@aglyn/plugins-workflows 1.0.0-beta.221 → 1.0.0-beta.223

package/src/lib/declarations.js

@@ -0,0 +1,37 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * 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.
+ */ // The seam from its own module, not the plugin-manager barrel: both apps load
+// this at boot, and the barrel reaches the client contexts.
+import { registerInteractionStepChecks } from "@aglyn/aglyn/plugin-manager/interaction-step-checks";
+import { BUNDLE_ID } from "./constants/bundle-common.js";
+import { hostActionStepProblem, SERVER_ACTION_STEP_TYPES } from "./model/host-actions.js";
+/**
+ * The automation editor's DECLARATIONS: what another surface reads of this
+ * plugin before any of its own surfaces load, in both apps and in the
+ * console's browser.
+ *
+ * The checks of the server steps an automation holds (AGL-3080), so a plugin
+ * that writes an automation it does not edit — a recipe installed into a
+ * site, a drafted automation graded before it is handed over — refuses what
+ * this editor would (`validateStoredInteraction`). Light by construction: the
+ * checks are pure, and nothing here reaches Firestore or React.
+ */ export function registerWorkflowsDeclarations() {
+    registerInteractionStepChecks(SERVER_ACTION_STEP_TYPES, hostActionStepProblem, {
+        pluginId: BUNDLE_ID
+    });
+}
+
+//# sourceMappingURL=declarations.js.map

package/src/lib/declarations.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/plugins/workflows/src/lib/declarations.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The seam from its own module, not the plugin-manager barrel: both apps load\n// this at boot, and the barrel reaches the client contexts.\nimport { registerInteractionStepChecks } from '@aglyn/aglyn/plugin-manager/interaction-step-checks'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { hostActionStepProblem, SERVER_ACTION_STEP_TYPES } from './model/host-actions'\n\n/**\n * The automation editor's DECLARATIONS: what another surface reads of this\n * plugin before any of its own surfaces load, in both apps and in the\n * console's browser.\n *\n * The checks of the server steps an automation holds (AGL-3080), so a plugin\n * that writes an automation it does not edit — a recipe installed into a\n * site, a drafted automation graded before it is handed over — refuses what\n * this editor would (`validateStoredInteraction`). Light by construction: the\n * checks are pure, and nothing here reaches Firestore or React.\n */\nexport function registerWorkflowsDeclarations(): void {\n  registerInteractionStepChecks(SERVER_ACTION_STEP_TYPES, hostActionStepProblem, { pluginId: BUNDLE_ID })\n}\n"],"names":["registerInteractionStepChecks","BUNDLE_ID","hostActionStepProblem","SERVER_ACTION_STEP_TYPES","registerWorkflowsDeclarations","pluginId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,4DAA4D;AAC5D,SAASA,6BAA6B,QAAQ,sDAAqD;AACnG,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,qBAAqB,EAAEC,wBAAwB,QAAQ,0BAAsB;AAEtF;;;;;;;;;;CAUC,GACD,OAAO,SAASC;IACdJ,8BAA8BG,0BAA0BD,uBAAuB;QAAEG,UAAUJ;IAAU;AACvG"}

package/src/lib/declarations.server.js

@@ -19,7 +19,10 @@ import { registerHostEventListener } from "@aglyn/tenant-runtime/host-event-list
 import { registerVariableComputer } from "@aglyn/aglyn/plugin-manager/computed-variables";
 import { registerPluginDependentsSource } from "@aglyn/aglyn/plugin-manager/plugin-dependents";
 import { registerPluginRecordIndex } from "@aglyn/aglyn/plugin-manager/plugin-record-index";
+import { registerPluginTransferResource } from "@aglyn/aglyn/plugin-manager/plugin-transfer-resources";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
+import { ORG_AUTOMATION_PACKAGE_RULES, ORG_AUTOMATIONS_TRANSFER_KEY, orgAutomationDependencies, rawOrgAutomationContent, remapOrgAutomationIds } from "./transfer/org-automations-package.js";
+/** The org automations package's server half (AGL-3535), loaded when an import or export first asks. */ const automationsPackage = async ()=>(await import("./transfer/org-automations-package.server.js")).createOrgAutomationsPackage();
 /**
  * The automation engine, as the runtime hears it.
  *
@@ -68,6 +71,20 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
  * whose boot did not run it still registers the listener the first time a
  * plugin door loads. Registering twice replaces in place.
  */ export function registerWorkflowsServerDeclarations() {
+    // Org automations in a workspace package (AGL-3535).
+    registerPluginTransferResource(ORG_AUTOMATIONS_TRANSFER_KEY, {
+        items: async (ctx)=>(await automationsPackage()).items(ctx),
+        dependencies: (item)=>orgAutomationDependencies(rawOrgAutomationContent(item)),
+        remapIds: (item, idMap)=>remapOrgAutomationIds(rawOrgAutomationContent(item), idMap),
+        readItems: async (ctx, ids)=>(await automationsPackage()).readItems(ctx, ids),
+        writeItems: async (ctx, items, writer)=>(await automationsPackage()).writeItems(ctx, items, writer),
+        revertItems: async (ctx, steps)=>(await automationsPackage()).revertItems(ctx, steps),
+        problems: async (ctx, write)=>(await automationsPackage()).problems(ctx, write),
+        referenceTargets: async (ctx, kinds)=>(await automationsPackage()).referenceTargets(ctx, kinds),
+        rules: ORG_AUTOMATION_PACKAGE_RULES
+    }, {
+        pluginId: BUNDLE_ID
+    });
     registerHostEventListener(BUNDLE_ID, workflowsHostEventListener);
     // The readers and the Admin SDK arrive with the first read, not with the boot.
     registerPluginRecordIndex('workflow', lazyIndex('workflowRecordIndex'), {

package/src/lib/declarations.server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/workflows/src/lib/declarations.server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The registry from its own module, not the runtime barrel: boot needs the\n// registry and nothing else, and the barrel reaches the data layer.\nimport {\n  type HostEventListener,\n  registerHostEventListener,\n} from '@aglyn/tenant-runtime/host-event-listeners'\nimport { registerVariableComputer } from '@aglyn/aglyn/plugin-manager/computed-variables'\nimport { registerPluginDependentsSource } from '@aglyn/aglyn/plugin-manager/plugin-dependents'\nimport {\n  registerPluginRecordIndex,\n  type PluginRecordIndex,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-index'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The automation engine, as the runtime hears it.\n *\n * Light by construction: the engine is imported when the first event\n * arrives, not when the process starts, so a process that never sees an\n * event pays for this object and nothing else.\n */\nexport const workflowsHostEventListener: HostEventListener = {\n  async onEvent(hostId, event, payload, context) {\n    const [{ runEventAutomations }, { withRunTriggerActor }] = await Promise.all([\n      import('./engine/run-event-automations'),\n      import('./engine/run-trigger-actor'),\n    ])\n    // Every run this event causes records who caused it (AGL-3376).\n    return await withRunTriggerActor(context?.actor, () =>\n      runEventAutomations(hostId, event, payload),\n    )\n  },\n  async onDispatch(hostId, automationId, event, payload, context) {\n    const [{ runSingleAction }, { withRunTriggerActor }] = await Promise.all([\n      import('./engine/run-event-actions'),\n      import('./engine/run-trigger-actor'),\n    ])\n    // A page-fired automation is always a visitor on the published page.\n    return await withRunTriggerActor(context?.actor ?? { kind: 'visitor' }, () =>\n      runSingleAction(hostId, automationId, event, payload),\n    )\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot,\n * before any door of the plugin has been called.\n *\n * The engine's host-event listener, because the doors that raise the events\n * mostly never load this plugin. A form submission and a page view are core\n * routes; a contact captured by a Stripe webhook is a core capture door. Each\n * calls `emitHostEvent`, and the listener has to be registered before the\n * first of them arrives — which is what running this from both apps'\n * `instrumentation.ts` gives.\n *\n * The indexes of the site's workflows, webhooks and actions, so another\n * surface — an AI job — reads them without reaching for this plugin's\n * collections; the workflows that call a function, which the \"Used by\"\n * scan asks this plugin for; and the site variables a workflow computes,\n * which every published page's compose asks for.\n *\n * Also called from the plugin's own API register functions, so a process\n * whose boot did not run it still registers the listener the first time a\n * plugin door loads. Registering twice replaces in place.\n */\nexport function registerWorkflowsServerDeclarations(): void {\n  registerHostEventListener(BUNDLE_ID, workflowsHostEventListener)\n  // The readers and the Admin SDK arrive with the first read, not with the boot.\n  registerPluginRecordIndex('workflow', lazyIndex('workflowRecordIndex'), { pluginId: BUNDLE_ID })\n  registerPluginRecordIndex('webhook', lazyIndex('webhookRecordIndex'), { pluginId: BUNDLE_ID })\n  registerPluginRecordIndex('action', lazyIndex('actionRecordIndex'), { pluginId: BUNDLE_ID })\n  registerPluginDependentsSource(\n    {\n      kinds: ['function'],\n      find: async (request) =>\n        (await import('./server/workflow-dependents')).findFunctionDependents(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerVariableComputer(\n    {\n      prepare: async (hostId) =>\n        (await import('./server/workflow-variables')).prepareWorkflowVariables(hostId),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n\ntype IndexName = 'workflowRecordIndex' | 'webhookRecordIndex' | 'actionRecordIndex'\n\nfunction lazyIndex(name: IndexName): PluginRecordIndex {\n  const load = async () => (await import('./server/automation-record-index'))[name]\n  return {\n    list: async (request) => (await load()).list(request),\n    get: async (request) => (await load()).get(request),\n  }\n}\n"],"names":["registerHostEventListener","registerVariableComputer","registerPluginDependentsSource","registerPluginRecordIndex","BUNDLE_ID","workflowsHostEventListener","onEvent","hostId","event","payload","context","runEventAutomations","withRunTriggerActor","Promise","all","actor","onDispatch","automationId","runSingleAction","kind","registerWorkflowsServerDeclarations","lazyIndex","pluginId","kinds","find","request","findFunctionDependents","prepare","prepareWorkflowVariables","name","load","list","get"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,2EAA2E;AAC3E,oEAAoE;AACpE,SAEEA,yBAAyB,QACpB,6CAA4C;AACnD,SAASC,wBAAwB,QAAQ,iDAAgD;AACzF,SAASC,8BAA8B,QAAQ,gDAA+C;AAC9F,SACEC,yBAAyB,QAEpB,kDAAiD;AACxD,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;;CAMC,GACD,OAAO,MAAMC,6BAAgD;IAC3D,MAAMC,SAAQC,MAAM,EAAEC,KAAK,EAAEC,OAAO,EAAEC,OAAO;QAC3C,MAAM,CAAC,EAAEC,mBAAmB,EAAE,EAAE,EAAEC,mBAAmB,EAAE,CAAC,GAAG,MAAMC,QAAQC,GAAG,CAAC;YAC3E,MAAM,CAAC;YACP,MAAM,CAAC;SACR;QACD,gEAAgE;QAChE,OAAO,MAAMF,oBAAoBF,2BAAAA,QAASK,KAAK,EAAE,IAC/CJ,oBAAoBJ,QAAQC,OAAOC;IAEvC;IACA,MAAMO,YAAWT,MAAM,EAAEU,YAAY,EAAET,KAAK,EAAEC,OAAO,EAAEC,OAAO;;QAC5D,MAAM,CAAC,EAAEQ,eAAe,EAAE,EAAE,EAAEN,mBAAmB,EAAE,CAAC,GAAG,MAAMC,QAAQC,GAAG,CAAC;YACvE,MAAM,CAAC;YACP,MAAM,CAAC;SACR;QACD,qEAAqE;QACrE,OAAO,MAAMF,4BAAoBF,2BAAAA,QAASK,KAAK,mBAAI;YAAEI,MAAM;QAAU,GAAG,IACtED,gBAAgBX,QAAQU,cAAcT,OAAOC;IAEjD;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,SAASW;IACdpB,0BAA0BI,WAAWC;IACrC,+EAA+E;IAC/EF,0BAA0B,YAAYkB,UAAU,wBAAwB;QAAEC,UAAUlB;IAAU;IAC9FD,0BAA0B,WAAWkB,UAAU,uBAAuB;QAAEC,UAAUlB;IAAU;IAC5FD,0BAA0B,UAAUkB,UAAU,sBAAsB;QAAEC,UAAUlB;IAAU;IAC1FF,+BACE;QACEqB,OAAO;YAAC;SAAW;QACnBC,MAAM,OAAOC,UACX,AAAC,CAAA,MAAM,MAAM,CAAC,kCAA8B,EAAGC,sBAAsB,CAACD;IAC1E,GACA;QAAEH,UAAUlB;IAAU;IAExBH,yBACE;QACE0B,SAAS,OAAOpB,SACd,AAAC,CAAA,MAAM,MAAM,CAAC,iCAA6B,EAAGqB,wBAAwB,CAACrB;IAC3E,GACA;QAAEe,UAAUlB;IAAU;AAE1B;AAIA,SAASiB,UAAUQ,IAAe;IAChC,MAAMC,OAAO,UAAY,AAAC,CAAA,MAAM,MAAM,CAAC,sCAAkC,CAAE,CAACD,KAAK;IACjF,OAAO;QACLE,MAAM,OAAON,UAAY,AAAC,CAAA,MAAMK,MAAK,EAAGC,IAAI,CAACN;QAC7CO,KAAK,OAAOP,UAAY,AAAC,CAAA,MAAMK,MAAK,EAAGE,GAAG,CAACP;IAC7C;AACF"}
+{"version":3,"sources":["../../../../../../libs/plugins/workflows/src/lib/declarations.server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The registry from its own module, not the runtime barrel: boot needs the\n// registry and nothing else, and the barrel reaches the data layer.\nimport {\n  type HostEventListener,\n  registerHostEventListener,\n} from '@aglyn/tenant-runtime/host-event-listeners'\nimport { registerVariableComputer } from '@aglyn/aglyn/plugin-manager/computed-variables'\nimport { registerPluginDependentsSource } from '@aglyn/aglyn/plugin-manager/plugin-dependents'\nimport {\n  registerPluginRecordIndex,\n  type PluginRecordIndex,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-index'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport {\n  ORG_AUTOMATION_PACKAGE_RULES,\n  ORG_AUTOMATIONS_TRANSFER_KEY,\n  orgAutomationDependencies,\n  rawOrgAutomationContent,\n  remapOrgAutomationIds,\n} from './transfer/org-automations-package'\n\n/** The org automations package's server half (AGL-3535), loaded when an import or export first asks. */\nconst automationsPackage = async () =>\n  (await import('./transfer/org-automations-package.server')).createOrgAutomationsPackage()\n\n/**\n * The automation engine, as the runtime hears it.\n *\n * Light by construction: the engine is imported when the first event\n * arrives, not when the process starts, so a process that never sees an\n * event pays for this object and nothing else.\n */\nexport const workflowsHostEventListener: HostEventListener = {\n  async onEvent(hostId, event, payload, context) {\n    const [{ runEventAutomations }, { withRunTriggerActor }] = await Promise.all([\n      import('./engine/run-event-automations'),\n      import('./engine/run-trigger-actor'),\n    ])\n    // Every run this event causes records who caused it (AGL-3376).\n    return await withRunTriggerActor(context?.actor, () =>\n      runEventAutomations(hostId, event, payload),\n    )\n  },\n  async onDispatch(hostId, automationId, event, payload, context) {\n    const [{ runSingleAction }, { withRunTriggerActor }] = await Promise.all([\n      import('./engine/run-event-actions'),\n      import('./engine/run-trigger-actor'),\n    ])\n    // A page-fired automation is always a visitor on the published page.\n    return await withRunTriggerActor(context?.actor ?? { kind: 'visitor' }, () =>\n      runSingleAction(hostId, automationId, event, payload),\n    )\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot,\n * before any door of the plugin has been called.\n *\n * The engine's host-event listener, because the doors that raise the events\n * mostly never load this plugin. A form submission and a page view are core\n * routes; a contact captured by a Stripe webhook is a core capture door. Each\n * calls `emitHostEvent`, and the listener has to be registered before the\n * first of them arrives — which is what running this from both apps'\n * `instrumentation.ts` gives.\n *\n * The indexes of the site's workflows, webhooks and actions, so another\n * surface — an AI job — reads them without reaching for this plugin's\n * collections; the workflows that call a function, which the \"Used by\"\n * scan asks this plugin for; and the site variables a workflow computes,\n * which every published page's compose asks for.\n *\n * Also called from the plugin's own API register functions, so a process\n * whose boot did not run it still registers the listener the first time a\n * plugin door loads. Registering twice replaces in place.\n */\nexport function registerWorkflowsServerDeclarations(): void {\n  // Org automations in a workspace package (AGL-3535).\n  registerPluginTransferResource(\n    ORG_AUTOMATIONS_TRANSFER_KEY,\n    {\n      items: async (ctx) => (await automationsPackage()).items(ctx),\n      dependencies: (item) => orgAutomationDependencies(rawOrgAutomationContent(item)),\n      remapIds: (item, idMap) => remapOrgAutomationIds(rawOrgAutomationContent(item), idMap),\n      readItems: async (ctx, ids) => (await automationsPackage()).readItems(ctx, ids),\n      writeItems: async (ctx, items, writer) => (await automationsPackage()).writeItems(ctx, items as never, writer),\n      revertItems: async (ctx, steps) => (await automationsPackage()).revertItems(ctx, steps as never),\n      problems: async (ctx, write) => (await automationsPackage()).problems(ctx, write as never),\n      referenceTargets: async (ctx, kinds) => (await automationsPackage()).referenceTargets(ctx, kinds),\n      rules: ORG_AUTOMATION_PACKAGE_RULES,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerHostEventListener(BUNDLE_ID, workflowsHostEventListener)\n  // The readers and the Admin SDK arrive with the first read, not with the boot.\n  registerPluginRecordIndex('workflow', lazyIndex('workflowRecordIndex'), { pluginId: BUNDLE_ID })\n  registerPluginRecordIndex('webhook', lazyIndex('webhookRecordIndex'), { pluginId: BUNDLE_ID })\n  registerPluginRecordIndex('action', lazyIndex('actionRecordIndex'), { pluginId: BUNDLE_ID })\n  registerPluginDependentsSource(\n    {\n      kinds: ['function'],\n      find: async (request) =>\n        (await import('./server/workflow-dependents')).findFunctionDependents(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerVariableComputer(\n    {\n      prepare: async (hostId) =>\n        (await import('./server/workflow-variables')).prepareWorkflowVariables(hostId),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n\ntype IndexName = 'workflowRecordIndex' | 'webhookRecordIndex' | 'actionRecordIndex'\n\nfunction lazyIndex(name: IndexName): PluginRecordIndex {\n  const load = async () => (await import('./server/automation-record-index'))[name]\n  return {\n    list: async (request) => (await load()).list(request),\n    get: async (request) => (await load()).get(request),\n  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package/src/lib/engine/email-merge.d.ts

@@ -0,0 +1,69 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * 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 { type CrmMergeContext, type CrmMergeResult } from '@aglyn/aglyn/app-utils/crm-email-templates';
+/**
+ * The person a step's email is about, as the payload names them when no
+ * record does: the `name` and `email` the event carried.
+ */
+export interface EmailMergePerson {
+    name?: string | null;
+    email?: string | null;
+}
+/**
+ * A `sendEmail` step's subject or body with its merge tags filled from the
+ * contact or the lead the run is about (AGL-3458), so a reply greets the
+ * person by name rather than as `{{firstName|there}}`.
+ *
+ * Both spellings a merchant has been shown resolve, because a workflow email
+ * is written by the same people who write the other two:
+ *
+ *  - the CRM's fields, `{{contact.firstName}}`, `{{lead.company}}`,
+ *    `{{site.name}}` — `resolveCrmMergeFields`, the one-to-one email's
+ *    resolver, run over the record the run resolved;
+ *  - the campaign's short tags, `{{firstName|there}}`, `{{name}}`,
+ *    `{{email}}` — `resolveMergeTags`, the campaign sender's own resolver, run
+ *    over the same person: the contact's name as this site knows it, else
+ *    the lead's, else the name the event carried.
+ *
+ * Both honor `|fallback`, and an unknown tag prints its fallback or nothing,
+ * never its braces — a typo must not reach a customer as `{{frstName}}`.
+ * Pure; the caller hands over what it read.
+ */
+export declare function resolveStepEmailMerge(text: string, context: CrmMergeContext, person?: EmailMergePerson | null): CrmMergeResult;
+/**
+ * The records a step's email is about, for its merge tags: the person the
+ * event names, as the plugin that keeps people holds them — a contact, else
+ * the lead a lead-routed form filed — and the site's name, in the shape the
+ * one-to-one email's resolver takes (`resolveStepEmailMerge`).
+ *
+ * Asked through the person-records seam (`findPluginPerson`), narrowed to
+ * what this site may see, so the engine opens no record system's storage. A
+ * workspace with no record system, or a person nobody holds yet, leaves both
+ * records out, and the tags fall back to the name and address the event
+ * carried.
+ *
+ * **Never throws.** A lookup that fails is an email with its fallbacks, never
+ * an email that did not leave.
+ */
+export declare function stepEmailMergeContext(input: {
+    hostId: string;
+    /** The address of the person the event is about. */
+    email: unknown;
+    /** The holder group whose facet names a contact: the sending site's. */
+    contactGroupId: string;
+    siteName: string;
+}): Promise<CrmMergeContext>;

package/src/lib/engine/email-merge.js

@@ -0,0 +1,98 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * 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 { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
+import { resolveCrmMergeFields } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { findPluginPerson } from "@aglyn/aglyn/plugin-manager/plugin-person-records";
+import { resolveMergeTags } from "@aglyn/shared-util-email/email-merge";
+/** One CRM field's value, through the one-to-one email's own resolver. */ const field = (key, context)=>resolveCrmMergeFields(`{{${key}}}`, context).text.trim();
+/**
+ * A `sendEmail` step's subject or body with its merge tags filled from the
+ * contact or the lead the run is about (AGL-3458), so a reply greets the
+ * person by name rather than as `{{firstName|there}}`.
+ *
+ * Both spellings a merchant has been shown resolve, because a workflow email
+ * is written by the same people who write the other two:
+ *
+ *  - the CRM's fields, `{{contact.firstName}}`, `{{lead.company}}`,
+ *    `{{site.name}}` — `resolveCrmMergeFields`, the one-to-one email's
+ *    resolver, run over the record the run resolved;
+ *  - the campaign's short tags, `{{firstName|there}}`, `{{name}}`,
+ *    `{{email}}` — `resolveMergeTags`, the campaign sender's own resolver, run
+ *    over the same person: the contact's name as this site knows it, else
+ *    the lead's, else the name the event carried.
+ *
+ * Both honor `|fallback`, and an unknown tag prints its fallback or nothing,
+ * never its braces — a typo must not reach a customer as `{{frstName}}`.
+ * Pure; the caller hands over what it read.
+ */ export function resolveStepEmailMerge(text, context, person = null) {
+    var _normalizeContactEmail;
+    const crm = resolveCrmMergeFields(text, context);
+    const name = field('contact.name', context) || field('lead.name', context) || (typeof (person == null ? void 0 : person.name) === 'string' ? person.name.trim() : '');
+    const email = field('contact.email', context) || field('lead.email', context) || ((_normalizeContactEmail = normalizeContactEmail(person == null ? void 0 : person.email)) != null ? _normalizeContactEmail : '');
+    return {
+        text: resolveMergeTags(crm.text, _extends({
+            email
+        }, name ? {
+            name
+        } : {})),
+        unresolved: crm.unresolved
+    };
+}
+/**
+ * The records a step's email is about, for its merge tags: the person the
+ * event names, as the plugin that keeps people holds them — a contact, else
+ * the lead a lead-routed form filed — and the site's name, in the shape the
+ * one-to-one email's resolver takes (`resolveStepEmailMerge`).
+ *
+ * Asked through the person-records seam (`findPluginPerson`), narrowed to
+ * what this site may see, so the engine opens no record system's storage. A
+ * workspace with no record system, or a person nobody holds yet, leaves both
+ * records out, and the tags fall back to the name and address the event
+ * carried.
+ *
+ * **Never throws.** A lookup that fails is an email with its fallbacks, never
+ * an email that did not leave.
+ */ export async function stepEmailMergeContext(input) {
+    const context = {
+        site: {
+            name: input.siteName
+        }
+    };
+    try {
+        const person = await findPluginPerson({
+            hostId: input.hostId,
+            email: input.email,
+            onlyVisibleToSite: true,
+            anyKind: true
+        });
+        const data = person ? _extends({}, person.data) : null;
+        if ((person == null ? void 0 : person.kind) === 'contact') {
+            return _extends({}, context, {
+                contact: data,
+                contactGroupId: input.contactGroupId
+            });
+        }
+        if ((person == null ? void 0 : person.kind) === 'lead') return _extends({}, context, {
+            lead: data
+        });
+    } catch (error) {
+        console.error('[workflow] email merge context could not be read', input.hostId, error);
+    }
+    return context;
+}
+
+//# sourceMappingURL=email-merge.js.map

package/src/lib/engine/email-merge.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/workflows/src/lib/engine/email-merge.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 { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  type CrmMergeContext,\n  type CrmMergeResult,\n  resolveCrmMergeFields,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { findPluginPerson } from '@aglyn/aglyn/plugin-manager/plugin-person-records'\nimport { resolveMergeTags } from '@aglyn/shared-util-email/email-merge'\n\n/**\n * The person a step's email is about, as the payload names them when no\n * record does: the `name` and `email` the event carried.\n */\nexport interface EmailMergePerson {\n  name?: string | null\n  email?: string | null\n}\n\n/** One CRM field's value, through the one-to-one email's own resolver. */\nconst field = (key: string, context: CrmMergeContext): string =>\n  resolveCrmMergeFields(`{{${key}}}`, context).text.trim()\n\n/**\n * A `sendEmail` step's subject or body with its merge tags filled from the\n * contact or the lead the run is about (AGL-3458), so a reply greets the\n * person by name rather than as `{{firstName|there}}`.\n *\n * Both spellings a merchant has been shown resolve, because a workflow email\n * is written by the same people who write the other two:\n *\n *  - the CRM's fields, `{{contact.firstName}}`, `{{lead.company}}`,\n *    `{{site.name}}` — `resolveCrmMergeFields`, the one-to-one email's\n *    resolver, run over the record the run resolved;\n *  - the campaign's short tags, `{{firstName|there}}`, `{{name}}`,\n *    `{{email}}` — `resolveMergeTags`, the campaign sender's own resolver, run\n *    over the same person: the contact's name as this site knows it, else\n *    the lead's, else the name the event carried.\n *\n * Both honor `|fallback`, and an unknown tag prints its fallback or nothing,\n * never its braces — a typo must not reach a customer as `{{frstName}}`.\n * Pure; the caller hands over what it read.\n */\nexport function resolveStepEmailMerge(\n  text: string,\n  context: CrmMergeContext,\n  person: EmailMergePerson | null = null,\n): CrmMergeResult {\n  const crm = resolveCrmMergeFields(text, context)\n  const name =\n    field('contact.name', context) ||\n    field('lead.name', context) ||\n    (typeof person?.name === 'string' ? person.name.trim() : '')\n  const email =\n    field('contact.email', context) ||\n    field('lead.email', context) ||\n    (normalizeContactEmail(person?.email) ?? '')\n  return {\n    text: resolveMergeTags(crm.text, { email, ...(name ? { name } : {}) }),\n    unresolved: crm.unresolved,\n  }\n}\n\n/**\n * The records a step's email is about, for its merge tags: the person the\n * event names, as the plugin that keeps people holds them — a contact, else\n * the lead a lead-routed form filed — and the site's name, in the shape the\n * one-to-one email's resolver takes (`resolveStepEmailMerge`).\n *\n * Asked through the person-records seam (`findPluginPerson`), narrowed to\n * what this site may see, so the engine opens no record system's storage. A\n * workspace with no record system, or a person nobody holds yet, leaves both\n * records out, and the tags fall back to the name and address the event\n * carried.\n *\n * **Never throws.** A lookup that fails is an email with its fallbacks, never\n * an email that did not leave.\n */\nexport async function stepEmailMergeContext(input: {\n  hostId: string\n  /** The address of the person the event is about. */\n  email: unknown\n  /** The holder group whose facet names a contact: the sending site's. */\n  contactGroupId: string\n  siteName: string\n}): Promise<CrmMergeContext> {\n  const context: CrmMergeContext = { site: { name: input.siteName } }\n  try {\n    const person = await findPluginPerson({\n      hostId: input.hostId,\n      email: input.email,\n      onlyVisibleToSite: true,\n      anyKind: true,\n    })\n    const data = person ? { ...person.data } : null\n    if (person?.kind === 'contact') {\n      return { ...context, contact: data, contactGroupId: input.contactGroupId }\n    }\n    if (person?.kind === 'lead') return { ...context, lead: data }\n  } catch (error) {\n    console.error('[workflow] email merge context could not be read', input.hostId, error)\n  }\n  return context\n}\n"],"names":["normalizeContactEmail","resolveCrmMergeFields","findPluginPerson","resolveMergeTags","field","key","context","text","trim","resolveStepEmailMerge","person","crm","name","email","unresolved","stepEmailMergeContext","input","site","siteName","hostId","onlyVisibleToSite","anyKind","data","kind","contact","contactGroupId","lead","error","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,qBAAqB,QAAQ,kCAAiC;AACvE,SAGEC,qBAAqB,QAChB,6CAA4C;AACnD,SAASC,gBAAgB,QAAQ,oDAAmD;AACpF,SAASC,gBAAgB,QAAQ,uCAAsC;AAWvE,wEAAwE,GACxE,MAAMC,QAAQ,CAACC,KAAaC,UAC1BL,sBAAsB,CAAC,EAAE,EAAEI,IAAI,EAAE,CAAC,EAAEC,SAASC,IAAI,CAACC,IAAI;AAExD;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASC,sBACdF,IAAY,EACZD,OAAwB,EACxBI,SAAkC,IAAI;QAUnCV;IARH,MAAMW,MAAMV,sBAAsBM,MAAMD;IACxC,MAAMM,OACJR,MAAM,gBAAgBE,YACtBF,MAAM,aAAaE,YAClB,CAAA,QAAOI,0BAAAA,OAAQE,IAAI,MAAK,WAAWF,OAAOE,IAAI,CAACJ,IAAI,KAAK,EAAC;IAC5D,MAAMK,QACJT,MAAM,iBAAiBE,YACvBF,MAAM,cAAcE,cACnBN,yBAAAA,sBAAsBU,0BAAAA,OAAQG,KAAK,aAAnCb,yBAAwC;IAC3C,OAAO;QACLO,MAAMJ,iBAAiBQ,IAAIJ,IAAI,EAAE;YAAEM;WAAWD,OAAO;YAAEA;QAAK,IAAI,CAAC;QACjEE,YAAYH,IAAIG,UAAU;IAC5B;AACF;AAEA;;;;;;;;;;;;;;CAcC,GACD,OAAO,eAAeC,sBAAsBC,KAO3C;IACC,MAAMV,UAA2B;QAAEW,MAAM;YAAEL,MAAMI,MAAME,QAAQ;QAAC;IAAE;IAClE,IAAI;QACF,MAAMR,SAAS,MAAMR,iBAAiB;YACpCiB,QAAQH,MAAMG,MAAM;YACpBN,OAAOG,MAAMH,KAAK;YAClBO,mBAAmB;YACnBC,SAAS;QACX;QACA,MAAMC,OAAOZ,SAAS,aAAKA,OAAOY,IAAI,IAAK;QAC3C,IAAIZ,CAAAA,0BAAAA,OAAQa,IAAI,MAAK,WAAW;YAC9B,OAAO,aAAKjB;gBAASkB,SAASF;gBAAMG,gBAAgBT,MAAMS,cAAc;;QAC1E;QACA,IAAIf,CAAAA,0BAAAA,OAAQa,IAAI,MAAK,QAAQ,OAAO,aAAKjB;YAASoB,MAAMJ;;IAC1D,EAAE,OAAOK,OAAO;QACdC,QAAQD,KAAK,CAAC,oDAAoDX,MAAMG,MAAM,EAAEQ;IAClF;IACA,OAAOrB;AACT"}

package/src/lib/engine/run-event-actions.d.ts

@@ -14,11 +14,14 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type HostAction, type HostActionAlert, type HostActionStep, type HostFunction, type HostVariable, type PluginJobHostGate } from '@aglyn/aglyn/server';
+import { type HostFunction, type HostVariable, type PluginJobHostGate } from '@aglyn/aglyn/server';
 import { type HostWorkflow } from '../model/workflows';
 import { type FlowEnrollment, type FlowSweepCursor, type FlowSweepResult } from './flow-enrollments';
 import type { HostEventPayload } from '@aglyn/tenant-runtime/host-event-listeners';
 import { type AutomationWorkflow, type WorkflowStep } from './workflow-steps';
+import { type HostAction, type HostActionAlert, type HostActionStep } from '../model/host-actions';
+/** The live, switched-on actions a site holds for `event`, in document-id order. */
+export declare function liveActionsForEvent(hostRef: FirebaseFirestore.DocumentReference, event: string): Promise<FirebaseFirestore.QueryDocumentSnapshot[]>;
 export interface ActionRunEnv {
     hostId: string;
     hostRef: FirebaseFirestore.DocumentReference;
@@ -32,20 +35,14 @@ export interface ActionRunEnv {
      */
     actionsAllowed: boolean;
     webhooksAllowed: boolean;
-    /**
-     * Whether the owning org holds the CRM suite (AGL-2611) — the gate the
-     * five CRM steps take, resolved once beside `webhooksAllowed` and for the
-     * same reason: a step gated on the org doc it already read costs no
-     * second read per step.
-     */
-    crmAllowed: boolean;
     depth: number;
     /**
      * The owning org's billing doc, already read by the entitlement gate that
      * admitted this run, and the org's id beside it.
      *
      * Carried rather than re-read: both entry points resolve `getOrgForHost`
-     * before they build this, so the dataset caps below cost no extra org read.
+     * before they build this, so a step that gates on the plan — another
+     * plugin's step, handed both — costs no extra org read.
      * Null only when the host has no resolvable org, which the gate treats as
      * the free plan.
      */
@@ -226,6 +223,34 @@ interface ExecuteWorkflowOptions {
  * both, once.
  */
 export declare function executeWorkflow(env: ActionRunEnv, run: AutomationRun, workflow: AutomationWorkflow, event: string, payload: HostEventPayload, options?: ExecuteWorkflowOptions): Promise<WorkflowExecution>;
+/**
+ * Events too frequent to log a skip for.
+ *
+ * `runEventActions` fires on EVERY page view of every published site. A
+ * Firestore write per visitor per non-matching action is not a run
+ * history, it is an outage — and a page-view condition is one an author
+ * tunes by watching the site, not by reading a log. The events people
+ * actually debug are the server-emitted ones (a form submission, a
+ * booking, a sign-up), and those are low-volume by construction.
+ */
+export declare const SKIP_LOG_EXCLUDED_EVENTS: ReadonlySet<string>;
+/**
+ * Whether an action's unmet conditions only say it is ANOTHER FORM'S
+ * (AGL-3458) — the case that is noise rather than an answer.
+ *
+ * A site with one auto-reply per form keyed on `formId equals …` would write
+ * a `Skipped` row for every other form's reply on every submission: eight
+ * rows a fill on a nine-form site, burying the one row that explains a real
+ * miss. A form picked by id cannot be mistyped, so its mismatch against a
+ * submission that names a DIFFERENT form says only "not this form", and it
+ * is not recorded. Every other unmet condition still is: a hand-typed
+ * `formName`, a field condition, a submission that names no form at all.
+ *
+ * With `and`, one such clause is the whole answer; with `or`, only when every
+ * clause is about which form it was — `formId` or `formName` equals — since
+ * any other clause could have been the one that was meant to match.
+ */
+export declare function conditionsNameAnotherForm(trigger: HostAction['trigger'] | null | undefined, payload: HostEventPayload): boolean;
 /**
  * Event-triggered action runner (AGL-148): loads enabled actions whose
  * `trigger.event` matches (built-in, site event, or custom), evaluates
@@ -249,7 +274,7 @@ export declare function runEventActions(hostId: string, event: string, payload?:
 export type SingleActionSkip = 'missing' | 'disabled' | 'event' | 'conditions' | 'plan' | 'allowance' | 'failed';
 /** What one dispatched action did, for a caller that has to say so. */
 export interface SingleActionOutcome {
-    /** Its steps ran, and the run counted on the site's meter. */
+    /** Its steps ran, and the run counted on the site's and workspace's meters. */
     ran: boolean;
     /** Why nothing ran; `null` when it ran. */
     skipped: SingleActionSkip | null;