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

package/src/lib/engine/enrollment-activity.js

@@ -37,16 +37,29 @@
 /** The key the enrollment's own entry is filed under, restated by the backfill. */ export function outreachEnrolledEntryKey(enrollmentId) {
     return `enrolled:${enrollmentId}`;
 }
+/**
+ * The line that says an enrollment began past the first step (AGL-3228),
+ * and which steps it skipped: "Began at step 3 — steps 1–2 skipped, already
+ * done by hand". `''` for one that began at step 1.
+ */ export function outreachStartedAtLine(startStepIndex) {
+    const start = Number(startStepIndex);
+    if (!Number.isInteger(start) || start < 1) return '';
+    const skipped = start === 1 ? 'step 1' : `steps 1–${start}`;
+    return `Began at step ${start + 1} — ${skipped} skipped, already done by hand`;
+}
 /**
  * "Enrolled in <sequence>", and the campaigns it carried the person into
  * when the sequence was in any, named. A sequence with no name — never
- * stored, but a document can lose one — reads "a sequence".
+ * stored, but a document can lose one — reads "a sequence". An enrollment
+ * that began past the first step says so on a line of its own (AGL-3228).
  */ export function outreachEnrolledEntry(input) {
     const sequence = input.sequenceName.trim() || 'a sequence';
     const campaigns = input.campaignNames.map((name)=>name.trim()).filter(Boolean);
+    const enrolled = campaigns.length ? `Enrolled in ${sequence}\nFiled under ${campaigns.join(', ')}` : `Enrolled in ${sequence}`;
+    const startedAt = outreachStartedAtLine(input.startStepIndex);
     return {
         dedupeKey: outreachEnrolledEntryKey(input.enrollmentId),
-        body: campaigns.length ? `Enrolled in ${sequence}\nFiled under ${campaigns.join(', ')}` : `Enrolled in ${sequence}`
+        body: startedAt ? `${enrolled}\n${startedAt}` : enrolled
     };
 }
 /**

package/src/lib/engine/enrollment-activity.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/enrollment-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * WHAT A SEQUENCE SAYS ON THE PERSON'S TIMELINE ABOUT ITSELF (AGL-3274).\n *\n * The sends and the replies were already there (AGL-2981); the two facts\n * that frame them were not. A reader of a lead's Activity saw an email go\n * out with no line saying the person had been put in a sequence, and saw\n * the sequence's last email with no line saying why there was no next one.\n * Two entries close that: \"Enrolled in <sequence>\" when the enroll route\n * takes the person, with the campaigns the enrollment carried them into,\n * and \"<sequence> stopped\" when a reply or an opt-out ends it. A bounce\n * files nothing here — the send's own entry already reads Bounced with\n * the server's words (AGL-3245), and a second line would say it twice.\n * A third entry (AGL-3324) says a member curated one step for the person,\n * and who wrote the words, so the send that follows can be read for what\n * it was.\n *\n * Pure, so the route and the runtime compose the same words and the\n * backfill (`tools/scripts/lib/enrollment-activity-backfill.mjs`) can\n * restate them and be pinned against this file. Each entry has ONE key\n * per enrollment, so a run that files again finds what it wrote.\n */\n\n/** The author every entry the runtime files is signed with. */\nexport const OUTREACH_TIMELINE_BY_NAME = 'Sequences'\n\n/** An entry as the timeline seam takes it: the caller's key, the words. */\nexport interface OutreachTimelineEntry {\n  dedupeKey: string\n  body: string\n}\n\n/** The key the enrollment's own entry is filed under, restated by the backfill. */\nexport function outreachEnrolledEntryKey(enrollmentId: string): string {\n  return `enrolled:${enrollmentId}`\n}\n\n/**\n * \"Enrolled in <sequence>\", and the campaigns it carried the person into\n * when the sequence was in any, named. A sequence with no name — never\n * stored, but a document can lose one — reads \"a sequence\".\n */\nexport function outreachEnrolledEntry(input: {\n  enrollmentId: string\n  sequenceName: string\n  campaignNames: readonly string[]\n}): OutreachTimelineEntry {\n  const sequence = input.sequenceName.trim() || 'a sequence'\n  const campaigns = input.campaignNames.map((name) => name.trim()).filter(Boolean)\n  return {\n    dedupeKey: outreachEnrolledEntryKey(input.enrollmentId),\n    body: campaigns.length\n      ? `Enrolled in ${sequence}\\nFiled under ${campaigns.join(', ')}`\n      : `Enrolled in ${sequence}`,\n  }\n}\n\n/**\n * The key one curated step's entry is filed under (AGL-3324): once per\n * confirmation, so a step curated again after a reply files again — each is\n * a fact about what went out, and a second line is a second fact.\n */\nexport function outreachCuratedEntryKey(enrollmentId: string, stepIndex: number, atMs: number): string {\n  return `curated:${enrollmentId}:${stepIndex}:${atMs}`\n}\n\n/**\n * \"Curated step 2 — AI draft, edited by Casey\" (AGL-3324): who wrote this\n * person's copy of the step. An AI draft the member kept as it came reads\n * \"AI draft, confirmed by\"; words the member wrote themselves read \"written\n * by\". A member with no name is named by their address, and one with\n * neither is \"a member\".\n */\nexport function outreachCuratedEntry(input: {\n  enrollmentId: string\n  stepIndex: number\n  source: 'ai' | 'member'\n  edited: boolean\n  memberName: string | null | undefined\n  atMs: number\n}): OutreachTimelineEntry {\n  const member = String(input.memberName ?? '').trim() || 'a member'\n  const how =\n    input.source === 'ai'\n      ? input.edited\n        ? `AI draft, edited by ${member}`\n        : `AI draft, confirmed by ${member}`\n      : `written by ${member}`\n  return {\n    dedupeKey: outreachCuratedEntryKey(input.enrollmentId, input.stepIndex, input.atMs),\n    body: `Curated step ${input.stepIndex + 1} — ${how}`,\n  }\n}\n\n/** Why a sequence stopped, in the two ways a person ends one. */\nexport type OutreachStoppedReason = 'replied' | 'opted_out'\n\n/** \"<sequence> stopped: they replied\" — the line under the last send. */\nexport function outreachStoppedEntry(input: {\n  enrollmentId: string\n  sequenceName: string\n  reason: OutreachStoppedReason\n}): OutreachTimelineEntry {\n  const sequence = input.sequenceName.trim() || 'The sequence'\n  return {\n    dedupeKey: `stopped:${input.enrollmentId}`,\n    body: `${sequence} stopped: ${input.reason === 'replied' ? 'they replied' : 'they opted out'}`,\n  }\n}\n"],"names":["OUTREACH_TIMELINE_BY_NAME","outreachEnrolledEntryKey","enrollmentId","outreachEnrolledEntry","input","sequence","sequenceName","trim","campaigns","campaignNames","map","name","filter","Boolean","dedupeKey","body","length","join","outreachCuratedEntryKey","stepIndex","atMs","outreachCuratedEntry","member","String","memberName","how","source","edited","outreachStoppedEntry","reason"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;CAoBC,GAED,6DAA6D,GAC7D,OAAO,MAAMA,4BAA4B,YAAW;AAQpD,iFAAiF,GACjF,OAAO,SAASC,yBAAyBC,YAAoB;IAC3D,OAAO,CAAC,SAAS,EAAEA,cAAc;AACnC;AAEA;;;;CAIC,GACD,OAAO,SAASC,sBAAsBC,KAIrC;IACC,MAAMC,WAAWD,MAAME,YAAY,CAACC,IAAI,MAAM;IAC9C,MAAMC,YAAYJ,MAAMK,aAAa,CAACC,GAAG,CAAC,CAACC,OAASA,KAAKJ,IAAI,IAAIK,MAAM,CAACC;IACxE,OAAO;QACLC,WAAWb,yBAAyBG,MAAMF,YAAY;QACtDa,MAAMP,UAAUQ,MAAM,GAClB,CAAC,YAAY,EAAEX,SAAS,cAAc,EAAEG,UAAUS,IAAI,CAAC,OAAO,GAC9D,CAAC,YAAY,EAAEZ,UAAU;IAC/B;AACF;AAEA;;;;CAIC,GACD,OAAO,SAASa,wBAAwBhB,YAAoB,EAAEiB,SAAiB,EAAEC,IAAY;IAC3F,OAAO,CAAC,QAAQ,EAAElB,aAAa,CAAC,EAAEiB,UAAU,CAAC,EAAEC,MAAM;AACvD;AAEA;;;;;;CAMC,GACD,OAAO,SAASC,qBAAqBjB,KAOpC;QACuBA;IAAtB,MAAMkB,SAASC,QAAOnB,oBAAAA,MAAMoB,UAAU,YAAhBpB,oBAAoB,IAAIG,IAAI,MAAM;IACxD,MAAMkB,MACJrB,MAAMsB,MAAM,KAAK,OACbtB,MAAMuB,MAAM,GACV,CAAC,oBAAoB,EAAEL,QAAQ,GAC/B,CAAC,uBAAuB,EAAEA,QAAQ,GACpC,CAAC,WAAW,EAAEA,QAAQ;IAC5B,OAAO;QACLR,WAAWI,wBAAwBd,MAAMF,YAAY,EAAEE,MAAMe,SAAS,EAAEf,MAAMgB,IAAI;QAClFL,MAAM,CAAC,aAAa,EAAEX,MAAMe,SAAS,GAAG,EAAE,GAAG,EAAEM,KAAK;IACtD;AACF;AAKA,uEAAuE,GACvE,OAAO,SAASG,qBAAqBxB,KAIpC;IACC,MAAMC,WAAWD,MAAME,YAAY,CAACC,IAAI,MAAM;IAC9C,OAAO;QACLO,WAAW,CAAC,QAAQ,EAAEV,MAAMF,YAAY,EAAE;QAC1Ca,MAAM,GAAGV,SAAS,UAAU,EAAED,MAAMyB,MAAM,KAAK,YAAY,iBAAiB,kBAAkB;IAChG;AACF"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/enrollment-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * WHAT A SEQUENCE SAYS ON THE PERSON'S TIMELINE ABOUT ITSELF (AGL-3274).\n *\n * The sends and the replies were already there (AGL-2981); the two facts\n * that frame them were not. A reader of a lead's Activity saw an email go\n * out with no line saying the person had been put in a sequence, and saw\n * the sequence's last email with no line saying why there was no next one.\n * Two entries close that: \"Enrolled in <sequence>\" when the enroll route\n * takes the person, with the campaigns the enrollment carried them into,\n * and \"<sequence> stopped\" when a reply or an opt-out ends it. A bounce\n * files nothing here — the send's own entry already reads Bounced with\n * the server's words (AGL-3245), and a second line would say it twice.\n * A third entry (AGL-3324) says a member curated one step for the person,\n * and who wrote the words, so the send that follows can be read for what\n * it was.\n *\n * Pure, so the route and the runtime compose the same words and the\n * backfill (`tools/scripts/lib/enrollment-activity-backfill.mjs`) can\n * restate them and be pinned against this file. Each entry has ONE key\n * per enrollment, so a run that files again finds what it wrote.\n */\n\n/** The author every entry the runtime files is signed with. */\nexport const OUTREACH_TIMELINE_BY_NAME = 'Sequences'\n\n/** An entry as the timeline seam takes it: the caller's key, the words. */\nexport interface OutreachTimelineEntry {\n  dedupeKey: string\n  body: string\n}\n\n/** The key the enrollment's own entry is filed under, restated by the backfill. */\nexport function outreachEnrolledEntryKey(enrollmentId: string): string {\n  return `enrolled:${enrollmentId}`\n}\n\n/**\n * The line that says an enrollment began past the first step (AGL-3228),\n * and which steps it skipped: \"Began at step 3 — steps 1–2 skipped, already\n * done by hand\". `''` for one that began at step 1.\n */\nexport function outreachStartedAtLine(startStepIndex: number | null | undefined): string {\n  const start = Number(startStepIndex)\n  if (!Number.isInteger(start) || start < 1) return ''\n  const skipped = start === 1 ? 'step 1' : `steps 1–${start}`\n  return `Began at step ${start + 1} — ${skipped} skipped, already done by hand`\n}\n\n/**\n * \"Enrolled in <sequence>\", and the campaigns it carried the person into\n * when the sequence was in any, named. A sequence with no name — never\n * stored, but a document can lose one — reads \"a sequence\". An enrollment\n * that began past the first step says so on a line of its own (AGL-3228).\n */\nexport function outreachEnrolledEntry(input: {\n  enrollmentId: string\n  sequenceName: string\n  campaignNames: readonly string[]\n  startStepIndex?: number\n}): OutreachTimelineEntry {\n  const sequence = input.sequenceName.trim() || 'a sequence'\n  const campaigns = input.campaignNames.map((name) => name.trim()).filter(Boolean)\n  const enrolled = campaigns.length\n    ? `Enrolled in ${sequence}\\nFiled under ${campaigns.join(', ')}`\n    : `Enrolled in ${sequence}`\n  const startedAt = outreachStartedAtLine(input.startStepIndex)\n  return {\n    dedupeKey: outreachEnrolledEntryKey(input.enrollmentId),\n    body: startedAt ? `${enrolled}\\n${startedAt}` : enrolled,\n  }\n}\n\n/**\n * The key one curated step's entry is filed under (AGL-3324): once per\n * confirmation, so a step curated again after a reply files again — each is\n * a fact about what went out, and a second line is a second fact.\n */\nexport function outreachCuratedEntryKey(enrollmentId: string, stepIndex: number, atMs: number): string {\n  return `curated:${enrollmentId}:${stepIndex}:${atMs}`\n}\n\n/**\n * \"Curated step 2 — AI draft, edited by Casey\" (AGL-3324): who wrote this\n * person's copy of the step. An AI draft the member kept as it came reads\n * \"AI draft, confirmed by\"; words the member wrote themselves read \"written\n * by\". A member with no name is named by their address, and one with\n * neither is \"a member\".\n */\nexport function outreachCuratedEntry(input: {\n  enrollmentId: string\n  stepIndex: number\n  source: 'ai' | 'member'\n  edited: boolean\n  memberName: string | null | undefined\n  atMs: number\n}): OutreachTimelineEntry {\n  const member = String(input.memberName ?? '').trim() || 'a member'\n  const how =\n    input.source === 'ai'\n      ? input.edited\n        ? `AI draft, edited by ${member}`\n        : `AI draft, confirmed by ${member}`\n      : `written by ${member}`\n  return {\n    dedupeKey: outreachCuratedEntryKey(input.enrollmentId, input.stepIndex, input.atMs),\n    body: `Curated step ${input.stepIndex + 1} — ${how}`,\n  }\n}\n\n/** Why a sequence stopped, in the two ways a person ends one. */\nexport type OutreachStoppedReason = 'replied' | 'opted_out'\n\n/** \"<sequence> stopped: they replied\" — the line under the last send. */\nexport function outreachStoppedEntry(input: {\n  enrollmentId: string\n  sequenceName: string\n  reason: OutreachStoppedReason\n}): OutreachTimelineEntry {\n  const sequence = input.sequenceName.trim() || 'The sequence'\n  return {\n    dedupeKey: `stopped:${input.enrollmentId}`,\n    body: `${sequence} stopped: ${input.reason === 'replied' ? 'they replied' : 'they opted out'}`,\n  }\n}\n"],"names":["OUTREACH_TIMELINE_BY_NAME","outreachEnrolledEntryKey","enrollmentId","outreachStartedAtLine","startStepIndex","start","Number","isInteger","skipped","outreachEnrolledEntry","input","sequence","sequenceName","trim","campaigns","campaignNames","map","name","filter","Boolean","enrolled","length","join","startedAt","dedupeKey","body","outreachCuratedEntryKey","stepIndex","atMs","outreachCuratedEntry","member","String","memberName","how","source","edited","outreachStoppedEntry","reason"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;CAoBC,GAED,6DAA6D,GAC7D,OAAO,MAAMA,4BAA4B,YAAW;AAQpD,iFAAiF,GACjF,OAAO,SAASC,yBAAyBC,YAAoB;IAC3D,OAAO,CAAC,SAAS,EAAEA,cAAc;AACnC;AAEA;;;;CAIC,GACD,OAAO,SAASC,sBAAsBC,cAAyC;IAC7E,MAAMC,QAAQC,OAAOF;IACrB,IAAI,CAACE,OAAOC,SAAS,CAACF,UAAUA,QAAQ,GAAG,OAAO;IAClD,MAAMG,UAAUH,UAAU,IAAI,WAAW,CAAC,QAAQ,EAAEA,OAAO;IAC3D,OAAO,CAAC,cAAc,EAAEA,QAAQ,EAAE,GAAG,EAAEG,QAAQ,8BAA8B,CAAC;AAChF;AAEA;;;;;CAKC,GACD,OAAO,SAASC,sBAAsBC,KAKrC;IACC,MAAMC,WAAWD,MAAME,YAAY,CAACC,IAAI,MAAM;IAC9C,MAAMC,YAAYJ,MAAMK,aAAa,CAACC,GAAG,CAAC,CAACC,OAASA,KAAKJ,IAAI,IAAIK,MAAM,CAACC;IACxE,MAAMC,WAAWN,UAAUO,MAAM,GAC7B,CAAC,YAAY,EAAEV,SAAS,cAAc,EAAEG,UAAUQ,IAAI,CAAC,OAAO,GAC9D,CAAC,YAAY,EAAEX,UAAU;IAC7B,MAAMY,YAAYpB,sBAAsBO,MAAMN,cAAc;IAC5D,OAAO;QACLoB,WAAWvB,yBAAyBS,MAAMR,YAAY;QACtDuB,MAAMF,YAAY,GAAGH,SAAS,EAAE,EAAEG,WAAW,GAAGH;IAClD;AACF;AAEA;;;;CAIC,GACD,OAAO,SAASM,wBAAwBxB,YAAoB,EAAEyB,SAAiB,EAAEC,IAAY;IAC3F,OAAO,CAAC,QAAQ,EAAE1B,aAAa,CAAC,EAAEyB,UAAU,CAAC,EAAEC,MAAM;AACvD;AAEA;;;;;;CAMC,GACD,OAAO,SAASC,qBAAqBnB,KAOpC;QACuBA;IAAtB,MAAMoB,SAASC,QAAOrB,oBAAAA,MAAMsB,UAAU,YAAhBtB,oBAAoB,IAAIG,IAAI,MAAM;IACxD,MAAMoB,MACJvB,MAAMwB,MAAM,KAAK,OACbxB,MAAMyB,MAAM,GACV,CAAC,oBAAoB,EAAEL,QAAQ,GAC/B,CAAC,uBAAuB,EAAEA,QAAQ,GACpC,CAAC,WAAW,EAAEA,QAAQ;IAC5B,OAAO;QACLN,WAAWE,wBAAwBhB,MAAMR,YAAY,EAAEQ,MAAMiB,SAAS,EAAEjB,MAAMkB,IAAI;QAClFH,MAAM,CAAC,aAAa,EAAEf,MAAMiB,SAAS,GAAG,EAAE,GAAG,EAAEM,KAAK;IACtD;AACF;AAKA,uEAAuE,GACvE,OAAO,SAASG,qBAAqB1B,KAIpC;IACC,MAAMC,WAAWD,MAAME,YAAY,CAACC,IAAI,MAAM;IAC9C,OAAO;QACLW,WAAW,CAAC,QAAQ,EAAEd,MAAMR,YAAY,EAAE;QAC1CuB,MAAM,GAAGd,SAAS,UAAU,EAAED,MAAM2B,MAAM,KAAK,YAAY,iBAAiB,kBAAkB;IAChG;AACF"}

package/src/lib/engine/enrollment-state.d.ts

@@ -77,12 +77,29 @@ export interface OutreachEnrollmentEventResult {
 export declare function applyOutreachEnrollmentEvent(enrollment: Pick<OutreachEnrollment, 'status' | 'nextDueAtMs'>, event: OutreachEnrollmentEvent): OutreachEnrollmentEventResult;
 type ScheduleMailbox = Pick<OutreachMailbox, 'timezone' | 'window'>;
 type ScheduleSequence = Pick<OutreachSequence, 'steps' | 'settings'>;
-/** When a new enrollment's first step comes due, or `null` when it cannot be placed. */
+/**
+ * The step an enrollment begins at (AGL-3228), read from a request: the
+ * first when the request names none, or the zero-based index it names —
+ * or, as `refusal`, why that is not a step of this sequence.
+ */
+export declare function readOutreachStartStepIndex(raw: unknown, steps: readonly unknown[] | null | undefined): {
+    startStepIndex: number;
+    refusal: null;
+} | {
+    startStepIndex: null;
+    refusal: string;
+};
+/**
+ * When a new enrollment's first step comes due, or `null` when it cannot be
+ * placed: the step it begins at (AGL-3228; the first unless it says so),
+ * that step's own delay counted from the moment of enrollment.
+ */
 export declare function planOutreachFirstDue(input: {
     sequence: ScheduleSequence;
     mailbox: ScheduleMailbox;
     enrolledAtMs: number;
     random: OutreachRandom;
+    startStepIndex?: number;
 }): number | null;
 /** Stamps the attestations a rep ticked with who ticked them and when; unknown kinds are dropped. */
 export declare function outreachAttestationsFrom(kinds: readonly unknown[], uid: string, atMs: number): OutreachAttestations;
@@ -107,13 +124,27 @@ export interface OutreachEnrollmentDraft {
     enrolledByUid: string;
     nowMs: number;
     random: OutreachRandom;
+    /**
+     * The step to begin at (AGL-3228), zero-based; the first when absent.
+     * The caller has checked it names a step — {@link readOutreachStartStepIndex}.
+     */
+    startStepIndex?: number;
 }
 /**
  * A new enrollment document, first step scheduled — one builder for every
  * door that enrolls, so an enrollment made from a contact and one made from
  * a list are the same shape. Call it after the gates allowed the person.
+ *
+ * An enrollment that begins past the first step (AGL-3228) is for someone
+ * who already had the earlier steps by hand: those are marked skipped, the
+ * step it begins at is scheduled by its own delay from now, and
+ * `lastSentAtMs` is the enrollment — the moment the earlier steps are
+ * accounted for — so the sync watches this mailbox for the person's reply,
+ * bounce or opt-out from the start, as it does after a send.
  */
 export declare function buildOutreachEnrollment(draft: OutreachEnrollmentDraft): OutreachEnrollment;
+/** The step an enrollment began at (AGL-3228): the first, unless it began later. */
+export declare function outreachEnrollmentStartStepIndex(enrollment: Pick<OutreachEnrollment, 'startStepIndex'> | null | undefined): number;
 /** What the provider reported for an email step that was sent. */
 export interface OutreachSentEmail {
     /** The `Message-ID` header the message went out with, angle brackets included. */
@@ -124,7 +155,7 @@ export interface OutreachSentEmail {
     subject: string;
 }
 export interface OutreachStepCompletionInput {
-    enrollment: Pick<OutreachEnrollment, 'status' | 'stepIndex' | 'gmailThreadId' | 'gmailThreadIds' | 'messageIds' | 'threadSubject'>;
+    enrollment: Pick<OutreachEnrollment, 'status' | 'stepIndex' | 'gmailThreadId' | 'gmailThreadIds' | 'messageIds' | 'threadSubject'> & Partial<Pick<OutreachEnrollment, 'startStepIndex'>>;
     sequence: ScheduleSequence;
     mailbox: ScheduleMailbox;
     /** When the step ran. */

package/src/lib/engine/enrollment-state.js

@@ -37,7 +37,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * whole document, so a writer applies it with its own SDK and its own
  * timestamps.
  *==========================================*/ import { OUTREACH_ATTESTATION_KINDS, OUTREACH_STOP_REASONS_BY_STATUS } from "../model/outreach.types.js";
-import { normalizeCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
+import { normalizeContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 import { normalizeOutreachPersonalLine } from "./gates.js";
 import { effectiveOutreachWindow, scheduleOutreachDue } from "./schedule.js";
 import { isInThreadEmailStep } from "./sequence-validation.js";
@@ -160,9 +160,43 @@ const detailOf = (value)=>{
         error: null
     };
 }
-/** When a new enrollment's first step comes due, or `null` when it cannot be placed. */ export function planOutreachFirstDue(input) {
+/**
+ * The step an enrollment begins at (AGL-3228), read from a request: the
+ * first when the request names none, or the zero-based index it names —
+ * or, as `refusal`, why that is not a step of this sequence.
+ */ export function readOutreachStartStepIndex(raw, steps) {
+    var _ref;
+    if (raw === undefined || raw === null) return {
+        startStepIndex: 0,
+        refusal: null
+    };
+    const count = (_ref = steps == null ? void 0 : steps.length) != null ? _ref : 0;
+    const index = typeof raw === 'number' ? raw : Number.NaN;
+    if (!Number.isInteger(index) || index < 0) {
+        return {
+            startStepIndex: null,
+            refusal: 'Name the step to start at by its number in the sequence.'
+        };
+    }
+    if (index >= count) {
+        return {
+            startStepIndex: null,
+            refusal: `This sequence has ${count} ${count === 1 ? 'step' : 'steps'}, so enrolling can't start at step ${index + 1}.`
+        };
+    }
+    return {
+        startStepIndex: index,
+        refusal: null
+    };
+}
+/**
+ * When a new enrollment's first step comes due, or `null` when it cannot be
+ * placed: the step it begins at (AGL-3228; the first unless it says so),
+ * that step's own delay counted from the moment of enrollment.
+ */ export function planOutreachFirstDue(input) {
+    var _input_startStepIndex;
     var _input_sequence_steps, _input_sequence_settings;
-    const first = (_input_sequence_steps = input.sequence.steps) == null ? void 0 : _input_sequence_steps[0];
+    const first = (_input_sequence_steps = input.sequence.steps) == null ? void 0 : _input_sequence_steps[(_input_startStepIndex = input.startStepIndex) != null ? _input_startStepIndex : 0];
     if (!first) return null;
     return scheduleOutreachDue({
         fromMs: input.enrolledAtMs,
@@ -188,9 +222,18 @@ const detailOf = (value)=>{
  * A new enrollment document, first step scheduled — one builder for every
  * door that enrolls, so an enrollment made from a contact and one made from
  * a list are the same shape. Call it after the gates allowed the person.
+ *
+ * An enrollment that begins past the first step (AGL-3228) is for someone
+ * who already had the earlier steps by hand: those are marked skipped, the
+ * step it begins at is scheduled by its own delay from now, and
+ * `lastSentAtMs` is the enrollment — the moment the earlier steps are
+ * accounted for — so the sync watches this mailbox for the person's reply,
+ * bounce or opt-out from the start, as it does after a send.
  */ export function buildOutreachEnrollment(draft) {
-    var _draft_target, _draft_leadId, _draft_contactName, _draft_email, _draft_attestations;
-    return {
+    var _draft_startStepIndex, _draft_sequence_steps, _draft_target, _draft_leadId, _draft_contactName, _draft_email, _draft_attestations;
+    const start = (_draft_startStepIndex = draft.startStepIndex) != null ? _draft_startStepIndex : 0;
+    const steps = (_draft_sequence_steps = draft.sequence.steps) != null ? _draft_sequence_steps : [];
+    const enrollment = {
         id: draft.id,
         sequenceId: draft.sequence.id,
         target: (_draft_target = draft.target) != null ? _draft_target : 'contact',
@@ -200,12 +243,13 @@ const detailOf = (value)=>{
         email: String((_draft_email = draft.email) != null ? _draft_email : '').trim().toLowerCase(),
         hostId: draft.sequence.hostId,
         mailboxId: draft.sequence.mailboxId,
-        stepIndex: 0,
+        stepIndex: start,
         nextDueAtMs: planOutreachFirstDue({
             sequence: draft.sequence,
             mailbox: draft.mailbox,
             enrolledAtMs: draft.nowMs,
-            random: draft.random
+            random: draft.random,
+            startStepIndex: start
         }),
         status: 'active',
         stopReason: null,
@@ -223,10 +267,25 @@ const detailOf = (value)=>{
         lastSentAtMs: null,
         // The sequence's campaigns as they stand now (AGL-3254): what this
         // enrollment's outcomes are credited to, whatever the sequence joins later.
-        campaignIds: normalizeCampaignIds(draft.sequence.campaignIds),
+        campaignIds: normalizeContainerIds(draft.sequence.campaignIds),
         createdAtMs: draft.nowMs,
         updatedAtMs: draft.nowMs
     };
+    if (start > 0) {
+        enrollment.startStepIndex = start;
+        enrollment.skippedSteps = steps.slice(0, start).map((step, stepIndex)=>({
+                stepIndex,
+                stepId: step.id,
+                kind: step.kind,
+                atMs: draft.nowMs
+            }));
+        enrollment.lastSentAtMs = draft.nowMs;
+    }
+    return enrollment;
+}
+/** The step an enrollment began at (AGL-3228): the first, unless it began later. */ export function outreachEnrollmentStartStepIndex(enrollment) {
+    const start = Number(enrollment == null ? void 0 : enrollment.startStepIndex);
+    return Number.isInteger(start) && start > 0 ? start : 0;
 }
 /**
  * What running the current step writes: the send recorded on the thread
@@ -271,7 +330,7 @@ const detailOf = (value)=>{
         if (!threadIds.includes(threadId)) threadIds.push(threadId);
         patch.gmailThreadId = threadId;
         patch.gmailThreadIds = threadIds;
-        if (isInThreadEmailStep(steps, enrollment.stepIndex) && enrollment.threadSubject) {
+        if (isInThreadEmailStep(steps, enrollment.stepIndex, outreachEnrollmentStartStepIndex(enrollment)) && enrollment.threadSubject) {
             var _enrollment_messageIds;
             patch.messageIds = [
                 ...(_enrollment_messageIds = enrollment.messageIds) != null ? _enrollment_messageIds : [],

package/src/lib/engine/enrollment-state.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/enrollment-state.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 * ONE PERSON'S RUN THROUGH A SEQUENCE (AGL-2979).\n *\n * ## The state machine\n *\n *   active ──► paused ──► active\n *     │          │\n *     ├──────────┴──► replied · bounced · opted_out · stopped\n *     └─► finished · failed\n *\n * An enrollment sends only while `active`. Everything that ends the sending\n * records why (`stopReason`, `stopDetail`, when, and who). Ending the\n * sending does not end what can still be learned from the thread: a reply,\n * a bounce or an opt-out that arrives after the last step, after a member\n * stopped it or after a send failed is still recorded, and a person who\n * replied and then asked to be left alone moves on to `opted_out` — an\n * opt-out is the one fact every later sequence has to be able to find.\n * `bounced` and `opted_out` are final.\n *\n * Every function returns a PATCH — the fields to write — and never the\n * whole document, so a writer applies it with its own SDK and its own\n * timestamps.\n *==========================================*/\n\nimport {\n  OUTREACH_ATTESTATION_KINDS,\n  OUTREACH_STOP_REASONS_BY_STATUS,\n  type OutreachAttestationKind,\n  type OutreachAttestations,\n  type OutreachEnrollment,\n  type OutreachEnrollmentStatus,\n  type OutreachEnrollmentTarget,\n  type OutreachMailbox,\n  type OutreachSequence,\n  type OutreachStopReason,\n} from '../model/outreach.types'\nimport { normalizeCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { normalizeOutreachPersonalLine } from './gates'\nimport { effectiveOutreachWindow, type OutreachRandom, scheduleOutreachDue } from './schedule'\nimport { isInThreadEmailStep } from './sequence-validation'\n\n/** Where each status may go next. */\nexport const OUTREACH_ENROLLMENT_TRANSITIONS: Readonly<\n  Record<OutreachEnrollmentStatus, readonly OutreachEnrollmentStatus[]>\n> = {\n  active: ['paused', 'finished', 'replied', 'bounced', 'opted_out', 'stopped', 'failed'],\n  paused: ['active', 'replied', 'bounced', 'opted_out', 'stopped'],\n  finished: ['replied', 'bounced', 'opted_out'],\n  stopped: ['replied', 'bounced', 'opted_out'],\n  failed: ['replied', 'bounced', 'opted_out'],\n  replied: ['opted_out'],\n  bounced: [],\n  opted_out: [],\n}\n\nexport function canTransitionOutreachEnrollment(\n  from: OutreachEnrollmentStatus,\n  to: OutreachEnrollmentStatus,\n): boolean {\n  return OUTREACH_ENROLLMENT_TRANSITIONS[from]?.includes(to) === true\n}\n\n/** Something that happened to an enrollment. `atMs` is when it happened. */\nexport type OutreachEnrollmentEvent =\n  | {\n      type: 'pause'\n      atMs: number\n      byUid: string | null\n      /** `manual` unless the engine held the send on its gateway (AGL-3326). */\n      reason?: Extract<OutreachStopReason, 'manual' | 'gateway_blocked_here'>\n      detail?: string | null\n    }\n  | { type: 'resume'; atMs: number; byUid: string | null }\n  | {\n      type: 'stop'\n      atMs: number\n      byUid: string | null\n      reason?: Extract<OutreachStopReason, 'manual' | 'gate' | 'sequence_archived'>\n      detail?: string | null\n    }\n  | { type: 'reply'; atMs: number; detail?: string | null }\n  | {\n      type: 'opt_out'\n      atMs: number\n      reason: Extract<OutreachStopReason, 'opt_out_reply' | 'unsubscribe' | 'do_not_contact'>\n      detail?: string | null\n    }\n  | { type: 'bounce'; atMs: number; detail?: string | null }\n  | { type: 'send_failed'; atMs: number; detail?: string | null }\n\n/** The status fields an event writes. */\nexport interface OutreachEnrollmentStatusPatch {\n  status: OutreachEnrollmentStatus\n  stopReason: OutreachStopReason | null\n  stopDetail: string | null\n  stoppedAtMs: number | null\n  stoppedByUid: string | null\n  nextDueAtMs: number | null\n}\n\n/**\n * `patch` is what to write, or `null` when there is nothing to write — the\n * enrollment is already there, or the event is not allowed, in which case\n * `error` says why.\n */\nexport interface OutreachEnrollmentEventResult {\n  patch: OutreachEnrollmentStatusPatch | null\n  error: string | null\n}\n\nconst STATUS_WORDS: Record<OutreachEnrollmentStatus, string> = {\n  active: 'is active',\n  paused: 'is paused',\n  finished: 'finished',\n  replied: 'got a reply',\n  bounced: 'bounced',\n  opted_out: 'opted out',\n  stopped: 'was stopped',\n  failed: 'failed',\n}\n\nconst EVENT_TARGET: Record<OutreachEnrollmentEvent['type'], OutreachEnrollmentStatus> = {\n  pause: 'paused',\n  resume: 'active',\n  stop: 'stopped',\n  reply: 'replied',\n  opt_out: 'opted_out',\n  bounce: 'bounced',\n  send_failed: 'failed',\n}\n\nconst detailOf = (value: unknown): string | null => {\n  const text = typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n  return text ? text.slice(0, 500) : null\n}\n\n/** What an event does to an enrollment's status — see the module note. */\nexport function applyOutreachEnrollmentEvent(\n  enrollment: Pick<OutreachEnrollment, 'status' | 'nextDueAtMs'>,\n  event: OutreachEnrollmentEvent,\n): OutreachEnrollmentEventResult {\n  const from = enrollment.status\n  const to = EVENT_TARGET[event.type]\n  if (!to) return { patch: null, error: 'That is not something that happens to an enrollment.' }\n  if (from === to) return { patch: null, error: null }\n  if (!canTransitionOutreachEnrollment(from, to)) {\n    return {\n      patch: null,\n      error: `This enrollment ${STATUS_WORDS[from]}, so it can't be marked as one that ${STATUS_WORDS[to]}.`,\n    }\n  }\n  if (event.type === 'resume') {\n    return {\n      patch: {\n        status: 'active',\n        stopReason: null,\n        stopDetail: null,\n        stoppedAtMs: null,\n        stoppedByUid: null,\n        nextDueAtMs: enrollment.nextDueAtMs,\n      },\n      error: null,\n    }\n  }\n  const reason: OutreachStopReason =\n    event.type === 'pause'\n      ? (event.reason ?? 'manual')\n      : event.type === 'stop'\n        ? (event.reason ?? 'manual')\n        : event.type === 'reply'\n          ? 'reply'\n          : event.type === 'opt_out'\n            ? event.reason\n            : event.type === 'bounce'\n              ? 'hard_bounce'\n              : 'send_failed'\n  const allowed = OUTREACH_STOP_REASONS_BY_STATUS[to as keyof typeof OUTREACH_STOP_REASONS_BY_STATUS]\n  if (!allowed?.includes(reason)) {\n    return { patch: null, error: `\"${reason}\" isn't a reason an enrollment ${STATUS_WORDS[to]}.` }\n  }\n  const byUid = 'byUid' in event && typeof event.byUid === 'string' && event.byUid ? event.byUid : null\n  return {\n    patch: {\n      status: to,\n      stopReason: reason,\n      stopDetail: detailOf(event.detail),\n      stoppedAtMs: event.atMs,\n      stoppedByUid: byUid,\n      // A paused enrollment keeps its place, so resuming it picks up where it\n      // stopped; every other status has nothing left waiting.\n      nextDueAtMs: to === 'paused' ? enrollment.nextDueAtMs : null,\n    },\n    error: null,\n  }\n}\n\ntype ScheduleMailbox = Pick<OutreachMailbox, 'timezone' | 'window'>\ntype ScheduleSequence = Pick<OutreachSequence, 'steps' | 'settings'>\n\n/** When a new enrollment's first step comes due, or `null` when it cannot be placed. */\nexport function planOutreachFirstDue(input: {\n  sequence: ScheduleSequence\n  mailbox: ScheduleMailbox\n  enrolledAtMs: number\n  random: OutreachRandom\n}): number | null {\n  const first = input.sequence.steps?.[0]\n  if (!first) return null\n  return scheduleOutreachDue({\n    fromMs: input.enrolledAtMs,\n    delayBusinessDays: first.delayBusinessDays,\n    timeZone: input.mailbox.timezone,\n    window: effectiveOutreachWindow(input.sequence.settings?.window, input.mailbox.window),\n    random: input.random,\n  })\n}\n\n/** Stamps the attestations a rep ticked with who ticked them and when; unknown kinds are dropped. */\nexport function outreachAttestationsFrom(\n  kinds: readonly unknown[],\n  uid: string,\n  atMs: number,\n): OutreachAttestations {\n  const attestations: OutreachAttestations = {}\n  for (const kind of kinds ?? []) {\n    if ((OUTREACH_ATTESTATION_KINDS as readonly unknown[]).includes(kind)) {\n      attestations[kind as OutreachAttestationKind] = { uid, atMs }\n    }\n  }\n  return attestations\n}\n\nexport interface OutreachEnrollmentDraft {\n  id: string\n  sequence: Pick<OutreachSequence, 'id' | 'hostId' | 'mailboxId' | 'steps' | 'settings' | 'campaignIds'>\n  mailbox: ScheduleMailbox\n  /** The record the person is (AGL-3234); a contact when absent. */\n  target?: OutreachEnrollmentTarget\n  /** The contact's id; `''` for a lead. */\n  contactId: string\n  /** The lead's person key, for an enrollment made on a lead. */\n  leadId?: string | null\n  /** The contact's name as the sending site knows it; `''` for none. */\n  contactName?: string | null\n  /** The address, as the gates normalized it. */\n  email: string\n  /** The gates' `cold`. */\n  cold: boolean\n  personalLine: string\n  attestations: OutreachAttestations\n  enrolledByUid: string\n  nowMs: number\n  random: OutreachRandom\n}\n\n/**\n * A new enrollment document, first step scheduled — one builder for every\n * door that enrolls, so an enrollment made from a contact and one made from\n * a list are the same shape. Call it after the gates allowed the person.\n */\nexport function buildOutreachEnrollment(draft: OutreachEnrollmentDraft): OutreachEnrollment {\n  return {\n    id: draft.id,\n    sequenceId: draft.sequence.id,\n    target: draft.target ?? 'contact',\n    contactId: draft.contactId,\n    leadId: draft.leadId ?? null,\n    contactName: String(draft.contactName ?? '').replace(/\\s+/g, ' ').trim().slice(0, 200),\n    email: String(draft.email ?? '').trim().toLowerCase(),\n    hostId: draft.sequence.hostId,\n    mailboxId: draft.sequence.mailboxId,\n    stepIndex: 0,\n    nextDueAtMs: planOutreachFirstDue({\n      sequence: draft.sequence,\n      mailbox: draft.mailbox,\n      enrolledAtMs: draft.nowMs,\n      random: draft.random,\n    }),\n    status: 'active',\n    stopReason: null,\n    stopDetail: null,\n    stoppedAtMs: null,\n    stoppedByUid: null,\n    personalLine: normalizeOutreachPersonalLine(draft.personalLine),\n    cold: draft.cold === true,\n    attestations: { ...(draft.attestations ?? {}) },\n    enrolledByUid: draft.enrolledByUid,\n    gmailThreadId: null,\n    gmailThreadIds: [],\n    threadSubject: null,\n    messageIds: [],\n    lastSentAtMs: null,\n    // The sequence's campaigns as they stand now (AGL-3254): what this\n    // enrollment's outcomes are credited to, whatever the sequence joins later.\n    campaignIds: normalizeCampaignIds(draft.sequence.campaignIds),\n    createdAtMs: draft.nowMs,\n    updatedAtMs: draft.nowMs,\n  }\n}\n\n/** What the provider reported for an email step that was sent. */\nexport interface OutreachSentEmail {\n  /** The `Message-ID` header the message went out with, angle brackets included. */\n  messageId: string\n  /** The provider's thread id. */\n  threadId: string\n  /** The subject as sent. */\n  subject: string\n}\n\nexport interface OutreachStepCompletionInput {\n  enrollment: Pick<\n    OutreachEnrollment,\n    'status' | 'stepIndex' | 'gmailThreadId' | 'gmailThreadIds' | 'messageIds' | 'threadSubject'\n  >\n  sequence: ScheduleSequence\n  mailbox: ScheduleMailbox\n  /** When the step ran. */\n  completedAtMs: number\n  /** For an email step, what was sent; not read for a task. */\n  sent?: OutreachSentEmail | null\n  random: OutreachRandom\n}\n\n/** The fields a completed step writes. */\nexport interface OutreachStepCompletionPatch {\n  status: 'active' | 'finished'\n  stepIndex: number\n  nextDueAtMs: number | null\n  lastSentAtMs: number\n  gmailThreadId?: string\n  gmailThreadIds?: string[]\n  threadSubject?: string\n  messageIds?: string[]\n}\n\nexport interface OutreachStepCompletionResult {\n  patch: OutreachStepCompletionPatch | null\n  /**\n   * Why there is no patch, or — beside one — that the next step could not\n   * be placed on the calendar (a window that never opens, a zone `Intl` does\n   * not know), which leaves the enrollment with nothing due until a member\n   * fixes the window and resumes it.\n   */\n  error: string | null\n}\n\n/**\n * What running the current step writes: the send recorded on the thread\n * fields, and the next step scheduled — or the enrollment `finished` when\n * that was the last.\n */\nexport function planOutreachStepCompletion(\n  input: OutreachStepCompletionInput,\n): OutreachStepCompletionResult {\n  const { enrollment, sequence } = input\n  if (enrollment.status !== 'active') {\n    return { patch: null, error: 'Only an active enrollment runs its steps.' }\n  }\n  const steps = sequence.steps ?? []\n  const step = steps[enrollment.stepIndex]\n  if (!step) return { patch: null, error: 'This enrollment has no step at its position.' }\n  const patch: OutreachStepCompletionPatch = {\n    status: 'active',\n    stepIndex: enrollment.stepIndex + 1,\n    nextDueAtMs: null,\n    lastSentAtMs: input.completedAtMs,\n  }\n  if (step.kind === 'email') {\n    const sent = input.sent\n    const messageId = String(sent?.messageId ?? '').trim()\n    const threadId = String(sent?.threadId ?? '').trim()\n    if (!messageId || !threadId) {\n      return { patch: null, error: 'An email step needs the sent message and thread ids.' }\n    }\n    const threadIds = [...(enrollment.gmailThreadIds ?? [])]\n    if (!threadIds.includes(threadId)) threadIds.push(threadId)\n    patch.gmailThreadId = threadId\n    patch.gmailThreadIds = threadIds\n    if (isInThreadEmailStep(steps, enrollment.stepIndex) && enrollment.threadSubject) {\n      patch.messageIds = [...(enrollment.messageIds ?? []), messageId]\n    } else {\n      patch.threadSubject = String(sent.subject ?? '').trim()\n      patch.messageIds = [messageId]\n    }\n  }\n  const next = steps[patch.stepIndex]\n  if (!next) {\n    patch.status = 'finished'\n    return { patch, error: null }\n  }\n  patch.nextDueAtMs = scheduleOutreachDue({\n    fromMs: input.completedAtMs,\n    delayBusinessDays: next.delayBusinessDays,\n    timeZone: input.mailbox.timezone,\n    window: effectiveOutreachWindow(sequence.settings?.window, input.mailbox.window),\n    random: input.random,\n  })\n  return {\n    patch,\n    error:\n      patch.nextDueAtMs === null\n        ? \"The next step couldn't be scheduled: check the sending window and the mailbox's timezone.\"\n        : null,\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/enrollment-state.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 * ONE PERSON'S RUN THROUGH A SEQUENCE (AGL-2979).\n *\n * ## The state machine\n *\n *   active ──► paused ──► active\n *     │          │\n *     ├──────────┴──► replied · bounced · opted_out · stopped\n *     └─► finished · failed\n *\n * An enrollment sends only while `active`. Everything that ends the sending\n * records why (`stopReason`, `stopDetail`, when, and who). Ending the\n * sending does not end what can still be learned from the thread: a reply,\n * a bounce or an opt-out that arrives after the last step, after a member\n * stopped it or after a send failed is still recorded, and a person who\n * replied and then asked to be left alone moves on to `opted_out` — an\n * opt-out is the one fact every later sequence has to be able to find.\n * `bounced` and `opted_out` are final.\n *\n * Every function returns a PATCH — the fields to write — and never the\n * whole document, so a writer applies it with its own SDK and its own\n * timestamps.\n *==========================================*/\n\nimport {\n  OUTREACH_ATTESTATION_KINDS,\n  OUTREACH_STOP_REASONS_BY_STATUS,\n  type OutreachAttestationKind,\n  type OutreachAttestations,\n  type OutreachEnrollment,\n  type OutreachEnrollmentStatus,\n  type OutreachEnrollmentTarget,\n  type OutreachMailbox,\n  type OutreachSequence,\n  type OutreachStopReason,\n} from '../model/outreach.types'\nimport { normalizeContainerIds } from '@aglyn/aglyn/app-utils/container-membership'\nimport { normalizeOutreachPersonalLine } from './gates'\nimport { effectiveOutreachWindow, type OutreachRandom, scheduleOutreachDue } from './schedule'\nimport { isInThreadEmailStep } from './sequence-validation'\n\n/** Where each status may go next. */\nexport const OUTREACH_ENROLLMENT_TRANSITIONS: Readonly<\n  Record<OutreachEnrollmentStatus, readonly OutreachEnrollmentStatus[]>\n> = {\n  active: ['paused', 'finished', 'replied', 'bounced', 'opted_out', 'stopped', 'failed'],\n  paused: ['active', 'replied', 'bounced', 'opted_out', 'stopped'],\n  finished: ['replied', 'bounced', 'opted_out'],\n  stopped: ['replied', 'bounced', 'opted_out'],\n  failed: ['replied', 'bounced', 'opted_out'],\n  replied: ['opted_out'],\n  bounced: [],\n  opted_out: [],\n}\n\nexport function canTransitionOutreachEnrollment(\n  from: OutreachEnrollmentStatus,\n  to: OutreachEnrollmentStatus,\n): boolean {\n  return OUTREACH_ENROLLMENT_TRANSITIONS[from]?.includes(to) === true\n}\n\n/** Something that happened to an enrollment. `atMs` is when it happened. */\nexport type OutreachEnrollmentEvent =\n  | {\n      type: 'pause'\n      atMs: number\n      byUid: string | null\n      /** `manual` unless the engine held the send on its gateway (AGL-3326). */\n      reason?: Extract<OutreachStopReason, 'manual' | 'gateway_blocked_here'>\n      detail?: string | null\n    }\n  | { type: 'resume'; atMs: number; byUid: string | null }\n  | {\n      type: 'stop'\n      atMs: number\n      byUid: string | null\n      reason?: Extract<OutreachStopReason, 'manual' | 'gate' | 'sequence_archived'>\n      detail?: string | null\n    }\n  | { type: 'reply'; atMs: number; detail?: string | null }\n  | {\n      type: 'opt_out'\n      atMs: number\n      reason: Extract<OutreachStopReason, 'opt_out_reply' | 'unsubscribe' | 'do_not_contact'>\n      detail?: string | null\n    }\n  | { type: 'bounce'; atMs: number; detail?: string | null }\n  | { type: 'send_failed'; atMs: number; detail?: string | null }\n\n/** The status fields an event writes. */\nexport interface OutreachEnrollmentStatusPatch {\n  status: OutreachEnrollmentStatus\n  stopReason: OutreachStopReason | null\n  stopDetail: string | null\n  stoppedAtMs: number | null\n  stoppedByUid: string | null\n  nextDueAtMs: number | null\n}\n\n/**\n * `patch` is what to write, or `null` when there is nothing to write — the\n * enrollment is already there, or the event is not allowed, in which case\n * `error` says why.\n */\nexport interface OutreachEnrollmentEventResult {\n  patch: OutreachEnrollmentStatusPatch | null\n  error: string | null\n}\n\nconst STATUS_WORDS: Record<OutreachEnrollmentStatus, string> = {\n  active: 'is active',\n  paused: 'is paused',\n  finished: 'finished',\n  replied: 'got a reply',\n  bounced: 'bounced',\n  opted_out: 'opted out',\n  stopped: 'was stopped',\n  failed: 'failed',\n}\n\nconst EVENT_TARGET: Record<OutreachEnrollmentEvent['type'], OutreachEnrollmentStatus> = {\n  pause: 'paused',\n  resume: 'active',\n  stop: 'stopped',\n  reply: 'replied',\n  opt_out: 'opted_out',\n  bounce: 'bounced',\n  send_failed: 'failed',\n}\n\nconst detailOf = (value: unknown): string | null => {\n  const text = typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n  return text ? text.slice(0, 500) : null\n}\n\n/** What an event does to an enrollment's status — see the module note. */\nexport function applyOutreachEnrollmentEvent(\n  enrollment: Pick<OutreachEnrollment, 'status' | 'nextDueAtMs'>,\n  event: OutreachEnrollmentEvent,\n): OutreachEnrollmentEventResult {\n  const from = enrollment.status\n  const to = EVENT_TARGET[event.type]\n  if (!to) return { patch: null, error: 'That is not something that happens to an enrollment.' }\n  if (from === to) return { patch: null, error: null }\n  if (!canTransitionOutreachEnrollment(from, to)) {\n    return {\n      patch: null,\n      error: `This enrollment ${STATUS_WORDS[from]}, so it can't be marked as one that ${STATUS_WORDS[to]}.`,\n    }\n  }\n  if (event.type === 'resume') {\n    return {\n      patch: {\n        status: 'active',\n        stopReason: null,\n        stopDetail: null,\n        stoppedAtMs: null,\n        stoppedByUid: null,\n        nextDueAtMs: enrollment.nextDueAtMs,\n      },\n      error: null,\n    }\n  }\n  const reason: OutreachStopReason =\n    event.type === 'pause'\n      ? (event.reason ?? 'manual')\n      : event.type === 'stop'\n        ? (event.reason ?? 'manual')\n        : event.type === 'reply'\n          ? 'reply'\n          : event.type === 'opt_out'\n            ? event.reason\n            : event.type === 'bounce'\n              ? 'hard_bounce'\n              : 'send_failed'\n  const allowed = OUTREACH_STOP_REASONS_BY_STATUS[to as keyof typeof OUTREACH_STOP_REASONS_BY_STATUS]\n  if (!allowed?.includes(reason)) {\n    return { patch: null, error: `\"${reason}\" isn't a reason an enrollment ${STATUS_WORDS[to]}.` }\n  }\n  const byUid = 'byUid' in event && typeof event.byUid === 'string' && event.byUid ? event.byUid : null\n  return {\n    patch: {\n      status: to,\n      stopReason: reason,\n      stopDetail: detailOf(event.detail),\n      stoppedAtMs: event.atMs,\n      stoppedByUid: byUid,\n      // A paused enrollment keeps its place, so resuming it picks up where it\n      // stopped; every other status has nothing left waiting.\n      nextDueAtMs: to === 'paused' ? enrollment.nextDueAtMs : null,\n    },\n    error: null,\n  }\n}\n\ntype ScheduleMailbox = Pick<OutreachMailbox, 'timezone' | 'window'>\ntype ScheduleSequence = Pick<OutreachSequence, 'steps' | 'settings'>\n\n/**\n * The step an enrollment begins at (AGL-3228), read from a request: the\n * first when the request names none, or the zero-based index it names —\n * or, as `refusal`, why that is not a step of this sequence.\n */\nexport function readOutreachStartStepIndex(\n  raw: unknown,\n  steps: readonly unknown[] | null | undefined,\n): { startStepIndex: number; refusal: null } | { startStepIndex: null; refusal: string } {\n  if (raw === undefined || raw === null) return { startStepIndex: 0, refusal: null }\n  const count = steps?.length ?? 0\n  const index = typeof raw === 'number' ? raw : Number.NaN\n  if (!Number.isInteger(index) || index < 0) {\n    return { startStepIndex: null, refusal: 'Name the step to start at by its number in the sequence.' }\n  }\n  if (index >= count) {\n    return {\n      startStepIndex: null,\n      refusal: `This sequence has ${count} ${count === 1 ? 'step' : 'steps'}, so enrolling can't start at step ${index + 1}.`,\n    }\n  }\n  return { startStepIndex: index, refusal: null }\n}\n\n/**\n * When a new enrollment's first step comes due, or `null` when it cannot be\n * placed: the step it begins at (AGL-3228; the first unless it says so),\n * that step's own delay counted from the moment of enrollment.\n */\nexport function planOutreachFirstDue(input: {\n  sequence: ScheduleSequence\n  mailbox: ScheduleMailbox\n  enrolledAtMs: number\n  random: OutreachRandom\n  startStepIndex?: number\n}): number | null {\n  const first = input.sequence.steps?.[input.startStepIndex ?? 0]\n  if (!first) return null\n  return scheduleOutreachDue({\n    fromMs: input.enrolledAtMs,\n    delayBusinessDays: first.delayBusinessDays,\n    timeZone: input.mailbox.timezone,\n    window: effectiveOutreachWindow(input.sequence.settings?.window, input.mailbox.window),\n    random: input.random,\n  })\n}\n\n/** Stamps the attestations a rep ticked with who ticked them and when; unknown kinds are dropped. */\nexport function outreachAttestationsFrom(\n  kinds: readonly unknown[],\n  uid: string,\n  atMs: number,\n): OutreachAttestations {\n  const attestations: OutreachAttestations = {}\n  for (const kind of kinds ?? []) {\n    if ((OUTREACH_ATTESTATION_KINDS as readonly unknown[]).includes(kind)) {\n      attestations[kind as OutreachAttestationKind] = { uid, atMs }\n    }\n  }\n  return attestations\n}\n\nexport interface OutreachEnrollmentDraft {\n  id: string\n  sequence: Pick<OutreachSequence, 'id' | 'hostId' | 'mailboxId' | 'steps' | 'settings' | 'campaignIds'>\n  mailbox: ScheduleMailbox\n  /** The record the person is (AGL-3234); a contact when absent. */\n  target?: OutreachEnrollmentTarget\n  /** The contact's id; `''` for a lead. */\n  contactId: string\n  /** The lead's person key, for an enrollment made on a lead. */\n  leadId?: string | null\n  /** The contact's name as the sending site knows it; `''` for none. */\n  contactName?: string | null\n  /** The address, as the gates normalized it. */\n  email: string\n  /** The gates' `cold`. */\n  cold: boolean\n  personalLine: string\n  attestations: OutreachAttestations\n  enrolledByUid: string\n  nowMs: number\n  random: OutreachRandom\n  /**\n   * The step to begin at (AGL-3228), zero-based; the first when absent.\n   * The caller has checked it names a step — {@link readOutreachStartStepIndex}.\n   */\n  startStepIndex?: number\n}\n\n/**\n * A new enrollment document, first step scheduled — one builder for every\n * door that enrolls, so an enrollment made from a contact and one made from\n * a list are the same shape. Call it after the gates allowed the person.\n *\n * An enrollment that begins past the first step (AGL-3228) is for someone\n * who already had the earlier steps by hand: those are marked skipped, the\n * step it begins at is scheduled by its own delay from now, and\n * `lastSentAtMs` is the enrollment — the moment the earlier steps are\n * accounted for — so the sync watches this mailbox for the person's reply,\n * bounce or opt-out from the start, as it does after a send.\n */\nexport function buildOutreachEnrollment(draft: OutreachEnrollmentDraft): OutreachEnrollment {\n  const start = draft.startStepIndex ?? 0\n  const steps = draft.sequence.steps ?? []\n  const enrollment: OutreachEnrollment = {\n    id: draft.id,\n    sequenceId: draft.sequence.id,\n    target: draft.target ?? 'contact',\n    contactId: draft.contactId,\n    leadId: draft.leadId ?? null,\n    contactName: String(draft.contactName ?? '').replace(/\\s+/g, ' ').trim().slice(0, 200),\n    email: String(draft.email ?? '').trim().toLowerCase(),\n    hostId: draft.sequence.hostId,\n    mailboxId: draft.sequence.mailboxId,\n    stepIndex: start,\n    nextDueAtMs: planOutreachFirstDue({\n      sequence: draft.sequence,\n      mailbox: draft.mailbox,\n      enrolledAtMs: draft.nowMs,\n      random: draft.random,\n      startStepIndex: start,\n    }),\n    status: 'active',\n    stopReason: null,\n    stopDetail: null,\n    stoppedAtMs: null,\n    stoppedByUid: null,\n    personalLine: normalizeOutreachPersonalLine(draft.personalLine),\n    cold: draft.cold === true,\n    attestations: { ...(draft.attestations ?? {}) },\n    enrolledByUid: draft.enrolledByUid,\n    gmailThreadId: null,\n    gmailThreadIds: [],\n    threadSubject: null,\n    messageIds: [],\n    lastSentAtMs: null,\n    // The sequence's campaigns as they stand now (AGL-3254): what this\n    // enrollment's outcomes are credited to, whatever the sequence joins later.\n    campaignIds: normalizeContainerIds(draft.sequence.campaignIds),\n    createdAtMs: draft.nowMs,\n    updatedAtMs: draft.nowMs,\n  }\n  if (start > 0) {\n    enrollment.startStepIndex = start\n    enrollment.skippedSteps = steps.slice(0, start).map((step, stepIndex) => ({\n      stepIndex,\n      stepId: step.id,\n      kind: step.kind,\n      atMs: draft.nowMs,\n    }))\n    enrollment.lastSentAtMs = draft.nowMs\n  }\n  return enrollment\n}\n\n/** The step an enrollment began at (AGL-3228): the first, unless it began later. */\nexport function outreachEnrollmentStartStepIndex(\n  enrollment: Pick<OutreachEnrollment, 'startStepIndex'> | null | undefined,\n): number {\n  const start = Number(enrollment?.startStepIndex)\n  return Number.isInteger(start) && start > 0 ? start : 0\n}\n\n/** What the provider reported for an email step that was sent. */\nexport interface OutreachSentEmail {\n  /** The `Message-ID` header the message went out with, angle brackets included. */\n  messageId: string\n  /** The provider's thread id. */\n  threadId: string\n  /** The subject as sent. */\n  subject: string\n}\n\nexport interface OutreachStepCompletionInput {\n  enrollment: Pick<\n    OutreachEnrollment,\n    'status' | 'stepIndex' | 'gmailThreadId' | 'gmailThreadIds' | 'messageIds' | 'threadSubject'\n  > &\n    Partial<Pick<OutreachEnrollment, 'startStepIndex'>>\n  sequence: ScheduleSequence\n  mailbox: ScheduleMailbox\n  /** When the step ran. */\n  completedAtMs: number\n  /** For an email step, what was sent; not read for a task. */\n  sent?: OutreachSentEmail | null\n  random: OutreachRandom\n}\n\n/** The fields a completed step writes. */\nexport interface OutreachStepCompletionPatch {\n  status: 'active' | 'finished'\n  stepIndex: number\n  nextDueAtMs: number | null\n  lastSentAtMs: number\n  gmailThreadId?: string\n  gmailThreadIds?: string[]\n  threadSubject?: string\n  messageIds?: string[]\n}\n\nexport interface OutreachStepCompletionResult {\n  patch: OutreachStepCompletionPatch | null\n  /**\n   * Why there is no patch, or — beside one — that the next step could not\n   * be placed on the calendar (a window that never opens, a zone `Intl` does\n   * not know), which leaves the enrollment with nothing due until a member\n   * fixes the window and resumes it.\n   */\n  error: string | null\n}\n\n/**\n * What running the current step writes: the send recorded on the thread\n * fields, and the next step scheduled — or the enrollment `finished` when\n * that was the last.\n */\nexport function planOutreachStepCompletion(\n  input: OutreachStepCompletionInput,\n): OutreachStepCompletionResult {\n  const { enrollment, sequence } = input\n  if (enrollment.status !== 'active') {\n    return { patch: null, error: 'Only an active enrollment runs its steps.' }\n  }\n  const steps = sequence.steps ?? []\n  const step = steps[enrollment.stepIndex]\n  if (!step) return { patch: null, error: 'This enrollment has no step at its position.' }\n  const patch: OutreachStepCompletionPatch = {\n    status: 'active',\n    stepIndex: enrollment.stepIndex + 1,\n    nextDueAtMs: null,\n    lastSentAtMs: input.completedAtMs,\n  }\n  if (step.kind === 'email') {\n    const sent = input.sent\n    const messageId = String(sent?.messageId ?? '').trim()\n    const threadId = String(sent?.threadId ?? '').trim()\n    if (!messageId || !threadId) {\n      return { patch: null, error: 'An email step needs the sent message and thread ids.' }\n    }\n    const threadIds = [...(enrollment.gmailThreadIds ?? [])]\n    if (!threadIds.includes(threadId)) threadIds.push(threadId)\n    patch.gmailThreadId = threadId\n    patch.gmailThreadIds = threadIds\n    if (\n      isInThreadEmailStep(steps, enrollment.stepIndex, outreachEnrollmentStartStepIndex(enrollment)) &&\n      enrollment.threadSubject\n    ) {\n      patch.messageIds = [...(enrollment.messageIds ?? []), messageId]\n    } else {\n      patch.threadSubject = String(sent.subject ?? '').trim()\n      patch.messageIds = [messageId]\n    }\n  }\n  const next = steps[patch.stepIndex]\n  if (!next) {\n    patch.status = 'finished'\n    return { patch, error: null }\n  }\n  patch.nextDueAtMs = scheduleOutreachDue({\n    fromMs: input.completedAtMs,\n    delayBusinessDays: next.delayBusinessDays,\n    timeZone: input.mailbox.timezone,\n    window: effectiveOutreachWindow(sequence.settings?.window, input.mailbox.window),\n    random: input.random,\n  })\n  return {\n    patch,\n    error:\n      patch.nextDueAtMs === null\n        ? \"The next step couldn't be scheduled: check the sending window and the mailbox's timezone.\"\n        : null,\n  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package/src/lib/engine/gates.d.ts

@@ -15,7 +15,7 @@
  * limitations under the License.
  */
 import { type ContactSource } from '@aglyn/aglyn/app-utils/contacts';
-import type { TopicSubscriptionState } from '@aglyn/aglyn/app-utils/email-topics';
+import type { TopicSubscriptionState } from '@aglyn/aglyn/app-utils/subscription-topics';
 import { type MemberAddresses } from '@aglyn/aglyn/app-utils/member-email-aliases';
 import { type OutreachAttestationKind, type OutreachAttestations, type OutreachEnrollmentStatus, type OutreachSequenceSettings } from '../model/outreach.types';
 import { type OutreachGatewayStanding } from './mail-gateway';
@@ -59,7 +59,7 @@ export interface OutreachGateLookups {
     doNotContactDomain: boolean | null;
     /**
      * The organization's roster: each member's sign-in address and confirmed
-     * aliases, as `crmInboundRoster` builds it.
+     * aliases, as `memberAddressRoster` builds it.
      */
     workspaceMembers: readonly MemberAddresses[] | null;
     /**

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/gates.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 * WHO MAY BE EMAILED (AGL-2979).\n *\n * One pure decision, run twice: when a rep enrolls a person, so the dialog\n * can say everything that stands in the way at once, and again before every\n * send, because a person enrolled on Monday can unsubscribe, become a\n * customer or join the team by Thursday. It reads a contact as stored and\n * the RESULTS of the lookups the runtime makes; it makes none itself.\n *\n * ## Every block, not the first\n *\n * The result lists each gate that refuses, in the order below, with a\n * sentence a rep can act on. A dialog that revealed one problem per attempt\n * would be a dialog people learn to fight.\n *\n * ## Cold\n *\n * A contact is COLD when no inbound door ever brought them to the sending\n * site's business — no form, sign-up, order or booking recorded on that\n * site's facet of the contact, and no email they wrote to the workspace.\n * Cold contacts carry the heavier rules: a business address rather than a\n * personal mailbox, a United States address, a personal line from the rep,\n * and the three attestations only the rep can make. The facet is read, never\n * the whole document, because a form filled in on another client's site is\n * that client's relationship and not this one's.\n *\n * ## Lookups fail closed\n *\n * A lookup the runtime could not complete is passed as `null`, and `null`\n * refuses — with a sentence that says the check could not be made rather\n * than one that accuses the address of something. A person who asked not to\n * be emailed must not be emailed because a read timed out.\n *\n * ## A block and a hold\n *\n * Every gate above REFUSES: the person is not enrolled, or the enrollment\n * is stopped. The mail gateway (AGL-3326) adds one verdict of a different\n * weight. A domain with no MX cannot receive mail and blocks like the rest;\n * a gateway that refused this organization's sender twice in the last\n * thirty days without delivering once HOLDS the send — the enrollment is\n * allowed, and pauses at the send with `gateway_blocked_here` until a\n * member resumes it — because the founder decides, and the decision is\n * shown to them in Check people before they tick the person.\n *==========================================*/\n\nimport {\n  type ContactSource,\n  contactEmails,\n  normalizeContactEmail,\n  readContactFacet,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { isPublicMailboxDomain } from '@aglyn/aglyn/app-utils/crm'\nimport { emailStateRefusal, readEmailState } from '@aglyn/aglyn/app-utils/email-state'\nimport type { TopicSubscriptionState } from '@aglyn/aglyn/app-utils/email-topics'\nimport {\n  findMemberByEmailAddress,\n  type MemberAddresses,\n} from '@aglyn/aglyn/app-utils/member-email-aliases'\nimport {\n  OUTREACH_ATTESTATION_KINDS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachAttestations,\n  type OutreachEnrollmentStatus,\n  type OutreachSequenceSettings,\n} from '../model/outreach.types'\nimport {\n  type OutreachGatewayStanding,\n  outreachGatewayHoldReason,\n  outreachGatewayHolds,\n} from './mail-gateway'\nimport {\n  type OutreachRecipientCountry,\n  outreachCountryName,\n  resolveOutreachRecipientCountry,\n} from './recipient-country'\nimport { readOutreachSequenceSettings } from './sequence-validation'\n\n/**\n * The capture doors that mean a person came to the business: a form, a\n * sign-up to the site or its newsletter, an order, a booking. `api`,\n * `import` and `manual` are how a business adds people it found, which is\n * exactly what cold means.\n */\nexport const OUTREACH_INBOUND_CONTACT_SOURCES: readonly ContactSource[] = [\n  'form',\n  'member',\n  'newsletter',\n  'order',\n  'booking',\n]\n\n/** The enrollment statuses that hold a person: one sequence at a time. */\nexport const OUTREACH_OPEN_ENROLLMENT_STATUSES: readonly OutreachEnrollmentStatus[] = [\n  'active',\n  'paused',\n]\n\n/**\n * What the runtime looked up about the address before asking. Every field is\n * `null` when its read failed, and a `null` refuses.\n */\nexport interface OutreachGateLookups {\n  /**\n   * `emailSuppressions/{key}` holds a record in force — a hard bounce or a\n   * spam complaint anywhere on the platform (`isEmailSuppressed`).\n   */\n  platformSuppressed: boolean | null\n  /** `hosts/{hostId}/suppressions/{key}` exists for the sequence's site. */\n  hostSuppressed: boolean | null\n  /**\n   * The address's standing on the site's `sales` topic —\n   * `readTopicSubscriptionState` of the `sales` entry in\n   * `hosts/{hostId}/topicOptOuts/{key}`, folded across the site's consent\n   * group. Only `opted-out` refuses: a pending confirmation — the site's own,\n   * or a sibling's where the org said its group waits — is about a\n   * subscription, and a sales email does not rest on one.\n   */\n  salesTopicState: TopicSubscriptionState | null\n  /** The address is on the organization's Outreach do-not-contact list. */\n  doNotContact: boolean | null\n  /**\n   * The address's DOMAIN is on that list (AGL-3244): a member put it there,\n   * or the domain's mail gateway blocked the sender outright.\n   */\n  doNotContactDomain: boolean | null\n  /**\n   * The organization's roster: each member's sign-in address and confirmed\n   * aliases, as `crmInboundRoster` builds it.\n   */\n  workspaceMembers: readonly MemberAddresses[] | null\n  /**\n   * The person's enrollments that are `active` or `paused`, found by contact\n   * id or by address. Other statuses are ignored, so passing every\n   * enrollment is safe too.\n   */\n  openEnrollments: ReadonlyArray<{\n    id: string\n    sequenceId: string\n    status: OutreachEnrollmentStatus\n  }> | null\n  /**\n   * An email the person wrote (`direction: 'inbound'`) is filed on the\n   * contact. `null` reads as `false`, which only makes the contact cold and\n   * the rules stricter.\n   */\n  hasInboundEmail: boolean | null\n  /**\n   * The mail gateway in front of the address's domain (AGL-3326), as its MX\n   * names it — the platform's `mailDomains/{domain}` cache — and what that\n   * gateway did lately with mail from the mailbox's sending domain, from\n   * the organization's `mailGatewayLedger` (AGL-3328). `none` blocks; a\n   * gateway that holds is answered in `hold`.\n   */\n  gateway: OutreachGatewayStanding | null\n}\n\nexport interface OutreachGateInput {\n  /** The address the steps go to. */\n  email: string\n  /** The contact document as stored (`orgs/{orgId}/contacts/{id}`), or `null` when it is gone. */\n  contact: Record<string, unknown> | null | undefined\n  /** The consent group of the sequence's site: whose facet holds stage, sources and address. */\n  contactGroupId: string\n  /** The company document the contact is filed under, when there is one. */\n  company?: Record<string, unknown> | null\n  /** The sequence's settings as stored; a missing field reads as its default. */\n  settings: Partial<OutreachSequenceSettings> | null | undefined\n  /** The rep's signal sentence. */\n  personalLine: string | null | undefined\n  attestations: OutreachAttestations | null | undefined\n  /** The enrollment being re-checked before a send, so it does not count as another. */\n  enrollmentId?: string | null\n  /**\n   * A member already released the gateway hold on this enrollment\n   * (AGL-3326) — resumed it, or ticked the person past the red chip — so\n   * the gateway's history does not hold it again.\n   */\n  gatewayHoldReleased?: boolean\n  lookups: OutreachGateLookups\n}\n\nexport type OutreachGateCode =\n  | 'contact_missing'\n  | 'invalid_email'\n  | 'email_not_on_contact'\n  | 'free_mail'\n  | 'country_not_allowed'\n  | 'country_unknown'\n  | 'platform_suppressed'\n  | 'host_suppressed'\n  | 'email_state'\n  | 'sales_opted_out'\n  | 'do_not_contact'\n  | 'do_not_contact_domain'\n  | 'no_mx'\n  | 'workspace_member'\n  | 'customer'\n  | 'already_enrolled'\n  | 'attestations_missing'\n  | 'personal_line_missing'\n  | 'personal_line_too_long'\n\nexport interface OutreachGateBlock {\n  code: OutreachGateCode\n  /** A sentence a rep can act on. */\n  reason: string\n}\n\n/** The one verdict that holds a send rather than refusing it — see the module note. */\nexport interface OutreachGateHold {\n  code: 'gateway_blocked_here'\n  gateway: OutreachGatewayStanding['gateway']\n  /** A sentence the enrollment row shows. */\n  reason: string\n}\n\nexport interface OutreachGateResult {\n  allowed: boolean\n  /** The address, normalized, or `null` when it is not one. */\n  email: string | null\n  cold: boolean\n  country: OutreachRecipientCountry\n  /** Every gate that refuses, in gate order. */\n  blocks: OutreachGateBlock[]\n  /**\n   * The gateway hold (AGL-3326), when the address's gateway refused this\n   * organization twice lately and nobody released it; `null` otherwise. An\n   * allowed result can carry one: the send waits for a member.\n   */\n  hold: OutreachGateHold | null\n  /** The attestations a cold contact still needs, in the order they are asked. */\n  missingAttestations: OutreachAttestationKind[]\n}\n\n/** Local parts that answer no person: nobody reads a reply sent there. */\nconst MACHINE_LOCAL_PART = /^(no-?reply|do-?not-?reply|mailer-daemon|postmaster|bounces?)(\\+.*)?$/\n\n/**\n * Whether a contact came to the sending site's business through no inbound\n * door — see the module note.\n */\nexport function isColdOutreachContact(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n  hasInboundEmail: boolean,\n): boolean {\n  if (hasInboundEmail) return false\n  const { sources } = readContactFacet(contact, contactGroupId)\n  return !OUTREACH_INBOUND_CONTACT_SOURCES.some((source) => sources?.[source] === true)\n}\n\n/**\n * Whether the sending site's business counts the contact as a customer: a\n * `customer` stage, the `evangelist` stage past it, or an order on record.\n */\nexport function isOutreachCustomer(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n): boolean {\n  const facet = readContactFacet(contact, contactGroupId)\n  return (\n    facet.lifecycleStage === 'customer' ||\n    facet.lifecycleStage === 'evangelist' ||\n    facet.sources?.order === true ||\n    Number(facet.ordersCount) > 0\n  )\n}\n\n/** A confirmation counts only when it says who confirmed it and when. */\nexport function outreachAttestationHolds(\n  attestations: OutreachAttestations | null | undefined,\n  kind: OutreachAttestationKind,\n): boolean {\n  const entry = attestations?.[kind]\n  return (\n    typeof entry?.uid === 'string' &&\n    entry.uid.trim() !== '' &&\n    typeof entry.atMs === 'number' &&\n    Number.isFinite(entry.atMs) &&\n    entry.atMs > 0\n  )\n}\n\n/** The personal line as stored: one line, whitespace settled. */\nexport function normalizeOutreachPersonalLine(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\n/** Each attestation as the sentence that asks for it reads it. */\nconst ATTESTATION_PHRASES: Record<OutreachAttestationKind, string> = {\n  us_business_address: \"it's a US business address\",\n  published_or_given: 'they or their company published it, or they gave it to you',\n  verified_deliverable: 'it was verified as deliverable',\n}\n\nfunction listInWords(items: readonly string[]): string {\n  if (items.length <= 1) return items.join('')\n  return `${items.slice(0, -1).join('; ')}; and ${items[items.length - 1]}`\n}\n\nconst COULD_NOT_CHECK = 'Try again in a moment.'\n\n/** Every gate an address and a contact must pass — see the module note. */\nexport function evaluateOutreachGates(input: OutreachGateInput): OutreachGateResult {\n  const lookups = input.lookups\n  const settings = readOutreachSequenceSettings(input.settings)\n  const email = normalizeContactEmail(input.email)\n  const contact = input.contact ?? null\n  const cold = isColdOutreachContact(\n    contact,\n    input.contactGroupId,\n    lookups?.hasInboundEmail === true,\n  )\n  const blocks: OutreachGateBlock[] = []\n  const block = (code: OutreachGateCode, reason: string) => blocks.push({ code, reason })\n  // The gates below need both a record and an address to read.\n  const refusedOutright = (): OutreachGateResult => ({\n    allowed: false,\n    email,\n    cold,\n    country: { country: null, source: null },\n    blocks,\n    hold: null,\n    missingAttestations: [],\n  })\n\n  if (!contact) {\n    block('contact_missing', 'This contact no longer exists in the CRM.')\n    return refusedOutright()\n  }\n\n  // 1. A valid address, one that belongs to this contact and to a person.\n  if (!email) {\n    block('invalid_email', `\"${String(input.email ?? '').trim()}\" isn't a valid email address.`)\n    return refusedOutright()\n  }\n  if (MACHINE_LOCAL_PART.test(email.slice(0, email.lastIndexOf('@')))) {\n    block('invalid_email', `${email} is an automated address that no person reads.`)\n  }\n  if (!contactEmails(contact).includes(email)) {\n    block('email_not_on_contact', `${email} isn't an address on this contact's record.`)\n  }\n\n  // 2. A business address for a cold contact.\n  if (cold && isPublicMailboxDomain(email)) {\n    block(\n      'free_mail',\n      `${email} is a personal mailbox. Cold outreach goes only to business addresses.`,\n    )\n  }\n\n  // 3. The country.\n  const facet = readContactFacet(contact, input.contactGroupId)\n  const companyAddress = input.company ? input.company['address'] : null\n  const country = resolveOutreachRecipientCountry({\n    email,\n    contactAddress: facet.address,\n    companyAddress,\n  })\n  const attestedUs = outreachAttestationHolds(input.attestations, 'us_business_address')\n  if (country.country) {\n    const name = outreachCountryName(country.country)\n    const evidence =\n      country.source === 'domain' ? `its domain places it in ${name}` : `it's in ${name}`\n    if (!settings.allowedCountries.includes(country.country)) {\n      block(\n        'country_not_allowed',\n        `${email} can't be emailed from this sequence: ${evidence}, which isn't one of its countries.`,\n      )\n    } else if (cold && country.country !== 'US') {\n      block(\n        'country_not_allowed',\n        `Cold outreach goes only to US business addresses, and ${evidence}.`,\n      )\n    }\n  } else if (!settings.allowedCountries.includes('US')) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Add the country to the contact's address.`,\n    )\n  } else if (!attestedUs) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Confirm it's a US business address, or add the country to the contact.`,\n    )\n  }\n\n  // 4. Every list that says not to — the record's own verdict first\n  //    (AGL-3245), in the words the record page shows: what the lists below\n  //    hold, said by the reason it is held.\n  const recordRefusal = emailStateRefusal(readEmailState(contact))\n  if (recordRefusal) block('email_state', recordRefusal)\n  if (lookups?.platformSuppressed === true) {\n    block(\n      'platform_suppressed',\n      `${email} is on the platform's suppression list after a hard bounce or a spam complaint.`,\n    )\n  } else if (lookups?.platformSuppressed !== false) {\n    block(\n      'platform_suppressed',\n      `We couldn't check the platform's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.hostSuppressed === true) {\n    block('host_suppressed', `${email} unsubscribed from this site's email, or mail to it bounced.`)\n  } else if (lookups?.hostSuppressed !== false) {\n    block(\n      'host_suppressed',\n      `We couldn't check this site's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.salesTopicState === 'opted-out') {\n    block('sales_opted_out', `${email} opted out of sales outreach from this site.`)\n  } else if (lookups?.salesTopicState !== 'subscribed' && lookups?.salesTopicState !== 'pending') {\n    block(\n      'sales_opted_out',\n      `We couldn't check whether ${email} opted out of sales outreach. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.doNotContact === true) {\n    block('do_not_contact', `${email} is on your organization's do-not-contact list.`)\n  } else if (lookups?.doNotContact !== false) {\n    block(\n      'do_not_contact',\n      `We couldn't check your do-not-contact list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  const domain = email.slice(email.lastIndexOf('@') + 1)\n  if (lookups?.doNotContactDomain === true) {\n    block(\n      'do_not_contact_domain',\n      `${email} is at ${domain}, which is on your organization's do-not-contact list: no address there is emailed.`,\n    )\n  } else if (lookups?.doNotContactDomain !== false) {\n    block(\n      'do_not_contact_domain',\n      `We couldn't check your do-not-contact list for ${domain}. ${COULD_NOT_CHECK}`,\n    )\n  }\n\n  // 4b. The mail gateway in front of the domain (AGL-3326): no MX means no\n  //     mail; a gateway that refused us twice lately holds, below.\n  const gateway = lookups?.gateway ?? null\n  if (!gateway) {\n    block('no_mx', `We couldn't look up the mail server for ${domain}. ${COULD_NOT_CHECK}`)\n  } else if (gateway.gateway === 'none') {\n    block('no_mx', `${domain} has no MX record, so ${email} cannot receive mail.`)\n  }\n  const hold: OutreachGateHold | null =\n    gateway && input.gatewayHoldReleased !== true && outreachGatewayHolds(gateway)\n      ? {\n          code: 'gateway_blocked_here',\n          gateway: gateway.gateway,\n          reason: outreachGatewayHoldReason(gateway.gateway, gateway.blocked30),\n        }\n      : null\n\n  // 5. Not one of the workspace's own people.\n  const members = lookups?.workspaceMembers\n  if (!Array.isArray(members)) {\n    block(\n      'workspace_member',\n      `We couldn't check whether ${email} belongs to a member of this workspace. ${COULD_NOT_CHECK}`,\n    )\n  } else if (findMemberByEmailAddress(members, email)) {\n    block('workspace_member', `${email} belongs to a member of this workspace.`)\n  }\n\n  // 6. Not a customer, unless the sequence is written for them.\n  if (!settings.allowCustomers && isOutreachCustomer(contact, input.contactGroupId)) {\n    block('customer', \"This contact is a customer, and this sequence doesn't include customers.\")\n  }\n\n  // 7. One sequence at a time.\n  const enrollments = lookups?.openEnrollments\n  if (!Array.isArray(enrollments)) {\n    block(\n      'already_enrolled',\n      `We couldn't check this contact's other sequences. ${COULD_NOT_CHECK}`,\n    )\n  } else if (\n    enrollments.some(\n      (enrollment) =>\n        enrollment?.id !== input.enrollmentId &&\n        OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment?.status),\n    )\n  ) {\n    block(\n      'already_enrolled',\n      'This contact is already in another sequence. Finish or stop that one first.',\n    )\n  }\n\n  // 8. What only the rep can vouch for, on a cold contact.\n  const personalLine = normalizeOutreachPersonalLine(input.personalLine)\n  const missingAttestations = cold\n    ? OUTREACH_ATTESTATION_KINDS.filter(\n        (kind) => !outreachAttestationHolds(input.attestations, kind),\n      )\n    : []\n  if (missingAttestations.length) {\n    const phrases = missingAttestations.map((kind) => `that ${ATTESTATION_PHRASES[kind]}`)\n    block(\n      'attestations_missing',\n      `Before emailing a cold contact, confirm ${listInWords(phrases)}.`,\n    )\n  }\n  if (cold && !personalLine) {\n    block(\n      'personal_line_missing',\n      'Write a personal line: one sentence on why you are writing to this person now.',\n    )\n  }\n  if (personalLine.length > OUTREACH_PERSONAL_LINE_MAX) {\n    block(\n      'personal_line_too_long',\n      `Keep the personal line to one sentence, under ${OUTREACH_PERSONAL_LINE_MAX} characters.`,\n    )\n  }\n\n  return {\n    allowed: blocks.length === 0,\n    email,\n    cold,\n    country,\n    blocks,\n    hold,\n    missingAttestations,\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/engine/gates.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 * WHO MAY BE EMAILED (AGL-2979).\n *\n * One pure decision, run twice: when a rep enrolls a person, so the dialog\n * can say everything that stands in the way at once, and again before every\n * send, because a person enrolled on Monday can unsubscribe, become a\n * customer or join the team by Thursday. It reads a contact as stored and\n * the RESULTS of the lookups the runtime makes; it makes none itself.\n *\n * ## Every block, not the first\n *\n * The result lists each gate that refuses, in the order below, with a\n * sentence a rep can act on. A dialog that revealed one problem per attempt\n * would be a dialog people learn to fight.\n *\n * ## Cold\n *\n * A contact is COLD when no inbound door ever brought them to the sending\n * site's business — no form, sign-up, order or booking recorded on that\n * site's facet of the contact, and no email they wrote to the workspace.\n * Cold contacts carry the heavier rules: a business address rather than a\n * personal mailbox, a United States address, a personal line from the rep,\n * and the three attestations only the rep can make. The facet is read, never\n * the whole document, because a form filled in on another client's site is\n * that client's relationship and not this one's.\n *\n * ## Lookups fail closed\n *\n * A lookup the runtime could not complete is passed as `null`, and `null`\n * refuses — with a sentence that says the check could not be made rather\n * than one that accuses the address of something. A person who asked not to\n * be emailed must not be emailed because a read timed out.\n *\n * ## A block and a hold\n *\n * Every gate above REFUSES: the person is not enrolled, or the enrollment\n * is stopped. The mail gateway (AGL-3326) adds one verdict of a different\n * weight. A domain with no MX cannot receive mail and blocks like the rest;\n * a gateway that refused this organization's sender twice in the last\n * thirty days without delivering once HOLDS the send — the enrollment is\n * allowed, and pauses at the send with `gateway_blocked_here` until a\n * member resumes it — because the founder decides, and the decision is\n * shown to them in Check people before they tick the person.\n *==========================================*/\n\nimport {\n  type ContactSource,\n  contactEmails,\n  normalizeContactEmail,\n  readContactFacet,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { isPublicMailboxDomain } from '@aglyn/aglyn/app-utils/crm'\nimport { emailStateRefusal, readEmailState } from '@aglyn/aglyn/app-utils/email-state'\nimport type { TopicSubscriptionState } from '@aglyn/aglyn/app-utils/subscription-topics'\nimport {\n  findMemberByEmailAddress,\n  type MemberAddresses,\n} from '@aglyn/aglyn/app-utils/member-email-aliases'\nimport {\n  OUTREACH_ATTESTATION_KINDS,\n  OUTREACH_PERSONAL_LINE_MAX,\n  type OutreachAttestationKind,\n  type OutreachAttestations,\n  type OutreachEnrollmentStatus,\n  type OutreachSequenceSettings,\n} from '../model/outreach.types'\nimport {\n  type OutreachGatewayStanding,\n  outreachGatewayHoldReason,\n  outreachGatewayHolds,\n} from './mail-gateway'\nimport {\n  type OutreachRecipientCountry,\n  outreachCountryName,\n  resolveOutreachRecipientCountry,\n} from './recipient-country'\nimport { readOutreachSequenceSettings } from './sequence-validation'\n\n/**\n * The capture doors that mean a person came to the business: a form, a\n * sign-up to the site or its newsletter, an order, a booking. `api`,\n * `import` and `manual` are how a business adds people it found, which is\n * exactly what cold means.\n */\nexport const OUTREACH_INBOUND_CONTACT_SOURCES: readonly ContactSource[] = [\n  'form',\n  'member',\n  'newsletter',\n  'order',\n  'booking',\n]\n\n/** The enrollment statuses that hold a person: one sequence at a time. */\nexport const OUTREACH_OPEN_ENROLLMENT_STATUSES: readonly OutreachEnrollmentStatus[] = [\n  'active',\n  'paused',\n]\n\n/**\n * What the runtime looked up about the address before asking. Every field is\n * `null` when its read failed, and a `null` refuses.\n */\nexport interface OutreachGateLookups {\n  /**\n   * `emailSuppressions/{key}` holds a record in force — a hard bounce or a\n   * spam complaint anywhere on the platform (`isEmailSuppressed`).\n   */\n  platformSuppressed: boolean | null\n  /** `hosts/{hostId}/suppressions/{key}` exists for the sequence's site. */\n  hostSuppressed: boolean | null\n  /**\n   * The address's standing on the site's `sales` topic —\n   * `readTopicSubscriptionState` of the `sales` entry in\n   * `hosts/{hostId}/topicOptOuts/{key}`, folded across the site's consent\n   * group. Only `opted-out` refuses: a pending confirmation — the site's own,\n   * or a sibling's where the org said its group waits — is about a\n   * subscription, and a sales email does not rest on one.\n   */\n  salesTopicState: TopicSubscriptionState | null\n  /** The address is on the organization's Outreach do-not-contact list. */\n  doNotContact: boolean | null\n  /**\n   * The address's DOMAIN is on that list (AGL-3244): a member put it there,\n   * or the domain's mail gateway blocked the sender outright.\n   */\n  doNotContactDomain: boolean | null\n  /**\n   * The organization's roster: each member's sign-in address and confirmed\n   * aliases, as `memberAddressRoster` builds it.\n   */\n  workspaceMembers: readonly MemberAddresses[] | null\n  /**\n   * The person's enrollments that are `active` or `paused`, found by contact\n   * id or by address. Other statuses are ignored, so passing every\n   * enrollment is safe too.\n   */\n  openEnrollments: ReadonlyArray<{\n    id: string\n    sequenceId: string\n    status: OutreachEnrollmentStatus\n  }> | null\n  /**\n   * An email the person wrote (`direction: 'inbound'`) is filed on the\n   * contact. `null` reads as `false`, which only makes the contact cold and\n   * the rules stricter.\n   */\n  hasInboundEmail: boolean | null\n  /**\n   * The mail gateway in front of the address's domain (AGL-3326), as its MX\n   * names it — the platform's `mailDomains/{domain}` cache — and what that\n   * gateway did lately with mail from the mailbox's sending domain, from\n   * the organization's `mailGatewayLedger` (AGL-3328). `none` blocks; a\n   * gateway that holds is answered in `hold`.\n   */\n  gateway: OutreachGatewayStanding | null\n}\n\nexport interface OutreachGateInput {\n  /** The address the steps go to. */\n  email: string\n  /** The contact document as stored (`orgs/{orgId}/contacts/{id}`), or `null` when it is gone. */\n  contact: Record<string, unknown> | null | undefined\n  /** The consent group of the sequence's site: whose facet holds stage, sources and address. */\n  contactGroupId: string\n  /** The company document the contact is filed under, when there is one. */\n  company?: Record<string, unknown> | null\n  /** The sequence's settings as stored; a missing field reads as its default. */\n  settings: Partial<OutreachSequenceSettings> | null | undefined\n  /** The rep's signal sentence. */\n  personalLine: string | null | undefined\n  attestations: OutreachAttestations | null | undefined\n  /** The enrollment being re-checked before a send, so it does not count as another. */\n  enrollmentId?: string | null\n  /**\n   * A member already released the gateway hold on this enrollment\n   * (AGL-3326) — resumed it, or ticked the person past the red chip — so\n   * the gateway's history does not hold it again.\n   */\n  gatewayHoldReleased?: boolean\n  lookups: OutreachGateLookups\n}\n\nexport type OutreachGateCode =\n  | 'contact_missing'\n  | 'invalid_email'\n  | 'email_not_on_contact'\n  | 'free_mail'\n  | 'country_not_allowed'\n  | 'country_unknown'\n  | 'platform_suppressed'\n  | 'host_suppressed'\n  | 'email_state'\n  | 'sales_opted_out'\n  | 'do_not_contact'\n  | 'do_not_contact_domain'\n  | 'no_mx'\n  | 'workspace_member'\n  | 'customer'\n  | 'already_enrolled'\n  | 'attestations_missing'\n  | 'personal_line_missing'\n  | 'personal_line_too_long'\n\nexport interface OutreachGateBlock {\n  code: OutreachGateCode\n  /** A sentence a rep can act on. */\n  reason: string\n}\n\n/** The one verdict that holds a send rather than refusing it — see the module note. */\nexport interface OutreachGateHold {\n  code: 'gateway_blocked_here'\n  gateway: OutreachGatewayStanding['gateway']\n  /** A sentence the enrollment row shows. */\n  reason: string\n}\n\nexport interface OutreachGateResult {\n  allowed: boolean\n  /** The address, normalized, or `null` when it is not one. */\n  email: string | null\n  cold: boolean\n  country: OutreachRecipientCountry\n  /** Every gate that refuses, in gate order. */\n  blocks: OutreachGateBlock[]\n  /**\n   * The gateway hold (AGL-3326), when the address's gateway refused this\n   * organization twice lately and nobody released it; `null` otherwise. An\n   * allowed result can carry one: the send waits for a member.\n   */\n  hold: OutreachGateHold | null\n  /** The attestations a cold contact still needs, in the order they are asked. */\n  missingAttestations: OutreachAttestationKind[]\n}\n\n/** Local parts that answer no person: nobody reads a reply sent there. */\nconst MACHINE_LOCAL_PART = /^(no-?reply|do-?not-?reply|mailer-daemon|postmaster|bounces?)(\\+.*)?$/\n\n/**\n * Whether a contact came to the sending site's business through no inbound\n * door — see the module note.\n */\nexport function isColdOutreachContact(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n  hasInboundEmail: boolean,\n): boolean {\n  if (hasInboundEmail) return false\n  const { sources } = readContactFacet(contact, contactGroupId)\n  return !OUTREACH_INBOUND_CONTACT_SOURCES.some((source) => sources?.[source] === true)\n}\n\n/**\n * Whether the sending site's business counts the contact as a customer: a\n * `customer` stage, the `evangelist` stage past it, or an order on record.\n */\nexport function isOutreachCustomer(\n  contact: Record<string, unknown> | null | undefined,\n  contactGroupId: string,\n): boolean {\n  const facet = readContactFacet(contact, contactGroupId)\n  return (\n    facet.lifecycleStage === 'customer' ||\n    facet.lifecycleStage === 'evangelist' ||\n    facet.sources?.order === true ||\n    Number(facet.ordersCount) > 0\n  )\n}\n\n/** A confirmation counts only when it says who confirmed it and when. */\nexport function outreachAttestationHolds(\n  attestations: OutreachAttestations | null | undefined,\n  kind: OutreachAttestationKind,\n): boolean {\n  const entry = attestations?.[kind]\n  return (\n    typeof entry?.uid === 'string' &&\n    entry.uid.trim() !== '' &&\n    typeof entry.atMs === 'number' &&\n    Number.isFinite(entry.atMs) &&\n    entry.atMs > 0\n  )\n}\n\n/** The personal line as stored: one line, whitespace settled. */\nexport function normalizeOutreachPersonalLine(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\n/** Each attestation as the sentence that asks for it reads it. */\nconst ATTESTATION_PHRASES: Record<OutreachAttestationKind, string> = {\n  us_business_address: \"it's a US business address\",\n  published_or_given: 'they or their company published it, or they gave it to you',\n  verified_deliverable: 'it was verified as deliverable',\n}\n\nfunction listInWords(items: readonly string[]): string {\n  if (items.length <= 1) return items.join('')\n  return `${items.slice(0, -1).join('; ')}; and ${items[items.length - 1]}`\n}\n\nconst COULD_NOT_CHECK = 'Try again in a moment.'\n\n/** Every gate an address and a contact must pass — see the module note. */\nexport function evaluateOutreachGates(input: OutreachGateInput): OutreachGateResult {\n  const lookups = input.lookups\n  const settings = readOutreachSequenceSettings(input.settings)\n  const email = normalizeContactEmail(input.email)\n  const contact = input.contact ?? null\n  const cold = isColdOutreachContact(\n    contact,\n    input.contactGroupId,\n    lookups?.hasInboundEmail === true,\n  )\n  const blocks: OutreachGateBlock[] = []\n  const block = (code: OutreachGateCode, reason: string) => blocks.push({ code, reason })\n  // The gates below need both a record and an address to read.\n  const refusedOutright = (): OutreachGateResult => ({\n    allowed: false,\n    email,\n    cold,\n    country: { country: null, source: null },\n    blocks,\n    hold: null,\n    missingAttestations: [],\n  })\n\n  if (!contact) {\n    block('contact_missing', 'This contact no longer exists in the CRM.')\n    return refusedOutright()\n  }\n\n  // 1. A valid address, one that belongs to this contact and to a person.\n  if (!email) {\n    block('invalid_email', `\"${String(input.email ?? '').trim()}\" isn't a valid email address.`)\n    return refusedOutright()\n  }\n  if (MACHINE_LOCAL_PART.test(email.slice(0, email.lastIndexOf('@')))) {\n    block('invalid_email', `${email} is an automated address that no person reads.`)\n  }\n  if (!contactEmails(contact).includes(email)) {\n    block('email_not_on_contact', `${email} isn't an address on this contact's record.`)\n  }\n\n  // 2. A business address for a cold contact.\n  if (cold && isPublicMailboxDomain(email)) {\n    block(\n      'free_mail',\n      `${email} is a personal mailbox. Cold outreach goes only to business addresses.`,\n    )\n  }\n\n  // 3. The country.\n  const facet = readContactFacet(contact, input.contactGroupId)\n  const companyAddress = input.company ? input.company['address'] : null\n  const country = resolveOutreachRecipientCountry({\n    email,\n    contactAddress: facet.address,\n    companyAddress,\n  })\n  const attestedUs = outreachAttestationHolds(input.attestations, 'us_business_address')\n  if (country.country) {\n    const name = outreachCountryName(country.country)\n    const evidence =\n      country.source === 'domain' ? `its domain places it in ${name}` : `it's in ${name}`\n    if (!settings.allowedCountries.includes(country.country)) {\n      block(\n        'country_not_allowed',\n        `${email} can't be emailed from this sequence: ${evidence}, which isn't one of its countries.`,\n      )\n    } else if (cold && country.country !== 'US') {\n      block(\n        'country_not_allowed',\n        `Cold outreach goes only to US business addresses, and ${evidence}.`,\n      )\n    }\n  } else if (!settings.allowedCountries.includes('US')) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Add the country to the contact's address.`,\n    )\n  } else if (!attestedUs) {\n    block(\n      'country_unknown',\n      `We don't know which country ${email} is in. Confirm it's a US business address, or add the country to the contact.`,\n    )\n  }\n\n  // 4. Every list that says not to — the record's own verdict first\n  //    (AGL-3245), in the words the record page shows: what the lists below\n  //    hold, said by the reason it is held.\n  const recordRefusal = emailStateRefusal(readEmailState(contact))\n  if (recordRefusal) block('email_state', recordRefusal)\n  if (lookups?.platformSuppressed === true) {\n    block(\n      'platform_suppressed',\n      `${email} is on the platform's suppression list after a hard bounce or a spam complaint.`,\n    )\n  } else if (lookups?.platformSuppressed !== false) {\n    block(\n      'platform_suppressed',\n      `We couldn't check the platform's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.hostSuppressed === true) {\n    block('host_suppressed', `${email} unsubscribed from this site's email, or mail to it bounced.`)\n  } else if (lookups?.hostSuppressed !== false) {\n    block(\n      'host_suppressed',\n      `We couldn't check this site's suppression list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.salesTopicState === 'opted-out') {\n    block('sales_opted_out', `${email} opted out of sales outreach from this site.`)\n  } else if (lookups?.salesTopicState !== 'subscribed' && lookups?.salesTopicState !== 'pending') {\n    block(\n      'sales_opted_out',\n      `We couldn't check whether ${email} opted out of sales outreach. ${COULD_NOT_CHECK}`,\n    )\n  }\n  if (lookups?.doNotContact === true) {\n    block('do_not_contact', `${email} is on your organization's do-not-contact list.`)\n  } else if (lookups?.doNotContact !== false) {\n    block(\n      'do_not_contact',\n      `We couldn't check your do-not-contact list for ${email}. ${COULD_NOT_CHECK}`,\n    )\n  }\n  const domain = email.slice(email.lastIndexOf('@') + 1)\n  if (lookups?.doNotContactDomain === true) {\n    block(\n      'do_not_contact_domain',\n      `${email} is at ${domain}, which is on your organization's do-not-contact list: no address there is emailed.`,\n    )\n  } else if (lookups?.doNotContactDomain !== false) {\n    block(\n      'do_not_contact_domain',\n      `We couldn't check your do-not-contact list for ${domain}. ${COULD_NOT_CHECK}`,\n    )\n  }\n\n  // 4b. The mail gateway in front of the domain (AGL-3326): no MX means no\n  //     mail; a gateway that refused us twice lately holds, below.\n  const gateway = lookups?.gateway ?? null\n  if (!gateway) {\n    block('no_mx', `We couldn't look up the mail server for ${domain}. ${COULD_NOT_CHECK}`)\n  } else if (gateway.gateway === 'none') {\n    block('no_mx', `${domain} has no MX record, so ${email} cannot receive mail.`)\n  }\n  const hold: OutreachGateHold | null =\n    gateway && input.gatewayHoldReleased !== true && outreachGatewayHolds(gateway)\n      ? {\n          code: 'gateway_blocked_here',\n          gateway: gateway.gateway,\n          reason: outreachGatewayHoldReason(gateway.gateway, gateway.blocked30),\n        }\n      : null\n\n  // 5. Not one of the workspace's own people.\n  const members = lookups?.workspaceMembers\n  if (!Array.isArray(members)) {\n    block(\n      'workspace_member',\n      `We couldn't check whether ${email} belongs to a member of this workspace. ${COULD_NOT_CHECK}`,\n    )\n  } else if (findMemberByEmailAddress(members, email)) {\n    block('workspace_member', `${email} belongs to a member of this workspace.`)\n  }\n\n  // 6. Not a customer, unless the sequence is written for them.\n  if (!settings.allowCustomers && isOutreachCustomer(contact, input.contactGroupId)) {\n    block('customer', \"This contact is a customer, and this sequence doesn't include customers.\")\n  }\n\n  // 7. One sequence at a time.\n  const enrollments = lookups?.openEnrollments\n  if (!Array.isArray(enrollments)) {\n    block(\n      'already_enrolled',\n      `We couldn't check this contact's other sequences. ${COULD_NOT_CHECK}`,\n    )\n  } else if (\n    enrollments.some(\n      (enrollment) =>\n        enrollment?.id !== input.enrollmentId &&\n        OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(enrollment?.status),\n    )\n  ) {\n    block(\n      'already_enrolled',\n      'This contact is already in another sequence. Finish or stop that one first.',\n    )\n  }\n\n  // 8. What only the rep can vouch for, on a cold contact.\n  const personalLine = normalizeOutreachPersonalLine(input.personalLine)\n  const missingAttestations = cold\n    ? OUTREACH_ATTESTATION_KINDS.filter(\n        (kind) => !outreachAttestationHolds(input.attestations, kind),\n      )\n    : []\n  if (missingAttestations.length) {\n    const phrases = missingAttestations.map((kind) => `that ${ATTESTATION_PHRASES[kind]}`)\n    block(\n      'attestations_missing',\n      `Before emailing a cold contact, confirm ${listInWords(phrases)}.`,\n    )\n  }\n  if (cold && !personalLine) {\n    block(\n      'personal_line_missing',\n      'Write a personal line: one sentence on why you are writing to this person now.',\n    )\n  }\n  if (personalLine.length > OUTREACH_PERSONAL_LINE_MAX) {\n    block(\n      'personal_line_too_long',\n      `Keep the personal line to one sentence, under ${OUTREACH_PERSONAL_LINE_MAX} characters.`,\n    )\n  }\n\n  return {\n    allowed: blocks.length === 0,\n    email,\n    cold,\n    country,\n    blocks,\n    hold,\n    missingAttestations,\n  }\n}\n\n"],"names":["contactEmails","normalizeContactEmail","readContactFacet","isPublicMailboxDomain","emailStateRefusal","readEmailState","findMemberByEmailAddress","OUTREACH_ATTESTATION_KINDS","OUTREACH_PERSONAL_LINE_MAX","outreachGatewayHoldReason","outreachGatewayHolds","outreachCountryName","resolveOutreachRecipientCountry","readOutreachSequenceSettings","OUTREACH_INBOUND_CONTACT_SOURCES","OUTREACH_OPEN_ENROLLMENT_STATUSES","MACHINE_LOCAL_PART","isColdOutreachContact","contact","contactGroupId","hasInboundEmail","sources","some","source","isOutreachCustomer","facet","lifecycleStage","order","Number","ordersCount","outreachAttestationHolds","attestations","kind","entry","uid","trim","atMs","isFinite","normalizeOutreachPersonalLine","value","replace","ATTESTATION_PHRASES","us_business_address","published_or_given","verified_deliverable","listInWords","items","length","join","slice","COULD_NOT_CHECK","evaluateOutreachGates","input","lookups","settings","email","cold","blocks","block","code","reason","push","refusedOutright","allowed","country","hold","missingAttestations","String","test","lastIndexOf","includes","companyAddress","company","contactAddress","address","attestedUs","name","evidence","allowedCountries","recordRefusal","platformSuppressed","hostSuppressed","salesTopicState","doNotContact","domain","doNotContactDomain","gateway","gatewayHoldReleased","blocked30","members","workspaceMembers","Array","isArray","allowCustomers","enrollments","openEnrollments","enrollment","id","enrollmentId","status","personalLine","filter","phrases","map"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;4CA2C4C,GAE5C,SAEEA,aAAa,EACbC,qBAAqB,EACrBC,gBAAgB,QACX,kCAAiC;AACxC,SAASC,qBAAqB,QAAQ,6BAA4B;AAClE,SAASC,iBAAiB,EAAEC,cAAc,QAAQ,qCAAoC;AAEtF,SACEC,wBAAwB,QAEnB,8CAA6C;AACpD,SACEC,0BAA0B,EAC1BC,0BAA0B,QAKrB,6BAAyB;AAChC,SAEEC,yBAAyB,EACzBC,oBAAoB,QACf,oBAAgB;AACvB,SAEEC,mBAAmB,EACnBC,+BAA+B,QAC1B,yBAAqB;AAC5B,SAASC,4BAA4B,QAAQ,2BAAuB;AAEpE;;;;;CAKC,GACD,OAAO,MAAMC,mCAA6D;IACxE;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,wEAAwE,GACxE,OAAO,MAAMC,oCAAyE;IACpF;IACA;CACD,CAAA;AA2ID,wEAAwE,GACxE,MAAMC,qBAAqB;AAE3B;;;CAGC,GACD,OAAO,SAASC,sBACdC,OAAmD,EACnDC,cAAsB,EACtBC,eAAwB;IAExB,IAAIA,iBAAiB,OAAO;IAC5B,MAAM,EAAEC,OAAO,EAAE,GAAGnB,iBAAiBgB,SAASC;IAC9C,OAAO,CAACL,iCAAiCQ,IAAI,CAAC,CAACC,SAAWF,CAAAA,2BAAAA,OAAS,CAACE,OAAO,MAAK;AAClF;AAEA;;;CAGC,GACD,OAAO,SAASC,mBACdN,OAAmD,EACnDC,cAAsB;QAMpBM;IAJF,MAAMA,QAAQvB,iBAAiBgB,SAASC;IACxC,OACEM,MAAMC,cAAc,KAAK,cACzBD,MAAMC,cAAc,KAAK,gBACzBD,EAAAA,iBAAAA,MAAMJ,OAAO,qBAAbI,eAAeE,KAAK,MAAK,QACzBC,OAAOH,MAAMI,WAAW,IAAI;AAEhC;AAEA,uEAAuE,GACvE,OAAO,SAASC,yBACdC,YAAqD,EACrDC,IAA6B;IAE7B,MAAMC,QAAQF,gCAAAA,YAAc,CAACC,KAAK;IAClC,OACE,QAAOC,yBAAAA,MAAOC,GAAG,MAAK,YACtBD,MAAMC,GAAG,CAACC,IAAI,OAAO,MACrB,OAAOF,MAAMG,IAAI,KAAK,YACtBR,OAAOS,QAAQ,CAACJ,MAAMG,IAAI,KAC1BH,MAAMG,IAAI,GAAG;AAEjB;AAEA,+DAA+D,GAC/D,OAAO,SAASE,8BAA8BC,KAAc;IAC1D,OAAO,OAAOA,UAAU,WAAWA,MAAMC,OAAO,CAAC,QAAQ,KAAKL,IAAI,KAAK;AACzE;AAEA,gEAAgE,GAChE,MAAMM,sBAA+D;IACnEC,qBAAqB;IACrBC,oBAAoB;IACpBC,sBAAsB;AACxB;AAEA,SAASC,YAAYC,KAAwB;IAC3C,IAAIA,MAAMC,MAAM,IAAI,GAAG,OAAOD,MAAME,IAAI,CAAC;IACzC,OAAO,GAAGF,MAAMG,KAAK,CAAC,GAAG,CAAC,GAAGD,IAAI,CAAC,MAAM,MAAM,EAAEF,KAAK,CAACA,MAAMC,MAAM,GAAG,EAAE,EAAE;AAC3E;AAEA,MAAMG,kBAAkB;AAExB,yEAAyE,GACzE,OAAO,SAASC,sBAAsBC,KAAwB;QAI5CA;IAHhB,MAAMC,UAAUD,MAAMC,OAAO;IAC7B,MAAMC,WAAWzC,6BAA6BuC,MAAME,QAAQ;IAC5D,MAAMC,QAAQtD,sBAAsBmD,MAAMG,KAAK;IAC/C,MAAMrC,WAAUkC,iBAAAA,MAAMlC,OAAO,YAAbkC,iBAAiB;IACjC,MAAMI,OAAOvC,sBACXC,SACAkC,MAAMjC,cAAc,EACpBkC,CAAAA,2BAAAA,QAASjC,eAAe,MAAK;IAE/B,MAAMqC,SAA8B,EAAE;IACtC,MAAMC,QAAQ,CAACC,MAAwBC,SAAmBH,OAAOI,IAAI,CAAC;YAAEF;YAAMC;QAAO;IACrF,6DAA6D;IAC7D,MAAME,kBAAkB,IAA2B,CAAA;YACjDC,SAAS;YACTR;YACAC;YACAQ,SAAS;gBAAEA,SAAS;gBAAMzC,QAAQ;YAAK;YACvCkC;YACAQ,MAAM;YACNC,qBAAqB,EAAE;QACzB,CAAA;IAEA,IAAI,CAAChD,SAAS;QACZwC,MAAM,mBAAmB;QACzB,OAAOI;IACT;IAEA,wEAAwE;IACxE,IAAI,CAACP,OAAO;YACwBH;QAAlCM,MAAM,iBAAiB,CAAC,CAAC,EAAES,QAAOf,eAAAA,MAAMG,KAAK,YAAXH,eAAe,IAAIjB,IAAI,GAAG,8BAA8B,CAAC;QAC3F,OAAO2B;IACT;IACA,IAAI9C,mBAAmBoD,IAAI,CAACb,MAAMN,KAAK,CAAC,GAAGM,MAAMc,WAAW,CAAC,QAAQ;QACnEX,MAAM,iBAAiB,GAAGH,MAAM,8CAA8C,CAAC;IACjF;IACA,IAAI,CAACvD,cAAckB,SAASoD,QAAQ,CAACf,QAAQ;QAC3CG,MAAM,wBAAwB,GAAGH,MAAM,2CAA2C,CAAC;IACrF;IAEA,4CAA4C;IAC5C,IAAIC,QAAQrD,sBAAsBoD,QAAQ;QACxCG,MACE,aACA,GAAGH,MAAM,sEAAsE,CAAC;IAEpF;IAEA,kBAAkB;IAClB,MAAM9B,QAAQvB,iBAAiBgB,SAASkC,MAAMjC,cAAc;IAC5D,MAAMoD,iBAAiBnB,MAAMoB,OAAO,GAAGpB,MAAMoB,OAAO,CAAC,UAAU,GAAG;IAClE,MAAMR,UAAUpD,gCAAgC;QAC9C2C;QACAkB,gBAAgBhD,MAAMiD,OAAO;QAC7BH;IACF;IACA,MAAMI,aAAa7C,yBAAyBsB,MAAMrB,YAAY,EAAE;IAChE,IAAIiC,QAAQA,OAAO,EAAE;QACnB,MAAMY,OAAOjE,oBAAoBqD,QAAQA,OAAO;QAChD,MAAMa,WACJb,QAAQzC,MAAM,KAAK,WAAW,CAAC,wBAAwB,EAAEqD,MAAM,GAAG,CAAC,QAAQ,EAAEA,MAAM;QACrF,IAAI,CAACtB,SAASwB,gBAAgB,CAACR,QAAQ,CAACN,QAAQA,OAAO,GAAG;YACxDN,MACE,uBACA,GAAGH,MAAM,sCAAsC,EAAEsB,SAAS,mCAAmC,CAAC;QAElG,OAAO,IAAIrB,QAAQQ,QAAQA,OAAO,KAAK,MAAM;YAC3CN,MACE,uBACA,CAAC,sDAAsD,EAAEmB,SAAS,CAAC,CAAC;QAExE;IACF,OAAO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package/src/lib/engine/opt-out-intent.js

@@ -43,7 +43,7 @@
  *
  * "No rush", "no problem" and "no worries" are none of these: a "no" only
  * counts when it is the whole answer.
- *==========================================*/ import { stripQuotedHistory } from "@aglyn/aglyn/app-utils/crm-inbound";
+ *==========================================*/ import { stripQuotedHistory } from "@aglyn/aglyn/app-utils/email-text";
 const NONE = {
     optOut: false,
     complaint: false,