@aglyn/plugins-outreach 1.0.0-beta.195 → 1.0.0-beta.197

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

@@ -21,10 +21,11 @@ import { CRM_COLLECTIONS, crmLeadStatus, crmViewIsListed, isCrmLeadOpen, normali
 import { dynamicListDimensionsForCrmView } from "@aglyn/aglyn/app-utils/dynamic-list-rule";
 import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
 import { FieldValue } from "firebase-admin/firestore";
-import { outreachEnrolledEntry } from "../engine/enrollment-activity.js";
+import { outreachCuratedEntry, outreachEnrolledEntry } from "../engine/enrollment-activity.js";
 import { buildOutreachEnrollment, planOutreachFirstDue } from "../engine/enrollment-state.js";
 import { decideOutreachEnrollment, previewOutreachPerson, readOutreachEnrollCandidates } from "../enrollment/enroll-people.js";
 import { readOutreachGateLookups } from "../enrollment/gate-lookups.js";
+import { outreachStepOverridesRefused, readOutreachStepOverrideRequests } from "../enrollment/step-overrides.js";
 import { effectiveOutreachAllowedCountries } from "../model/compliance-settings.js";
 import { OUTREACH_ENROLL_BATCH_MAX } from "../model/outreach-api.js";
 import { readOutreachComplianceSettingsDoc } from "../storage/compliance-settings-store.js";
@@ -356,6 +357,7 @@ export function createOutreachEnrollRoutes(deps) {
         const firestore = deps.firestore();
         const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId']);
         if (sequence instanceof Response) return sequence;
+        const nowMs = deps.now();
         // Each person once, by whichever record they are: a contact by id, or a
         // lead by its key (AGL-3234). A person named both ways is a contact.
         const requested = new Map();
@@ -371,10 +373,24 @@ export function createOutreachEnrollRoutes(deps) {
                 id: leadId
             } : null;
             if (!ref || requested.has(ref.id)) continue;
+            // The steps the member curated for this person (AGL-3324), validated
+            // here rather than trusted: a copy that breaks a rule refuses the
+            // whole request, so nobody is enrolled with a copy the route dropped.
+            const overrides = readOutreachStepOverrideRequests(person['stepOverrides'], sequence.steps, {
+                uid: caller.uid,
+                nowMs
+            });
+            if (outreachStepOverridesRefused(overrides)) {
+                var _overrides_refusal;
+                return outreachRefusal(400, 'invalid-override', (_overrides_refusal = overrides.refusal) != null ? _overrides_refusal : 'A curated step breaks a rule every sequence email keeps.', {
+                    issues: overrides.issues
+                });
+            }
             requested.set(ref.id, {
                 ref,
                 personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',
-                attestations: Array.isArray(person['attestations']) ? person['attestations'] : []
+                attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],
+                overrides
             });
         }
         if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.');
@@ -386,7 +402,6 @@ export function createOutreachEnrollRoutes(deps) {
         if (!mailbox || mailbox.status === 'disconnected') {
             return outreachRefusal(409, 'mailbox-unavailable', "This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.");
         }
-        const nowMs = deps.now();
         if (planOutreachFirstDue({
             sequence,
             mailbox,
@@ -401,6 +416,16 @@ export function createOutreachEnrollRoutes(deps) {
         ].map((entry)=>entry.ref));
         const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments');
         const campaignNames = await sequenceCampaignNames(firestore, caller.orgId, sequence);
+        // The member's name for the curated entries (AGL-3324), read once per
+        // request and only when a person carries a curated step.
+        let memberNameRead = null;
+        const memberName = ()=>{
+            memberNameRead != null ? memberNameRead : memberNameRead = firestore.collection('orgs').doc(caller.orgId).collection('members').doc(caller.uid).get().then((member)=>{
+                var _member_get, _member_get1;
+                return (member.exists ? String((_member_get = member.get('displayName')) != null ? _member_get : '').trim() || String((_member_get1 = member.get('email')) != null ? _member_get1 : '').trim() : '') || caller.email;
+            }).catch(()=>caller.email);
+            return memberNameRead;
+        };
         const results = await Promise.all(candidates.map(async (candidate)=>{
             var _requested_get, _lookups_get;
             const named = {
@@ -411,8 +436,14 @@ export function createOutreachEnrollRoutes(deps) {
             };
             const supplied = (_requested_get = requested.get(candidate.personId)) != null ? _requested_get : {
                 personalLine: '',
-                attestations: []
+                attestations: [],
+                overrides: {
+                    overrides: {},
+                    issues: [],
+                    refusal: null
+                }
             };
+            const stepOverrides = supplied.overrides.overrides;
             const decision = decideOutreachEnrollment({
                 candidate,
                 lookups: (_lookups_get = lookups.get(candidate.personId)) != null ? _lookups_get : UNCHECKED,
@@ -451,6 +482,9 @@ export function createOutreachEnrollRoutes(deps) {
                 nowMs,
                 random: deps.random
             });
+            // The person's own copies of steps (AGL-3324) ride with the
+            // enrollment from its first write: nothing sends between.
+            if (Object.keys(stepOverrides).length) enrollment.stepOverrides = stepOverrides;
             try {
                 await enrollments.doc(id).create(enrollment);
             } catch (error) {
@@ -482,6 +516,26 @@ export function createOutreachEnrollRoutes(deps) {
                 body: entry.body,
                 atMs: nowMs
             });
+            // And one line per step the member curated for them (AGL-3324),
+            // after the enrollment's own, so the record reads in order.
+            for (const [key, override] of Object.entries(stepOverrides)){
+                const curated = outreachCuratedEntry({
+                    enrollmentId: id,
+                    stepIndex: Number(key),
+                    source: override.source,
+                    edited: override.edited === true,
+                    memberName: await memberName(),
+                    atMs: nowMs
+                });
+                await fileOutreachNote(deps, {
+                    orgId: caller.orgId,
+                    hostId: sequence.hostId,
+                    link: outreachEnrollmentLink(enrollment),
+                    dedupeKey: curated.dedupeKey,
+                    body: curated.body,
+                    atMs: nowMs
+                });
+            }
             return _extends({}, named, {
                 email: decision.email,
                 outcome: 'enrolled',

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\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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+{"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 { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation'\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 { outreachCuratedEntry, 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 {\n  outreachStepOverridesRefused,\n  readOutreachStepOverrideRequests,\n  type OutreachStepOverrideRead,\n} from '../enrollment/step-overrides'\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, OutreachStepOverrides } 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   * The workspace's text generator on the core's text-generation seam\n   * (AGL-3324), which drafts one person's copies of the steps; `null` when\n   * no plugin generates text, and the curate route says so.\n   */\n  textGenerator(): PluginTextGenerator | 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    const nowMs = deps.now()\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[]; overrides: OutreachStepOverrideRead }\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      // The steps the member curated for this person (AGL-3324), validated\n      // here rather than trusted: a copy that breaks a rule refuses the\n      // whole request, so nobody is enrolled with a copy the route dropped.\n      const overrides = readOutreachStepOverrideRequests(person['stepOverrides'], sequence.steps, {\n        uid: caller.uid,\n        nowMs,\n      })\n      if (outreachStepOverridesRefused(overrides)) {\n        return outreachRefusal(\n          400,\n          'invalid-override',\n          overrides.refusal ?? 'A curated step breaks a rule every sequence email keeps.',\n          { issues: overrides.issues },\n        )\n      }\n      requested.set(ref.id, {\n        ref,\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n        overrides,\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    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    // The member's name for the curated entries (AGL-3324), read once per\n    // request and only when a person carries a curated step.\n    let memberNameRead: Promise<string | null> | null = null\n    const memberName = () => {\n      memberNameRead ??= firestore\n        .collection('orgs')\n        .doc(caller.orgId)\n        .collection('members')\n        .doc(caller.uid)\n        .get()\n        .then(\n          (member) =>\n            (member.exists\n              ? String(member.get('displayName') ?? '').trim() || String(member.get('email') ?? '').trim()\n              : '') || caller.email,\n        )\n        .catch(() => caller.email)\n      return memberNameRead\n    }\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) ?? {\n          personalLine: '',\n          attestations: [],\n          overrides: { overrides: {}, issues: [], refusal: null } satisfies OutreachStepOverrideRead,\n        }\n        const stepOverrides: OutreachStepOverrides = supplied.overrides.overrides\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        // The person's own copies of steps (AGL-3324) ride with the\n        // enrollment from its first write: nothing sends between.\n        if (Object.keys(stepOverrides).length) enrollment.stepOverrides = stepOverrides\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        // And one line per step the member curated for them (AGL-3324),\n        // after the enrollment's own, so the record reads in order.\n        for (const [key, override] of Object.entries(stepOverrides)) {\n          const curated = outreachCuratedEntry({\n            enrollmentId: id,\n            stepIndex: Number(key),\n            source: override.source,\n            edited: override.edited === true,\n            memberName: await memberName(),\n            atMs: nowMs,\n          })\n          await fileOutreachNote(deps, {\n            orgId: caller.orgId,\n            hostId: sequence.hostId,\n            link: outreachEnrollmentLink(enrollment),\n            dedupeKey: curated.dedupeKey,\n            body: curated.body,\n            atMs: nowMs,\n          })\n        }\n        return { ...named, email: decision.email, outcome: 'enrolled', enrollmentId: id }\n      }),\n    )\n    const enrolled = results.filter((result) => result.outcome === 'enrolled').length\n    if (enrolled) {\n      await deps.logOrgActivity(\n        caller.orgId,\n        { uid: caller.uid, email: caller.email },\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/routes/platform-deps.d.ts

@@ -19,7 +19,7 @@ import { stampRecordEmailState } from '@aglyn/aglyn/plugin-manager/plugin-record
 import { lockdownRefusal } from '@aglyn/tenant-data-admin/server/lockdown';
 import { logOrgActivity } from '@aglyn/tenant-data-admin/server/organizations';
 import { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions';
-import { listTrackingHosts, removeTrackingHost, setUpTrackingHost, verifyTrackingHost } from '@aglyn/tenant-data-admin/server/tracking-hosts';
+import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUpTrackingHost, verifyTrackingHost } from '@aglyn/tenant-data-admin/server/tracking-hosts';
 /**
  * The platform's heavier server modules the Outreach routes reach
  * (AGL-2980): the permission resolver, the lockdown verdict, the activity
@@ -33,7 +33,7 @@ import { listTrackingHosts, removeTrackingHost, setUpTrackingHost, verifyTrackin
  * module of this plugin keeps every import of the platform's libraries a
  * static one.
  */
-export { creditCampaignSequenceOutcome, listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost, };
+export { creditCampaignSequenceOutcome, listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, resolveTrackingLinkOrigin, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost, };
 /**
  * Whether the member holds a CATALOG permission (`data.manage`) as the
  * org's roles resolve it — custom role and per-member overrides included.

package/src/lib/routes/platform-deps.js

@@ -19,7 +19,7 @@ import { stampRecordEmailState } from "@aglyn/aglyn/plugin-manager/plugin-record
 import { lockdownRefusal } from "@aglyn/tenant-data-admin/server/lockdown";
 import { logOrgActivity, memberHasOrgPermission, resolveOrgMembership } from "@aglyn/tenant-data-admin/server/organizations";
 import { resolveOrgPermissions } from "@aglyn/tenant-runtime/org-permissions";
-import { listTrackingHosts, removeTrackingHost, setUpTrackingHost, verifyTrackingHost } from "@aglyn/tenant-data-admin/server/tracking-hosts";
+import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUpTrackingHost, verifyTrackingHost } from "@aglyn/tenant-data-admin/server/tracking-hosts";
 /**
  * The platform's heavier server modules the Outreach routes reach
  * (AGL-2980): the permission resolver, the lockdown verdict, the activity
@@ -32,7 +32,7 @@ import { listTrackingHosts, removeTrackingHost, setUpTrackingHost, verifyTrackin
  * alone reaches the whole tenant data barrel. Loading them through one
  * module of this plugin keeps every import of the platform's libraries a
  * static one.
- */ export { creditCampaignSequenceOutcome, listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost,  };
+ */ export { creditCampaignSequenceOutcome, listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, resolveTrackingLinkOrigin, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost,  };
 /**
  * Whether the member holds a CATALOG permission (`data.manage`) as the
  * org's roles resolve it — custom role and per-member overrides included.

package/src/lib/routes/platform-deps.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/platform-deps.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 { creditCampaignSequenceOutcome } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { collectDynamicListCandidates } from '@aglyn/tenant-data-admin/server/dynamic-list-materialize'\nimport { stampRecordEmailState } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { lockdownRefusal } from '@aglyn/tenant-data-admin/server/lockdown'\nimport {\n  logOrgActivity,\n  memberHasOrgPermission,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport {\n  listTrackingHosts,\n  removeTrackingHost,\n  setUpTrackingHost,\n  verifyTrackingHost,\n} from '@aglyn/tenant-data-admin/server/tracking-hosts'\n\n/**\n * The platform's heavier server modules the Outreach routes reach\n * (AGL-2980): the permission resolver, the lockdown verdict, the activity\n * log and the saved-view sweep.\n *\n * Imported here statically, and this module is loaded by\n * `register-routes.ts` the first time a request needs one of them: the\n * manifest loads Outreach's server bundle into every console API process\n * whether or not an Outreach route is ever called, and `org-permissions`\n * alone reaches the whole tenant data barrel. Loading them through one\n * module of this plugin keeps every import of the platform's libraries a\n * static one.\n */\n\nexport {\n  creditCampaignSequenceOutcome,\n  listTrackingHosts,\n  lockdownRefusal,\n  logOrgActivity,\n  removeTrackingHost,\n  resolveOrgPermissions,\n  setUpTrackingHost,\n  stampRecordEmailState,\n  verifyTrackingHost,\n}\n\n/**\n * Whether the member holds a CATALOG permission (`data.manage`) as the\n * org's roles resolve it — custom role and per-member overrides included.\n * A lookup that failed has not shown the member holds it.\n */\nexport async function holdsOrgCatalogPermission(uid: string, orgId: string, key: string): Promise<boolean> {\n  try {\n    const membership = await resolveOrgMembership(uid, orgId)\n    if (!membership?.member) return false\n    return (\n      (await memberHasOrgPermission(\n        orgId,\n        membership.member,\n        key as Parameters<typeof memberHasOrgPermission>[2],\n      )) === true\n    )\n  } catch {\n    return false\n  }\n}\n\n/**\n * The addresses a saved Contacts view selects among one site's contacts,\n * read by the dynamic-list sweep's own scan, and whether it reached the\n * whole view.\n */\nexport async function crmViewEmails(input: {\n  hostId: string\n  viewId: string\n}): Promise<{ emails: string[]; complete: boolean }> {\n  const scan = await collectDynamicListCandidates({\n    hostId: input.hostId,\n    rule: { sources: ['contacts'], viewId: input.viewId },\n  })\n  return { emails: scan.candidates.map((candidate) => candidate.email), complete: scan.complete }\n}\n"],"names":["creditCampaignSequenceOutcome","collectDynamicListCandidates","stampRecordEmailState","lockdownRefusal","logOrgActivity","memberHasOrgPermission","resolveOrgMembership","resolveOrgPermissions","listTrackingHosts","removeTrackingHost","setUpTrackingHost","verifyTrackingHost","holdsOrgCatalogPermission","uid","orgId","key","membership","member","crmViewEmails","input","scan","hostId","rule","sources","viewId","emails","candidates","map","candidate","email","complete"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,6BAA6B,QAAQ,kEAAiE;AAC/G,SAASC,4BAA4B,QAAQ,2DAA0D;AACvG,SAASC,qBAAqB,QAAQ,wDAAuD;AAC7F,SAASC,eAAe,QAAQ,2CAA0C;AAC1E,SACEC,cAAc,EACdC,sBAAsB,EACtBC,oBAAoB,QACf,gDAA+C;AACtD,SAASC,qBAAqB,QAAQ,wCAAuC;AAC7E,SACEC,iBAAiB,EACjBC,kBAAkB,EAClBC,iBAAiB,EACjBC,kBAAkB,QACb,iDAAgD;AAEvD;;;;;;;;;;;;CAYC,GAED,SACEX,6BAA6B,EAC7BQ,iBAAiB,EACjBL,eAAe,EACfC,cAAc,EACdK,kBAAkB,EAClBF,qBAAqB,EACrBG,iBAAiB,EACjBR,qBAAqB,EACrBS,kBAAkB,KACnB;AAED;;;;CAIC,GACD,OAAO,eAAeC,0BAA0BC,GAAW,EAAEC,KAAa,EAAEC,GAAW;IACrF,IAAI;QACF,MAAMC,aAAa,MAAMV,qBAAqBO,KAAKC;QACnD,IAAI,EAACE,8BAAAA,WAAYC,MAAM,GAAE,OAAO;QAChC,OACE,AAAC,MAAMZ,uBACLS,OACAE,WAAWC,MAAM,EACjBF,SACK;IAEX,EAAE,eAAM;QACN,OAAO;IACT;AACF;AAEA;;;;CAIC,GACD,OAAO,eAAeG,cAAcC,KAGnC;IACC,MAAMC,OAAO,MAAMnB,6BAA6B;QAC9CoB,QAAQF,MAAME,MAAM;QACpBC,MAAM;YAAEC,SAAS;gBAAC;aAAW;YAAEC,QAAQL,MAAMK,MAAM;QAAC;IACtD;IACA,OAAO;QAAEC,QAAQL,KAAKM,UAAU,CAACC,GAAG,CAAC,CAACC,YAAcA,UAAUC,KAAK;QAAGC,UAAUV,KAAKU,QAAQ;IAAC;AAChG"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/platform-deps.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 { creditCampaignSequenceOutcome } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { collectDynamicListCandidates } from '@aglyn/tenant-data-admin/server/dynamic-list-materialize'\nimport { stampRecordEmailState } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { lockdownRefusal } from '@aglyn/tenant-data-admin/server/lockdown'\nimport {\n  logOrgActivity,\n  memberHasOrgPermission,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport {\n  listTrackingHosts,\n  removeTrackingHost,\n  resolveTrackingLinkOrigin,\n  setUpTrackingHost,\n  verifyTrackingHost,\n} from '@aglyn/tenant-data-admin/server/tracking-hosts'\n\n/**\n * The platform's heavier server modules the Outreach routes reach\n * (AGL-2980): the permission resolver, the lockdown verdict, the activity\n * log and the saved-view sweep.\n *\n * Imported here statically, and this module is loaded by\n * `register-routes.ts` the first time a request needs one of them: the\n * manifest loads Outreach's server bundle into every console API process\n * whether or not an Outreach route is ever called, and `org-permissions`\n * alone reaches the whole tenant data barrel. Loading them through one\n * module of this plugin keeps every import of the platform's libraries a\n * static one.\n */\n\nexport {\n  creditCampaignSequenceOutcome,\n  listTrackingHosts,\n  lockdownRefusal,\n  logOrgActivity,\n  removeTrackingHost,\n  resolveOrgPermissions,\n  resolveTrackingLinkOrigin,\n  setUpTrackingHost,\n  stampRecordEmailState,\n  verifyTrackingHost,\n}\n\n/**\n * Whether the member holds a CATALOG permission (`data.manage`) as the\n * org's roles resolve it — custom role and per-member overrides included.\n * A lookup that failed has not shown the member holds it.\n */\nexport async function holdsOrgCatalogPermission(uid: string, orgId: string, key: string): Promise<boolean> {\n  try {\n    const membership = await resolveOrgMembership(uid, orgId)\n    if (!membership?.member) return false\n    return (\n      (await memberHasOrgPermission(\n        orgId,\n        membership.member,\n        key as Parameters<typeof memberHasOrgPermission>[2],\n      )) === true\n    )\n  } catch {\n    return false\n  }\n}\n\n/**\n * The addresses a saved Contacts view selects among one site's contacts,\n * read by the dynamic-list sweep's own scan, and whether it reached the\n * whole view.\n */\nexport async function crmViewEmails(input: {\n  hostId: string\n  viewId: string\n}): Promise<{ emails: string[]; complete: boolean }> {\n  const scan = await collectDynamicListCandidates({\n    hostId: input.hostId,\n    rule: { sources: ['contacts'], viewId: input.viewId },\n  })\n  return { emails: scan.candidates.map((candidate) => candidate.email), complete: scan.complete }\n}\n"],"names":["creditCampaignSequenceOutcome","collectDynamicListCandidates","stampRecordEmailState","lockdownRefusal","logOrgActivity","memberHasOrgPermission","resolveOrgMembership","resolveOrgPermissions","listTrackingHosts","removeTrackingHost","resolveTrackingLinkOrigin","setUpTrackingHost","verifyTrackingHost","holdsOrgCatalogPermission","uid","orgId","key","membership","member","crmViewEmails","input","scan","hostId","rule","sources","viewId","emails","candidates","map","candidate","email","complete"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,6BAA6B,QAAQ,kEAAiE;AAC/G,SAASC,4BAA4B,QAAQ,2DAA0D;AACvG,SAASC,qBAAqB,QAAQ,wDAAuD;AAC7F,SAASC,eAAe,QAAQ,2CAA0C;AAC1E,SACEC,cAAc,EACdC,sBAAsB,EACtBC,oBAAoB,QACf,gDAA+C;AACtD,SAASC,qBAAqB,QAAQ,wCAAuC;AAC7E,SACEC,iBAAiB,EACjBC,kBAAkB,EAClBC,yBAAyB,EACzBC,iBAAiB,EACjBC,kBAAkB,QACb,iDAAgD;AAEvD;;;;;;;;;;;;CAYC,GAED,SACEZ,6BAA6B,EAC7BQ,iBAAiB,EACjBL,eAAe,EACfC,cAAc,EACdK,kBAAkB,EAClBF,qBAAqB,EACrBG,yBAAyB,EACzBC,iBAAiB,EACjBT,qBAAqB,EACrBU,kBAAkB,KACnB;AAED;;;;CAIC,GACD,OAAO,eAAeC,0BAA0BC,GAAW,EAAEC,KAAa,EAAEC,GAAW;IACrF,IAAI;QACF,MAAMC,aAAa,MAAMX,qBAAqBQ,KAAKC;QACnD,IAAI,EAACE,8BAAAA,WAAYC,MAAM,GAAE,OAAO;QAChC,OACE,AAAC,MAAMb,uBACLU,OACAE,WAAWC,MAAM,EACjBF,SACK;IAEX,EAAE,eAAM;QACN,OAAO;IACT;AACF;AAEA;;;;CAIC,GACD,OAAO,eAAeG,cAAcC,KAGnC;IACC,MAAMC,OAAO,MAAMpB,6BAA6B;QAC9CqB,QAAQF,MAAME,MAAM;QACpBC,MAAM;YAAEC,SAAS;gBAAC;aAAW;YAAEC,QAAQL,MAAMK,MAAM;QAAC;IACtD;IACA,OAAO;QAAEC,QAAQL,KAAKM,UAAU,CAACC,GAAG,CAAC,CAACC,YAAcA,UAAUC,KAAK;QAAGC,UAAUV,KAAKU,QAAQ;IAAC;AAChG"}

package/src/lib/routes/preview-routes.d.ts

@@ -15,7 +15,10 @@
  * limitations under the License.
  */
 import type { PluginWebApiHandler } from '@aglyn/aglyn/server';
+import type { OutreachEmailStep, OutreachMailbox, OutreachSequence } from '../model/outreach.types';
+import { type OutreachStepPreviewInput } from '../model/step-preview';
 import type { OutreachRouteDeps } from './route-deps';
+import { type OutreachRouteCaller } from './route-gate';
 /**
  * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):
  * `outreach/preview`.
@@ -29,5 +32,26 @@ import type { OutreachRouteDeps } from './route-deps';
  *
  * A real contact is read from the CRM, so naming one asks for `data.manage`
  * as enrolling does; the sample person asks for nothing more.
+ *
+ * The reading is {@link readOutreachStepRender}, shared with the test send
+ * (`step-test-routes.ts`, AGL-3325): a test is the preview's own email,
+ * sent — so both routes read the same records through the same gate, and
+ * what a member reads on screen is what arrives in their inbox.
+ */
+/** What a preview and a test both read before the composer runs. */
+export interface OutreachStepRender {
+    caller: OutreachRouteCaller;
+    sequence: OutreachSequence;
+    stepIndex: number;
+    step: OutreachEmailStep;
+    /** The sequence's mailbox as stored, or `null` when it names none or the mailbox is gone. */
+    mailbox: OutreachMailbox | null;
+    /** The composer's input: the person, the line, the footer, the template. */
+    input: OutreachStepPreviewInput;
+}
+/**
+ * The gate, then the sequence, the step and everything the step is rendered
+ * from — as the request body names them — or the refusal that stops it.
  */
+export declare function readOutreachStepRender(deps: OutreachRouteDeps, request: Request, body: Record<string, unknown>): Promise<Response | OutreachStepRender>;
 export declare function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler;