@aglyn/plugins-outreach 1.0.0-beta.221 → 1.0.0-beta.222

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

@@ -17,8 +17,6 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  */ import { readContainerIds, readContactContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
 import { readContactFacet } from "@aglyn/aglyn/app-utils/contacts";
-import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
-import { normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
 import { readOrgContainers } from "@aglyn/tenant-data-admin/server/org-containers";
 import { FieldValue } from "firebase-admin/firestore";
 import { OUTREACH_CURATION_SYSTEM, outreachCurationPrompt, parseOutreachCurationAnswer } from "../engine/curation-prompt.js";
@@ -26,6 +24,7 @@ import { outreachCuratedEntry } from "../engine/enrollment-activity.js";
 import { OUTREACH_OPEN_ENROLLMENT_STATUSES } from "../engine/gates.js";
 import { hasOutreachValidationErrors, isInThreadEmailStep, validateOutreachCuratedStep } from "../engine/sequence-validation.js";
 import { readOutreachEnrollCandidates } from "../enrollment/enroll-people.js";
+import { readOutreachTemplateBody } from "../enrollment/message-templates.js";
 import { readOutreachStepOverrideRequest } from "../enrollment/step-overrides.js";
 import { OUTREACH_MAX_EMAIL_STEPS } from "../model/outreach.types.js";
 import { fileOutreachNote } from "../runtime/timeline.js";
@@ -206,14 +205,13 @@ const texts = (value)=>Array.isArray(value) ? value.map(text).filter(Boolean) :
 }
 /** The email steps to draft, as the prompt states them: the step's words, or its template's. */ async function curationSteps(firestore, orgId, sequence, stepIndexes) {
     const emails = emailStepIndexes(sequence);
-    const templates = firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates);
     return Promise.all(stepIndexes.map(async (stepIndex)=>{
         const step = sequence.steps[stepIndex];
         if ((step == null ? void 0 : step.kind) !== 'email') throw new Error(`step ${stepIndex} is not an email`);
         let body = step.body;
         if (step.templateId) {
-            const template = await templates.doc(step.templateId).get();
-            body = template.exists ? normalizeCrmEmailTemplate(template.data()).body : '';
+            var _ref;
+            body = (_ref = await readOutreachTemplateBody(orgId, step.templateId)) != null ? _ref : '';
         }
         return {
             stepIndex,
@@ -249,7 +247,7 @@ export function createOutreachCurateRoutes(deps) {
         const subject = await draftSubject(firestore, caller, body);
         if (subject instanceof Response) return subject;
         const contactGroupId = consentGroupForHost(caller.org, subject.sequence.hostId).groupId;
-        const [candidate] = await readOutreachEnrollCandidates(firestore, {
+        const [candidate] = await readOutreachEnrollCandidates({
             orgId: caller.orgId,
             hostId: subject.sequence.hostId,
             contactGroupId,

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

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

@@ -50,18 +50,6 @@ import { type OutreachRouteExtraPermission } from './route-gate';
 export declare const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission;
 /** Everything enrolling reaches beyond the routes' own dependencies. */
 export interface OutreachEnrollRouteDeps extends OutreachRouteDeps {
-    /**
-     * The addresses a saved Contacts view selects among one site's contacts,
-     * read the way the dynamic-list sweep reads one, and whether the read
-     * reached the whole view before its budget.
-     */
-    crmViewEmails(input: {
-        hostId: string;
-        viewId: string;
-    }): Promise<{
-        emails: string[];
-        complete: boolean;
-    }>;
     /**
      * The workspace's record system on the timeline seam (AGL-3274), when a
      * plugin keeps one: the enroll files "Enrolled in" on the person's record

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

@@ -14,15 +14,11 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { containerMembershipField, contactContainerFieldPath, normalizeContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
+ */ import { stampRecordOrigin } from "@aglyn/aglyn/plugin-manager/plugin-record-origin";
+import { normalizeContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
-import { scopeTokensForHost, seenOnlyThroughGrant } from "@aglyn/aglyn/app-utils/scope-tokens";
-import { CRM_COLLECTIONS, crmLeadStatus, crmViewIsListed, isCrmLeadOpen, normalizeCrmViewFilters } from "@aglyn/aglyn/app-utils/crm";
-import { dynamicListDimensionsForCrmView } from "@aglyn/aglyn/app-utils/dynamic-list-rule";
-import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
+import { filePluginPersonUnder, pluginPeopleInView } from "@aglyn/aglyn/plugin-manager/plugin-person-records";
 import { readOrgContainers } from "@aglyn/tenant-data-admin/server/org-containers";
-import { restampCrmListFieldsAt } from "@aglyn/tenant-data-admin/server/crm-records";
-import { FieldValue } from "firebase-admin/firestore";
 import { outreachCuratedEntry, outreachEnrolledEntry } from "../engine/enrollment-activity.js";
 import { buildOutreachEnrollment, planOutreachFirstDue, readOutreachStartStepIndex } from "../engine/enrollment-state.js";
 import { outreachEnrollmentSearchTokens } from "../enrollment/enrollment-search.js";
@@ -140,7 +136,7 @@ async function enrollContext(firestore, caller, sequence) {
     }
 }
 async function readPeople(firestore, caller, sequence, context, people, gateway) {
-    const candidates = await readOutreachEnrollCandidates(firestore, {
+    const candidates = await readOutreachEnrollCandidates({
         orgId: caller.orgId,
         hostId: sequence.hostId,
         contactGroupId: context.contactGroupId,
@@ -181,43 +177,6 @@ async function readPeople(firestore, caller, sequence, context, people, gateway)
 const uniqueIds = (values)=>Array.isArray(values) ? [
         ...new Set(values.map(readOutreachDocumentId).filter((id)=>id !== null))
     ] : [];
-/** The most leads a saved Leads view reads — the Leads list's own window. */ const LEADS_VIEW_WINDOW = 200;
-/**
- * The people a saved LEADS view selects (AGL-3234): the sequence's site's
- * most recently seen leads, narrowed by the view's status clause the way
- * the Leads list narrows its window — open leads when the view names no
- * status, one status when it does, everything for `all`. The person key IS
- * the id, so there is no address to resolve — and since AGL-3275 the window is
- * narrowed by `visibleTo` rather than by the collection's parent.
- */ async function leadsViewPeople(firestore, orgId, sequence, filters) {
-    var _ref;
-    const statusClause = filters.find((clause)=>clause.field === 'status' && clause.op === 'equals');
-    const wanted = String((_ref = statusClause == null ? void 0 : statusClause.value) != null ? _ref : 'open');
-    /*
-   * SCOPED (AGL-3275). The collection is org-wide, so the window is narrowed
-   * to what the sequence's site may see before it is ordered — otherwise an
-   * agency's sequence would offer another client's people to enroll. The
-   * composite index for `visibleTo array-contains-any` + `lastSeenAtMs desc`
-   * is in `cloud/firestore.indexes.json`.
-   */ const window = await firestore.collection('orgs').doc(orgId).collection('leads').where('visibleTo', 'array-contains-any', scopeTokensForHost(sequence.hostId)).orderBy('lastSeenAtMs', 'desc').limit(LEADS_VIEW_WINDOW + 1).get();
-    const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc)=>{
-        const lead = doc.data();
-        // Held, not merely seen: a lead shared with this site (AGL-3336) is not
-        // its to sequence.
-        if (seenOnlyThroughGrant(lead, sequence.hostId)) return false;
-        if (wanted === 'all') return true;
-        if (wanted === 'open') return isCrmLeadOpen(lead) && !lead['convertedContactId'];
-        return crmLeadStatus(lead) === wanted;
-    });
-    return {
-        people: matching.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((doc)=>({
-                kind: 'lead',
-                id: doc.id
-            })),
-        total: matching.length,
-        truncated: matching.length > OUTREACH_ENROLL_BATCH_MAX || window.docs.length > LEADS_VIEW_WINDOW
-    };
-}
 export function createOutreachEnrollRoutes(deps) {
     /**
    * The person joins the sequence's campaigns (AGL-3254), the moment they
@@ -228,20 +187,25 @@ export function createOutreachEnrollRoutes(deps) {
    * a person the create refused joins nothing. Neither write may fail the
    * enrollment, which already exists; a membership that could not be
    * stamped is one the list's bulk bar can add by hand.
-   */ async function joinSequenceCampaigns(firestore, orgId, sequence, contactGroupId, candidate, nowMs) {
+   */ async function joinSequenceCampaigns(orgId, sequence, candidate, nowMs) {
         const campaignIds = normalizeContainerIds(sequence.campaignIds);
         if (!campaignIds.length) return;
         try {
-            const ref = candidate.target === 'lead' && candidate.leadId ? firestore.collection('orgs').doc(orgId).collection('leads').doc(candidate.leadId) : candidate.contactId ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId) : null;
-            if (ref) {
-                const field = candidate.target === 'lead' ? containerMembershipField('campaign') : contactContainerFieldPath(contactGroupId, 'campaign');
-                await ref.update({
-                    [field]: FieldValue.arrayUnion(...campaignIds),
-                    updatedAt: FieldValue.serverTimestamp()
+            const id = candidate.target === 'lead' ? candidate.leadId : candidate.contactId;
+            if (id) {
+                // Filed by the plugin that keeps people (AGL-3080), as the sequence's
+                // site holds the person: on a lead its own field, on a contact the
+                // site's facet — the field every other campaign member carries.
+                await filePluginPersonUnder({
+                    hostId: sequence.hostId,
+                    orgId,
+                    record: {
+                        kind: candidate.target,
+                        id
+                    },
+                    containerKind: 'campaign',
+                    ids: campaignIds
                 });
-                // A lead's campaigns are what the Leads list's Campaign filter reads
-                // under a site (AGL-3321): restamped from the lead as it now stands.
-                if (candidate.target === 'lead') await restampCrmListFieldsAt(ref, 'leads');
             }
         } catch (error) {
             console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error);
@@ -279,8 +243,7 @@ export function createOutreachEnrollRoutes(deps) {
    * search picked, every lead picked from the sequence's site, or the
    * people a saved Contacts or Leads view selects there — contacts found by
    * address, leads by their own key.
-   */ async function sourcePeople(firestore, caller, sequence, source) {
-        var _data_ownerUid;
+   */ async function sourcePeople(caller, sequence, source) {
         if (source['kind'] === 'contacts' || source['kind'] === 'leads') {
             const kind = source['kind'] === 'leads' ? 'lead' : 'contact';
             const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds']);
@@ -298,48 +261,36 @@ export function createOutreachEnrollRoutes(deps) {
             return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.');
         }
         const viewId = readOutreachDocumentId(source['viewId']);
-        const view = viewId ? await firestore.collection('orgs').doc(caller.orgId).collection(CRM_COLLECTIONS.views).doc(viewId).get() : null;
-        const data = (view == null ? void 0 : view.exists) ? view.data() : null;
-        // A colleague's private view is theirs: it is not listed for this
-        // reader, so it does not exist for them here either.
-        if (!viewId || !data || !crmViewIsListed({
-            shared: data['shared'] === true,
-            ownerUid: String((_data_ownerUid = data['ownerUid']) != null ? _data_ownerUid : '')
-        }, caller.uid)) {
+        // The record system takes the view for the sequence's site (AGL-3080):
+        // a colleague's private view is theirs, so it does not exist for this
+        // member; a Leads view takes the site's leads by the view's status, a
+        // Contacts view the contacts it selects there.
+        const taken = viewId ? await pluginPeopleInView({
+            orgId: caller.orgId,
+            hostId: sequence.hostId,
+            viewId,
+            viewerUid: caller.uid,
+            limit: OUTREACH_ENROLL_BATCH_MAX
+        }) : null;
+        if (!taken || taken.ok === false && taken.reason === 'not-found') {
             return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.');
         }
-        if (data['section'] === 'leads') {
-            return leadsViewPeople(firestore, caller.orgId, sequence, normalizeCrmViewFilters(data['filters']));
-        }
-        if (data['section'] !== 'contacts') {
+        if (taken.ok === false && taken.reason === 'not-people') {
             return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.');
         }
-        const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']));
-        if (unsupported.length) {
+        if (taken.ok === false) {
+            var _taken_unsupported;
             // Dropping the filter enrolling cannot read would enroll more people
             // than the view shows, so the view is refused whole.
-            return outreachRefusal(400, 'view-unsupported', `This view filters on ${unsupported.map((clause)=>clause.label || clause.field).join(', ')}, which enrolling can't apply. Pick another view, or search.`);
+            return outreachRefusal(400, 'view-unsupported', `This view filters on ${((_taken_unsupported = taken.unsupported) != null ? _taken_unsupported : []).join(', ') || 'something'}, which enrolling can't apply. Pick another view, or search.`);
         }
-        const { emails, complete } = await deps.crmViewEmails({
-            hostId: sequence.hostId,
-            viewId
-        });
-        const ordered = [
-            ...new Set(emails)
-        ].sort();
-        const contacts = firestore.collection('orgs').doc(caller.orgId).collection('contacts');
-        const found = await Promise.all(ordered.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((email)=>findContactByEmail(contacts, email, {
-                hostId: sequence.hostId
-            })));
         return {
-            people: [
-                ...new Set(found.filter((snapshot)=>snapshot).map((snapshot)=>String(snapshot == null ? void 0 : snapshot.id)))
-            ].map((id)=>({
-                    kind: 'contact',
-                    id
+            people: taken.people.map((person)=>({
+                    kind: person.kind === 'lead' ? 'lead' : 'contact',
+                    id: person.id
                 })),
-            total: ordered.length,
-            truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete
+            total: taken.total,
+            truncated: taken.truncated
         };
     }
     const preview = async (request)=>{
@@ -353,7 +304,7 @@ export function createOutreachEnrollRoutes(deps) {
         const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId']);
         if (sequence instanceof Response) return sequence;
         const source = body['source'] && typeof body['source'] === 'object' ? body['source'] : {};
-        const named = await sourcePeople(firestore, caller, sequence, source);
+        const named = await sourcePeople(caller, sequence, source);
         if (named instanceof Response) return named;
         const context = await enrollContext(firestore, caller, sequence);
         const { candidates, enrolledHere, lookups } = await readPeople(firestore, caller, sequence, context, named.people, {
@@ -561,7 +512,16 @@ export function createOutreachEnrollRoutes(deps) {
                     ]
                 });
             }
-            await joinSequenceCampaigns(firestore, caller.orgId, sequence, context.contactGroupId, candidate, nowMs);
+            await joinSequenceCampaigns(caller.orgId, sequence, candidate, nowMs);
+            // A person reached first by this sequence came from it (AGL-3519):
+            // the record system stamps its Sequence lead source on a record
+            // naming none, and leaves any other alone.
+            await stampRecordOrigin({
+                orgId: caller.orgId,
+                hostId: sequence.hostId,
+                email: decision.email,
+                origin: 'sequence'
+            });
             // The person's record says so (AGL-3274): "Enrolled in <sequence>",
             // with the campaigns it carried them into, once per enrollment.
             const entry = outreachEnrolledEntry({