@aglyn/plugins-outreach 1.0.0-beta.213 → 1.0.0-beta.214

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/compose.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * WHAT EXACTLY IS SENT (AGL-2979).\n *\n * The composer turns a step, an enrollment and the organization's settings\n * into the message the transport sends: the recipient, the subject, the\n * plain text, and the headers that thread it and let the recipient leave.\n * The transport adds the From line and the MIME; nothing here knows either.\n *\n * ## The footer is not optional\n *\n * Every email ends with the organization's legal name, its postal address,\n * a sentence saying the email is a sales email, and the way out — reply\n * \"no\". Those are what CAN-SPAM requires of a commercial email (16 CFR 316:\n * identifiable as a solicitation, no fixed phrase), and\n * the composer appends them itself, after the merge, as literal text: no\n * template can leave them off, and no merge field can rewrite them. With no\n * postal address or no legal name, it refuses to compose at all.\n *\n * ## Threading\n *\n * An email after the first is a reply in the thread unless its step says\n * otherwise: `Re:` and the thread's own subject, `In-Reply-To` the last\n * message sent into the thread, `References` every one of them, and the\n * provider thread to send into. A `Re:` on an email that answers nothing is\n * a deception, so a reply step with no thread to answer is refused rather\n * than sent with a borrowed one, and a subject that starts with `Re:` or\n * `Fwd:` on an email that starts a thread is refused too.\n *\n * ## Merge fields\n *\n * The CRM's own resolver fills them, from the documents the runtime already\n * read, and the enrollment's personal line joins them as\n * `{{enrollment.personalLine}}` through the resolver's `extra` fields.\n * Fields that render empty are returned beside the message, for the\n * runtime to decide whether \"Hi ,\" is worth sending.\n *\n * ## A curated step\n *\n * An enrollment may carry its own copy of a step (AGL-3324): a subject and\n * a body drafted for that one person. The composer reads the copy in place\n * of the step's subject and body — and of the template the step names —\n * and then does everything it does to a step: the merge, the threading, the\n * click tracking, the footer. A curated in-thread email still goes out as\n * `Re:` the thread's subject, since it answers the same thread.\n *==========================================*/\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_EMAIL_SUBJECT_MAX } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  type CrmMergeContext,\n  resolveCrmMergeFields,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { crmThreadSubject } from '@aglyn/aglyn/app-utils/crm-inbound'\nimport type {\n  OutreachEnrollment,\n  OutreachOrgSettings,\n  OutreachSequence,\n  OutreachStepOverride,\n} from '../model/outreach.types'\nimport { rewriteOutreachBodyLinks } from './click-tracking'\nimport { normalizeOutreachPersonalLine } from './gates'\nimport {\n  isInThreadEmailStep,\n  OUTREACH_PERSONAL_LINE_FIELD,\n  outreachSubjectHasReplyPrefix,\n} from './sequence-validation'\n\n/** The way out every email offers, word for word. */\nexport const OUTREACH_OPT_OUT_LINE = 'Not interested? Reply \"no\" and I won\\'t email again.'\n\n/**\n * The sentence that says what the email is. \"Sales email\", not \"business\n * solicitation\": an inbox-placement test on 2026-09-19 named the latter\n * phrase as a spam trigger, and the law asks that the email be identifiable\n * as a solicitation, not for any particular words (AGL-3228).\n */\nexport function outreachSolicitationStatement(senderName: string): string {\n  return `This is a sales email from ${senderName}.`\n}\n\n/**\n * The message the transport sends. Header values are single lines already;\n * the text uses `\\n` line breaks, which the transport writes as CRLF.\n */\nexport interface ComposedOutreachEmail {\n  /** The recipient's address, normalized. */\n  to: string\n  subject: string\n  /** The plain-text body, footer included. */\n  text: string\n  /** The provider thread a reply step is sent into. */\n  threadId?: string\n  /** The `Message-ID` this email answers, angle brackets included. */\n  inReplyTo?: string\n  /** Every `Message-ID` in the thread so far, oldest first, space-separated. */\n  references?: string\n  /** The one-click unsubscribe URL, for `List-Unsubscribe` with `List-Unsubscribe-Post`. */\n  listUnsubscribeUrl?: string\n  /** A `mailto:` URI for `List-Unsubscribe`. */\n  listUnsubscribeMailto?: string\n  /**\n   * The destinations whose links were rewritten for click tracking, in the\n   * order a click token indexes them (AGL-3239). Empty when the sequence\n   * does not track clicks, when the body carries no links, and when no\n   * tracking link could be minted.\n   */\n  trackedLinks: string[]\n}\n\nexport type OutreachComposeErrorCode =\n  | 'missing_postal_address'\n  | 'missing_legal_name'\n  | 'not_an_email_step'\n  | 'invalid_recipient'\n  | 'missing_subject'\n  | 'subject_reply_prefix'\n  | 'missing_body'\n  | 'missing_thread'\n  | 'invalid_unsubscribe_url'\n  | 'invalid_unsubscribe_mailto'\n\nexport interface OutreachComposeError {\n  code: OutreachComposeErrorCode\n  message: string\n}\n\nexport interface ComposeOutreachEmailInput {\n  sequence: Pick<OutreachSequence, 'steps'>\n  enrollment: Pick<\n    OutreachEnrollment,\n    'email' | 'stepIndex' | 'personalLine' | 'threadSubject' | 'messageIds' | 'gmailThreadId'\n  > &\n    Partial<Pick<OutreachEnrollment, 'stepOverrides'>>\n  orgSettings: Pick<OutreachOrgSettings, 'legalName' | 'brandName' | 'postalAddress'> | null | undefined\n  /**\n   * What the CRM resolver reads: the contact, the sending site's group id,\n   * the sender (the mailbox's display name and address), the site. Its\n   * `extra` may carry fields of the caller's own; the personal line is added\n   * here.\n   */\n  merge: CrmMergeContext | null | undefined\n  /** The CRM template's body, read by the caller, when the step names a template. */\n  templateBody?: string | null\n  /** The signed one-click unsubscribe URL, minted by the runtime. */\n  listUnsubscribeUrl?: string | null\n  /** An address, or a `mailto:` URI, that unsubscribes whoever writes to it. */\n  listUnsubscribeMailto?: string | null\n  /**\n   * Answers the tracking link for one link in the body, or `null` to leave\n   * that one as it was written (AGL-3239).\n   *\n   * Absent leaves every link alone, which is what a sequence with\n   * `trackClicks` off passes and what every caller that is not the sending\n   * runtime passes — a PREVIEW must show the rep the body their recipient\n   * reads, and minting a live tracking link for a preview would count the\n   * rep's own click against the sequence.\n   *\n   * It runs on the step's rendered body and never on the footer, so the\n   * organization's identification and the way out are never rewritten.\n   */\n  rewriteLink?: ((link: { url: string; index: number }) => string | null) | null\n}\n\nexport interface OutreachComposeResult {\n  email: ComposedOutreachEmail | null\n  error: OutreachComposeError | null\n  /** Merge fields that rendered empty, unique, in order of appearance. */\n  unresolvedFields: string[]\n  /**\n   * The person's own copy of the step the email was written from\n   * (AGL-3324), or `null` when the step was sent as the sequence wrote it.\n   */\n  override: OutreachStepOverride | null\n}\n\n/**\n * The enrollment's own copy of the step at `stepIndex` (AGL-3324), or\n * `null`. A copy with neither a subject nor a body is no copy.\n */\nexport function outreachStepOverrideFor(\n  enrollment: Partial<Pick<OutreachEnrollment, 'stepOverrides'>> | null | undefined,\n  stepIndex: number,\n): OutreachStepOverride | null {\n  const override = enrollment?.stepOverrides?.[String(stepIndex)]\n  if (!override || typeof override !== 'object') return null\n  const hasSubject = typeof override.subject === 'string'\n  const hasBody = typeof override.body === 'string'\n  return hasSubject || hasBody ? override : null\n}\n\nconst oneLine = (value: unknown): string =>\n  typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n\n/**\n * The footer every email ends with, or the reason it cannot be written.\n *\n * The postal address may be stored over several lines; the footer prints it\n * on one, the parts separated by commas.\n */\nexport function composeOutreachFooter(\n  settings: Pick<OutreachOrgSettings, 'legalName' | 'brandName' | 'postalAddress'> | null | undefined,\n): { footer: string | null; error: OutreachComposeError | null } {\n  const postalAddress = String(settings?.postalAddress ?? '')\n    .split(/\\r\\n|\\r|\\n/)\n    .map((line) => oneLine(line).replace(/,+$/, ''))\n    .filter(Boolean)\n    .join(', ')\n  if (!postalAddress) {\n    return {\n      footer: null,\n      error: {\n        code: 'missing_postal_address',\n        message:\n          \"This email can't be sent without your organization's postal address. Add it in Sequences settings.\",\n      },\n    }\n  }\n  const legalName = oneLine(settings?.legalName)\n  if (!legalName) {\n    return {\n      footer: null,\n      error: {\n        code: 'missing_legal_name',\n        message:\n          \"This email can't be sent without your organization's legal name. Add it in Sequences settings.\",\n      },\n    }\n  }\n  const senderName = oneLine(settings?.brandName) || legalName\n  return {\n    footer: `${legalName} · ${postalAddress}\\n${outreachSolicitationStatement(senderName)} ${OUTREACH_OPT_OUT_LINE}`,\n    error: null,\n  }\n}\n\n/** A `Message-ID` in its header form — `<id@host>` — or `null` for one that is not. */\nexport function outreachMessageIdHeader(value: unknown): string | null {\n  const bare = String(value ?? '').trim().replace(/^<+/, '').replace(/>+$/, '')\n  if (!bare || /[\\s<>]/.test(bare)) return null\n  return `<${bare}>`\n}\n\nfunction unsubscribeUrl(value: unknown): string | null | undefined {\n  const raw = String(value ?? '').trim()\n  if (!raw) return undefined\n  if (/[\\r\\n]/.test(raw)) return null\n  try {\n    const url = new URL(raw)\n    return url.protocol === 'https:' ? url.href : null\n  } catch {\n    return null\n  }\n}\n\nfunction unsubscribeMailto(value: unknown): string | null | undefined {\n  const raw = String(value ?? '').trim()\n  if (!raw) return undefined\n  if (/[\\r\\n]/.test(raw)) return null\n  if (!/^mailto:/i.test(raw)) {\n    const address = normalizeContactEmail(raw)\n    return address ? `mailto:${address}?subject=unsubscribe` : null\n  }\n  let target = raw.slice('mailto:'.length).split('?')[0]\n  try {\n    target = decodeURIComponent(target)\n  } catch {\n    return null\n  }\n  return normalizeContactEmail(target) ? raw : null\n}\n\nconst refuse = (\n  code: OutreachComposeErrorCode,\n  message: string,\n): OutreachComposeResult => ({ email: null, error: { code, message }, unresolvedFields: [], override: null })\n\n/** The email one step sends to one person — see the module note. */\nexport function composeOutreachEmail(input: ComposeOutreachEmailInput): OutreachComposeResult {\n  const { footer, error } = composeOutreachFooter(input.orgSettings)\n  if (error) return { email: null, error, unresolvedFields: [], override: null }\n\n  const steps = input.sequence?.steps ?? []\n  const stepIndex = input.enrollment?.stepIndex\n  const step = steps[stepIndex]\n  if (step?.kind !== 'email') {\n    return refuse('not_an_email_step', 'The step this enrollment is on does not send an email.')\n  }\n  const to = normalizeContactEmail(input.enrollment.email)\n  if (!to) {\n    return refuse('invalid_recipient', \"This enrollment's address isn't a valid email address.\")\n  }\n\n  const context: CrmMergeContext = {\n    ...(input.merge ?? {}),\n    extra: {\n      ...(input.merge?.extra ?? {}),\n      [OUTREACH_PERSONAL_LINE_FIELD]: normalizeOutreachPersonalLine(input.enrollment.personalLine),\n    },\n  }\n  const unresolved: string[] = []\n  const render = (text: string): string => {\n    const result = resolveCrmMergeFields(text, context)\n    for (const key of result.unresolved) if (!unresolved.includes(key)) unresolved.push(key)\n    return result.text\n  }\n\n  // This person's own copy of the step (AGL-3324), read in place of the\n  // step's own words — and of its template — from here on.\n  const override = outreachStepOverrideFor(input.enrollment, stepIndex)\n\n  const email: ComposedOutreachEmail = { to, subject: '', text: '', trackedLinks: [] }\n  if (isInThreadEmailStep(steps, stepIndex)) {\n    const threadSubject = crmThreadSubject(input.enrollment.threadSubject)\n    const messageIds = (input.enrollment.messageIds ?? [])\n      .map(outreachMessageIdHeader)\n      .filter((id): id is string => id !== null)\n    const threadId = String(input.enrollment.gmailThreadId ?? '').trim()\n    if (!threadSubject || !messageIds.length || !threadId) {\n      return refuse(\n        'missing_thread',\n        'This email replies in the thread, and no earlier email in the thread was sent.',\n      )\n    }\n    email.subject = `Re: ${threadSubject}`.slice(0, CRM_EMAIL_SUBJECT_MAX)\n    email.threadId = threadId\n    email.inReplyTo = messageIds[messageIds.length - 1]\n    email.references = messageIds.join(' ')\n  } else {\n    const subject = oneLine(render(String(override?.subject ?? step.subject ?? '')))\n    if (!subject) return refuse('missing_subject', 'This email has no subject.')\n    if (outreachSubjectHasReplyPrefix(subject)) {\n      return refuse(\n        'subject_reply_prefix',\n        'This email starts a thread, so its subject may not begin with \"Re:\" or \"Fwd:\".',\n      )\n    }\n    email.subject = subject.slice(0, CRM_EMAIL_SUBJECT_MAX)\n  }\n\n  const source =\n    typeof override?.body === 'string'\n      ? override.body\n      : step.templateId\n        ? String(input.templateBody ?? '')\n        : String(step.body ?? '')\n  const body = render(source)\n    .replace(/\\r\\n?/g, '\\n')\n    .split('\\n')\n    .map((line) => line.replace(/[ \\t]+$/, ''))\n    .join('\\n')\n    .replace(/^\\n+|\\n+$/g, '')\n  if (!body.trim()) return refuse('missing_body', 'This email has no body.')\n  /*\n   * Click tracking rewrites the STEP'S links and nothing else (AGL-3239):\n   * it runs here, on the rendered body, before the footer is appended. The\n   * footer's opt-out `mailto:` and the organization's own identification are\n   * never rewritten, and the one-click unsubscribe link never appears in a\n   * body at all — it rides in `List-Unsubscribe`.\n   */\n  const tracked = input.rewriteLink\n    ? rewriteOutreachBodyLinks(body, input.rewriteLink)\n    : { text: body, links: [] }\n  email.trackedLinks = tracked.links\n  email.text = `${tracked.text}\\n\\n${footer}`\n\n  const url = unsubscribeUrl(input.listUnsubscribeUrl)\n  if (url === null) {\n    return refuse('invalid_unsubscribe_url', 'The unsubscribe link must be an https URL.')\n  }\n  if (url) email.listUnsubscribeUrl = url\n  const mailto = unsubscribeMailto(input.listUnsubscribeMailto)\n  if (mailto === null) {\n    return refuse('invalid_unsubscribe_mailto', 'The unsubscribe address is not an email address.')\n  }\n  if (mailto) email.listUnsubscribeMailto = mailto\n\n  return { email, error: null, unresolvedFields: unresolved, override 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/compose.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * WHAT EXACTLY IS SENT (AGL-2979).\n *\n * The composer turns a step, an enrollment and the organization's settings\n * into the message the transport sends: the recipient, the subject, the\n * plain text, and the headers that thread it and let the recipient leave.\n * The transport adds the From line and the MIME; nothing here knows either.\n *\n * ## The footer is not optional\n *\n * Every email ends with the organization's legal name, its postal address,\n * a sentence saying the email is a sales email, and the way out — reply\n * \"no\". Those are what CAN-SPAM requires of a commercial email (16 CFR 316:\n * identifiable as a solicitation, no fixed phrase), and\n * the composer appends them itself, after the merge, as literal text: no\n * template can leave them off, and no merge field can rewrite them. With no\n * postal address or no legal name, it refuses to compose at all.\n *\n * ## Threading\n *\n * An email after the first is a reply in the thread unless its step says\n * otherwise: `Re:` and the thread's own subject, `In-Reply-To` the last\n * message sent into the thread, `References` every one of them, and the\n * provider thread to send into. A `Re:` on an email that answers nothing is\n * a deception, so a reply step with no thread to answer is refused rather\n * than sent with a borrowed one, and a subject that starts with `Re:` or\n * `Fwd:` on an email that starts a thread is refused too.\n *\n * ## Merge fields\n *\n * The CRM's own resolver fills them, from the documents the runtime already\n * read, and the enrollment's personal line joins them as\n * `{{enrollment.personalLine}}` through the resolver's `extra` fields.\n * Fields that render empty are returned beside the message, for the\n * runtime to decide whether \"Hi ,\" is worth sending.\n *\n * ## A curated step\n *\n * An enrollment may carry its own copy of a step (AGL-3324): a subject and\n * a body drafted for that one person. The composer reads the copy in place\n * of the step's subject and body — and of the template the step names —\n * and then does everything it does to a step: the merge, the threading, the\n * click tracking, the footer. A curated in-thread email still goes out as\n * `Re:` the thread's subject, since it answers the same thread.\n *==========================================*/\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_EMAIL_SUBJECT_MAX } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  type CrmMergeContext,\n  resolveCrmMergeFields,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { crmThreadSubject } from '@aglyn/aglyn/app-utils/crm-inbound'\nimport type {\n  OutreachEnrollment,\n  OutreachOrgSettings,\n  OutreachSequence,\n  OutreachStepOverride,\n} from '../model/outreach.types'\nimport { rewriteOutreachBodyLinks } from './click-tracking'\nimport { outreachOpenTrackedHtml } from './open-tracking'\nimport { normalizeOutreachPersonalLine } from './gates'\nimport {\n  isInThreadEmailStep,\n  OUTREACH_PERSONAL_LINE_FIELD,\n  outreachSubjectHasReplyPrefix,\n} from './sequence-validation'\n\n/** The way out every email offers, word for word. */\nexport const OUTREACH_OPT_OUT_LINE = 'Not interested? Reply \"no\" and I won\\'t email again.'\n\n/**\n * The sentence that says what the email is. \"Sales email\", not \"business\n * solicitation\": an inbox-placement test on 2026-09-19 named the latter\n * phrase as a spam trigger, and the law asks that the email be identifiable\n * as a solicitation, not for any particular words (AGL-3228).\n */\nexport function outreachSolicitationStatement(senderName: string): string {\n  return `This is a sales email from ${senderName}.`\n}\n\n/**\n * The message the transport sends. Header values are single lines already;\n * the text uses `\\n` line breaks, which the transport writes as CRLF.\n */\nexport interface ComposedOutreachEmail {\n  /** The recipient's address, normalized. */\n  to: string\n  subject: string\n  /** The plain-text body, footer included. */\n  text: string\n  /**\n   * The same body as HTML with a tracking image (AGL-3395), sent beside\n   * `text` as `multipart/alternative`. Absent on every email of a sequence\n   * that does not count opens, which goes out as plain text alone.\n   */\n  html?: string\n  /** The provider thread a reply step is sent into. */\n  threadId?: string\n  /** The `Message-ID` this email answers, angle brackets included. */\n  inReplyTo?: string\n  /** Every `Message-ID` in the thread so far, oldest first, space-separated. */\n  references?: string\n  /** The one-click unsubscribe URL, for `List-Unsubscribe` with `List-Unsubscribe-Post`. */\n  listUnsubscribeUrl?: string\n  /** A `mailto:` URI for `List-Unsubscribe`. */\n  listUnsubscribeMailto?: string\n  /**\n   * The destinations whose links were rewritten for click tracking, in the\n   * order a click token indexes them (AGL-3239). Empty when the sequence\n   * does not track clicks, when the body carries no links, and when no\n   * tracking link could be minted.\n   */\n  trackedLinks: string[]\n}\n\nexport type OutreachComposeErrorCode =\n  | 'missing_postal_address'\n  | 'missing_legal_name'\n  | 'not_an_email_step'\n  | 'invalid_recipient'\n  | 'missing_subject'\n  | 'subject_reply_prefix'\n  | 'missing_body'\n  | 'missing_thread'\n  | 'invalid_unsubscribe_url'\n  | 'invalid_unsubscribe_mailto'\n\nexport interface OutreachComposeError {\n  code: OutreachComposeErrorCode\n  message: string\n}\n\nexport interface ComposeOutreachEmailInput {\n  sequence: Pick<OutreachSequence, 'steps'>\n  enrollment: Pick<\n    OutreachEnrollment,\n    'email' | 'stepIndex' | 'personalLine' | 'threadSubject' | 'messageIds' | 'gmailThreadId'\n  > &\n    Partial<Pick<OutreachEnrollment, 'stepOverrides'>>\n  orgSettings: Pick<OutreachOrgSettings, 'legalName' | 'brandName' | 'postalAddress'> | null | undefined\n  /**\n   * What the CRM resolver reads: the contact, the sending site's group id,\n   * the sender (the mailbox's display name and address), the site. Its\n   * `extra` may carry fields of the caller's own; the personal line is added\n   * here.\n   */\n  merge: CrmMergeContext | null | undefined\n  /** The CRM template's body, read by the caller, when the step names a template. */\n  templateBody?: string | null\n  /** The signed one-click unsubscribe URL, minted by the runtime. */\n  listUnsubscribeUrl?: string | null\n  /** An address, or a `mailto:` URI, that unsubscribes whoever writes to it. */\n  listUnsubscribeMailto?: string | null\n  /**\n   * Answers the tracking link for one link in the body, or `null` to leave\n   * that one as it was written (AGL-3239).\n   *\n   * Absent leaves every link alone, which is what a sequence with\n   * `trackClicks` off passes and what every caller that is not the sending\n   * runtime passes — a PREVIEW must show the rep the body their recipient\n   * reads, and minting a live tracking link for a preview would count the\n   * rep's own click against the sequence.\n   *\n   * It runs on the step's rendered body and never on the footer, so the\n   * organization's identification and the way out are never rewritten.\n   */\n  rewriteLink?: ((link: { url: string; index: number }) => string | null) | null\n  /**\n   * The tracking image's address, minted by the runtime for a sequence that\n   * counts opens (AGL-3395). Given, the email gains an HTML part — the same\n   * text, footer included, and the image; absent or `null`, it stays plain\n   * text, which is what a preview and every other caller pass.\n   */\n  openPixelUrl?: string | null\n}\n\nexport interface OutreachComposeResult {\n  email: ComposedOutreachEmail | null\n  error: OutreachComposeError | null\n  /** Merge fields that rendered empty, unique, in order of appearance. */\n  unresolvedFields: string[]\n  /**\n   * The person's own copy of the step the email was written from\n   * (AGL-3324), or `null` when the step was sent as the sequence wrote it.\n   */\n  override: OutreachStepOverride | null\n}\n\n/**\n * The enrollment's own copy of the step at `stepIndex` (AGL-3324), or\n * `null`. A copy with neither a subject nor a body is no copy.\n */\nexport function outreachStepOverrideFor(\n  enrollment: Partial<Pick<OutreachEnrollment, 'stepOverrides'>> | null | undefined,\n  stepIndex: number,\n): OutreachStepOverride | null {\n  const override = enrollment?.stepOverrides?.[String(stepIndex)]\n  if (!override || typeof override !== 'object') return null\n  const hasSubject = typeof override.subject === 'string'\n  const hasBody = typeof override.body === 'string'\n  return hasSubject || hasBody ? override : null\n}\n\nconst oneLine = (value: unknown): string =>\n  typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n\n/**\n * The footer every email ends with, or the reason it cannot be written.\n *\n * The postal address may be stored over several lines; the footer prints it\n * on one, the parts separated by commas.\n */\nexport function composeOutreachFooter(\n  settings: Pick<OutreachOrgSettings, 'legalName' | 'brandName' | 'postalAddress'> | null | undefined,\n): { footer: string | null; error: OutreachComposeError | null } {\n  const postalAddress = String(settings?.postalAddress ?? '')\n    .split(/\\r\\n|\\r|\\n/)\n    .map((line) => oneLine(line).replace(/,+$/, ''))\n    .filter(Boolean)\n    .join(', ')\n  if (!postalAddress) {\n    return {\n      footer: null,\n      error: {\n        code: 'missing_postal_address',\n        message:\n          \"This email can't be sent without your organization's postal address. Add it in Sequences settings.\",\n      },\n    }\n  }\n  const legalName = oneLine(settings?.legalName)\n  if (!legalName) {\n    return {\n      footer: null,\n      error: {\n        code: 'missing_legal_name',\n        message:\n          \"This email can't be sent without your organization's legal name. Add it in Sequences settings.\",\n      },\n    }\n  }\n  const senderName = oneLine(settings?.brandName) || legalName\n  return {\n    footer: `${legalName} · ${postalAddress}\\n${outreachSolicitationStatement(senderName)} ${OUTREACH_OPT_OUT_LINE}`,\n    error: null,\n  }\n}\n\n/** A `Message-ID` in its header form — `<id@host>` — or `null` for one that is not. */\nexport function outreachMessageIdHeader(value: unknown): string | null {\n  const bare = String(value ?? '').trim().replace(/^<+/, '').replace(/>+$/, '')\n  if (!bare || /[\\s<>]/.test(bare)) return null\n  return `<${bare}>`\n}\n\nfunction unsubscribeUrl(value: unknown): string | null | undefined {\n  const raw = String(value ?? '').trim()\n  if (!raw) return undefined\n  if (/[\\r\\n]/.test(raw)) return null\n  try {\n    const url = new URL(raw)\n    return url.protocol === 'https:' ? url.href : null\n  } catch {\n    return null\n  }\n}\n\nfunction unsubscribeMailto(value: unknown): string | null | undefined {\n  const raw = String(value ?? '').trim()\n  if (!raw) return undefined\n  if (/[\\r\\n]/.test(raw)) return null\n  if (!/^mailto:/i.test(raw)) {\n    const address = normalizeContactEmail(raw)\n    return address ? `mailto:${address}?subject=unsubscribe` : null\n  }\n  let target = raw.slice('mailto:'.length).split('?')[0]\n  try {\n    target = decodeURIComponent(target)\n  } catch {\n    return null\n  }\n  return normalizeContactEmail(target) ? raw : null\n}\n\nconst refuse = (\n  code: OutreachComposeErrorCode,\n  message: string,\n): OutreachComposeResult => ({ email: null, error: { code, message }, unresolvedFields: [], override: null })\n\n/** The email one step sends to one person — see the module note. */\nexport function composeOutreachEmail(input: ComposeOutreachEmailInput): OutreachComposeResult {\n  const { footer, error } = composeOutreachFooter(input.orgSettings)\n  if (error) return { email: null, error, unresolvedFields: [], override: null }\n\n  const steps = input.sequence?.steps ?? []\n  const stepIndex = input.enrollment?.stepIndex\n  const step = steps[stepIndex]\n  if (step?.kind !== 'email') {\n    return refuse('not_an_email_step', 'The step this enrollment is on does not send an email.')\n  }\n  const to = normalizeContactEmail(input.enrollment.email)\n  if (!to) {\n    return refuse('invalid_recipient', \"This enrollment's address isn't a valid email address.\")\n  }\n\n  const context: CrmMergeContext = {\n    ...(input.merge ?? {}),\n    extra: {\n      ...(input.merge?.extra ?? {}),\n      [OUTREACH_PERSONAL_LINE_FIELD]: normalizeOutreachPersonalLine(input.enrollment.personalLine),\n    },\n  }\n  const unresolved: string[] = []\n  const render = (text: string): string => {\n    const result = resolveCrmMergeFields(text, context)\n    for (const key of result.unresolved) if (!unresolved.includes(key)) unresolved.push(key)\n    return result.text\n  }\n\n  // This person's own copy of the step (AGL-3324), read in place of the\n  // step's own words — and of its template — from here on.\n  const override = outreachStepOverrideFor(input.enrollment, stepIndex)\n\n  const email: ComposedOutreachEmail = { to, subject: '', text: '', trackedLinks: [] }\n  if (isInThreadEmailStep(steps, stepIndex)) {\n    const threadSubject = crmThreadSubject(input.enrollment.threadSubject)\n    const messageIds = (input.enrollment.messageIds ?? [])\n      .map(outreachMessageIdHeader)\n      .filter((id): id is string => id !== null)\n    const threadId = String(input.enrollment.gmailThreadId ?? '').trim()\n    if (!threadSubject || !messageIds.length || !threadId) {\n      return refuse(\n        'missing_thread',\n        'This email replies in the thread, and no earlier email in the thread was sent.',\n      )\n    }\n    email.subject = `Re: ${threadSubject}`.slice(0, CRM_EMAIL_SUBJECT_MAX)\n    email.threadId = threadId\n    email.inReplyTo = messageIds[messageIds.length - 1]\n    email.references = messageIds.join(' ')\n  } else {\n    const subject = oneLine(render(String(override?.subject ?? step.subject ?? '')))\n    if (!subject) return refuse('missing_subject', 'This email has no subject.')\n    if (outreachSubjectHasReplyPrefix(subject)) {\n      return refuse(\n        'subject_reply_prefix',\n        'This email starts a thread, so its subject may not begin with \"Re:\" or \"Fwd:\".',\n      )\n    }\n    email.subject = subject.slice(0, CRM_EMAIL_SUBJECT_MAX)\n  }\n\n  const source =\n    typeof override?.body === 'string'\n      ? override.body\n      : step.templateId\n        ? String(input.templateBody ?? '')\n        : String(step.body ?? '')\n  const body = render(source)\n    .replace(/\\r\\n?/g, '\\n')\n    .split('\\n')\n    .map((line) => line.replace(/[ \\t]+$/, ''))\n    .join('\\n')\n    .replace(/^\\n+|\\n+$/g, '')\n  if (!body.trim()) return refuse('missing_body', 'This email has no body.')\n  /*\n   * Click tracking rewrites the STEP'S links and nothing else (AGL-3239):\n   * it runs here, on the rendered body, before the footer is appended. The\n   * footer's opt-out `mailto:` and the organization's own identification are\n   * never rewritten, and the one-click unsubscribe link never appears in a\n   * body at all — it rides in `List-Unsubscribe`.\n   */\n  const tracked = input.rewriteLink\n    ? rewriteOutreachBodyLinks(body, input.rewriteLink)\n    : { text: body, links: [] }\n  email.trackedLinks = tracked.links\n  email.text = `${tracked.text}\\n\\n${footer}`\n  // Built from the finished text, so the HTML part says exactly what the\n  // plain-text part says — the footer and any rewritten link included.\n  if (input.openPixelUrl) email.html = outreachOpenTrackedHtml(email.text, input.openPixelUrl)\n\n  const url = unsubscribeUrl(input.listUnsubscribeUrl)\n  if (url === null) {\n    return refuse('invalid_unsubscribe_url', 'The unsubscribe link must be an https URL.')\n  }\n  if (url) email.listUnsubscribeUrl = url\n  const mailto = unsubscribeMailto(input.listUnsubscribeMailto)\n  if (mailto === null) {\n    return refuse('invalid_unsubscribe_mailto', 'The unsubscribe address is not an email address.')\n  }\n  if (mailto) email.listUnsubscribeMailto = mailto\n\n  return { email, error: null, unresolvedFields: unresolved, override }\n}\n"],"names":["normalizeContactEmail","CRM_EMAIL_SUBJECT_MAX","resolveCrmMergeFields","crmThreadSubject","rewriteOutreachBodyLinks","outreachOpenTrackedHtml","normalizeOutreachPersonalLine","isInThreadEmailStep","OUTREACH_PERSONAL_LINE_FIELD","outreachSubjectHasReplyPrefix","OUTREACH_OPT_OUT_LINE","outreachSolicitationStatement","senderName","outreachStepOverrideFor","enrollment","stepIndex","override","stepOverrides","String","hasSubject","subject","hasBody","body","oneLine","value","replace","trim","composeOutreachFooter","settings","postalAddress","split","map","line","filter","Boolean","join","footer","error","code","message","legalName","brandName","outreachMessageIdHeader","bare","test","unsubscribeUrl","raw","undefined","url","URL","protocol","href","unsubscribeMailto","address","target","slice","length","decodeURIComponent","refuse","email","unresolvedFields","composeOutreachEmail","input","step","orgSettings","steps","sequence","kind","to","context","merge","extra","personalLine","unresolved","render","text","result","key","includes","push","trackedLinks","threadSubject","messageIds","id","threadId","gmailThreadId","inReplyTo","references","source","templateId","templateBody","tracked","rewriteLink","links","openPixelUrl","html","listUnsubscribeUrl","mailto","listUnsubscribeMailto"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;4CA4C4C,GAE5C,SAASA,qBAAqB,QAAQ,kCAAiC;AACvE,SAASC,qBAAqB,QAAQ,6BAA4B;AAClE,SAEEC,qBAAqB,QAChB,6CAA4C;AACnD,SAASC,gBAAgB,QAAQ,qCAAoC;AAOrE,SAASC,wBAAwB,QAAQ,sBAAkB;AAC3D,SAASC,uBAAuB,QAAQ,qBAAiB;AACzD,SAASC,6BAA6B,QAAQ,aAAS;AACvD,SACEC,mBAAmB,EACnBC,4BAA4B,EAC5BC,6BAA6B,QACxB,2BAAuB;AAE9B,mDAAmD,GACnD,OAAO,MAAMC,wBAAwB,uDAAsD;AAE3F;;;;;CAKC,GACD,OAAO,SAASC,8BAA8BC,UAAkB;IAC9D,OAAO,CAAC,2BAA2B,EAAEA,WAAW,CAAC,CAAC;AACpD;AA8GA;;;CAGC,GACD,OAAO,SAASC,wBACdC,UAAiF,EACjFC,SAAiB;QAEAD;IAAjB,MAAME,WAAWF,+BAAAA,4BAAAA,WAAYG,aAAa,qBAAzBH,yBAA2B,CAACI,OAAOH,WAAW;IAC/D,IAAI,CAACC,YAAY,OAAOA,aAAa,UAAU,OAAO;IACtD,MAAMG,aAAa,OAAOH,SAASI,OAAO,KAAK;IAC/C,MAAMC,UAAU,OAAOL,SAASM,IAAI,KAAK;IACzC,OAAOH,cAAcE,UAAUL,WAAW;AAC5C;AAEA,MAAMO,UAAU,CAACC,QACf,OAAOA,UAAU,WAAWA,MAAMC,OAAO,CAAC,QAAQ,KAAKC,IAAI,KAAK;AAElE;;;;;CAKC,GACD,OAAO,SAASC,sBACdC,QAAmG;;IAEnG,MAAMC,gBAAgBX,eAAOU,4BAAAA,SAAUC,aAAa,mBAAI,IACrDC,KAAK,CAAC,cACNC,GAAG,CAAC,CAACC,OAAST,QAAQS,MAAMP,OAAO,CAAC,OAAO,KAC3CQ,MAAM,CAACC,SACPC,IAAI,CAAC;IACR,IAAI,CAACN,eAAe;QAClB,OAAO;YACLO,QAAQ;YACRC,OAAO;gBACLC,MAAM;gBACNC,SACE;YACJ;QACF;IACF;IACA,MAAMC,YAAYjB,QAAQK,4BAAAA,SAAUY,SAAS;IAC7C,IAAI,CAACA,WAAW;QACd,OAAO;YACLJ,QAAQ;YACRC,OAAO;gBACLC,MAAM;gBACNC,SACE;YACJ;QACF;IACF;IACA,MAAM3B,aAAaW,QAAQK,4BAAAA,SAAUa,SAAS,KAAKD;IACnD,OAAO;QACLJ,QAAQ,GAAGI,UAAU,GAAG,EAAEX,cAAc,EAAE,EAAElB,8BAA8BC,YAAY,CAAC,EAAEF,uBAAuB;QAChH2B,OAAO;IACT;AACF;AAEA,qFAAqF,GACrF,OAAO,SAASK,wBAAwBlB,KAAc;IACpD,MAAMmB,OAAOzB,OAAOM,gBAAAA,QAAS,IAAIE,IAAI,GAAGD,OAAO,CAAC,OAAO,IAAIA,OAAO,CAAC,OAAO;IAC1E,IAAI,CAACkB,QAAQ,SAASC,IAAI,CAACD,OAAO,OAAO;IACzC,OAAO,CAAC,CAAC,EAAEA,KAAK,CAAC,CAAC;AACpB;AAEA,SAASE,eAAerB,KAAc;IACpC,MAAMsB,MAAM5B,OAAOM,gBAAAA,QAAS,IAAIE,IAAI;IACpC,IAAI,CAACoB,KAAK,OAAOC;IACjB,IAAI,SAASH,IAAI,CAACE,MAAM,OAAO;IAC/B,IAAI;QACF,MAAME,MAAM,IAAIC,IAAIH;QACpB,OAAOE,IAAIE,QAAQ,KAAK,WAAWF,IAAIG,IAAI,GAAG;IAChD,EAAE,eAAM;QACN,OAAO;IACT;AACF;AAEA,SAASC,kBAAkB5B,KAAc;IACvC,MAAMsB,MAAM5B,OAAOM,gBAAAA,QAAS,IAAIE,IAAI;IACpC,IAAI,CAACoB,KAAK,OAAOC;IACjB,IAAI,SAASH,IAAI,CAACE,MAAM,OAAO;IAC/B,IAAI,CAAC,YAAYF,IAAI,CAACE,MAAM;QAC1B,MAAMO,UAAUrD,sBAAsB8C;QACtC,OAAOO,UAAU,CAAC,OAAO,EAAEA,QAAQ,oBAAoB,CAAC,GAAG;IAC7D;IACA,IAAIC,SAASR,IAAIS,KAAK,CAAC,UAAUC,MAAM,EAAE1B,KAAK,CAAC,IAAI,CAAC,EAAE;IACtD,IAAI;QACFwB,SAASG,mBAAmBH;IAC9B,EAAE,eAAM;QACN,OAAO;IACT;IACA,OAAOtD,sBAAsBsD,UAAUR,MAAM;AAC/C;AAEA,MAAMY,SAAS,CACbpB,MACAC,UAC2B,CAAA;QAAEoB,OAAO;QAAMtB,OAAO;YAAEC;YAAMC;QAAQ;QAAGqB,kBAAkB,EAAE;QAAE5C,UAAU;IAAK,CAAA;AAE3G,kEAAkE,GAClE,OAAO,SAAS6C,qBAAqBC,KAAgC;cAgB7DA,qBAkDSA,qBACAC;QA/DDD,iBACIA,mBAaVA;IAjBR,MAAM,EAAE1B,MAAM,EAAEC,KAAK,EAAE,GAAGV,sBAAsBmC,MAAME,WAAW;IACjE,IAAI3B,OAAO,OAAO;QAAEsB,OAAO;QAAMtB;QAAOuB,kBAAkB,EAAE;QAAE5C,UAAU;IAAK;IAE7E,MAAMiD,iBAAQH,kBAAAA,MAAMI,QAAQ,qBAAdJ,gBAAgBG,KAAK,mBAAI,EAAE;IACzC,MAAMlD,aAAY+C,oBAAAA,MAAMhD,UAAU,qBAAhBgD,kBAAkB/C,SAAS;IAC7C,MAAMgD,OAAOE,KAAK,CAAClD,UAAU;IAC7B,IAAIgD,CAAAA,wBAAAA,KAAMI,IAAI,MAAK,SAAS;QAC1B,OAAOT,OAAO,qBAAqB;IACrC;IACA,MAAMU,KAAKpE,sBAAsB8D,MAAMhD,UAAU,CAAC6C,KAAK;IACvD,IAAI,CAACS,IAAI;QACP,OAAOV,OAAO,qBAAqB;IACrC;IAEA,MAAMW,UAA2B,cAC3BP,eAAAA,MAAMQ,KAAK,YAAXR,eAAe,CAAC;QACpBS,OAAO,uBACDT,gBAAAA,MAAMQ,KAAK,qBAAXR,cAAaS,KAAK,oBAAI,CAAC;YAC3B,CAAC/D,6BAA6B,EAAEF,8BAA8BwD,MAAMhD,UAAU,CAAC0D,YAAY;;;IAG/F,MAAMC,aAAuB,EAAE;IAC/B,MAAMC,SAAS,CAACC;QACd,MAAMC,SAAS1E,sBAAsByE,MAAMN;QAC3C,KAAK,MAAMQ,OAAOD,OAAOH,UAAU,CAAE,IAAI,CAACA,WAAWK,QAAQ,CAACD,MAAMJ,WAAWM,IAAI,CAACF;QACpF,OAAOD,OAAOD,IAAI;IACpB;IAEA,sEAAsE;IACtE,yDAAyD;IACzD,MAAM3D,WAAWH,wBAAwBiD,MAAMhD,UAAU,EAAEC;IAE3D,MAAM4C,QAA+B;QAAES;QAAIhD,SAAS;QAAIuD,MAAM;QAAIK,cAAc,EAAE;IAAC;IACnF,IAAIzE,oBAAoB0D,OAAOlD,YAAY;YAErB+C,8BAG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package/src/lib/engine/open-tracking.d.ts

@@ -0,0 +1,61 @@
+/**
+ * @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.
+ */
+/** Text safe to place in HTML content or a double-quoted attribute. */
+export declare function escapeOutreachHtml(value: string): string;
+/**
+ * The HTML part for a plain-text email and its tracking image.
+ *
+ * @param text The plain-text body as it is sent, footer included — so the
+ *   HTML part carries the organization's identification and the way out
+ *   word for word, and any link click tracking already rewrote stays the
+ *   rewritten link.
+ * @param pixelUrl The image's address. Written into a quoted attribute
+ *   after escaping, so no value can close the attribute.
+ */
+export declare function outreachOpenTrackedHtml(text: string, pixelUrl: string): string;
+/**
+ * How soon after a send an open is a machine's however it identifies
+ * itself — the click window's reasoning, for the same reason: a proxy or a
+ * gateway fetches as the message is delivered, and a person reading a cold
+ * email does not.
+ */
+export declare const OUTREACH_OPEN_HUMAN_DELAY_MS = 30000;
+/** Why an open was read as a machine's. */
+export type OutreachOpenMachineReason = 'agent' | 'too_soon' | 'method' | 'image_proxy' | 'privacy_proxy';
+/** The reasons that are a mail provider's proxy rather than a scanner. */
+export declare const OUTREACH_PROXY_OPEN_REASONS: readonly OutreachOpenMachineReason[];
+/** What one fetch of a tracking image was. */
+export interface OutreachOpenJudgement {
+    /** Whether it counts toward the open rate. */
+    human: boolean;
+    /** Why it does not; `null` when it does. */
+    machineReason: OutreachOpenMachineReason | null;
+}
+/**
+ * Whether one fetch of a tracking image is a person's open.
+ *
+ * Read before the open is recorded, never before the image is answered:
+ * every fetch gets the same image.
+ *
+ * @param input.sinceSentMs Milliseconds between the send and this fetch, or
+ *   `null` when the send it belongs to could not be found.
+ */
+export declare function judgeOutreachOpen(input: {
+    method: string;
+    userAgent: string | null | undefined;
+    sinceSentMs: number | null;
+}): OutreachOpenJudgement;

package/src/lib/engine/open-tracking.js

@@ -0,0 +1,164 @@
+/**
+ * @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 { OUTREACH_MACHINE_AGENTS, outreachBodyLinks } from "./click-tracking.js";
+/*==========================================
+ * OPENS, WHEN A SEQUENCE ASKS FOR THEM (AGL-3395).
+ *
+ * A sequence email is plain text, and a plain-text email cannot report an
+ * open: an open is a fetch of an image, and an image needs an HTML part
+ * (`./click-tracking.ts` says why that is the default). A sequence that
+ * turns on "Count opens" accepts the cost of one, for the sends it makes
+ * from then on.
+ *
+ * ## What the HTML part is
+ *
+ * The plain-text part is sent exactly as it would have been. The HTML part
+ * beside it is the SAME TEXT — escaped, its line breaks as `<br>`, its bare
+ * links made into anchors to the same address — with a 1×1 image at the end.
+ * No styling, no layout, no second copy of anything: a client that shows
+ * the HTML part shows what the plain-text part says, in the reader's own
+ * font, and the image is the only thing the text does not carry.
+ *
+ * The image is a short link (AGL-3297) on the same host the clicks use, so
+ * the email names no address a click does not already name.
+ *
+ * ## What it costs
+ *
+ * A one-to-one email from a person has no HTML part; one with a remote
+ * image reads, to a filter, as marketing. Some gateways score it. That is
+ * why the setting is per sequence, off by default, and said in the editor
+ * where it is turned on.
+ *==========================================*/ /** Every character HTML gives a meaning to, as the entity that does not. */ const HTML_ESCAPES = {
+    '&': '&amp;',
+    '<': '&lt;',
+    '>': '&gt;',
+    '"': '&quot;',
+    "'": '&#39;'
+};
+/** Text safe to place in HTML content or a double-quoted attribute. */ export function escapeOutreachHtml(value) {
+    return String(value != null ? value : '').replace(/[&<>"']/g, (character)=>{
+        var _HTML_ESCAPES_character;
+        return (_HTML_ESCAPES_character = HTML_ESCAPES[character]) != null ? _HTML_ESCAPES_character : character;
+    });
+}
+/** One run of text, escaped, with its line breaks as `<br>`. */ const escapedLines = (text)=>escapeOutreachHtml(text).replace(/\r\n|\r|\n/g, '<br>\n');
+/**
+ * The HTML part for a plain-text email and its tracking image.
+ *
+ * @param text The plain-text body as it is sent, footer included — so the
+ *   HTML part carries the organization's identification and the way out
+ *   word for word, and any link click tracking already rewrote stays the
+ *   rewritten link.
+ * @param pixelUrl The image's address. Written into a quoted attribute
+ *   after escaping, so no value can close the attribute.
+ */ export function outreachOpenTrackedHtml(text, pixelUrl) {
+    const body = String(text != null ? text : '');
+    let html = '';
+    let cursor = 0;
+    // Linked by the same reader click tracking rewrites by, so a link the
+    // plain text offers is exactly a link the HTML offers.
+    for (const link of outreachBodyLinks(body)){
+        html += escapedLines(body.slice(cursor, link.start));
+        const href = escapeOutreachHtml(link.url);
+        html += `<a href="${href}">${href}</a>`;
+        cursor = link.end;
+    }
+    html += escapedLines(body.slice(cursor));
+    const src = escapeOutreachHtml(pixelUrl);
+    return '<!DOCTYPE html>\n<html>\n<head><meta charset="utf-8"></head>\n<body>\n' + `<div dir="auto">${html}</div>\n` + `<img src="${src}" width="1" height="1" alt="" style="display:block;width:1px;height:1px;border:0">\n` + '</body>\n</html>\n';
+}
+/*==========================================
+ * WHO OPENED: A PERSON, OR A MACHINE.
+ *
+ * The same judgement scanner clicks get (`./click-tracking.ts`), with the
+ * machines that fetch images rather than links:
+ *
+ * - **Apple Mail Privacy Protection** fetches every remote image of every
+ *   message through Apple's proxy when the message arrives, whether or not
+ *   anyone reads it. Its fetch names itself only as `Mozilla/5.0`.
+ * - **Yahoo's image proxy** fetches on the provider's behalf, and is set
+ *   apart as a proxy.
+ *
+ * Gmail's `GoogleImageProxy` is NOT a machine here. Gmail fetches through it
+ * only when the reader opens the message — it does not prefetch on delivery
+ * — so outside the delivery window its fetch is the reader's open, and
+ * setting it apart would leave the rate blind to every Gmail and Workspace
+ * reader. The proxy caches the image, so a reader's later opens may not
+ * arrive at all; the rate is taken over first opens per person either way.
+ * - **Gateways and scanners** that open the message to inspect it, which
+ *   name themselves as the click scanners do, or arrive within seconds of
+ *   delivery.
+ *
+ * Counted apart, never dropped: `machineOpens` beside `opens`, as
+ * `machineClicks` beside `clicks`.
+ *==========================================*/ /**
+ * How soon after a send an open is a machine's however it identifies
+ * itself — the click window's reasoning, for the same reason: a proxy or a
+ * gateway fetches as the message is delivered, and a person reading a cold
+ * email does not.
+ */ export const OUTREACH_OPEN_HUMAN_DELAY_MS = 30000;
+/** Image proxies that fetch on a mail provider's behalf, matched as substrings of the agent. */ const IMAGE_PROXY_AGENTS = [
+    'yahoomailproxy'
+];
+/**
+ * Gmail's image proxy, which fetches when the reader opens the message and
+ * so counts as their open — see the note above. It names itself in an agent
+ * the scanner list would otherwise match (`googleimageproxy`).
+ */ const GMAIL_PROXY_AGENTS = [
+    'googleimageproxy',
+    'ggpht.com'
+];
+/**
+ * The agent Apple's Mail Privacy Protection proxy sends: the bare product
+ * token, with no platform after it — which no browser or mail client that
+ * shows an image to a person sends.
+ */ const APPLE_PRIVACY_AGENT = 'mozilla/5.0';
+/** The reasons that are a mail provider's proxy rather than a scanner. */ export const OUTREACH_PROXY_OPEN_REASONS = [
+    'image_proxy',
+    'privacy_proxy'
+];
+/**
+ * Whether one fetch of a tracking image is a person's open.
+ *
+ * Read before the open is recorded, never before the image is answered:
+ * every fetch gets the same image.
+ *
+ * @param input.sinceSentMs Milliseconds between the send and this fetch, or
+ *   `null` when the send it belongs to could not be found.
+ */ export function judgeOutreachOpen(input) {
+    var _input_method, _input_userAgent;
+    const machine = (machineReason)=>({
+            human: false,
+            machineReason
+        });
+    if (String((_input_method = input.method) != null ? _input_method : '').toUpperCase() === 'HEAD') return machine('method');
+    const agent = String((_input_userAgent = input.userAgent) != null ? _input_userAgent : '').trim().toLowerCase();
+    if (!agent) return machine('agent');
+    if (IMAGE_PROXY_AGENTS.some((needle)=>agent.includes(needle))) return machine('image_proxy');
+    if (agent === APPLE_PRIVACY_AGENT) return machine('privacy_proxy');
+    const gmail = GMAIL_PROXY_AGENTS.some((needle)=>agent.includes(needle));
+    if (!gmail && OUTREACH_MACHINE_AGENTS.some((needle)=>agent.includes(needle))) return machine('agent');
+    // A fetch before its send is two clocks disagreeing, and read as a person's.
+    if (input.sinceSentMs !== null && input.sinceSentMs >= 0 && input.sinceSentMs < OUTREACH_OPEN_HUMAN_DELAY_MS) {
+        return machine('too_soon');
+    }
+    return {
+        human: true,
+        machineReason: null
+    };
+}
+
+//# sourceMappingURL=open-tracking.js.map

package/src/lib/engine/open-tracking.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/open-tracking.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 { OUTREACH_MACHINE_AGENTS, outreachBodyLinks } from './click-tracking'\n\n/*==========================================\n * OPENS, WHEN A SEQUENCE ASKS FOR THEM (AGL-3395).\n *\n * A sequence email is plain text, and a plain-text email cannot report an\n * open: an open is a fetch of an image, and an image needs an HTML part\n * (`./click-tracking.ts` says why that is the default). A sequence that\n * turns on \"Count opens\" accepts the cost of one, for the sends it makes\n * from then on.\n *\n * ## What the HTML part is\n *\n * The plain-text part is sent exactly as it would have been. The HTML part\n * beside it is the SAME TEXT — escaped, its line breaks as `<br>`, its bare\n * links made into anchors to the same address — with a 1×1 image at the end.\n * No styling, no layout, no second copy of anything: a client that shows\n * the HTML part shows what the plain-text part says, in the reader's own\n * font, and the image is the only thing the text does not carry.\n *\n * The image is a short link (AGL-3297) on the same host the clicks use, so\n * the email names no address a click does not already name.\n *\n * ## What it costs\n *\n * A one-to-one email from a person has no HTML part; one with a remote\n * image reads, to a filter, as marketing. Some gateways score it. That is\n * why the setting is per sequence, off by default, and said in the editor\n * where it is turned on.\n *==========================================*/\n\n/** Every character HTML gives a meaning to, as the entity that does not. */\nconst HTML_ESCAPES: Record<string, string> = {\n  '&': '&amp;',\n  '<': '&lt;',\n  '>': '&gt;',\n  '\"': '&quot;',\n  \"'\": '&#39;',\n}\n\n/** Text safe to place in HTML content or a double-quoted attribute. */\nexport function escapeOutreachHtml(value: string): string {\n  return String(value ?? '').replace(/[&<>\"']/g, (character) => HTML_ESCAPES[character] ?? character)\n}\n\n/** One run of text, escaped, with its line breaks as `<br>`. */\nconst escapedLines = (text: string): string =>\n  escapeOutreachHtml(text).replace(/\\r\\n|\\r|\\n/g, '<br>\\n')\n\n/**\n * The HTML part for a plain-text email and its tracking image.\n *\n * @param text The plain-text body as it is sent, footer included — so the\n *   HTML part carries the organization's identification and the way out\n *   word for word, and any link click tracking already rewrote stays the\n *   rewritten link.\n * @param pixelUrl The image's address. Written into a quoted attribute\n *   after escaping, so no value can close the attribute.\n */\nexport function outreachOpenTrackedHtml(text: string, pixelUrl: string): string {\n  const body = String(text ?? '')\n  let html = ''\n  let cursor = 0\n  // Linked by the same reader click tracking rewrites by, so a link the\n  // plain text offers is exactly a link the HTML offers.\n  for (const link of outreachBodyLinks(body)) {\n    html += escapedLines(body.slice(cursor, link.start))\n    const href = escapeOutreachHtml(link.url)\n    html += `<a href=\"${href}\">${href}</a>`\n    cursor = link.end\n  }\n  html += escapedLines(body.slice(cursor))\n  const src = escapeOutreachHtml(pixelUrl)\n  return (\n    '<!DOCTYPE html>\\n<html>\\n<head><meta charset=\"utf-8\"></head>\\n<body>\\n' +\n    `<div dir=\"auto\">${html}</div>\\n` +\n    `<img src=\"${src}\" width=\"1\" height=\"1\" alt=\"\" style=\"display:block;width:1px;height:1px;border:0\">\\n` +\n    '</body>\\n</html>\\n'\n  )\n}\n\n/*==========================================\n * WHO OPENED: A PERSON, OR A MACHINE.\n *\n * The same judgement scanner clicks get (`./click-tracking.ts`), with the\n * machines that fetch images rather than links:\n *\n * - **Apple Mail Privacy Protection** fetches every remote image of every\n *   message through Apple's proxy when the message arrives, whether or not\n *   anyone reads it. Its fetch names itself only as `Mozilla/5.0`.\n * - **Yahoo's image proxy** fetches on the provider's behalf, and is set\n *   apart as a proxy.\n *\n * Gmail's `GoogleImageProxy` is NOT a machine here. Gmail fetches through it\n * only when the reader opens the message — it does not prefetch on delivery\n * — so outside the delivery window its fetch is the reader's open, and\n * setting it apart would leave the rate blind to every Gmail and Workspace\n * reader. The proxy caches the image, so a reader's later opens may not\n * arrive at all; the rate is taken over first opens per person either way.\n * - **Gateways and scanners** that open the message to inspect it, which\n *   name themselves as the click scanners do, or arrive within seconds of\n *   delivery.\n *\n * Counted apart, never dropped: `machineOpens` beside `opens`, as\n * `machineClicks` beside `clicks`.\n *==========================================*/\n\n/**\n * How soon after a send an open is a machine's however it identifies\n * itself — the click window's reasoning, for the same reason: a proxy or a\n * gateway fetches as the message is delivered, and a person reading a cold\n * email does not.\n */\nexport const OUTREACH_OPEN_HUMAN_DELAY_MS = 30_000\n\n/** Image proxies that fetch on a mail provider's behalf, matched as substrings of the agent. */\nconst IMAGE_PROXY_AGENTS = ['yahoomailproxy']\n\n/**\n * Gmail's image proxy, which fetches when the reader opens the message and\n * so counts as their open — see the note above. It names itself in an agent\n * the scanner list would otherwise match (`googleimageproxy`).\n */\nconst GMAIL_PROXY_AGENTS = ['googleimageproxy', 'ggpht.com']\n\n/**\n * The agent Apple's Mail Privacy Protection proxy sends: the bare product\n * token, with no platform after it — which no browser or mail client that\n * shows an image to a person sends.\n */\nconst APPLE_PRIVACY_AGENT = 'mozilla/5.0'\n\n/** Why an open was read as a machine's. */\nexport type OutreachOpenMachineReason = 'agent' | 'too_soon' | 'method' | 'image_proxy' | 'privacy_proxy'\n\n/** The reasons that are a mail provider's proxy rather than a scanner. */\nexport const OUTREACH_PROXY_OPEN_REASONS: readonly OutreachOpenMachineReason[] = ['image_proxy', 'privacy_proxy']\n\n/** What one fetch of a tracking image was. */\nexport interface OutreachOpenJudgement {\n  /** Whether it counts toward the open rate. */\n  human: boolean\n  /** Why it does not; `null` when it does. */\n  machineReason: OutreachOpenMachineReason | null\n}\n\n/**\n * Whether one fetch of a tracking image is a person's open.\n *\n * Read before the open is recorded, never before the image is answered:\n * every fetch gets the same image.\n *\n * @param input.sinceSentMs Milliseconds between the send and this fetch, or\n *   `null` when the send it belongs to could not be found.\n */\nexport function judgeOutreachOpen(input: {\n  method: string\n  userAgent: string | null | undefined\n  sinceSentMs: number | null\n}): OutreachOpenJudgement {\n  const machine = (machineReason: OutreachOpenMachineReason): OutreachOpenJudgement => ({\n    human: false,\n    machineReason,\n  })\n  if (String(input.method ?? '').toUpperCase() === 'HEAD') return machine('method')\n  const agent = String(input.userAgent ?? '').trim().toLowerCase()\n  if (!agent) return machine('agent')\n  if (IMAGE_PROXY_AGENTS.some((needle) => agent.includes(needle))) return machine('image_proxy')\n  if (agent === APPLE_PRIVACY_AGENT) return machine('privacy_proxy')\n  const gmail = GMAIL_PROXY_AGENTS.some((needle) => agent.includes(needle))\n  if (!gmail && OUTREACH_MACHINE_AGENTS.some((needle) => agent.includes(needle))) return machine('agent')\n  // A fetch before its send is two clocks disagreeing, and read as a person's.\n  if (input.sinceSentMs !== null && input.sinceSentMs >= 0 && input.sinceSentMs < OUTREACH_OPEN_HUMAN_DELAY_MS) {\n    return machine('too_soon')\n  }\n  return { human: true, machineReason: null }\n}\n"],"names":["OUTREACH_MACHINE_AGENTS","outreachBodyLinks","HTML_ESCAPES","escapeOutreachHtml","value","String","replace","character","escapedLines","text","outreachOpenTrackedHtml","pixelUrl","body","html","cursor","link","slice","start","href","url","end","src","OUTREACH_OPEN_HUMAN_DELAY_MS","IMAGE_PROXY_AGENTS","GMAIL_PROXY_AGENTS","APPLE_PRIVACY_AGENT","OUTREACH_PROXY_OPEN_REASONS","judgeOutreachOpen","input","machine","machineReason","human","method","toUpperCase","agent","userAgent","trim","toLowerCase","some","needle","includes","gmail","sinceSentMs"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,uBAAuB,EAAEC,iBAAiB,QAAQ,sBAAkB;AAE7E;;;;;;;;;;;;;;;;;;;;;;;;;;;4CA2B4C,GAE5C,0EAA0E,GAC1E,MAAMC,eAAuC;IAC3C,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;AACP;AAEA,qEAAqE,GACrE,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAOC,OAAOD,gBAAAA,QAAS,IAAIE,OAAO,CAAC,YAAY,CAACC;YAAcL;gBAAAA,0BAAAA,YAAY,CAACK,UAAU,YAAvBL,0BAA2BK;;AAC3F;AAEA,8DAA8D,GAC9D,MAAMC,eAAe,CAACC,OACpBN,mBAAmBM,MAAMH,OAAO,CAAC,eAAe;AAElD;;;;;;;;;CASC,GACD,OAAO,SAASI,wBAAwBD,IAAY,EAAEE,QAAgB;IACpE,MAAMC,OAAOP,OAAOI,eAAAA,OAAQ;IAC5B,IAAII,OAAO;IACX,IAAIC,SAAS;IACb,sEAAsE;IACtE,uDAAuD;IACvD,KAAK,MAAMC,QAAQd,kBAAkBW,MAAO;QAC1CC,QAAQL,aAAaI,KAAKI,KAAK,CAACF,QAAQC,KAAKE,KAAK;QAClD,MAAMC,OAAOf,mBAAmBY,KAAKI,GAAG;QACxCN,QAAQ,CAAC,SAAS,EAAEK,KAAK,EAAE,EAAEA,KAAK,IAAI,CAAC;QACvCJ,SAASC,KAAKK,GAAG;IACnB;IACAP,QAAQL,aAAaI,KAAKI,KAAK,CAACF;IAChC,MAAMO,MAAMlB,mBAAmBQ;IAC/B,OACE,2EACA,CAAC,gBAAgB,EAAEE,KAAK,QAAQ,CAAC,GACjC,CAAC,UAAU,EAAEQ,IAAI,oFAAoF,CAAC,GACtG;AAEJ;AAEA;;;;;;;;;;;;;;;;;;;;;;;;4CAwB4C,GAE5C;;;;;CAKC,GACD,OAAO,MAAMC,+BAA+B,MAAM;AAElD,8FAA8F,GAC9F,MAAMC,qBAAqB;IAAC;CAAiB;AAE7C;;;;CAIC,GACD,MAAMC,qBAAqB;IAAC;IAAoB;CAAY;AAE5D;;;;CAIC,GACD,MAAMC,sBAAsB;AAK5B,wEAAwE,GACxE,OAAO,MAAMC,8BAAoE;IAAC;IAAe;CAAgB,CAAA;AAUjH;;;;;;;;CAQC,GACD,OAAO,SAASC,kBAAkBC,KAIjC;QAKYA,eACUA;IALrB,MAAMC,UAAU,CAACC,gBAAqE,CAAA;YACpFC,OAAO;YACPD;QACF,CAAA;IACA,IAAIzB,QAAOuB,gBAAAA,MAAMI,MAAM,YAAZJ,gBAAgB,IAAIK,WAAW,OAAO,QAAQ,OAAOJ,QAAQ;IACxE,MAAMK,QAAQ7B,QAAOuB,mBAAAA,MAAMO,SAAS,YAAfP,mBAAmB,IAAIQ,IAAI,GAAGC,WAAW;IAC9D,IAAI,CAACH,OAAO,OAAOL,QAAQ;IAC3B,IAAIN,mBAAmBe,IAAI,CAAC,CAACC,SAAWL,MAAMM,QAAQ,CAACD,UAAU,OAAOV,QAAQ;IAChF,IAAIK,UAAUT,qBAAqB,OAAOI,QAAQ;IAClD,MAAMY,QAAQjB,mBAAmBc,IAAI,CAAC,CAACC,SAAWL,MAAMM,QAAQ,CAACD;IACjE,IAAI,CAACE,SAASzC,wBAAwBsC,IAAI,CAAC,CAACC,SAAWL,MAAMM,QAAQ,CAACD,UAAU,OAAOV,QAAQ;IAC/F,6EAA6E;IAC7E,IAAID,MAAMc,WAAW,KAAK,QAAQd,MAAMc,WAAW,IAAI,KAAKd,MAAMc,WAAW,GAAGpB,8BAA8B;QAC5G,OAAOO,QAAQ;IACjB;IACA,OAAO;QAAEE,OAAO;QAAMD,eAAe;IAAK;AAC5C"}

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

@@ -141,6 +141,9 @@ const WEEKDAY_NAMES = [
         // Absent is off (AGL-3239). Every sequence written before the setting
         // existed reads as untracked, which is what it was.
         trackClicks: data['trackClicks'] === true,
+        // Absent is off (AGL-3395): a sequence stays plain text unless it asks
+        // for the HTML part, and every one written before the setting did not.
+        countOpens: data['countOpens'] === true,
         // Absent is off (AGL-3296): a sequence is one-to-one mail, and every
         // sequence written before the setting existed reads as headerless.
         // Read by the shared reader campaigns use too (AGL-3307), with the

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/sequence-validation.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * WHAT A SEQUENCE MAY BE (AGL-2979).\n *\n * One validator for the three readers that need it: the editor, which shows\n * every issue beside the field it belongs to; the route that saves, which\n * refuses a sequence with an error; and activation, which also refuses while\n * the organization's footer cannot be written. Each issue names its field by\n * a dotted path (`steps.2.subject`) and says what to do in a sentence.\n *\n * ERRORS AND WARNINGS. An error is a sequence the engine cannot send or the\n * rules forbid: a fifth email, a first email with no subject, a `Re:` on a\n * message that answers nothing. A warning is a sequence that sends and\n * probably is not what its author meant — a merge field nobody fills, a\n * first email that never uses the personal line the rep writes at\n * enrollment.\n *==========================================*/\n\nimport { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX } from '@aglyn/aglyn/app-utils/crm'\nimport { readListUnsubscribeSetting } from '@aglyn/shared-util-email/list-unsubscribe'\nimport {\n  CRM_MERGE_FIELDS,\n  type CrmMergeFieldGroup,\n  crmMergeFieldsIn,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { crmThreadSubject } from '@aglyn/aglyn/app-utils/crm-inbound'\nimport {\n  OUTREACH_DEFAULT_ALLOWED_COUNTRIES,\n  OUTREACH_MAX_EMAIL_STEPS,\n  OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS,\n  OUTREACH_MAX_STEPS,\n  OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS,\n  OUTREACH_TASK_KINDS,\n  type OutreachEmailStep,\n  type OutreachOrgSettings,\n  type OutreachSendWindow,\n  type OutreachSequence,\n  type OutreachSequenceSettings,\n  type OutreachSequenceStep,\n} from '../model/outreach.types'\nimport { outreachBodyLinks } from './click-tracking'\n\n/** The merge field the rep's signal sentence is written into a step with. */\nexport const OUTREACH_PERSONAL_LINE_FIELD = 'enrollment.personalLine'\n\n/** A merge field as the Outreach editor's picker offers it. */\nexport interface OutreachMergeFieldDefinition {\n  key: string\n  label: string\n  group: CrmMergeFieldGroup | 'Enrollment'\n}\n\n/**\n * Every field an Outreach step may use: the CRM's, which the composer fills\n * through the CRM's own resolver, and the enrollment's.\n */\nexport const OUTREACH_MERGE_FIELDS: readonly OutreachMergeFieldDefinition[] = [\n  ...CRM_MERGE_FIELDS,\n  { key: OUTREACH_PERSONAL_LINE_FIELD, label: 'Personal line', group: 'Enrollment' },\n]\n\n/** The longest name a sequence carries. */\nexport const OUTREACH_SEQUENCE_NAME_MAX = 120\n\n/** The longest title a task step carries. */\nexport const OUTREACH_TASK_TITLE_MAX = 200\n\nexport type OutreachValidationSeverity = 'error' | 'warning'\n\nexport type OutreachValidationCode =\n  | 'name_required'\n  | 'name_too_long'\n  | 'mailbox_required'\n  | 'steps_required'\n  | 'too_many_steps'\n  | 'too_many_email_steps'\n  | 'step_id_required'\n  | 'duplicate_step_id'\n  | 'unknown_step_kind'\n  | 'delay_invalid'\n  | 'subject_required'\n  | 'subject_too_long'\n  | 'subject_reply_prefix'\n  | 'body_required'\n  | 'body_and_template'\n  | 'body_too_long'\n  | 'unknown_merge_field'\n  | 'personal_line_unused'\n  | 'task_kind_invalid'\n  | 'task_title_required'\n  | 'task_title_too_long'\n  | 'window_days_invalid'\n  | 'window_hours_invalid'\n  | 'countries_required'\n  | 'country_invalid'\n  | 'legal_name_required'\n  | 'postal_address_required'\n  | 'too_many_links'\n  | 'discount_language'\n  | 'not_plain_text'\n\nexport interface OutreachValidationIssue {\n  /** The field, dotted: `name`, `steps.2.subject`, `settings.window`, `orgSettings.postalAddress`. */\n  path: string\n  code: OutreachValidationCode\n  message: string\n  severity: OutreachValidationSeverity\n}\n\n/** Whether any issue in the list stops a save or an activation. */\nexport function hasOutreachValidationErrors(\n  issues: readonly OutreachValidationIssue[],\n): boolean {\n  return issues.some((issue) => issue.severity === 'error')\n}\n\nconst error = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'error' })\n\nconst warning = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'warning' })\n\nconst asText = (value: unknown): string => (typeof value === 'string' ? value : '')\n\nconst isEmailStep = (step: OutreachSequenceStep | null | undefined): step is OutreachEmailStep =>\n  step?.kind === 'email'\n\n/** The index of the first email step, or `-1` for a sequence with none. */\nexport function firstEmailStepIndex(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n): number {\n  return (steps ?? []).findIndex(isEmailStep)\n}\n\n/**\n * Whether the email at `index` is sent as a reply in the thread an earlier\n * email started: every email after the first unless it says otherwise. The\n * first email starts the thread whatever its `replyInThread` says.\n */\nexport function isInThreadEmailStep(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  index: number,\n): boolean {\n  const step = steps?.[index]\n  if (!isEmailStep(step)) return false\n  const first = firstEmailStepIndex(steps)\n  return index > first && step.replyInThread !== false\n}\n\n/**\n * Whether a subject opens with a reply or forward prefix — `Re:`, `Fwd:`,\n * `AW:` — which on an email that answers nothing tells the recipient a\n * conversation exists that does not. The prefixes are the CRM thread\n * reader's, so the two agree on what one looks like.\n */\nexport function outreachSubjectHasReplyPrefix(subject: unknown): boolean {\n  const collapsed = asText(subject).replace(/\\s+/g, ' ').trim()\n  return collapsed !== '' && crmThreadSubject(collapsed) !== collapsed.slice(0, CRM_EMAIL_SUBJECT_MAX)\n}\n\nconst WEEKDAY_NAMES = ['Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thursday', 'Friday', 'Saturday']\n\n/** A sending window's shape: at least one weekday, and an opening before a close. */\nexport function validateOutreachSendWindow(\n  window: OutreachSendWindow | null | undefined,\n  path = 'window',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const days = Array.isArray(window?.days) ? window.days : []\n  const daysValid =\n    days.length > 0 &&\n    days.every((day) => Number.isInteger(day) && day >= 0 && day < WEEKDAY_NAMES.length) &&\n    new Set(days).size === days.length\n  if (!daysValid) {\n    issues.push(\n      error(`${path}.days`, 'window_days_invalid', 'Pick at least one day of the week to send on.'),\n    )\n  }\n  const start = window?.startMinute\n  const end = window?.endMinute\n  const hoursValid =\n    Number.isInteger(start) &&\n    Number.isInteger(end) &&\n    start >= 0 &&\n    end <= 24 * 60 &&\n    start < end\n  if (!hoursValid) {\n    issues.push(\n      error(\n        path,\n        'window_hours_invalid',\n        'The sending hours need a start time before the end time, within one day.',\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * The allowed countries, as stored or typed, reduced to unique uppercase\n * alpha-2 codes in the order given. Anything that is not two letters is\n * dropped, so a caller that needs to report it checks the raw value.\n */\nexport function normalizeOutreachAllowedCountries(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  const codes: string[] = []\n  for (const entry of value) {\n    const code = asText(entry).trim().toUpperCase()\n    if (/^[A-Z]{2}$/.test(code) && !codes.includes(code)) codes.push(code)\n  }\n  return codes\n}\n\n/**\n * A stored settings map with the defaults applied: the United States alone,\n * no customers, the mailbox's own window. A field a writer never set reads\n * as its default rather than as a permission nobody gave.\n */\nexport function readOutreachSequenceSettings(\n  raw: Partial<OutreachSequenceSettings> | Record<string, unknown> | null | undefined,\n): OutreachSequenceSettings {\n  const data = (raw ?? {}) as Record<string, unknown>\n  const countries = normalizeOutreachAllowedCountries(data['allowedCountries'])\n  const window = data['window'] as OutreachSendWindow | null | undefined\n  return {\n    window: window && typeof window === 'object' ? window : null,\n    allowedCountries: Array.isArray(data['allowedCountries'])\n      ? countries\n      : [...OUTREACH_DEFAULT_ALLOWED_COUNTRIES],\n    allowCustomers: data['allowCustomers'] === true,\n    // Absent is off (AGL-3239). Every sequence written before the setting\n    // existed reads as untracked, which is what it was.\n    trackClicks: data['trackClicks'] === true,\n    // Absent is off (AGL-3296): a sequence is one-to-one mail, and every\n    // sequence written before the setting existed reads as headerless.\n    // Read by the shared reader campaigns use too (AGL-3307), with the\n    // sequence's own default.\n    listUnsubscribe: readListUnsubscribeSetting(data['listUnsubscribe'], false),\n  }\n}\n\nexport function validateOutreachSequenceSettings(\n  settings: OutreachSequenceSettings | null | undefined,\n  path = 'settings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (settings?.window) {\n    issues.push(...validateOutreachSendWindow(settings.window, `${path}.window`))\n  }\n  const raw = Array.isArray(settings?.allowedCountries) ? settings.allowedCountries : []\n  if (!raw.length) {\n    issues.push(\n      error(\n        `${path}.allowedCountries`,\n        'countries_required',\n        'Choose at least one country this sequence may send to.',\n      ),\n    )\n  }\n  raw.forEach((entry, index) => {\n    if (!/^[A-Z]{2}$/.test(asText(entry))) {\n      issues.push(\n        error(\n          `${path}.allowedCountries.${index}`,\n          'country_invalid',\n          `\"${asText(entry)}\" isn't a two-letter country code, like US.`,\n        ),\n      )\n    }\n  })\n  return issues\n}\n\nconst KNOWN_MERGE_FIELDS = new Set(OUTREACH_MERGE_FIELDS.map((field) => field.key))\n\nfunction mergeFieldWarnings(text: string, path: string): OutreachValidationIssue[] {\n  return crmMergeFieldsIn(text)\n    .filter((key) => !KNOWN_MERGE_FIELDS.has(key))\n    .map((key) =>\n      warning(\n        path,\n        'unknown_merge_field',\n        `{{${key}}} isn't a merge field, so it will be sent empty.`,\n      ),\n    )\n}\n\nfunction delayIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachSequenceStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const delay = step.delayBusinessDays\n  const followsAnEmail = isEmailStep(step) && index > firstEmailStepIndex(steps)\n  const min = followsAnEmail ? OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS : 0\n  if (Number.isInteger(delay) && delay >= min && delay <= OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS) {\n    return []\n  }\n  const message =\n    min > 0\n      ? `Wait ${min}–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this email.`\n      : `Wait 0–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this step.`\n  return [error(`${path}.delayBusinessDays`, 'delay_invalid', message)]\n}\n\nfunction emailStepIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachEmailStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const first = firstEmailStepIndex(steps) === index\n  const startsThread = !isInThreadEmailStep(steps, index)\n  const subject = asText(step.subject)\n  if (startsThread) {\n    if (!subject.trim()) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_required',\n          first\n            ? 'The first email needs a subject.'\n            : 'An email that starts a new thread needs a subject.',\n        ),\n      )\n    } else if (outreachSubjectHasReplyPrefix(subject)) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_reply_prefix',\n          'Remove the \"Re:\" or \"Fwd:\" — this email starts a conversation, it doesn\\'t answer one.',\n        ),\n      )\n    }\n    if (subject.length > CRM_EMAIL_SUBJECT_MAX) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_too_long',\n          `Keep the subject under ${CRM_EMAIL_SUBJECT_MAX} characters.`,\n        ),\n      )\n    }\n    issues.push(...mergeFieldWarnings(subject, `${path}.subject`))\n  }\n  const body = asText(step.body)\n  const templateId = asText(step.templateId).trim()\n  if (body.trim() && templateId) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_and_template',\n        'Write the email here or pick a template, not both.',\n      ),\n    )\n  } else if (!body.trim() && !templateId) {\n    issues.push(error(`${path}.body`, 'body_required', 'Write the email, or pick a template.'))\n  }\n  if (body.length > CRM_EMAIL_BODY_MAX) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_too_long',\n        `Keep the email under ${CRM_EMAIL_BODY_MAX.toLocaleString('en-US')} characters.`,\n      ),\n    )\n  }\n  if (body.trim()) {\n    issues.push(...mergeFieldWarnings(body, `${path}.body`))\n    if (first && !crmMergeFieldsIn(body).includes(OUTREACH_PERSONAL_LINE_FIELD)) {\n      issues.push(\n        warning(\n          `${path}.body`,\n          'personal_line_unused',\n          `The first email doesn't use {{${OUTREACH_PERSONAL_LINE_FIELD}}}, so the line written for each person won't appear.`,\n        ),\n      )\n    }\n  }\n  return issues\n}\n\n/** The steps of a sequence: their count, their ids, and each one's own fields. */\nexport function validateOutreachSteps(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  path = 'steps',\n): OutreachValidationIssue[] {\n  const list = Array.isArray(steps) ? steps : []\n  const issues: OutreachValidationIssue[] = []\n  if (!list.length) {\n    issues.push(error(path, 'steps_required', 'Add at least one step.'))\n    return issues\n  }\n  if (list.length > OUTREACH_MAX_STEPS) {\n    issues.push(\n      error(path, 'too_many_steps', `A sequence holds at most ${OUTREACH_MAX_STEPS} steps.`),\n    )\n  }\n  const emailCount = list.filter(isEmailStep).length\n  if (emailCount > OUTREACH_MAX_EMAIL_STEPS) {\n    issues.push(\n      error(\n        path,\n        'too_many_email_steps',\n        `A sequence sends at most ${OUTREACH_MAX_EMAIL_STEPS} emails to one person.`,\n      ),\n    )\n  }\n  const seen = new Set<string>()\n  list.forEach((step, index) => {\n    const stepPath = `${path}.${index}`\n    const id = asText(step?.id).trim()\n    if (!id) {\n      issues.push(error(`${stepPath}.id`, 'step_id_required', 'Every step needs an id.'))\n    } else if (seen.has(id)) {\n      issues.push(error(`${stepPath}.id`, 'duplicate_step_id', 'Two steps share an id.'))\n    }\n    seen.add(id)\n    if (isEmailStep(step)) {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      issues.push(...emailStepIssues(list, step, index, stepPath))\n    } else if (step?.kind === 'task') {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      if (!(OUTREACH_TASK_KINDS as readonly string[]).includes(step.taskKind)) {\n        issues.push(\n          error(`${stepPath}.taskKind`, 'task_kind_invalid', 'Pick LinkedIn, Call or To-do.'),\n        )\n      }\n      const title = asText(step.title)\n      if (!title.trim()) {\n        issues.push(error(`${stepPath}.title`, 'task_title_required', 'Give the task a title.'))\n      } else if (title.length > OUTREACH_TASK_TITLE_MAX) {\n        issues.push(\n          error(\n            `${stepPath}.title`,\n            'task_title_too_long',\n            `Keep the title under ${OUTREACH_TASK_TITLE_MAX} characters.`,\n          ),\n        )\n      }\n    } else {\n      issues.push(\n        error(stepPath, 'unknown_step_kind', 'A step is an email or a task.'),\n      )\n    }\n  })\n  return issues\n}\n\n/** Everything a stored sequence has to be before it may be saved. */\nexport function validateOutreachSequence(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const name = asText(sequence?.name)\n  if (!name.trim()) {\n    issues.push(error('name', 'name_required', 'Name the sequence.'))\n  } else if (name.length > OUTREACH_SEQUENCE_NAME_MAX) {\n    issues.push(\n      error('name', 'name_too_long', `Keep the name under ${OUTREACH_SEQUENCE_NAME_MAX} characters.`),\n    )\n  }\n  const steps = sequence?.steps ?? []\n  if (steps.some(isEmailStep) && !asText(sequence?.mailboxId).trim()) {\n    issues.push(\n      error('mailboxId', 'mailbox_required', 'Choose the mailbox this sequence sends from.'),\n    )\n  }\n  issues.push(...validateOutreachSteps(steps))\n  issues.push(...validateOutreachSequenceSettings(sequence?.settings))\n  return issues\n}\n\n/*==========================================\n * A CURATED STEP (AGL-3324).\n *\n * One person's own copy of a step is held to everything a step is held to —\n * a subject where the email starts a thread, a body, the lengths, the merge\n * fields — and to the outbound playbook's rules the sequence editor trusts\n * its author with but an AI draft cannot be trusted with: one link at most,\n * list price only, plain text. Each is an ERROR: a draft that breaks one is\n * refused rather than stored, whoever wrote it.\n *==========================================*/\n\n/**\n * Words the playbook keeps out of every message: a discount, a coupon, a\n * cohort, a slot count, a deadline. Matched on word boundaries, so \"count\"\n * and \"expired domain\" pass and \"coupon\" and \"20% off\" do not.\n */\nconst DISCOUNT_LANGUAGE =\n  /\\b(discounts?|discounted|coupons?|promo(?:tional)?\\s+codes?|promo\\b|vouchers?|\\d+\\s*%\\s*off|percent\\s+off|money\\s+off|special\\s+offer|limited[-\\s]time|expires?\\s+(?:on|at|in|soon|today|tomorrow)|deadline|(?:only|last|first)\\s+\\d+\\s+(?:spots?|slots?|seats?|places?)|cohorts?)\\b/i\n\n/** Markup a plain-text email would show as typed: bold stars, a markdown link, a heading line. */\nconst MARKDOWN = /\\*\\*[^*\\n]+\\*\\*|\\[[^\\]\\n]+\\]\\([^)\\s]+\\)|^#{1,6}\\s|<\\/?[a-z][^>]*>/im\n\nexport interface OutreachCuratedStepInput {\n  /** The subject, when the copy carries one. Read only where the email starts a thread. */\n  subject?: string | null\n  body?: string | null\n  /** Whether the email this copy is for starts a thread — `!isInThreadEmailStep`. */\n  startsThread: boolean\n}\n\n/** Everything one person's copy of a step has to be before it may be stored — see the section note. */\nexport function validateOutreachCuratedStep(\n  input: OutreachCuratedStepInput,\n  path = 'override',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const subject = asText(input.subject)\n  if (input.startsThread && input.subject !== undefined && input.subject !== null) {\n    if (!subject.trim()) {\n      issues.push(error(`${path}.subject`, 'subject_required', 'This email starts a thread, so it needs a subject.'))\n    } else if (outreachSubjectHasReplyPrefix(subject)) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_reply_prefix',\n          'Remove the \"Re:\" or \"Fwd:\" — this email starts a conversation, it doesn\\'t answer one.',\n        ),\n      )\n    }\n    if (subject.length > CRM_EMAIL_SUBJECT_MAX) {\n      issues.push(\n        error(`${path}.subject`, 'subject_too_long', `Keep the subject under ${CRM_EMAIL_SUBJECT_MAX} characters.`),\n      )\n    }\n    if (DISCOUNT_LANGUAGE.test(subject)) {\n      issues.push(\n        error(`${path}.subject`, 'discount_language', 'The subject offers a discount or a deadline. List price only.'),\n      )\n    }\n    issues.push(...mergeFieldWarnings(subject, `${path}.subject`))\n  }\n  const body = asText(input.body)\n  if (!body.trim()) {\n    issues.push(error(`${path}.body`, 'body_required', 'Write the email.'))\n    return issues\n  }\n  if (body.length > CRM_EMAIL_BODY_MAX) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_too_long',\n        `Keep the email under ${CRM_EMAIL_BODY_MAX.toLocaleString('en-US')} characters.`,\n      ),\n    )\n  }\n  const links = outreachBodyLinks(body)\n  if (links.length > 1) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'too_many_links',\n        `This email carries ${links.length} links. A sequence email carries one at most.`,\n      ),\n    )\n  }\n  if (DISCOUNT_LANGUAGE.test(body)) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'discount_language',\n        'This email offers a discount, a coupon, a cohort, a slot count or a deadline. List price only.',\n      ),\n    )\n  }\n  if (MARKDOWN.test(body)) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'not_plain_text',\n        'This email carries markup — bold stars, a markdown link or a heading — which a plain-text email shows as typed.',\n      ),\n    )\n  }\n  issues.push(...mergeFieldWarnings(body, `${path}.body`))\n  return issues\n}\n\n/**\n * The organization's footer fields: a legal name and a postal address, the\n * two things the law requires every commercial email to carry.\n */\nexport function validateOutreachOrgSettings(\n  settings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n  path = 'orgSettings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (!asText(settings?.legalName).trim()) {\n    issues.push(\n      error(\n        `${path}.legalName`,\n        'legal_name_required',\n        \"Add your organization's legal name in Sequences settings. It goes in every email's footer.\",\n      ),\n    )\n  }\n  if (!asText(settings?.postalAddress).trim()) {\n    issues.push(\n      error(\n        `${path}.postalAddress`,\n        'postal_address_required',\n        \"Add your organization's postal address in Sequences settings. The law requires one in every sales email.\",\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * What activating a sequence refuses on: every issue saving refuses on, and\n * an organization whose footer cannot be written yet.\n */\nexport function validateOutreachSequenceActivation(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n  orgSettings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n): OutreachValidationIssue[] {\n  return [...validateOutreachSequence(sequence), 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/sequence-validation.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * WHAT A SEQUENCE MAY BE (AGL-2979).\n *\n * One validator for the three readers that need it: the editor, which shows\n * every issue beside the field it belongs to; the route that saves, which\n * refuses a sequence with an error; and activation, which also refuses while\n * the organization's footer cannot be written. Each issue names its field by\n * a dotted path (`steps.2.subject`) and says what to do in a sentence.\n *\n * ERRORS AND WARNINGS. An error is a sequence the engine cannot send or the\n * rules forbid: a fifth email, a first email with no subject, a `Re:` on a\n * message that answers nothing. A warning is a sequence that sends and\n * probably is not what its author meant — a merge field nobody fills, a\n * first email that never uses the personal line the rep writes at\n * enrollment.\n *==========================================*/\n\nimport { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX } from '@aglyn/aglyn/app-utils/crm'\nimport { readListUnsubscribeSetting } from '@aglyn/shared-util-email/list-unsubscribe'\nimport {\n  CRM_MERGE_FIELDS,\n  type CrmMergeFieldGroup,\n  crmMergeFieldsIn,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { crmThreadSubject } from '@aglyn/aglyn/app-utils/crm-inbound'\nimport {\n  OUTREACH_DEFAULT_ALLOWED_COUNTRIES,\n  OUTREACH_MAX_EMAIL_STEPS,\n  OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS,\n  OUTREACH_MAX_STEPS,\n  OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS,\n  OUTREACH_TASK_KINDS,\n  type OutreachEmailStep,\n  type OutreachOrgSettings,\n  type OutreachSendWindow,\n  type OutreachSequence,\n  type OutreachSequenceSettings,\n  type OutreachSequenceStep,\n} from '../model/outreach.types'\nimport { outreachBodyLinks } from './click-tracking'\n\n/** The merge field the rep's signal sentence is written into a step with. */\nexport const OUTREACH_PERSONAL_LINE_FIELD = 'enrollment.personalLine'\n\n/** A merge field as the Outreach editor's picker offers it. */\nexport interface OutreachMergeFieldDefinition {\n  key: string\n  label: string\n  group: CrmMergeFieldGroup | 'Enrollment'\n}\n\n/**\n * Every field an Outreach step may use: the CRM's, which the composer fills\n * through the CRM's own resolver, and the enrollment's.\n */\nexport const OUTREACH_MERGE_FIELDS: readonly OutreachMergeFieldDefinition[] = [\n  ...CRM_MERGE_FIELDS,\n  { key: OUTREACH_PERSONAL_LINE_FIELD, label: 'Personal line', group: 'Enrollment' },\n]\n\n/** The longest name a sequence carries. */\nexport const OUTREACH_SEQUENCE_NAME_MAX = 120\n\n/** The longest title a task step carries. */\nexport const OUTREACH_TASK_TITLE_MAX = 200\n\nexport type OutreachValidationSeverity = 'error' | 'warning'\n\nexport type OutreachValidationCode =\n  | 'name_required'\n  | 'name_too_long'\n  | 'mailbox_required'\n  | 'steps_required'\n  | 'too_many_steps'\n  | 'too_many_email_steps'\n  | 'step_id_required'\n  | 'duplicate_step_id'\n  | 'unknown_step_kind'\n  | 'delay_invalid'\n  | 'subject_required'\n  | 'subject_too_long'\n  | 'subject_reply_prefix'\n  | 'body_required'\n  | 'body_and_template'\n  | 'body_too_long'\n  | 'unknown_merge_field'\n  | 'personal_line_unused'\n  | 'task_kind_invalid'\n  | 'task_title_required'\n  | 'task_title_too_long'\n  | 'window_days_invalid'\n  | 'window_hours_invalid'\n  | 'countries_required'\n  | 'country_invalid'\n  | 'legal_name_required'\n  | 'postal_address_required'\n  | 'too_many_links'\n  | 'discount_language'\n  | 'not_plain_text'\n\nexport interface OutreachValidationIssue {\n  /** The field, dotted: `name`, `steps.2.subject`, `settings.window`, `orgSettings.postalAddress`. */\n  path: string\n  code: OutreachValidationCode\n  message: string\n  severity: OutreachValidationSeverity\n}\n\n/** Whether any issue in the list stops a save or an activation. */\nexport function hasOutreachValidationErrors(\n  issues: readonly OutreachValidationIssue[],\n): boolean {\n  return issues.some((issue) => issue.severity === 'error')\n}\n\nconst error = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'error' })\n\nconst warning = (\n  path: string,\n  code: OutreachValidationCode,\n  message: string,\n): OutreachValidationIssue => ({ path, code, message, severity: 'warning' })\n\nconst asText = (value: unknown): string => (typeof value === 'string' ? value : '')\n\nconst isEmailStep = (step: OutreachSequenceStep | null | undefined): step is OutreachEmailStep =>\n  step?.kind === 'email'\n\n/** The index of the first email step, or `-1` for a sequence with none. */\nexport function firstEmailStepIndex(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n): number {\n  return (steps ?? []).findIndex(isEmailStep)\n}\n\n/**\n * Whether the email at `index` is sent as a reply in the thread an earlier\n * email started: every email after the first unless it says otherwise. The\n * first email starts the thread whatever its `replyInThread` says.\n */\nexport function isInThreadEmailStep(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  index: number,\n): boolean {\n  const step = steps?.[index]\n  if (!isEmailStep(step)) return false\n  const first = firstEmailStepIndex(steps)\n  return index > first && step.replyInThread !== false\n}\n\n/**\n * Whether a subject opens with a reply or forward prefix — `Re:`, `Fwd:`,\n * `AW:` — which on an email that answers nothing tells the recipient a\n * conversation exists that does not. The prefixes are the CRM thread\n * reader's, so the two agree on what one looks like.\n */\nexport function outreachSubjectHasReplyPrefix(subject: unknown): boolean {\n  const collapsed = asText(subject).replace(/\\s+/g, ' ').trim()\n  return collapsed !== '' && crmThreadSubject(collapsed) !== collapsed.slice(0, CRM_EMAIL_SUBJECT_MAX)\n}\n\nconst WEEKDAY_NAMES = ['Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thursday', 'Friday', 'Saturday']\n\n/** A sending window's shape: at least one weekday, and an opening before a close. */\nexport function validateOutreachSendWindow(\n  window: OutreachSendWindow | null | undefined,\n  path = 'window',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const days = Array.isArray(window?.days) ? window.days : []\n  const daysValid =\n    days.length > 0 &&\n    days.every((day) => Number.isInteger(day) && day >= 0 && day < WEEKDAY_NAMES.length) &&\n    new Set(days).size === days.length\n  if (!daysValid) {\n    issues.push(\n      error(`${path}.days`, 'window_days_invalid', 'Pick at least one day of the week to send on.'),\n    )\n  }\n  const start = window?.startMinute\n  const end = window?.endMinute\n  const hoursValid =\n    Number.isInteger(start) &&\n    Number.isInteger(end) &&\n    start >= 0 &&\n    end <= 24 * 60 &&\n    start < end\n  if (!hoursValid) {\n    issues.push(\n      error(\n        path,\n        'window_hours_invalid',\n        'The sending hours need a start time before the end time, within one day.',\n      ),\n    )\n  }\n  return issues\n}\n\n/**\n * The allowed countries, as stored or typed, reduced to unique uppercase\n * alpha-2 codes in the order given. Anything that is not two letters is\n * dropped, so a caller that needs to report it checks the raw value.\n */\nexport function normalizeOutreachAllowedCountries(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  const codes: string[] = []\n  for (const entry of value) {\n    const code = asText(entry).trim().toUpperCase()\n    if (/^[A-Z]{2}$/.test(code) && !codes.includes(code)) codes.push(code)\n  }\n  return codes\n}\n\n/**\n * A stored settings map with the defaults applied: the United States alone,\n * no customers, the mailbox's own window. A field a writer never set reads\n * as its default rather than as a permission nobody gave.\n */\nexport function readOutreachSequenceSettings(\n  raw: Partial<OutreachSequenceSettings> | Record<string, unknown> | null | undefined,\n): OutreachSequenceSettings {\n  const data = (raw ?? {}) as Record<string, unknown>\n  const countries = normalizeOutreachAllowedCountries(data['allowedCountries'])\n  const window = data['window'] as OutreachSendWindow | null | undefined\n  return {\n    window: window && typeof window === 'object' ? window : null,\n    allowedCountries: Array.isArray(data['allowedCountries'])\n      ? countries\n      : [...OUTREACH_DEFAULT_ALLOWED_COUNTRIES],\n    allowCustomers: data['allowCustomers'] === true,\n    // Absent is off (AGL-3239). Every sequence written before the setting\n    // existed reads as untracked, which is what it was.\n    trackClicks: data['trackClicks'] === true,\n    // Absent is off (AGL-3395): a sequence stays plain text unless it asks\n    // for the HTML part, and every one written before the setting did not.\n    countOpens: data['countOpens'] === true,\n    // Absent is off (AGL-3296): a sequence is one-to-one mail, and every\n    // sequence written before the setting existed reads as headerless.\n    // Read by the shared reader campaigns use too (AGL-3307), with the\n    // sequence's own default.\n    listUnsubscribe: readListUnsubscribeSetting(data['listUnsubscribe'], false),\n  }\n}\n\nexport function validateOutreachSequenceSettings(\n  settings: OutreachSequenceSettings | null | undefined,\n  path = 'settings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (settings?.window) {\n    issues.push(...validateOutreachSendWindow(settings.window, `${path}.window`))\n  }\n  const raw = Array.isArray(settings?.allowedCountries) ? settings.allowedCountries : []\n  if (!raw.length) {\n    issues.push(\n      error(\n        `${path}.allowedCountries`,\n        'countries_required',\n        'Choose at least one country this sequence may send to.',\n      ),\n    )\n  }\n  raw.forEach((entry, index) => {\n    if (!/^[A-Z]{2}$/.test(asText(entry))) {\n      issues.push(\n        error(\n          `${path}.allowedCountries.${index}`,\n          'country_invalid',\n          `\"${asText(entry)}\" isn't a two-letter country code, like US.`,\n        ),\n      )\n    }\n  })\n  return issues\n}\n\nconst KNOWN_MERGE_FIELDS = new Set(OUTREACH_MERGE_FIELDS.map((field) => field.key))\n\nfunction mergeFieldWarnings(text: string, path: string): OutreachValidationIssue[] {\n  return crmMergeFieldsIn(text)\n    .filter((key) => !KNOWN_MERGE_FIELDS.has(key))\n    .map((key) =>\n      warning(\n        path,\n        'unknown_merge_field',\n        `{{${key}}} isn't a merge field, so it will be sent empty.`,\n      ),\n    )\n}\n\nfunction delayIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachSequenceStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const delay = step.delayBusinessDays\n  const followsAnEmail = isEmailStep(step) && index > firstEmailStepIndex(steps)\n  const min = followsAnEmail ? OUTREACH_MIN_EMAIL_FOLLOW_UP_BUSINESS_DAYS : 0\n  if (Number.isInteger(delay) && delay >= min && delay <= OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS) {\n    return []\n  }\n  const message =\n    min > 0\n      ? `Wait ${min}–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this email.`\n      : `Wait 0–${OUTREACH_MAX_STEP_DELAY_BUSINESS_DAYS} business days before this step.`\n  return [error(`${path}.delayBusinessDays`, 'delay_invalid', message)]\n}\n\nfunction emailStepIssues(\n  steps: readonly OutreachSequenceStep[],\n  step: OutreachEmailStep,\n  index: number,\n  path: string,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const first = firstEmailStepIndex(steps) === index\n  const startsThread = !isInThreadEmailStep(steps, index)\n  const subject = asText(step.subject)\n  if (startsThread) {\n    if (!subject.trim()) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_required',\n          first\n            ? 'The first email needs a subject.'\n            : 'An email that starts a new thread needs a subject.',\n        ),\n      )\n    } else if (outreachSubjectHasReplyPrefix(subject)) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_reply_prefix',\n          'Remove the \"Re:\" or \"Fwd:\" — this email starts a conversation, it doesn\\'t answer one.',\n        ),\n      )\n    }\n    if (subject.length > CRM_EMAIL_SUBJECT_MAX) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_too_long',\n          `Keep the subject under ${CRM_EMAIL_SUBJECT_MAX} characters.`,\n        ),\n      )\n    }\n    issues.push(...mergeFieldWarnings(subject, `${path}.subject`))\n  }\n  const body = asText(step.body)\n  const templateId = asText(step.templateId).trim()\n  if (body.trim() && templateId) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_and_template',\n        'Write the email here or pick a template, not both.',\n      ),\n    )\n  } else if (!body.trim() && !templateId) {\n    issues.push(error(`${path}.body`, 'body_required', 'Write the email, or pick a template.'))\n  }\n  if (body.length > CRM_EMAIL_BODY_MAX) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_too_long',\n        `Keep the email under ${CRM_EMAIL_BODY_MAX.toLocaleString('en-US')} characters.`,\n      ),\n    )\n  }\n  if (body.trim()) {\n    issues.push(...mergeFieldWarnings(body, `${path}.body`))\n    if (first && !crmMergeFieldsIn(body).includes(OUTREACH_PERSONAL_LINE_FIELD)) {\n      issues.push(\n        warning(\n          `${path}.body`,\n          'personal_line_unused',\n          `The first email doesn't use {{${OUTREACH_PERSONAL_LINE_FIELD}}}, so the line written for each person won't appear.`,\n        ),\n      )\n    }\n  }\n  return issues\n}\n\n/** The steps of a sequence: their count, their ids, and each one's own fields. */\nexport function validateOutreachSteps(\n  steps: readonly OutreachSequenceStep[] | null | undefined,\n  path = 'steps',\n): OutreachValidationIssue[] {\n  const list = Array.isArray(steps) ? steps : []\n  const issues: OutreachValidationIssue[] = []\n  if (!list.length) {\n    issues.push(error(path, 'steps_required', 'Add at least one step.'))\n    return issues\n  }\n  if (list.length > OUTREACH_MAX_STEPS) {\n    issues.push(\n      error(path, 'too_many_steps', `A sequence holds at most ${OUTREACH_MAX_STEPS} steps.`),\n    )\n  }\n  const emailCount = list.filter(isEmailStep).length\n  if (emailCount > OUTREACH_MAX_EMAIL_STEPS) {\n    issues.push(\n      error(\n        path,\n        'too_many_email_steps',\n        `A sequence sends at most ${OUTREACH_MAX_EMAIL_STEPS} emails to one person.`,\n      ),\n    )\n  }\n  const seen = new Set<string>()\n  list.forEach((step, index) => {\n    const stepPath = `${path}.${index}`\n    const id = asText(step?.id).trim()\n    if (!id) {\n      issues.push(error(`${stepPath}.id`, 'step_id_required', 'Every step needs an id.'))\n    } else if (seen.has(id)) {\n      issues.push(error(`${stepPath}.id`, 'duplicate_step_id', 'Two steps share an id.'))\n    }\n    seen.add(id)\n    if (isEmailStep(step)) {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      issues.push(...emailStepIssues(list, step, index, stepPath))\n    } else if (step?.kind === 'task') {\n      issues.push(...delayIssues(list, step, index, stepPath))\n      if (!(OUTREACH_TASK_KINDS as readonly string[]).includes(step.taskKind)) {\n        issues.push(\n          error(`${stepPath}.taskKind`, 'task_kind_invalid', 'Pick LinkedIn, Call or To-do.'),\n        )\n      }\n      const title = asText(step.title)\n      if (!title.trim()) {\n        issues.push(error(`${stepPath}.title`, 'task_title_required', 'Give the task a title.'))\n      } else if (title.length > OUTREACH_TASK_TITLE_MAX) {\n        issues.push(\n          error(\n            `${stepPath}.title`,\n            'task_title_too_long',\n            `Keep the title under ${OUTREACH_TASK_TITLE_MAX} characters.`,\n          ),\n        )\n      }\n    } else {\n      issues.push(\n        error(stepPath, 'unknown_step_kind', 'A step is an email or a task.'),\n      )\n    }\n  })\n  return issues\n}\n\n/** Everything a stored sequence has to be before it may be saved. */\nexport function validateOutreachSequence(\n  sequence: Pick<OutreachSequence, 'name' | 'mailboxId' | 'steps' | 'settings'> | null | undefined,\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const name = asText(sequence?.name)\n  if (!name.trim()) {\n    issues.push(error('name', 'name_required', 'Name the sequence.'))\n  } else if (name.length > OUTREACH_SEQUENCE_NAME_MAX) {\n    issues.push(\n      error('name', 'name_too_long', `Keep the name under ${OUTREACH_SEQUENCE_NAME_MAX} characters.`),\n    )\n  }\n  const steps = sequence?.steps ?? []\n  if (steps.some(isEmailStep) && !asText(sequence?.mailboxId).trim()) {\n    issues.push(\n      error('mailboxId', 'mailbox_required', 'Choose the mailbox this sequence sends from.'),\n    )\n  }\n  issues.push(...validateOutreachSteps(steps))\n  issues.push(...validateOutreachSequenceSettings(sequence?.settings))\n  return issues\n}\n\n/*==========================================\n * A CURATED STEP (AGL-3324).\n *\n * One person's own copy of a step is held to everything a step is held to —\n * a subject where the email starts a thread, a body, the lengths, the merge\n * fields — and to the outbound playbook's rules the sequence editor trusts\n * its author with but an AI draft cannot be trusted with: one link at most,\n * list price only, plain text. Each is an ERROR: a draft that breaks one is\n * refused rather than stored, whoever wrote it.\n *==========================================*/\n\n/**\n * Words the playbook keeps out of every message: a discount, a coupon, a\n * cohort, a slot count, a deadline. Matched on word boundaries, so \"count\"\n * and \"expired domain\" pass and \"coupon\" and \"20% off\" do not.\n */\nconst DISCOUNT_LANGUAGE =\n  /\\b(discounts?|discounted|coupons?|promo(?:tional)?\\s+codes?|promo\\b|vouchers?|\\d+\\s*%\\s*off|percent\\s+off|money\\s+off|special\\s+offer|limited[-\\s]time|expires?\\s+(?:on|at|in|soon|today|tomorrow)|deadline|(?:only|last|first)\\s+\\d+\\s+(?:spots?|slots?|seats?|places?)|cohorts?)\\b/i\n\n/** Markup a plain-text email would show as typed: bold stars, a markdown link, a heading line. */\nconst MARKDOWN = /\\*\\*[^*\\n]+\\*\\*|\\[[^\\]\\n]+\\]\\([^)\\s]+\\)|^#{1,6}\\s|<\\/?[a-z][^>]*>/im\n\nexport interface OutreachCuratedStepInput {\n  /** The subject, when the copy carries one. Read only where the email starts a thread. */\n  subject?: string | null\n  body?: string | null\n  /** Whether the email this copy is for starts a thread — `!isInThreadEmailStep`. */\n  startsThread: boolean\n}\n\n/** Everything one person's copy of a step has to be before it may be stored — see the section note. */\nexport function validateOutreachCuratedStep(\n  input: OutreachCuratedStepInput,\n  path = 'override',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  const subject = asText(input.subject)\n  if (input.startsThread && input.subject !== undefined && input.subject !== null) {\n    if (!subject.trim()) {\n      issues.push(error(`${path}.subject`, 'subject_required', 'This email starts a thread, so it needs a subject.'))\n    } else if (outreachSubjectHasReplyPrefix(subject)) {\n      issues.push(\n        error(\n          `${path}.subject`,\n          'subject_reply_prefix',\n          'Remove the \"Re:\" or \"Fwd:\" — this email starts a conversation, it doesn\\'t answer one.',\n        ),\n      )\n    }\n    if (subject.length > CRM_EMAIL_SUBJECT_MAX) {\n      issues.push(\n        error(`${path}.subject`, 'subject_too_long', `Keep the subject under ${CRM_EMAIL_SUBJECT_MAX} characters.`),\n      )\n    }\n    if (DISCOUNT_LANGUAGE.test(subject)) {\n      issues.push(\n        error(`${path}.subject`, 'discount_language', 'The subject offers a discount or a deadline. List price only.'),\n      )\n    }\n    issues.push(...mergeFieldWarnings(subject, `${path}.subject`))\n  }\n  const body = asText(input.body)\n  if (!body.trim()) {\n    issues.push(error(`${path}.body`, 'body_required', 'Write the email.'))\n    return issues\n  }\n  if (body.length > CRM_EMAIL_BODY_MAX) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'body_too_long',\n        `Keep the email under ${CRM_EMAIL_BODY_MAX.toLocaleString('en-US')} characters.`,\n      ),\n    )\n  }\n  const links = outreachBodyLinks(body)\n  if (links.length > 1) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'too_many_links',\n        `This email carries ${links.length} links. A sequence email carries one at most.`,\n      ),\n    )\n  }\n  if (DISCOUNT_LANGUAGE.test(body)) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'discount_language',\n        'This email offers a discount, a coupon, a cohort, a slot count or a deadline. List price only.',\n      ),\n    )\n  }\n  if (MARKDOWN.test(body)) {\n    issues.push(\n      error(\n        `${path}.body`,\n        'not_plain_text',\n        'This email carries markup — bold stars, a markdown link or a heading — which a plain-text email shows as typed.',\n      ),\n    )\n  }\n  issues.push(...mergeFieldWarnings(body, `${path}.body`))\n  return issues\n}\n\n/**\n * The organization's footer fields: a legal name and a postal address, the\n * two things the law requires every commercial email to carry.\n */\nexport function validateOutreachOrgSettings(\n  settings: Pick<OutreachOrgSettings, 'legalName' | 'postalAddress'> | null | undefined,\n  path = 'orgSettings',\n): OutreachValidationIssue[] {\n  const issues: OutreachValidationIssue[] = []\n  if (!asText(settings?.legalName).trim()) {\n    issues.push(\n      error(\n        `${path}.legalName`,\n        'legal_name_required',\n        \"Add your organization's legal name in Sequences settings. It goes in every email's footer.\",\n      ),\n    )\n  }\n  if (!asText(settings?.postalAddress).trim()) {\n    issues.push(\n      error(\n        `${path}.postalAddress`,\n        'postal_address_required',\n        \"Add your organization's postal address in Sequences settings. 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package/src/lib/model/enrollment-engagement.d.ts

@@ -29,6 +29,12 @@ import { type OutreachEnrollmentEngagement } from './outreach.types';
  * the common case rather than the edge one.
  */
 export declare function readOutreachEngagement(raw: unknown): Required<OutreachEnrollmentEngagement>;
+/**
+ * How many rows one enrollment's history holds for its clicks and opens:
+ * what the writers compare with `OUTREACH_ENROLLMENT_HISTORY_MAX` before
+ * adding another.
+ */
+export declare function outreachLoggedEngagementRows(engagement: Required<OutreachEnrollmentEngagement>): number;
 /**
  * What the enrollments table and the detail view say about one person's
  * clicks (AGL-3332), from the engagement alone.

package/src/lib/model/enrollment-engagement.js

@@ -35,6 +35,8 @@
     const ms = (value)=>typeof value === 'number' && Number.isFinite(value) ? value : null;
     const clicks = count(data['clicks']);
     const machineClicks = count(data['machineClicks']);
+    const opens = count(data['opens']);
+    const machineOpens = count(data['machineOpens']);
     const links = Array.isArray(data['links']) ? [
         ...new Set(data['links'].filter((entry)=>typeof entry === 'string' && entry !== ''))
     ] : [];
@@ -48,9 +50,23 @@
         // Never more than the totals they are part of: a history row is written
         // in the same transaction as the count it itemizes.
         loggedClicks: Math.min(count(data['loggedClicks']), clicks),
-        loggedMachineClicks: Math.min(count(data['loggedMachineClicks']), machineClicks)
+        loggedMachineClicks: Math.min(count(data['loggedMachineClicks']), machineClicks),
+        // Opens (AGL-3395): absent on every enrollment of a sequence that does
+        // not count them, and read as none.
+        opens,
+        firstOpenAtMs: ms(data['firstOpenAtMs']),
+        lastOpenAtMs: ms(data['lastOpenAtMs']),
+        machineOpens,
+        loggedOpens: Math.min(count(data['loggedOpens']), opens + machineOpens)
     };
 }
+/**
+ * How many rows one enrollment's history holds for its clicks and opens:
+ * what the writers compare with `OUTREACH_ENROLLMENT_HISTORY_MAX` before
+ * adding another.
+ */ export function outreachLoggedEngagementRows(engagement) {
+    return engagement.loggedClicks + engagement.loggedMachineClicks + engagement.loggedOpens;
+}
 export function outreachClickSummary(raw) {
     const engagement = readOutreachEngagement(raw);
     const followed = [