ? [] : [
+            next
+        ]);
+        if (stepIndexes instanceof Response) return stepIndexes;
+        if (stepIndexes.some((index)=>index < enrollment.stepIndex)) {
+            return outreachRefusal(409, 'transition-refused', 'That step already went out to this person.');
+        }
+        if (!stepIndexes.length) {
+            return outreachRefusal(409, 'transition-refused', 'Every email in this sequence has gone out to this person.');
+        }
+        return {
+            sequence,
+            person: outreachEnrollmentPerson(enrollment),
+            personalLine: enrollment.personalLine,
+            enrollment,
+            stepIndexes
+        };
+    }
+    const sequenceId = readOutreachDocumentId(body['sequenceId']);
+    if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to draft for.');
+    const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId']);
+    const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId']);
+    const person = contactId ? {
+        kind: 'contact',
+        id: contactId
+    } : leadId ? {
+        kind: 'lead',
+        id: leadId
+    } : null;
+    if (!person) return outreachRefusal(400, 'invalid-request', 'Name the contact or the lead to draft for.');
+    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get();
+    const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined);
+    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.');
+    const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, emailStepIndexes(sequence));
+    if (stepIndexes instanceof Response) return stepIndexes;
+    if (!stepIndexes.length) {
+        return outreachRefusal(400, 'invalid-request', 'This sequence sends no email, so there is nothing to draft.');
+    }
+    return {
+        sequence,
+        person,
+        personalLine: typeof body['personalLine'] === 'string' ? body['personalLine'] : '',
+        enrollment: null,
+        stepIndexes
+    };
+}
+const text = (value)=>typeof value === 'string' ? value.trim() : '';
+const texts = (value)=>Array.isArray(value) ? value.map(text).filter(Boolean) : [];
+/**
+ * The names of the campaigns the person is filed under — the org's
+ * containers, `orgs/{orgId}/emailCampaigns`. A container that is gone names
+ * nothing; a read that fails names none, and the draft goes without.
+ */ async function campaignNames(firestore, orgId, campaignIds) {
+    if (!campaignIds.length) return [];
+    try {
+        const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns');
+        const found = await firestore.getAll(...campaignIds.map((id)=>containers.doc(id)));
+        return found.map((snapshot)=>text(snapshot.get('name'))).filter(Boolean);
+    } catch (error) {
+        console.error('[outreach] the person’s campaigns could not be named for the draft', error);
+        return [];
+    }
+}
+/** What the CRM holds about the person, for the prompt. */ async function curationFacts(firestore, caller, subject, candidate, contactGroupId) {
+    var _candidate_contact, _candidate_lead, _candidate_company, _facet_sources;
+    const contact = (_candidate_contact = candidate.contact) != null ? _candidate_contact : {};
+    const facet = readContactFacet(contact, contactGroupId);
+    const lead = (_candidate_lead = candidate.lead) != null ? _candidate_lead : {};
+    const company = (_candidate_company = candidate.company) != null ? _candidate_company : {};
+    const campaignIds = candidate.target === 'lead' ? readCampaignIds(lead) : readContactCampaignIds(contact, contactGroupId);
+    const [mailboxSnapshot, host, campaigns] = await Promise.all([
+        subject.sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(subject.sequence.mailboxId).get() : null,
+        subject.sequence.hostId ? firestore.collection('hosts').doc(subject.sequence.hostId).get() : null,
+        campaignNames(firestore, caller.orgId, campaignIds)
+    ]);
+    const mailbox = readStoredOutreachMailbox(subject.sequence.mailboxId, (mailboxSnapshot == null ? void 0 : mailboxSnapshot.exists) ? mailboxSnapshot.data() : undefined);
+    return {
+        name: candidate.name || text(contact['name']),
+        company: text(facet['companyName']) || text(lead['company']) || text(company['name']),
+        title: text(facet['jobTitle']) || text(lead['jobTitle']),
+        website: text(company['website']) || text(company['domain']) || text(lead['website']) || text(lead['domain']),
+        tags: [
+            ...new Set([
+                ...texts(facet['tags']),
+                ...texts(company['tags'])
+            ])
+        ],
+        sources: Object.entries((_facet_sources = facet['sources']) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>source).sort(),
+        campaigns,
+        notes: candidate.target === 'lead' ? text(lead['notes']) : '',
+        record: candidate.target,
+        siteName: (host == null ? void 0 : host.exists) ? text(host.get('name')) : '',
+        senderName: (mailbox == null ? void 0 : mailbox.displayName) || '',
+        personalLine: subject.personalLine
+    };
+}
+/** The email steps to draft, as the prompt states them: the step's words, or its template's. */ async function curationSteps(firestore, orgId, sequence, stepIndexes) {
+    const emails = emailStepIndexes(sequence);
+    const templates = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates);
+    return Promise.all(stepIndexes.map(async (stepIndex)=>{
+        const step = sequence.steps[stepIndex];
+        if ((step == null ? void 0 : step.kind) !== 'email') throw new Error(`step ${stepIndex} is not an email`);
+        let body = step.body;
+        if (step.templateId) {
+            const template = await templates.doc(step.templateId).get();
+            body = template.exists ? normalizeCrmEmailTemplate(template.data()).body : '';
+        }
+        return {
+            stepIndex,
+            position: emails.indexOf(stepIndex) + 1,
+            count: emails.length,
+            subject: step.subject,
+            body,
+            startsThread: !isInThreadEmailStep(sequence.steps, stepIndex)
+        };
+    }));
+}
+/** The member's name for the record's entry: as the roster lists them, else their address. */ async function memberName(firestore, caller) {
+    try {
+        const member = await firestore.collection('orgs').doc(caller.orgId).collection('members').doc(caller.uid).get();
+        return (member.exists ? text(member.get('displayName')) || text(member.get('email')) : '') || caller.email;
+    } catch (unused) {
+        return caller.email;
+    }
+}
+export function createOutreachCurateRoutes(deps) {
+    const draft = async (request)=>{
+        if (request.method !== 'POST') return outreachMethodNotAllowed('POST');
+        const body = await readOutreachJsonBody(request);
+        const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [
+            OUTREACH_READS_PEOPLE
+        ]);
+        if (caller instanceof Response) return caller;
+        const generator = deps.textGenerator();
+        if (!generator) {
+            return outreachRefusal(503, 'curation-unavailable', 'AI drafting is not available in this workspace.');
+        }
+        const firestore = deps.firestore();
+        const subject = await draftSubject(firestore, caller, body);
+        if (subject instanceof Response) return subject;
+        const contactGroupId = consentGroupForHost(caller.org, subject.sequence.hostId).groupId;
+        const [candidate] = await readOutreachEnrollCandidates(firestore, {
+            orgId: caller.orgId,
+            hostId: subject.sequence.hostId,
+            contactGroupId,
+            people: [
+                subject.person
+            ]
+        });
+        if (!(candidate == null ? void 0 : candidate.contact) || !candidate.visible) {
+            return outreachRefusal(404, 'contact-not-found', "That person isn't in this sequence's site's CRM.");
+        }
+        const [facts, steps] = await Promise.all([
+            curationFacts(firestore, caller, subject, candidate, contactGroupId),
+            curationSteps(firestore, caller.orgId, subject.sequence, subject.stepIndexes)
+        ]);
+        const prompt = outreachCurationPrompt(facts, steps);
+        const answer = await generator.generate({
+            orgId: caller.orgId,
+            hostId: subject.sequence.hostId || null,
+            uid: caller.uid,
+            staff: caller.staff,
+            org: caller.org,
+            purpose: OUTREACH_CURATION_PURPOSE,
+            system: OUTREACH_CURATION_SYSTEM,
+            prompt,
+            maxTokens: CURATION_MAX_TOKENS,
+            now: new Date(deps.now())
+        });
+        // Compared to `false` rather than negated: the union narrows on the
+        // literal, and this tree compiles without strict null checks.
+        if (answer.ok === false) {
+            return outreachRefusal(answer.status, answer.reason === 'unavailable' ? 'curation-unavailable' : 'curation-refused', answer.error);
+        }
+        const parsed = parseOutreachCurationAnswer(answer.text, steps);
+        if (!parsed) {
+            return outreachRefusal(502, 'curation-refused', 'The draft came back in a shape that can’t be read. Try again.');
+        }
+        const drafts = parsed.map((entry)=>{
+            const step = steps.find((candidateStep)=>candidateStep.stepIndex === entry.stepIndex);
+            return _extends({}, entry, {
+                issues: validateOutreachCuratedStep({
+                    subject: entry.subject,
+                    body: entry.body,
+                    startsThread: (step == null ? void 0 : step.startsThread) === true
+                }, `stepOverrides.${entry.stepIndex}`)
+            });
+        });
+        return outreachOk({
+            ok: true,
+            drafts,
+            prompt,
+            model: answer.model
+        });
+    };
+    const save = async (request)=>{
+        var _sequence_steps_stepIndex;
+        if (request.method !== 'POST') return outreachMethodNotAllowed('POST');
+        const body = await readOutreachJsonBody(request);
+        const caller = await outreachRouteGate(request, body['orgId'], deps.gate);
+        if (caller instanceof Response) return caller;
+        const enrollmentId = readOutreachDocumentId(body['enrollmentId']);
+        const stepIndex = Number(body['stepIndex']);
+        if (!enrollmentId || !Number.isInteger(stepIndex) || stepIndex < 0) {
+            return outreachRefusal(400, 'invalid-request', 'Name the enrollment and the step to curate.');
+        }
+        const firestore = deps.firestore();
+        const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments');
+        const current = await enrollments.doc(enrollmentId).get();
+        const stored = readStoredOutreachEnrollment(enrollmentId, current.exists ? current.data() : undefined);
+        if (!stored) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.');
+        const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(stored.sequenceId).get();
+        const sequence = readStoredOutreachSequence(stored.sequenceId, sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined);
+        if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.');
+        if (((_sequence_steps_stepIndex = sequence.steps[stepIndex]) == null ? void 0 : _sequence_steps_stepIndex.kind) !== 'email') {
+            return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.');
+        }
+        const cleared = body['override'] === null;
+        let override = null;
+        if (!cleared) {
+            const read = readOutreachStepOverrideRequest(_extends({}, body['override'], {
+                stepIndex
+            }), sequence.steps);
+            if ('refusal' in read) return outreachRefusal(400, 'invalid-override', read.refusal);
+            if (hasOutreachValidationErrors(read.issues)) {
+                return outreachRefusal(400, 'invalid-override', 'This draft breaks a rule every sequence email keeps.', {
+                    issues: read.issues
+                });
+            }
+            override = _extends({}, read.override, {
+                draftedAtMs: deps.now(),
+                draftedByUid: caller.uid
+            });
+        }
+        const nowMs = deps.now();
+        const written = await firestore.runTransaction(async (transaction)=>{
+            var _enrollment_stepOverrides;
+            const snapshot = await transaction.get(enrollments.doc(enrollmentId));
+            const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined);
+            if (!enrollment) return {
+                refusal: outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')
+            };
+            if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {
+                return {
+                    refusal: outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.')
+                };
+            }
+            // A step that already went out, or is going out now, is not rewritten
+            // under the run: what was sent is what was sent.
+            if (stepIndex < enrollment.stepIndex || enrollment.sendClaim && enrollment.sendClaim.stepIndex === stepIndex) {
+                return {
+                    refusal: outreachRefusal(409, 'transition-refused', 'That step already went out to this person.')
+                };
+            }
+            transaction.update(enrollments.doc(enrollmentId), {
+                [`stepOverrides.${stepIndex}`]: override != null ? override : FieldValue.delete(),
+                updatedAtMs: nowMs
+            });
+            const stepOverrides = _extends({}, (_enrollment_stepOverrides = enrollment.stepOverrides) != null ? _enrollment_stepOverrides : {});
+            if (override) stepOverrides[String(stepIndex)] = override;
+            else delete stepOverrides[String(stepIndex)];
+            // Absent rather than empty once the last copy is cleared, as the
+            // stored reader answers it.
+            const next = _extends({}, enrollment, {
+                updatedAtMs: nowMs
+            });
+            delete next.stepOverrides;
+            if (Object.keys(stepOverrides).length) next.stepOverrides = stepOverrides;
+            return {
+                enrollment: next
+            };
+        });
+        if ('refusal' in written) return written.refusal;
+        const { enrollment } = written;
+        if (override) {
+            // The person's record says so (AGL-3274, AGL-3324): who wrote this
+            // person's copy of the step, under the send it shapes.
+            const entry = outreachCuratedEntry({
+                enrollmentId,
+                stepIndex,
+                source: override.source,
+                edited: override.edited === true,
+                memberName: await memberName(firestore, caller),
+                atMs: nowMs
+            });
+            await fileOutreachNote(deps, {
+                orgId: caller.orgId,
+                hostId: enrollment.hostId,
+                link: outreachEnrollmentLink(enrollment),
+                dedupeKey: entry.dedupeKey,
+                body: entry.body,
+                atMs: nowMs
+            });
+        }
+        await deps.logOrgActivity(caller.orgId, {
+            uid: caller.uid,
+            email: caller.email
+        }, outreachCuratedActivity(stepIndex, cleared), {
+            type: OUTREACH_SEQUENCE_ACTIVITY_TARGET,
+            id: sequence.id,
+            name: sequence.name
+        });
+        return outreachOk({
+            ok: true,
+            enrollment
+        });
+    };
+    return {
+        draft,
+        save
+    };
+}
+
+//# sourceMappingURL=curate-routes.js.map

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

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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/curate-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 { readCampaignIds, readContactCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { readContactFacet } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport type { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  OUTREACH_CURATION_SYSTEM,\n  outreachCurationPrompt,\n  parseOutreachCurationAnswer,\n  type OutreachCurationFacts,\n  type OutreachCurationStep,\n} from '../engine/curation-prompt'\nimport { outreachCuratedEntry } from '../engine/enrollment-activity'\nimport { OUTREACH_OPEN_ENROLLMENT_STATUSES } from '../engine/gates'\nimport {\n  hasOutreachValidationErrors,\n  isInThreadEmailStep,\n  validateOutreachCuratedStep,\n} from '../engine/sequence-validation'\nimport { readOutreachEnrollCandidates, type OutreachEnrollCandidate } from '../enrollment/enroll-people'\nimport { readOutreachStepOverrideRequest } from '../enrollment/step-overrides'\nimport type {\n  OutreachCurateDraft,\n  OutreachCurateDraftResponse,\n  OutreachCurateSaveResponse,\n  OutreachPersonRef,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_MAX_EMAIL_STEPS,\n  type OutreachEnrollment,\n  type OutreachSequence,\n  type OutreachStepOverride,\n} from '../model/outreach.types'\nimport { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentLink,\n  outreachEnrollmentPerson,\n  outreachOrgCollection,\n  readStoredOutreachEnrollment,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE, type OutreachEnrollRouteDeps } from './enroll-routes'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * CURATING ONE PERSON'S EMAILS (AGL-3324): `outreach/curate/draft` and\n * `outreach/curate/save`.\n *\n * A sequence's step is one template for everyone plus the personal line;\n * what an agent-run outbound tool does instead is write each send for each\n * prospect from what it knows about them, and let the seller approve or\n * edit. These two routes are that, with the member's confirmation kept as\n * the one thing that stores anything.\n *\n * DRAFT reads the person the way enrolling reads them — the contact, or the\n * lead as the contact it would be, with the company filed beside them — and\n * asks the workspace's text generator, on the core's seam, for this\n * person's copy of the email steps named: every email step for a person\n * about to be enrolled, the next one for an enrollment. The answer is\n * validated against the playbook's rules and returned with each draft's\n * issues, the prompt and the model. NOTHING IS STORED: the member reads it\n * in the dialog, edits it, ticks the confirmation, and then either enrolls\n * (the enroll route stores the copies with the enrollment) or saves.\n *\n * SAVE stores one confirmed copy on an open enrollment, for a step that\n * has not gone out, validated again — the request is not trusted to have\n * shown the member what it sends — and files \"Curated step N\" on the\n * person's record with who wrote the words. `override: null` clears a copy,\n * so the step goes back to the sequence's own words.\n *\n * Both read the CRM, so both ask for `data.manage` beside `outreach.use`;\n * the generator applies its own rules — the generation permission, the\n * plan, the switches, the allotments — to the member named, and meters the\n * draft on the member's month and the org's. Outreach never reaches the AI\n * plugin: the seam is the platform's, and a workspace where no plugin\n * generates text is told so in the route's words.\n */\n\n/** The purpose the generator's ledger files a draft under. */\nexport const OUTREACH_CURATION_PURPOSE = 'outreach-curate'\n\n/** The most tokens one drafting answer may run to: four short emails, with room. */\nconst CURATION_MAX_TOKENS = 2_400\n\n/** The org activity line a saved copy writes. */\nexport function outreachCuratedActivity(stepIndex: number, cleared: boolean): string {\n  return cleared\n    ? `Cleared the curated copy of step ${stepIndex + 1} of a sequence`\n    : `Curated step ${stepIndex + 1} of a sequence for one person`\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The person's copies of steps a draft covers, and the enrollment they belong to when one exists. */\ninterface DraftSubject {\n  sequence: OutreachSequence\n  person: OutreachPersonRef\n  personalLine: string\n  enrollment: OutreachEnrollment | null\n  /** The steps to draft, email steps only, unique, in order. */\n  stepIndexes: number[]\n}\n\n/** Every email step's index, in order. */\nfunction emailStepIndexes(sequence: Pick<OutreachSequence, 'steps'>): number[] {\n  return sequence.steps.map((step, index) => (step.kind === 'email' ? index : -1)).filter((index) => index >= 0)\n}\n\n/** The step indexes a request names, or the default for its subject; a refusal for anything else. */\nfunction readStepIndexes(\n  raw: unknown,\n  sequence: OutreachSequence,\n  fallback: number[],\n): number[] | Response {\n  if (raw === undefined) return fallback\n  if (!Array.isArray(raw) || !raw.length) {\n    return outreachRefusal(400, 'invalid-request', 'Name the email steps to draft.')\n  }\n  const wanted = [...new Set(raw.map((value) => Number(value)))]\n  const emails = emailStepIndexes(sequence)\n  if (wanted.some((index) => !emails.includes(index))) {\n    return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.')\n  }\n  if (wanted.length > OUTREACH_MAX_EMAIL_STEPS) {\n    return outreachRefusal(400, 'invalid-request', `Draft at most ${OUTREACH_MAX_EMAIL_STEPS} emails at a time.`)\n  }\n  return wanted.sort((a, b) => a - b)\n}\n\n/** What the request is about: a person to enroll, or an enrollment's next step. */\nasync function draftSubject(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  body: Record<string, unknown>,\n): Promise<DraftSubject | Response> {\n  const enrollmentId = body['enrollmentId'] === undefined ? null : readOutreachDocumentId(body['enrollmentId'])\n  if (body['enrollmentId'] !== undefined && !enrollmentId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the enrollment to curate.')\n  }\n  if (enrollmentId) {\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'enrollments').doc(enrollmentId).get()\n    const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n    if (!enrollment) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')\n    if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {\n      return outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.')\n    }\n    const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences')\n      .doc(enrollment.sequenceId)\n      .get()\n    const sequence = readStoredOutreachSequence(\n      enrollment.sequenceId,\n      sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined,\n    )\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n    // The next email step that has not gone out: the one the enrollment is\n    // on when it is an email, else the first email after it.\n    const next = emailStepIndexes(sequence).find((index) => index >= enrollment.stepIndex)\n    const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, next === undefined ? [] : [next])\n    if (stepIndexes instanceof Response) return stepIndexes\n    if (stepIndexes.some((index) => index < enrollment.stepIndex)) {\n      return outreachRefusal(409, 'transition-refused', 'That step already went out to this person.')\n    }\n    if (!stepIndexes.length) {\n      return outreachRefusal(409, 'transition-refused', 'Every email in this sequence has gone out to this person.')\n    }\n    return {\n      sequence,\n      person: outreachEnrollmentPerson(enrollment),\n      personalLine: enrollment.personalLine,\n      enrollment,\n      stepIndexes,\n    }\n  }\n  const sequenceId = readOutreachDocumentId(body['sequenceId'])\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to draft for.')\n  const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n  const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n  const person: OutreachPersonRef | null = contactId\n    ? { kind: 'contact', id: contactId }\n    : leadId\n      ? { kind: 'lead', id: leadId }\n      : null\n  if (!person) return outreachRefusal(400, 'invalid-request', 'Name the contact or the lead to draft for.')\n  const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, emailStepIndexes(sequence))\n  if (stepIndexes instanceof Response) return stepIndexes\n  if (!stepIndexes.length) {\n    return outreachRefusal(400, 'invalid-request', 'This sequence sends no email, so there is nothing to draft.')\n  }\n  return {\n    sequence,\n    person,\n    personalLine: typeof body['personalLine'] === 'string' ? body['personalLine'] : '',\n    enrollment: null,\n    stepIndexes,\n  }\n}\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\nconst texts = (value: unknown): string[] =>\n  Array.isArray(value) ? value.map(text).filter(Boolean) : []\n\n/**\n * The names of the campaigns the person is filed under — the org's\n * containers, `orgs/{orgId}/emailCampaigns`. A container that is gone names\n * nothing; a read that fails names none, and the draft goes without.\n */\nasync function campaignNames(firestore: Firestore, orgId: string, campaignIds: readonly string[]): Promise<string[]> {\n  if (!campaignIds.length) 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) => text(snapshot.get('name'))).filter(Boolean)\n  } catch (error) {\n    console.error('[outreach] the person’s campaigns could not be named for the draft', error)\n    return []\n  }\n}\n\n/** What the CRM holds about the person, for the prompt. */\nasync function curationFacts(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  subject: DraftSubject,\n  candidate: OutreachEnrollCandidate,\n  contactGroupId: string,\n): Promise<OutreachCurationFacts> {\n  const contact = candidate.contact ?? {}\n  const facet = readContactFacet(contact, contactGroupId) as unknown as Record<string, unknown>\n  const lead = candidate.lead ?? {}\n  const company = candidate.company ?? {}\n  const campaignIds =\n    candidate.target === 'lead' ? readCampaignIds(lead) : readContactCampaignIds(contact, contactGroupId)\n  const [mailboxSnapshot, host, campaigns] = await Promise.all([\n    subject.sequence.mailboxId\n      ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(subject.sequence.mailboxId).get()\n      : null,\n    subject.sequence.hostId ? firestore.collection('hosts').doc(subject.sequence.hostId).get() : null,\n    campaignNames(firestore, caller.orgId, campaignIds),\n  ])\n  const mailbox = readStoredOutreachMailbox(\n    subject.sequence.mailboxId,\n    mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n  )\n  return {\n    name: candidate.name || text(contact['name']),\n    company: text(facet['companyName']) || text(lead['company']) || text(company['name']),\n    title: text(facet['jobTitle']) || text(lead['jobTitle']),\n    website: text(company['website']) || text(company['domain']) || text(lead['website']) || text(lead['domain']),\n    tags: [...new Set([...texts(facet['tags']), ...texts(company['tags'])])],\n    sources: Object.entries((facet['sources'] ?? {}) as Record<string, unknown>)\n      .filter(([, on]) => on === true)\n      .map(([source]) => source)\n      .sort(),\n    campaigns,\n    notes: candidate.target === 'lead' ? text(lead['notes']) : '',\n    record: candidate.target,\n    siteName: host?.exists ? text(host.get('name')) : '',\n    senderName: mailbox?.displayName || '',\n    personalLine: subject.personalLine,\n  }\n}\n\n/** The email steps to draft, as the prompt states them: the step's words, or its template's. */\nasync function curationSteps(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n  stepIndexes: readonly number[],\n): Promise<OutreachCurationStep[]> {\n  const emails = emailStepIndexes(sequence)\n  const templates = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates)\n  return Promise.all(\n    stepIndexes.map(async (stepIndex) => {\n      const step = sequence.steps[stepIndex]\n      if (step?.kind !== 'email') throw new Error(`step ${stepIndex} is not an email`)\n      let body = step.body\n      if (step.templateId) {\n        const template = await templates.doc(step.templateId).get()\n        body = template.exists ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body : ''\n      }\n      return {\n        stepIndex,\n        position: emails.indexOf(stepIndex) + 1,\n        count: emails.length,\n        subject: step.subject,\n        body,\n        startsThread: !isInThreadEmailStep(sequence.steps, stepIndex),\n      }\n    }),\n  )\n}\n\n/** The member's name for the record's entry: as the roster lists them, else their address. */\nasync function memberName(firestore: Firestore, caller: OutreachRouteCaller): Promise<string | null> {\n  try {\n    const member = await firestore.collection('orgs').doc(caller.orgId).collection('members').doc(caller.uid).get()\n    return (member.exists ? text(member.get('displayName')) || text(member.get('email')) : '') || caller.email\n  } catch {\n    return caller.email\n  }\n}\n\nexport interface OutreachCurateRoutes {\n  draft: PluginWebApiHandler\n  save: PluginWebApiHandler\n}\n\nexport function createOutreachCurateRoutes(deps: OutreachEnrollRouteDeps): OutreachCurateRoutes {\n  const draft: 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 generator = deps.textGenerator()\n    if (!generator) {\n      return outreachRefusal(503, 'curation-unavailable', 'AI drafting is not available in this workspace.')\n    }\n    const firestore = deps.firestore()\n    const subject = await draftSubject(firestore, caller, body)\n    if (subject instanceof Response) return subject\n    const contactGroupId = consentGroupForHost(caller.org, subject.sequence.hostId).groupId\n    const [candidate] = await readOutreachEnrollCandidates(firestore, {\n      orgId: caller.orgId,\n      hostId: subject.sequence.hostId,\n      contactGroupId,\n      people: [subject.person],\n    })\n    if (!candidate?.contact || !candidate.visible) {\n      return outreachRefusal(404, 'contact-not-found', \"That person isn't in this sequence's site's CRM.\")\n    }\n    const [facts, steps] = await Promise.all([\n      curationFacts(firestore, caller, subject, candidate, contactGroupId),\n      curationSteps(firestore, caller.orgId, subject.sequence, subject.stepIndexes),\n    ])\n    const prompt = outreachCurationPrompt(facts, steps)\n    const answer = await generator.generate({\n      orgId: caller.orgId,\n      hostId: subject.sequence.hostId || null,\n      uid: caller.uid,\n      staff: caller.staff,\n      org: caller.org,\n      purpose: OUTREACH_CURATION_PURPOSE,\n      system: OUTREACH_CURATION_SYSTEM,\n      prompt,\n      maxTokens: CURATION_MAX_TOKENS,\n      now: new Date(deps.now()),\n    })\n    // Compared to `false` rather than negated: the union narrows on the\n    // literal, and this tree compiles without strict null checks.\n    if (answer.ok === false) {\n      return outreachRefusal(\n        answer.status,\n        answer.reason === 'unavailable' ? 'curation-unavailable' : 'curation-refused',\n        answer.error,\n      )\n    }\n    const parsed = parseOutreachCurationAnswer(answer.text, steps)\n    if (!parsed) {\n      return outreachRefusal(\n        502,\n        'curation-refused',\n        'The draft came back in a shape that can’t be read. Try again.',\n      )\n    }\n    const drafts: OutreachCurateDraft[] = parsed.map((entry) => {\n      const step = steps.find((candidateStep) => candidateStep.stepIndex === entry.stepIndex)\n      return {\n        ...entry,\n        issues: validateOutreachCuratedStep(\n          { subject: entry.subject, body: entry.body, startsThread: step?.startsThread === true },\n          `stepOverrides.${entry.stepIndex}`,\n        ),\n      }\n    })\n    return outreachOk({ ok: true, drafts, prompt, model: answer.model } satisfies OutreachCurateDraftResponse)\n  }\n\n  const save: 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)\n    if (caller instanceof Response) return caller\n    const enrollmentId = readOutreachDocumentId(body['enrollmentId'])\n    const stepIndex = Number(body['stepIndex'])\n    if (!enrollmentId || !Number.isInteger(stepIndex) || stepIndex < 0) {\n      return outreachRefusal(400, 'invalid-request', 'Name the enrollment and the step to curate.')\n    }\n    const firestore = deps.firestore()\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const current = await enrollments.doc(enrollmentId).get()\n    const stored = readStoredOutreachEnrollment(enrollmentId, current.exists ? current.data() : undefined)\n    if (!stored) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')\n    const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(stored.sequenceId).get()\n    const sequence = readStoredOutreachSequence(stored.sequenceId, sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n    if (sequence.steps[stepIndex]?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.')\n    }\n\n    const cleared = body['override'] === null\n    let override: OutreachStepOverride | null = null\n    if (!cleared) {\n      const read = readOutreachStepOverrideRequest({ ...(body['override'] as object), stepIndex }, sequence.steps)\n      if ('refusal' in read) return outreachRefusal(400, 'invalid-override', read.refusal)\n      if (hasOutreachValidationErrors(read.issues)) {\n        return outreachRefusal(400, 'invalid-override', 'This draft breaks a rule every sequence email keeps.', {\n          issues: read.issues,\n        })\n      }\n      override = { ...read.override, draftedAtMs: deps.now(), draftedByUid: caller.uid }\n    }\n\n    const nowMs = deps.now()\n    const written = await firestore.runTransaction(async (transaction) => {\n      const snapshot = await transaction.get(enrollments.doc(enrollmentId))\n      const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n      if (!enrollment) return { refusal: outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.') }\n      if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {\n        return {\n          refusal: outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.'),\n        }\n      }\n      // A step that already went out, or is going out now, is not rewritten\n      // under the run: what was sent is what was sent.\n      if (stepIndex < enrollment.stepIndex || (enrollment.sendClaim && enrollment.sendClaim.stepIndex === stepIndex)) {\n        return { refusal: outreachRefusal(409, 'transition-refused', 'That step already went out to this person.') }\n      }\n      transaction.update(enrollments.doc(enrollmentId), {\n        [`stepOverrides.${stepIndex}`]: override ?? FieldValue.delete(),\n        updatedAtMs: nowMs,\n      })\n      const stepOverrides = { ...(enrollment.stepOverrides ?? {}) }\n      if (override) stepOverrides[String(stepIndex)] = override\n      else delete stepOverrides[String(stepIndex)]\n      // Absent rather than empty once the last copy is cleared, as the\n      // stored reader answers it.\n      const next: OutreachEnrollment = { ...enrollment, updatedAtMs: nowMs }\n      delete next.stepOverrides\n      if (Object.keys(stepOverrides).length) next.stepOverrides = stepOverrides\n      return { enrollment: next }\n    })\n    if ('refusal' in written) return written.refusal\n    const { enrollment } = written\n\n    if (override) {\n      // The person's record says so (AGL-3274, AGL-3324): who wrote this\n      // person's copy of the step, under the send it shapes.\n      const entry = outreachCuratedEntry({\n        enrollmentId,\n        stepIndex,\n        source: override.source,\n        edited: override.edited === true,\n        memberName: await memberName(firestore, caller),\n        atMs: nowMs,\n      })\n      await fileOutreachNote(deps, {\n        orgId: caller.orgId,\n        hostId: enrollment.hostId,\n        link: outreachEnrollmentLink(enrollment),\n        dedupeKey: entry.dedupeKey,\n        body: entry.body,\n        atMs: nowMs,\n      })\n    }\n    await deps.logOrgActivity(\n      caller.orgId,\n      { uid: caller.uid, email: caller.email },\n      outreachCuratedActivity(stepIndex, cleared),\n      { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n    )\n    return outreachOk({ ok: true, enrollment } satisfies OutreachCurateSaveResponse)\n  }\n\n  return { draft, save }\n}\n\n/** The text generator on the core's seam, for the default route deps; `null` when no plugin generates. */\nexport type OutreachTextGeneratorReader = () => PluginTextGenerator | 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package/src/lib/routes/enroll-routes.d.ts

@@ -15,6 +15,7 @@
  * limitations under the License.
  */
 import type { PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline';
+import type { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation';
 import type { PluginWebApiHandler } from '@aglyn/aglyn/server';
 import { type OutreachRouteDeps } from './route-deps';
 import { type OutreachRouteExtraPermission } from './route-gate';
@@ -61,6 +62,12 @@ export interface OutreachEnrollRouteDeps extends OutreachRouteDeps {
      * — the runtime's `timeline`, reached the same way.
      */
     timeline(): PluginRecordTimelineWriter | null;
+    /**
+     * The workspace's text generator on the core's text-generation seam
+     * (AGL-3324), which drafts one person's copies of the steps; `null` when
+     * no plugin generates text, and the curate route says so.
+     */
+    textGenerator(): PluginTextGenerator | null;
 }
 export interface OutreachEnrollRoutes {
     preview: PluginWebApiHandler;