@aglyn/plugins-outreach 1.0.0-beta.218 → 1.0.0-beta.220

package/src/lib/model/stored-records.js

@@ -21,7 +21,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * Read DEFENSIVELY, a field at a time, because the readers act on what they
  * read: a sequence's steps are what gets sent, and an enrollment's status is
  * what decides whether it is sent at all.
- */ import { normalizeCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
+ */ import { normalizeContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 import { readOutreachSequenceDraft } from "./sequence-draft.js";
 import { OUTREACH_ENROLLMENT_STATUSES, OUTREACH_SEQUENCE_STATUSES, OUTREACH_STEP_OVERRIDE_SOURCES, OUTREACH_STOP_REASONS } from "./outreach.types.js";
 const text = (value)=>typeof value === 'string' ? value : '';
@@ -120,6 +120,24 @@ const texts = (value)=>Array.isArray(value) ? value.filter((entry)=>typeof entry
     }
     return Object.keys(overrides).length ? overrides : undefined;
 }
+/** The steps a stored enrollment skipped (AGL-3228), each as the model reads one; the malformed are dropped. */ function readOutreachSkippedSteps(value) {
+    if (!Array.isArray(value)) return [];
+    const steps = [];
+    for (const entry of value){
+        var _ms;
+        if (!entry || typeof entry !== 'object') continue;
+        const raw = entry;
+        const stepIndex = Number(raw['stepIndex']);
+        if (!Number.isInteger(stepIndex) || stepIndex < 0) continue;
+        steps.push({
+            stepIndex,
+            stepId: text(raw['stepId']),
+            kind: raw['kind'] === 'task' ? 'task' : 'email',
+            atMs: (_ms = ms(raw['atMs'])) != null ? _ms : 0
+        });
+    }
+    return steps;
+}
 /** A stored enrollment in its model shape, or `null` for no document. */ export function readStoredOutreachEnrollment(id, data) {
     var _ms, _ms1;
     if (!data) return null;
@@ -161,7 +179,7 @@ const texts = (value)=>Array.isArray(value) ? value.filter((entry)=>typeof entry
         // Absent on an enrollment made before a sequence could join a campaign
         // (AGL-3254), and read as none: nothing is credited to a campaign the
         // enrollment does not name.
-        campaignIds: normalizeCampaignIds(data['campaignIds']),
+        campaignIds: normalizeContainerIds(data['campaignIds']),
         createdAtMs: (_ms = ms(data['createdAtMs'])) != null ? _ms : 0,
         updatedAtMs: (_ms1 = ms(data['updatedAtMs'])) != null ? _ms1 : 0
     });
@@ -170,6 +188,14 @@ const texts = (value)=>Array.isArray(value) ? value.filter((entry)=>typeof entry
     const stepOverrides = readOutreachStepOverrides(data['stepOverrides']);
     if (stepOverrides) enrollment.stepOverrides = stepOverrides;
     else delete enrollment.stepOverrides;
+    // Where it began, and what it skipped (AGL-3228) — absent on one that
+    // began at step 1, which is every enrollment made before either existed.
+    const startStepIndex = Number(data['startStepIndex']);
+    if (Number.isInteger(startStepIndex) && startStepIndex > 0) enrollment.startStepIndex = startStepIndex;
+    else delete enrollment.startStepIndex;
+    const skippedSteps = readOutreachSkippedSteps(data['skippedSteps']);
+    if (skippedSteps.length) enrollment.skippedSteps = skippedSteps;
+    else delete enrollment.skippedSteps;
     return enrollment;
 }
 /** A stored mailbox with its id, or `null` for no document. */ export function readStoredOutreachMailbox(id, data) {

package/src/lib/model/stored-records.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/model/stored-records.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 * A stored Outreach document read back into its model shape (AGL-2980),\n * for the server's routes and the console's listeners alike. Client-safe.\n *\n * Read DEFENSIVELY, a field at a time, because the readers act on what they\n * read: a sequence's steps are what gets sent, and an enrollment's status is\n * what decides whether it is sent at all.\n */\n\nimport { normalizeCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { readOutreachSequenceDraft } from './sequence-draft'\nimport {\n  OUTREACH_ENROLLMENT_STATUSES,\n  OUTREACH_SEQUENCE_STATUSES,\n  OUTREACH_STEP_OVERRIDE_SOURCES,\n  OUTREACH_STOP_REASONS,\n  type OutreachEnrollment,\n  type OutreachEnrollmentStatus,\n  type OutreachEnrollmentTarget,\n  type OutreachMailbox,\n  type OutreachSequence,\n  type OutreachSequenceStats,\n  type OutreachSequenceStatus,\n  type OutreachStepOverride,\n  type OutreachStepOverrides,\n  type OutreachStopReason,\n} from './outreach.types'\n\nconst text = (value: unknown): string =>\n  typeof value === 'string' ? value : ''\nconst ms = (value: unknown): number | null =>\n  typeof value === 'number' && Number.isFinite(value) ? value : null\nconst texts = (value: unknown): string[] =>\n  Array.isArray(value)\n    ? value.filter((entry): entry is string => typeof entry === 'string')\n    : []\n\n/** A stored sequence in its model shape, or `null` for no document. */\nexport function readStoredOutreachSequence(\n  id: string,\n  data: Record<string, unknown> | undefined,\n): OutreachSequence | null {\n  if (!data) return null\n  const draft = readOutreachSequenceDraft(data)\n  const status = data['status']\n  const stats = readOutreachSequenceStats(data['stats'])\n  return {\n    id,\n    ...draft,\n    status: (OUTREACH_SEQUENCE_STATUSES as readonly unknown[]).includes(status)\n      ? (status as OutreachSequenceStatus)\n      : 'draft',\n    // Absent rather than an empty object for a sequence that has none\n    // (AGL-3239): the report reads an absent counter as \"not recorded\" and\n    // a present one as a number, and `{}` would be neither.\n    ...(stats ? { stats } : {}),\n    createdAtMs: ms(data['createdAtMs']) ?? 0,\n    updatedAtMs: ms(data['updatedAtMs']) ?? 0,\n  }\n}\n\n/**\n * A sequence's stored counters (AGL-3239), or `null` when it has none.\n *\n * Every field is carried through only when it is READABLE, so an absence\n * survives the round trip as an absence: the whole of the report's honesty\n * is that a counter nobody wrote is not a zero, and a normalizer that\n * defaulted these to `0` would destroy the distinction here, before any\n * reader could make it.\n */\nexport function readOutreachSequenceStats(\n  raw: unknown,\n): OutreachSequenceStats | null {\n  if (!raw || typeof raw !== 'object') return null\n  const data = raw as Record<string, unknown>\n  const stats: OutreachSequenceStats = {}\n  for (const key of [\n    'sent',\n    'people',\n    'clicks',\n    'uniqueClicks',\n    'machineClicks',\n    'openPeople',\n    'opens',\n    'uniqueOpens',\n    'machineOpens',\n    'proxyOpens',\n  ] as const) {\n    const value = data[key]\n    if (typeof value === 'number' && Number.isFinite(value) && value >= 0) {\n      stats[key] = Math.floor(value)\n    }\n  }\n  if (data['clickTracked'] === true) stats.clickTracked = true\n  const last = data['lastClickAtMs']\n  if (typeof last === 'number' && Number.isFinite(last)) stats.lastClickAtMs = last\n  if (data['openTracked'] === true) stats.openTracked = true\n  const lastOpen = data['lastOpenAtMs']\n  if (typeof lastOpen === 'number' && Number.isFinite(lastOpen)) stats.lastOpenAtMs = lastOpen\n  return Object.keys(stats).length ? stats : null\n}\n\n/**\n * A stored enrollment's curated steps (AGL-3324), or `undefined` when it\n * carries none worth reading. Read a field at a time, because what is read\n * here is what gets SENT in place of the step: an entry with neither a\n * subject nor a body, or one keyed by something that is not a step index,\n * is dropped rather than sent as an empty email.\n */\nexport function readOutreachStepOverrides(raw: unknown): OutreachStepOverrides | undefined {\n  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return undefined\n  const overrides: OutreachStepOverrides = {}\n  for (const [key, value] of Object.entries(raw as Record<string, unknown>)) {\n    if (!/^(0|[1-9]\\d*)$/.test(key) || !value || typeof value !== 'object') continue\n    const entry = value as Record<string, unknown>\n    const subject = typeof entry['subject'] === 'string' ? entry['subject'] : undefined\n    const body = typeof entry['body'] === 'string' ? entry['body'] : undefined\n    if (subject === undefined && body === undefined) continue\n    const source = entry['source']\n    const override: OutreachStepOverride = {\n      ...(subject !== undefined ? { subject } : {}),\n      ...(body !== undefined ? { body } : {}),\n      // Words nobody can say the source of are read as the member's: the\n      // audit line then claims no AI wrote them.\n      source: (OUTREACH_STEP_OVERRIDE_SOURCES as readonly unknown[]).includes(source)\n        ? (source as OutreachStepOverride['source'])\n        : 'member',\n      draftedAtMs: ms(entry['draftedAtMs']) ?? 0,\n      ...(typeof entry['draftedByUid'] === 'string' ? { draftedByUid: entry['draftedByUid'] } : {}),\n      ...(entry['edited'] === true ? { edited: true } : {}),\n      ...(typeof entry['prompt'] === 'string' ? { prompt: entry['prompt'] } : {}),\n      ...(typeof entry['model'] === 'string' ? { model: entry['model'] } : {}),\n    }\n    overrides[key] = override\n  }\n  return Object.keys(overrides).length ? overrides : undefined\n}\n\n/** A stored enrollment in its model shape, or `null` for no document. */\nexport function readStoredOutreachEnrollment(\n  id: string,\n  data: Record<string, unknown> | undefined,\n): OutreachEnrollment | null {\n  if (!data) return null\n  const status = data['status']\n  const stopReason = data['stopReason']\n  const stepIndex = Number(data['stepIndex'])\n  // An enrollment written before leads could be sequenced (AGL-3234) names\n  // no target and is a contact's; one that names a lead and no target is a\n  // lead's, whatever else it says.\n  const leadId = text(data['leadId']) || null\n  const target: OutreachEnrollmentTarget =\n    data['target'] === 'lead' || (data['target'] === undefined && leadId && !text(data['contactId']))\n      ? 'lead'\n      : 'contact'\n  const enrollment: OutreachEnrollment = {\n    ...(data as unknown as OutreachEnrollment),\n    id,\n    sequenceId: text(data['sequenceId']),\n    target,\n    contactId: text(data['contactId']),\n    leadId,\n    contactName: text(data['contactName']),\n    email: text(data['email']),\n    hostId: text(data['hostId']),\n    mailboxId: text(data['mailboxId']),\n    stepIndex: Number.isInteger(stepIndex) && stepIndex >= 0 ? stepIndex : 0,\n    nextDueAtMs: ms(data['nextDueAtMs']),\n    // A status the model does not name is read as stopped: nothing sends\n    // from a document nobody can say the state of.\n    status: (OUTREACH_ENROLLMENT_STATUSES as readonly unknown[]).includes(\n      status,\n    )\n      ? (status as OutreachEnrollmentStatus)\n      : 'stopped',\n    stopReason: (OUTREACH_STOP_REASONS as readonly unknown[]).includes(\n      stopReason,\n    )\n      ? (stopReason as OutreachStopReason)\n      : null,\n    stopDetail:\n      typeof data['stopDetail'] === 'string' ? data['stopDetail'] : null,\n    stoppedAtMs: ms(data['stoppedAtMs']),\n    stoppedByUid:\n      typeof data['stoppedByUid'] === 'string' ? data['stoppedByUid'] : null,\n    personalLine: text(data['personalLine']),\n    cold: data['cold'] === true,\n    enrolledByUid: text(data['enrolledByUid']),\n    gmailThreadId:\n      typeof data['gmailThreadId'] === 'string' ? data['gmailThreadId'] : null,\n    gmailThreadIds: texts(data['gmailThreadIds']),\n    threadSubject:\n      typeof data['threadSubject'] === 'string' ? data['threadSubject'] : null,\n    messageIds: texts(data['messageIds']),\n    lastSentAtMs: ms(data['lastSentAtMs']),\n    // Absent on an enrollment made before a sequence could join a campaign\n    // (AGL-3254), and read as none: nothing is credited to a campaign the\n    // enrollment does not name.\n    campaignIds: normalizeCampaignIds(data['campaignIds']),\n    createdAtMs: ms(data['createdAtMs']) ?? 0,\n    updatedAtMs: ms(data['updatedAtMs']) ?? 0,\n  }\n  // Absent rather than an empty map for an enrollment nobody curated\n  // (AGL-3324): the spread above would otherwise carry whatever was stored.\n  const stepOverrides = readOutreachStepOverrides(data['stepOverrides'])\n  if (stepOverrides) enrollment.stepOverrides = stepOverrides\n  else delete enrollment.stepOverrides\n  return enrollment\n}\n\n/** A stored mailbox with its id, or `null` for no document. */\nexport function readStoredOutreachMailbox(\n  id: string,\n  data: Record<string, unknown> | undefined,\n): OutreachMailbox | null {\n  if (!data) return null\n  return { ...(data as unknown as OutreachMailbox), id 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/model/stored-records.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 * A stored Outreach document read back into its model shape (AGL-2980),\n * for the server's routes and the console's listeners alike. Client-safe.\n *\n * Read DEFENSIVELY, a field at a time, because the readers act on what they\n * read: a sequence's steps are what gets sent, and an enrollment's status is\n * what decides whether it is sent at all.\n */\n\nimport { normalizeContainerIds } from '@aglyn/aglyn/app-utils/container-membership'\nimport { readOutreachSequenceDraft } from './sequence-draft'\nimport {\n  OUTREACH_ENROLLMENT_STATUSES,\n  OUTREACH_SEQUENCE_STATUSES,\n  OUTREACH_STEP_OVERRIDE_SOURCES,\n  OUTREACH_STOP_REASONS,\n  type OutreachEnrollment,\n  type OutreachEnrollmentStatus,\n  type OutreachEnrollmentTarget,\n  type OutreachMailbox,\n  type OutreachSequence,\n  type OutreachSequenceStats,\n  type OutreachSequenceStatus,\n  type OutreachSkippedStep,\n  type OutreachStepOverride,\n  type OutreachStepOverrides,\n  type OutreachStopReason,\n} from './outreach.types'\n\nconst text = (value: unknown): string =>\n  typeof value === 'string' ? value : ''\nconst ms = (value: unknown): number | null =>\n  typeof value === 'number' && Number.isFinite(value) ? value : null\nconst texts = (value: unknown): string[] =>\n  Array.isArray(value)\n    ? value.filter((entry): entry is string => typeof entry === 'string')\n    : []\n\n/** A stored sequence in its model shape, or `null` for no document. */\nexport function readStoredOutreachSequence(\n  id: string,\n  data: Record<string, unknown> | undefined,\n): OutreachSequence | null {\n  if (!data) return null\n  const draft = readOutreachSequenceDraft(data)\n  const status = data['status']\n  const stats = readOutreachSequenceStats(data['stats'])\n  return {\n    id,\n    ...draft,\n    status: (OUTREACH_SEQUENCE_STATUSES as readonly unknown[]).includes(status)\n      ? (status as OutreachSequenceStatus)\n      : 'draft',\n    // Absent rather than an empty object for a sequence that has none\n    // (AGL-3239): the report reads an absent counter as \"not recorded\" and\n    // a present one as a number, and `{}` would be neither.\n    ...(stats ? { stats } : {}),\n    createdAtMs: ms(data['createdAtMs']) ?? 0,\n    updatedAtMs: ms(data['updatedAtMs']) ?? 0,\n  }\n}\n\n/**\n * A sequence's stored counters (AGL-3239), or `null` when it has none.\n *\n * Every field is carried through only when it is READABLE, so an absence\n * survives the round trip as an absence: the whole of the report's honesty\n * is that a counter nobody wrote is not a zero, and a normalizer that\n * defaulted these to `0` would destroy the distinction here, before any\n * reader could make it.\n */\nexport function readOutreachSequenceStats(\n  raw: unknown,\n): OutreachSequenceStats | null {\n  if (!raw || typeof raw !== 'object') return null\n  const data = raw as Record<string, unknown>\n  const stats: OutreachSequenceStats = {}\n  for (const key of [\n    'sent',\n    'people',\n    'clicks',\n    'uniqueClicks',\n    'machineClicks',\n    'openPeople',\n    'opens',\n    'uniqueOpens',\n    'machineOpens',\n    'proxyOpens',\n  ] as const) {\n    const value = data[key]\n    if (typeof value === 'number' && Number.isFinite(value) && value >= 0) {\n      stats[key] = Math.floor(value)\n    }\n  }\n  if (data['clickTracked'] === true) stats.clickTracked = true\n  const last = data['lastClickAtMs']\n  if (typeof last === 'number' && Number.isFinite(last)) stats.lastClickAtMs = last\n  if (data['openTracked'] === true) stats.openTracked = true\n  const lastOpen = data['lastOpenAtMs']\n  if (typeof lastOpen === 'number' && Number.isFinite(lastOpen)) stats.lastOpenAtMs = lastOpen\n  return Object.keys(stats).length ? stats : null\n}\n\n/**\n * A stored enrollment's curated steps (AGL-3324), or `undefined` when it\n * carries none worth reading. Read a field at a time, because what is read\n * here is what gets SENT in place of the step: an entry with neither a\n * subject nor a body, or one keyed by something that is not a step index,\n * is dropped rather than sent as an empty email.\n */\nexport function readOutreachStepOverrides(raw: unknown): OutreachStepOverrides | undefined {\n  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return undefined\n  const overrides: OutreachStepOverrides = {}\n  for (const [key, value] of Object.entries(raw as Record<string, unknown>)) {\n    if (!/^(0|[1-9]\\d*)$/.test(key) || !value || typeof value !== 'object') continue\n    const entry = value as Record<string, unknown>\n    const subject = typeof entry['subject'] === 'string' ? entry['subject'] : undefined\n    const body = typeof entry['body'] === 'string' ? entry['body'] : undefined\n    if (subject === undefined && body === undefined) continue\n    const source = entry['source']\n    const override: OutreachStepOverride = {\n      ...(subject !== undefined ? { subject } : {}),\n      ...(body !== undefined ? { body } : {}),\n      // Words nobody can say the source of are read as the member's: the\n      // audit line then claims no AI wrote them.\n      source: (OUTREACH_STEP_OVERRIDE_SOURCES as readonly unknown[]).includes(source)\n        ? (source as OutreachStepOverride['source'])\n        : 'member',\n      draftedAtMs: ms(entry['draftedAtMs']) ?? 0,\n      ...(typeof entry['draftedByUid'] === 'string' ? { draftedByUid: entry['draftedByUid'] } : {}),\n      ...(entry['edited'] === true ? { edited: true } : {}),\n      ...(typeof entry['prompt'] === 'string' ? { prompt: entry['prompt'] } : {}),\n      ...(typeof entry['model'] === 'string' ? { model: entry['model'] } : {}),\n    }\n    overrides[key] = override\n  }\n  return Object.keys(overrides).length ? overrides : undefined\n}\n\n/** The steps a stored enrollment skipped (AGL-3228), each as the model reads one; the malformed are dropped. */\nfunction readOutreachSkippedSteps(value: unknown): OutreachSkippedStep[] {\n  if (!Array.isArray(value)) return []\n  const steps: OutreachSkippedStep[] = []\n  for (const entry of value) {\n    if (!entry || typeof entry !== 'object') continue\n    const raw = entry as Record<string, unknown>\n    const stepIndex = Number(raw['stepIndex'])\n    if (!Number.isInteger(stepIndex) || stepIndex < 0) continue\n    steps.push({\n      stepIndex,\n      stepId: text(raw['stepId']),\n      kind: raw['kind'] === 'task' ? 'task' : 'email',\n      atMs: ms(raw['atMs']) ?? 0,\n    })\n  }\n  return steps\n}\n\n/** A stored enrollment in its model shape, or `null` for no document. */\nexport function readStoredOutreachEnrollment(\n  id: string,\n  data: Record<string, unknown> | undefined,\n): OutreachEnrollment | null {\n  if (!data) return null\n  const status = data['status']\n  const stopReason = data['stopReason']\n  const stepIndex = Number(data['stepIndex'])\n  // An enrollment written before leads could be sequenced (AGL-3234) names\n  // no target and is a contact's; one that names a lead and no target is a\n  // lead's, whatever else it says.\n  const leadId = text(data['leadId']) || null\n  const target: OutreachEnrollmentTarget =\n    data['target'] === 'lead' || (data['target'] === undefined && leadId && !text(data['contactId']))\n      ? 'lead'\n      : 'contact'\n  const enrollment: OutreachEnrollment = {\n    ...(data as unknown as OutreachEnrollment),\n    id,\n    sequenceId: text(data['sequenceId']),\n    target,\n    contactId: text(data['contactId']),\n    leadId,\n    contactName: text(data['contactName']),\n    email: text(data['email']),\n    hostId: text(data['hostId']),\n    mailboxId: text(data['mailboxId']),\n    stepIndex: Number.isInteger(stepIndex) && stepIndex >= 0 ? stepIndex : 0,\n    nextDueAtMs: ms(data['nextDueAtMs']),\n    // A status the model does not name is read as stopped: nothing sends\n    // from a document nobody can say the state of.\n    status: (OUTREACH_ENROLLMENT_STATUSES as readonly unknown[]).includes(\n      status,\n    )\n      ? (status as OutreachEnrollmentStatus)\n      : 'stopped',\n    stopReason: (OUTREACH_STOP_REASONS as readonly unknown[]).includes(\n      stopReason,\n    )\n      ? 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normalizeContainerIds(data['campaignIds']),\n    createdAtMs: ms(data['createdAtMs']) ?? 0,\n    updatedAtMs: ms(data['updatedAtMs']) ?? 0,\n  }\n  // Absent rather than an empty map for an enrollment nobody curated\n  // (AGL-3324): the spread above would otherwise carry whatever was stored.\n  const stepOverrides = readOutreachStepOverrides(data['stepOverrides'])\n  if (stepOverrides) enrollment.stepOverrides = stepOverrides\n  else delete enrollment.stepOverrides\n  // Where it began, and what it skipped (AGL-3228) — absent on one that\n  // began at step 1, which is every enrollment made before either existed.\n  const startStepIndex = Number(data['startStepIndex'])\n  if (Number.isInteger(startStepIndex) && startStepIndex > 0) enrollment.startStepIndex = startStepIndex\n  else delete enrollment.startStepIndex\n  const skippedSteps = readOutreachSkippedSteps(data['skippedSteps'])\n  if (skippedSteps.length) enrollment.skippedSteps = skippedSteps\n  else delete enrollment.skippedSteps\n  return enrollment\n}\n\n/** A stored mailbox with its id, or `null` for no document. */\nexport function readStoredOutreachMailbox(\n  id: string,\n  data: Record<string, unknown> | undefined,\n): OutreachMailbox | null {\n  if (!data) return null\n  return { ...(data as unknown as OutreachMailbox), id 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package/src/lib/plugin.js

@@ -61,7 +61,7 @@ import { OUTREACH_PERMISSIONS, OUTREACH_PLUGIN_ID, OUTREACH_USE_PERMISSION } fro
             {
                 label: 'Sequences',
                 // The URL slug stays `outreach`: it is the plugin id the console
-                // resolves the surface by, and `PLUGIN_TITLES` carries the name.
+                // resolves the surface by, and this label is the name its tab carries.
                 href: '/outreach',
                 sections: OUTREACH_CONSOLE_SECTIONS,
                 // The release flag's tab id: `release_outreach` names it, and the org

package/src/lib/plugin.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/outreach/src/lib/plugin.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  registerConsoleExtension,\n  registerPluginPermissions,\n} from '@aglyn/aglyn'\nimport { mdiEmailFastOutline } from '@aglyn/shared-data-mdi'\nimport { lazy } from 'react'\nimport { OUTREACH_CONSOLE_SECTIONS } from './components/outreach-console-sections'\nimport {\n  OUTREACH_PERMISSIONS,\n  OUTREACH_PLUGIN_ID,\n  OUTREACH_USE_PERMISSION,\n} from './constants/bundle-common'\n\n/** Code-split: the hub only loads when opened. */\nconst OutreachConsolePage = lazy(\n  () => import('./components/outreach-console-page'),\n)\n\n/**\n * The console half of this plugin (AGL-2974), named in `plugins.config.json`\n * as `console`. Console and console API only, like the CRM: a sequence has no\n * canvas element, so there is no site bundle and no tenant half.\n *\n * THE NAME PEOPLE READ IS \"SEQUENCES\" (AGL-3199); the plugin id, the lib, the\n * package, the flag, the entitlement, the permission, the collections and the\n * API prefix all stay `outreach`. Renaming those would move stored data and\n * break the unsubscribe links already sent, and no reader sees them.\n *\n * ONE ORGANIZATION-LEVEL SURFACE. Sequences are a rep's work across every site\n * the organization sells for, sent from that rep's own mailbox, so they live\n * beside the organization's other tabs rather than under a site. It is\n * declared in `orgNavItems`, which the console serves at\n * `/[orgSlug]/outreach/<section>` through its generic org route.\n *\n * THREE GATES, each answered by the shell, never by this page:\n *\n * - the RELEASE flag `release_outreach`, reached through the nav item's\n *   `navTabId` — off by default, so only staff preview it;\n * - the ENTITLEMENT `features.outreach`, which no plan carries, so an\n *   organization has it only through its per-org override;\n * - the PERMISSION `outreach.use`, which owners and admins hold by default.\n *\n * The org tab strip hides the tab unless all three hold. A deep link is\n * answered by the route with the refusal that applies, and the words for the\n * entitlement one are this extension's own: the shell's derived sentence\n * calls a feature no plan carries \"a paid add-on\", which this is not.\n */\nexport function registerOutreachConsole(): void {\n  registerPluginPermissions(OUTREACH_PERMISSIONS)\n  registerConsoleExtension({\n    pluginId: OUTREACH_PLUGIN_ID,\n    displayName: 'Sequences',\n    permission: OUTREACH_USE_PERMISSION,\n    featureFlag: 'outreach',\n    upgradeNotice: {\n      message: \"Sequences isn't available to this workspace yet.\",\n    },\n    orgNavItems: [\n      {\n        label: 'Sequences',\n        // The URL slug stays `outreach`: it is the plugin id the console\n        // resolves the surface by, and `PLUGIN_TITLES` carries the name.\n        href: '/outreach',\n        sections: OUTREACH_CONSOLE_SECTIONS,\n        // The release flag's tab id: `release_outreach` names it, and the org\n        // strip hides the tab from customers while the flag is off.\n        navTabId: 'nav-tab-org-outreach',\n        icon: { path: mdiEmailFastOutline.path },\n        header: {\n          title: 'Sequences',\n          icon: { path: mdiEmailFastOutline.path },\n          docsTopic: 'sequences',\n        },\n        Component: OutreachConsolePage,\n      },\n    ],\n  })\n}\n"],"names":["registerConsoleExtension","registerPluginPermissions","mdiEmailFastOutline","lazy","OUTREACH_CONSOLE_SECTIONS","OUTREACH_PERMISSIONS","OUTREACH_PLUGIN_ID","OUTREACH_USE_PERMISSION","OutreachConsolePage","registerOutreachConsole","pluginId","displayName","permission","featureFlag","upgradeNotice","message","orgNavItems","label","href","sections","navTabId","icon","path","header","title","docsTopic","Component"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EACxBC,yBAAyB,QACpB,eAAc;AACrB,SAASC,mBAAmB,QAAQ,yBAAwB;AAC5D,SAASC,IAAI,QAAQ,QAAO;AAC5B,SAASC,yBAAyB,QAAQ,4CAAwC;AAClF,SACEC,oBAAoB,EACpBC,kBAAkB,EAClBC,uBAAuB,QAClB,+BAA2B;AAElC,gDAAgD,GAChD,MAAMC,sBAAsBL,KAC1B,IAAM,MAAM,CAAC;AAGf;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA4BC,GACD,OAAO,SAASM;IACdR,0BAA0BI;IAC1BL,yBAAyB;QACvBU,UAAUJ;QACVK,aAAa;QACbC,YAAYL;QACZM,aAAa;QACbC,eAAe;YACbC,SAAS;QACX;QACAC,aAAa;YACX;gBACEC,OAAO;gBACP,iEAAiE;gBACjE,iEAAiE;gBACjEC,MAAM;gBACNC,UAAUf;gBACV,sEAAsE;gBACtE,4DAA4D;gBAC5DgB,UAAU;gBACVC,MAAM;oBAAEC,MAAMpB,oBAAoBoB,IAAI;gBAAC;gBACvCC,QAAQ;oBACNC,OAAO;oBACPH,MAAM;wBAAEC,MAAMpB,oBAAoBoB,IAAI;oBAAC;oBACvCG,WAAW;gBACb;gBACAC,WAAWlB;YACb;SACD;IACH;AACF"}
+{"version":3,"sources":["../../../../../../libs/plugins/outreach/src/lib/plugin.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  registerConsoleExtension,\n  registerPluginPermissions,\n} from '@aglyn/aglyn'\nimport { mdiEmailFastOutline } from '@aglyn/shared-data-mdi'\nimport { lazy } from 'react'\nimport { OUTREACH_CONSOLE_SECTIONS } from './components/outreach-console-sections'\nimport {\n  OUTREACH_PERMISSIONS,\n  OUTREACH_PLUGIN_ID,\n  OUTREACH_USE_PERMISSION,\n} from './constants/bundle-common'\n\n/** Code-split: the hub only loads when opened. */\nconst OutreachConsolePage = lazy(\n  () => import('./components/outreach-console-page'),\n)\n\n/**\n * The console half of this plugin (AGL-2974), named in `plugins.config.json`\n * as `console`. Console and console API only, like the CRM: a sequence has no\n * canvas element, so there is no site bundle and no tenant half.\n *\n * THE NAME PEOPLE READ IS \"SEQUENCES\" (AGL-3199); the plugin id, the lib, the\n * package, the flag, the entitlement, the permission, the collections and the\n * API prefix all stay `outreach`. Renaming those would move stored data and\n * break the unsubscribe links already sent, and no reader sees them.\n *\n * ONE ORGANIZATION-LEVEL SURFACE. Sequences are a rep's work across every site\n * the organization sells for, sent from that rep's own mailbox, so they live\n * beside the organization's other tabs rather than under a site. It is\n * declared in `orgNavItems`, which the console serves at\n * `/[orgSlug]/outreach/<section>` through its generic org route.\n *\n * THREE GATES, each answered by the shell, never by this page:\n *\n * - the RELEASE flag `release_outreach`, reached through the nav item's\n *   `navTabId` — off by default, so only staff preview it;\n * - the ENTITLEMENT `features.outreach`, which no plan carries, so an\n *   organization has it only through its per-org override;\n * - the PERMISSION `outreach.use`, which owners and admins hold by default.\n *\n * The org tab strip hides the tab unless all three hold. A deep link is\n * answered by the route with the refusal that applies, and the words for the\n * entitlement one are this extension's own: the shell's derived sentence\n * calls a feature no plan carries \"a paid add-on\", which this is not.\n */\nexport function registerOutreachConsole(): void {\n  registerPluginPermissions(OUTREACH_PERMISSIONS)\n  registerConsoleExtension({\n    pluginId: OUTREACH_PLUGIN_ID,\n    displayName: 'Sequences',\n    permission: OUTREACH_USE_PERMISSION,\n    featureFlag: 'outreach',\n    upgradeNotice: {\n      message: \"Sequences isn't available to this workspace yet.\",\n    },\n    orgNavItems: [\n      {\n        label: 'Sequences',\n        // The URL slug stays `outreach`: it is the plugin id the console\n        // resolves the surface by, and this label is the name its tab carries.\n        href: '/outreach',\n        sections: OUTREACH_CONSOLE_SECTIONS,\n        // The release flag's tab id: `release_outreach` names it, and the org\n        // strip hides the tab from customers while the flag is off.\n        navTabId: 'nav-tab-org-outreach',\n        icon: { path: mdiEmailFastOutline.path },\n        header: {\n          title: 'Sequences',\n          icon: { path: mdiEmailFastOutline.path },\n          docsTopic: 'sequences',\n        },\n        Component: OutreachConsolePage,\n      },\n    ],\n  })\n}\n"],"names":["registerConsoleExtension","registerPluginPermissions","mdiEmailFastOutline","lazy","OUTREACH_CONSOLE_SECTIONS","OUTREACH_PERMISSIONS","OUTREACH_PLUGIN_ID","OUTREACH_USE_PERMISSION","OutreachConsolePage","registerOutreachConsole","pluginId","displayName","permission","featureFlag","upgradeNotice","message","orgNavItems","label","href","sections","navTabId","icon","path","header","title","docsTopic","Component"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EACxBC,yBAAyB,QACpB,eAAc;AACrB,SAASC,mBAAmB,QAAQ,yBAAwB;AAC5D,SAASC,IAAI,QAAQ,QAAO;AAC5B,SAASC,yBAAyB,QAAQ,4CAAwC;AAClF,SACEC,oBAAoB,EACpBC,kBAAkB,EAClBC,uBAAuB,QAClB,+BAA2B;AAElC,gDAAgD,GAChD,MAAMC,sBAAsBL,KAC1B,IAAM,MAAM,CAAC;AAGf;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA4BC,GACD,OAAO,SAASM;IACdR,0BAA0BI;IAC1BL,yBAAyB;QACvBU,UAAUJ;QACVK,aAAa;QACbC,YAAYL;QACZM,aAAa;QACbC,eAAe;YACbC,SAAS;QACX;QACAC,aAAa;YACX;gBACEC,OAAO;gBACP,iEAAiE;gBACjE,uEAAuE;gBACvEC,MAAM;gBACNC,UAAUf;gBACV,sEAAsE;gBACtE,4DAA4D;gBAC5DgB,UAAU;gBACVC,MAAM;oBAAEC,MAAMpB,oBAAoBoB,IAAI;gBAAC;gBACvCC,QAAQ;oBACNC,OAAO;oBACPH,MAAM;wBAAEC,MAAMpB,oBAAoBoB,IAAI;oBAAC;oBACvCG,WAAW;gBACb;gBACAC,WAAWlB;YACb;SACD;IACH;AACF"}

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

@@ -14,11 +14,12 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { readCampaignIds, readContactCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
+ */ import { readContainerIds, readContactContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
 import { readContactFacet } from "@aglyn/aglyn/app-utils/contacts";
 import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
 import { normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { readOrgContainers } from "@aglyn/tenant-data-admin/server/org-containers";
 import { FieldValue } from "firebase-admin/firestore";
 import { OUTREACH_CURATION_SYSTEM, outreachCurationPrompt, parseOutreachCurationAnswer } from "../engine/curation-prompt.js";
 import { outreachCuratedEntry } from "../engine/enrollment-activity.js";
@@ -158,14 +159,13 @@ const text = (value)=>typeof value === 'string' ? value.trim() : '';
 const texts = (value)=>Array.isArray(value) ? value.map(text).filter(Boolean) : [];
 /**
  * The names of the campaigns the person is filed under — the org's
- * containers, `orgs/{orgId}/emailCampaigns`. A container that is gone names
- * nothing; a read that fails names none, and the draft goes without.
+ * containers of the `campaign` kind. A container that is gone names nothing;
+ * a read that fails names none, and the draft goes without.
  */ async function campaignNames(firestore, orgId, campaignIds) {
     if (!campaignIds.length) return [];
     try {
-        const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns');
-        const found = await firestore.getAll(...campaignIds.map((id)=>containers.doc(id)));
-        return found.map((snapshot)=>text(snapshot.get('name'))).filter(Boolean);
+        const found = await readOrgContainers(firestore, 'campaign', orgId, campaignIds);
+        return found.map((container)=>container.name).filter(Boolean);
     } catch (error) {
         console.error('[outreach] the person’s campaigns could not be named for the draft', error);
         return [];
@@ -177,7 +177,7 @@ const texts = (value)=>Array.isArray(value) ? value.map(text).filter(Boolean) :
     const facet = readContactFacet(contact, contactGroupId);
     const lead = (_candidate_lead = candidate.lead) != null ? _candidate_lead : {};
     const company = (_candidate_company = candidate.company) != null ? _candidate_company : {};
-    const campaignIds = candidate.target === 'lead' ? readCampaignIds(lead) : readContactCampaignIds(contact, contactGroupId);
+    const campaignIds = candidate.target === 'lead' ? readContainerIds(lead, 'campaign') : readContactContainerIds(contact, contactGroupId, 'campaign');
     const [mailboxSnapshot, host, campaigns] = await Promise.all([
         subject.sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(subject.sequence.mailboxId).get() : null,
         subject.sequence.hostId ? firestore.collection('hosts').doc(subject.sequence.hostId).get() : null,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/curate-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { readCampaignIds, readContactCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { readContactFacet } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport type { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  OUTREACH_CURATION_SYSTEM,\n  outreachCurationPrompt,\n  parseOutreachCurationAnswer,\n  type OutreachCurationFacts,\n  type OutreachCurationStep,\n} from '../engine/curation-prompt'\nimport { outreachCuratedEntry } from '../engine/enrollment-activity'\nimport { OUTREACH_OPEN_ENROLLMENT_STATUSES } from '../engine/gates'\nimport {\n  hasOutreachValidationErrors,\n  isInThreadEmailStep,\n  validateOutreachCuratedStep,\n} from '../engine/sequence-validation'\nimport { readOutreachEnrollCandidates, type OutreachEnrollCandidate } from '../enrollment/enroll-people'\nimport { readOutreachStepOverrideRequest } from '../enrollment/step-overrides'\nimport type {\n  OutreachCurateDraft,\n  OutreachCurateDraftResponse,\n  OutreachCurateSaveResponse,\n  OutreachPersonRef,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_MAX_EMAIL_STEPS,\n  type OutreachEnrollment,\n  type OutreachSequence,\n  type OutreachStepOverride,\n} from '../model/outreach.types'\nimport { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentLink,\n  outreachEnrollmentPerson,\n  outreachOrgCollection,\n  readStoredOutreachEnrollment,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE, type OutreachEnrollRouteDeps } from './enroll-routes'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * CURATING ONE PERSON'S EMAILS (AGL-3324): `outreach/curate/draft` and\n * `outreach/curate/save`.\n *\n * A sequence's step is one template for everyone plus the personal line;\n * what an agent-run outbound tool does instead is write each send for each\n * prospect from what it knows about them, and let the seller approve or\n * edit. These two routes are that, with the member's confirmation kept as\n * the one thing that stores anything.\n *\n * DRAFT reads the person the way enrolling reads them — the contact, or the\n * lead as the contact it would be, with the company filed beside them — and\n * asks the workspace's text generator, on the core's seam, for this\n * person's copy of the email steps named: every email step for a person\n * about to be enrolled, the next one for an enrollment. The answer is\n * validated against the playbook's rules and returned with each draft's\n * issues, the prompt and the model. NOTHING IS STORED: the member reads it\n * in the dialog, edits it, ticks the confirmation, and then either enrolls\n * (the enroll route stores the copies with the enrollment) or saves.\n *\n * SAVE stores one confirmed copy on an open enrollment, for a step that\n * has not gone out, validated again — the request is not trusted to have\n * shown the member what it sends — and files \"Curated step N\" on the\n * person's record with who wrote the words. `override: null` clears a copy,\n * so the step goes back to the sequence's own words.\n *\n * Both read the CRM, so both ask for `data.manage` beside `outreach.use`;\n * the generator applies its own rules — the generation permission, the\n * plan, the switches, the allotments — to the member named, and meters the\n * draft on the member's month and the org's. Outreach never reaches the AI\n * plugin: the seam is the platform's, and a workspace where no plugin\n * generates text is told so in the route's words.\n */\n\n/** The purpose the generator's ledger files a draft under. */\nexport const OUTREACH_CURATION_PURPOSE = 'outreach-curate'\n\n/** The most tokens one drafting answer may run to: four short emails, with room. */\nconst CURATION_MAX_TOKENS = 2_400\n\n/** The org activity line a saved copy writes. */\nexport function outreachCuratedActivity(stepIndex: number, cleared: boolean): string {\n  return cleared\n    ? `Cleared the curated copy of step ${stepIndex + 1} of a sequence`\n    : `Curated step ${stepIndex + 1} of a sequence for one person`\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The person's copies of steps a draft covers, and the enrollment they belong to when one exists. */\ninterface DraftSubject {\n  sequence: OutreachSequence\n  person: OutreachPersonRef\n  personalLine: string\n  enrollment: OutreachEnrollment | null\n  /** The steps to draft, email steps only, unique, in order. */\n  stepIndexes: number[]\n}\n\n/** Every email step's index, in order. */\nfunction emailStepIndexes(sequence: Pick<OutreachSequence, 'steps'>): number[] {\n  return sequence.steps.map((step, index) => (step.kind === 'email' ? index : -1)).filter((index) => index >= 0)\n}\n\n/** The step indexes a request names, or the default for its subject; a refusal for anything else. */\nfunction readStepIndexes(\n  raw: unknown,\n  sequence: OutreachSequence,\n  fallback: number[],\n): number[] | Response {\n  if (raw === undefined) return fallback\n  if (!Array.isArray(raw) || !raw.length) {\n    return outreachRefusal(400, 'invalid-request', 'Name the email steps to draft.')\n  }\n  const wanted = [...new Set(raw.map((value) => Number(value)))]\n  const emails = emailStepIndexes(sequence)\n  if (wanted.some((index) => !emails.includes(index))) {\n    return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.')\n  }\n  if (wanted.length > OUTREACH_MAX_EMAIL_STEPS) {\n    return outreachRefusal(400, 'invalid-request', `Draft at most ${OUTREACH_MAX_EMAIL_STEPS} emails at a time.`)\n  }\n  return wanted.sort((a, b) => a - b)\n}\n\n/** What the request is about: a person to enroll, or an enrollment's next step. */\nasync function draftSubject(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  body: Record<string, unknown>,\n): Promise<DraftSubject | Response> {\n  const enrollmentId = body['enrollmentId'] === undefined ? null : readOutreachDocumentId(body['enrollmentId'])\n  if (body['enrollmentId'] !== undefined && !enrollmentId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the enrollment to curate.')\n  }\n  if (enrollmentId) {\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'enrollments').doc(enrollmentId).get()\n    const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n    if (!enrollment) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')\n    if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {\n      return outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.')\n    }\n    const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences')\n      .doc(enrollment.sequenceId)\n      .get()\n    const sequence = readStoredOutreachSequence(\n      enrollment.sequenceId,\n      sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined,\n    )\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n    // The next email step that has not gone out: the one the enrollment is\n    // on when it is an email, else the first email after it.\n    const next = emailStepIndexes(sequence).find((index) => index >= enrollment.stepIndex)\n    const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, next === undefined ? [] : [next])\n    if (stepIndexes instanceof Response) return stepIndexes\n    if (stepIndexes.some((index) => index < enrollment.stepIndex)) {\n      return outreachRefusal(409, 'transition-refused', 'That step already went out to this person.')\n    }\n    if (!stepIndexes.length) {\n      return outreachRefusal(409, 'transition-refused', 'Every email in this sequence has gone out to this person.')\n    }\n    return {\n      sequence,\n      person: outreachEnrollmentPerson(enrollment),\n      personalLine: enrollment.personalLine,\n      enrollment,\n      stepIndexes,\n    }\n  }\n  const sequenceId = readOutreachDocumentId(body['sequenceId'])\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to draft for.')\n  const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n  const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n  const person: OutreachPersonRef | null = contactId\n    ? { kind: 'contact', id: contactId }\n    : leadId\n      ? { kind: 'lead', id: leadId }\n      : null\n  if (!person) return outreachRefusal(400, 'invalid-request', 'Name the contact or the lead to draft for.')\n  const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, emailStepIndexes(sequence))\n  if (stepIndexes instanceof Response) return stepIndexes\n  if (!stepIndexes.length) {\n    return outreachRefusal(400, 'invalid-request', 'This sequence sends no email, so there is nothing to draft.')\n  }\n  return {\n    sequence,\n    person,\n    personalLine: typeof body['personalLine'] === 'string' ? body['personalLine'] : '',\n    enrollment: null,\n    stepIndexes,\n  }\n}\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\nconst texts = (value: unknown): string[] =>\n  Array.isArray(value) ? value.map(text).filter(Boolean) : []\n\n/**\n * The names of the campaigns the person is filed under — the org's\n * containers, `orgs/{orgId}/emailCampaigns`. A container that is gone names\n * nothing; a read that fails names none, and the draft goes without.\n */\nasync function campaignNames(firestore: Firestore, orgId: string, campaignIds: readonly string[]): Promise<string[]> {\n  if (!campaignIds.length) return []\n  try {\n    const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns')\n    const found = await firestore.getAll(...campaignIds.map((id) => containers.doc(id)))\n    return found.map((snapshot) => text(snapshot.get('name'))).filter(Boolean)\n  } catch (error) {\n    console.error('[outreach] the person’s campaigns could not be named for the draft', error)\n    return []\n  }\n}\n\n/** What the CRM holds about the person, for the prompt. */\nasync function curationFacts(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  subject: DraftSubject,\n  candidate: OutreachEnrollCandidate,\n  contactGroupId: string,\n): Promise<OutreachCurationFacts> {\n  const contact = candidate.contact ?? {}\n  const facet = readContactFacet(contact, contactGroupId) as unknown as Record<string, unknown>\n  const lead = candidate.lead ?? {}\n  const company = candidate.company ?? {}\n  const campaignIds =\n    candidate.target === 'lead' ? readCampaignIds(lead) : readContactCampaignIds(contact, contactGroupId)\n  const [mailboxSnapshot, host, campaigns] = await Promise.all([\n    subject.sequence.mailboxId\n      ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(subject.sequence.mailboxId).get()\n      : null,\n    subject.sequence.hostId ? firestore.collection('hosts').doc(subject.sequence.hostId).get() : null,\n    campaignNames(firestore, caller.orgId, campaignIds),\n  ])\n  const mailbox = readStoredOutreachMailbox(\n    subject.sequence.mailboxId,\n    mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n  )\n  return {\n    name: candidate.name || text(contact['name']),\n    company: text(facet['companyName']) || text(lead['company']) || text(company['name']),\n    title: text(facet['jobTitle']) || text(lead['jobTitle']),\n    website: text(company['website']) || text(company['domain']) || text(lead['website']) || text(lead['domain']),\n    tags: [...new Set([...texts(facet['tags']), ...texts(company['tags'])])],\n    sources: Object.entries((facet['sources'] ?? {}) as Record<string, unknown>)\n      .filter(([, on]) => on === true)\n      .map(([source]) => source)\n      .sort(),\n    campaigns,\n    notes: candidate.target === 'lead' ? text(lead['notes']) : '',\n    record: candidate.target,\n    siteName: host?.exists ? text(host.get('name')) : '',\n    senderName: mailbox?.displayName || '',\n    personalLine: subject.personalLine,\n  }\n}\n\n/** The email steps to draft, as the prompt states them: the step's words, or its template's. */\nasync function curationSteps(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n  stepIndexes: readonly number[],\n): Promise<OutreachCurationStep[]> {\n  const emails = emailStepIndexes(sequence)\n  const templates = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates)\n  return Promise.all(\n    stepIndexes.map(async (stepIndex) => {\n      const step = sequence.steps[stepIndex]\n      if (step?.kind !== 'email') throw new Error(`step ${stepIndex} is not an email`)\n      let body = step.body\n      if (step.templateId) {\n        const template = await templates.doc(step.templateId).get()\n        body = template.exists ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body : ''\n      }\n      return {\n        stepIndex,\n        position: emails.indexOf(stepIndex) + 1,\n        count: emails.length,\n        subject: step.subject,\n        body,\n        startsThread: !isInThreadEmailStep(sequence.steps, stepIndex),\n      }\n    }),\n  )\n}\n\n/** The member's name for the record's entry: as the roster lists them, else their address. */\nasync function memberName(firestore: Firestore, caller: OutreachRouteCaller): Promise<string | null> {\n  try {\n    const member = await firestore.collection('orgs').doc(caller.orgId).collection('members').doc(caller.uid).get()\n    return (member.exists ? text(member.get('displayName')) || text(member.get('email')) : '') || caller.email\n  } catch {\n    return caller.email\n  }\n}\n\nexport interface OutreachCurateRoutes {\n  draft: PluginWebApiHandler\n  save: PluginWebApiHandler\n}\n\nexport function createOutreachCurateRoutes(deps: OutreachEnrollRouteDeps): OutreachCurateRoutes {\n  const draft: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const generator = deps.textGenerator()\n    if (!generator) {\n      return outreachRefusal(503, 'curation-unavailable', 'AI drafting is not available in this workspace.')\n    }\n    const firestore = deps.firestore()\n    const subject = await draftSubject(firestore, caller, body)\n    if (subject instanceof Response) return subject\n    const contactGroupId = consentGroupForHost(caller.org, subject.sequence.hostId).groupId\n    const [candidate] = await readOutreachEnrollCandidates(firestore, {\n      orgId: caller.orgId,\n      hostId: subject.sequence.hostId,\n      contactGroupId,\n      people: [subject.person],\n    })\n    if (!candidate?.contact || !candidate.visible) {\n      return outreachRefusal(404, 'contact-not-found', \"That person isn't in this sequence's site's CRM.\")\n    }\n    const [facts, steps] = await Promise.all([\n      curationFacts(firestore, caller, subject, candidate, contactGroupId),\n      curationSteps(firestore, caller.orgId, subject.sequence, subject.stepIndexes),\n    ])\n    const prompt = outreachCurationPrompt(facts, steps)\n    const answer = await generator.generate({\n      orgId: caller.orgId,\n      hostId: subject.sequence.hostId || null,\n      uid: caller.uid,\n      staff: caller.staff,\n      org: caller.org,\n      purpose: OUTREACH_CURATION_PURPOSE,\n      system: OUTREACH_CURATION_SYSTEM,\n      prompt,\n      maxTokens: CURATION_MAX_TOKENS,\n      now: new Date(deps.now()),\n    })\n    // Compared to `false` rather than negated: the union narrows on the\n    // literal, and this tree compiles without strict null checks.\n    if (answer.ok === false) {\n      return outreachRefusal(\n        answer.status,\n        answer.reason === 'unavailable' ? 'curation-unavailable' : 'curation-refused',\n        answer.error,\n      )\n    }\n    const parsed = parseOutreachCurationAnswer(answer.text, steps)\n    if (!parsed) {\n      return outreachRefusal(\n        502,\n        'curation-refused',\n        'The draft came back in a shape that can’t be read. Try again.',\n      )\n    }\n    const drafts: OutreachCurateDraft[] = parsed.map((entry) => {\n      const step = steps.find((candidateStep) => candidateStep.stepIndex === entry.stepIndex)\n      return {\n        ...entry,\n        issues: validateOutreachCuratedStep(\n          { subject: entry.subject, body: entry.body, startsThread: step?.startsThread === true },\n          `stepOverrides.${entry.stepIndex}`,\n        ),\n      }\n    })\n    return outreachOk({ ok: true, drafts, prompt, model: answer.model } satisfies OutreachCurateDraftResponse)\n  }\n\n  const save: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate)\n    if (caller instanceof Response) return caller\n    const enrollmentId = readOutreachDocumentId(body['enrollmentId'])\n    const stepIndex = Number(body['stepIndex'])\n    if (!enrollmentId || !Number.isInteger(stepIndex) || stepIndex < 0) {\n      return outreachRefusal(400, 'invalid-request', 'Name the enrollment and the step to curate.')\n    }\n    const firestore = deps.firestore()\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const current = await enrollments.doc(enrollmentId).get()\n    const stored = readStoredOutreachEnrollment(enrollmentId, current.exists ? current.data() : undefined)\n    if (!stored) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')\n    const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(stored.sequenceId).get()\n    const sequence = readStoredOutreachSequence(stored.sequenceId, sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n    if (sequence.steps[stepIndex]?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.')\n    }\n\n    const cleared = body['override'] === null\n    let override: OutreachStepOverride | null = null\n    if (!cleared) {\n      const read = readOutreachStepOverrideRequest({ ...(body['override'] as object), stepIndex }, sequence.steps)\n      if ('refusal' in read) return outreachRefusal(400, 'invalid-override', read.refusal)\n      if (hasOutreachValidationErrors(read.issues)) {\n        return outreachRefusal(400, 'invalid-override', 'This draft breaks a rule every sequence email keeps.', {\n          issues: read.issues,\n        })\n      }\n      override = { ...read.override, draftedAtMs: deps.now(), draftedByUid: caller.uid }\n    }\n\n    const nowMs = deps.now()\n    const written = await firestore.runTransaction(async (transaction) => {\n      const snapshot = await transaction.get(enrollments.doc(enrollmentId))\n      const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n      if (!enrollment) return { refusal: outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.') }\n      if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {\n        return {\n          refusal: outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.'),\n        }\n      }\n      // A step that already went out, or is going out now, is not rewritten\n      // under the run: what was sent is what was sent.\n      if (stepIndex < enrollment.stepIndex || (enrollment.sendClaim && enrollment.sendClaim.stepIndex === stepIndex)) {\n        return { refusal: outreachRefusal(409, 'transition-refused', 'That step already went out to this person.') }\n      }\n      transaction.update(enrollments.doc(enrollmentId), {\n        [`stepOverrides.${stepIndex}`]: override ?? FieldValue.delete(),\n        updatedAtMs: nowMs,\n      })\n      const stepOverrides = { ...(enrollment.stepOverrides ?? {}) }\n      if (override) stepOverrides[String(stepIndex)] = override\n      else delete stepOverrides[String(stepIndex)]\n      // Absent rather than empty once the last copy is cleared, as the\n      // stored reader answers it.\n      const next: OutreachEnrollment = { ...enrollment, updatedAtMs: nowMs }\n      delete next.stepOverrides\n      if (Object.keys(stepOverrides).length) next.stepOverrides = stepOverrides\n      return { enrollment: next }\n    })\n    if ('refusal' in written) return written.refusal\n    const { enrollment } = written\n\n    if (override) {\n      // The person's record says so (AGL-3274, AGL-3324): who wrote this\n      // person's copy of the step, under the send it shapes.\n      const entry = outreachCuratedEntry({\n        enrollmentId,\n        stepIndex,\n        source: override.source,\n        edited: override.edited === 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/curate-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { readContainerIds, readContactContainerIds } from '@aglyn/aglyn/app-utils/container-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { readContactFacet } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport type { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { readOrgContainers } from '@aglyn/tenant-data-admin/server/org-containers'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  OUTREACH_CURATION_SYSTEM,\n  outreachCurationPrompt,\n  parseOutreachCurationAnswer,\n  type OutreachCurationFacts,\n  type OutreachCurationStep,\n} from '../engine/curation-prompt'\nimport { outreachCuratedEntry } from '../engine/enrollment-activity'\nimport { OUTREACH_OPEN_ENROLLMENT_STATUSES } from '../engine/gates'\nimport {\n  hasOutreachValidationErrors,\n  isInThreadEmailStep,\n  validateOutreachCuratedStep,\n} from '../engine/sequence-validation'\nimport { readOutreachEnrollCandidates, type OutreachEnrollCandidate } from '../enrollment/enroll-people'\nimport { readOutreachStepOverrideRequest } from '../enrollment/step-overrides'\nimport type {\n  OutreachCurateDraft,\n  OutreachCurateDraftResponse,\n  OutreachCurateSaveResponse,\n  OutreachPersonRef,\n} from '../model/outreach-api'\nimport {\n  OUTREACH_MAX_EMAIL_STEPS,\n  type OutreachEnrollment,\n  type OutreachSequence,\n  type OutreachStepOverride,\n} from '../model/outreach.types'\nimport { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentLink,\n  outreachEnrollmentPerson,\n  outreachOrgCollection,\n  readStoredOutreachEnrollment,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE, type OutreachEnrollRouteDeps } from './enroll-routes'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * CURATING ONE PERSON'S EMAILS (AGL-3324): `outreach/curate/draft` and\n * `outreach/curate/save`.\n *\n * A sequence's step is one template for everyone plus the personal line;\n * what an agent-run outbound tool does instead is write each send for each\n * prospect from what it knows about them, and let the seller approve or\n * edit. These two routes are that, with the member's confirmation kept as\n * the one thing that stores anything.\n *\n * DRAFT reads the person the way enrolling reads them — the contact, or the\n * lead as the contact it would be, with the company filed beside them — and\n * asks the workspace's text generator, on the core's seam, for this\n * person's copy of the email steps named: every email step for a person\n * about to be enrolled, the next one for an enrollment. The answer is\n * validated against the playbook's rules and returned with each draft's\n * issues, the prompt and the model. NOTHING IS STORED: the member reads it\n * in the dialog, edits it, ticks the confirmation, and then either enrolls\n * (the enroll route stores the copies with the enrollment) or saves.\n *\n * SAVE stores one confirmed copy on an open enrollment, for a step that\n * has not gone out, validated again — the request is not trusted to have\n * shown the member what it sends — and files \"Curated step N\" on the\n * person's record with who wrote the words. `override: null` clears a copy,\n * so the step goes back to the sequence's own words.\n *\n * Both read the CRM, so both ask for `data.manage` beside `outreach.use`;\n * the generator applies its own rules — the generation permission, the\n * plan, the switches, the allotments — to the member named, and meters the\n * draft on the member's month and the org's. Outreach never reaches the AI\n * plugin: the seam is the platform's, and a workspace where no plugin\n * generates text is told so in the route's words.\n */\n\n/** The purpose the generator's ledger files a draft under. */\nexport const OUTREACH_CURATION_PURPOSE = 'outreach-curate'\n\n/** The most tokens one drafting answer may run to: four short emails, with room. */\nconst CURATION_MAX_TOKENS = 2_400\n\n/** The org activity line a saved copy writes. */\nexport function outreachCuratedActivity(stepIndex: number, cleared: boolean): string {\n  return cleared\n    ? `Cleared the curated copy of step ${stepIndex + 1} of a sequence`\n    : `Curated step ${stepIndex + 1} of a sequence for one person`\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The person's copies of steps a draft covers, and the enrollment they belong to when one exists. */\ninterface DraftSubject {\n  sequence: OutreachSequence\n  person: OutreachPersonRef\n  personalLine: string\n  enrollment: OutreachEnrollment | null\n  /** The steps to draft, email steps only, unique, in order. */\n  stepIndexes: number[]\n}\n\n/** Every email step's index, in order. */\nfunction emailStepIndexes(sequence: Pick<OutreachSequence, 'steps'>): number[] {\n  return sequence.steps.map((step, index) => (step.kind === 'email' ? index : -1)).filter((index) => index >= 0)\n}\n\n/** The step indexes a request names, or the default for its subject; a refusal for anything else. */\nfunction readStepIndexes(\n  raw: unknown,\n  sequence: OutreachSequence,\n  fallback: number[],\n): number[] | Response {\n  if (raw === undefined) return fallback\n  if (!Array.isArray(raw) || !raw.length) {\n    return outreachRefusal(400, 'invalid-request', 'Name the email steps to draft.')\n  }\n  const wanted = [...new Set(raw.map((value) => Number(value)))]\n  const emails = emailStepIndexes(sequence)\n  if (wanted.some((index) => !emails.includes(index))) {\n    return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.')\n  }\n  if (wanted.length > OUTREACH_MAX_EMAIL_STEPS) {\n    return outreachRefusal(400, 'invalid-request', `Draft at most ${OUTREACH_MAX_EMAIL_STEPS} emails at a time.`)\n  }\n  return wanted.sort((a, b) => a - b)\n}\n\n/** What the request is about: a person to enroll, or an enrollment's next step. */\nasync function draftSubject(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  body: Record<string, unknown>,\n): Promise<DraftSubject | Response> {\n  const enrollmentId = body['enrollmentId'] === undefined ? null : readOutreachDocumentId(body['enrollmentId'])\n  if (body['enrollmentId'] !== undefined && !enrollmentId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the enrollment to curate.')\n  }\n  if (enrollmentId) {\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'enrollments').doc(enrollmentId).get()\n    const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n    if (!enrollment) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')\n    if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {\n      return outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.')\n    }\n    const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences')\n      .doc(enrollment.sequenceId)\n      .get()\n    const sequence = readStoredOutreachSequence(\n      enrollment.sequenceId,\n      sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined,\n    )\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n    // The next email step that has not gone out: the one the enrollment is\n    // on when it is an email, else the first email after it.\n    const next = emailStepIndexes(sequence).find((index) => index >= enrollment.stepIndex)\n    const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, next === undefined ? [] : [next])\n    if (stepIndexes instanceof Response) return stepIndexes\n    if (stepIndexes.some((index) => index < enrollment.stepIndex)) {\n      return outreachRefusal(409, 'transition-refused', 'That step already went out to this person.')\n    }\n    if (!stepIndexes.length) {\n      return outreachRefusal(409, 'transition-refused', 'Every email in this sequence has gone out to this person.')\n    }\n    return {\n      sequence,\n      person: outreachEnrollmentPerson(enrollment),\n      personalLine: enrollment.personalLine,\n      enrollment,\n      stepIndexes,\n    }\n  }\n  const sequenceId = readOutreachDocumentId(body['sequenceId'])\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to draft for.')\n  const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n  const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n  const person: OutreachPersonRef | null = contactId\n    ? { kind: 'contact', id: contactId }\n    : leadId\n      ? { kind: 'lead', id: leadId }\n      : null\n  if (!person) return outreachRefusal(400, 'invalid-request', 'Name the contact or the lead to draft for.')\n  const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  const stepIndexes = readStepIndexes(body['stepIndexes'], sequence, emailStepIndexes(sequence))\n  if (stepIndexes instanceof Response) return stepIndexes\n  if (!stepIndexes.length) {\n    return outreachRefusal(400, 'invalid-request', 'This sequence sends no email, so there is nothing to draft.')\n  }\n  return {\n    sequence,\n    person,\n    personalLine: typeof body['personalLine'] === 'string' ? body['personalLine'] : '',\n    enrollment: null,\n    stepIndexes,\n  }\n}\n\nconst text = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\nconst texts = (value: unknown): string[] =>\n  Array.isArray(value) ? value.map(text).filter(Boolean) : []\n\n/**\n * The names of the campaigns the person is filed under — the org's\n * containers of the `campaign` kind. A container that is gone names nothing;\n * a read that fails names none, and the draft goes without.\n */\nasync function campaignNames(firestore: Firestore, orgId: string, campaignIds: readonly string[]): Promise<string[]> {\n  if (!campaignIds.length) return []\n  try {\n    const found = await readOrgContainers(firestore, 'campaign', orgId, campaignIds)\n    return found.map((container) => container.name).filter(Boolean)\n  } catch (error) {\n    console.error('[outreach] the person’s campaigns could not be named for the draft', error)\n    return []\n  }\n}\n\n/** What the CRM holds about the person, for the prompt. */\nasync function curationFacts(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  subject: DraftSubject,\n  candidate: OutreachEnrollCandidate,\n  contactGroupId: string,\n): Promise<OutreachCurationFacts> {\n  const contact = candidate.contact ?? {}\n  const facet = readContactFacet(contact, contactGroupId) as unknown as Record<string, unknown>\n  const lead = candidate.lead ?? {}\n  const company = candidate.company ?? {}\n  const campaignIds =\n    candidate.target === 'lead' ? readContainerIds(lead, 'campaign') : readContactContainerIds(contact, contactGroupId, 'campaign')\n  const [mailboxSnapshot, host, campaigns] = await Promise.all([\n    subject.sequence.mailboxId\n      ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(subject.sequence.mailboxId).get()\n      : null,\n    subject.sequence.hostId ? firestore.collection('hosts').doc(subject.sequence.hostId).get() : null,\n    campaignNames(firestore, caller.orgId, campaignIds),\n  ])\n  const mailbox = readStoredOutreachMailbox(\n    subject.sequence.mailboxId,\n    mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n  )\n  return {\n    name: candidate.name || text(contact['name']),\n    company: text(facet['companyName']) || text(lead['company']) || text(company['name']),\n    title: text(facet['jobTitle']) || text(lead['jobTitle']),\n    website: text(company['website']) || text(company['domain']) || text(lead['website']) || text(lead['domain']),\n    tags: [...new Set([...texts(facet['tags']), ...texts(company['tags'])])],\n    sources: Object.entries((facet['sources'] ?? {}) as Record<string, unknown>)\n      .filter(([, on]) => on === true)\n      .map(([source]) => source)\n      .sort(),\n    campaigns,\n    notes: candidate.target === 'lead' ? text(lead['notes']) : '',\n    record: candidate.target,\n    siteName: host?.exists ? text(host.get('name')) : '',\n    senderName: mailbox?.displayName || '',\n    personalLine: subject.personalLine,\n  }\n}\n\n/** The email steps to draft, as the prompt states them: the step's words, or its template's. */\nasync function curationSteps(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n  stepIndexes: readonly number[],\n): Promise<OutreachCurationStep[]> {\n  const emails = emailStepIndexes(sequence)\n  const templates = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates)\n  return Promise.all(\n    stepIndexes.map(async (stepIndex) => {\n      const step = sequence.steps[stepIndex]\n      if (step?.kind !== 'email') throw new Error(`step ${stepIndex} is not an email`)\n      let body = step.body\n      if (step.templateId) {\n        const template = await templates.doc(step.templateId).get()\n        body = template.exists ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body : ''\n      }\n      return {\n        stepIndex,\n        position: emails.indexOf(stepIndex) + 1,\n        count: emails.length,\n        subject: step.subject,\n        body,\n        startsThread: !isInThreadEmailStep(sequence.steps, stepIndex),\n      }\n    }),\n  )\n}\n\n/** The member's name for the record's entry: as the roster lists them, else their address. */\nasync function memberName(firestore: Firestore, caller: OutreachRouteCaller): Promise<string | null> {\n  try {\n    const member = await firestore.collection('orgs').doc(caller.orgId).collection('members').doc(caller.uid).get()\n    return (member.exists ? text(member.get('displayName')) || text(member.get('email')) : '') || caller.email\n  } catch {\n    return caller.email\n  }\n}\n\nexport interface OutreachCurateRoutes {\n  draft: PluginWebApiHandler\n  save: PluginWebApiHandler\n}\n\nexport function createOutreachCurateRoutes(deps: OutreachEnrollRouteDeps): OutreachCurateRoutes {\n  const draft: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const generator = deps.textGenerator()\n    if (!generator) {\n      return outreachRefusal(503, 'curation-unavailable', 'AI drafting is not available in this workspace.')\n    }\n    const firestore = deps.firestore()\n    const subject = await draftSubject(firestore, caller, body)\n    if (subject instanceof Response) return subject\n    const contactGroupId = consentGroupForHost(caller.org, subject.sequence.hostId).groupId\n    const [candidate] = await readOutreachEnrollCandidates(firestore, {\n      orgId: caller.orgId,\n      hostId: subject.sequence.hostId,\n      contactGroupId,\n      people: [subject.person],\n    })\n    if (!candidate?.contact || !candidate.visible) {\n      return outreachRefusal(404, 'contact-not-found', \"That person isn't in this sequence's site's CRM.\")\n    }\n    const [facts, steps] = await Promise.all([\n      curationFacts(firestore, caller, subject, candidate, contactGroupId),\n      curationSteps(firestore, caller.orgId, subject.sequence, subject.stepIndexes),\n    ])\n    const prompt = outreachCurationPrompt(facts, steps)\n    const answer = await generator.generate({\n      orgId: caller.orgId,\n      hostId: subject.sequence.hostId || null,\n      uid: caller.uid,\n      staff: caller.staff,\n      org: caller.org,\n      purpose: OUTREACH_CURATION_PURPOSE,\n      system: OUTREACH_CURATION_SYSTEM,\n      prompt,\n      maxTokens: CURATION_MAX_TOKENS,\n      now: new Date(deps.now()),\n    })\n    // Compared to `false` rather than negated: the union narrows on the\n    // literal, and this tree compiles without strict null checks.\n    if (answer.ok === false) {\n      return outreachRefusal(\n        answer.status,\n        answer.reason === 'unavailable' ? 'curation-unavailable' : 'curation-refused',\n        answer.error,\n      )\n    }\n    const parsed = parseOutreachCurationAnswer(answer.text, steps)\n    if (!parsed) {\n      return outreachRefusal(\n        502,\n        'curation-refused',\n        'The draft came back in a shape that can’t be read. Try again.',\n      )\n    }\n    const drafts: OutreachCurateDraft[] = parsed.map((entry) => {\n      const step = steps.find((candidateStep) => candidateStep.stepIndex === entry.stepIndex)\n      return {\n        ...entry,\n        issues: validateOutreachCuratedStep(\n          { subject: entry.subject, body: entry.body, startsThread: step?.startsThread === true },\n          `stepOverrides.${entry.stepIndex}`,\n        ),\n      }\n    })\n    return outreachOk({ ok: true, drafts, prompt, model: answer.model } satisfies OutreachCurateDraftResponse)\n  }\n\n  const save: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate)\n    if (caller instanceof Response) return caller\n    const enrollmentId = readOutreachDocumentId(body['enrollmentId'])\n    const stepIndex = Number(body['stepIndex'])\n    if (!enrollmentId || !Number.isInteger(stepIndex) || stepIndex < 0) {\n      return outreachRefusal(400, 'invalid-request', 'Name the enrollment and the step to curate.')\n    }\n    const firestore = deps.firestore()\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const current = await enrollments.doc(enrollmentId).get()\n    const stored = readStoredOutreachEnrollment(enrollmentId, current.exists ? current.data() : undefined)\n    if (!stored) return outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.')\n    const sequenceSnapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(stored.sequenceId).get()\n    const sequence = readStoredOutreachSequence(stored.sequenceId, sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n    if (sequence.steps[stepIndex]?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'A curated step is one of the sequence’s email steps.')\n    }\n\n    const cleared = body['override'] === null\n    let override: OutreachStepOverride | null = null\n    if (!cleared) {\n      const read = readOutreachStepOverrideRequest({ ...(body['override'] as object), stepIndex }, sequence.steps)\n      if ('refusal' in read) return outreachRefusal(400, 'invalid-override', read.refusal)\n      if (hasOutreachValidationErrors(read.issues)) {\n        return outreachRefusal(400, 'invalid-override', 'This draft breaks a rule every sequence email keeps.', {\n          issues: read.issues,\n        })\n      }\n      override = { ...read.override, draftedAtMs: deps.now(), draftedByUid: caller.uid }\n    }\n\n    const nowMs = deps.now()\n    const written = await firestore.runTransaction(async (transaction) => {\n      const snapshot = await transaction.get(enrollments.doc(enrollmentId))\n      const enrollment = readStoredOutreachEnrollment(enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n      if (!enrollment) return { refusal: outreachRefusal(404, 'enrollment-not-found', 'That enrollment no longer exists.') }\n      if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment.status)) {\n        return {\n          refusal: outreachRefusal(409, 'transition-refused', 'This enrollment has ended, so nothing more is sent to them.'),\n        }\n      }\n      // A step that already went out, or is going out now, is not rewritten\n      // under the run: what was sent is what was sent.\n      if (stepIndex < enrollment.stepIndex || (enrollment.sendClaim && enrollment.sendClaim.stepIndex === stepIndex)) {\n        return { refusal: outreachRefusal(409, 'transition-refused', 'That step already went out to this person.') }\n      }\n      transaction.update(enrollments.doc(enrollmentId), {\n        [`stepOverrides.${stepIndex}`]: override ?? FieldValue.delete(),\n        updatedAtMs: nowMs,\n      })\n      const stepOverrides = { ...(enrollment.stepOverrides ?? {}) }\n      if (override) stepOverrides[String(stepIndex)] = override\n      else delete stepOverrides[String(stepIndex)]\n      // Absent rather than empty once the last copy is cleared, as the\n      // stored reader answers it.\n      const next: OutreachEnrollment = { ...enrollment, updatedAtMs: nowMs }\n      delete next.stepOverrides\n      if (Object.keys(stepOverrides).length) next.stepOverrides = stepOverrides\n      return { enrollment: next }\n    })\n    if ('refusal' in written) return written.refusal\n    const { enrollment } = written\n\n    if (override) {\n      // The person's record says so (AGL-3274, AGL-3324): who wrote this\n      // person's copy of the step, under the send it shapes.\n      const entry = outreachCuratedEntry({\n        enrollmentId,\n        stepIndex,\n        source: override.source,\n        edited: override.edited === true,\n        memberName: await memberName(firestore, caller),\n        atMs: nowMs,\n      })\n      await fileOutreachNote(deps, {\n        orgId: caller.orgId,\n        hostId: enrollment.hostId,\n        link: outreachEnrollmentLink(enrollment),\n        dedupeKey: entry.dedupeKey,\n        body: entry.body,\n        atMs: nowMs,\n      })\n    }\n    await deps.logOrgActivity(\n      caller.orgId,\n      { uid: caller.uid, email: caller.email },\n      outreachCuratedActivity(stepIndex, cleared),\n      { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n    )\n    return outreachOk({ ok: true, enrollment } satisfies OutreachCurateSaveResponse)\n  }\n\n  return { draft, save }\n}\n\n/** The text generator on the core's seam, for the default route deps; `null` when no plugin generates. */\nexport type OutreachTextGeneratorReader = () => PluginTextGenerator | 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package/src/lib/routes/enroll-routes.d.ts

@@ -39,6 +39,12 @@ import { type OutreachRouteExtraPermission } from './route-gate';
  * Only an ACTIVE sequence takes people: enrolling schedules the first step
  * in the mailbox's hours, and a draft's steps and a paused sequence's timing
  * are not yet what will be sent.
+ *
+ * Confirm may name `startStepIndex` (AGL-3228) for people who already had
+ * the earlier steps by hand: everyone in the request begins at that step,
+ * scheduled by its own delay from now, and the steps before it are marked
+ * skipped on their enrollments. Absent, it is the first step; a step the
+ * sequence does not have refuses the whole request.
  */
 /** The permission enrolling reads the CRM with. */
 export declare const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission;

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

@@ -14,16 +14,17 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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 { CAMPAIGN_MEMBERSHIP_FIELD, contactCampaignFieldPath, normalizeCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
+ */ import { containerMembershipField, contactContainerFieldPath, normalizeContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
-import { scopeTokensForHost } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { scopeTokensForHost, seenOnlyThroughGrant } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { CRM_COLLECTIONS, crmLeadStatus, crmViewIsListed, isCrmLeadOpen, normalizeCrmViewFilters } from "@aglyn/aglyn/app-utils/crm";
 import { dynamicListDimensionsForCrmView } from "@aglyn/aglyn/app-utils/dynamic-list-rule";
 import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
+import { readOrgContainers } from "@aglyn/tenant-data-admin/server/org-containers";
 import { restampCrmListFieldsAt } from "@aglyn/tenant-data-admin/server/crm-records";
 import { FieldValue } from "firebase-admin/firestore";
 import { outreachCuratedEntry, outreachEnrolledEntry } from "../engine/enrollment-activity.js";
-import { buildOutreachEnrollment, planOutreachFirstDue } from "../engine/enrollment-state.js";
+import { buildOutreachEnrollment, planOutreachFirstDue, readOutreachStartStepIndex } from "../engine/enrollment-state.js";
 import { outreachEnrollmentSearchTokens } from "../enrollment/enrollment-search.js";
 import { decideOutreachEnrollment, previewOutreachPerson, readOutreachEnrollCandidates } from "../enrollment/enroll-people.js";
 import { readOutreachGateLookups } from "../enrollment/gate-lookups.js";
@@ -57,6 +58,12 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
  * Only an ACTIVE sequence takes people: enrolling schedules the first step
  * in the mailbox's hours, and a draft's steps and a paused sequence's timing
  * are not yet what will be sent.
+ *
+ * Confirm may name `startStepIndex` (AGL-3228) for people who already had
+ * the earlier steps by hand: everyone in the request begins at that step,
+ * scheduled by its own delay from now, and the steps before it are marked
+ * skipped on their enrollments. Absent, it is the first step; a step the
+ * sequence does not have refuses the whole request.
  */ /** The permission enrolling reads the CRM with. */ export const OUTREACH_READS_PEOPLE = {
     key: 'data.manage',
     refusal: "Enrolling reads your CRM's contacts, and your role does not include Manage data."
@@ -195,6 +202,9 @@ const uniqueIds = (values)=>Array.isArray(values) ? [
    */ const window = await firestore.collection('orgs').doc(orgId).collection('leads').where('visibleTo', 'array-contains-any', scopeTokensForHost(sequence.hostId)).orderBy('lastSeenAtMs', 'desc').limit(LEADS_VIEW_WINDOW + 1).get();
     const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc)=>{
         const lead = doc.data();
+        // Held, not merely seen: a lead shared with this site (AGL-3336) is not
+        // its to sequence.
+        if (seenOnlyThroughGrant(lead, sequence.hostId)) return false;
         if (wanted === 'all') return true;
         if (wanted === 'open') return isCrmLeadOpen(lead) && !lead['convertedContactId'];
         return crmLeadStatus(lead) === wanted;
@@ -219,12 +229,12 @@ export function createOutreachEnrollRoutes(deps) {
    * enrollment, which already exists; a membership that could not be
    * stamped is one the list's bulk bar can add by hand.
    */ async function joinSequenceCampaigns(firestore, orgId, sequence, contactGroupId, candidate, nowMs) {
-        const campaignIds = normalizeCampaignIds(sequence.campaignIds);
+        const campaignIds = normalizeContainerIds(sequence.campaignIds);
         if (!campaignIds.length) return;
         try {
             const ref = candidate.target === 'lead' && candidate.leadId ? firestore.collection('orgs').doc(orgId).collection('leads').doc(candidate.leadId) : candidate.contactId ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId) : null;
             if (ref) {
-                const field = candidate.target === 'lead' ? CAMPAIGN_MEMBERSHIP_FIELD : contactCampaignFieldPath(contactGroupId);
+                const field = candidate.target === 'lead' ? containerMembershipField('campaign') : contactContainerFieldPath(contactGroupId, 'campaign');
                 await ref.update({
                     [field]: FieldValue.arrayUnion(...campaignIds),
                     updatedAt: FieldValue.serverTimestamp()
@@ -250,19 +260,15 @@ export function createOutreachEnrollRoutes(deps) {
     }
     /**
    * The names of the sequence's campaigns as they stand, for the entry the
-   * enroll files on the person's record (AGL-3274) — the org's containers,
-   * `orgs/{orgId}/emailCampaigns`. Read once per request, not per person; a
-   * container that is gone answers nothing and the entry names the rest.
+   * enroll files on the person's record (AGL-3274) — the org's containers of
+   * the `campaign` kind. Read once per request, not per person; a container
+   * that is gone answers nothing and the entry names the rest.
    */ async function sequenceCampaignNames(firestore, orgId, sequence) {
-        const campaignIds = normalizeCampaignIds(sequence.campaignIds);
+        const campaignIds = normalizeContainerIds(sequence.campaignIds);
         if (!campaignIds.length || !orgId) return [];
         try {
-            const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns');
-            const found = await firestore.getAll(...campaignIds.map((id)=>containers.doc(id)));
-            return found.map((snapshot)=>{
-                var _snapshot_get;
-                return String((_snapshot_get = snapshot.get('name')) != null ? _snapshot_get : '').trim();
-            }).filter(Boolean);
+            const found = await readOrgContainers(firestore, 'campaign', orgId, campaignIds);
+            return found.map((container)=>container.name).filter(Boolean);
         } catch (error) {
             console.error('[outreach] the sequence’s campaigns could not be named for the record', error);
             return [];
@@ -386,6 +392,9 @@ export function createOutreachEnrollRoutes(deps) {
         const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId']);
         if (sequence instanceof Response) return sequence;
         const nowMs = deps.now();
+        const start = readOutreachStartStepIndex(body['startStepIndex'], sequence.steps);
+        if (start.refusal !== null) return outreachRefusal(400, 'invalid-start-step', start.refusal);
+        const startStepIndex = start.startStepIndex;
         // Each person once, by whichever record they are: a contact by id, or a
         // lead by its key (AGL-3234). A person named both ways is a contact.
         const requested = new Map();
@@ -407,7 +416,7 @@ export function createOutreachEnrollRoutes(deps) {
             const overrides = readOutreachStepOverrideRequests(person['stepOverrides'], sequence.steps, {
                 uid: caller.uid,
                 nowMs
-            });
+            }, startStepIndex);
             if (outreachStepOverridesRefused(overrides)) {
                 var _overrides_refusal;
                 return outreachRefusal(400, 'invalid-override', (_overrides_refusal = overrides.refusal) != null ? _overrides_refusal : 'A curated step breaks a rule every sequence email keeps.', {
@@ -434,7 +443,8 @@ export function createOutreachEnrollRoutes(deps) {
             sequence,
             mailbox,
             enrolledAtMs: nowMs,
-            random: deps.random
+            random: deps.random,
+            startStepIndex
         }) === null) {
             return outreachRefusal(409, 'mailbox-unavailable', "This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.");
         }
@@ -513,7 +523,8 @@ export function createOutreachEnrollRoutes(deps) {
                 attestations: decision.attestations,
                 enrolledByUid: caller.uid,
                 nowMs,
-                random: deps.random
+                random: deps.random,
+                startStepIndex
             });
             // The member ticked this person past the red gateway chip
             // (AGL-3326): that is their say-so, stamped as the hold's release,
@@ -556,7 +567,8 @@ export function createOutreachEnrollRoutes(deps) {
             const entry = outreachEnrolledEntry({
                 enrollmentId: id,
                 sequenceName: sequence.name,
-                campaignNames
+                campaignNames,
+                startStepIndex
             });
             await fileOutreachNote(deps, {
                 orgId: caller.orgId,