Send guest invitations automatically from event Card creation

backend/e2e/create-card-template.spec.js

@@ -11,15 +11,15 @@ test('Create card requires a Template and opens the Card linked to it', async ({
   await page.goto('/cards');
   await page.getByRole('button', { name: 'Create card', exact: true }).click();
   const form = page.locator('.quick-form-overlay');
-  await expect(form.locator('.quick-form-select')).toBeEnabled();
+  await expect(form.getByRole('combobox', { name: 'Template', exact: true })).toBeEnabled();
   const title = `Synthetic templated Card ${Date.now()}`;
   await form.getByLabel('Card title').fill(title);
 
   await form.getByRole('button', { name: 'Create card' }).click();
   await expect(form).toContainText('Select a template.');
   expect(posts).toHaveLength(0);
 
-  await form.locator('.quick-form-select').selectOption({ label: 'Synthetic Git-authored workflow' });
+  await form.getByRole('combobox', { name: 'Template', exact: true }).selectOption({ label: 'Synthetic Git-authored workflow' });
   const created = page.waitForResponse((response) => response.request().method() === 'POST'
     && new URL(response.url()).pathname === '/api/cards');
   await form.getByRole('button', { name: 'Create card' }).click();

backend/e2e/demo-create-card.spec.js

@@ -21,8 +21,8 @@ for (const [width, height] of [[1440, 900], [1280, 800], [375, 667], [390, 844]]
     const dialog = page.locator('.quick-form-panel');
     await expect(dialog).toBeVisible();
     await expect(dialog.getByLabel('Date', { exact: true })).toHaveValue(/\d{4}-\d{2}-\d{2}/);
-    await expect(dialog.locator('select')).toBeEnabled();
-    expect(await dialog.locator('select option').count()).toBeGreaterThan(1);
+    await expect(dialog.getByRole('combobox', { name: 'Template', exact: true })).toBeEnabled();
+    expect(await dialog.getByRole('combobox', { name: 'Template', exact: true }).locator('option').count()).toBeGreaterThan(1);
     await expect(dialog).not.toContainText('template available');
     const field = await dialog.getByLabel('Card title').boundingBox();
     const panel = await dialog.boundingBox();

backend/e2e/optional-task-groups.spec.js

@@ -36,7 +36,7 @@ for (const includeOptional of [false, true]) {
       await page.goto(`/templates?templateId=${encodeURIComponent(template.id)}`);
       await page.locator('.runtime-template-projection').getByRole('button', { name: 'Start card' }).click();
       const form = page.locator('.quick-form-overlay');
-      await expect(form.locator('.quick-form-select')).toHaveValue(template.id);
+      await expect(form.getByRole('combobox', { name: 'Template', exact: true })).toHaveValue(template.id);
       const checkbox = form.getByRole('checkbox', { name: 'Include secondary tasks' });
       await expect(checkbox).not.toBeChecked();
       await expect(form.getByRole('checkbox')).toHaveCount(1);

backend/e2e/runtime-template-readonly.spec.js

@@ -54,7 +54,7 @@ test.describe('Git-authored runtime templates', () => {
 
     await projection.getByRole('button', { name: 'Start card' }).click();
     const form = page.locator('.quick-form-overlay');
-    await expect(form.locator('.quick-form-select')).toHaveValue(template.id);
+    await expect(form.getByRole('combobox', { name: 'Template', exact: true })).toHaveValue(template.id);
     await form.getByLabel('Card title').fill('Synthetic pinned card');
     const createdResponse = page.waitForResponse((response) => (
       response.request().method() === 'POST'

backend/e2e/surface-feedback-states.spec.js

@@ -259,11 +259,12 @@ test.describe('issue 204 owning-surface feedback', () => {
 
     await page.getByRole('button', { name: 'Create card' }).click();
     const cardForm = page.locator('.quick-form');
-    await expect(cardForm.locator('select:not([disabled])')).toBeVisible();
-    const templateOption = cardForm.locator('select option:not([value=""])').first();
-    await expect(templateOption).toHaveCount(1);
-    await cardForm.locator('select').selectOption({ index: 1 });
-    const cardTitle = cardForm.locator('input[type="text"]');
+    const templateSelect = cardForm.getByRole('combobox', { name: 'Template', exact: true });
+    await expect(templateSelect).toBeVisible();
+    await expect(templateSelect).toBeEnabled();
+    const selectedTemplate = await templateSelect.selectOption({ index: 1 });
+    expect(selectedTemplate).toHaveLength(1);
+    const cardTitle = cardForm.getByRole('textbox', { name: /^Card title(?: \(optional\))?$/ });
     await cardTitle.fill('Synthetic public-safe card');
     await setFaults(context.request, [
       { method: 'POST', path: '/api/cards', status: 409, remaining: 2 },

backend/src/calendar/holdOverlay.ts

@@ -27,7 +27,7 @@ export function calendarHoldOverlay(holds: CalendarHold[]): CalendarOverlayProvi
           id: `calendar-hold:${hold.id}`,
           startDate: hold.date,
           endDate: hold.date,
-          label: `${hold.status === 'tentative' ? '(Proposal) ' : ''}${hold.title} · ${time}`,
+          label: `${hold.status === 'tentative' ? '[Proposed] ' : ''}${hold.title} · ${time}`,
           category: 'Calendar hold',
           slot: hold.window,
           isSlotEvent: true,

backend/src/calendar/holds.ts

@@ -19,7 +19,7 @@ export type CalendarHoldStatus = 'tentative' | 'confirmed' | 'released' | 'expir
 export type CalendarHoldReleaseReason = 'confirmed' | 'expired' | 'manual';
 export type CalendarHoldWindow = 'midday' | 'evening';
 
-export const HOLD_PROPOSAL_PREFIX = '(Proposal) ';
+export const HOLD_PROPOSAL_PREFIX = '[Proposed] ';
 export const HOLD_DEFAULT_DURATION_MINUTES = 60;
 export const HOLD_DEFAULT_WINDOW: CalendarHoldWindow = 'evening';
 export const HOLD_DEFAULT_TTL_DAYS = 7;
@@ -224,7 +224,7 @@ export function proposalTitle(title: string): string {
 }
 
 export function confirmedTitle(title: string): string {
-  return title.replace(/^(?:(?:\(Proposal\)|Proposed\s*[-–—:]?)\s*)+/i, '').trim();
+  return title.replace(/^(?:(?:\(Proposal\)|\[Proposed\]|Proposed\s*[-–—:]?)\s*)+/i, '').trim();
 }
 
 /** SOP podcast convention: the confirmed invite is named for the guest, not the topic. */

backend/src/calendar/linkConfirmedHold.ts

@@ -66,7 +66,7 @@ export async function linkConfirmedHold(
       if (event.organizer?.email?.toLowerCase() !== HOLD_ORGANIZER || event.location !== HOLD_ZOOM_LOCATION
         || !expectedInvite.attendees.every(email => event.attendees?.some(a => a.email?.toLowerCase() === email))
         || guests.some(email => event.attendees?.some(a => a.email?.toLowerCase() === email && a.responseStatus === 'declined'))
-        || /^\(Proposal\)|^Proposed -/i.test(event.summary || '')
+        || /^\(Proposal\)|^\[Proposed\]|^Proposed -/i.test(event.summary || '')
         || event.attendees?.some(a => HOLD_ATTENDEE_DENY_LIST.includes(a.email?.toLowerCase() || ''))
         || event.attendees?.some(a => a.email === PUBLIC_DTC_EVENTS_CALENDAR)) throw new HoldLinkError('Google invitation organizer, guests or Zoom do not match the DataOps invitation');
     }

backend/src/cards/createCard.ts

@@ -8,6 +8,9 @@
  */
 import type { DynamoDBDocumentClient } from '@aws-sdk/lib-dynamodb';
 
+import { prepareGuestIntake } from '../events/guestIntakeCreate';
+import { berlinToday } from '../calendar/ownerCalendarOverlay';
+import { GuestContactInputError } from '../events/guestContact';
 import { normalizeCardLinks } from '../artifactLinks';
 import {
   createCardFromTemplate,
@@ -168,25 +171,10 @@ export async function createCardFromInput(
   if (body.title !== undefined && typeof body.title !== 'string') {
     return fail(400, { error: 'title must be a string' });
   }
-  const undated = options.provisionalAnchorDate !== undefined;
-  if (undated && body.anchorDate !== undefined) {
-    return fail(400, { error: 'An undated Card takes no anchorDate' });
-  }
-  const anchorDate = undated ? options.provisionalAnchorDate : body.anchorDate;
-  if (!anchorDate) {
-    return fail(400, { error: 'Missing required field: anchorDate' });
-  }
-  if (!/^\d{4}-\d{2}-\d{2}$/.test(anchorDate as string)) {
-    return fail(400, { error: 'Invalid anchorDate format, expected YYYY-MM-DD' });
-  }
-  if (body.endDate !== undefined && !/^\d{4}-\d{2}-\d{2}$/.test(body.endDate as string)) {
-    return fail(400, { error: 'Invalid endDate format, expected YYYY-MM-DD' });
-  }
-
   const systemOwnedFields = [
     'version', 'expectedVersion', 'status', 'taskCount', 'openTaskCount',
     'completedAt', 'completedBy', 'activeStageBeforeCompletion', 'auditEventRefs', 'selectedOptionalGroups',
-    'linkedFrom',
+    'linkedFrom', 'guestIntake',
   ];
   const suppliedSystemField = systemOwnedFields.find((field) => Object.hasOwn(body, field));
   if (suppliedSystemField) {
@@ -200,12 +188,38 @@ export async function createCardFromInput(
   const template = await getTemplate(client, body.templateId);
   if (!template) return fail(404, { error: 'Template not found' });
 
+  let intake: Awaited<ReturnType<typeof prepareGuestIntake>>;
+  try {
+    intake = await prepareGuestIntake(client, actor.id, template, body);
+  } catch (error) {
+    return fail(error instanceof GuestContactInputError ? error.statusCode : 400, { error: (error as Error).message });
+  }
+  if (intake) {
+    const existing = await intake.replay();
+    if (existing) return existing;
+  }
+  const undated = options.provisionalAnchorDate !== undefined || Boolean(intake && body.anchorDate === undefined);
+  if (undated && body.anchorDate !== undefined) {
+    return fail(400, { error: 'An undated Card takes no anchorDate' });
+  }
+  const anchorDate = undated ? (options.provisionalAnchorDate || berlinToday()) : body.anchorDate;
+  if (!anchorDate) {
+    return fail(400, { error: 'Missing required field: anchorDate' });
+  }
+  if (!/^\d{4}-\d{2}-\d{2}$/.test(anchorDate as string)) {
+    return fail(400, { error: 'Invalid anchorDate format, expected YYYY-MM-DD' });
+  }
+  if (body.endDate !== undefined && !/^\d{4}-\d{2}-\d{2}$/.test(body.endDate as string)) {
+    return fail(400, { error: 'Invalid endDate format, expected YYYY-MM-DD' });
+  }
+
   // A Template with a card_title pattern names its Cards; otherwise the
   // caller must.
   let title = typeof body.title === 'string' ? body.title.trim() : '';
   if (!title && template.cardTitle) {
     title = renderCardTitle(template.cardTitle, cardFieldTitleValues(template.type || '', body)) || template.name;
   }
+  if (!title && intake) title = intake.title;
   if (!title) return fail(400, { error: 'Missing required field: title' });
 
   const VALID_STAGES = ['preparation', 'announced', 'after-event'];
@@ -279,6 +293,12 @@ export async function createCardFromInput(
     }
   }
 
+  if (intake) {
+    cardData.guestIntake = intake.marker;
+    if (intake.job.guestName && !cardData.people) cardData.people = [intake.job.guestName];
+    if (intake.job.guestEmail) cardData.guestEmails = [intake.job.guestEmail];
+  }
+
   const parsed = parseCardTitle(String(cardData.title || ''));
   if (parsed.tag && parsed.templateType) {
     if (cardData.issueNumber === undefined && parsed.issueNumber) {
@@ -337,11 +357,21 @@ export async function createCardFromInput(
       template,
       anchorDate as string,
       selectedGroups,
-      options.companions,
+      (card) => [...(options.companions?.(card) || []), ...(intake?.companions(card) || [])],
       body.counts as Record<string, number> | undefined,
+      intake?.tasks,
     );
     return { ok: true, card, tasks, template };
   } catch (error) {
+    if (intake) {
+      try {
+        const existing = await intake.replay();
+        if (existing) return existing;
+      } catch (replayError) {
+        if (replayError instanceof GuestContactInputError) return fail(replayError.statusCode, { error: replayError.message, code: replayError.code });
+        throw replayError;
+      }
+    }
     if (error instanceof TemplateVersionConflictError) {
       return fail(409, {
         code: 'template_version_conflict',

backend/src/db/sponsorDocs.ts

@@ -194,6 +194,8 @@ function cleanSponsorDoc(item: Record<string, unknown> | undefined): {
 }
 
 export interface CreateSponsorDocInput {
+  /** Internal durable orchestration identity. */
+  id?: string;
   cardId: string;
   template: SponsorDocTemplateKey;
   title: string;
@@ -209,7 +211,17 @@ export async function createSponsorDoc(
   client: DynamoDBDocumentClient,
   input: CreateSponsorDocInput,
 ): Promise<{ doc: SponsorDoc; accessCode: string }> {
-  const id = `sdoc-${randomBytes(8).toString('hex')}`;
+  const id = input.id || `sdoc-${randomBytes(8).toString('hex')}`;
+  if (input.id) {
+    const prior = await getSponsorDocWithAuthMaterial(client, id);
+    if (prior) {
+      if (prior.doc.cardId !== input.cardId || prior.doc.template !== input.template) throw new Error('Document identity belongs to another Card or type');
+      const accessCode = decryptSponsorDocAccessCode(id, prior.accessCodeCiphertext);
+      if (!accessCode) throw new Error('Saved guest document access code is unavailable');
+      await client.send(new PutCommand({ TableName: TABLE_ARTIFACTS, Item: { ...cardSponsorDocIndexKey(prior.doc.cardId, id), ...stripDerivedDocumentFields(toSummary(prior.doc)) } }));
+      return { doc: prior.doc, accessCode };
+    }
+  }
   const now = new Date().toISOString();
   const generated = generateSponsorDocAccessCode();
   const ciphertext = encryptAccessCode(id, generated.code);
@@ -251,7 +263,7 @@ export async function createSponsorDoc(
     ...stripDerivedDocumentFields(toSummary(doc)),
   };
 
-  await client.send(new PutCommand({ TableName: TABLE_ARTIFACTS, Item: primaryItem }));
+  await client.send(new PutCommand({ TableName: TABLE_ARTIFACTS, Item: primaryItem, ...(input.id ? { ConditionExpression: 'attribute_not_exists(PK)' } : {}) }));
   await client.send(new PutCommand({ TableName: TABLE_ARTIFACTS, Item: indexItem }));
 
   return { doc, accessCode: generated.code };
@@ -324,7 +336,7 @@ export async function updateSponsorDoc(
   const nextTemplate = input.actorKind === 'staff' && input.template ? input.template : doc.template;
   let nextContent: Record<string, string>;
   if (nextTemplate !== doc.template) {
-    const carried: Record<string, unknown> = { ...doc.content, ...(input.content || {}) };
+    const carried: Record<string, unknown> = { ...loaded.doc.content, ...(input.content || {}) };
     nextContent = sanitizeTemplateContent(nextTemplate, carried, defaultContentForTemplate(nextTemplate));
     const dropped = Object.entries(carried)
       .filter(([key, value]) => !Object.hasOwn(nextContent, key) && String(value ?? '').trim());

backend/src/db/templates.ts

@@ -917,6 +917,7 @@ async function createCardFromTemplate(
   selectedGroups?: string[],
   companions: (card: Card) => PlannedWrite[] = () => [],
   counts?: Record<string, number>,
+  extraTasks?: (card: Card) => Task[],
 ): Promise<{ card: Card; tasks: Task[] }> {
   const resolved = await resolveTemplateConditionalValidation(client, template, anchorDate);
   const cardCounts = cardCountValues(resolved, counts);
@@ -940,6 +941,12 @@ async function createCardFromTemplate(
     updatedAt: now,
     ...templateTaskProjection(resolved, definition, definition.order!, anchorDate, card.id, assignment, idsByRef, endDate),
   }) as Task);
+  if (extraTasks) {
+    const additional = extraTasks(card);
+    tasks.push(...additional);
+    card.taskCount += additional.length;
+    card.openTaskCount += additional.filter(t => t.status === 'todo' || t.status === 'waiting').length;
+  }
 
   const companionWrites = companions(card);
   // Card Put + Template fenced Update + one Put per Task + the owner's writes.

backend/src/docs/frontend-assets.json

@@ -159,7 +159,9 @@
     "src/surfaces/operations/newsletter-preview.js",
     "src/surfaces/operations/sponsor-doc-bullets.js",
     "src/surfaces/operations/sponsor-doc-email-card.js",
+    "src/surfaces/operations/sponsor-doc-event-time.js",
     "src/surfaces/operations/sponsor-doc-gate.js",
+    "src/surfaces/operations/sponsor-doc-guest-schedule.js",
     "src/surfaces/operations/sponsor-doc-radio.js",
     "src/surfaces/operations/sponsor-doc-select.js",
     "src/surfaces/operations/sponsor-docs.js",
@@ -195,6 +197,7 @@
     "src/surfaces/tasks/queue-route-context.js",
     "src/surfaces/tasks/queue-skeleton.js",
     "src/surfaces/tasks/queue.js",
+    "src/surfaces/tasks/quick-card-create.js",
     "src/surfaces/tasks/quick-create.js",
     "src/surfaces/tasks/recurring.js",
     "src/surfaces/tasks/template-list.js",

backend/src/events/guestContact.ts

@@ -0,0 +1,80 @@
+import type { DynamoDBDocumentClient } from '@aws-sdk/lib-dynamodb';
+import { getCrmRecord } from '../db/sponsorCrm';
+
+export interface GuestContactInput {
+  guestEmail?: unknown;
+  guestName?: unknown;
+  guestPersonId?: unknown;
+  guestContactId?: unknown;
+  guestReference?: unknown;
+}
+
+export interface ResolvedGuestContact {
+  email?: string;
+  name?: string;
+  reference?: { kind: 'contact'; id: string };
+}
+
+export class GuestContactInputError extends Error {
+  constructor(message: string, readonly statusCode = 400, readonly code = 'invalid_guest_contact') {
+    super(message);
+    this.name = 'GuestContactInputError';
+  }
+}
+
+const EMAIL = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
+const ID = /^[A-Za-z0-9][A-Za-z0-9._:-]{0,127}$/;
+const blocked = (record: Record<string, unknown>) => Boolean(record.doNotContact
+  || (Array.isArray(record.tags) && record.tags.includes('do-not-contact')));
+
+/** CRM People are CONTACT projections. Public website speaker profiles have no private email. */
+export async function resolveGuestContact(
+  client: DynamoDBDocumentClient,
+  input: GuestContactInput,
+): Promise<ResolvedGuestContact> {
+  let email: string | undefined;
+  if (input.guestEmail !== undefined && input.guestEmail !== '') {
+    if (typeof input.guestEmail !== 'string' || input.guestEmail.trim().length > 254 || !EMAIL.test(input.guestEmail.trim())) {
+      throw new GuestContactInputError('guestEmail must be a valid email address');
+    }
+    email = input.guestEmail.trim().toLowerCase();
+  }
+  let name: string | undefined;
+  if (input.guestName !== undefined && input.guestName !== '') {
+    if (typeof input.guestName !== 'string' || input.guestName.length > 200 || /[\r\n]/.test(input.guestName)) {
+      throw new GuestContactInputError('guestName must be a single-line name of at most 200 characters');
+    }
+    name = input.guestName.trim() || undefined;
+  }
+  const references = [input.guestPersonId, input.guestContactId].filter(value => value !== undefined && value !== '');
+  if (input.guestReference !== undefined) {
+    const ref = input.guestReference;
+    if (!ref || typeof ref !== 'object' || Array.isArray(ref)
+      || !['person', 'contact'].includes(String((ref as Record<string, unknown>).kind))) {
+      throw new GuestContactInputError('guestReference must identify a saved CRM person or contact');
+    }
+    references.push((ref as Record<string, unknown>).id);
+  }
+  if (!references.length) return { ...(email ? { email } : {}), ...(name ? { name } : {}) };
+  if (references.some(value => typeof value !== 'string' || !ID.test(value.trim()))) {
+    throw new GuestContactInputError('The saved guest reference must be a valid CRM id');
+  }
+  const ids = [...new Set((references as string[]).map(value => value.trim()))];
+  if (ids.length !== 1) throw new GuestContactInputError('Guest references identify different saved contacts');
+  const contact = await getCrmRecord(client, 'contact', ids[0]);
+  if (!contact) throw new GuestContactInputError('Saved guest contact not found', 404, 'guest_contact_not_found');
+  if (contact.archivedAt || contact.active === false) {
+    throw new GuestContactInputError('The saved guest contact is inactive', 422, 'guest_contact_inactive');
+  }
+  const company = typeof contact.organizationId === 'string'
+    ? await getCrmRecord(client, 'organization', contact.organizationId) : null;
+  if (blocked(contact) || (company && blocked(company))) {
+    throw new GuestContactInputError('The saved guest is marked do not contact', 422, 'guest_contact_blocked');
+  }
+  const savedEmail = Array.isArray(contact.emails)
+    ? contact.emails.find(value => typeof value === 'string' && value.trim().length <= 254 && EMAIL.test(value.trim())) : undefined;
+  // Only the structured email list is a source. Notes, social links and plain Card.people names are not.
+  email ||= typeof savedEmail === 'string' ? savedEmail.trim().toLowerCase() : undefined;
+  name ||= typeof contact.name === 'string' ? contact.name.trim() || undefined : undefined;
+  return { ...(email ? { email } : {}), ...(name ? { name } : {}), reference: { kind: 'contact', id: ids[0] } };
+}