@aglyn/plugins-outreach 1.0.0-beta.217 → 1.0.0-beta.219

package/src/lib/model/enrollment-timeline.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/model/enrollment-timeline.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 * EVERYTHING THAT HAPPENED TO ONE PERSON IN ONE SEQUENCE (AGL-3332).\n *\n * The enrollment's detail view is one list, newest first, and this builds\n * it from what is stored — the enrollment itself, and its history rows —\n * without inventing anything that is not:\n *\n * - **Each send** is a step record: the step, the time, the subject as\n *   sent, and whether it went out as the person's curated copy.\n * - **Each click** is a history row: the destination, the step whose email\n *   carried it, and a person's or a scanner's. Clicks from before the\n *   history began exist only as totals, and are ONE row saying so — never\n *   a row per click, which would be a fabrication with a timestamp on it.\n * - **Each member's act** — pause, resume, stop, do-not-contact — is a\n *   history row with who and why. An enrollment holds only its current\n *   stop, so the row is the only record of a pause that was resumed.\n * - **The current stop** — a reply, a bounce, an opt-out, a hold — comes\n *   from the enrollment's own fields, with its full reason, unless a\n *   history row already says it.\n * - **The gateway hold** (AGL-3326), and its release.\n * - **The enrollment**, with who enrolled them, and each curated step.\n *\n * Client-safe and free of React: the view renders these entries, and the\n * spec reads them.\n *=========================================*/\n\nimport type { OutreachClickMachineReason } from '../engine/click-tracking'\nimport type { OutreachOpenMachineReason } from '../engine/open-tracking'\nimport { OUTREACH_MAIL_GATEWAY_LABELS, type OutreachMailGateway } from '../engine/mail-gateway'\nimport {\n  outreachClickSummary,\n  outreachLoggedEngagementRows,\n  readOutreachEngagement,\n} from './enrollment-engagement'\nimport {\n  OUTREACH_ENROLLMENT_HISTORY_MAX,\n  OUTREACH_TASK_KIND_LABELS,\n  type OutreachEnrollment,\n  type OutreachEnrollmentHistoryEntry,\n  type OutreachHistoryAction,\n  type OutreachSequenceStep,\n  type OutreachStepRecord,\n} from './outreach.types'\n\n/** What kind of thing an entry is, which the view draws an icon for. */\nexport type OutreachTimelineKind =\n  | 'enrolled'\n  | 'curated'\n  | 'sent'\n  | 'task'\n  | 'click'\n  | 'scanner'\n  | 'earlier-clicks'\n  | 'open'\n  | 'machine-open'\n  | 'paused'\n  | 'resumed'\n  | 'stopped'\n  | 'do-not-contact'\n  | 'replied'\n  | 'bounced'\n  | 'opted-out'\n  | 'held'\n  | 'released'\n  | 'failed'\n  | 'finished'\n\n/** How loudly the view draws an entry. */\nexport type OutreachTimelineTone = 'default' | 'success' | 'info' | 'warning' | 'error'\n\n/** One line of the timeline. */\nexport interface OutreachTimelineEntry {\n  /** Stable across renders, for React and for a spec. */\n  key: string\n  kind: OutreachTimelineKind\n  atMs: number\n  /** What happened, in a few words. */\n  title: string\n  /** The one fact that matters most, shown in full: a subject, a reason, a diagnostic. */\n  detail?: string | null\n  /** The rest, each short: the step, who, a scanner's reason. */\n  facts: string[]\n  /** A destination the person followed, shown whole and linkable. */\n  url?: string | null\n  /** What `url` is, when it is not simply \"the link they followed\". */\n  urlLabel?: string\n  /** The Gmail thread this entry opened, for an \"Open in Gmail\" link. */\n  gmailThreadId?: string | null\n  tone: OutreachTimelineTone\n}\n\nexport interface OutreachTimelineInput {\n  enrollment: OutreachEnrollment\n  steps: readonly OutreachSequenceStep[]\n  /** The history rows, newest or oldest first; `null` while unread or unreadable. */\n  history: readonly OutreachEnrollmentHistoryEntry[] | null\n  /** A member's name for a stored uid; the uid itself when the roster does not know it. */\n  memberName: (uid: string) => string\n  /** A moment as the reader reads it — in the mailbox's zone. */\n  formatTime: (ms: number) => string\n  /** The mail gateway in front of the person's domain, when it is known. */\n  gateway?: OutreachMailGateway | null\n}\n\n/** \"Email 2 · step 3\" for an email step, \"Step 2 · Call\" for a task, \"Step 4\" for one the sequence no longer has. */\nexport function outreachStepName(steps: readonly OutreachSequenceStep[], stepIndex: number): string {\n  const step = steps[stepIndex]\n  if (step?.kind === 'email') {\n    const position = steps.slice(0, stepIndex + 1).filter((entry) => entry.kind === 'email').length\n    return `Email ${position} · step ${stepIndex + 1}`\n  }\n  if (step?.kind === 'task') return `Step ${stepIndex + 1} · ${OUTREACH_TASK_KIND_LABELS[step.taskKind]}`\n  return `Step ${stepIndex + 1}`\n}\n\n/** Why a click was read as a scanner's, as the timeline says it. */\nexport const OUTREACH_MACHINE_REASON_LABELS: Record<OutreachClickMachineReason, string> = {\n  agent: 'the request named itself as a scanner or a link preview',\n  too_soon: 'it came within 30 seconds of the email arriving, faster than anyone reads',\n  method: 'it checked the link without opening the page',\n}\n\n/** Why a fetch of the tracking image was not counted as an open (AGL-3395). */\nexport const OUTREACH_OPEN_MACHINE_REASON_LABELS: Record<OutreachOpenMachineReason, string> = {\n  agent: 'the request named itself as a scanner or a preview',\n  too_soon: 'it came within 30 seconds of the email arriving, faster than anyone reads',\n  method: 'it checked the image without loading it',\n  image_proxy: 'Yahoo’s image proxy fetched it, which it does whether or not the person reads it',\n  privacy_proxy: 'Apple Mail’s privacy protection fetched it as the email arrived',\n}\n\nconst ACTION_TITLES: Record<OutreachHistoryAction, string> = {\n  pause: 'Paused',\n  resume: 'Resumed',\n  stop: 'Stopped by a member',\n  do_not_contact: 'Marked do-not-contact',\n}\nconst ACTION_KINDS: Record<OutreachHistoryAction, OutreachTimelineKind> = {\n  pause: 'paused',\n  resume: 'resumed',\n  stop: 'stopped',\n  do_not_contact: 'do-not-contact',\n}\n\n/** Which of two entries at the same moment reads first: the outcome above what led to it. */\nconst TIE_ORDER: Record<OutreachTimelineKind, number> = {\n  finished: 0,\n  replied: 1,\n  bounced: 1,\n  'opted-out': 1,\n  failed: 1,\n  stopped: 2,\n  'do-not-contact': 2,\n  paused: 2,\n  held: 2,\n  released: 3,\n  resumed: 3,\n  click: 4,\n  scanner: 4,\n  'earlier-clicks': 4,\n  open: 4,\n  'machine-open': 4,\n  task: 5,\n  sent: 5,\n  curated: 6,\n  enrolled: 7,\n}\n\nconst plural = (count: number, one: string, many: string) => `${count} ${count === 1 ? one : many}`\nconst byWhom = (uid: string | null | undefined, memberName: (uid: string) => string) =>\n  uid ? `By ${memberName(uid)}` : null\n\n/** The step records that are emails, in the order they went. */\nfunction emailRecords(enrollment: OutreachEnrollment): OutreachStepRecord[] {\n  return (enrollment.stepRecords ?? []).filter((record) => record?.kind === 'email')\n}\n\n/**\n * The timeline, newest first — see the module note.\n */\nexport function outreachEnrollmentTimeline(input: OutreachTimelineInput): OutreachTimelineEntry[] {\n  const { enrollment, steps, memberName } = input\n  const entries: OutreachTimelineEntry[] = []\n  const history = input.history ?? []\n  const gatewayName = input.gateway ? OUTREACH_MAIL_GATEWAY_LABELS[input.gateway] : null\n\n  // ── The enrollment ──────────────────────────────────────────────────────\n  if (enrollment.createdAtMs) {\n    entries.push({\n      key: 'enrolled',\n      kind: 'enrolled',\n      atMs: enrollment.createdAtMs,\n      title: 'Enrolled',\n      facts: [\n        byWhom(enrollment.enrolledByUid, memberName),\n        enrollment.target === 'lead' ? 'As a lead' : 'As a contact',\n        enrollment.cold ? 'Cold — confirmed by the member who enrolled them' : null,\n      ].filter((fact): fact is string => Boolean(fact)),\n      tone: 'default',\n    })\n  }\n\n  // ── Curated copies (AGL-3324) ───────────────────────────────────────────\n  for (const [key, override] of Object.entries(enrollment.stepOverrides ?? {})) {\n    if (!override.draftedAtMs) continue\n    entries.push({\n      key: `curated-${key}`,\n      kind: 'curated',\n      atMs: override.draftedAtMs,\n      title: `Curated ${outreachStepName(steps, Number(key))}`,\n      facts: [\n        override.source === 'ai' ? (override.edited ? 'AI draft, edited' : 'AI draft') : 'Written by a member',\n        byWhom(override.draftedByUid, memberName),\n      ].filter((fact): fact is string => Boolean(fact)),\n      tone: 'default',\n    })\n  }\n\n  // ── Sends and tasks ─────────────────────────────────────────────────────\n  let previousThread: string | null = null\n  ;(enrollment.stepRecords ?? []).forEach((record, index) => {\n    if (!record || typeof record.atMs !== 'number') return\n    if (record.kind === 'task') {\n      const step = steps.find((entry) => entry.id === record.stepId) ?? steps[record.stepIndex]\n      entries.push({\n        key: `task-${index}`,\n        kind: 'task',\n        atMs: record.atMs,\n        title:\n          step?.kind === 'task'\n            ? `${OUTREACH_TASK_KIND_LABELS[step.taskKind]} task filed`\n            : 'Task filed',\n        detail: step?.kind === 'task' ? step.title : null,\n        facts: [\n          outreachStepName(steps, record.stepIndex),\n          record.taskId === null ? 'The CRM could not file it' : null,\n        ].filter((fact): fact is string => Boolean(fact)),\n        tone: 'default',\n      })\n      return\n    }\n    const thread = record.gmailThreadId ?? null\n    // The link to Gmail sits on the email that STARTED a thread, once.\n    const startsThread = Boolean(thread) && thread !== previousThread\n    previousThread = thread ?? previousThread\n    entries.push({\n      key: `sent-${index}`,\n      kind: 'sent',\n      atMs: record.atMs,\n      title: `${outreachStepName(steps, record.stepIndex)} sent`,\n      detail: record.subject ? `Subject: ${record.subject}` : null,\n      facts: [\n        record.curated === 'ai'\n          ? 'Curated copy — AI draft'\n          : record.curated === 'member'\n            ? 'Curated copy — written by a member'\n            : null,\n        record.links?.length ? plural(record.links.length, 'tracked link', 'tracked links') : null,\n        record.openTracked ? 'Tracking image' : null,\n      ].filter((fact): fact is string => Boolean(fact)),\n      gmailThreadId: startsThread ? thread : null,\n      tone: 'default',\n    })\n  })\n\n  // ── Clicks ──────────────────────────────────────────────────────────────\n  for (const row of history) {\n    if (row.kind !== 'click') continue\n    entries.push(\n      row.human\n        ? {\n            key: `history-${row.id}`,\n            kind: 'click',\n            atMs: row.atMs,\n            title: 'Clicked a link',\n            url: row.url,\n            facts: [`From ${outreachStepName(steps, row.stepIndex)}`],\n            tone: 'success',\n          }\n        : {\n            key: `history-${row.id}`,\n            kind: 'scanner',\n            atMs: row.atMs,\n            title: 'A scanner followed a link — not counted',\n            url: row.url,\n            facts: [\n              `From ${outreachStepName(steps, row.stepIndex)}`,\n              row.machineReason ? `Read as a scanner: ${OUTREACH_MACHINE_REASON_LABELS[row.machineReason]}` : null,\n            ].filter((fact): fact is string => Boolean(fact)),\n            tone: 'default',\n          },\n    )\n  }\n\n  // ── Opens (AGL-3395) ────────────────────────────────────────────────────\n  for (const row of history) {\n    if (row.kind !== 'open') continue\n    entries.push(\n      row.human\n        ? {\n            key: `history-${row.id}`,\n            kind: 'open',\n            atMs: row.atMs,\n            title: 'Opened an email',\n            facts: [`${outreachStepName(steps, row.stepIndex)}`],\n            tone: 'info',\n          }\n        : {\n            key: `history-${row.id}`,\n            kind: 'machine-open',\n            atMs: row.atMs,\n            title: 'The tracking image was fetched by a machine — not counted',\n            facts: [\n              outreachStepName(steps, row.stepIndex),\n              row.machineReason ? `Read as a machine: ${OUTREACH_OPEN_MACHINE_REASON_LABELS[row.machineReason]}` : null,\n            ].filter((fact): fact is string => Boolean(fact)),\n            tone: 'default',\n          },\n    )\n  }\n\n  /*\n   * Clicks with no row of their own: counted before the per-click history\n   * began, or past its limit. ONE entry, placed at the first of them when\n   * that is known, saying what the totals hold and nothing more.\n   */\n  const clicks = outreachClickSummary(enrollment.engagement)\n  const engagement = enrollment.engagement\n  if (clicks.unloggedClicks > 0 || clicks.unloggedMachineClicks > 0) {\n    const everyHumanUnlogged = clicks.unloggedClicks === clicks.clicks\n    const loggedRows = outreachLoggedEngagementRows(readOutreachEngagement(enrollment.engagement))\n    const facts: string[] = []\n    const first = engagement?.firstClickAtMs ?? null\n    const last = engagement?.lastClickAtMs ?? null\n    if (clicks.unloggedClicks > 0 && first !== null && everyHumanUnlogged && last !== null) {\n      facts.push(\n        clicks.unloggedClicks === 1\n          ? `At ${input.formatTime(first)}`\n          : first === last\n            ? `First and last at ${input.formatTime(first)}`\n            : `First at ${input.formatTime(first)}, last at ${input.formatTime(last)}`,\n      )\n    } else if (clicks.unloggedClicks > 0 && first !== null) {\n      // Later clicks have rows of their own, so only the first is one of these.\n      facts.push(`First at ${input.formatTime(first)}`)\n    }\n    if (clicks.unloggedMachineClicks > 0) {\n      facts.push(plural(clicks.unloggedMachineClicks, 'scanner click, not counted', 'scanner clicks, not counted'))\n    }\n    entries.push({\n      key: 'earlier-clicks',\n      kind: 'earlier-clicks',\n      atMs:\n        (clicks.unloggedClicks > 0 ? engagement?.firstClickAtMs : null) ??\n        engagement?.lastClickAtMs ??\n        emailRecords(enrollment)[0]?.atMs ??\n        enrollment.createdAtMs,\n      title:\n        clicks.unloggedClicks > 0\n          ? `${plural(clicks.unloggedClicks, 'earlier click', 'earlier clicks')}, kept as a total`\n          : `${plural(clicks.unloggedMachineClicks, 'earlier scanner click', 'earlier scanner clicks')}, kept as a total`,\n      detail:\n        loggedRows >= OUTREACH_ENROLLMENT_HISTORY_MAX\n          ? `Each click is listed on its own up to ${OUTREACH_ENROLLMENT_HISTORY_MAX}; these came before per-click history began, or after this person reached that limit.`\n          : 'These came before each click was recorded on its own, so only their count and times were kept.',\n      // The last destination is theirs only when every counted click was.\n      url: clicks.unloggedClicks > 0 && everyHumanUnlogged ? (engagement?.lastClickUrl ?? null) : null,\n      urlLabel: clicks.unloggedClicks === 1 ? 'Link' : 'Last link',\n      facts,\n      tone: clicks.unloggedClicks > 0 ? 'success' : 'default',\n    })\n  }\n\n  // ── Members' acts ───────────────────────────────────────────────────────\n  const actionTimes = new Set<number>()\n  for (const row of history) {\n    if (row.kind !== 'action') continue\n    actionTimes.add(row.atMs)\n    const released =\n      row.action === 'resume' && enrollment.gatewayHold?.releasedAtMs === row.atMs\n    if (released) continue\n    entries.push({\n      key: `history-${row.id}`,\n      kind: ACTION_KINDS[row.action],\n      atMs: row.atMs,\n      title: ACTION_TITLES[row.action],\n      detail: row.detail,\n      facts: [byWhom(row.byUid, memberName)].filter((fact): fact is string => Boolean(fact)),\n      tone: row.action === 'resume' ? 'default' : row.action === 'pause' ? 'warning' : 'default',\n    })\n  }\n\n  // ── The gateway hold (AGL-3326) ─────────────────────────────────────────\n  const hold = enrollment.gatewayHold\n  const holdGateway = hold ? OUTREACH_MAIL_GATEWAY_LABELS[hold.gateway] : null\n  if (hold?.heldAtMs) {\n    entries.push({\n      key: 'held',\n      kind: 'held',\n      atMs: hold.heldAtMs,\n      title: `Held — ${holdGateway} refused this sender`,\n      detail:\n        enrollment.stopReason === 'gateway_blocked_here' && enrollment.stoppedAtMs === hold.heldAtMs\n          ? enrollment.stopDetail\n          : null,\n      facts: ['Nothing was sent to them while it was held'],\n      tone: 'warning',\n    })\n  }\n  if (hold?.releasedAtMs) {\n    entries.push({\n      key: 'released',\n      kind: 'released',\n      atMs: hold.releasedAtMs,\n      title: hold.heldAtMs\n        ? `Resumed past the ${holdGateway} hold — sent anyway`\n        : `Enrolled past the ${holdGateway} warning`,\n      facts: [byWhom(hold.releasedByUid, memberName)].filter((fact): fact is string => Boolean(fact)),\n      tone: 'default',\n    })\n  }\n\n  // ── The current stop, from the enrollment ───────────────────────────────\n  const stoppedAtMs = enrollment.stoppedAtMs\n  const alreadySaid =\n    stoppedAtMs !== null &&\n    (actionTimes.has(stoppedAtMs) ||\n      (enrollment.stopReason === 'gateway_blocked_here' && hold?.heldAtMs === stoppedAtMs))\n  if (stoppedAtMs && !alreadySaid && enrollment.status !== 'active' && enrollment.status !== 'finished') {\n    const stop = currentStop(enrollment, memberName, gatewayName)\n    if (stop) entries.push({ key: 'stop', atMs: stoppedAtMs, ...stop })\n  }\n\n  // ── Finished ────────────────────────────────────────────────────────────\n  if (enrollment.status === 'finished') {\n    const last = (enrollment.stepRecords ?? []).at(-1)\n    entries.push({\n      key: 'finished',\n      kind: 'finished',\n      atMs: last?.atMs ?? enrollment.updatedAtMs,\n      title: 'Finished — every step ran',\n      facts: [],\n      tone: 'success',\n    })\n  }\n\n  return entries.sort((a, b) => b.atMs - a.atMs || TIE_ORDER[a.kind] - TIE_ORDER[b.kind])\n}\n\n/** The entry for the stop the enrollment is in now. */\nfunction currentStop(\n  enrollment: OutreachEnrollment,\n  memberName: (uid: string) => string,\n  gatewayName: string | null,\n): Omit<OutreachTimelineEntry, 'key' | 'atMs'> | null {\n  const detail = enrollment.stopDetail\n  const by = byWhom(enrollment.stoppedByUid, memberName)\n  const facts = (...values: Array<string | null>) => values.filter((fact): fact is string => Boolean(fact))\n  switch (enrollment.stopReason) {\n    case 'reply':\n      return {\n        kind: 'replied',\n        title: 'Replied',\n        detail,\n        facts: ['The sequence stopped for them'],\n        gmailThreadId: enrollment.gmailThreadId ?? enrollment.gmailThreadIds.at(-1) ?? null,\n        tone: 'info',\n      }\n    case 'hard_bounce':\n      return {\n        kind: 'bounced',\n        title: 'Bounced',\n        detail,\n        facts: facts(gatewayName ? `Their mail gateway: ${gatewayName}` : null, 'The address is on the do-not-contact list'),\n        tone: 'error',\n      }\n    case 'opt_out_reply':\n      return { kind: 'opted-out', title: 'Asked not to be emailed, in a reply', detail, facts: [], tone: 'warning' }\n    case 'unsubscribe':\n      return { kind: 'opted-out', title: 'Unsubscribed', detail, facts: [], tone: 'warning' }\n    case 'do_not_contact':\n      return { kind: 'do-not-contact', title: 'Put on the do-not-contact list', detail, facts: facts(by), tone: 'warning' }\n    case 'manual':\n      return enrollment.status === 'paused'\n        ? { kind: 'paused', title: 'Paused', detail, facts: facts(by), tone: 'warning' }\n        : { kind: 'stopped', title: 'Stopped by a member', detail, facts: facts(by), tone: 'default' }\n    case 'gate':\n      return { kind: 'stopped', title: 'Stopped — no longer eligible', detail, facts: [], tone: 'default' }\n    case 'sequence_archived':\n      return { kind: 'stopped', title: 'Stopped — the sequence was archived', detail, facts: [], tone: 'default' }\n    case 'gateway_blocked_here':\n      return { kind: 'held', title: 'Held — their mail gateway refused this sender', detail, facts: [], tone: 'warning' }\n    case 'send_failed':\n      return { kind: 'failed', title: 'An email couldn’t be sent', detail, facts: [], tone: 'error' }\n    default:\n      return null\n  }\n}\n\n/** The five figures above the timeline. */\nexport interface OutreachEnrollmentFigures {\n  emailsSent: number\n  clicks: number\n  /** Distinct destinations followed; `atLeast` when only a floor is known. */\n  linksFollowed: { count: number; atLeast: boolean }\n  scannerClicks: number\n  /** Opens judged theirs, and the image fetches that were a machine's (AGL-3395). */\n  opens: number\n  machineOpens: number\n  replies: number\n  /** Whether anything has happened to them beyond being enrolled. */\n  anything: boolean\n}\n\nexport function outreachEnrollmentFigures(enrollment: OutreachEnrollment): OutreachEnrollmentFigures {\n  const clicks = outreachClickSummary(enrollment.engagement)\n  const engagement = readOutreachEngagement(enrollment.engagement)\n  const emailsSent = emailRecords(enrollment).length\n  const replies =\n    enrollment.status === 'replied' || enrollment.stopReason === 'reply' || enrollment.stopReason === 'opt_out_reply'\n      ? 1\n      : 0\n  return {\n    emailsSent,\n    clicks: clicks.clicks,\n    linksFollowed:\n      clicks.linkCount === null\n        ? { count: clicks.followed.length, atLeast: true }\n        : { count: clicks.linkCount, atLeast: clicks.linksCapped },\n    scannerClicks: clicks.machineClicks,\n    opens: engagement.opens,\n    machineOpens: engagement.machineOpens,\n    replies,\n    anything:\n      emailsSent > 0 ||\n      (enrollment.stepRecords ?? []).length > 0 ||\n      clicks.clicks > 0 ||\n      clicks.machineClicks > 0 ||\n      engagement.opens > 0 ||\n      engagement.machineOpens > 0 ||\n      enrollment.stoppedAtMs !== null,\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/model/enrollment-timeline.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 * EVERYTHING THAT HAPPENED TO ONE PERSON IN ONE SEQUENCE (AGL-3332).\n *\n * The enrollment's detail view is one list, newest first, and this builds\n * it from what is stored — the enrollment itself, and its history rows —\n * without inventing anything that is not:\n *\n * - **Each send** is a step record: the step, the time, the subject as\n *   sent, and whether it went out as the person's curated copy.\n * - **Each click** is a history row: the destination, the step whose email\n *   carried it, and a person's or a scanner's. Clicks from before the\n *   history began exist only as totals, and are ONE row saying so — never\n *   a row per click, which would be a fabrication with a timestamp on it.\n * - **Each member's act** — pause, resume, stop, do-not-contact — is a\n *   history row with who and why. An enrollment holds only its current\n *   stop, so the row is the only record of a pause that was resumed.\n * - **The current stop** — a reply, a bounce, an opt-out, a hold — comes\n *   from the enrollment's own fields, with its full reason, unless a\n *   history row already says it.\n * - **The gateway hold** (AGL-3326), and its release.\n * - **The enrollment**, with who enrolled them, and each curated step.\n * - **The steps it skipped** (AGL-3228), when it began past the first: one\n *   entry naming them, never a \"sent\" — nothing of ours went out for them.\n *\n * Client-safe and free of React: the view renders these entries, and the\n * spec reads them.\n *=========================================*/\n\nimport type { OutreachClickMachineReason } from '../engine/click-tracking'\nimport type { OutreachOpenMachineReason } from '../engine/open-tracking'\nimport { OUTREACH_MAIL_GATEWAY_LABELS, type OutreachMailGateway } from '../engine/mail-gateway'\nimport {\n  outreachClickSummary,\n  outreachLoggedEngagementRows,\n  readOutreachEngagement,\n} from './enrollment-engagement'\nimport {\n  OUTREACH_ENROLLMENT_HISTORY_MAX,\n  OUTREACH_TASK_KIND_LABELS,\n  type OutreachEnrollment,\n  type OutreachEnrollmentHistoryEntry,\n  type OutreachHistoryAction,\n  type OutreachSequenceStep,\n  type OutreachStepRecord,\n} from './outreach.types'\n\n/** What kind of thing an entry is, which the view draws an icon for. */\nexport type OutreachTimelineKind =\n  | 'enrolled'\n  | 'skipped'\n  | 'curated'\n  | 'sent'\n  | 'task'\n  | 'click'\n  | 'scanner'\n  | 'earlier-clicks'\n  | 'open'\n  | 'machine-open'\n  | 'paused'\n  | 'resumed'\n  | 'stopped'\n  | 'do-not-contact'\n  | 'replied'\n  | 'bounced'\n  | 'opted-out'\n  | 'held'\n  | 'released'\n  | 'failed'\n  | 'finished'\n\n/** How loudly the view draws an entry. */\nexport type OutreachTimelineTone = 'default' | 'success' | 'info' | 'warning' | 'error'\n\n/** One line of the timeline. */\nexport interface OutreachTimelineEntry {\n  /** Stable across renders, for React and for a spec. */\n  key: string\n  kind: OutreachTimelineKind\n  atMs: number\n  /** What happened, in a few words. */\n  title: string\n  /** The one fact that matters most, shown in full: a subject, a reason, a diagnostic. */\n  detail?: string | null\n  /** The rest, each short: the step, who, a scanner's reason. */\n  facts: string[]\n  /** A destination the person followed, shown whole and linkable. */\n  url?: string | null\n  /** What `url` is, when it is not simply \"the link they followed\". */\n  urlLabel?: string\n  /** The Gmail thread this entry opened, for an \"Open in Gmail\" link. */\n  gmailThreadId?: string | null\n  tone: OutreachTimelineTone\n}\n\nexport interface OutreachTimelineInput {\n  enrollment: OutreachEnrollment\n  steps: readonly OutreachSequenceStep[]\n  /** The history rows, newest or oldest first; `null` while unread or unreadable. */\n  history: readonly OutreachEnrollmentHistoryEntry[] | null\n  /** A member's name for a stored uid; the uid itself when the roster does not know it. */\n  memberName: (uid: string) => string\n  /** A moment as the reader reads it — in the mailbox's zone. */\n  formatTime: (ms: number) => string\n  /** The mail gateway in front of the person's domain, when it is known. */\n  gateway?: OutreachMailGateway | null\n}\n\n/** \"Email 2 · step 3\" for an email step, \"Step 2 · Call\" for a task, \"Step 4\" for one the sequence no longer has. */\nexport function outreachStepName(steps: readonly OutreachSequenceStep[], stepIndex: number): string {\n  const step = steps[stepIndex]\n  if (step?.kind === 'email') {\n    const position = steps.slice(0, stepIndex + 1).filter((entry) => entry.kind === 'email').length\n    return `Email ${position} · step ${stepIndex + 1}`\n  }\n  if (step?.kind === 'task') return `Step ${stepIndex + 1} · ${OUTREACH_TASK_KIND_LABELS[step.taskKind]}`\n  return `Step ${stepIndex + 1}`\n}\n\n/** Why a click was read as a scanner's, as the timeline says it. */\nexport const OUTREACH_MACHINE_REASON_LABELS: Record<OutreachClickMachineReason, string> = {\n  agent: 'the request named itself as a scanner or a link preview',\n  too_soon: 'it came within 30 seconds of the email arriving, faster than anyone reads',\n  method: 'it checked the link without opening the page',\n}\n\n/** Why a fetch of the tracking image was not counted as an open (AGL-3395). */\nexport const OUTREACH_OPEN_MACHINE_REASON_LABELS: Record<OutreachOpenMachineReason, string> = {\n  agent: 'the request named itself as a scanner or a preview',\n  too_soon: 'it came within 30 seconds of the email arriving, faster than anyone reads',\n  method: 'it checked the image without loading it',\n  image_proxy: 'Yahoo’s image proxy fetched it, which it does whether or not the person reads it',\n  privacy_proxy: 'Apple Mail’s privacy protection fetched it as the email arrived',\n}\n\nconst ACTION_TITLES: Record<OutreachHistoryAction, string> = {\n  pause: 'Paused',\n  resume: 'Resumed',\n  stop: 'Stopped by a member',\n  do_not_contact: 'Marked do-not-contact',\n}\nconst ACTION_KINDS: Record<OutreachHistoryAction, OutreachTimelineKind> = {\n  pause: 'paused',\n  resume: 'resumed',\n  stop: 'stopped',\n  do_not_contact: 'do-not-contact',\n}\n\n/** Which of two entries at the same moment reads first: the outcome above what led to it. */\nconst TIE_ORDER: Record<OutreachTimelineKind, number> = {\n  finished: 0,\n  replied: 1,\n  bounced: 1,\n  'opted-out': 1,\n  failed: 1,\n  stopped: 2,\n  'do-not-contact': 2,\n  paused: 2,\n  held: 2,\n  released: 3,\n  resumed: 3,\n  click: 4,\n  scanner: 4,\n  'earlier-clicks': 4,\n  open: 4,\n  'machine-open': 4,\n  task: 5,\n  sent: 5,\n  curated: 6,\n  skipped: 7,\n  enrolled: 8,\n}\n\nconst plural = (count: number, one: string, many: string) => `${count} ${count === 1 ? one : many}`\nconst byWhom = (uid: string | null | undefined, memberName: (uid: string) => string) =>\n  uid ? `By ${memberName(uid)}` : null\n\n/** The step records that are emails, in the order they went. */\nfunction emailRecords(enrollment: OutreachEnrollment): OutreachStepRecord[] {\n  return (enrollment.stepRecords ?? []).filter((record) => record?.kind === 'email')\n}\n\n/**\n * The timeline, newest first — see the module note.\n */\nexport function outreachEnrollmentTimeline(input: OutreachTimelineInput): OutreachTimelineEntry[] {\n  const { enrollment, steps, memberName } = input\n  const entries: OutreachTimelineEntry[] = []\n  const history = input.history ?? []\n  const gatewayName = input.gateway ? OUTREACH_MAIL_GATEWAY_LABELS[input.gateway] : null\n\n  // ── The enrollment ──────────────────────────────────────────────────────\n  if (enrollment.createdAtMs) {\n    entries.push({\n      key: 'enrolled',\n      kind: 'enrolled',\n      atMs: enrollment.createdAtMs,\n      title: 'Enrolled',\n      facts: [\n        byWhom(enrollment.enrolledByUid, memberName),\n        enrollment.target === 'lead' ? 'As a lead' : 'As a contact',\n        enrollment.cold ? 'Cold — confirmed by the member who enrolled them' : null,\n      ].filter((fact): fact is string => Boolean(fact)),\n      tone: 'default',\n    })\n  }\n\n  // ── Skipped at enrollment (AGL-3228) ───────────────────────────────────\n  const skipped = (enrollment.skippedSteps ?? []).filter((entry) => Number.isInteger(entry?.stepIndex))\n  if (skipped.length) {\n    const start = enrollment.startStepIndex ?? skipped.length\n    entries.push({\n      key: 'skipped',\n      kind: 'skipped',\n      atMs: skipped[0].atMs || enrollment.createdAtMs,\n      title:\n        skipped.length === 1\n          ? `Began at step ${start + 1} — step 1 skipped`\n          : `Began at step ${start + 1} — steps 1–${skipped.length} skipped`,\n      detail: 'Already done by hand before they were enrolled, so the sequence never sent them.',\n      facts: skipped.map((entry) => outreachStepName(steps, entry.stepIndex)),\n      tone: 'default',\n    })\n  }\n\n  // ── Curated copies (AGL-3324) ───────────────────────────────────────────\n  for (const [key, override] of Object.entries(enrollment.stepOverrides ?? {})) {\n    if (!override.draftedAtMs) continue\n    entries.push({\n      key: `curated-${key}`,\n      kind: 'curated',\n      atMs: override.draftedAtMs,\n      title: `Curated ${outreachStepName(steps, Number(key))}`,\n      facts: [\n        override.source === 'ai' ? (override.edited ? 'AI draft, edited' : 'AI draft') : 'Written by a member',\n        byWhom(override.draftedByUid, memberName),\n      ].filter((fact): fact is string => Boolean(fact)),\n      tone: 'default',\n    })\n  }\n\n  // ── Sends and tasks ─────────────────────────────────────────────────────\n  let previousThread: string | null = null\n  ;(enrollment.stepRecords ?? []).forEach((record, index) => {\n    if (!record || typeof record.atMs !== 'number') return\n    if (record.kind === 'task') {\n      const step = steps.find((entry) => entry.id === record.stepId) ?? steps[record.stepIndex]\n      entries.push({\n        key: `task-${index}`,\n        kind: 'task',\n        atMs: record.atMs,\n        title:\n          step?.kind === 'task'\n            ? `${OUTREACH_TASK_KIND_LABELS[step.taskKind]} task filed`\n            : 'Task filed',\n        detail: step?.kind === 'task' ? step.title : null,\n        facts: [\n          outreachStepName(steps, record.stepIndex),\n          record.taskId === null ? 'The CRM could not file it' : null,\n        ].filter((fact): fact is string => Boolean(fact)),\n        tone: 'default',\n      })\n      return\n    }\n    const thread = record.gmailThreadId ?? null\n    // The link to Gmail sits on the email that STARTED a thread, once.\n    const startsThread = Boolean(thread) && thread !== previousThread\n    previousThread = thread ?? previousThread\n    entries.push({\n      key: `sent-${index}`,\n      kind: 'sent',\n      atMs: record.atMs,\n      title: `${outreachStepName(steps, record.stepIndex)} sent`,\n      detail: record.subject ? `Subject: ${record.subject}` : null,\n      facts: [\n        record.curated === 'ai'\n          ? 'Curated copy — AI draft'\n          : record.curated === 'member'\n            ? 'Curated copy — written by a member'\n            : null,\n        record.links?.length ? plural(record.links.length, 'tracked link', 'tracked links') : null,\n        record.openTracked ? 'Tracking image' : null,\n      ].filter((fact): fact is string => Boolean(fact)),\n      gmailThreadId: startsThread ? thread : null,\n      tone: 'default',\n    })\n  })\n\n  // ── Clicks ──────────────────────────────────────────────────────────────\n  for (const row of history) {\n    if (row.kind !== 'click') continue\n    entries.push(\n      row.human\n        ? {\n            key: `history-${row.id}`,\n            kind: 'click',\n            atMs: row.atMs,\n            title: 'Clicked a link',\n            url: row.url,\n            facts: [`From ${outreachStepName(steps, row.stepIndex)}`],\n            tone: 'success',\n          }\n        : {\n            key: `history-${row.id}`,\n            kind: 'scanner',\n            atMs: row.atMs,\n            title: 'A scanner followed a link — not counted',\n            url: row.url,\n            facts: [\n              `From ${outreachStepName(steps, row.stepIndex)}`,\n              row.machineReason ? `Read as a scanner: ${OUTREACH_MACHINE_REASON_LABELS[row.machineReason]}` : null,\n            ].filter((fact): fact is string => Boolean(fact)),\n            tone: 'default',\n          },\n    )\n  }\n\n  // ── Opens (AGL-3395) ────────────────────────────────────────────────────\n  for (const row of history) {\n    if (row.kind !== 'open') continue\n    entries.push(\n      row.human\n        ? {\n            key: `history-${row.id}`,\n            kind: 'open',\n            atMs: row.atMs,\n            title: 'Opened an email',\n            facts: [`${outreachStepName(steps, row.stepIndex)}`],\n            tone: 'info',\n          }\n        : {\n            key: `history-${row.id}`,\n            kind: 'machine-open',\n            atMs: row.atMs,\n            title: 'The tracking image was fetched by a machine — not counted',\n            facts: [\n              outreachStepName(steps, row.stepIndex),\n              row.machineReason ? `Read as a machine: ${OUTREACH_OPEN_MACHINE_REASON_LABELS[row.machineReason]}` : null,\n            ].filter((fact): fact is string => Boolean(fact)),\n            tone: 'default',\n          },\n    )\n  }\n\n  /*\n   * Clicks with no row of their own: counted before the per-click history\n   * began, or past its limit. ONE entry, placed at the first of them when\n   * that is known, saying what the totals hold and nothing more.\n   */\n  const clicks = outreachClickSummary(enrollment.engagement)\n  const engagement = enrollment.engagement\n  if (clicks.unloggedClicks > 0 || clicks.unloggedMachineClicks > 0) {\n    const everyHumanUnlogged = clicks.unloggedClicks === clicks.clicks\n    const loggedRows = outreachLoggedEngagementRows(readOutreachEngagement(enrollment.engagement))\n    const facts: string[] = []\n    const first = engagement?.firstClickAtMs ?? null\n    const last = engagement?.lastClickAtMs ?? null\n    if (clicks.unloggedClicks > 0 && first !== null && everyHumanUnlogged && last !== null) {\n      facts.push(\n        clicks.unloggedClicks === 1\n          ? `At ${input.formatTime(first)}`\n          : first === last\n            ? `First and last at ${input.formatTime(first)}`\n            : `First at ${input.formatTime(first)}, last at ${input.formatTime(last)}`,\n      )\n    } else if (clicks.unloggedClicks > 0 && first !== null) {\n      // Later clicks have rows of their own, so only the first is one of these.\n      facts.push(`First at ${input.formatTime(first)}`)\n    }\n    if (clicks.unloggedMachineClicks > 0) {\n      facts.push(plural(clicks.unloggedMachineClicks, 'scanner click, not counted', 'scanner clicks, not counted'))\n    }\n    entries.push({\n      key: 'earlier-clicks',\n      kind: 'earlier-clicks',\n      atMs:\n        (clicks.unloggedClicks > 0 ? engagement?.firstClickAtMs : null) ??\n        engagement?.lastClickAtMs ??\n        emailRecords(enrollment)[0]?.atMs ??\n        enrollment.createdAtMs,\n      title:\n        clicks.unloggedClicks > 0\n          ? `${plural(clicks.unloggedClicks, 'earlier click', 'earlier clicks')}, kept as a total`\n          : `${plural(clicks.unloggedMachineClicks, 'earlier scanner click', 'earlier scanner clicks')}, kept as a total`,\n      detail:\n        loggedRows >= OUTREACH_ENROLLMENT_HISTORY_MAX\n          ? `Each click is listed on its own up to ${OUTREACH_ENROLLMENT_HISTORY_MAX}; these came before per-click history began, or after this person reached that limit.`\n          : 'These came before each click was recorded on its own, so only their count and times were kept.',\n      // The last destination is theirs only when every counted click was.\n      url: clicks.unloggedClicks > 0 && everyHumanUnlogged ? (engagement?.lastClickUrl ?? null) : null,\n      urlLabel: clicks.unloggedClicks === 1 ? 'Link' : 'Last link',\n      facts,\n      tone: clicks.unloggedClicks > 0 ? 'success' : 'default',\n    })\n  }\n\n  // ── Members' acts ───────────────────────────────────────────────────────\n  const actionTimes = new Set<number>()\n  for (const row of history) {\n    if (row.kind !== 'action') continue\n    actionTimes.add(row.atMs)\n    const released =\n      row.action === 'resume' && enrollment.gatewayHold?.releasedAtMs === row.atMs\n    if (released) continue\n    entries.push({\n      key: `history-${row.id}`,\n      kind: ACTION_KINDS[row.action],\n      atMs: row.atMs,\n      title: ACTION_TITLES[row.action],\n      detail: row.detail,\n      facts: [byWhom(row.byUid, memberName)].filter((fact): fact is string => Boolean(fact)),\n      tone: row.action === 'resume' ? 'default' : row.action === 'pause' ? 'warning' : 'default',\n    })\n  }\n\n  // ── The gateway hold (AGL-3326) ─────────────────────────────────────────\n  const hold = enrollment.gatewayHold\n  const holdGateway = hold ? OUTREACH_MAIL_GATEWAY_LABELS[hold.gateway] : null\n  if (hold?.heldAtMs) {\n    entries.push({\n      key: 'held',\n      kind: 'held',\n      atMs: hold.heldAtMs,\n      title: `Held — ${holdGateway} refused this sender`,\n      detail:\n        enrollment.stopReason === 'gateway_blocked_here' && enrollment.stoppedAtMs === hold.heldAtMs\n          ? enrollment.stopDetail\n          : null,\n      facts: ['Nothing was sent to them while it was held'],\n      tone: 'warning',\n    })\n  }\n  if (hold?.releasedAtMs) {\n    entries.push({\n      key: 'released',\n      kind: 'released',\n      atMs: hold.releasedAtMs,\n      title: hold.heldAtMs\n        ? `Resumed past the ${holdGateway} hold — sent anyway`\n        : `Enrolled past the ${holdGateway} warning`,\n      facts: [byWhom(hold.releasedByUid, memberName)].filter((fact): fact is string => Boolean(fact)),\n      tone: 'default',\n    })\n  }\n\n  // ── The current stop, from the enrollment ───────────────────────────────\n  const stoppedAtMs = enrollment.stoppedAtMs\n  const alreadySaid =\n    stoppedAtMs !== null &&\n    (actionTimes.has(stoppedAtMs) ||\n      (enrollment.stopReason === 'gateway_blocked_here' && hold?.heldAtMs === stoppedAtMs))\n  if (stoppedAtMs && !alreadySaid && enrollment.status !== 'active' && enrollment.status !== 'finished') {\n    const stop = currentStop(enrollment, memberName, gatewayName)\n    if (stop) entries.push({ key: 'stop', atMs: stoppedAtMs, ...stop })\n  }\n\n  // ── Finished ────────────────────────────────────────────────────────────\n  if (enrollment.status === 'finished') {\n    const last = (enrollment.stepRecords ?? []).at(-1)\n    entries.push({\n      key: 'finished',\n      kind: 'finished',\n      atMs: last?.atMs ?? enrollment.updatedAtMs,\n      title: enrollment.skippedSteps?.length ? 'Finished — every remaining step ran' : 'Finished — every step ran',\n      facts: [],\n      tone: 'success',\n    })\n  }\n\n  return entries.sort((a, b) => b.atMs - a.atMs || TIE_ORDER[a.kind] - TIE_ORDER[b.kind])\n}\n\n/** The entry for the stop the enrollment is in now. */\nfunction currentStop(\n  enrollment: OutreachEnrollment,\n  memberName: (uid: string) => string,\n  gatewayName: string | null,\n): Omit<OutreachTimelineEntry, 'key' | 'atMs'> | null {\n  const detail = enrollment.stopDetail\n  const by = byWhom(enrollment.stoppedByUid, memberName)\n  const facts = (...values: Array<string | null>) => values.filter((fact): fact is string => Boolean(fact))\n  switch (enrollment.stopReason) {\n    case 'reply':\n      return {\n        kind: 'replied',\n        title: 'Replied',\n        detail,\n        facts: ['The sequence stopped for them'],\n        gmailThreadId: enrollment.gmailThreadId ?? enrollment.gmailThreadIds.at(-1) ?? null,\n        tone: 'info',\n      }\n    case 'hard_bounce':\n      return {\n        kind: 'bounced',\n        title: 'Bounced',\n        detail,\n        facts: facts(gatewayName ? `Their mail gateway: ${gatewayName}` : null, 'The address is on the do-not-contact list'),\n        tone: 'error',\n      }\n    case 'opt_out_reply':\n      return { kind: 'opted-out', title: 'Asked not to be emailed, in a reply', detail, facts: [], tone: 'warning' }\n    case 'unsubscribe':\n      return { kind: 'opted-out', title: 'Unsubscribed', detail, facts: [], tone: 'warning' }\n    case 'do_not_contact':\n      return { kind: 'do-not-contact', title: 'Put on the do-not-contact list', detail, facts: facts(by), tone: 'warning' }\n    case 'manual':\n      return enrollment.status === 'paused'\n        ? { kind: 'paused', title: 'Paused', detail, facts: facts(by), tone: 'warning' }\n        : { kind: 'stopped', title: 'Stopped by a member', detail, facts: facts(by), tone: 'default' }\n    case 'gate':\n      return { kind: 'stopped', title: 'Stopped — no longer eligible', detail, facts: [], tone: 'default' }\n    case 'sequence_archived':\n      return { kind: 'stopped', title: 'Stopped — the sequence was archived', detail, facts: [], tone: 'default' }\n    case 'gateway_blocked_here':\n      return { kind: 'held', title: 'Held — their mail gateway refused this sender', detail, facts: [], tone: 'warning' }\n    case 'send_failed':\n      return { kind: 'failed', title: 'An email couldn’t be sent', detail, facts: [], tone: 'error' }\n    default:\n      return null\n  }\n}\n\n/** The five figures above the timeline. */\nexport interface OutreachEnrollmentFigures {\n  emailsSent: number\n  clicks: number\n  /** Distinct destinations followed; `atLeast` when only a floor is known. */\n  linksFollowed: { count: number; atLeast: boolean }\n  scannerClicks: number\n  /** Opens judged theirs, and the image fetches that were a machine's (AGL-3395). */\n  opens: number\n  machineOpens: number\n  replies: number\n  /** Whether anything has happened to them beyond being enrolled. */\n  anything: boolean\n}\n\nexport function outreachEnrollmentFigures(enrollment: OutreachEnrollment): OutreachEnrollmentFigures {\n  const clicks = outreachClickSummary(enrollment.engagement)\n  const engagement = readOutreachEngagement(enrollment.engagement)\n  const emailsSent = emailRecords(enrollment).length\n  const replies =\n    enrollment.status === 'replied' || enrollment.stopReason === 'reply' || enrollment.stopReason === 'opt_out_reply'\n      ? 1\n      : 0\n  return {\n    emailsSent,\n    clicks: clicks.clicks,\n    linksFollowed:\n      clicks.linkCount === null\n        ? { count: clicks.followed.length, atLeast: true }\n        : { count: clicks.linkCount, atLeast: clicks.linksCapped },\n    scannerClicks: clicks.machineClicks,\n    opens: engagement.opens,\n    machineOpens: engagement.machineOpens,\n    replies,\n    anything:\n      emailsSent > 0 ||\n      (enrollment.stepRecords ?? []).length > 0 ||\n      clicks.clicks > 0 ||\n      clicks.machineClicks > 0 ||\n      engagement.opens > 0 ||\n      engagement.machineOpens > 0 ||\n      enrollment.stoppedAtMs !== null,\n  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package/src/lib/model/outreach-api.d.ts

@@ -30,7 +30,13 @@ import type { OutreachComplianceIssue } from './compliance-settings';
 import type { OutreachAttestationKind, OutreachComplianceSettingsDocument, OutreachDoNotContactDomainEntry, OutreachEnrollment, OutreachSequence, OutreachStepOverrideSource } from './outreach.types';
 import type { OutreachSequenceDraft, OutreachSequenceIssue } from './sequence-draft';
 /** Every reason these routes refuse with, for a caller to branch on. */
-export type OutreachRouteRefusalReason = 'unauthenticated' | 'email-unverified' | 'org-required' | 'not-a-member' | 'not-org-wide' | 'permission' | 'entitlement' | 'method-not-allowed' | 'invalid-request' | 'invalid-domain' | 'invalid-settings' | 'invalid-sequence' | 'sequence-not-found' | 'sequence-archived' | 'sequence-not-active' | 'activation-refused' | 'delete-refused' | 'mailbox-unavailable' | 'enrollment-not-found' | 'transition-refused' | 'view-not-found' | 'view-unsupported' | 'contact-not-found' | 'link-domain-refused' | 'rate-limited' | 'google-unavailable' | 'curation-unavailable' | 'curation-refused' | 'invalid-override';
+export type OutreachRouteRefusalReason = 'unauthenticated' | 'email-unverified' | 'org-required' | 'not-a-member' | 'not-org-wide' | 'permission' | 'entitlement' | 'method-not-allowed' | 'invalid-request' | 'invalid-domain' | 'invalid-settings' | 'invalid-sequence' | 'sequence-not-found' | 'sequence-archived' | 'sequence-not-active' | 'activation-refused' | 'delete-refused' | 'mailbox-unavailable' | 'enrollment-not-found' | 'transition-refused' | 'view-not-found' | 'view-unsupported' | 'contact-not-found' | 'link-domain-refused' | 'rate-limited'
+/** The Google account has no Gmail service: off for it, or not yet provisioned. */
+ | 'mail-service-unavailable'
+/** Google refused the account itself, such as an administrator barring Gmail API access. */
+ | 'google-refused' | 'google-unavailable' | 'curation-unavailable' | 'curation-refused' | 'invalid-override'
+/** The step to begin enrolling at is not one the sequence has (AGL-3228). */
+ | 'invalid-start-step';
 /** A refusal, in the one shape every route answers with. */
 export interface OutreachRouteRefusal {
     /** A sentence written for the person reading it. */
@@ -213,6 +219,13 @@ export interface OutreachEnrollRequest {
     orgId: string;
     sequenceId: string;
     people: OutreachEnrollPersonRequest[];
+    /**
+     * The step everyone begins at (AGL-3228), zero-based; the first when
+     * absent. For people who already had the earlier steps by hand: those are
+     * marked skipped, and this step goes out after its own delay, counted from
+     * the enrollment. A step the sequence does not have refuses the request.
+     */
+    startStepIndex?: number;
 }
 interface OutreachEnrollOutcomePerson {
     personId: string;
@@ -332,6 +345,11 @@ export interface OutreachPreviewRequest {
     stepIndex?: number;
     /** The person's copies of steps as the dialog holds them (AGL-3324), so the preview shows the curated version. */
     stepOverrides?: OutreachStepOverrideRequest[];
+    /**
+     * The step the enrollment would begin at (AGL-3228), zero-based: the
+     * first email written is the first one sent from there.
+     */
+    startStepIndex?: number;
 }
 export interface OutreachPreviewResponse {
     ok: true;

package/src/lib/model/outreach-api.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/model/outreach-api.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CONTRACT OF OUTREACH'S SETTINGS, SEQUENCE AND ENROLLMENT ROUTES\n * (AGL-2980): what the console sends, what the routes answer, and every\n * reason one refuses. Client-safe — types and the batch limit only.\n *\n * Every request names its organization (`orgId`, in the query of a `GET`\n * and the JSON body of a `POST`): the routes serve an organization-level\n * surface that names no site.\n */\n\nimport type { OutreachComposeError } from '../engine/compose'\nimport type { OutreachGatewayStanding } from '../engine/mail-gateway'\nimport type { OutreachValidationIssue } from '../engine/sequence-validation'\nimport type { OutreachComplianceIssue } from './compliance-settings'\nimport type {\n  OutreachAttestationKind,\n  OutreachComplianceSettingsDocument,\n  OutreachDoNotContactDomainEntry,\n  OutreachEnrollment,\n  OutreachSequence,\n  OutreachStepOverrideSource,\n} from './outreach.types'\nimport type { OutreachSequenceDraft, OutreachSequenceIssue } from './sequence-draft'\n\n/** Every reason these routes refuse with, for a caller to branch on. */\nexport type OutreachRouteRefusalReason =\n  | 'unauthenticated'\n  | 'email-unverified'\n  | 'org-required'\n  | 'not-a-member'\n  | 'not-org-wide'\n  | 'permission'\n  | 'entitlement'\n  | 'method-not-allowed'\n  | 'invalid-request'\n  | 'invalid-domain'\n  | 'invalid-settings'\n  | 'invalid-sequence'\n  | 'sequence-not-found'\n  | 'sequence-archived'\n  | 'sequence-not-active'\n  | 'activation-refused'\n  | 'delete-refused'\n  | 'mailbox-unavailable'\n  | 'enrollment-not-found'\n  | 'transition-refused'\n  | 'view-not-found'\n  | 'view-unsupported'\n  | 'contact-not-found'\n  | 'link-domain-refused'\n  | 'rate-limited'\n  | 'google-unavailable'\n  | 'curation-unavailable'\n  | 'curation-refused'\n  | 'invalid-override'\n\n/** A refusal, in the one shape every route answers with. */\nexport interface OutreachRouteRefusal {\n  /** A sentence written for the person reading it. */\n  error: string\n  reason: OutreachRouteRefusalReason\n  /** The field-level reasons behind an `invalid-*` or `activation-refused` refusal. */\n  issues?: ReadonlyArray<OutreachComplianceIssue | OutreachSequenceIssue>\n}\n\n/*==========================================\n * COMPLIANCE SETTINGS\n *==========================================*/\n\n/** `GET outreach/settings?orgId` — and the answer to a save. */\nexport interface OutreachSettingsResponse {\n  ok: true\n  settings: OutreachComplianceSettingsDocument\n}\n\n/** `POST outreach/settings` */\nexport interface OutreachSettingsSaveRequest {\n  orgId: string\n  legalName: string\n  brandName: string\n  postalAddress: string\n  allowedCountries: string[]\n}\n\n/** The answer to a save: the settings as stored, and whether anything changed. */\nexport interface OutreachSettingsSaveResponse extends OutreachSettingsResponse {\n  changed: boolean\n}\n\n/*==========================================\n * SEQUENCES\n *==========================================*/\n\n/** `POST outreach/sequences/save` — a new sequence without `sequenceId`, an edit with one. */\nexport interface OutreachSequenceSaveRequest {\n  orgId: string\n  sequenceId?: string\n  sequence: OutreachSequenceDraft\n}\n\nexport interface OutreachSequenceSaveResponse {\n  ok: true\n  sequence: OutreachSequence\n  created: boolean\n  /** What the save allowed but probably isn't what was meant. */\n  warnings: OutreachSequenceIssue[]\n}\n\n/** What `outreach/sequences/status` does to a sequence. */\nexport type OutreachSequenceAction = 'activate' | 'pause' | 'archive'\n\n/** `POST outreach/sequences/status` */\nexport interface OutreachSequenceStatusRequest {\n  orgId: string\n  sequenceId: string\n  action: OutreachSequenceAction\n}\n\nexport interface OutreachSequenceStatusResponse {\n  ok: true\n  sequence: OutreachSequence\n  /** The open enrollments an archive stopped; `0` for anything else. */\n  stoppedEnrollments: number\n}\n\n/** `POST outreach/sequences/delete` — a draft nobody was ever enrolled in. */\nexport interface OutreachSequenceDeleteRequest {\n  orgId: string\n  sequenceId: string\n}\n\n/*==========================================\n * ENROLLING\n *==========================================*/\n\n/** The most people one preview or one enroll reads. */\nexport const OUTREACH_ENROLL_BATCH_MAX = 50\n\n/**\n * Which CRM record a person to enroll is (AGL-3234): a contact by its\n * document id, or a lead the sequence's site holds by its person key.\n */\nexport type OutreachPersonRef = { kind: 'contact'; id: string } | { kind: 'lead'; id: string }\n\n/**\n * Where the people to enroll come from: a saved Contacts or Leads view,\n * contacts picked by search, or leads picked from the sequence's site.\n */\nexport type OutreachEnrollSource =\n  | { kind: 'view'; viewId: string }\n  | { kind: 'contacts'; contactIds: string[] }\n  | { kind: 'leads'; leadIds: string[] }\n\n/** `POST outreach/enroll/preview` */\nexport interface OutreachEnrollPreviewRequest {\n  orgId: string\n  sequenceId: string\n  source: OutreachEnrollSource\n}\n\n/**\n * Where one person stands:\n *\n * - `eligible` — enrolled on Confirm as they are;\n * - `needs_confirmation` — enrolled once the rep writes the personal line\n *   and ticks the attestations `requires` names;\n * - `blocked` — refused whatever the rep confirms, for the `blocks` given.\n */\nexport type OutreachEnrollPreviewStatus = 'eligible' | 'needs_confirmation' | 'blocked'\n\n/** One reason a person can't be enrolled, in a sentence a rep can act on. */\nexport interface OutreachEnrollBlock {\n  code: string\n  reason: string\n}\n\n/**\n * The mail gateway in front of one person's domain (AGL-3326), and what it\n * did with this organization's mail this week — what the Check-people chip\n * shows — with `hold` set when the engine would hold the send into it: the\n * gateway refused the sender twice in the last thirty days and delivered\n * nothing. A held person is not blocked; they default to un-ticked, and\n * ticking them is the member's say-so.\n */\nexport interface OutreachEnrollGateway extends OutreachGatewayStanding {\n  hold: boolean\n}\n\nexport interface OutreachEnrollPreviewPerson {\n  /** The key the dialog and the confirm name this person by: the record's own id. */\n  personId: string\n  /** The record the person is (AGL-3234). */\n  target: 'contact' | 'lead'\n  /** The contact's id; `''` for a lead. */\n  contactId: string\n  /** The lead's person key; `null` for a contact. */\n  leadId: string | null\n  name: string\n  /** The address the steps would go to, or `null` when the contact has none. */\n  email: string | null\n  /** No inbound capture behind them — the heavier rules apply. */\n  cold: boolean\n  /** ISO-3166-1 alpha-2, when anything names one. */\n  country: string | null\n  status: OutreachEnrollPreviewStatus\n  /** Why a `blocked` person is refused; empty otherwise. */\n  blocks: OutreachEnrollBlock[]\n  /** What the rep must supply before a `needs_confirmation` person is enrolled. */\n  requires: {\n    personalLine: boolean\n    attestations: OutreachAttestationKind[]\n  }\n  /** The mail gateway in front of their domain (AGL-3326); `null` when it could not be read. */\n  gateway: OutreachEnrollGateway | null\n}\n\nexport interface OutreachEnrollPreviewResponse {\n  ok: true\n  people: OutreachEnrollPreviewPerson[]\n  /** Everyone the source named, before the batch limit. */\n  total: number\n  /** True when the source named more people than one enrollment reads. */\n  truncated: boolean\n}\n\n/**\n * One person's confirmed copy of one step, as the console sends it\n * (AGL-3324): what the member read and ticked the confirmation for. The\n * route validates it again and stamps who and when.\n */\nexport interface OutreachStepOverrideRequest {\n  stepIndex: number\n  /** Read only where the email starts a thread. */\n  subject?: string\n  body: string\n  source: OutreachStepOverrideSource\n  /** An AI draft the member changed before confirming it. */\n  edited?: boolean\n  /** The prompt the AI was given, returned by the draft route, for the audit log. */\n  prompt?: string\n  /** The model that drafted it, returned by the draft route. */\n  model?: string\n}\n\n/** One person to enroll, with what the rep supplied for them: a contact by id, or a lead by key. */\nexport interface OutreachEnrollPersonRequest {\n  contactId?: string\n  leadId?: string\n  personalLine?: string\n  attestations?: OutreachAttestationKind[]\n  /** The steps the member curated for this person before enrolling them (AGL-3324). */\n  stepOverrides?: OutreachStepOverrideRequest[]\n}\n\n/** `POST outreach/enroll` — the gates are checked again, here, before anything is written. */\nexport interface OutreachEnrollRequest {\n  orgId: string\n  sequenceId: string\n  people: OutreachEnrollPersonRequest[]\n}\n\ninterface OutreachEnrollOutcomePerson {\n  personId: string\n  target: 'contact' | 'lead'\n  contactId: string\n  leadId: string | null\n  email: string | null\n}\n\nexport type OutreachEnrollOutcome =\n  | (OutreachEnrollOutcomePerson & { outcome: 'enrolled'; enrollmentId: string })\n  | (OutreachEnrollOutcomePerson & { outcome: 'blocked'; blocks: OutreachEnrollBlock[] })\n\nexport interface OutreachEnrollResponse {\n  ok: true\n  results: OutreachEnrollOutcome[]\n  enrolled: number\n}\n\n/*==========================================\n * ENROLLMENTS\n *==========================================*/\n\n/** What a member may do to one enrollment. */\nexport type OutreachEnrollmentAction = 'pause' | 'resume' | 'stop' | 'do_not_contact'\n\n/** `POST outreach/enrollments/action` */\nexport interface OutreachEnrollmentActionRequest {\n  orgId: string\n  enrollmentId: string\n  action: OutreachEnrollmentAction\n  /** Why, for a stop or a do-not-contact. */\n  detail?: string\n}\n\nexport interface OutreachEnrollmentActionResponse {\n  ok: true\n  /** False when the enrollment was already where the action would put it. */\n  changed: boolean\n  enrollment: OutreachEnrollment\n  /** Other open enrollments of the same address a do-not-contact stopped. */\n  stoppedOthers: number\n}\n\n/*==========================================\n * DO NOT CONTACT: DOMAINS (AGL-3244)\n *==========================================*/\n\n/** `GET outreach/do-not-contact/domains?orgId` — and the answer to a change. */\nexport interface OutreachDoNotContactDomainsResponse {\n  ok: true\n  /** Every domain on the list, alphabetically. */\n  domains: OutreachDoNotContactDomainEntry[]\n}\n\n/** `POST outreach/do-not-contact/domains` */\nexport interface OutreachDoNotContactDomainRequest {\n  orgId: string\n  action: 'add' | 'remove'\n  /** The domain, or an address at it. */\n  domain: string\n  /** Why, for an add. */\n  detail?: string\n}\n\n/** The answer to a change: the list as it stands, and whether anything changed. */\nexport interface OutreachDoNotContactDomainResponse extends OutreachDoNotContactDomainsResponse {\n  changed: boolean\n  /** The domain as the list spells it. */\n  domain: string\n}\n\n/*==========================================\n * LINK DOMAINS (AGL-3306)\n *==========================================*/\n\n/** Where a mailbox domain's click-tracking host stands. */\nexport type OutreachLinkDomainStatus = 'not-set-up' | 'requested' | 'records-issued' | 'verified' | 'failed'\n\n/** One DNS record the member publishes, as the sending-domain cards print them. */\nexport interface OutreachLinkDomainRecord {\n  type: string\n  name: string\n  value: string\n  required: boolean\n  note: string\n}\n\n/**\n * One sending domain of the organization's connected mailboxes, and its\n * `links.` host: what tracked links in mail from it read now, and what is\n * left to do for them to read `https://links.<domain>/<id>`.\n */\nexport interface OutreachLinkDomain {\n  /** The mailboxes' sending domain. */\n  domain: string\n  /** `links.<domain>`. */\n  host: string\n  status: OutreachLinkDomainStatus\n  /** The records to publish; empty until the host is set up. */\n  records: OutreachLinkDomainRecord[]\n  /** Why it is not verified, in a sentence; `null` when nothing is wrong. */\n  detail: string | null\n  /** How a tracked link in mail from this domain starts today. */\n  linkPrefix: string | null\n  checkedAtMs: number | null\n  verifiedAtMs: number | null\n}\n\n/** `GET outreach/link-domains?orgId` */\nexport interface OutreachLinkDomainsResponse {\n  ok: true\n  domains: OutreachLinkDomain[]\n  /** Whether the member may set a host up, check it, or remove it. */\n  canManage: boolean\n}\n\n/** `POST outreach/link-domains` */\nexport interface OutreachLinkDomainRequest {\n  orgId: string\n  domain: string\n  action: 'set-up' | 'check' | 'remove'\n}\n\nexport interface OutreachLinkDomainResponse extends OutreachLinkDomainsResponse {\n  /** The domain the action was for. */\n  domain: string\n}\n\n/*==========================================\n * PREVIEW\n *==========================================*/\n\n/** `POST outreach/preview` — one email of a saved sequence, as a person would get it. */\nexport interface OutreachPreviewRequest {\n  orgId: string\n  sequenceId: string\n  /** The contact to write it to; a sample person when absent. */\n  contactId?: string\n  /** Or a lead the sequence's site holds (AGL-3234), written to as the contact it would be. */\n  leadId?: string\n  personalLine?: string\n  /** Which step; the first email when absent. */\n  stepIndex?: number\n  /** The person's copies of steps as the dialog holds them (AGL-3324), so the preview shows the curated version. */\n  stepOverrides?: OutreachStepOverrideRequest[]\n}\n\nexport interface OutreachPreviewResponse {\n  ok: true\n  stepIndex: number\n  subject: string\n  /** The plain text, footer included. */\n  text: string\n  unresolvedFields: string[]\n  /** Why it could not be written, when it could not. */\n  error: OutreachComposeError | null\n}\n\n/*==========================================\n * A TEST OF ONE STEP (AGL-3325)\n *==========================================*/\n\n/**\n * `POST outreach/steps/test` — one step of a saved sequence, rendered\n * exactly as `outreach/preview` renders it (the same person, personal\n * line and step) and sent through the sequence's mailbox to the member.\n */\nexport interface OutreachStepTestRequest extends OutreachPreviewRequest {\n  /** Where the test goes; the member's own address when absent or empty. */\n  to?: string\n}\n\nexport interface OutreachStepTestResponse {\n  ok: true\n  stepIndex: number\n  /** The address the test went to. */\n  sentTo: string\n  /** The subject as sent, `[Test]` prefix included. */\n  subject: string\n  sentAtMs: number\n  /** How many tests the mailbox has sent on its local day, this one included. */\n  testsToday: number\n}\n\n/*==========================================\n * CURATING (AGL-3324)\n *==========================================*/\n\n/**\n * `POST outreach/curate/draft` — this person's own copies of the sequence's\n * email steps, drafted by the workspace's AI. Names EITHER a person about to\n * be enrolled (the sequence, a contact or a lead, the personal line the rep\n * is writing) OR an enrollment, whose next email step is drafted. Nothing is\n * stored: the answer is what the member reads before confirming.\n */\nexport interface OutreachCurateDraftRequest {\n  orgId: string\n  sequenceId?: string\n  contactId?: string\n  leadId?: string\n  personalLine?: string\n  enrollmentId?: string\n  /** Which email steps; every email step for a person to enroll, the next one for an enrollment, when absent. */\n  stepIndexes?: number[]\n}\n\n/** One drafted step, with what the validator said about it. */\nexport interface OutreachCurateDraft {\n  stepIndex: number\n  /** `null` for an in-thread email, which is sent as `Re:` the thread's subject. */\n  subject: string | null\n  body: string\n  /** Errors and warnings; a draft with an error cannot be confirmed as it stands. */\n  issues: OutreachValidationIssue[]\n}\n\nexport interface OutreachCurateDraftResponse {\n  ok: true\n  drafts: OutreachCurateDraft[]\n  /** The prompt the AI was given and the model that answered, for the override's audit record. */\n  prompt: string\n  model: string\n}\n\n/** `POST outreach/curate/save` — stores a confirmed copy of one step on an enrollment, or clears it with `override: null`. */\nexport interface OutreachCurateSaveRequest {\n  orgId: string\n  enrollmentId: string\n  stepIndex: number\n  override: Omit<OutreachStepOverrideRequest, 'stepIndex'> | null\n}\n\nexport interface OutreachCurateSaveResponse {\n  ok: true\n  enrollment: OutreachEnrollment\n}\n\n/**\n * `POST outreach/enrollments/gateway` (AGL-3332): the mail gateway in front\n * of one enrolled person's domain, for their page's Details.\n *\n * Read on the server because both halves are: the domain's MX lives in the\n * platform's `mailDomains` cache (AGL-3328), which no member reads, and its\n * standing is the ledger of the sequence mailbox's sending domain.\n */\nexport interface OutreachEnrollmentGatewayResponse {\n  ok: true\n  /** The person's domain; `null` for an address without one. */\n  domain: string | null\n  /** The domain the enrollment's mailbox sends from, whose ledger `standing` reads. */\n  sendingDomain: string | null\n  /** The domain's MX, classified; `null` when it could not be looked up. */\n  intel: {\n    status: 'mx' | 'implicit_mx' | 'null_mx' | 'no_mx'\n    mx: string[]\n    gateway: OutreachGatewayStanding['gateway']\n    resolvedAtMs: number\n  } | null\n  /** What that gateway did with mail from the sending domain; `null` when unread. */\n  standing: OutreachGatewayStanding | null\n}\n"],"names":["OUTREACH_ENROLL_BATCH_MAX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;CAQC,GA2HD;;4CAE4C,GAE5C,qDAAqD,GACrD,OAAO,MAAMA,4BAA4B,GAAE"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/model/outreach-api.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CONTRACT OF OUTREACH'S SETTINGS, SEQUENCE AND ENROLLMENT ROUTES\n * (AGL-2980): what the console sends, what the routes answer, and every\n * reason one refuses. Client-safe — types and the batch limit only.\n *\n * Every request names its organization (`orgId`, in the query of a `GET`\n * and the JSON body of a `POST`): the routes serve an organization-level\n * surface that names no site.\n */\n\nimport type { OutreachComposeError } from '../engine/compose'\nimport type { OutreachGatewayStanding } from '../engine/mail-gateway'\nimport type { OutreachValidationIssue } from '../engine/sequence-validation'\nimport type { OutreachComplianceIssue } from './compliance-settings'\nimport type {\n  OutreachAttestationKind,\n  OutreachComplianceSettingsDocument,\n  OutreachDoNotContactDomainEntry,\n  OutreachEnrollment,\n  OutreachSequence,\n  OutreachStepOverrideSource,\n} from './outreach.types'\nimport type { OutreachSequenceDraft, OutreachSequenceIssue } from './sequence-draft'\n\n/** Every reason these routes refuse with, for a caller to branch on. */\nexport type OutreachRouteRefusalReason =\n  | 'unauthenticated'\n  | 'email-unverified'\n  | 'org-required'\n  | 'not-a-member'\n  | 'not-org-wide'\n  | 'permission'\n  | 'entitlement'\n  | 'method-not-allowed'\n  | 'invalid-request'\n  | 'invalid-domain'\n  | 'invalid-settings'\n  | 'invalid-sequence'\n  | 'sequence-not-found'\n  | 'sequence-archived'\n  | 'sequence-not-active'\n  | 'activation-refused'\n  | 'delete-refused'\n  | 'mailbox-unavailable'\n  | 'enrollment-not-found'\n  | 'transition-refused'\n  | 'view-not-found'\n  | 'view-unsupported'\n  | 'contact-not-found'\n  | 'link-domain-refused'\n  | 'rate-limited'\n  /** The Google account has no Gmail service: off for it, or not yet provisioned. */\n  | 'mail-service-unavailable'\n  /** Google refused the account itself, such as an administrator barring Gmail API access. */\n  | 'google-refused'\n  | 'google-unavailable'\n  | 'curation-unavailable'\n  | 'curation-refused'\n  | 'invalid-override'\n  /** The step to begin enrolling at is not one the sequence has (AGL-3228). */\n  | 'invalid-start-step'\n\n/** A refusal, in the one shape every route answers with. */\nexport interface OutreachRouteRefusal {\n  /** A sentence written for the person reading it. */\n  error: string\n  reason: OutreachRouteRefusalReason\n  /** The field-level reasons behind an `invalid-*` or `activation-refused` refusal. */\n  issues?: ReadonlyArray<OutreachComplianceIssue | OutreachSequenceIssue>\n}\n\n/*==========================================\n * COMPLIANCE SETTINGS\n *==========================================*/\n\n/** `GET outreach/settings?orgId` — and the answer to a save. */\nexport interface OutreachSettingsResponse {\n  ok: true\n  settings: OutreachComplianceSettingsDocument\n}\n\n/** `POST outreach/settings` */\nexport interface OutreachSettingsSaveRequest {\n  orgId: string\n  legalName: string\n  brandName: string\n  postalAddress: string\n  allowedCountries: string[]\n}\n\n/** The answer to a save: the settings as stored, and whether anything changed. */\nexport interface OutreachSettingsSaveResponse extends OutreachSettingsResponse {\n  changed: boolean\n}\n\n/*==========================================\n * SEQUENCES\n *==========================================*/\n\n/** `POST outreach/sequences/save` — a new sequence without `sequenceId`, an edit with one. */\nexport interface OutreachSequenceSaveRequest {\n  orgId: string\n  sequenceId?: string\n  sequence: OutreachSequenceDraft\n}\n\nexport interface OutreachSequenceSaveResponse {\n  ok: true\n  sequence: OutreachSequence\n  created: boolean\n  /** What the save allowed but probably isn't what was meant. */\n  warnings: OutreachSequenceIssue[]\n}\n\n/** What `outreach/sequences/status` does to a sequence. */\nexport type OutreachSequenceAction = 'activate' | 'pause' | 'archive'\n\n/** `POST outreach/sequences/status` */\nexport interface OutreachSequenceStatusRequest {\n  orgId: string\n  sequenceId: string\n  action: OutreachSequenceAction\n}\n\nexport interface OutreachSequenceStatusResponse {\n  ok: true\n  sequence: OutreachSequence\n  /** The open enrollments an archive stopped; `0` for anything else. */\n  stoppedEnrollments: number\n}\n\n/** `POST outreach/sequences/delete` — a draft nobody was ever enrolled in. */\nexport interface OutreachSequenceDeleteRequest {\n  orgId: string\n  sequenceId: string\n}\n\n/*==========================================\n * ENROLLING\n *==========================================*/\n\n/** The most people one preview or one enroll reads. */\nexport const OUTREACH_ENROLL_BATCH_MAX = 50\n\n/**\n * Which CRM record a person to enroll is (AGL-3234): a contact by its\n * document id, or a lead the sequence's site holds by its person key.\n */\nexport type OutreachPersonRef = { kind: 'contact'; id: string } | { kind: 'lead'; id: string }\n\n/**\n * Where the people to enroll come from: a saved Contacts or Leads view,\n * contacts picked by search, or leads picked from the sequence's site.\n */\nexport type OutreachEnrollSource =\n  | { kind: 'view'; viewId: string }\n  | { kind: 'contacts'; contactIds: string[] }\n  | { kind: 'leads'; leadIds: string[] }\n\n/** `POST outreach/enroll/preview` */\nexport interface OutreachEnrollPreviewRequest {\n  orgId: string\n  sequenceId: string\n  source: OutreachEnrollSource\n}\n\n/**\n * Where one person stands:\n *\n * - `eligible` — enrolled on Confirm as they are;\n * - `needs_confirmation` — enrolled once the rep writes the personal line\n *   and ticks the attestations `requires` names;\n * - `blocked` — refused whatever the rep confirms, for the `blocks` given.\n */\nexport type OutreachEnrollPreviewStatus = 'eligible' | 'needs_confirmation' | 'blocked'\n\n/** One reason a person can't be enrolled, in a sentence a rep can act on. */\nexport interface OutreachEnrollBlock {\n  code: string\n  reason: string\n}\n\n/**\n * The mail gateway in front of one person's domain (AGL-3326), and what it\n * did with this organization's mail this week — what the Check-people chip\n * shows — with `hold` set when the engine would hold the send into it: the\n * gateway refused the sender twice in the last thirty days and delivered\n * nothing. A held person is not blocked; they default to un-ticked, and\n * ticking them is the member's say-so.\n */\nexport interface OutreachEnrollGateway extends OutreachGatewayStanding {\n  hold: boolean\n}\n\nexport interface OutreachEnrollPreviewPerson {\n  /** The key the dialog and the confirm name this person by: the record's own id. */\n  personId: string\n  /** The record the person is (AGL-3234). */\n  target: 'contact' | 'lead'\n  /** The contact's id; `''` for a lead. */\n  contactId: string\n  /** The lead's person key; `null` for a contact. */\n  leadId: string | null\n  name: string\n  /** The address the steps would go to, or `null` when the contact has none. */\n  email: string | null\n  /** No inbound capture behind them — the heavier rules apply. */\n  cold: boolean\n  /** ISO-3166-1 alpha-2, when anything names one. */\n  country: string | null\n  status: OutreachEnrollPreviewStatus\n  /** Why a `blocked` person is refused; empty otherwise. */\n  blocks: OutreachEnrollBlock[]\n  /** What the rep must supply before a `needs_confirmation` person is enrolled. */\n  requires: {\n    personalLine: boolean\n    attestations: OutreachAttestationKind[]\n  }\n  /** The mail gateway in front of their domain (AGL-3326); `null` when it could not be read. */\n  gateway: OutreachEnrollGateway | null\n}\n\nexport interface OutreachEnrollPreviewResponse {\n  ok: true\n  people: OutreachEnrollPreviewPerson[]\n  /** Everyone the source named, before the batch limit. */\n  total: number\n  /** True when the source named more people than one enrollment reads. */\n  truncated: boolean\n}\n\n/**\n * One person's confirmed copy of one step, as the console sends it\n * (AGL-3324): what the member read and ticked the confirmation for. The\n * route validates it again and stamps who and when.\n */\nexport interface OutreachStepOverrideRequest {\n  stepIndex: number\n  /** Read only where the email starts a thread. */\n  subject?: string\n  body: string\n  source: OutreachStepOverrideSource\n  /** An AI draft the member changed before confirming it. */\n  edited?: boolean\n  /** The prompt the AI was given, returned by the draft route, for the audit log. */\n  prompt?: string\n  /** The model that drafted it, returned by the draft route. */\n  model?: string\n}\n\n/** One person to enroll, with what the rep supplied for them: a contact by id, or a lead by key. */\nexport interface OutreachEnrollPersonRequest {\n  contactId?: string\n  leadId?: string\n  personalLine?: string\n  attestations?: OutreachAttestationKind[]\n  /** The steps the member curated for this person before enrolling them (AGL-3324). */\n  stepOverrides?: OutreachStepOverrideRequest[]\n}\n\n/** `POST outreach/enroll` — the gates are checked again, here, before anything is written. */\nexport interface OutreachEnrollRequest {\n  orgId: string\n  sequenceId: string\n  people: OutreachEnrollPersonRequest[]\n  /**\n   * The step everyone begins at (AGL-3228), zero-based; the first when\n   * absent. For people who already had the earlier steps by hand: those are\n   * marked skipped, and this step goes out after its own delay, counted from\n   * the enrollment. A step the sequence does not have refuses the request.\n   */\n  startStepIndex?: number\n}\n\ninterface OutreachEnrollOutcomePerson {\n  personId: string\n  target: 'contact' | 'lead'\n  contactId: string\n  leadId: string | null\n  email: string | null\n}\n\nexport type OutreachEnrollOutcome =\n  | (OutreachEnrollOutcomePerson & { outcome: 'enrolled'; enrollmentId: string })\n  | (OutreachEnrollOutcomePerson & { outcome: 'blocked'; blocks: OutreachEnrollBlock[] })\n\nexport interface OutreachEnrollResponse {\n  ok: true\n  results: OutreachEnrollOutcome[]\n  enrolled: number\n}\n\n/*==========================================\n * ENROLLMENTS\n *==========================================*/\n\n/** What a member may do to one enrollment. */\nexport type OutreachEnrollmentAction = 'pause' | 'resume' | 'stop' | 'do_not_contact'\n\n/** `POST outreach/enrollments/action` */\nexport interface OutreachEnrollmentActionRequest {\n  orgId: string\n  enrollmentId: string\n  action: OutreachEnrollmentAction\n  /** Why, for a stop or a do-not-contact. */\n  detail?: string\n}\n\nexport interface OutreachEnrollmentActionResponse {\n  ok: true\n  /** False when the enrollment was already where the action would put it. */\n  changed: boolean\n  enrollment: OutreachEnrollment\n  /** Other open enrollments of the same address a do-not-contact stopped. */\n  stoppedOthers: number\n}\n\n/*==========================================\n * DO NOT CONTACT: DOMAINS (AGL-3244)\n *==========================================*/\n\n/** `GET outreach/do-not-contact/domains?orgId` — and the answer to a change. */\nexport interface OutreachDoNotContactDomainsResponse {\n  ok: true\n  /** Every domain on the list, alphabetically. */\n  domains: OutreachDoNotContactDomainEntry[]\n}\n\n/** `POST outreach/do-not-contact/domains` */\nexport interface OutreachDoNotContactDomainRequest {\n  orgId: string\n  action: 'add' | 'remove'\n  /** The domain, or an address at it. */\n  domain: string\n  /** Why, for an add. */\n  detail?: string\n}\n\n/** The answer to a change: the list as it stands, and whether anything changed. */\nexport interface OutreachDoNotContactDomainResponse extends OutreachDoNotContactDomainsResponse {\n  changed: boolean\n  /** The domain as the list spells it. */\n  domain: string\n}\n\n/*==========================================\n * LINK DOMAINS (AGL-3306)\n *==========================================*/\n\n/** Where a mailbox domain's click-tracking host stands. */\nexport type OutreachLinkDomainStatus = 'not-set-up' | 'requested' | 'records-issued' | 'verified' | 'failed'\n\n/** One DNS record the member publishes, as the sending-domain cards print them. */\nexport interface OutreachLinkDomainRecord {\n  type: string\n  name: string\n  value: string\n  required: boolean\n  note: string\n}\n\n/**\n * One sending domain of the organization's connected mailboxes, and its\n * `links.` host: what tracked links in mail from it read now, and what is\n * left to do for them to read `https://links.<domain>/<id>`.\n */\nexport interface OutreachLinkDomain {\n  /** The mailboxes' sending domain. */\n  domain: string\n  /** `links.<domain>`. */\n  host: string\n  status: OutreachLinkDomainStatus\n  /** The records to publish; empty until the host is set up. */\n  records: OutreachLinkDomainRecord[]\n  /** Why it is not verified, in a sentence; `null` when nothing is wrong. */\n  detail: string | null\n  /** How a tracked link in mail from this domain starts today. */\n  linkPrefix: string | null\n  checkedAtMs: number | null\n  verifiedAtMs: number | null\n}\n\n/** `GET outreach/link-domains?orgId` */\nexport interface OutreachLinkDomainsResponse {\n  ok: true\n  domains: OutreachLinkDomain[]\n  /** Whether the member may set a host up, check it, or remove it. */\n  canManage: boolean\n}\n\n/** `POST outreach/link-domains` */\nexport interface OutreachLinkDomainRequest {\n  orgId: string\n  domain: string\n  action: 'set-up' | 'check' | 'remove'\n}\n\nexport interface OutreachLinkDomainResponse extends OutreachLinkDomainsResponse {\n  /** The domain the action was for. */\n  domain: string\n}\n\n/*==========================================\n * PREVIEW\n *==========================================*/\n\n/** `POST outreach/preview` — one email of a saved sequence, as a person would get it. */\nexport interface OutreachPreviewRequest {\n  orgId: string\n  sequenceId: string\n  /** The contact to write it to; a sample person when absent. */\n  contactId?: string\n  /** Or a lead the sequence's site holds (AGL-3234), written to as the contact it would be. */\n  leadId?: string\n  personalLine?: string\n  /** Which step; the first email when absent. */\n  stepIndex?: number\n  /** The person's copies of steps as the dialog holds them (AGL-3324), so the preview shows the curated version. */\n  stepOverrides?: OutreachStepOverrideRequest[]\n  /**\n   * The step the enrollment would begin at (AGL-3228), zero-based: the\n   * first email written is the first one sent from there.\n   */\n  startStepIndex?: number\n}\n\nexport interface OutreachPreviewResponse {\n  ok: true\n  stepIndex: number\n  subject: string\n  /** The plain text, footer included. */\n  text: string\n  unresolvedFields: string[]\n  /** Why it could not be written, when it could not. */\n  error: OutreachComposeError | null\n}\n\n/*==========================================\n * A TEST OF ONE STEP (AGL-3325)\n *==========================================*/\n\n/**\n * `POST outreach/steps/test` — one step of a saved sequence, rendered\n * exactly as `outreach/preview` renders it (the same person, personal\n * line and step) and sent through the sequence's mailbox to the member.\n */\nexport interface OutreachStepTestRequest extends OutreachPreviewRequest {\n  /** Where the test goes; the member's own address when absent or empty. */\n  to?: string\n}\n\nexport interface OutreachStepTestResponse {\n  ok: true\n  stepIndex: number\n  /** The address the test went to. */\n  sentTo: string\n  /** The subject as sent, `[Test]` prefix included. */\n  subject: string\n  sentAtMs: number\n  /** How many tests the mailbox has sent on its local day, this one included. */\n  testsToday: number\n}\n\n/*==========================================\n * CURATING (AGL-3324)\n *==========================================*/\n\n/**\n * `POST outreach/curate/draft` — this person's own copies of the sequence's\n * email steps, drafted by the workspace's AI. Names EITHER a person about to\n * be enrolled (the sequence, a contact or a lead, the personal line the rep\n * is writing) OR an enrollment, whose next email step is drafted. Nothing is\n * stored: the answer is what the member reads before confirming.\n */\nexport interface OutreachCurateDraftRequest {\n  orgId: string\n  sequenceId?: string\n  contactId?: string\n  leadId?: string\n  personalLine?: string\n  enrollmentId?: string\n  /** Which email steps; every email step for a person to enroll, the next one for an enrollment, when absent. */\n  stepIndexes?: number[]\n}\n\n/** One drafted step, with what the validator said about it. */\nexport interface OutreachCurateDraft {\n  stepIndex: number\n  /** `null` for an in-thread email, which is sent as `Re:` the thread's subject. */\n  subject: string | null\n  body: string\n  /** Errors and warnings; a draft with an error cannot be confirmed as it stands. */\n  issues: OutreachValidationIssue[]\n}\n\nexport interface OutreachCurateDraftResponse {\n  ok: true\n  drafts: OutreachCurateDraft[]\n  /** The prompt the AI was given and the model that answered, for the override's audit record. */\n  prompt: string\n  model: string\n}\n\n/** `POST outreach/curate/save` — stores a confirmed copy of one step on an enrollment, or clears it with `override: null`. */\nexport interface OutreachCurateSaveRequest {\n  orgId: string\n  enrollmentId: string\n  stepIndex: number\n  override: Omit<OutreachStepOverrideRequest, 'stepIndex'> | null\n}\n\nexport interface OutreachCurateSaveResponse {\n  ok: true\n  enrollment: OutreachEnrollment\n}\n\n/**\n * `POST outreach/enrollments/gateway` (AGL-3332): the mail gateway in front\n * of one enrolled person's domain, for their page's Details.\n *\n * Read on the server because both halves are: the domain's MX lives in the\n * platform's `mailDomains` cache (AGL-3328), which no member reads, and its\n * standing is the ledger of the sequence mailbox's sending domain.\n */\nexport interface OutreachEnrollmentGatewayResponse {\n  ok: true\n  /** The person's domain; `null` for an address without one. */\n  domain: string | null\n  /** The domain the enrollment's mailbox sends from, whose ledger `standing` reads. */\n  sendingDomain: string | null\n  /** The domain's MX, classified; `null` when it could not be looked up. */\n  intel: {\n    status: 'mx' | 'implicit_mx' | 'null_mx' | 'no_mx'\n    mx: string[]\n    gateway: OutreachGatewayStanding['gateway']\n    resolvedAtMs: number\n  } | null\n  /** What that gateway did with mail from the sending domain; `null` when unread. */\n  standing: OutreachGatewayStanding | null\n}\n"],"names":["OUTREACH_ENROLL_BATCH_MAX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;CAQC,GAiID;;4CAE4C,GAE5C,qDAAqD,GACrD,OAAO,MAAMA,4BAA4B,GAAE"}

package/src/lib/model/outreach.types.d.ts

@@ -735,6 +735,19 @@ export interface OutreachEnrollment extends OutreachTimestamps {
     mailboxId: string;
     /** The index into `steps` of the NEXT step to run. */
     stepIndex: number;
+    /**
+     * The step the enrollment began at (AGL-3228), when it was not the first:
+     * the member enrolled someone who already had the earlier steps by hand.
+     * Absent on an enrollment that began at step 1. The first email sent from
+     * here starts the enrollment's thread, whatever `replyInThread` says —
+     * there is no earlier email of ours for it to answer.
+     */
+    startStepIndex?: number;
+    /**
+     * The steps before {@link startStepIndex}, marked skipped at enrollment
+     * and never run (AGL-3228). Absent when none were.
+     */
+    skippedSteps?: OutreachSkippedStep[];
     /** When that step comes due, or `null` when nothing is waiting. */
     nextDueAtMs: number | null;
     status: OutreachEnrollmentStatus;
@@ -856,6 +869,18 @@ export interface OutreachSendClaim {
      */
     messageId: string | null;
 }
+/**
+ * One step an enrollment skipped because it began past it (AGL-3228): the
+ * person already had it by hand, so the runtime never runs it. Kept apart
+ * from {@link OutreachStepRecord}, which every reader counts as a send.
+ */
+export interface OutreachSkippedStep {
+    stepIndex: number;
+    stepId: string;
+    kind: 'email' | 'task';
+    /** When it was marked skipped: the enrollment. */
+    atMs: number;
+}
 /** One step the runtime ran for an enrollment (AGL-2981). */
 export interface OutreachStepRecord {
     stepIndex: number;