@aglyn/plugins-outreach 1.0.0-beta.220 → 1.0.0-beta.222

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  containerMembershipField,\n  contactContainerFieldPath,\n  normalizeContainerIds,\n} from '@aglyn/aglyn/app-utils/container-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { scopeTokensForHost, seenOnlyThroughGrant } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  CRM_COLLECTIONS,\n  crmLeadStatus,\n  crmViewIsListed,\n  isCrmLeadOpen,\n  normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport type { PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { readOrgContainers } from '@aglyn/tenant-data-admin/server/org-containers'\nimport { restampCrmListFieldsAt } from '@aglyn/tenant-data-admin/server/crm-records'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { outreachCuratedEntry, outreachEnrolledEntry } from '../engine/enrollment-activity'\nimport {\n  buildOutreachEnrollment,\n  planOutreachFirstDue,\n  readOutreachStartStepIndex,\n} from '../engine/enrollment-state'\nimport { outreachEnrollmentSearchTokens } from '../enrollment/enrollment-search'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport {\n  decideOutreachEnrollment,\n  previewOutreachPerson,\n  readOutreachEnrollCandidates,\n  type OutreachEnrollCandidate,\n  type OutreachGateQuestion,\n} from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport {\n  outreachStepOverridesRefused,\n  readOutreachStepOverrideRequests,\n  type OutreachStepOverrideRead,\n} from '../enrollment/step-overrides'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollResponse,\n  type OutreachPersonRef,\n} from '../model/outreach-api'\nimport type { OutreachSequence, OutreachStepOverrides } from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport { type OutreachDomainIntelReadInput, outreachMailboxSendingDomain } from '../storage/domain-intel-store'\nimport { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentId,\n  outreachEnrollmentLink,\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET, type OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller, type OutreachRouteExtraPermission } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ENROLLING PEOPLE IN A SEQUENCE (AGL-2980): `outreach/enroll/preview` and\n * `outreach/enroll`.\n *\n * The preview reads the people a saved Contacts view or a search named —\n * at most {@link OUTREACH_ENROLL_BATCH_MAX} — and says where each stands:\n * eligible, blocked with the gate's own sentence, or waiting on the rep for\n * a personal line and the attestations only they can make. Confirm reads\n * everything again and asks the gates again with what the rep supplied,\n * because a preview is a picture of a moment: someone can unsubscribe\n * between the two, and a request can claim anything. Nothing the preview\n * answered is trusted by the enroll.\n *\n * Both read the CRM's people, so both ask for `data.manage` beside\n * `outreach.use` — the permission the contacts' own rules read with, so\n * Outreach is no side door into the address book.\n *\n * Only an ACTIVE sequence takes people: enrolling schedules the first step\n * in the mailbox's hours, and a draft's steps and a paused sequence's timing\n * are not yet what will be sent.\n *\n * Confirm may name `startStepIndex` (AGL-3228) for people who already had\n * the earlier steps by hand: everyone in the request begins at that step,\n * scheduled by its own delay from now, and the steps before it are marked\n * skipped on their enrollments. Absent, it is the first step; a step the\n * sequence does not have refuses the whole request.\n */\n\n/** The permission enrolling reads the CRM with. */\nexport const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission = {\n  key: 'data.manage',\n  refusal: \"Enrolling reads your CRM's contacts, and your role does not include Manage data.\",\n}\n\n/** Everything enrolling reaches beyond the routes' own dependencies. */\nexport interface OutreachEnrollRouteDeps extends OutreachRouteDeps {\n  /**\n   * The addresses a saved Contacts view selects among one site's contacts,\n   * read the way the dynamic-list sweep reads one, and whether the read\n   * reached the whole view before its budget.\n   */\n  crmViewEmails(input: { hostId: string; viewId: string }): Promise<{ emails: string[]; complete: boolean }>\n  /**\n   * The workspace's record system on the timeline seam (AGL-3274), when a\n   * plugin keeps one: the enroll files \"Enrolled in\" on the person's record\n   * — the runtime's `timeline`, reached the same way.\n   */\n  timeline(): PluginRecordTimelineWriter | null\n  /**\n   * The workspace's text generator on the core's text-generation seam\n   * (AGL-3324), which drafts one person's copies of the steps; `null` when\n   * no plugin generates text, and the curate route says so.\n   */\n  textGenerator(): PluginTextGenerator | null\n}\n\nexport interface OutreachEnrollRoutes {\n  preview: PluginWebApiHandler\n  confirm: PluginWebApiHandler\n}\n\n/** The activity line an enroll writes. */\nexport function outreachEnrolledActivity(count: number): string {\n  return count === 1\n    ? 'Enrolled 1 person in a sequence'\n    : `Enrolled ${count} people in a sequence`\n}\n\n/** Lookups for a person the gates will never be asked about: every one unchecked. */\nconst UNCHECKED: OutreachGateLookups = {\n  platformSuppressed: null,\n  hostSuppressed: null,\n  salesTopicState: null,\n  doNotContact: null,\n  doNotContactDomain: null,\n  workspaceMembers: null,\n  openEnrollments: null,\n  hasInboundEmail: null,\n  gateway: null,\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\nasync function loadActiveSequence(\n  firestore: Firestore,\n  orgId: string,\n  rawSequenceId: unknown,\n): Promise<Response | OutreachSequence> {\n  const sequenceId = readOutreachDocumentId(rawSequenceId)\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to enroll people in.')\n  const snapshot = await outreachOrgCollection(firestore, orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  if (sequence.status === 'archived') {\n    return outreachRefusal(409, 'sequence-archived', 'This sequence is archived and takes no one new.')\n  }\n  if (sequence.status !== 'active') {\n    return outreachRefusal(409, 'sequence-not-active', 'Activate this sequence before enrolling people.')\n  }\n  return sequence\n}\n\n/** What every person in one request is judged against. */\ninterface EnrollContext {\n  settings: OutreachGateQuestion['settings']\n  contactGroupId: string\n  /** The sequence site's consent group, whose opt-outs all apply. */\n  consentHostIds: readonly string[]\n  /** Whether that group's sites wait for each other's confirmation click. */\n  consentAwaitsConfirmation: boolean\n  siteName: string\n}\n\nasync function enrollContext(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n): Promise<EnrollContext> {\n  const [orgSettings, host] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    firestore.collection('hosts').doc(sequence.hostId).get(),\n  ])\n  const consentGroup = consentGroupForHost(caller.org, sequence.hostId)\n  return {\n    // The organization's countries are a ceiling over the sequence's.\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        orgSettings.allowedCountries,\n      ),\n    },\n    contactGroupId: consentGroup.groupId,\n    consentHostIds: consentGroup.hostIds,\n    consentAwaitsConfirmation: consentGroup.awaitsConfirmation,\n    siteName: host.exists ? String(host.get('name') ?? '') : '',\n  }\n}\n\n/**\n * The candidates, the enrollments they already have here, and the gates'\n * lookups — every map keyed by the person's own id.\n *\n * \"Already in this sequence\" is answered two ways (AGL-3234): by the id the\n * person's enrollment would have, and by any enrollment in this sequence\n * that carries the person's ADDRESS. The second is what keeps a contact\n * from being enrolled beside the lead they were converted from: the lead's\n * enrollment followed them, under the lead's key, and still names them.\n */\n/**\n * The domain the sequence's mailbox sends from (AGL-3328), whose gateway\n * ledger the Check-people chips read — or `null` when the mailbox cannot\n * be read, which shows the gateways without a history.\n */\nasync function sequenceSendingDomain(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n): Promise<string | null> {\n  if (!sequence.mailboxId) return null\n  try {\n    const snapshot = await outreachOrgCollection(firestore, orgId, 'mailboxes').doc(sequence.mailboxId).get()\n    const mailbox = readStoredOutreachMailbox(sequence.mailboxId, snapshot?.exists ? snapshot.data() : undefined)\n    return outreachMailboxSendingDomain(mailbox)\n  } catch (error) {\n    console.error('[outreach] the sequence mailbox could not be read for its sending domain', error)\n    return null\n  }\n}\n\nasync function readPeople(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n  context: EnrollContext,\n  people: readonly OutreachPersonRef[],\n  gateway: OutreachDomainIntelReadInput,\n): Promise<{\n  candidates: OutreachEnrollCandidate[]\n  enrolledHere: Set<string>\n  lookups: Map<string, OutreachGateLookups>\n}> {\n  const candidates = await readOutreachEnrollCandidates(firestore, {\n    orgId: caller.orgId,\n    hostId: sequence.hostId,\n    contactGroupId: context.contactGroupId,\n    people,\n  })\n  const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n  const existing = candidates.length\n    ? await firestore.getAll(\n        ...candidates.map((candidate) => enrollments.doc(outreachEnrollmentId(sequence.id, candidate.personId))),\n      )\n    : []\n  const enrolledHere = new Set(\n    candidates.filter((_candidate, index) => existing[index]?.exists).map((candidate) => candidate.personId),\n  )\n  const askable = candidates.filter((candidate) => candidate.contact && candidate.visible && candidate.email)\n  const lookups = askable.length\n    ? await readOutreachGateLookups(firestore, {\n        orgId: caller.orgId,\n        hostId: sequence.hostId,\n        consentHostIds: context.consentHostIds,\n        consentAwaitsConfirmation: context.consentAwaitsConfirmation,\n        gateway,\n        people: askable.map((candidate) => ({\n          personId: candidate.personId,\n          contactId: candidate.contactId || null,\n          leadId: candidate.leadId,\n          email: String(candidate.email),\n        })),\n      })\n    : new Map<string, OutreachGateLookups>()\n  for (const candidate of askable) {\n    const open = lookups.get(candidate.personId)?.openEnrollments ?? []\n    if (open.some((entry) => entry.sequenceId === sequence.id)) enrolledHere.add(candidate.personId)\n  }\n  return { candidates, enrolledHere, lookups }\n}\n\nconst uniqueIds = (values: unknown): string[] =>\n  Array.isArray(values)\n    ? [...new Set(values.map(readOutreachDocumentId).filter((id): id is string => id !== null))]\n    : []\n\n/** The most leads a saved Leads view reads — the Leads list's own window. */\nconst LEADS_VIEW_WINDOW = 200\n\n/**\n * The people a saved LEADS view selects (AGL-3234): the sequence's site's\n * most recently seen leads, narrowed by the view's status clause the way\n * the Leads list narrows its window — open leads when the view names no\n * status, one status when it does, everything for `all`. The person key IS\n * the id, so there is no address to resolve — and since AGL-3275 the window is\n * narrowed by `visibleTo` rather than by the collection's parent.\n */\nasync function leadsViewPeople(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n  filters: ReturnType<typeof normalizeCrmViewFilters>,\n): Promise<{ people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n  const statusClause = filters.find((clause) => clause.field === 'status' && clause.op === 'equals')\n  const wanted = String(statusClause?.value ?? 'open')\n  /*\n   * SCOPED (AGL-3275). The collection is org-wide, so the window is narrowed\n   * to what the sequence's site may see before it is ordered — otherwise an\n   * agency's sequence would offer another client's people to enroll. The\n   * composite index for `visibleTo array-contains-any` + `lastSeenAtMs desc`\n   * is in `cloud/firestore.indexes.json`.\n   */\n  const window = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('leads')\n    .where('visibleTo', 'array-contains-any', scopeTokensForHost(sequence.hostId))\n    .orderBy('lastSeenAtMs', 'desc')\n    .limit(LEADS_VIEW_WINDOW + 1)\n    .get()\n  const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc) => {\n    const lead = doc.data() as Record<string, unknown>\n    // Held, not merely seen: a lead shared with this site (AGL-3336) is not\n    // its to sequence.\n    if (seenOnlyThroughGrant(lead, sequence.hostId)) return false\n    if (wanted === 'all') return true\n    if (wanted === 'open') return isCrmLeadOpen(lead as never) && !lead['convertedContactId']\n    return crmLeadStatus(lead as never) === wanted\n  })\n  return {\n    people: matching.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((doc) => ({ kind: 'lead', id: doc.id })),\n    total: matching.length,\n    truncated: matching.length > OUTREACH_ENROLL_BATCH_MAX || window.docs.length > LEADS_VIEW_WINDOW,\n  }\n}\n\nexport function createOutreachEnrollRoutes(deps: OutreachEnrollRouteDeps): OutreachEnrollRoutes {\n  /**\n   * The person joins the sequence's campaigns (AGL-3254), the moment they\n   * are enrolled: `arrayUnion` on the lead's own `campaignIds`, or on the\n   * contact's facet for the sequence's site — the same field, the same\n   * shape, every other campaign member carries — and `enrolled` credited\n   * to each campaign. After the enrollment is created and never before:\n   * a person the create refused joins nothing. Neither write may fail the\n   * enrollment, which already exists; a membership that could not be\n   * stamped is one the list's bulk bar can add by hand.\n   */\n  async function joinSequenceCampaigns(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n    contactGroupId: string,\n    candidate: OutreachEnrollCandidate,\n    nowMs: number,\n  ): Promise<void> {\n    const campaignIds = normalizeContainerIds(sequence.campaignIds)\n    if (!campaignIds.length) return\n    try {\n      const ref =\n        candidate.target === 'lead' && candidate.leadId\n          ? firestore.collection('orgs').doc(orgId).collection('leads').doc(candidate.leadId)\n          : candidate.contactId\n            ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId)\n            : null\n      if (ref) {\n        const field =\n          candidate.target === 'lead' ? containerMembershipField('campaign') : contactContainerFieldPath(contactGroupId, 'campaign')\n        await ref.update({ [field]: FieldValue.arrayUnion(...campaignIds), updatedAt: FieldValue.serverTimestamp() })\n        // A lead's campaigns are what the Leads list's Campaign filter reads\n        // under a site (AGL-3321): restamped from the lead as it now stands.\n        if (candidate.target === 'lead') await restampCrmListFieldsAt(ref, 'leads')\n      }\n    } catch (error) {\n      console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error)\n    }\n    try {\n      await deps.creditCampaign({ hostId: sequence.hostId, orgId, campaignIds, outcome: 'enrolled', atMs: nowMs })\n    } catch (error) {\n      console.error('[outreach] the enrollment could not be credited to the sequence’s campaigns', error)\n    }\n  }\n\n  /**\n   * The names of the sequence's campaigns as they stand, for the entry the\n   * enroll files on the person's record (AGL-3274) — the org's containers of\n   * the `campaign` kind. Read once per request, not per person; a container\n   * that is gone answers nothing and the entry names the rest.\n   */\n  async function sequenceCampaignNames(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n  ): Promise<string[]> {\n    const campaignIds = normalizeContainerIds(sequence.campaignIds)\n    if (!campaignIds.length || !orgId) return []\n    try {\n      const found = await readOrgContainers(firestore, 'campaign', orgId, campaignIds)\n      return found.map((container) => container.name).filter(Boolean)\n    } catch (error) {\n      console.error('[outreach] the sequence’s campaigns could not be named for the record', error)\n      return []\n    }\n  }\n\n  /**\n   * The people a source names, the batch limit applied: every contact a\n   * search picked, every lead picked from the sequence's site, or the\n   * people a saved Contacts or Leads view selects there — contacts found by\n   * address, leads by their own key.\n   */\n  async function sourcePeople(\n    firestore: Firestore,\n    caller: OutreachRouteCaller,\n    sequence: OutreachSequence,\n    source: Record<string, unknown>,\n  ): Promise<Response | { people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n    if (source['kind'] === 'contacts' || source['kind'] === 'leads') {\n      const kind = source['kind'] === 'leads' ? 'lead' : 'contact'\n      const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds'])\n      if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n      return {\n        people: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((id) => ({ kind, id })),\n        total: ids.length,\n        truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX,\n      }\n    }\n    if (source['kind'] !== 'view') {\n      return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.')\n    }\n    const viewId = readOutreachDocumentId(source['viewId'])\n    const view = viewId\n      ? await firestore.collection('orgs').doc(caller.orgId).collection(CRM_COLLECTIONS.views).doc(viewId).get()\n      : null\n    const data = view?.exists ? (view.data() as Record<string, unknown>) : null\n    // A colleague's private view is theirs: it is not listed for this\n    // reader, so it does not exist for them here either.\n    if (\n      !viewId ||\n      !data ||\n      !crmViewIsListed({ shared: data['shared'] === true, ownerUid: String(data['ownerUid'] ?? '') }, caller.uid)\n    ) {\n      return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.')\n    }\n    if (data['section'] === 'leads') {\n      return leadsViewPeople(firestore, caller.orgId, sequence, normalizeCrmViewFilters(data['filters']))\n    }\n    if (data['section'] !== 'contacts') {\n      return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.')\n    }\n    const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']))\n    if (unsupported.length) {\n      // Dropping the filter enrolling cannot read would enroll more people\n      // than the view shows, so the view is refused whole.\n      return outreachRefusal(\n        400,\n        'view-unsupported',\n        `This view filters on ${unsupported.map((clause) => clause.label || clause.field).join(', ')}, which enrolling can't apply. Pick another view, or search.`,\n      )\n    }\n    const { emails, complete } = await deps.crmViewEmails({ hostId: sequence.hostId, viewId })\n    const ordered = [...new Set(emails)].sort()\n    const contacts = firestore.collection('orgs').doc(caller.orgId).collection('contacts')\n    const found = await Promise.all(\n      ordered\n        .slice(0, OUTREACH_ENROLL_BATCH_MAX)\n        .map((email) => findContactByEmail(contacts, email, { hostId: sequence.hostId })),\n    )\n    return {\n      people: [...new Set(found.filter((snapshot) => snapshot).map((snapshot) => String(snapshot?.id)))].map(\n        (id) => ({ kind: 'contact', id }),\n      ),\n      total: ordered.length,\n      truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete,\n    }\n  }\n\n  const preview: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n    const source = body['source'] && typeof body['source'] === 'object' ? (body['source'] as Record<string, unknown>) : {}\n    const named = await sourcePeople(firestore, caller, sequence, source)\n    if (named instanceof Response) return named\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      named.people,\n      {\n        resolveMx: deps.resolveMx,\n        resolveAddress: deps.resolveAddress,\n        nowMs: deps.now(),\n        sendingDomain: await sequenceSendingDomain(firestore, caller.orgId, sequence),\n      },\n    )\n    const people = candidates.map((candidate) =>\n      previewOutreachPerson(\n        {\n          candidate,\n          lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n          settings: context.settings,\n          contactGroupId: context.contactGroupId,\n        },\n        { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n      ),\n    )\n    return outreachOk({\n      ok: true,\n      people,\n      total: named.total,\n      truncated: named.truncated,\n    } satisfies OutreachEnrollPreviewResponse)\n  }\n\n  const confirm: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n\n    const nowMs = deps.now()\n    const start = readOutreachStartStepIndex(body['startStepIndex'], sequence.steps)\n    if (start.refusal !== null) return outreachRefusal(400, 'invalid-start-step', start.refusal)\n    const startStepIndex = start.startStepIndex\n    // Each person once, by whichever record they are: a contact by id, or a\n    // lead by its key (AGL-3234). A person named both ways is a contact.\n    const requested = new Map<\n      string,\n      { ref: OutreachPersonRef; personalLine: string; attestations: unknown[]; overrides: OutreachStepOverrideRead }\n    >()\n    for (const entry of Array.isArray(body['people']) ? body['people'] : []) {\n      const person = (entry && typeof entry === 'object' ? entry : {}) as Record<string, unknown>\n      const contactId = readOutreachDocumentId(person['contactId'])\n      const leadId = readOutreachDocumentId(person['leadId'])\n      const ref: OutreachPersonRef | null = contactId\n        ? { kind: 'contact', id: contactId }\n        : leadId\n          ? { kind: 'lead', id: leadId }\n          : null\n      if (!ref || requested.has(ref.id)) continue\n      // The steps the member curated for this person (AGL-3324), validated\n      // here rather than trusted: a copy that breaks a rule refuses the\n      // whole request, so nobody is enrolled with a copy the route dropped.\n      const overrides = readOutreachStepOverrideRequests(\n        person['stepOverrides'],\n        sequence.steps,\n        { uid: caller.uid, nowMs },\n        startStepIndex,\n      )\n      if (outreachStepOverridesRefused(overrides)) {\n        return outreachRefusal(\n          400,\n          'invalid-override',\n          overrides.refusal ?? 'A curated step breaks a rule every sequence email keeps.',\n          { issues: overrides.issues },\n        )\n      }\n      requested.set(ref.id, {\n        ref,\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n        overrides,\n      })\n    }\n    if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n    if (requested.size > OUTREACH_ENROLL_BATCH_MAX) {\n      return outreachRefusal(\n        400,\n        'invalid-request',\n        `Enroll at most ${OUTREACH_ENROLL_BATCH_MAX} people at a time.`,\n      )\n    }\n\n    const mailboxSnapshot = sequence.mailboxId\n      ? await outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get()\n      : null\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    if (!mailbox || mailbox.status === 'disconnected') {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.\",\n      )\n    }\n    if (planOutreachFirstDue({ sequence, mailbox, enrolledAtMs: nowMs, random: deps.random, startStepIndex }) === null) {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.\",\n      )\n    }\n\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      [...requested.values()].map((entry) => entry.ref),\n      {\n        resolveMx: deps.resolveMx,\n        resolveAddress: deps.resolveAddress,\n        nowMs,\n        sendingDomain: outreachMailboxSendingDomain(mailbox),\n      },\n    )\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const campaignNames = await sequenceCampaignNames(firestore, caller.orgId, sequence)\n    // The member's name for the curated entries (AGL-3324), read once per\n    // request and only when a person carries a curated step.\n    let memberNameRead: Promise<string | null> | null = null\n    const memberName = () => {\n      memberNameRead ??= firestore\n        .collection('orgs')\n        .doc(caller.orgId)\n        .collection('members')\n        .doc(caller.uid)\n        .get()\n        .then(\n          (member) =>\n            (member.exists\n              ? String(member.get('displayName') ?? '').trim() || String(member.get('email') ?? '').trim()\n              : '') || caller.email,\n        )\n        .catch(() => caller.email)\n      return memberNameRead\n    }\n    const results: OutreachEnrollOutcome[] = await Promise.all(\n      candidates.map(async (candidate): Promise<OutreachEnrollOutcome> => {\n        const named = {\n          personId: candidate.personId,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n        }\n        const supplied = requested.get(candidate.personId) ?? {\n          personalLine: '',\n          attestations: [],\n          overrides: { overrides: {}, issues: [], refusal: null } satisfies OutreachStepOverrideRead,\n        }\n        const stepOverrides: OutreachStepOverrides = supplied.overrides.overrides\n        const decision = decideOutreachEnrollment(\n          {\n            candidate,\n            lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n            settings: context.settings,\n            contactGroupId: context.contactGroupId,\n          },\n          { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n          { personalLine: supplied.personalLine, attestations: supplied.attestations, uid: caller.uid, nowMs },\n        )\n        if (!decision.allowed || !decision.email) {\n          return { ...named, email: candidate.email, outcome: 'blocked', blocks: decision.blocks }\n        }\n        const id = outreachEnrollmentId(sequence.id, candidate.personId)\n        const enrollment = buildOutreachEnrollment({\n          id,\n          sequence,\n          mailbox,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n          contactName: candidate.name,\n          email: decision.email,\n          cold: decision.cold,\n          personalLine: supplied.personalLine,\n          attestations: decision.attestations,\n          enrolledByUid: caller.uid,\n          nowMs,\n          random: deps.random,\n          startStepIndex,\n        })\n        // The member ticked this person past the red gateway chip\n        // (AGL-3326): that is their say-so, stamped as the hold's release,\n        // so the engine does not hold the send they were just shown.\n        if (decision.hold) {\n          enrollment.gatewayHold = {\n            gateway: decision.hold.gateway,\n            heldAtMs: null,\n            releasedByUid: caller.uid,\n            releasedAtMs: nowMs,\n          }\n        }\n        // The person's own copies of steps (AGL-3324) ride with the\n        // enrollment from its first write: nothing sends between.\n        if (Object.keys(stepOverrides).length) enrollment.stepOverrides = stepOverrides\n        // What the enrollments table searches the person by (AGL-3321),\n        // from the name and address this document captures for good.\n        enrollment.searchTokens = outreachEnrollmentSearchTokens(enrollment)\n        // Nobody has clicked yet (AGL-3332): stored, because the \"Clicked: No\"\n        // filter is a query, and a query cannot find a field's absence.\n        enrollment.clicked = false\n        try {\n          await enrollments.doc(id).create(enrollment)\n        } catch (error) {\n          if ((error as { code?: unknown })?.code !== ALREADY_EXISTS) throw error\n          return {\n            ...named,\n            email: candidate.email,\n            outcome: 'blocked',\n            blocks: [\n              {\n                code: 'already_in_sequence',\n                reason: \"This person has already been in this sequence, so they won't be sent its emails again.\",\n              },\n            ],\n          }\n        }\n        await joinSequenceCampaigns(firestore, caller.orgId, sequence, context.contactGroupId, candidate, nowMs)\n        // The person's record says so (AGL-3274): \"Enrolled in <sequence>\",\n        // with the campaigns it carried them into, once per enrollment.\n        const entry = outreachEnrolledEntry({\n          enrollmentId: id,\n          sequenceName: sequence.name,\n          campaignNames,\n          startStepIndex,\n        })\n        await fileOutreachNote(deps, {\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          link: outreachEnrollmentLink(enrollment),\n          dedupeKey: entry.dedupeKey,\n          body: entry.body,\n          atMs: nowMs,\n        })\n        // And one line per step the member curated for them (AGL-3324),\n        // after the enrollment's own, so the record reads in order.\n        for (const [key, override] of Object.entries(stepOverrides)) {\n          const curated = outreachCuratedEntry({\n            enrollmentId: id,\n            stepIndex: Number(key),\n            source: override.source,\n            edited: override.edited === true,\n            memberName: await memberName(),\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { stampRecordOrigin } from '@aglyn/aglyn/plugin-manager/plugin-record-origin'\nimport { normalizeContainerIds } from '@aglyn/aglyn/app-utils/container-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport {\n  filePluginPersonUnder,\n  pluginPeopleInView,\n} from '@aglyn/aglyn/plugin-manager/plugin-person-records'\nimport type { PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type { PluginTextGenerator } from '@aglyn/aglyn/plugin-manager/plugin-text-generation'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { readOrgContainers } from '@aglyn/tenant-data-admin/server/org-containers'\nimport { outreachCuratedEntry, outreachEnrolledEntry } from '../engine/enrollment-activity'\nimport {\n  buildOutreachEnrollment,\n  planOutreachFirstDue,\n  readOutreachStartStepIndex,\n} from '../engine/enrollment-state'\nimport { outreachEnrollmentSearchTokens } from '../enrollment/enrollment-search'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport {\n  decideOutreachEnrollment,\n  previewOutreachPerson,\n  readOutreachEnrollCandidates,\n  type OutreachEnrollCandidate,\n  type OutreachGateQuestion,\n} from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport {\n  outreachStepOverridesRefused,\n  readOutreachStepOverrideRequests,\n  type OutreachStepOverrideRead,\n} from '../enrollment/step-overrides'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollResponse,\n  type OutreachPersonRef,\n} from '../model/outreach-api'\nimport type { OutreachSequence, OutreachStepOverrides } from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport { type OutreachDomainIntelReadInput, outreachMailboxSendingDomain } from '../storage/domain-intel-store'\nimport { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentId,\n  outreachEnrollmentLink,\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET, type OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller, type OutreachRouteExtraPermission } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ENROLLING PEOPLE IN A SEQUENCE (AGL-2980): `outreach/enroll/preview` and\n * `outreach/enroll`.\n *\n * The preview reads the people a saved Contacts view or a search named —\n * at most {@link OUTREACH_ENROLL_BATCH_MAX} — and says where each stands:\n * eligible, blocked with the gate's own sentence, or waiting on the rep for\n * a personal line and the attestations only they can make. Confirm reads\n * everything again and asks the gates again with what the rep supplied,\n * because a preview is a picture of a moment: someone can unsubscribe\n * between the two, and a request can claim anything. Nothing the preview\n * answered is trusted by the enroll.\n *\n * Both read the CRM's people, so both ask for `data.manage` beside\n * `outreach.use` — the permission the contacts' own rules read with, so\n * Outreach is no side door into the address book.\n *\n * Only an ACTIVE sequence takes people: enrolling schedules the first step\n * in the mailbox's hours, and a draft's steps and a paused sequence's timing\n * are not yet what will be sent.\n *\n * Confirm may name `startStepIndex` (AGL-3228) for people who already had\n * the earlier steps by hand: everyone in the request begins at that step,\n * scheduled by its own delay from now, and the steps before it are marked\n * skipped on their enrollments. Absent, it is the first step; a step the\n * sequence does not have refuses the whole request.\n */\n\n/** The permission enrolling reads the CRM with. */\nexport const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission = {\n  key: 'data.manage',\n  refusal: \"Enrolling reads your CRM's contacts, and your role does not include Manage data.\",\n}\n\n/** Everything enrolling reaches beyond the routes' own dependencies. */\nexport interface OutreachEnrollRouteDeps extends OutreachRouteDeps {\n  /**\n   * The workspace's record system on the timeline seam (AGL-3274), when a\n   * plugin keeps one: the enroll files \"Enrolled in\" on the person's record\n   * — the runtime's `timeline`, reached the same way.\n   */\n  timeline(): PluginRecordTimelineWriter | null\n  /**\n   * The workspace's text generator on the core's text-generation seam\n   * (AGL-3324), which drafts one person's copies of the steps; `null` when\n   * no plugin generates text, and the curate route says so.\n   */\n  textGenerator(): PluginTextGenerator | null\n}\n\nexport interface OutreachEnrollRoutes {\n  preview: PluginWebApiHandler\n  confirm: PluginWebApiHandler\n}\n\n/** The activity line an enroll writes. */\nexport function outreachEnrolledActivity(count: number): string {\n  return count === 1\n    ? 'Enrolled 1 person in a sequence'\n    : `Enrolled ${count} people in a sequence`\n}\n\n/** Lookups for a person the gates will never be asked about: every one unchecked. */\nconst UNCHECKED: OutreachGateLookups = {\n  platformSuppressed: null,\n  hostSuppressed: null,\n  salesTopicState: null,\n  doNotContact: null,\n  doNotContactDomain: null,\n  workspaceMembers: null,\n  openEnrollments: null,\n  hasInboundEmail: null,\n  gateway: null,\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\nasync function loadActiveSequence(\n  firestore: Firestore,\n  orgId: string,\n  rawSequenceId: unknown,\n): Promise<Response | OutreachSequence> {\n  const sequenceId = readOutreachDocumentId(rawSequenceId)\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to enroll people in.')\n  const snapshot = await outreachOrgCollection(firestore, orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  if (sequence.status === 'archived') {\n    return outreachRefusal(409, 'sequence-archived', 'This sequence is archived and takes no one new.')\n  }\n  if (sequence.status !== 'active') {\n    return outreachRefusal(409, 'sequence-not-active', 'Activate this sequence before enrolling people.')\n  }\n  return sequence\n}\n\n/** What every person in one request is judged against. */\ninterface EnrollContext {\n  settings: OutreachGateQuestion['settings']\n  contactGroupId: string\n  /** The sequence site's consent group, whose opt-outs all apply. */\n  consentHostIds: readonly string[]\n  /** Whether that group's sites wait for each other's confirmation click. */\n  consentAwaitsConfirmation: boolean\n  siteName: string\n}\n\nasync function enrollContext(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n): Promise<EnrollContext> {\n  const [orgSettings, host] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    firestore.collection('hosts').doc(sequence.hostId).get(),\n  ])\n  const consentGroup = consentGroupForHost(caller.org, sequence.hostId)\n  return {\n    // The organization's countries are a ceiling over the sequence's.\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        orgSettings.allowedCountries,\n      ),\n    },\n    contactGroupId: consentGroup.groupId,\n    consentHostIds: consentGroup.hostIds,\n    consentAwaitsConfirmation: consentGroup.awaitsConfirmation,\n    siteName: host.exists ? String(host.get('name') ?? '') : '',\n  }\n}\n\n/**\n * The candidates, the enrollments they already have here, and the gates'\n * lookups — every map keyed by the person's own id.\n *\n * \"Already in this sequence\" is answered two ways (AGL-3234): by the id the\n * person's enrollment would have, and by any enrollment in this sequence\n * that carries the person's ADDRESS. The second is what keeps a contact\n * from being enrolled beside the lead they were converted from: the lead's\n * enrollment followed them, under the lead's key, and still names them.\n */\n/**\n * The domain the sequence's mailbox sends from (AGL-3328), whose gateway\n * ledger the Check-people chips read — or `null` when the mailbox cannot\n * be read, which shows the gateways without a history.\n */\nasync function sequenceSendingDomain(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n): Promise<string | null> {\n  if (!sequence.mailboxId) return null\n  try {\n    const snapshot = await outreachOrgCollection(firestore, orgId, 'mailboxes').doc(sequence.mailboxId).get()\n    const mailbox = readStoredOutreachMailbox(sequence.mailboxId, snapshot?.exists ? snapshot.data() : undefined)\n    return outreachMailboxSendingDomain(mailbox)\n  } catch (error) {\n    console.error('[outreach] the sequence mailbox could not be read for its sending domain', error)\n    return null\n  }\n}\n\nasync function readPeople(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n  context: EnrollContext,\n  people: readonly OutreachPersonRef[],\n  gateway: OutreachDomainIntelReadInput,\n): Promise<{\n  candidates: OutreachEnrollCandidate[]\n  enrolledHere: Set<string>\n  lookups: Map<string, OutreachGateLookups>\n}> {\n  const candidates = await readOutreachEnrollCandidates({\n    orgId: caller.orgId,\n    hostId: sequence.hostId,\n    contactGroupId: context.contactGroupId,\n    people,\n  })\n  const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n  const existing = candidates.length\n    ? await firestore.getAll(\n        ...candidates.map((candidate) => enrollments.doc(outreachEnrollmentId(sequence.id, candidate.personId))),\n      )\n    : []\n  const enrolledHere = new Set(\n    candidates.filter((_candidate, index) => existing[index]?.exists).map((candidate) => candidate.personId),\n  )\n  const askable = candidates.filter((candidate) => candidate.contact && candidate.visible && candidate.email)\n  const lookups = askable.length\n    ? await readOutreachGateLookups(firestore, {\n        orgId: caller.orgId,\n        hostId: sequence.hostId,\n        consentHostIds: context.consentHostIds,\n        consentAwaitsConfirmation: context.consentAwaitsConfirmation,\n        gateway,\n        people: askable.map((candidate) => ({\n          personId: candidate.personId,\n          contactId: candidate.contactId || null,\n          leadId: candidate.leadId,\n          email: String(candidate.email),\n        })),\n      })\n    : new Map<string, OutreachGateLookups>()\n  for (const candidate of askable) {\n    const open = lookups.get(candidate.personId)?.openEnrollments ?? []\n    if (open.some((entry) => entry.sequenceId === sequence.id)) enrolledHere.add(candidate.personId)\n  }\n  return { candidates, enrolledHere, lookups }\n}\n\nconst uniqueIds = (values: unknown): string[] =>\n  Array.isArray(values)\n    ? [...new Set(values.map(readOutreachDocumentId).filter((id): id is string => id !== null))]\n    : []\n\nexport function createOutreachEnrollRoutes(deps: OutreachEnrollRouteDeps): OutreachEnrollRoutes {\n  /**\n   * The person joins the sequence's campaigns (AGL-3254), the moment they\n   * are enrolled: `arrayUnion` on the lead's own `campaignIds`, or on the\n   * contact's facet for the sequence's site — the same field, the same\n   * shape, every other campaign member carries — and `enrolled` credited\n   * to each campaign. After the enrollment is created and never before:\n   * a person the create refused joins nothing. Neither write may fail the\n   * enrollment, which already exists; a membership that could not be\n   * stamped is one the list's bulk bar can add by hand.\n   */\n  async function joinSequenceCampaigns(\n    orgId: string,\n    sequence: OutreachSequence,\n    candidate: OutreachEnrollCandidate,\n    nowMs: number,\n  ): Promise<void> {\n    const campaignIds = normalizeContainerIds(sequence.campaignIds)\n    if (!campaignIds.length) return\n    try {\n      const id = candidate.target === 'lead' ? candidate.leadId : candidate.contactId\n      if (id) {\n        // Filed by the plugin that keeps people (AGL-3080), as the sequence's\n        // site holds the person: on a lead its own field, on a contact the\n        // site's facet — the field every other campaign member carries.\n        await filePluginPersonUnder({\n          hostId: sequence.hostId,\n          orgId,\n          record: { kind: candidate.target, id },\n          containerKind: 'campaign',\n          ids: campaignIds,\n        })\n      }\n    } catch (error) {\n      console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error)\n    }\n    try {\n      await deps.creditCampaign({ hostId: sequence.hostId, orgId, campaignIds, outcome: 'enrolled', atMs: nowMs })\n    } catch (error) {\n      console.error('[outreach] the enrollment could not be credited to the sequence’s campaigns', error)\n    }\n  }\n\n  /**\n   * The names of the sequence's campaigns as they stand, for the entry the\n   * enroll files on the person's record (AGL-3274) — the org's containers of\n   * the `campaign` kind. Read once per request, not per person; a container\n   * that is gone answers nothing and the entry names the rest.\n   */\n  async function sequenceCampaignNames(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n  ): Promise<string[]> {\n    const campaignIds = normalizeContainerIds(sequence.campaignIds)\n    if (!campaignIds.length || !orgId) return []\n    try {\n      const found = await readOrgContainers(firestore, 'campaign', orgId, campaignIds)\n      return found.map((container) => container.name).filter(Boolean)\n    } catch (error) {\n      console.error('[outreach] the sequence’s campaigns could not be named for the record', error)\n      return []\n    }\n  }\n\n  /**\n   * The people a source names, the batch limit applied: every contact a\n   * search picked, every lead picked from the sequence's site, or the\n   * people a saved Contacts or Leads view selects there — contacts found by\n   * address, leads by their own key.\n   */\n  async function sourcePeople(\n    caller: OutreachRouteCaller,\n    sequence: OutreachSequence,\n    source: Record<string, unknown>,\n  ): Promise<Response | { people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n    if (source['kind'] === 'contacts' || source['kind'] === 'leads') {\n      const kind = source['kind'] === 'leads' ? 'lead' : 'contact'\n      const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds'])\n      if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n      return {\n        people: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((id) => ({ kind, id })),\n        total: ids.length,\n        truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX,\n      }\n    }\n    if (source['kind'] !== 'view') {\n      return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.')\n    }\n    const viewId = readOutreachDocumentId(source['viewId'])\n    // The record system takes the view for the sequence's site (AGL-3080):\n    // a colleague's private view is theirs, so it does not exist for this\n    // member; a Leads view takes the site's leads by the view's status, a\n    // Contacts view the contacts it selects there.\n    const taken = viewId\n      ? await pluginPeopleInView({\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          viewId,\n          viewerUid: caller.uid,\n          limit: OUTREACH_ENROLL_BATCH_MAX,\n        })\n      : null\n    if (!taken || (taken.ok === false && taken.reason === 'not-found')) {\n      return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.')\n    }\n    if (taken.ok === false && taken.reason === 'not-people') {\n      return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.')\n    }\n    if (taken.ok === false) {\n      // Dropping the filter enrolling cannot read would enroll more people\n      // than the view shows, so the view is refused whole.\n      return outreachRefusal(\n        400,\n        'view-unsupported',\n        `This view filters on ${(taken.unsupported ?? []).join(', ') || 'something'}, which enrolling can't apply. Pick another view, or search.`,\n      )\n    }\n    return {\n      people: taken.people.map((person) => ({ kind: person.kind === 'lead' ? 'lead' : 'contact', id: person.id })),\n      total: taken.total,\n      truncated: taken.truncated,\n    }\n  }\n\n  const preview: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n    const source = body['source'] && typeof body['source'] === 'object' ? (body['source'] as Record<string, unknown>) : {}\n    const named = await sourcePeople(caller, sequence, source)\n    if (named instanceof Response) return named\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      named.people,\n      {\n        resolveMx: deps.resolveMx,\n        resolveAddress: deps.resolveAddress,\n        nowMs: deps.now(),\n        sendingDomain: await sequenceSendingDomain(firestore, caller.orgId, sequence),\n      },\n    )\n    const people = candidates.map((candidate) =>\n      previewOutreachPerson(\n        {\n          candidate,\n          lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n          settings: context.settings,\n          contactGroupId: context.contactGroupId,\n        },\n        { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n      ),\n    )\n    return outreachOk({\n      ok: true,\n      people,\n      total: named.total,\n      truncated: named.truncated,\n    } satisfies OutreachEnrollPreviewResponse)\n  }\n\n  const confirm: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n\n    const nowMs = deps.now()\n    const start = readOutreachStartStepIndex(body['startStepIndex'], sequence.steps)\n    if (start.refusal !== null) return outreachRefusal(400, 'invalid-start-step', start.refusal)\n    const startStepIndex = start.startStepIndex\n    // Each person once, by whichever record they are: a contact by id, or a\n    // lead by its key (AGL-3234). A person named both ways is a contact.\n    const requested = new Map<\n      string,\n      { ref: OutreachPersonRef; personalLine: string; attestations: unknown[]; overrides: OutreachStepOverrideRead }\n    >()\n    for (const entry of Array.isArray(body['people']) ? body['people'] : []) {\n      const person = (entry && typeof entry === 'object' ? entry : {}) as Record<string, unknown>\n      const contactId = readOutreachDocumentId(person['contactId'])\n      const leadId = readOutreachDocumentId(person['leadId'])\n      const ref: OutreachPersonRef | null = contactId\n        ? { kind: 'contact', id: contactId }\n        : leadId\n          ? { kind: 'lead', id: leadId }\n          : null\n      if (!ref || requested.has(ref.id)) continue\n      // The steps the member curated for this person (AGL-3324), validated\n      // here rather than trusted: a copy that breaks a rule refuses the\n      // whole request, so nobody is enrolled with a copy the route dropped.\n      const overrides = readOutreachStepOverrideRequests(\n        person['stepOverrides'],\n        sequence.steps,\n        { uid: caller.uid, nowMs },\n        startStepIndex,\n      )\n      if (outreachStepOverridesRefused(overrides)) {\n        return outreachRefusal(\n          400,\n          'invalid-override',\n          overrides.refusal ?? 'A curated step breaks a rule every sequence email keeps.',\n          { issues: overrides.issues },\n        )\n      }\n      requested.set(ref.id, {\n        ref,\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n        overrides,\n      })\n    }\n    if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n    if (requested.size > OUTREACH_ENROLL_BATCH_MAX) {\n      return outreachRefusal(\n        400,\n        'invalid-request',\n        `Enroll at most ${OUTREACH_ENROLL_BATCH_MAX} people at a time.`,\n      )\n    }\n\n    const mailboxSnapshot = sequence.mailboxId\n      ? await outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get()\n      : null\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    if (!mailbox || mailbox.status === 'disconnected') {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.\",\n      )\n    }\n    if (planOutreachFirstDue({ sequence, mailbox, enrolledAtMs: nowMs, random: deps.random, startStepIndex }) === null) {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.\",\n      )\n    }\n\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      [...requested.values()].map((entry) => entry.ref),\n      {\n        resolveMx: deps.resolveMx,\n        resolveAddress: deps.resolveAddress,\n        nowMs,\n        sendingDomain: outreachMailboxSendingDomain(mailbox),\n      },\n    )\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const campaignNames = await sequenceCampaignNames(firestore, caller.orgId, sequence)\n    // The member's name for the curated entries (AGL-3324), read once per\n    // request and only when a person carries a curated step.\n    let memberNameRead: Promise<string | null> | null = null\n    const memberName = () => {\n      memberNameRead ??= firestore\n        .collection('orgs')\n        .doc(caller.orgId)\n        .collection('members')\n        .doc(caller.uid)\n        .get()\n        .then(\n          (member) =>\n            (member.exists\n              ? String(member.get('displayName') ?? '').trim() || String(member.get('email') ?? '').trim()\n              : '') || caller.email,\n        )\n        .catch(() => caller.email)\n      return memberNameRead\n    }\n    const results: OutreachEnrollOutcome[] = await Promise.all(\n      candidates.map(async (candidate): Promise<OutreachEnrollOutcome> => {\n        const named = {\n          personId: candidate.personId,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n        }\n        const supplied = requested.get(candidate.personId) ?? {\n          personalLine: '',\n          attestations: [],\n          overrides: { overrides: {}, issues: [], refusal: null } satisfies OutreachStepOverrideRead,\n        }\n        const stepOverrides: OutreachStepOverrides = supplied.overrides.overrides\n        const decision = decideOutreachEnrollment(\n          {\n            candidate,\n            lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n            settings: context.settings,\n            contactGroupId: context.contactGroupId,\n          },\n          { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n          { personalLine: supplied.personalLine, attestations: supplied.attestations, uid: caller.uid, nowMs },\n        )\n        if (!decision.allowed || !decision.email) {\n          return { ...named, email: candidate.email, outcome: 'blocked', blocks: decision.blocks }\n        }\n        const id = outreachEnrollmentId(sequence.id, candidate.personId)\n        const enrollment = buildOutreachEnrollment({\n          id,\n          sequence,\n          mailbox,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n          contactName: candidate.name,\n          email: decision.email,\n          cold: decision.cold,\n          personalLine: supplied.personalLine,\n          attestations: decision.attestations,\n          enrolledByUid: caller.uid,\n          nowMs,\n          random: deps.random,\n          startStepIndex,\n        })\n        // The member ticked this person past the red gateway chip\n        // (AGL-3326): that is their say-so, stamped as the hold's release,\n        // so the engine does not hold the send they were just shown.\n        if (decision.hold) {\n          enrollment.gatewayHold = {\n            gateway: decision.hold.gateway,\n            heldAtMs: null,\n            releasedByUid: caller.uid,\n            releasedAtMs: nowMs,\n          }\n        }\n        // The person's own copies of steps (AGL-3324) ride with the\n        // enrollment from its first write: nothing sends between.\n        if (Object.keys(stepOverrides).length) enrollment.stepOverrides = stepOverrides\n        // What the enrollments table searches the person by (AGL-3321),\n        // from the name and address this document captures for good.\n        enrollment.searchTokens = outreachEnrollmentSearchTokens(enrollment)\n        // Nobody has clicked yet (AGL-3332): stored, because the \"Clicked: No\"\n        // filter is a query, and a query cannot find a field's absence.\n        enrollment.clicked = false\n        try {\n          await enrollments.doc(id).create(enrollment)\n        } catch (error) {\n          if ((error as { code?: unknown })?.code !== ALREADY_EXISTS) throw error\n          return {\n            ...named,\n            email: candidate.email,\n            outcome: 'blocked',\n            blocks: [\n              {\n                code: 'already_in_sequence',\n                reason: \"This person has already been in this sequence, so they won't be sent its emails again.\",\n              },\n            ],\n          }\n        }\n        await joinSequenceCampaigns(caller.orgId, sequence, candidate, nowMs)\n        // A person reached first by this sequence came from it (AGL-3519):\n        // the record system stamps its Sequence lead source on a record\n        // naming none, and leaves any other alone.\n        await stampRecordOrigin({\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          email: decision.email,\n          origin: 'sequence',\n        })\n        // The person's record says so (AGL-3274): \"Enrolled in <sequence>\",\n        // with the campaigns it carried them into, once per enrollment.\n        const entry = outreachEnrolledEntry({\n          enrollmentId: id,\n          sequenceName: sequence.name,\n          campaignNames,\n          startStepIndex,\n        })\n        await fileOutreachNote(deps, {\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          link: outreachEnrollmentLink(enrollment),\n          dedupeKey: entry.dedupeKey,\n          body: entry.body,\n          atMs: nowMs,\n        })\n        // And one line per step the member curated for them (AGL-3324),\n        // after the enrollment's own, so the record reads in order.\n        for (const [key, override] of Object.entries(stepOverrides)) {\n          const curated = outreachCuratedEntry({\n            enrollmentId: id,\n            stepIndex: Number(key),\n            source: override.source,\n            edited: override.edited === true,\n            memberName: await memberName(),\n            atMs: nowMs,\n          })\n          await fileOutreachNote(deps, {\n            orgId: caller.orgId,\n            hostId: sequence.hostId,\n            link: outreachEnrollmentLink(enrollment),\n            dedupeKey: curated.dedupeKey,\n            body: curated.body,\n            atMs: nowMs,\n          })\n        }\n        return { ...named, email: decision.email, outcome: 'enrolled', enrollmentId: id }\n      }),\n    )\n    const enrolled = results.filter((result) => result.outcome === 'enrolled').length\n    if (enrolled) {\n      await deps.logOrgActivity(\n        caller.orgId,\n        { uid: caller.uid, email: caller.email },\n        outreachEnrolledActivity(enrolled),\n        { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n      )\n    }\n    return outreachOk({ ok: true, results, enrolled } satisfies OutreachEnrollResponse)\n  }\n\n  return { preview, confirm 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package/src/lib/routes/platform-deps.d.ts

@@ -14,7 +14,6 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { creditCampaignSequenceOutcome } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution';
 import { stampRecordEmailState } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state';
 import { lockdownRefusal } from '@aglyn/tenant-data-admin/server/lockdown';
 import { logOrgActivity } from '@aglyn/tenant-data-admin/server/organizations';
@@ -22,8 +21,9 @@ import { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions';
 import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUpTrackingHost, verifyTrackingHost } from '@aglyn/tenant-data-admin/server/tracking-hosts';
 /**
  * The platform's heavier server modules the Outreach routes reach
- * (AGL-2980): the permission resolver, the lockdown verdict, the activity
- * log and the saved-view sweep.
+ * (AGL-2980): the permission resolver, the lockdown verdict and the
+ * activity log. A saved view's people are the record system's to take
+ * (`plugin-person-records`).
  *
  * Imported here statically, and this module is loaded by
  * `register-routes.ts` the first time a request needs one of them: the
@@ -33,22 +33,10 @@ import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUp
  * module of this plugin keeps every import of the platform's libraries a
  * static one.
  */
-export { creditCampaignSequenceOutcome, listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, resolveTrackingLinkOrigin, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost, };
+export { listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, resolveTrackingLinkOrigin, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost, };
 /**
  * Whether the member holds a CATALOG permission (`data.manage`) as the
  * org's roles resolve it — custom role and per-member overrides included.
  * A lookup that failed has not shown the member holds it.
  */
 export declare function holdsOrgCatalogPermission(uid: string, orgId: string, key: string): Promise<boolean>;
-/**
- * The addresses a saved Contacts view selects among one site's contacts,
- * read by the dynamic-list sweep's own scan, and whether it reached the
- * whole view.
- */
-export declare function crmViewEmails(input: {
-    hostId: string;
-    viewId: string;
-}): Promise<{
-    emails: string[];
-    complete: boolean;
-}>;

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

@@ -13,17 +13,16 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { creditCampaignSequenceOutcome } from "@aglyn/tenant-data-admin/server/campaign-conversion-attribution";
-import { collectDynamicListCandidates } from "@aglyn/tenant-data-admin/server/dynamic-list-materialize";
-import { stampRecordEmailState } from "@aglyn/aglyn/plugin-manager/plugin-record-email-state";
+ */ import { stampRecordEmailState } from "@aglyn/aglyn/plugin-manager/plugin-record-email-state";
 import { lockdownRefusal } from "@aglyn/tenant-data-admin/server/lockdown";
 import { logOrgActivity, memberHasOrgPermission, resolveOrgMembership } from "@aglyn/tenant-data-admin/server/organizations";
 import { resolveOrgPermissions } from "@aglyn/tenant-runtime/org-permissions";
 import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUpTrackingHost, verifyTrackingHost } from "@aglyn/tenant-data-admin/server/tracking-hosts";
 /**
  * The platform's heavier server modules the Outreach routes reach
- * (AGL-2980): the permission resolver, the lockdown verdict, the activity
- * log and the saved-view sweep.
+ * (AGL-2980): the permission resolver, the lockdown verdict and the
+ * activity log. A saved view's people are the record system's to take
+ * (`plugin-person-records`).
  *
  * Imported here statically, and this module is loaded by
  * `register-routes.ts` the first time a request needs one of them: the
@@ -32,7 +31,7 @@ import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUp
  * alone reaches the whole tenant data barrel. Loading them through one
  * module of this plugin keeps every import of the platform's libraries a
  * static one.
- */ export { creditCampaignSequenceOutcome, listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, resolveTrackingLinkOrigin, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost,  };
+ */ export { listTrackingHosts, lockdownRefusal, logOrgActivity, removeTrackingHost, resolveOrgPermissions, resolveTrackingLinkOrigin, setUpTrackingHost, stampRecordEmailState, verifyTrackingHost,  };
 /**
  * Whether the member holds a CATALOG permission (`data.manage`) as the
  * org's roles resolve it — custom role and per-member overrides included.
@@ -46,24 +45,5 @@ import { listTrackingHosts, removeTrackingHost, resolveTrackingLinkOrigin, setUp
         return false;
     }
 }
-/**
- * The addresses a saved Contacts view selects among one site's contacts,
- * read by the dynamic-list sweep's own scan, and whether it reached the
- * whole view.
- */ export async function crmViewEmails(input) {
-    const scan = await collectDynamicListCandidates({
-        hostId: input.hostId,
-        rule: {
-            sources: [
-                'contacts'
-            ],
-            viewId: input.viewId
-        }
-    });
-    return {
-        emails: scan.candidates.map((candidate)=>candidate.email),
-        complete: scan.complete
-    };
-}
 
 //# sourceMappingURL=platform-deps.js.map

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/platform-deps.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { creditCampaignSequenceOutcome } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { collectDynamicListCandidates } from '@aglyn/tenant-data-admin/server/dynamic-list-materialize'\nimport { stampRecordEmailState } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { lockdownRefusal } from '@aglyn/tenant-data-admin/server/lockdown'\nimport {\n  logOrgActivity,\n  memberHasOrgPermission,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport {\n  listTrackingHosts,\n  removeTrackingHost,\n  resolveTrackingLinkOrigin,\n  setUpTrackingHost,\n  verifyTrackingHost,\n} from '@aglyn/tenant-data-admin/server/tracking-hosts'\n\n/**\n * The platform's heavier server modules the Outreach routes reach\n * (AGL-2980): the permission resolver, the lockdown verdict, the activity\n * log and the saved-view sweep.\n *\n * Imported here statically, and this module is loaded by\n * `register-routes.ts` the first time a request needs one of them: the\n * manifest loads Outreach's server bundle into every console API process\n * whether or not an Outreach route is ever called, and `org-permissions`\n * alone reaches the whole tenant data barrel. Loading them through one\n * module of this plugin keeps every import of the platform's libraries a\n * static one.\n */\n\nexport {\n  creditCampaignSequenceOutcome,\n  listTrackingHosts,\n  lockdownRefusal,\n  logOrgActivity,\n  removeTrackingHost,\n  resolveOrgPermissions,\n  resolveTrackingLinkOrigin,\n  setUpTrackingHost,\n  stampRecordEmailState,\n  verifyTrackingHost,\n}\n\n/**\n * Whether the member holds a CATALOG permission (`data.manage`) as the\n * org's roles resolve it — custom role and per-member overrides included.\n * A lookup that failed has not shown the member holds it.\n */\nexport async function holdsOrgCatalogPermission(uid: string, orgId: string, key: string): Promise<boolean> {\n  try {\n    const membership = await resolveOrgMembership(uid, orgId)\n    if (!membership?.member) return false\n    return (\n      (await memberHasOrgPermission(\n        orgId,\n        membership.member,\n        key as Parameters<typeof memberHasOrgPermission>[2],\n      )) === true\n    )\n  } catch {\n    return false\n  }\n}\n\n/**\n * The addresses a saved Contacts view selects among one site's contacts,\n * read by the dynamic-list sweep's own scan, and whether it reached the\n * whole view.\n */\nexport async function crmViewEmails(input: {\n  hostId: string\n  viewId: string\n}): Promise<{ emails: string[]; complete: boolean }> {\n  const scan = await collectDynamicListCandidates({\n    hostId: input.hostId,\n    rule: { sources: ['contacts'], viewId: input.viewId },\n  })\n  return { emails: scan.candidates.map((candidate) => candidate.email), complete: scan.complete }\n}\n"],"names":["creditCampaignSequenceOutcome","collectDynamicListCandidates","stampRecordEmailState","lockdownRefusal","logOrgActivity","memberHasOrgPermission","resolveOrgMembership","resolveOrgPermissions","listTrackingHosts","removeTrackingHost","resolveTrackingLinkOrigin","setUpTrackingHost","verifyTrackingHost","holdsOrgCatalogPermission","uid","orgId","key","membership","member","crmViewEmails","input","scan","hostId","rule","sources","viewId","emails","candidates","map","candidate","email","complete"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,6BAA6B,QAAQ,kEAAiE;AAC/G,SAASC,4BAA4B,QAAQ,2DAA0D;AACvG,SAASC,qBAAqB,QAAQ,wDAAuD;AAC7F,SAASC,eAAe,QAAQ,2CAA0C;AAC1E,SACEC,cAAc,EACdC,sBAAsB,EACtBC,oBAAoB,QACf,gDAA+C;AACtD,SAASC,qBAAqB,QAAQ,wCAAuC;AAC7E,SACEC,iBAAiB,EACjBC,kBAAkB,EAClBC,yBAAyB,EACzBC,iBAAiB,EACjBC,kBAAkB,QACb,iDAAgD;AAEvD;;;;;;;;;;;;CAYC,GAED,SACEZ,6BAA6B,EAC7BQ,iBAAiB,EACjBL,eAAe,EACfC,cAAc,EACdK,kBAAkB,EAClBF,qBAAqB,EACrBG,yBAAyB,EACzBC,iBAAiB,EACjBT,qBAAqB,EACrBU,kBAAkB,KACnB;AAED;;;;CAIC,GACD,OAAO,eAAeC,0BAA0BC,GAAW,EAAEC,KAAa,EAAEC,GAAW;IACrF,IAAI;QACF,MAAMC,aAAa,MAAMX,qBAAqBQ,KAAKC;QACnD,IAAI,EAACE,8BAAAA,WAAYC,MAAM,GAAE,OAAO;QAChC,OACE,AAAC,MAAMb,uBACLU,OACAE,WAAWC,MAAM,EACjBF,SACK;IAEX,EAAE,eAAM;QACN,OAAO;IACT;AACF;AAEA;;;;CAIC,GACD,OAAO,eAAeG,cAAcC,KAGnC;IACC,MAAMC,OAAO,MAAMpB,6BAA6B;QAC9CqB,QAAQF,MAAME,MAAM;QACpBC,MAAM;YAAEC,SAAS;gBAAC;aAAW;YAAEC,QAAQL,MAAMK,MAAM;QAAC;IACtD;IACA,OAAO;QAAEC,QAAQL,KAAKM,UAAU,CAACC,GAAG,CAAC,CAACC,YAAcA,UAAUC,KAAK;QAAGC,UAAUV,KAAKU,QAAQ;IAAC;AAChG"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/platform-deps.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { stampRecordEmailState } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { lockdownRefusal } from '@aglyn/tenant-data-admin/server/lockdown'\nimport {\n  logOrgActivity,\n  memberHasOrgPermission,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport {\n  listTrackingHosts,\n  removeTrackingHost,\n  resolveTrackingLinkOrigin,\n  setUpTrackingHost,\n  verifyTrackingHost,\n} from '@aglyn/tenant-data-admin/server/tracking-hosts'\n\n/**\n * The platform's heavier server modules the Outreach routes reach\n * (AGL-2980): the permission resolver, the lockdown verdict and the\n * activity log. A saved view's people are the record system's to take\n * (`plugin-person-records`).\n *\n * Imported here statically, and this module is loaded by\n * `register-routes.ts` the first time a request needs one of them: the\n * manifest loads Outreach's server bundle into every console API process\n * whether or not an Outreach route is ever called, and `org-permissions`\n * alone reaches the whole tenant data barrel. Loading them through one\n * module of this plugin keeps every import of the platform's libraries a\n * static one.\n */\n\nexport {\n  listTrackingHosts,\n  lockdownRefusal,\n  logOrgActivity,\n  removeTrackingHost,\n  resolveOrgPermissions,\n  resolveTrackingLinkOrigin,\n  setUpTrackingHost,\n  stampRecordEmailState,\n  verifyTrackingHost,\n}\n\n/**\n * Whether the member holds a CATALOG permission (`data.manage`) as the\n * org's roles resolve it — custom role and per-member overrides included.\n * A lookup that failed has not shown the member holds it.\n */\nexport async function holdsOrgCatalogPermission(uid: string, orgId: string, key: string): Promise<boolean> {\n  try {\n    const membership = await resolveOrgMembership(uid, orgId)\n    if (!membership?.member) return false\n    return (\n      (await memberHasOrgPermission(\n        orgId,\n        membership.member,\n        key as Parameters<typeof memberHasOrgPermission>[2],\n      )) === true\n    )\n  } catch {\n    return false\n  }\n}\n"],"names":["stampRecordEmailState","lockdownRefusal","logOrgActivity","memberHasOrgPermission","resolveOrgMembership","resolveOrgPermissions","listTrackingHosts","removeTrackingHost","resolveTrackingLinkOrigin","setUpTrackingHost","verifyTrackingHost","holdsOrgCatalogPermission","uid","orgId","key","membership","member"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,qBAAqB,QAAQ,wDAAuD;AAC7F,SAASC,eAAe,QAAQ,2CAA0C;AAC1E,SACEC,cAAc,EACdC,sBAAsB,EACtBC,oBAAoB,QACf,gDAA+C;AACtD,SAASC,qBAAqB,QAAQ,wCAAuC;AAC7E,SACEC,iBAAiB,EACjBC,kBAAkB,EAClBC,yBAAyB,EACzBC,iBAAiB,EACjBC,kBAAkB,QACb,iDAAgD;AAEvD;;;;;;;;;;;;;CAaC,GAED,SACEJ,iBAAiB,EACjBL,eAAe,EACfC,cAAc,EACdK,kBAAkB,EAClBF,qBAAqB,EACrBG,yBAAyB,EACzBC,iBAAiB,EACjBT,qBAAqB,EACrBU,kBAAkB,KACnB;AAED;;;;CAIC,GACD,OAAO,eAAeC,0BAA0BC,GAAW,EAAEC,KAAa,EAAEC,GAAW;IACrF,IAAI;QACF,MAAMC,aAAa,MAAMX,qBAAqBQ,KAAKC;QACnD,IAAI,EAACE,8BAAAA,WAAYC,MAAM,GAAE,OAAO;QAChC,OACE,AAAC,MAAMb,uBACLU,OACAE,WAAWC,MAAM,EACjBF,SACK;IAEX,EAAE,eAAM;QACN,OAAO;IACT;AACF"}

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

@@ -16,12 +16,12 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * limitations under the License.
  */ import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
 import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
-import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
-import { normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
 import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { readPluginPeople } from "@aglyn/aglyn/plugin-manager/plugin-person-records";
 import { readOutreachStartStepIndex } from "../engine/enrollment-state.js";
 import { firstEmailStepIndex } from "../engine/sequence-validation.js";
 import { leadAsContact } from "../enrollment/enroll-people.js";
+import { readOutreachTemplateBody } from "../enrollment/message-templates.js";
 import { outreachStepOverridesRefused, readOutreachStepOverrideRequests } from "../enrollment/step-overrides.js";
 import { OUTREACH_SAMPLE_PERSON, outreachSampleMergeContext, previewOutreachStep } from "../model/step-preview.js";
 import { readOutreachComplianceSettingsDoc } from "../storage/compliance-settings-store.js";
@@ -33,7 +33,7 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
  * The gate, then the sequence, the step and everything the step is rendered
  * from — as the request body names them — or the refusal that stops it.
  */ export async function readOutreachStepRender(deps, request, body) {
-    var _host_get, _normalizeContactEmail;
+    var _ref, _host_get, _normalizeContactEmail;
     const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId']);
     if (body['contactId'] !== undefined && !contactId) {
         return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.');
@@ -50,7 +50,6 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
     const sequenceId = readOutreachDocumentId(body['sequenceId']);
     if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.');
     const firestore = deps.firestore();
-    const org = firestore.collection('orgs').doc(caller.orgId);
     const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get();
     const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined);
     if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.');
@@ -78,22 +77,35 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
             issues: overrides.issues
         });
     }
-    const [orgSettings, mailboxSnapshot, host, template, contact, lead] = await Promise.all([
+    // The person, as the record system keeps them (AGL-3080). A lead is one
+    // org row (AGL-3275); the site is still required because a lead preview is
+    // rendered in a site's context.
+    const person = contactId ? {
+        kind: 'contact',
+        id: contactId
+    } : leadId && sequence.hostId ? {
+        kind: 'lead',
+        id: leadId
+    } : null;
+    const [orgSettings, mailboxSnapshot, host, templateBody, people] = await Promise.all([
         readOutreachComplianceSettingsDoc(firestore, caller.orgId),
         sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,
         sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,
-        step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,
-        contactId ? org.collection('contacts').doc(contactId).get() : null,
-        // One org row (AGL-3275); the site is still required because a lead
-        // preview is rendered in a site's context.
-        leadId && sequence.hostId ? org.collection('leads').doc(leadId).get() : null
+        step.templateId ? readOutreachTemplateBody(caller.orgId, step.templateId) : null,
+        person ? readPluginPeople({
+            orgId: caller.orgId,
+            records: [
+                person
+            ]
+        }) : null
     ]);
-    const leadData = (lead == null ? void 0 : lead.exists) ? lead.data() : null;
+    const record = (_ref = people == null ? void 0 : people[0]) != null ? _ref : null;
+    const leadData = (person == null ? void 0 : person.kind) === 'lead' && record ? _extends({}, record.data) : null;
     if (leadId && !leadData) {
         return outreachRefusal(404, 'contact-not-found', "That lead isn't in this sequence's site's CRM.");
     }
     const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId;
-    const contactData = (contact == null ? void 0 : contact.exists) ? contact.data() : leadData ? leadAsContact(leadData, contactGroupId) : null;
+    const contactData = (person == null ? void 0 : person.kind) === 'contact' && record ? _extends({}, record.data) : leadData ? leadAsContact(leadData, contactGroupId) : null;
     if (contactId && (!contactData || !visibleToHost(contactData['visibleTo'], sequence.hostId))) {
         return outreachRefusal(404, 'contact-not-found', "That contact isn't in this sequence's site's CRM.");
     }
@@ -129,7 +141,7 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
             merge,
             email: contactData ? (_normalizeContactEmail = normalizeContactEmail(contactData['email'])) != null ? _normalizeContactEmail : '' : OUTREACH_SAMPLE_PERSON.email,
             personalLine,
-            templateBody: (template == null ? void 0 : template.exists) ? normalizeCrmEmailTemplate(template.data()).body : null,
+            templateBody,
             stepOverrides: overrides.overrides
         }, startStepIndex > 0 ? {
             startStepIndex

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/preview-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { readOutreachStartStepIndex } from '../engine/enrollment-state'\nimport { firstEmailStepIndex } from '../engine/sequence-validation'\nimport { leadAsContact } from '../enrollment/enroll-people'\nimport { outreachStepOverridesRefused, readOutreachStepOverrideRequests } from '../enrollment/step-overrides'\nimport type { OutreachPreviewResponse } from '../model/outreach-api'\nimport type { OutreachEmailStep, OutreachMailbox, OutreachSequence } from '../model/outreach.types'\nimport {\n  OUTREACH_SAMPLE_PERSON,\n  outreachSampleMergeContext,\n  previewOutreachStep,\n  type OutreachStepPreviewInput,\n} from '../model/step-preview'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE } from './enroll-routes'\nimport type { OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):\n * `outreach/preview`.\n *\n * Written from what is stored — the sequence, the CRM template a step names,\n * the mailbox it sends as, the organization's footer — by the engine's own\n * composer (`previewOutreachStep`), for a real contact with the personal\n * line the rep is writing, or for a sample person. The enroll dialog shows\n * it beside each person before Confirm, so the rep reads the sentence they\n * wrote in the email it goes into.\n *\n * A real contact is read from the CRM, so naming one asks for `data.manage`\n * as enrolling does; the sample person asks for nothing more.\n *\n * The reading is {@link readOutreachStepRender}, shared with the test send\n * (`step-test-routes.ts`, AGL-3325): a test is the preview's own email,\n * sent — so both routes read the same records through the same gate, and\n * what a member reads on screen is what arrives in their inbox.\n */\n\n/** What a preview and a test both read before the composer runs. */\nexport interface OutreachStepRender {\n  caller: OutreachRouteCaller\n  sequence: OutreachSequence\n  stepIndex: number\n  step: OutreachEmailStep\n  /** The sequence's mailbox as stored, or `null` when it names none or the mailbox is gone. */\n  mailbox: OutreachMailbox | null\n  /** The composer's input: the person, the line, the footer, the template. */\n  input: OutreachStepPreviewInput\n}\n\n/**\n * The gate, then the sequence, the step and everything the step is rendered\n * from — as the request body names them — or the refusal that stops it.\n */\nexport async function readOutreachStepRender(\n  deps: OutreachRouteDeps,\n  request: Request,\n  body: Record<string, unknown>,\n): Promise<Response | OutreachStepRender> {\n  const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n  if (body['contactId'] !== undefined && !contactId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.')\n  }\n  // A lead the sequence's site holds (AGL-3234), previewed as the contact it would be.\n  const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n  if (body['leadId'] !== undefined && !leadId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the lead to preview for.')\n  }\n  const caller = await outreachRouteGate(\n    request,\n    body['orgId'],\n    deps.gate,\n    contactId || leadId ? [OUTREACH_READS_PEOPLE] : [],\n  )\n  if (caller instanceof Response) return caller\n  const sequenceId = readOutreachDocumentId(body['sequenceId'])\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.')\n  const firestore = deps.firestore()\n  const org = firestore.collection('orgs').doc(caller.orgId)\n  const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n\n  // Where the enrollment would begin (AGL-3228): the email written is the\n  // first one sent from there, and it starts the thread.\n  const start = readOutreachStartStepIndex(body['startStepIndex'], sequence.steps)\n  if (start.refusal !== null) return outreachRefusal(400, 'invalid-start-step', start.refusal)\n  const startStepIndex = start.startStepIndex\n  const requested = body['stepIndex']\n  const stepIndex =\n    typeof requested === 'number' ? requested : firstEmailStepIndex(sequence.steps, startStepIndex)\n  const step = sequence.steps[stepIndex]\n  if (step?.kind !== 'email') {\n    return outreachRefusal(\n      400,\n      'invalid-request',\n      stepIndex < 0 && startStepIndex > 0\n        ? `No email is sent from step ${startStepIndex + 1} on.`\n        : 'That step does not send an email.',\n    )\n  }\n  // The person's copies of steps as the dialog holds them (AGL-3324): the\n  // preview shows the curated version, held to the rules a stored one is —\n  // and a test send (AGL-3325) sends it.\n  const overrides = readOutreachStepOverrideRequests(\n    body['stepOverrides'],\n    sequence.steps,\n    { uid: caller.uid, nowMs: deps.now() },\n    startStepIndex,\n  )\n  if (outreachStepOverridesRefused(overrides)) {\n    return outreachRefusal(\n      400,\n      'invalid-override',\n      overrides.refusal ?? 'A curated step breaks a rule every sequence email keeps.',\n      { issues: overrides.issues },\n    )\n  }\n\n  const [orgSettings, mailboxSnapshot, host, template, contact, lead] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,\n    sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,\n    step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,\n    contactId ? org.collection('contacts').doc(contactId).get() : null,\n    // One org row (AGL-3275); the site is still required because a lead\n    // preview is rendered in a site's context.\n    leadId && sequence.hostId ? org.collection('leads').doc(leadId).get() : null,\n  ])\n  const leadData = lead?.exists ? (lead.data() as Record<string, unknown>) : null\n  if (leadId && !leadData) {\n    return outreachRefusal(404, 'contact-not-found', \"That lead isn't in this sequence's site's CRM.\")\n  }\n  const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId\n  const contactData = contact?.exists\n    ? (contact.data() as Record<string, unknown>)\n    : leadData\n      ? leadAsContact(leadData, contactGroupId)\n      : null\n  if (\n    contactId &&\n    (!contactData || !visibleToHost(contactData['visibleTo'] as string[] | undefined, sequence.hostId))\n  ) {\n    return outreachRefusal(404, 'contact-not-found', \"That contact isn't in this sequence's site's CRM.\")\n  }\n  const mailbox = readStoredOutreachMailbox(\n    sequence.mailboxId,\n    mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n  )\n  const sender = mailbox ? { name: mailbox.displayName, email: mailbox.sendAs || mailbox.email } : null\n  const siteName = host?.exists ? String(host.get('name') ?? '') : ''\n  const merge = contactData\n    ? {\n        contact: contactData,\n        contactGroupId,\n        lead: leadData,\n        sender,\n        site: { name: siteName },\n      }\n    : outreachSampleMergeContext({ sender, siteName })\n  const personalLine =\n    typeof body['personalLine'] === 'string'\n      ? body['personalLine']\n      : contactData\n        ? ''\n        : OUTREACH_SAMPLE_PERSON.personalLine\n  return {\n    caller,\n    sequence,\n    stepIndex,\n    step,\n    mailbox,\n    input: {\n      steps: sequence.steps,\n      stepIndex,\n      orgSettings,\n      merge,\n      email: contactData ? (normalizeContactEmail(contactData['email']) ?? '') : OUTREACH_SAMPLE_PERSON.email,\n      personalLine,\n      templateBody: template?.exists\n        ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body\n        : null,\n      stepOverrides: overrides.overrides,\n      ...(startStepIndex > 0 ? { startStepIndex } : {}),\n    },\n  }\n}\n\nexport function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler {\n  return async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const loaded = await readOutreachStepRender(deps, request, body)\n    if (loaded instanceof Response) return loaded\n    const result = previewOutreachStep(loaded.input)\n    return outreachOk({\n      ok: true,\n      stepIndex: loaded.stepIndex,\n      subject: result.email?.subject ?? '',\n      text: result.email?.text ?? '',\n      unresolvedFields: result.unresolvedFields,\n      error: result.error,\n    } satisfies OutreachPreviewResponse)\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/preview-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { readPluginPeople } from '@aglyn/aglyn/plugin-manager/plugin-person-records'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { readOutreachStartStepIndex } from '../engine/enrollment-state'\nimport { firstEmailStepIndex } from '../engine/sequence-validation'\nimport { leadAsContact } from '../enrollment/enroll-people'\nimport { readOutreachTemplateBody } from '../enrollment/message-templates'\nimport { outreachStepOverridesRefused, readOutreachStepOverrideRequests } from '../enrollment/step-overrides'\nimport type { OutreachPreviewResponse } from '../model/outreach-api'\nimport type { OutreachEmailStep, OutreachMailbox, OutreachSequence } from '../model/outreach.types'\nimport {\n  OUTREACH_SAMPLE_PERSON,\n  outreachSampleMergeContext,\n  previewOutreachStep,\n  type OutreachStepPreviewInput,\n} from '../model/step-preview'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE } from './enroll-routes'\nimport type { OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):\n * `outreach/preview`.\n *\n * Written from what is stored — the sequence, the CRM template a step names,\n * the mailbox it sends as, the organization's footer — by the engine's own\n * composer (`previewOutreachStep`), for a real contact with the personal\n * line the rep is writing, or for a sample person. The enroll dialog shows\n * it beside each person before Confirm, so the rep reads the sentence they\n * wrote in the email it goes into.\n *\n * A real contact is read from the CRM, so naming one asks for `data.manage`\n * as enrolling does; the sample person asks for nothing more.\n *\n * The reading is {@link readOutreachStepRender}, shared with the test send\n * (`step-test-routes.ts`, AGL-3325): a test is the preview's own email,\n * sent — so both routes read the same records through the same gate, and\n * what a member reads on screen is what arrives in their inbox.\n */\n\n/** What a preview and a test both read before the composer runs. */\nexport interface OutreachStepRender {\n  caller: OutreachRouteCaller\n  sequence: OutreachSequence\n  stepIndex: number\n  step: OutreachEmailStep\n  /** The sequence's mailbox as stored, or `null` when it names none or the mailbox is gone. */\n  mailbox: OutreachMailbox | null\n  /** The composer's input: the person, the line, the footer, the template. */\n  input: OutreachStepPreviewInput\n}\n\n/**\n * The gate, then the sequence, the step and everything the step is rendered\n * from — as the request body names them — or the refusal that stops it.\n */\nexport async function readOutreachStepRender(\n  deps: OutreachRouteDeps,\n  request: Request,\n  body: Record<string, unknown>,\n): Promise<Response | OutreachStepRender> {\n  const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n  if (body['contactId'] !== undefined && !contactId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.')\n  }\n  // A lead the sequence's site holds (AGL-3234), previewed as the contact it would be.\n  const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n  if (body['leadId'] !== undefined && !leadId) {\n    return outreachRefusal(400, 'invalid-request', 'Name the lead to preview for.')\n  }\n  const caller = await outreachRouteGate(\n    request,\n    body['orgId'],\n    deps.gate,\n    contactId || leadId ? [OUTREACH_READS_PEOPLE] : [],\n  )\n  if (caller instanceof Response) return caller\n  const sequenceId = readOutreachDocumentId(body['sequenceId'])\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.')\n  const firestore = deps.firestore()\n  const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n\n  // Where the enrollment would begin (AGL-3228): the email written is the\n  // first one sent from there, and it starts the thread.\n  const start = readOutreachStartStepIndex(body['startStepIndex'], sequence.steps)\n  if (start.refusal !== null) return outreachRefusal(400, 'invalid-start-step', start.refusal)\n  const startStepIndex = start.startStepIndex\n  const requested = body['stepIndex']\n  const stepIndex =\n    typeof requested === 'number' ? requested : firstEmailStepIndex(sequence.steps, startStepIndex)\n  const step = sequence.steps[stepIndex]\n  if (step?.kind !== 'email') {\n    return outreachRefusal(\n      400,\n      'invalid-request',\n      stepIndex < 0 && startStepIndex > 0\n        ? `No email is sent from step ${startStepIndex + 1} on.`\n        : 'That step does not send an email.',\n    )\n  }\n  // The person's copies of steps as the dialog holds them (AGL-3324): the\n  // preview shows the curated version, held to the rules a stored one is —\n  // and a test send (AGL-3325) sends it.\n  const overrides = readOutreachStepOverrideRequests(\n    body['stepOverrides'],\n    sequence.steps,\n    { uid: caller.uid, nowMs: deps.now() },\n    startStepIndex,\n  )\n  if (outreachStepOverridesRefused(overrides)) {\n    return outreachRefusal(\n      400,\n      'invalid-override',\n      overrides.refusal ?? 'A curated step breaks a rule every sequence email keeps.',\n      { issues: overrides.issues },\n    )\n  }\n\n  // The person, as the record system keeps them (AGL-3080). A lead is one\n  // org row (AGL-3275); the site is still required because a lead preview is\n  // rendered in a site's context.\n  const person = contactId\n    ? ({ kind: 'contact', id: contactId } as const)\n    : leadId && sequence.hostId\n      ? ({ kind: 'lead', id: leadId } as const)\n      : null\n  const [orgSettings, mailboxSnapshot, host, templateBody, people] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,\n    sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,\n    step.templateId ? readOutreachTemplateBody(caller.orgId, step.templateId) : null,\n    person ? readPluginPeople({ orgId: caller.orgId, records: [person] }) : null,\n  ])\n  const record = people?.[0] ?? null\n  const leadData = person?.kind === 'lead' && record ? { ...record.data } : null\n  if (leadId && !leadData) {\n    return outreachRefusal(404, 'contact-not-found', \"That lead isn't in this sequence's site's CRM.\")\n  }\n  const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId\n  const contactData =\n    person?.kind === 'contact' && record\n      ? { ...record.data }\n      : leadData\n      ? leadAsContact(leadData, contactGroupId)\n      : null\n  if (\n    contactId &&\n    (!contactData || !visibleToHost(contactData['visibleTo'] as string[] | undefined, sequence.hostId))\n  ) {\n    return outreachRefusal(404, 'contact-not-found', \"That contact isn't in this sequence's site's CRM.\")\n  }\n  const mailbox = readStoredOutreachMailbox(\n    sequence.mailboxId,\n    mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n  )\n  const sender = mailbox ? { name: mailbox.displayName, email: mailbox.sendAs || mailbox.email } : null\n  const siteName = host?.exists ? String(host.get('name') ?? '') : ''\n  const merge = contactData\n    ? {\n        contact: contactData,\n        contactGroupId,\n        lead: leadData,\n        sender,\n        site: { name: siteName },\n      }\n    : outreachSampleMergeContext({ sender, siteName })\n  const personalLine =\n    typeof body['personalLine'] === 'string'\n      ? body['personalLine']\n      : contactData\n        ? ''\n        : OUTREACH_SAMPLE_PERSON.personalLine\n  return {\n    caller,\n    sequence,\n    stepIndex,\n    step,\n    mailbox,\n    input: {\n      steps: sequence.steps,\n      stepIndex,\n      orgSettings,\n      merge,\n      email: contactData ? (normalizeContactEmail(contactData['email']) ?? '') : OUTREACH_SAMPLE_PERSON.email,\n      personalLine,\n      templateBody,\n      stepOverrides: overrides.overrides,\n      ...(startStepIndex > 0 ? { startStepIndex } : {}),\n    },\n  }\n}\n\nexport function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler {\n  return async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const loaded = await readOutreachStepRender(deps, request, body)\n    if (loaded instanceof Response) return loaded\n    const result = previewOutreachStep(loaded.input)\n    return outreachOk({\n      ok: true,\n      stepIndex: loaded.stepIndex,\n      subject: result.email?.subject ?? '',\n      text: result.email?.text ?? '',\n      unresolvedFields: result.unresolvedFields,\n      error: result.error,\n    } satisfies OutreachPreviewResponse)\n  }\n}\n"],"names":["consentGroupForHost","normalizeContactEmail","visibleToHost","readPluginPeople","readOutreachStartStepIndex","firstEmailStepIndex","leadAsContact","readOutreachTemplateBody","outreachStepOverridesRefused","readOutreachStepOverrideRequests","OUTREACH_SAMPLE_PERSON","outreachSampleMergeContext","previewOutreachStep","readOutreachComplianceSettingsDoc","outreachOrgCollection","readStoredOutreachMailbox","readStoredOutreachSequence","OUTREACH_READS_PEOPLE","outreachRouteGate","outreachMethodNotAllowed","outreachOk","outreachRefusal","readOutreachDocumentId","readOutreachJsonBody","readOutreachStepRender","deps","request","body","host","contactId","undefined","leadId","caller","gate","Response","sequenceId","firestore","snapshot","orgId","doc","get","sequence","exists","data","start","steps","refusal","startStepIndex","requested","stepIndex","step","kind","overrides","uid","nowMs","now","issues","person","id","hostId","orgSettings","mailboxSnapshot","templateBody","people","Promise","all","mailboxId","collection","templateId","records","record","leadData","contactGroupId","org","groupId","contactData","mailbox","sender","name","displayName","email","sendAs","siteName","String","merge","contact","lead","site","personalLine","input","stepOverrides","createOutreachPreviewRoute","result","method","loaded","ok","subject","text","unresolvedFields","error"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,mBAAmB,QAAQ,wCAAuC;AAC3E,SAASC,qBAAqB,QAAQ,kCAAiC;AACvE,SAASC,aAAa,QAAQ,sCAAqC;AACnE,SAASC,gBAAgB,QAAQ,oDAAmD;AAEpF,SAASC,0BAA0B,QAAQ,gCAA4B;AACvE,SAASC,mBAAmB,QAAQ,mCAA+B;AACnE,SAASC,aAAa,QAAQ,iCAA6B;AAC3D,SAASC,wBAAwB,QAAQ,qCAAiC;AAC1E,SAASC,4BAA4B,EAAEC,gCAAgC,QAAQ,kCAA8B;AAG7G,SACEC,sBAAsB,EACtBC,0BAA0B,EAC1BC,mBAAmB,QAEd,2BAAuB;AAC9B,SAASC,iCAAiC,QAAQ,0CAAsC;AACxF,SACEC,qBAAqB,EACrBC,yBAAyB,EACzBC,0BAA0B,QACrB,iCAA6B;AACpC,SAASC,qBAAqB,QAAQ,qBAAiB;AAEvD,SAASC,iBAAiB,QAAkC,kBAAc;AAC1E,SACEC,wBAAwB,EACxBC,UAAU,EACVC,eAAe,EACfC,sBAAsB,EACtBC,oBAAoB,QACf,kBAAc;AAkCrB;;;CAGC,GACD,OAAO,eAAeC,uBACpBC,IAAuB,EACvBC,OAAgB,EAChBC,IAA6B;cAmGUC,WA2Bb3B;IA5H1B,MAAM4B,YAAYF,IAAI,CAAC,YAAY,KAAKG,YAAY,OAAOR,uBAAuBK,IAAI,CAAC,YAAY;IACnG,IAAIA,IAAI,CAAC,YAAY,KAAKG,aAAa,CAACD,WAAW;QACjD,OAAOR,gBAAgB,KAAK,mBAAmB;IACjD;IACA,qFAAqF;IACrF,MAAMU,SAASJ,IAAI,CAAC,SAAS,KAAKG,YAAY,OAAOR,uBAAuBK,IAAI,CAAC,SAAS;IAC1F,IAAIA,IAAI,CAAC,SAAS,KAAKG,aAAa,CAACC,QAAQ;QAC3C,OAAOV,gBAAgB,KAAK,mBAAmB;IACjD;IACA,MAAMW,SAAS,MAAMd,kBACnBQ,SACAC,IAAI,CAAC,QAAQ,EACbF,KAAKQ,IAAI,EACTJ,aAAaE,SAAS;QAACd;KAAsB,GAAG,EAAE;IAEpD,IAAIe,kBAAkBE,UAAU,OAAOF;IACvC,MAAMG,aAAab,uBAAuBK,IAAI,CAAC,aAAa;IAC5D,IAAI,CAACQ,YAAY,OAAOd,gBAAgB,KAAK,mBAAmB;IAChE,MAAMe,YAAYX,KAAKW,SAAS;IAChC,MAAMC,WAAW,MAAMvB,sBAAsBsB,WAAWJ,OAAOM,KAAK,EAAE,aAAaC,GAAG,CAACJ,YAAYK,GAAG;IACtG,MAAMC,WAAWzB,2BAA2BmB,YAAYE,SAASK,MAAM,GAAGL,SAASM,IAAI,KAAKb;IAC5F,IAAI,CAACW,UAAU,OAAOpB,gBAAgB,KAAK,sBAAsB;IAEjE,wEAAwE;IACxE,uDAAuD;IACvD,MAAMuB,QAAQxC,2BAA2BuB,IAAI,CAAC,iBAAiB,EAAEc,SAASI,KAAK;IAC/E,IAAID,MAAME,OAAO,KAAK,MAAM,OAAOzB,gBAAgB,KAAK,sBAAsBuB,MAAME,OAAO;IAC3F,MAAMC,iBAAiBH,MAAMG,cAAc;IAC3C,MAAMC,YAAYrB,IAAI,CAAC,YAAY;IACnC,MAAMsB,YACJ,OAAOD,cAAc,WAAWA,YAAY3C,oBAAoBoC,SAASI,KAAK,EAAEE;IAClF,MAAMG,OAAOT,SAASI,KAAK,CAACI,UAAU;IACtC,IAAIC,CAAAA,wBAAAA,KAAMC,IAAI,MAAK,SAAS;QAC1B,OAAO9B,gBACL,KACA,mBACA4B,YAAY,KAAKF,iBAAiB,IAC9B,CAAC,2BAA2B,EAAEA,iBAAiB,EAAE,IAAI,CAAC,GACtD;IAER;IACA,wEAAwE;IACxE,yEAAyE;IACzE,uCAAuC;IACvC,MAAMK,YAAY3C,iCAChBkB,IAAI,CAAC,gBAAgB,EACrBc,SAASI,KAAK,EACd;QAAEQ,KAAKrB,OAAOqB,GAAG;QAAEC,OAAO7B,KAAK8B,GAAG;IAAG,GACrCR;IAEF,IAAIvC,6BAA6B4C,YAAY;YAIzCA;QAHF,OAAO/B,gBACL,KACA,qBACA+B,qBAAAA,UAAUN,OAAO,YAAjBM,qBAAqB,4DACrB;YAAEI,QAAQJ,UAAUI,MAAM;QAAC;IAE/B;IAEA,wEAAwE;IACxE,2EAA2E;IAC3E,gCAAgC;IAChC,MAAMC,SAAS5B,YACV;QAAEsB,MAAM;QAAWO,IAAI7B;IAAU,IAClCE,UAAUU,SAASkB,MAAM,GACtB;QAAER,MAAM;QAAQO,IAAI3B;IAAO,IAC5B;IACN,MAAM,CAAC6B,aAAaC,iBAAiBjC,MAAMkC,cAAcC,OAAO,GAAG,MAAMC,QAAQC,GAAG,CAAC;QACnFpD,kCAAkCuB,WAAWJ,OAAOM,KAAK;QACzDG,SAASyB,SAAS,GAAGpD,sBAAsBsB,WAAWJ,OAAOM,KAAK,EAAE,aAAaC,GAAG,CAACE,SAASyB,SAAS,EAAE1B,GAAG,KAAK;QACjHC,SAASkB,MAAM,GAAGvB,UAAU+B,UAAU,CAAC,SAAS5B,GAAG,CAACE,SAASkB,MAAM,EAAEnB,GAAG,KAAK;QAC7EU,KAAKkB,UAAU,GAAG7D,yBAAyByB,OAAOM,KAAK,EAAEY,KAAKkB,UAAU,IAAI;QAC5EX,SAAStD,iBAAiB;YAAEmC,OAAON,OAAOM,KAAK;YAAE+B,SAAS;gBAACZ;aAAO;QAAC,KAAK;KACzE;IACD,MAAMa,iBAASP,0BAAAA,MAAQ,CAAC,EAAE,mBAAI;IAC9B,MAAMQ,WAAWd,CAAAA,0BAAAA,OAAQN,IAAI,MAAK,UAAUmB,SAAS,aAAKA,OAAO3B,IAAI,IAAK;IAC1E,IAAIZ,UAAU,CAACwC,UAAU;QACvB,OAAOlD,gBAAgB,KAAK,qBAAqB;IACnD;IACA,MAAMmD,iBAAiBxE,oBAAoBgC,OAAOyC,GAAG,EAAEhC,SAASkB,MAAM,EAAEe,OAAO;IAC/E,MAAMC,cACJlB,CAAAA,0BAAAA,OAAQN,IAAI,MAAK,aAAamB,SAC1B,aAAKA,OAAO3B,IAAI,IAChB4B,WACAjE,cAAciE,UAAUC,kBACxB;IACN,IACE3C,aACC,CAAA,CAAC8C,eAAe,CAACzE,cAAcyE,WAAW,CAAC,YAAY,EAA0BlC,SAASkB,MAAM,CAAA,GACjG;QACA,OAAOtC,gBAAgB,KAAK,qBAAqB;IACnD;IACA,MAAMuD,UAAU7D,0BACd0B,SAASyB,SAAS,EAClBL,CAAAA,mCAAAA,gBAAiBnB,MAAM,IAAGmB,gBAAgBlB,IAAI,KAAKb;IAErD,MAAM+C,SAASD,UAAU;QAAEE,MAAMF,QAAQG,WAAW;QAAEC,OAAOJ,QAAQK,MAAM,IAAIL,QAAQI,KAAK;IAAC,IAAI;IACjG,MAA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package/src/lib/routes/register-routes.js

@@ -13,7 +13,8 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { pluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
+ */ import { creditConversionOutcome } from "@aglyn/aglyn/plugin-manager/plugin-conversion-credit";
+import { pluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
 import { pluginTextGenerator } from "@aglyn/aglyn/plugin-manager/plugin-text-generation";
 import { registerPluginApiRoute } from "@aglyn/aglyn/server";
 import { firebaseAdmin } from "@aglyn/tenant-data-admin/server/firebase-admin";
@@ -64,18 +65,19 @@ export function defaultOutreachRouteDeps() {
         now: Date.now,
         random: Math.random,
         logOrgActivity: async (orgId, actor, action, target)=>(await platform()).logOrgActivity(orgId, actor, action, target),
-        crmViewEmails: async (input)=>(await platform()).crmViewEmails(input),
         stampRecordEmailState: async (stamp)=>{
             await (await platform()).stampRecordEmailState(stamp);
         },
+        // Through the plugin that credits outcomes (`plugin-conversion-credit`),
+        // which never throws and answers nothing where no plugin credits them.
         creditCampaign: async ({ hostId, orgId, campaignIds, outcome, atMs })=>{
-            await (await platform()).creditCampaignSequenceOutcome({
+            await creditConversionOutcome({
                 hostId,
                 orgId,
-                campaignIds,
+                containerIds: campaignIds,
                 outcome,
                 atMs
-            }, firebaseAdmin.app().firestore());
+            });
         },
         // The record system's writer (AGL-3274), resolved per call the way the
         // runtime resolves it: the CRM registers at boot, and a request that