@tellescope/sdk 1.255.19 → 1.256.1

package/src/tests/api_tests/start_ai_conversation.test.ts

@@ -0,0 +1,256 @@
+require('source-map-support').install();
+
+import { Session } from "../../sdk"
+import { log_header, wait, async_test, assert } from "@tellescope/testing"
+import { setup_tests } from "../setup"
+
+const host = process.env.API_URL || "http://localhost:8080"
+
+const TEST_MARKER = '__TELLESCOPE_TEST_INCOMING_SMS_AUTOMATION__'
+const TEST_PHONE = '+15555555555' // send_sms short-circuits real sends for this number
+
+// SMS AI conversations (startAIConversation journey action).
+// Runtime flows (start/supersede/takeover/inbound absorption) require the organization to have an
+// SMS number configured — when it doesn't (typical dev org), those sections assert the
+// configuration error path and are otherwise skipped; config validation runs everywhere.
+export const start_ai_conversation_tests = async ({ sdk, sdkNonAdmin } : { sdk: Session, sdkNonAdmin: Session }) => {
+  log_header("Start AI Conversation (SMS Agent) Tests")
+
+  const users = await sdk.api.users.getSome({})
+  const senderId = users[0].id
+
+  const journey = await sdk.api.journeys.createOne({ title: 'SMS Agent Test Journey' })
+  const createdEnduserIds: string[] = []
+
+  try {
+    /*************** Config validation round-trip ***************/
+    const validInfo = {
+      channel: 'SMS' as const,
+      senderId,
+      initialMessage: 'Hello {{enduser.fname}}! Quick question for you.',
+      prompt: 'You are texting on behalf of Test Clinic. Answer briefly.',
+      outcomes: [{ value: 'resolved', description: 'The question was answered' }],
+    }
+
+    const step = await sdk.api.automation_steps.createOne({
+      journeyId: journey.id,
+      events: [{ type: 'onJourneyStart', info: {} }],
+      action: { type: 'startAIConversation', info: validInfo },
+    })
+    assert(
+      step.action.type === 'startAIConversation' && step.action.info.initialMessage === validInfo.initialMessage,
+      'startAIConversation step round-trip failed',
+      'startAIConversation step round-trips',
+    )
+
+    const outcomeChild = await sdk.api.automation_steps.createOne({
+      journeyId: journey.id,
+      events: [{ type: 'onAIConversationOutcome', info: { automationStepId: step.id, outcome: 'resolved' } }],
+      action: { type: 'addEnduserTags', info: { tags: ['sms-agent-resolved'] } },
+    })
+    assert(
+      outcomeChild.events[0].type === 'onAIConversationOutcome',
+      'onAIConversationOutcome event round-trip failed',
+      'onAIConversationOutcome event round-trips',
+    )
+
+    await async_test('startAIConversation without prompt is rejected',
+      () => sdk.api.automation_steps.createOne({
+        journeyId: journey.id,
+        events: [{ type: 'onJourneyStart', info: {} }],
+        action: { type: 'startAIConversation', info: { ...validInfo, prompt: undefined } as any },
+      }),
+      { shouldError: true, onError: () => true },
+    )
+    await async_test('startAIConversation without senderId is rejected',
+      () => sdk.api.automation_steps.createOne({
+        journeyId: journey.id,
+        events: [{ type: 'onJourneyStart', info: {} }],
+        action: { type: 'startAIConversation', info: { ...validInfo, senderId: undefined } as any },
+      }),
+      { shouldError: true, onError: () => true },
+    )
+    await async_test('startAIConversation without initialMessage is rejected',
+      () => sdk.api.automation_steps.createOne({
+        journeyId: journey.id,
+        events: [{ type: 'onJourneyStart', info: {} }],
+        action: { type: 'startAIConversation', info: { ...validInfo, initialMessage: undefined } as any },
+      }),
+      { shouldError: true, onError: () => true },
+    )
+    await async_test('startAIConversation with invalid tool is rejected',
+      () => sdk.api.automation_steps.createOne({
+        journeyId: journey.id,
+        events: [{ type: 'onJourneyStart', info: {} }],
+        action: { type: 'startAIConversation', info: { ...validInfo, tools: [{ type: 'Submit Form', info: { formId: 'not-an-id' } }] } as any },
+      }),
+      { shouldError: true, onError: () => true },
+    )
+
+    /*************** Runtime: the process endpoint ***************/
+    const processFor = async (enduserId: string) => {
+      const automatedAction = await sdk.api.automated_actions.createOne({
+        enduserId,
+        journeyId: journey.id,
+        automationStepId: step.id,
+        event: { type: 'onJourneyStart', info: {} },
+        action: { type: 'startAIConversation', info: validInfo },
+        status: 'active',
+        processAfter: Date.now(),
+      })
+      return sdk.api.automated_actions.process({ automatedActionId: automatedAction.id })
+    }
+
+    // no-phone error path works regardless of org SMS configuration
+    const phonelessEnduser = await sdk.api.endusers.createOne({ fname: 'sms-agent-nophone' })
+    createdEnduserIds.push(phonelessEnduser.id)
+    const noPhoneResult = await processFor(phonelessEnduser.id)
+    assert(
+      !noPhoneResult.success && !!noPhoneResult.error,
+      'phoneless start should fail with an error',
+      'start action errors for a contact without a phone',
+    )
+
+    // resolve the same organization the action does (last organizationId, else businessId) —
+    // getSome({})[0] is an arbitrary sub-organization and can be a different record entirely
+    const session = sdk.userInfo as { businessId?: string, organizationIds?: string[] }
+    const resolvedOrgId = [...(session.organizationIds ?? [])].pop() || session.businessId
+    const organization = (await sdk.api.organizations.getSome({})).find(o => o.id === resolvedOrgId)
+    const orgHasNumber = !!(organization as any)?.twilioNumber || !!((organization as any)?.twilioNumbers?.length)
+
+    if (!orgHasNumber) {
+      // still assert the wiring: the action processes and reports a configuration error rather than
+      // crashing. AI enablement is checked before the SMS number and short-circuits first, and
+      // bedrockAIAllowed/creditCount are super-admin-only (unreadable here), so accept either.
+      const enduser = await sdk.api.endusers.createOne({ fname: 'sms-agent-nonumber', phone: TEST_PHONE })
+      createdEnduserIds.push(enduser.id)
+      const result = await processFor(enduser.id)
+      assert(
+        !result.success && /no sms number configured|ai is not enabled/i.test(result.error || ''),
+        `expected a configuration error, got: ${result.error}`,
+        'start action reports a configuration error (org has no SMS number — runtime flows skipped)',
+      )
+      return
+    }
+
+    /*************** Runtime flows (org has an SMS number) ***************/
+    const enduser = await sdk.api.endusers.createOne({ fname: 'sms-agent-runtime', phone: TEST_PHONE })
+    createdEnduserIds.push(enduser.id)
+
+    const startResult = await processFor(enduser.id)
+    assert(startResult.success === true, `start failed: ${startResult.error}`, 'start action succeeds')
+    await wait(undefined, 1000)
+
+    let refreshed = await sdk.api.endusers.getOne(enduser.id)
+    const entry = (refreshed.aiConversations ?? []).find(c => c.active)
+    assert(!!entry, 'no active aiConversations entry on enduser', 'enduser has an active conversation entry')
+    assert(entry?.destination === TEST_PHONE, 'wrong destination on entry', 'conversation entry pairs the contact number')
+
+    const conversation = await sdk.api.ai_conversations.getOne(entry!.aiConversationId)
+    assert(conversation.type === 'sms_agent', 'wrong ai_conversations type', 'ai_conversations doc has type sms_agent')
+
+    const initialMessages = await sdk.api.sms_messages.getSome({ filter: { enduserId: enduser.id } })
+    const outbound = initialMessages.find(m => !m.inbound && m.automationStepId === step.id)
+    // exact equality on a merge-field-containing opener guards two regressions: templating must
+    // happen in send_sms (raw text on the record), and the agent-reply {{ escaping must NOT be
+    // applied to the org-authored initial message (preserveMergeFields)
+    assert(
+      !!outbound && outbound.message === validInfo.initialMessage,
+      'initial SMS record missing or not raw text',
+      'initial SMS logged with raw (untemplated) text + automationStepId',
+    )
+
+    // supersede: second start on the same pairing replaces the first
+    const secondStart = await processFor(enduser.id)
+    assert(secondStart.success === true, `second start failed: ${secondStart.error}`, 'duplicate start succeeds (replace)')
+    await wait(undefined, 1000)
+    refreshed = await sdk.api.endusers.getOne(enduser.id)
+    const activeEntries = (refreshed.aiConversations ?? []).filter(c => c.active)
+    assert(activeEntries.length === 1, 'expected exactly one active conversation', 'supersede leaves exactly one active conversation')
+    assert(
+      activeEntries[0].aiConversationId !== entry!.aiConversationId,
+      'active conversation was not replaced',
+      'supersede started a fresh conversation',
+    )
+
+    // inbound absorption via the testing hook: STOP ends the conversation
+    await sdk.api.sms_messages.createOne({
+      enduserId: enduser.id,
+      message: `stop${TEST_MARKER}`, // marker is stripped before the AI branch sees the text
+      inbound: true,
+      logOnly: true,
+      phoneNumber: activeEntries[0].source,
+      enduserPhoneNumber: TEST_PHONE,
+    } as any)
+    await wait(undefined, 2000)
+    refreshed = await sdk.api.endusers.getOne(enduser.id)
+    const stopped = (refreshed.aiConversations ?? []).find(c => c.aiConversationId === activeEntries[0].aiConversationId)
+    assert(
+      stopped?.active === false && stopped?.endedReason === 'unsubscribed',
+      `STOP did not end the conversation (${JSON.stringify(stopped)})`,
+      'STOP reply ends the conversation',
+    )
+
+    // staff takeover: start again, then a manual (user-session) SMS on the thread ends it
+    const takeoverStart = await processFor(enduser.id)
+    assert(takeoverStart.success === true, `takeover-start failed: ${takeoverStart.error}`, 'start (for takeover test) succeeds')
+    await wait(undefined, 1000)
+    await sdk.api.sms_messages.createOne({
+      enduserId: enduser.id,
+      message: 'Hi, this is a real person taking over.',
+      inbound: false,
+      phoneNumber: (await sdk.api.endusers.getOne(enduser.id)).aiConversations?.find(c => c.active)?.source,
+      enduserPhoneNumber: TEST_PHONE,
+    } as any)
+    await wait(undefined, 2000)
+    refreshed = await sdk.api.endusers.getOne(enduser.id)
+    const takenOver = (refreshed.aiConversations ?? []).find(c => c.endedReason === 'staff-takeover')
+    assert(!!takenOver, 'no staff-takeover ended entry found', 'manual staff SMS ends the conversation (takeover)')
+
+    // no-conversation baseline: marker inbound for a fresh enduser produces zero AI artifacts
+    const baselineEnduser = await sdk.api.endusers.createOne({ fname: 'sms-agent-baseline', phone: '+15555555554' })
+    createdEnduserIds.push(baselineEnduser.id)
+    await sdk.api.sms_messages.createOne({
+      enduserId: baselineEnduser.id,
+      message: `hello there${TEST_MARKER}`,
+      inbound: true,
+      logOnly: true,
+      phoneNumber: activeEntries[0].source,
+      enduserPhoneNumber: '+15555555554',
+    } as any)
+    await wait(undefined, 2000)
+    const baselineRefreshed = await sdk.api.endusers.getOne(baselineEnduser.id)
+    const baselineMessages = await sdk.api.sms_messages.getSome({ filter: { enduserId: baselineEnduser.id } })
+    assert(
+      !(baselineRefreshed.aiConversations ?? []).length && !baselineMessages.find(m => !m.inbound),
+      'AI artifacts appeared for an enduser with no conversation',
+      'no-conversation inbound produces zero AI artifacts (regression baseline)',
+    )
+  } finally {
+    await sdk.api.journeys.deleteOne(journey.id).catch(() => {})
+    for (const id of createdEnduserIds) {
+      await sdk.api.endusers.deleteOne(id).catch(() => {})
+    }
+  }
+}
+
+// Allow running this test file independently
+if (require.main === module) {
+  const sdk = new Session({ host })
+  const sdkNonAdmin = new Session({ host })
+
+  const runTests = async () => {
+    await setup_tests(sdk, sdkNonAdmin)
+    await start_ai_conversation_tests({ sdk, sdkNonAdmin })
+  }
+
+  runTests()
+    .then(() => {
+      console.log("✅ Start AI Conversation test suite completed successfully")
+      process.exit(0)
+    })
+    .catch((error) => {
+      console.error("❌ Start AI Conversation test suite failed:", error)
+      process.exit(1)
+    })
+}

package/src/tests/tests.ts

@@ -17,6 +17,7 @@ import {
   CompoundFilter,
   CreateTicketActionInfo,
   FormResponseValue,
+  JourneyContext,
   ModelName,
   RoundRobinAssignmentInfo,
   User,
@@ -41,6 +42,7 @@ import { user_portal_settings_tests } from "./api_tests/user_portal_settings.tes
 import { integrations_redacted_tests } from "./api_tests/integrations_redacted.test"
 import { healthie_multi_integration_tests } from "./api_tests/healthie_multi_integration.test"
 import { get_some_projection_tests } from "./api_tests/get_some_projection.test"
+import { file_download_unicode_names_tests } from "./api_tests/file_download_unicode_names.test"
 import { mdb_sort_tests } from "./api_tests/mdb_sort.test"
 import { create_user_notifications_trigger_tests } from "./api_tests/create_user_notifications_trigger.test"
 import { inbox_thread_assignment_updates_tests } from "./api_tests/inbox_thread_assignment_updates.test"
@@ -110,6 +112,7 @@ import { invite_user_enumeration_tests } from "./api_tests/security/F-0007-invit
 import { register_business_id_injection_tests } from "./api_tests/security/register_business_id_injection.test";
 import { handle_incoming_communication_cross_tenant_tests } from "./api_tests/security/F-0008-handle-incoming-communication-cross-tenant.test";
 import { sanitize_user_html_xss_tests } from "./api_tests/security/F-0013-sanitize-user-html.test";
+import { sanitize_user_html_with_iframes_tests } from "./api_tests/security/F-0013-sanitize-user-html-with-iframes.test";
 import { prototype_pollution_tests } from "./api_tests/security/F-0016-prototype-pollution.test";
 import { enduser_cross_create_tests } from "./api_tests/security/F-0116-F-0119-enduser-cross-create.test";
 import { globalunique_leak_tests } from "./api_tests/security/F-0145-globalunique-leak.test";
@@ -117,6 +120,8 @@ import { load_inbox_redaction_tests } from "./api_tests/security/F-0151-load-inb
 import { webhook_timeout_tests } from "./api_tests/security/F-0155-webhook-timeout.test";
 import { enduser_ai_summary_trust_gate_tests } from "./api_tests/security/enduser-ai-summary-trust-gate.test";
 import { allowed_paths_confinement_tests } from "./api_tests/security/F-0166-allowed-paths-wildcard-bypass.test";
+import { proxy_image_ssrf_tests } from "./api_tests/security/F-0025-proxy-image-unauth-ssrf.test";
+import { webhook_outbound_ssrf_tests } from "./api_tests/security/F-0015-webhook-outbound-ssrf.test";
 import { public_endpoint_auth_field_lock_tests } from "./api_tests/security/public_endpoint_auth_field_lock.test";
 import { formsort_webhook_auth_field_lock_tests } from "./api_tests/security/formsort_webhook_auth_field_lock.test";
 import { bulk_assignment_tests } from "./api_tests/bulk_assignment.test";
@@ -130,6 +135,7 @@ import { load_team_chat_tests } from "./api_tests/load_team_chat.test";
 import { form_started_trigger_tests } from "./api_tests/form_started_trigger.test";
 import { formsort_header_auth_tests } from "./api_tests/formsort_header_auth.test";
 import { form_submitted_trigger_tests } from "./api_tests/form_submitted_trigger.test";
+import { start_ai_conversation_tests } from "./api_tests/start_ai_conversation.test";
 import { dont_sync_to_elation_form_submission_tests } from "./api_tests/dont_sync_to_elation_form_submission.test";
 import { medication_added_trigger_tests } from "./api_tests/medication_added_trigger.test";
 import { conditional_logic_medication_unit_tests } from "./unit_tests/conditional_logic_medication.test";
@@ -141,6 +147,7 @@ import { openloop_webhooks_tests } from "./api_tests/openloop_webhooks.test";
 import { beluga_pharmacy_mappings_tests } from "./api_tests/beluga_pharmacy_mappings.test";
 import { mdi_case_offerings_tests } from "./api_tests/mdi_case_offerings.test";
 import { beluga_manual_sync_tests } from "./api_tests/beluga_manual_sync.test";
+import { beluga_trigger_refill_tests } from "./api_tests/beluga_trigger_refill.test";
 import { mdi_webhooks_tests } from "./api_tests/mdi_webhooks.test";
 import { account_switcher_tests } from "./api_tests/account_switcher.test";
 import { totp_mfa_tests } from "./api_tests/totp_mfa.test";
@@ -7951,9 +7958,49 @@ const merge_enduser_tests = async () => {
     { onResult: e => e.attendees.length === 1 && !!e.attendees?.find(a => a.id === destination.id) }
   )
 
+  // merging two endusers that both lack insurance must leave the fields absent, NOT null.
+  // a stored null breaks every later partial update: those get flattened to dotted paths
+  // ('insurance.memberId'), and MongoDB rejects a dotted $set under a null parent
+  const [noInsuranceSource, noInsuranceDestination] = (await sdk.api.endusers.createSome([
+    { email: 'noins-source@tellescope.com', fname: 'no', lname: 'insurance' },
+    { email: 'noins-destination@tellescope.com' },
+  ])).created
+
+  await sdk.api.endusers.merge({
+    sourceEnduserId: noInsuranceSource.id,
+    destinationEnduserId: noInsuranceDestination.id,
+  })
+
+  await async_test(
+    "Merged endusers have no null insurance",
+    () => sdk.api.endusers.getOne(noInsuranceDestination.id),
+    { onResult: e => e.insurance === undefined && e.insuranceSecondary === undefined }
+  )
+
+  await async_test(
+    "Partial insurance update applies after merge",
+    async () => {
+      await sdk.api.endusers.updateOne(noInsuranceDestination.id, {
+        insurance: { memberId: 'M1', payerName: 'Test Payer' },
+      }) // no replaceObjectFields, matching the standard update from the UI
+      return await sdk.api.endusers.getOne(noInsuranceDestination.id)
+    },
+    { onResult: e => e.insurance?.memberId === 'M1' && e.insurance?.payerName === 'Test Payer' }
+  )
+
+  await async_test(
+    "Second partial insurance update merges",
+    async () => {
+      await sdk.api.endusers.updateOne(noInsuranceDestination.id, { insurance: { groupNumber: 'G1' } })
+      return await sdk.api.endusers.getOne(noInsuranceDestination.id)
+    },
+    { onResult: e => e.insurance?.groupNumber === 'G1' && e.insurance?.memberId === 'M1' }
+  )
+
   await Promise.all([
     sdk.api.endusers.deleteOne(destination.id),
     sdk.api.endusers.deleteOne(otherEnduser.id),
+    sdk.api.endusers.deleteOne(noInsuranceDestination.id),
     sdk.api.calendar_events.deleteOne(event.id),
     sdk.api.calendar_events.deleteOne(eventToMove.id),
   ])
@@ -8587,6 +8634,8 @@ const test_ticket_automation_assignment_and_optimization = async () => {
     enduser,
     closedForReason,
     testDelayedChild,
+    calendarEventId,
+    ticketOwner,
   } : {
     assignedTo: string[]
     info: Pick<CreateTicketActionInfo, 'assignmentStrategy' | 'defaultAssignee'>,
@@ -8594,6 +8643,8 @@ const test_ticket_automation_assignment_and_optimization = async () => {
     closedForReason?: string,
     enduser?: Enduser,
     testDelayedChild?: boolean,
+    calendarEventId?: string, // copied into journeyContext by close_ticket
+    ticketOwner?: string, // override the seed ticket's owner, to avoid masking a previous-owner fallback
   }) => {
 
     const e = enduser || await sdk.api.endusers.createOne({ assignedTo, journeys: { [journey.id]: '' }, fields: { Tag: "tag3"} })
@@ -8631,8 +8682,9 @@ const test_ticket_automation_assignment_and_optimization = async () => {
       enduserId: e.id,
       automationStepId: PLACEHOLDER_ID,
       journeyId: journey.id,
-      owner: validOwners[0],
+      owner: ticketOwner ?? validOwners[0],
       closedForReason,
+      ...(calendarEventId ? { calendarEventId } : {}),
     })
 
     await async_test(
@@ -8765,11 +8817,13 @@ const test_ticket_automation_assignment_and_optimization = async () => {
     info,
     validOwners,
     enduser,
+    journeyContext,
   } : {
     assignedTo: string[]
     info: Pick<CreateTicketActionInfo, 'assignmentStrategy' | 'defaultAssignee'>,
     validOwners: string[],
     enduser?: Enduser,
+    journeyContext?: JourneyContext,
   }) => {
     const e = enduser || await sdk.api.endusers.createOne({ assignedTo, fields: { Tag: 'tag3' } })
     await sdk.api.automated_actions.createOne({
@@ -8780,6 +8834,7 @@ const test_ticket_automation_assignment_and_optimization = async () => {
       journeyId: journey.id,
       status: 'active',
       processAfter: Date.now(),
+      ...(journeyContext ? { journeyContext } : {}),
     })
 
     await async_test(
@@ -8880,6 +8935,115 @@ const test_ticket_automation_assignment_and_optimization = async () => {
     validOwners: [sdkNonAdmin.userInfo.id],
   })
 
+  // 'Recently-Booked Appointment Host' assignment
+  // journeyContext.calendarEventId, when it resolves to a host, takes priority over the legacy
+  // "newest event for this enduser" lookup. one enduser per case, to avoid trigger throttling.
+  const HOST_A = sdkNonAdmin.userInfo.id
+  const HOST_B = sdk.userInfo.id
+  const appointmentHostInfo = (defaultAssignee: string) => ({
+    assignmentStrategy: { type: 'Recently-Booked Appointment Host', info: {} } as const,
+    defaultAssignee,
+  })
+  // the legacy filter matches an event having *some* user attendee and *some* attendee with this
+  // enduser's id, so each hosted event carries both
+  const createHostedEvent = (enduserId: string, hostId: string) => sdk.api.calendar_events.createOne({
+    title: 'appointment host test',
+    durationInMinutes: 30,
+    startTimeInMS: Date.now(),
+    attendees: [{ type: 'enduser', id: enduserId }, { type: 'user', id: hostId }],
+  })
+
+  // CORE PROOF: two appointments with different hosts, journey context names the OLDER one.
+  // fails before this fix, which always took the newest-created event (HOST_B).
+  {
+    const e = await sdk.api.endusers.createOne({ fields: { Tag: 'tag3' } })
+    const older = await createHostedEvent(e.id, HOST_A)
+    const newer = await createHostedEvent(e.id, HOST_B) // higher _id, so legacy sort picks this one
+    await testBackgroundTicket({
+      assignedTo: [],
+      enduser: e,
+      info: appointmentHostInfo(HOST_B), // distinct from expected owner, so a fallback would fail
+      validOwners: [HOST_A],
+      journeyContext: { calendarEventId: older.id },
+    })
+    await Promise.all([older, newer].map(ev => sdk.api.calendar_events.deleteOne(ev.id)))
+  }
+
+  // no journey context -> legacy "newest event" behavior is unchanged
+  {
+    const e = await sdk.api.endusers.createOne({ fields: { Tag: 'tag3' } })
+    const older = await createHostedEvent(e.id, HOST_A)
+    const newer = await createHostedEvent(e.id, HOST_B)
+    await testBackgroundTicket({
+      assignedTo: [],
+      enduser: e,
+      info: appointmentHostInfo(HOST_A),
+      validOwners: [HOST_B], // newest created event's host
+    })
+    await Promise.all([older, newer].map(ev => sdk.api.calendar_events.deleteOne(ev.id)))
+  }
+
+  // context event no longer exists -> falls back to the legacy lookup
+  {
+    const e = await sdk.api.endusers.createOne({ fields: { Tag: 'tag3' } })
+    const deleted = await createHostedEvent(e.id, HOST_B)
+    await sdk.api.calendar_events.deleteOne(deleted.id)
+    const hosted = await createHostedEvent(e.id, HOST_A)
+    await testBackgroundTicket({
+      assignedTo: [],
+      enduser: e,
+      info: appointmentHostInfo(HOST_B),
+      validOwners: [HOST_A],
+      journeyContext: { calendarEventId: deleted.id },
+    })
+    await sdk.api.calendar_events.deleteOne(hosted.id)
+  }
+
+  // context event has no user attendee (so yields no host) -> falls back to the legacy lookup
+  {
+    const e = await sdk.api.endusers.createOne({ fields: { Tag: 'tag3' } })
+    const enduserOnly = await sdk.api.calendar_events.createOne({
+      title: 'appointment host test, no host',
+      durationInMinutes: 30,
+      startTimeInMS: Date.now(),
+      attendees: [{ type: 'enduser', id: e.id }],
+    })
+    const hosted = await createHostedEvent(e.id, HOST_A)
+    await testBackgroundTicket({
+      assignedTo: [],
+      enduser: e,
+      info: appointmentHostInfo(HOST_B),
+      validOwners: [HOST_A],
+      journeyContext: { calendarEventId: enduserOnly.id },
+    })
+    await Promise.all([enduserOnly, hosted].map(ev => sdk.api.calendar_events.deleteOne(ev.id)))
+  }
+
+  // no events at all -> no resolvable host, so defaultAssignee wins
+  await testBackgroundTicket({
+    assignedTo: [],
+    info: appointmentHostInfo(HOST_A),
+    validOwners: [HOST_A],
+  })
+
+  // api path: close_ticket copies the original ticket's calendarEventId into journeyContext
+  {
+    const e = await sdk.api.endusers.createOne({
+      journeys: { [journey.id]: '' }, fields: { Tag: 'tag3' },
+    })
+    const older = await createHostedEvent(e.id, HOST_A)
+    const newer = await createHostedEvent(e.id, HOST_B)
+    await testForegroundTicket({
+      assignedTo: [],
+      enduser: e,
+      info: appointmentHostInfo(HOST_B),
+      validOwners: [HOST_A],
+      calendarEventId: older.id,
+      ticketOwner: HOST_B, // so a previous-owner style fallback would also fail
+    })
+    await Promise.all([older, newer].map(ev => sdk.api.calendar_events.deleteOne(ev.id)))
+  }
+
   return Promise.all([
     await sdk.api.journeys.deleteOne(journey.id),
     await sdk.api.ticket_queues.deleteOne(queue.id),
@@ -13764,6 +13928,55 @@ const replace_form_field_template_values_tests = async () => {
     ) === '<p>Locations: NYC<br />SF<br />LA</p>',
     'fail CRLF in substituted value', 'CRLF in substituted value'
   )
+
+  // escapeHTMLValues: substituted values are patient-supplied (their own intake answers / enduser
+  // record), so on any path rendered by a sanitizer that permits iframes they must be escaped —
+  // otherwise a patient can inject a frame into an admin-authored description.
+  const enduserWithMarkupField = {
+    fname: "Multi",
+    fields: { Injected: '<iframe src="https://evil.example"></iframe>' },
+  } as Partial<Enduser>
+
+  const escaped = replace_form_field_template_values(
+    '<p>{{enduser.Injected}}</p>',
+    { enduser: enduserWithMarkupField, escapeNewlinesAsHTMLBreaks: true, escapeHTMLValues: true }
+  )
+  assert(
+    escaped.includes('&lt;iframe') && !escaped.includes('<iframe'),
+    'fail escapeHTMLValues escapes markup', 'escapeHTMLValues escapes markup'
+  )
+
+  // Escaping must run BEFORE the newline conversion, or the injected breaks become &lt;br /&gt;
+  const enduserWithMarkupAndNewline = {
+    fields: { Mixed: 'a<b\nc&d' },
+  } as Partial<Enduser>
+  assert(
+    replace_form_field_template_values(
+      '{{enduser.Mixed}}',
+      { enduser: enduserWithMarkupAndNewline, escapeNewlinesAsHTMLBreaks: true, escapeHTMLValues: true }
+    ) === 'a&lt;b<br />c&amp;d',
+    'fail escapeHTMLValues ordering vs newline breaks', 'escapeHTMLValues ordering vs newline breaks'
+  )
+
+  // Flag absent => byte-identical to today. Plain-text callers (field titles/descriptions rendered
+  // in a Typography) rely on this: escaping there would corrupt e.g. a name containing '&'.
+  const enduserWithAmpersand = {
+    fields: { Practice: 'Smith & Jones <Cardiology>' },
+  } as Partial<Enduser>
+  assert(
+    replace_form_field_template_values(
+      'Practice: {{enduser.Practice}}',
+      { enduser: enduserWithAmpersand }
+    ) === 'Practice: Smith & Jones <Cardiology>',
+    'fail no escaping without the flag', 'no escaping without the flag'
+  )
+  assert(
+    replace_form_field_template_values(
+      'Practice: {{enduser.Practice}}',
+      { enduser: enduserWithAmpersand, escapeHTMLValues: true }
+    ) === 'Practice: Smith &amp; Jones &lt;Cardiology&gt;',
+    'fail escaping with the flag', 'escaping with the flag'
+  )
 }
 
 const inbox_threads_building_tests = async () => {
@@ -15065,6 +15278,8 @@ const ip_address_form_tests = async () => {
     await replace_form_field_template_values_tests()
     await mfa_tests()
     await setup_tests(sdk, sdkNonAdmin)
+    await proxy_image_ssrf_tests({ sdk, sdkNonAdmin })
+    await webhook_outbound_ssrf_tests({ sdk, sdkNonAdmin })
     await allowed_paths_confinement_tests({ sdk, sdkNonAdmin })
     await phone_calls_conference_hold_tests({ sdk, sdkNonAdmin })
     await tickets_bulk_assign_care_team_tests({ sdk, sdkNonAdmin })
@@ -15073,6 +15288,7 @@ const ip_address_form_tests = async () => {
     await automation_trigger_tests()
     await resource_access_tags_tests({ sdk, sdkNonAdmin })
     await beluga_manual_sync_tests({ sdk, sdkNonAdmin })
+    await beluga_trigger_refill_tests({ sdk, sdkNonAdmin })
     await beluga_pharmacy_mappings_tests({ sdk, sdkNonAdmin })
     await mdi_case_offerings_tests({ sdk, sdkNonAdmin })
     await enduser_write_restrictions_tests({ sdk, sdkNonAdmin })
@@ -15095,6 +15311,7 @@ const ip_address_form_tests = async () => {
     await cascade_role_rename_cross_tenant_tests({ sdk, sdkNonAdmin })
     await self_admin_role_assignment_tests({ sdk, sdkNonAdmin })
     await sanitize_user_html_xss_tests()
+    await sanitize_user_html_with_iframes_tests()
     await prototype_pollution_tests()
     await account_switcher_tests({ sdk, sdkNonAdmin })
     await totp_mfa_tests({ sdk, sdkNonAdmin })
@@ -15110,6 +15327,7 @@ const ip_address_form_tests = async () => {
     await chats_analytics_tests({ sdk, sdkNonAdmin })
     await field_redaction_tests({ sdk, sdkNonAdmin })
     await form_submitted_trigger_tests({ sdk, sdkNonAdmin })
+    await start_ai_conversation_tests({ sdk, sdkNonAdmin })
     await dont_sync_to_elation_form_submission_tests({ sdk, sdkNonAdmin })
     await date_string_validation_tests({ sdk, sdkNonAdmin })
     await phone_tree_enduser_condition_tests({ sdk, sdkNonAdmin })
@@ -15129,6 +15347,7 @@ const ip_address_form_tests = async () => {
     await time_tracks_appointment_duration_tests({ sdk, sdkNonAdmin })
     await calendar_event_limits_tests({ sdk, sdkNonAdmin })
     await get_some_projection_tests({ sdk, sdkNonAdmin })
+    await file_download_unicode_names_tests({ sdk, sdkNonAdmin })
     await elation_user_id_tests({ sdk, sdkNonAdmin })
     await concurrent_build_threads_tests({ sdk, sdkNonAdmin })
     await custom_aggregation_tests({ sdk, sdkNonAdmin })