chore(crm): pull SDK 0.1.2 (uploading-progress chip)

- crm.messenger.directory limit 200 -> 100 (be-crm caps at 100, was 400 Bad
  Request) in both the inbox + messaging adapters.
- CrmInboxAdapter.downloadAttachment via crm.media.presignDownload, so mail
  attachments are downloadable. Pull SDK 0.1.1.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

.npmrc

@@ -1,2 +1,6 @@
 @abe-kap:registry=https://npm.pkg.github.com
 //npm.pkg.github.com/:_authToken=${NODE_AUTH_TOKEN}
+# @insignia/* (iios-kernel-client — the MessageSocket live stream) resolve from the
+# self-hosted Gitea npm registry. Install needs a token with `read:package` in GITEA_TOKEN.
+@insignia:registry=https://git.lynkedup.cloud/api/packages/insignia/npm/
+//git.lynkedup.cloud/api/packages/insignia/npm/:_authToken=${GITEA_TOKEN}

docs/superpowers/specs/2026-07-17-messaging-sdk-design.md

@@ -0,0 +1,240 @@
+# Messaging UI SDK — Design
+
+**Date:** 2026-07-17
+**Status:** Approved, pending implementation plan
+
+## Problem
+
+Messaging UI is rewritten from scratch in every app that needs it. `lynkeduppro-crm`
+has a rich, working messenger — conversation list, thread view, bubbles, reactions,
+reply threading, typing, read receipts — built as 352 lines in
+`src/components/dashboard/messenger.tsx` over 371 lines in `src/lib/messenger-api.ts`.
+None of it is reusable.
+
+### Why not just use `@insignia/iios-message-web`?
+
+Because it does not solve this problem, and the CRM already rejected it.
+
+`iios-message-web` is 109 lines across 2 files. It is fully headless: its only JSX is
+the context provider element itself. It exports `MessageProvider`, `useThread`,
+`useMessages` and a `Message` type — nothing more. It ships no components, no CSS, no
+theming.
+
+It also guessed its API wrong. `useMessages.send` narrows the options bag to
+`{ contentRef? }`, while the underlying `MessageSocket.sendMessage` accepts
+`parentInteractionId`, `mentions`, and `attachment`. Threading, mentions and
+attachments are unreachable through its public API. The socket is held in a
+module-private context with no escape hatch. It has zero consumers outside the iios
+repo, and its own docs reference a `useSendMessage` hook that does not exist.
+
+The CRM consequently bypassed it and depends on `@insignia/iios-kernel-client`
+directly.
+
+**The lesson drives this design:** the headless layer is already an SDK
+(`iios-kernel-client` — sockets, threads, receipts, typing, published, consumed). A
+second headless package saves no app any work. The unsolved part is the UI.
+
+### Why tower is not a consumer
+
+Tower's messaging is a WhatsApp group ingest → moderate → forward pipeline, not chat.
+There is no `Conversation` model; `Message` is a captured group post keyed by
+`senderJid` + `sourceGroupId` with a moderation `status` enum
+(`RAW/PENDING/APPROVED/...`) — no recipient, no delivery state. "Send" is a BullMQ job
+rate-limited to 20 forwards/minute to avoid WhatsApp bans. There is no
+socket.io/websocket/SSE in the browser anywhere in the repo. Its `threads` and
+`drafts` mean different things than a chat SDK's would.
+
+Tower would pay the abstraction cost for realtime machinery it never turns on. It is
+explicitly out of scope.
+
+## Constraint: one real consumer
+
+`lynkeduppro-crm` is the only consumer. Genericity is not achievable by intent — it is
+forced by a second consumer. This design therefore ports only what is already proven
+in production and refuses to invent abstraction for imagined needs. `iios-message-web`
+is the cautionary example of the opposite approach.
+
+## Architecture
+
+One package, `@insignia/messaging-ui`, published to the existing Gitea registry
+(`https://git.lynkedup.cloud/api/packages/insignia/npm/`). React as a peer dependency.
+
+```
+@insignia/messaging-ui
+  .                  → components + provider + hooks
+  ./styles.css       → structural CSS + token defaults
+  ./adapters/kernel   → optional iios-kernel-client adapter
+  ./adapters/mock     → in-memory adapter for demos/tests
+```
+
+**The core has zero transport knowledge.** `iios-kernel-client` is reachable only via
+the optional `./adapters/kernel` subpath, so an app on a different backend never pulls
+socket code. This is the specific mistake `iios-message-web` made by welding itself to
+`MessageSocket`.
+
+This boundary is load-bearing for the actual consumer: the CRM does **not** talk to
+iios directly. It routes messaging through be-crm's data door (`crm.messenger.*`) via
+`@abe-kap/appshell-sdk`, socket-primary with a 4s REST poll fallback. An SDK that
+hardcoded `iios-kernel-client` could not be adopted by the only app that wants it.
+
+## The adapter contract
+
+Lifted from the existing `MessengerData`/`ThreadData` interfaces in
+`src/lib/messenger-api.ts`, which already survived two implementations (live + mock).
+Two implementations is the minimum real evidence that a seam is genuine rather than
+imagined. This contract was not designed for an SDK — it earned its shape.
+
+```ts
+interface MessagingAdapter {
+  listConversations(): Promise<Conversation[]>;
+  openThread(p: { participantIds: string[]; subject?: string }): Promise<{ threadId: string }>;
+  history(threadId: string): Promise<Message[]>;
+  send(threadId: string, content: string, opts?: SendOpts): Promise<Message>;
+  subscribe(threadId: string, cb: (e: MessageEvent) => void): Unsubscribe;
+  sendTyping(threadId: string): void;
+  markRead(threadId: string, messageId: string): Promise<void>;
+  react?(messageId: string, emoji: string): Promise<void>;
+  upload?(file: File): Promise<{ url: string; mime: string; name: string }>;
+  currentActorId(): string | null;
+}
+
+interface SendOpts {
+  parentInteractionId?: string;
+  attachment?: { url: string; mime: string; name: string };
+}
+```
+
+### Graceful degradation
+
+`react` and `upload` are optional. When an adapter omits them the UI hides the
+reaction picker or the attach button respectively. This is how one component set
+serves both a full CRM messenger and a stripped-down widget without a `mode` prop.
+
+### `currentActorId` fixes a live bug
+
+Today the CRM infers the current actor id by scanning for a message you sent:
+
+```ts
+// src/lib/messenger-socket.tsx — current behaviour
+const mine = socketMsgs.find((m) => m.mine && m.actorId);
+if (mine?.actorId && mine.actorId !== myActorId) setMyActorId(mine.actorId);
+```
+
+Until you have sent a message in a thread, `myActorId` is `null`. Because the REST
+poll fallback computes `mine: !!myActorId && m.actorId === myActorId`, **every message
+renders as not-yours** in that state. The root cause is that the kernel's receipt
+event carries no `threadId`, making it a global stream the CRM compensates for.
+
+Making identity an explicit adapter responsibility eliminates this class of bug rather
+than porting it. The two-tier socket/poll fallback stays in the adapter, not the SDK —
+the CRM's adapter keeps its 4s poll; a socket-only app implements `subscribe` and
+never polls.
+
+## Components
+
+Composable primitives plus one all-in-one for drop-in use:
+
+```tsx
+<MessagingProvider adapter={adapter}>
+  <Messenger onNewChat={openPicker} />        {/* all-in-one: list + thread */}
+
+  {/* ...or compose: */}
+  <ConversationList onSelect={setId} renderRow={custom} />
+  <ThreadView threadId={id} />
+  <Composer threadId={id} />
+</MessagingProvider>
+```
+
+Hooks remain exported (`useConversations`, `useThread`, `useMessages`) so a host
+wanting entirely custom UI can use the SDK headlessly. This makes `iios-message-web`'s
+use case a strict subset of this package rather than a competitor.
+
+### Explicitly out of scope
+
+- **Inbox.** Coupled to iios semantics, not chat transport. Items are projected
+  server-side by iios from domain events (`MENTION`, `NEEDS_REPLY`, `SUPPORT_UPDATE`,
+  `CRM_OWNER_INTEREST`); authz is OPA policy. A chat SDK cannot own this.
+- **People picker / directory.** Fed by `crm.messenger.directory`. "Who exists and who
+  may I message" is host and tenant territory. `<Messenger>` takes an `onNewChat`
+  callback; the host renders its own picker.
+- **Presence.** No consumer needs it.
+
+## Theming
+
+Structural CSS with token defaults, overridden by the host. No Tailwind, no CSS-in-JS,
+no build coupling — the CRM has no shadcn and near-zero Tailwind (its real styling is
+1142 lines of hand-rolled `dashboard.css` plus inline style objects), so a
+Tailwind-based SDK would force a restyle of the only consumer.
+
+```css
+:root {
+  --msg-font; --msg-radius; --msg-gap;
+  --msg-bubble-own-bg; --msg-bubble-other-bg;
+  --msg-accent; --msg-muted; --msg-surface; --msg-border;
+}
+```
+
+Every component accepts `className`; `<Messenger>` accepts a `classNames` slot map for
+per-part overrides. The CRM's existing `#6366f1 → #8b5cf6` group-avatar gradient
+becomes a token value rather than a hardcode.
+
+## Attachments
+
+The SDK renders attachments (image thumbnail, file chip, download) and calls
+`adapter.upload(file)`, passing the result into `send`. **Storage, auth, and
+size/mime limits are host concerns** — baking in an upload target would break the next
+app. The attach button is hidden when `upload` is absent.
+
+`MessageSocket.sendMessage` already accepts an `attachment` field, so this exercises
+an existing wire contract rather than inventing one. No consumer has exercised it yet;
+the CRM has no file upload anywhere today.
+
+## Data flow
+
+1. Host constructs an adapter (CRM: wrapping appshell data door + socket).
+2. `MessagingProvider` holds the adapter in context.
+3. `useConversations` calls `listConversations`; `useMessages(threadId)` calls
+   `history` then `subscribe`.
+4. `Composer` calls `send` with optimistic append; on rejection the optimistic message
+   is rolled back and the input text restored (matching current CRM behaviour).
+5. `subscribe` events reconcile against optimistic state by message id.
+
+## Error handling
+
+- Adapter method rejection surfaces via hook `error` state; components render an
+  inline error affordance, never throw.
+- Optimistic send failure restores composer text — the CRM's current behaviour, kept.
+- `subscribe` disconnect is the adapter's problem, not the SDK's. The SDK renders a
+  `connected: boolean` from the adapter as a banner (the CRM's existing "Demo mode"
+  banner generalises to this).
+
+## Validation
+
+The migration is the validation. There is no second app, so the honest bar is:
+
+1. Rewrite the CRM's `messenger.tsx` to consume the SDK; its data-door implementation
+   becomes `CrmMessagingAdapter`. **Success = identical behaviour with the 352-line
+   component deleted**, and the mock adapter preserving demo-mode fallback.
+2. Then `support.tsx`'s `MessageCenter` — currently pure `setTimeout` theatre with no
+   backend — becomes a zero-risk second surface.
+
+Two surfaces in one app is not a true second consumer. It is the best honest test
+available of the adapter boundary, and it should be understood as such. **The design
+should be revisited when a genuine second app appears** rather than treated as settled.
+
+## Testing
+
+- **Component tests against the mock adapter** — no network. This is the payoff of the
+  injected seam.
+- **`CrmMessagingAdapter` tested against the contract** independently of UI.
+- **A shared adapter conformance suite** any adapter can run, so the kernel and CRM
+  adapters are verified against one definition of correct.
+- Explicit regression test for the `currentActorId` bug: messages render as own before
+  the user has sent anything in the thread.
+
+## Open questions
+
+- Package name: `@insignia/messaging-ui` assumed, not confirmed.
+- Whether `CrmMessagingAdapter` lives in the CRM repo or ships as
+  `./adapters/crm`. Preference: the CRM repo — it depends on appshell-sdk, which the
+  SDK must not.

next.config.ts

@@ -1,8 +1,8 @@
 import type { NextConfig } from "next";
 
 const nextConfig: NextConfig = {
-  // The SDK ships ESM/TS; let Next transpile it.
+  // The SDKs ship ESM; let Next transpile them.
-  transpilePackages: ["@abe-kap/appshell-sdk"],
+  transpilePackages: ["@abe-kap/appshell-sdk", "@insignia/iios-messaging-ui"],
   // The browser calls the Shell BFF same-origin under /shell (so the HttpOnly
   // session cookie flows). We deliberately use /shell (NOT /api) to avoid
   // clobbering the existing /api/geo route. Point BFF_ORIGIN at the deployed BFF.

package-lock.json

@@ -9,6 +9,8 @@
       "version": "0.1.0",
       "dependencies": {
         "@abe-kap/appshell-sdk": "^0.2.6",
+        "@insignia/iios-kernel-client": "^0.1.4",
+        "@insignia/iios-messaging-ui": "^0.1.2",
         "clsx": "^2.1.1",
         "lucide-react": "^1.21.0",
         "next": "16.2.9",
@@ -1011,6 +1013,35 @@
         "url": "https://opencollective.com/libvips"
       }
     },
+    "node_modules/@insignia/iios-contracts": {
+      "version": "0.1.0",
+      "resolved": "https://git.lynkedup.cloud/api/packages/insignia/npm/%40insignia%2Fiios-contracts/-/0.1.0/iios-contracts-0.1.0.tgz",
+      "integrity": "sha512-+ycbP8ORdwllMtn7dmxIL7lnDpDDkV+gHqT2OKJtMplMivjKU03gsuuEveQxnrE1CMvZ3fcSljmfMs10Cw131g=="
+    },
+    "node_modules/@insignia/iios-kernel-client": {
+      "version": "0.1.4",
+      "resolved": "https://git.lynkedup.cloud/api/packages/insignia/npm/%40insignia%2Fiios-kernel-client/-/0.1.4/iios-kernel-client-0.1.4.tgz",
+      "integrity": "sha512-pYBHH21TvgOOm0kp3ogvZx/iEzXLwmU23jHpDzIolh5FrqxCrcpUjRwLDkeYRTTkRVdoJAPTmPES/pU66iNoiA==",
+      "dependencies": {
+        "@insignia/iios-contracts": "0.1.0",
+        "socket.io-client": "^4.8.1"
+      }
+    },
+    "node_modules/@insignia/iios-messaging-ui": {
+      "version": "0.1.2",
+      "resolved": "https://git.lynkedup.cloud/api/packages/insignia/npm/%40insignia%2Fiios-messaging-ui/-/0.1.2/iios-messaging-ui-0.1.2.tgz",
+      "integrity": "sha512-YsoTM9vmjQ+dk6Hch5nXuqMFAdybd3luAZepfaliOw727ylc8FPAtwTMMcIWQ3WOQPa2eKeGLiEpo61QCO0GrA==",
+      "peerDependencies": {
+        "@insignia/iios-kernel-client": "*",
+        "react": ">=18",
+        "react-dom": ">=18"
+      },
+      "peerDependenciesMeta": {
+        "@insignia/iios-kernel-client": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/@jridgewell/gen-mapping": {
       "version": "0.3.13",
       "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.13.tgz",
@@ -1279,6 +1310,12 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/@socket.io/component-emitter": {
+      "version": "3.1.2",
+      "resolved": "https://registry.npmjs.org/@socket.io/component-emitter/-/component-emitter-3.1.2.tgz",
+      "integrity": "sha512-9BCxFwvbGg/RsZK9tjXd8s4UcwR0MWeFQ1XEKIQVVvAGJyINdrqKMcTRyLoK8Rse1GjzLV9cwjWV1olXRWEXVA==",
+      "license": "MIT"
+    },
     "node_modules/@supabase/auth-js": {
       "version": "2.110.2",
       "resolved": "https://registry.npmjs.org/@supabase/auth-js/-/auth-js-2.110.2.tgz",
@@ -3051,7 +3088,6 @@
       "version": "4.4.3",
       "resolved": "https://registry.npmjs.org/debug/-/debug-4.4.3.tgz",
       "integrity": "sha512-RGwwWnwQvkVfavKVt22FGLw+xYSdzARwm0ru6DhTVA3umU5hZc28V3kO4stgYryrTlLpuvgI9GiijltAjNbcqA==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "ms": "^2.1.3"
@@ -3205,6 +3241,28 @@
         "node": ">= 0.8"
       }
     },
+    "node_modules/engine.io-client": {
+      "version": "6.6.6",
+      "resolved": "https://registry.npmjs.org/engine.io-client/-/engine.io-client-6.6.6.tgz",
+      "integrity": "sha512-iY6QdftLQ9pyiPoX082bpf/u1UewnOaJrtJIF9T0++QB34lZrj0uP+Q/bj8AlUsAxqhnkTV2BS8SBZSxOmoV5Q==",
+      "license": "MIT",
+      "dependencies": {
+        "@socket.io/component-emitter": "~3.1.0",
+        "debug": "~4.4.1",
+        "engine.io-parser": "~5.2.1",
+        "ws": "~8.21.0",
+        "xmlhttprequest-ssl": "~2.1.1"
+      }
+    },
+    "node_modules/engine.io-parser": {
+      "version": "5.2.3",
+      "resolved": "https://registry.npmjs.org/engine.io-parser/-/engine.io-parser-5.2.3.tgz",
+      "integrity": "sha512-HqD3yTBfnBxIrbnM1DoD6Pcq8NECnh8d4As1Qgh0z5Gg3jRRIqijury0CL3ghu/edArpUYiYqQiDUQBIs4np3Q==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=10.0.0"
+      }
+    },
     "node_modules/enhanced-resolve": {
       "version": "5.21.6",
       "resolved": "https://registry.npmjs.org/enhanced-resolve/-/enhanced-resolve-5.21.6.tgz",
@@ -6688,6 +6746,34 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/socket.io-client": {
+      "version": "4.8.3",
+      "resolved": "https://registry.npmjs.org/socket.io-client/-/socket.io-client-4.8.3.tgz",
+      "integrity": "sha512-uP0bpjWrjQmUt5DTHq9RuoCBdFJF10cdX9X+a368j/Ft0wmaVgxlrjvK3kjvgCODOMMOz9lcaRzxmso0bTWZ/g==",
+      "license": "MIT",
+      "dependencies": {
+        "@socket.io/component-emitter": "~3.1.0",
+        "debug": "~4.4.1",
+        "engine.io-client": "~6.6.1",
+        "socket.io-parser": "~4.2.4"
+      },
+      "engines": {
+        "node": ">=10.0.0"
+      }
+    },
+    "node_modules/socket.io-parser": {
+      "version": "4.2.6",
+      "resolved": "https://registry.npmjs.org/socket.io-parser/-/socket.io-parser-4.2.6.tgz",
+      "integrity": "sha512-asJqbVBDsBCJx0pTqw3WfesSY0iRX+2xzWEWzrpcH7L6fLzrhyF8WPI8UaeM4YCuDfpwA/cgsdugMsmtz8EJeg==",
+      "license": "MIT",
+      "dependencies": {
+        "@socket.io/component-emitter": "~3.1.0",
+        "debug": "~4.4.1"
+      },
+      "engines": {
+        "node": ">=10.0.0"
+      }
+    },
     "node_modules/source-map-js": {
       "version": "1.2.1",
       "resolved": "https://registry.npmjs.org/source-map-js/-/source-map-js-1.2.1.tgz",
@@ -7448,6 +7534,35 @@
         "node": ">=0.10.0"
       }
     },
+    "node_modules/ws": {
+      "version": "8.21.1",
+      "resolved": "https://registry.npmjs.org/ws/-/ws-8.21.1.tgz",
+      "integrity": "sha512-+0NTnW77fFN/DjQi6k/Sq/Yvk4Sgajw7urW8V+asjXnRgDs9gyGkdb7EzgfhA4goXsRIZKE28fzIXBHEzhuiWw==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=10.0.0"
+      },
+      "peerDependencies": {
+        "bufferutil": "^4.0.1",
+        "utf-8-validate": ">=5.0.2"
+      },
+      "peerDependenciesMeta": {
+        "bufferutil": {
+          "optional": true
+        },
+        "utf-8-validate": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/xmlhttprequest-ssl": {
+      "version": "2.1.2",
+      "resolved": "https://registry.npmjs.org/xmlhttprequest-ssl/-/xmlhttprequest-ssl-2.1.2.tgz",
+      "integrity": "sha512-TEU+nJVUUnA4CYJFLvK5X9AOeH4KvDvhIfm0vV1GaQRtchnG0hgK5p8hw/xjv8cunWYCsiPCSDzObPyhEwq3KQ==",
+      "engines": {
+        "node": ">=0.4.0"
+      }
+    },
     "node_modules/yallist": {
       "version": "3.1.1",
       "resolved": "https://registry.npmjs.org/yallist/-/yallist-3.1.1.tgz",

package.json

@@ -10,6 +10,8 @@
   },
   "dependencies": {
     "@abe-kap/appshell-sdk": "^0.2.6",
+    "@insignia/iios-kernel-client": "^0.1.4",
+    "@insignia/iios-messaging-ui": "^0.1.2",
     "clsx": "^2.1.1",
     "lucide-react": "^1.21.0",
     "next": "16.2.9",

src/app/api/email/invite/route.ts

@@ -1,74 +0,0 @@
-import { NextResponse } from "next/server";
-import { buildInviteEmail } from "@/lib/invite-email";
-
-// Sends a team-invitation email via the Twilio Emails API. Server-only: the Twilio
-// Account SID + Auth Token come from Vercel env (TWILIO_ACCOUNT_SID / TWILIO_AUTH_TOKEN)
-// and never reach the browser. From EMAIL_FROM_ADDRESS (default support@lynkedup.dev).
-//
-// POST /api/email/invite  { to, token, roleNames?[] }  → { ok }
-// The email body is a fixed invite template (only `to` + `token` + role names are
-// caller-supplied), so this can't be used to send arbitrary content.
-
-export const runtime = "nodejs";
-
-const TWILIO_EMAILS_URL = "https://comms.twilio.com/v1/Emails";
-const EMAIL_RE = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
-const SESSION_COOKIE = "__Host-insignia_session";
-
-export async function POST(request: Request) {
-  // Light guard: only a signed-in session (which the invite UI has) may trigger sends,
-  // so this isn't an open email relay. Presence check — the cookie is HttpOnly + __Host-.
-  const cookies = request.headers.get("cookie") ?? "";
-  if (!cookies.includes(`${SESSION_COOKIE}=`)) {
-    return NextResponse.json({ ok: false, error: "unauthorized" }, { status: 401 });
-  }
-
-  const sid = process.env.TWILIO_ACCOUNT_SID ?? "";
-  const authToken = process.env.TWILIO_AUTH_TOKEN ?? "";
-  const from = process.env.EMAIL_FROM_ADDRESS ?? "support@lynkedup.dev";
-  const fromName = process.env.EMAIL_FROM_NAME ?? "LynkedUp Pro";
-  if (!sid || !authToken) {
-    return NextResponse.json({ ok: false, error: "email_not_configured" }, { status: 503 });
-  }
-
-  let body: { to?: string; token?: string; roleNames?: string[] };
-  try {
-    body = await request.json();
-  } catch {
-    return NextResponse.json({ ok: false, error: "invalid_json" }, { status: 400 });
-  }
-
-  const to = (body.to ?? "").trim().toLowerCase();
-  const token = (body.token ?? "").trim();
-  const roleNames = Array.isArray(body.roleNames) ? body.roleNames.filter((r) => typeof r === "string").slice(0, 10) : [];
-  if (!EMAIL_RE.test(to)) return NextResponse.json({ ok: false, error: "invalid_email" }, { status: 400 });
-  if (token.length < 16 || token.length > 256) return NextResponse.json({ ok: false, error: "invalid_token" }, { status: 400 });
-
-  const origin = (process.env.PORTAL_BASE_URL || new URL(request.url).origin).replace(/\/$/, "");
-  const inviteUrl = `${origin}/portal/invite?token=${encodeURIComponent(token)}`;
-  const { subject, html, text } = buildInviteEmail({ inviteUrl, roleNames });
-
-  const payload = {
-    from: { address: from, name: fromName },
-    to: [{ address: to }],
-    content: { subject, html, text },
-  };
-
-  try {
-    const res = await fetch(TWILIO_EMAILS_URL, {
-      method: "POST",
-      headers: {
-        "Content-Type": "application/json",
-        Authorization: `Basic ${Buffer.from(`${sid}:${authToken}`).toString("base64")}`,
-      },
-      body: JSON.stringify(payload),
-    });
-    if (!res.ok) {
-      const detail = await res.text().catch(() => "");
-      return NextResponse.json({ ok: false, error: "send_failed", status: res.status, detail: detail.slice(0, 300) }, { status: 502 });
-    }
-    return NextResponse.json({ ok: true });
-  } catch (e) {
-    return NextResponse.json({ ok: false, error: "send_error", detail: (e as Error).message }, { status: 502 });
-  }
-}

src/app/dashboard/dashboard.css

@@ -133,6 +133,21 @@
   
   .dash-content { padding: 22px 28px 40px; width: 100%; }
   .sec-title { font-size: 15px; font-weight: 700; margin: 6px 0 14px; }
+
+  /* Host for @insignia/iios-messaging-ui: a fixed-height card that maps the SDK's --miu-* tokens
+     onto the CRM design system, so the drop-in SDK matches the rest of the app. */
+  .dash-root .miu-host { height: 620px; border: 1px solid var(--border); border-radius: 16px; overflow: hidden; }
+  .dash-root .miu-host .miu-messenger,
+  .dash-root .miu-host .miu-inbox {
+    --miu-bg: var(--bg);
+    --miu-panel: var(--panel);
+    --miu-panel-2: var(--panel-2);
+    --miu-border: var(--border);
+    --miu-text: var(--text);
+    --miu-muted: var(--muted);
+    --miu-accent: var(--orange);
+    --miu-accent-text: #1a1206;
+  }
   
   /* ---- grid helpers ---- */
   .grid { display: grid; gap: 16px; }
@@ -437,7 +452,7 @@
   .dash-root .ds-modal-ic { width: 38px; height: 38px; border-radius: 11px; flex: 0 0 auto; display: grid; place-items: center; color: var(--orange); background: color-mix(in srgb, var(--orange) 14%, transparent); }
   .dash-root .ds-modal-head h3 { font-size: 16px; font-weight: 700; }
   .dash-root .ds-modal-head p { font-size: 12.5px; color: var(--muted); margin-top: 3px; }
-  .dash-root .ds-modal-body { padding: 18px 20px; overflow-y: auto; }
+  .dash-root .ds-modal-body { padding: 18px 20px; overflow-y: auto; flex: 1 1 auto; min-height: 0; }
   .dash-root .ds-modal-foot { display: flex; justify-content: flex-end; gap: 10px; padding: 14px 20px; border-top: 1px solid var(--border); }
   
   /* ---- Toasts ---- */
@@ -1140,4 +1155,24 @@
     .dash-root .ai-bubble { max-width: 86%; }
     .dash-root .ai-view { height: calc(100vh - 150px); }
   }
-  
+  
+  /* ---- Org Settings → Integrations ---- */
+  .dash-root .settings-section { margin-top: 8px; }
+  .dash-root .settings-section-title { font-size: 13px; font-weight: 700; letter-spacing: 0.02em; text-transform: uppercase; color: var(--muted); margin: 0 0 14px; }
+  .dash-root .settings-grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(340px, 1fr)); gap: 16px; }
+  .dash-root .settings-card { border: 1px solid var(--border); background: var(--panel); border-radius: 16px; padding: 18px; display: flex; flex-direction: column; gap: 16px; }
+  .dash-root .settings-card.is-soon { opacity: 0.6; }
+  .dash-root .settings-card-head { display: flex; align-items: flex-start; gap: 12px; }
+  .dash-root .settings-card-ic { flex: 0 0 auto; width: 38px; height: 38px; display: grid; place-items: center; border-radius: 11px; background: color-mix(in srgb, var(--orange) 14%, transparent); color: var(--orange); }
+  .dash-root .settings-card-titles { flex: 1 1 auto; min-width: 0; }
+  .dash-root .settings-card-name { font-size: 15px; font-weight: 700; color: var(--text); }
+  .dash-root .settings-card-sub { font-weight: 500; color: var(--muted); }
+  .dash-root .settings-card-desc { font-size: 12.5px; color: var(--muted); margin-top: 2px; }
+  .dash-root .settings-card-body { display: flex; flex-direction: column; gap: 12px; }
+  .dash-root .settings-kv { display: grid; gap: 10px; margin: 0; }
+  .dash-root .settings-kv > div { display: flex; justify-content: space-between; align-items: baseline; gap: 12px; border-bottom: 1px solid var(--border); padding-bottom: 8px; }
+  .dash-root .settings-kv > div:last-child { border-bottom: 0; padding-bottom: 0; }
+  .dash-root .settings-kv dt { font-size: 12.5px; color: var(--muted); }
+  .dash-root .settings-kv dd { margin: 0; font-size: 13px; font-weight: 600; color: var(--text); font-variant-numeric: tabular-nums; }
+  .dash-root .settings-card-actions { display: flex; gap: 8px; align-items: center; margin-top: 2px; }
+  .dash-root .settings-card-note { font-size: 12px; color: var(--muted); background: var(--panel-2); border: 1px solid var(--border); border-radius: 10px; padding: 8px 12px; }

src/components/dashboard/dashboard.tsx

@@ -15,6 +15,9 @@ import { Support } from "./support";
 import { Rules } from "./rules";
 import { AiAssistant } from "./ai-assistant";
 import { TeamManagement } from "./team-management";
+import { MessengerSdk } from "./messenger-sdk";
+import { InboxSdk } from "./inbox-sdk";
+import { Settings } from "./settings";
 import "../../app/dashboard/dashboard.css";
 
 export function Dashboard() {
@@ -45,6 +48,9 @@ export function Dashboard() {
               : active === "support" ? <Support />
               : active === "rules" ? <Rules />
               : active === "ai" ? <AiAssistant />
+              : active === "messenger" ? <MessengerSdk />
+              : active === "inbox" ? <InboxSdk />
+              : active === "settings" ? <Settings />
               : active === "team" ? <TeamManagement />
               : <ComingSoon title={title} icon={item?.icon ?? "dashboard"} onGo={setActive} />}
           </ToastProvider>

src/components/dashboard/inbox-sdk.tsx

@@ -0,0 +1,48 @@
+"use client";
+
+// The CRM Inbox, rendered by @insignia/iios-messaging-ui instead of the bespoke in-CRM inbox.
+// Live = the be-crm data door (CrmInboxAdapter over crm.inbox.* + crm.mail.*); demo = the SDK's
+// MockInboxAdapter.
+
+import { useMemo } from "react";
+import { useAppShell } from "@abe-kap/appshell-sdk/react";
+import { InboxProvider, Inbox as SdkInbox, type InboxAdapter } from "@insignia/iios-messaging-ui";
+import { MockInboxAdapter } from "@insignia/iios-messaging-ui/adapters/mock-inbox";
+import "@insignia/iios-messaging-ui/styles.css";
+import { isShellConfigured } from "@/lib/appshell";
+import { CrmInboxAdapter } from "@/lib/crm-inbox-adapter";
+import type { DataDoor } from "@/lib/crm-messaging-adapter";
+
+const SHELL = isShellConfigured();
+
+export function InboxSdk() {
+  return (
+    <div className="view">
+      {!SHELL && (
+        <div style={{ margin: "0 0 14px", padding: "8px 14px", borderRadius: 10, background: "var(--panel-2)", color: "var(--muted)", fontSize: 13, border: "1px solid var(--border)" }}>
+          Demo mode — running on the SDK&apos;s mock inbox adapter.
+        </div>
+      )}
+      <div className="miu-host miu-host-inbox">{SHELL ? <LiveInbox /> : <DemoInbox />}</div>
+    </div>
+  );
+}
+
+function DemoInbox() {
+  const adapter = useMemo<InboxAdapter>(() => new MockInboxAdapter(), []);
+  return (
+    <InboxProvider adapter={adapter}>
+      <SdkInbox />
+    </InboxProvider>
+  );
+}
+
+function LiveInbox() {
+  const { sdk } = useAppShell();
+  const adapter = useMemo<InboxAdapter>(() => new CrmInboxAdapter(sdk as unknown as DataDoor), [sdk]);
+  return (
+    <InboxProvider adapter={adapter}>
+      <SdkInbox />
+    </InboxProvider>
+  );
+}

src/components/dashboard/messenger-sdk.tsx

@@ -0,0 +1,89 @@
+"use client";
+
+// The CRM messenger, now rendered by the shared @insignia/iios-messaging-ui SDK instead of a
+// bespoke in-CRM implementation. The CRM only supplies an adapter (transport) + theming; all the
+// UI + messaging logic lives in the SDK. Live path = the be-crm data door (CrmMessagingAdapter);
+// demo path = the SDK's own MockAdapter.
+
+import { useEffect, useMemo, useState } from "react";
+import { useAppShell, useAuth, useQuery } from "@abe-kap/appshell-sdk/react";
+import { MessageSocket } from "@insignia/iios-kernel-client";
+import { MessagingProvider, Messenger as SdkMessenger, type MessagingAdapter } from "@insignia/iios-messaging-ui";
+import { MockAdapter } from "@insignia/iios-messaging-ui/adapters/mock";
+import "@insignia/iios-messaging-ui/styles.css";
+import { isShellConfigured } from "@/lib/appshell";
+import { CrmMessagingAdapter, type DataDoor } from "@/lib/crm-messaging-adapter";
+
+interface RealtimeDTO { url: string; audience: string; token?: string }
+
+/** Open the IIOS message socket with the delegated token the BFF mints (crm.messenger.realtime). */
+function useRealtimeSocket(): MessageSocket | null {
+  const rt = useQuery<RealtimeDTO>("crm.messenger.realtime", {});
+  const [socket, setSocket] = useState<MessageSocket | null>(null);
+  const url = rt.data?.url;
+  const token = rt.data?.token;
+  useEffect(() => {
+    if (!url || !token) return;
+    const s = new MessageSocket({ serviceUrl: url, token, autoConnect: false });
+    s.connect();
+    setSocket(s);
+    return () => {
+      s.disconnect();
+      setSocket(null);
+    };
+  }, [url, token]);
+  return socket;
+}
+
+const SHELL = isShellConfigured();
+
+export function MessengerSdk() {
+  return (
+    <div className="view">
+      {!SHELL && (
+        <div
+          style={{
+            margin: "0 0 14px",
+            padding: "8px 14px",
+            borderRadius: 10,
+            background: "var(--panel-2)",
+            color: "var(--muted)",
+            fontSize: 13,
+            border: "1px solid var(--border)",
+          }}
+        >
+          Demo mode — running on the SDK&apos;s mock adapter.
+        </div>
+      )}
+      <div className="miu-host">{SHELL ? <LiveHost /> : <DemoHost />}</div>
+    </div>
+  );
+}
+
+// SHELL is a build-time constant, so exactly one of these mounts for the life of the app
+// (Rules-of-Hooks safe — the other branch never renders).
+function DemoHost() {
+  const adapter = useMemo<MessagingAdapter>(() => new MockAdapter(), []);
+  return (
+    <MessagingProvider adapter={adapter}>
+      <SdkMessenger />
+    </MessagingProvider>
+  );
+}
+
+function LiveHost() {
+  const { sdk } = useAppShell();
+  const { user } = useAuth();
+  const socket = useRealtimeSocket();
+  // Rebuilds once the socket connects: the first adapter (no socket) polls; the second runs live.
+  const adapter = useMemo<MessagingAdapter | null>(
+    () => (user?.id ? new CrmMessagingAdapter(sdk as unknown as DataDoor, user.id, socket ?? undefined) : null),
+    [sdk, user?.id, socket],
+  );
+  if (!adapter) return <div className="miu-empty">Loading…</div>;
+  return (
+    <MessagingProvider adapter={adapter}>
+      <SdkMessenger />
+    </MessagingProvider>
+  );
+}

src/components/dashboard/settings.tsx

@@ -0,0 +1,136 @@
+"use client";
+
+// ============================================================
+// Org Settings → Integrations. Today: SMS (Twilio) — a tenant
+// brings its OWN Twilio credentials, which be-crm seals in IIOS
+// (per-scope) and resolves at send time. The auth token is
+// write-only: sealed in IIOS, never read back, so status shows
+// only masked hints (from-number + SID last-4). Email (SMTP) is
+// the next provider on the same generic credential registry.
+// ============================================================
+
+import { useState } from "react";
+import { Btn, Field, Icon, PageHead, Pill, useToast } from "./ui";
+import { useSmsSettings } from "@/lib/sms-settings-api";
+
+const SID_RE = /^AC[0-9a-fA-F]{32}$/;
+const E164_RE = /^\+[1-9]\d{6,14}$/;
+
+export function Settings() {
+  return (
+    <div className="view">
+      <PageHead
+        eyebrow="Configuration"
+        title="Org Settings"
+        subtitle="Integrations and workspace configuration"
+        icon="settings"
+      />
+      <section className="settings-section">
+        <h3 className="settings-section-title">Integrations</h3>
+        <div className="settings-grid">
+          <TwilioCard />
+          <SmtpComingSoon />
+        </div>
+      </section>
+    </div>
+  );
+}
+
+function TwilioCard() {
+  const toast = useToast();
+  const { status, loading, live, configure } = useSmsSettings();
+  const [editing, setEditing] = useState(false);
+  const [accountSid, setAccountSid] = useState("");
+  const [authToken, setAuthToken] = useState("");
+  const [fromNumber, setFromNumber] = useState("");
+  const [errors, setErrors] = useState<{ accountSid?: string; authToken?: string; fromNumber?: string }>({});
+  const [saving, setSaving] = useState(false);
+
+  const showForm = editing || (!loading && !status.configured);
+
+  function validate(): boolean {
+    const e: typeof errors = {};
+    if (!SID_RE.test(accountSid.trim())) e.accountSid = "Must be a Twilio Account SID (AC + 32 hex chars).";
+    if (!authToken.trim()) e.authToken = "Auth token is required.";
+    if (!E164_RE.test(fromNumber.trim())) e.fromNumber = "Must be E.164, e.g. +15551234567.";
+    setErrors(e);
+    return Object.keys(e).length === 0;
+  }
+
+  async function save() {
+    if (!validate()) return;
+    setSaving(true);
+    try {
+      await configure({ accountSid: accountSid.trim(), authToken: authToken.trim(), fromNumber: fromNumber.trim() });
+      toast.push({ tone: "success", title: "Twilio connected", desc: "Your SMS credentials are saved and encrypted." });
+      setAccountSid(""); setAuthToken(""); setFromNumber(""); setErrors({}); setEditing(false);
+    } catch (err) {
+      toast.push({ tone: "error", title: "Couldn't save credentials", desc: (err as Error).message });
+    } finally {
+      setSaving(false);
+    }
+  }
+
+  return (
+    <div className="settings-card">
+      <div className="settings-card-head">
+        <span className="settings-card-ic" aria-hidden="true"><Icon name="send" size={20} /></span>
+        <div className="settings-card-titles">
+          <div className="settings-card-name">
+            SMS <span className="settings-card-sub">· Twilio</span>
+          </div>
+          <div className="settings-card-desc">Send texts from your own Twilio number.</div>
+        </div>
+        {status.configured
+          ? <Pill tone="green">Connected</Pill>
+          : <Pill tone="muted">Not connected</Pill>}
+      </div>
+
+      {status.configured && !editing ? (
+        <div className="settings-card-body">
+          <dl className="settings-kv">
+            <div><dt>From number</dt><dd>{status.fromNumber ?? "—"}</dd></div>
+            <div><dt>Account SID</dt><dd>{status.sidLast4 ? `AC ···· ${status.sidLast4}` : "—"}</dd></div>
+            <div><dt>Status</dt><dd>{status.enabled ? "Active" : "Disabled"}</dd></div>
+          </dl>
+          <Btn variant="outline" icon="settings" onClick={() => setEditing(true)}>Update credentials</Btn>
+        </div>
+      ) : null}
+
+      {showForm ? (
+        <div className="settings-card-body">
+          <Field label="Account SID" required error={errors.accountSid} hint="Twilio Console → Account Info.">
+            <input className="ds-input" value={accountSid} onChange={(e) => setAccountSid(e.target.value)} placeholder="ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx" autoComplete="off" />
+          </Field>
+          <Field label="Auth Token" required error={errors.authToken} hint="Encrypted on save and never shown again.">
+            <input className="ds-input" type="password" value={authToken} onChange={(e) => setAuthToken(e.target.value)} placeholder="••••••••••••••••••••••••••••••••" autoComplete="off" />
+          </Field>
+          <Field label="From number" required error={errors.fromNumber} hint="A Twilio number in E.164 format.">
+            <input className="ds-input" value={fromNumber} onChange={(e) => setFromNumber(e.target.value)} placeholder="+15551234567" autoComplete="off" />
+          </Field>
+          <div className="settings-card-actions">
+            <Btn icon="check-circle" onClick={save} disabled={saving}>{saving ? "Saving…" : status.configured ? "Update" : "Connect Twilio"}</Btn>
+            {status.configured ? <Btn variant="ghost" onClick={() => { setEditing(false); setErrors({}); }}>Cancel</Btn> : null}
+          </div>
+        </div>
+      ) : null}
+
+      {!live ? <div className="settings-card-note">Demo mode — credentials are stored locally and not sent to Twilio.</div> : null}
+    </div>
+  );
+}
+
+function SmtpComingSoon() {
+  return (
+    <div className="settings-card is-soon">
+      <div className="settings-card-head">
+        <span className="settings-card-ic" aria-hidden="true"><Icon name="mail" size={20} /></span>
+        <div className="settings-card-titles">
+          <div className="settings-card-name">Email <span className="settings-card-sub">· SMTP</span></div>
+          <div className="settings-card-desc">Bring your own SMTP server for outbound email.</div>
+        </div>
+        <Pill tone="muted">Coming soon</Pill>
+      </div>
+    </div>
+  );
+}

src/components/dashboard/sidebar.tsx

@@ -29,6 +29,13 @@ export const NAV_GROUPS: NavGroup[] = [
       { key: "pipeline", label: "Pipeline", icon: "pipeline" },
     ],
   },
+  {
+    title: "Communication",
+    items: [
+      { key: "messenger", label: "Messenger", icon: "send", subtitle: "Chat with your team and clients" },
+      { key: "inbox", label: "Inbox", icon: "bell", subtitle: "Mentions, messages, alerts and mail — all in one" },
+    ],
+  },
   {
     title: "Workspace",
     items: [
@@ -72,7 +79,7 @@ export const NAV_ITEMS: NavItem[] = NAV_GROUPS.flatMap((g) => g.items);
 // brand-new user with no membership); every other item requires membership, and the
 // items mapped here additionally require the given permission. Unmapped items are
 // shown to any member. This is UX only — be-crm still enforces every action.
-const ALWAYS_VISIBLE = new Set(["dashboard", "profile"]);
+const ALWAYS_VISIBLE = new Set(["dashboard", "profile", "messenger", "inbox"]);
 const NAV_PERMISSION: Record<string, string | undefined> = {
   team: "team.manage",
   people: "team.manage",

src/components/dashboard/team-management.tsx

@@ -47,20 +47,6 @@ export function TeamManagement() {
   }, [members]);
   const maxDeals = useMemo(() => Math.max(1, ...members.map((m) => m.deals)), [members]);
 
-  // Email the invite link via the serverless route (Twilio). No token (mock mode) → skip.
-  const emailInvite = async (email: string, token: string | undefined, roleIds: string[]): Promise<boolean> => {
-    if (!token) return false;
-    const roleNames = roleIds.map((id) => roleById[id]?.name).filter((n): n is string => !!n);
-    try {
-      const res = await fetch("/api/email/invite", {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ to: email, token, roleNames }),
-      });
-      return res.ok;
-    } catch { return false; }
-  };
-
   const filtered = useMemo(() => {
     const q = query.trim().toLowerCase();
     return members.filter((m) => {
@@ -323,11 +309,8 @@ export function TeamManagement() {
                       }}>Copy link</Btn>
                     )}
                     <Btn variant="soft" size="sm" icon="refresh" onClick={async () => {
-                      try {
+                      try { await team.resendInvite(inv.id); toast.push({ tone: "success", title: "Invite resent", desc: `A fresh link was emailed to ${inv.email}.` }); }
-                        const { token } = await team.resendInvite(inv.id);
+                      catch (e) { toast.push({ tone: "error", title: "Couldn't resend", desc: (e as Error).message }); }
-                        const emailed = await emailInvite(inv.email, token, inv.roleIds);
-                        toast.push({ tone: "success", title: emailed ? "Invite re-emailed" : "Invite resent", desc: emailed ? `A fresh link was emailed to ${inv.email}.` : `A fresh link was generated for ${inv.email}.` });
-                      } catch (e) { toast.push({ tone: "error", title: "Couldn't resend", desc: (e as Error).message }); }
                     }}>Resend</Btn>
                     <Btn variant="ghost" size="sm" icon="x" onClick={async () => {
                       try { await team.revokeInvite(inv.id); toast.push({ tone: "info", title: "Invite revoked" }); }
@@ -348,14 +331,9 @@ export function TeamManagement() {
         onInvite={async (email, roleIds) => {
           setInviteOpen(false);
           try {
-            const { token } = await team.invite(email, roleIds);
+            await team.invite(email, roleIds);
             setTab("invites");
-            const emailed = await emailInvite(email, token, roleIds);
+            toast.push({ tone: "success", title: "Invitation sent", desc: `We emailed an invite to ${email}. You can also copy the link.` });
-            toast.push({
-              tone: "success",
-              title: emailed ? "Invitation emailed" : "Invitation created",
-              desc: emailed ? `We emailed the invite to ${email}.` : `Invite ready — use “Copy link” to share it with ${email}.`,
-            });
           } catch (e) { toast.push({ tone: "error", title: "Couldn't send invite", desc: (e as Error).message }); }
         }}
       />

src/components/dashboard/ui.tsx

@@ -14,6 +14,7 @@ import {
   createContext, useCallback, useContext, useEffect, useId,
   useRef, useState, type ReactNode,
 } from "react";
+import { createPortal } from "react-dom";
 import {
   MessageCircle, Ticket, Phone, Mail, BookOpen, Rocket, Shield, ShieldCheck,
   Lock, CreditCard, User, Bell, Eye, EyeOff, Camera, Upload, Plus, Star, Send,
@@ -221,6 +222,11 @@ export function Modal({ open, onClose, title, subtitle, icon, children, footer,
   children: ReactNode; footer?: ReactNode; size?: "sm" | "md" | "lg";
 }) {
   const titleId = useId();
+  // Portal the overlay up to `.dash-root` so its position:fixed anchors to the viewport,
+  // not to a transformed/overflow panel ancestor (which would clip or offset the modal).
+  const [host, setHost] = useState<Element | null>(null);
+  const [mounted, setMounted] = useState(false);
+  useEffect(() => { setHost(document.querySelector(".dash-root")); setMounted(true); }, []);
   useEffect(() => {
     if (!open) return;
     const onKey = (e: KeyboardEvent) => { if (e.key === "Escape") onClose(); };
@@ -228,8 +234,8 @@ export function Modal({ open, onClose, title, subtitle, icon, children, footer,
     return () => document.removeEventListener("keydown", onKey);
   }, [open, onClose]);
 
-  if (!open) return null;
+  if (!open || !mounted) return null;
-  return (
+  const overlay = (
     <div className="ds-modal-overlay" onMouseDown={onClose}>
       <div className={`ds-modal size-${size}`} role="dialog" aria-modal="true" aria-labelledby={titleId} onMouseDown={(e) => e.stopPropagation()}>
         <div className="ds-modal-head">
@@ -247,6 +253,7 @@ export function Modal({ open, onClose, title, subtitle, icon, children, footer,
       </div>
     </div>
   );
+  return host ? createPortal(overlay, host) : overlay;
 }
 
 /* ---------------------------------------------------------- */

src/components/portal/login-flow.tsx

@@ -454,7 +454,14 @@ function OtpVerify({ account, email, initialChannel = "email", remember, setReme
         if (!PHONE_RE.test(phone)) { setError("Enter your phone in international format, e.g. +14155550100."); return; }
         await sendPhoneOtp(phone); setSent(true);
       }
-    } catch (e) { setError((e as Error).message); }
+    } catch (e) {
+      // gotrue can throw an error whose message is an unhelpful "{}"/JSON blob (e.g. a
+      // 500 "Error sending magic link email" when SMTP isn't set up). Show something
+      // readable and actionable instead of the raw payload.
+      const raw = (e as { message?: unknown })?.message;
+      const readable = typeof raw === "string" && raw.trim() && !raw.trim().startsWith("{") ? raw.trim() : "";
+      setError(readable || "We couldn't send your sign-in code right now. Please try again shortly, or sign in with your password.");
+    }
   }
 
   async function complete(code: string) {

src/lib/crm-inbox-adapter.ts

@@ -0,0 +1,121 @@
+// The CRM's InboxAdapter — the SDK <Inbox> rendered over the be-crm data door
+// (crm.inbox.* + crm.mail.*). Folds mail threads into the unified inbox exactly as the old
+// inbox-api did; the CRM keeps auth/tenancy server-side.
+
+import type {
+  InboxAdapter,
+  InboxItem,
+  InboxState,
+  MailAttachment,
+  MailMessage,
+  MailPerson,
+} from "@insignia/iios-messaging-ui";
+import type { DataDoor } from "./crm-messaging-adapter";
+
+const MAX_ATTACHMENT_BYTES = 26 * 1024 * 1024; // matches IIOS's cap
+
+// Some types (notably .md) have no OS-registered MIME, so the browser reports an empty file.type.
+const EXT_MIME: Record<string, string> = {
+  md: "text/markdown", markdown: "text/markdown", html: "text/html", htm: "text/html", txt: "text/plain", csv: "text/csv",
+};
+function mimeForFile(file: File): string {
+  if (file.type) return file.type;
+  const ext = file.name.toLowerCase().split(".").pop() ?? "";
+  return EXT_MIME[ext] ?? "application/octet-stream";
+}
+
+interface InboxItemDTO {
+  id: string; kind: string; state: InboxState; title: string; summary?: string; priority: string; threadId?: string; createdAt: string;
+}
+interface MailThreadDTO { threadId: string; subject: string | null; participants: string[]; unread: number; lastMessage?: string; lastAt?: string }
+interface MailMessageDTO {
+  interactionId: string; actorId: string | null; kind: string; occurredAt: string;
+  html: string | null; text: string | null;
+  attachment: { contentRef: string; mimeType: string; sizeBytes: number; filename: string | null } | null;
+}
+interface DirectoryDTO { id: string; displayName: string; kind: "staff" | "customer" }
+
+const escapeHtml = (s: string): string => s.replace(/&/g, "&amp;").replace(/</g, "&lt;").replace(/>/g, "&gt;");
+
+export class CrmInboxAdapter implements InboxAdapter {
+  constructor(private readonly sdk: DataDoor) {}
+
+  async listInbox(state?: InboxState): Promise<InboxItem[]> {
+    const showMail = !state || state === "OPEN";
+    const [items, mail] = await Promise.all([
+      this.sdk.query<InboxItemDTO[]>("crm.inbox.list", state ? { state } : {}),
+      showMail ? this.sdk.query<MailThreadDTO[]>("crm.mail.list", {}) : Promise.resolve([] as MailThreadDTO[]),
+    ]);
+    const mailItems: InboxItem[] = mail.map((t) => ({
+      id: `mail:${t.threadId}`,
+      kind: "MAIL",
+      state: "OPEN",
+      title: t.subject || "(no subject)",
+      ...(t.lastMessage ? { summary: t.lastMessage } : {}),
+      priority: t.unread > 0 ? "HIGH" : "LOW",
+      threadId: t.threadId,
+      createdAt: t.lastAt ?? "",
+    }));
+    return [...mailItems, ...items].sort((a, b) => (b.createdAt ?? "").localeCompare(a.createdAt ?? ""));
+  }
+
+  async transition(id: string, state: InboxState): Promise<void> {
+    await this.sdk.command("crm.inbox.transition", { id, state });
+  }
+
+  async mailHistory(threadId: string): Promise<MailMessage[]> {
+    const rows = await this.sdk.query<MailMessageDTO[]>("crm.mail.history", { threadId });
+    return rows.map((m) => ({
+      id: m.interactionId,
+      actorId: m.actorId,
+      kind: m.kind,
+      at: m.occurredAt,
+      html: m.html,
+      text: m.text,
+      attachment: m.attachment,
+    }));
+  }
+
+  async mailReply(threadId: string, content: string, attachment?: MailAttachment): Promise<void> {
+    await this.sdk.command("crm.mail.reply", {
+      threadId,
+      content,
+      ...(attachment ? { attachment: { filename: attachment.filename ?? "attachment", contentRef: attachment.contentRef, mimeType: attachment.mimeType, sizeBytes: attachment.sizeBytes } } : {}),
+    });
+  }
+
+  async uploadAttachment(file: File): Promise<MailAttachment> {
+    if (file.size > MAX_ATTACHMENT_BYTES) throw new Error("File is too large (max 25 MB).");
+    const mime = mimeForFile(file);
+    const { objectKey, uploadUrl } = await this.sdk.command<{ objectKey: string; uploadUrl: string }>("crm.media.presignUpload", { mime, sizeBytes: file.size });
+    const res = await fetch(uploadUrl, { method: "PUT", body: file });
+    if (!res.ok) throw new Error(`Upload failed (${res.status}).`);
+    return { contentRef: objectKey, mimeType: mime, sizeBytes: file.size, filename: file.name };
+  }
+
+  async downloadAttachment(attachment: MailAttachment): Promise<string> {
+    const { url } = await this.sdk.command<{ url: string }>("crm.media.presignDownload", {
+      contentRef: attachment.contentRef,
+      ...(attachment.mimeType ? { mime: attachment.mimeType } : {}),
+    });
+    return url;
+  }
+
+  async directory(): Promise<MailPerson[]> {
+    const rows = await this.sdk.query<DirectoryDTO[]>("crm.messenger.directory", { kind: "all", limit: 100 });
+    return rows.map((d) => ({ id: d.id, name: d.displayName, kind: d.kind }));
+  }
+
+  async composeInternal(recipientUserId: string, subject: string, text: string, attachments?: MailAttachment[]): Promise<void> {
+    await this.sdk.command("crm.mail.internal", { recipientUserId, subject, text, html: `<p>${escapeHtml(text)}</p>`, ...attachmentsVar(attachments) });
+  }
+
+  async composeExternal(target: string, subject: string, text: string, attachments?: MailAttachment[]): Promise<void> {
+    await this.sdk.command("crm.mail.send", { target, subject, text, html: `<p>${escapeHtml(text)}</p>`, ...attachmentsVar(attachments) });
+  }
+}
+
+function attachmentsVar(attachments?: MailAttachment[]): { attachments?: Array<{ filename: string; contentRef: string; mimeType: string; sizeBytes: number }> } {
+  if (!attachments || attachments.length === 0) return {};
+  return { attachments: attachments.map((a) => ({ filename: a.filename ?? "attachment", contentRef: a.contentRef, mimeType: a.mimeType, sizeBytes: a.sizeBytes })) };
+}

src/lib/crm-messaging-adapter.ts

@@ -0,0 +1,303 @@
+// The CRM's implementation of the SDK's MessagingAdapter. HYBRID transport:
+//   • BFF (appshell crm.messenger.*) for the conversation list, thread creation, and directory
+//     — these need server-side tenancy/auth.
+//   • IIOS MessageSocket (delegated token from crm.messenger.realtime) for everything live:
+//     history+join, send, typing, read receipts, reactions.
+// When no socket is available (token failed / demo), it degrades to a 4s history poll.
+
+import type {
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  MessagingAdapter,
+  Person,
+  Reaction,
+  SendOpts,
+  Unsubscribe,
+} from "@insignia/iios-messaging-ui";
+import type { MessageSocket, Message as KernelMessage } from "@insignia/iios-kernel-client";
+
+/** The imperative appshell data door (useAppShell().sdk). Typed structurally, not to its class. */
+export interface DataDoor {
+  query<T>(action: string, variables?: Record<string, unknown>): Promise<T>;
+  command<T>(action: string, variables?: Record<string, unknown>): Promise<T>;
+}
+
+interface DirectoryDTO { id: string; displayName: string; kind: "staff" | "customer" }
+interface ConversationDTO {
+  threadId: string; subject: string | null; membership: Membership | null;
+  participants: string[]; unread: number; lastMessage?: string; lastAt?: string;
+}
+interface MessageDTO { interactionId: string; actorId: string | null; kind: string; occurredAt: string; text: string | null }
+
+const POLL_MS = 4000;
+const REACTION = "reaction";
+
+interface Poll { seen: Set<string>; primed: boolean; timer: ReturnType<typeof setInterval> | null }
+
+export class CrmMessagingAdapter implements MessagingAdapter {
+  private names: Map<string, string> | null = null;
+  private readonly listeners = new Map<string, Set<(e: MessageEvent) => void>>();
+  private readonly polls = new Map<string, Poll>();
+  private readonly joined = new Set<string>();
+  /** messageId → emoji → userSet, so a single annotation delta can be re-emitted as a full set. */
+  private readonly reactions = new Map<string, Map<string, Set<string>>>();
+
+  /** Only present with a socket — the UI hides the reaction affordance without it. */
+  react?: (threadId: string, messageId: string, emoji: string) => Promise<void>;
+
+  constructor(
+    private readonly sdk: DataDoor,
+    private readonly me: string,
+    private readonly socket?: MessageSocket,
+  ) {
+    if (socket) {
+      socket.on("message", (m) => {
+        this.ingestReactions(m);
+        this.emit(m.threadId, { kind: "message", message: this.fromKernel(m) });
+      });
+      socket.on("typing", (e) => this.emit(e.threadId, { kind: "typing", userId: e.userId }));
+      // Receipts carry no threadId → fan to all open threads; the UI filters by messageId.
+      socket.on("receipt", (e) => this.broadcast({ kind: "receipt", messageId: e.interactionId, actorId: e.actorId }));
+      socket.on("annotation", (e) => {
+        if (e.type !== REACTION) return;
+        this.setReactionUsers(e.interactionId, e.value, e.users);
+        this.emit(e.threadId, { kind: "reaction", messageId: e.interactionId, reactions: this.reactionsOf(e.interactionId) });
+      });
+      this.react = async (threadId, messageId, emoji) => {
+        await socket.react(threadId, messageId, emoji);
+      };
+    }
+  }
+
+  currentActorId(): string {
+    return this.me;
+  }
+
+  async listConversations(): Promise<Conversation[]> {
+    const [convs, names] = await Promise.all([
+      this.sdk.query<ConversationDTO[]>("crm.messenger.conversation.list", {}),
+      this.directoryMap(),
+    ]);
+    return convs.map((c) => this.toConversation(c, names));
+  }
+
+  async openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }> {
+    const res = await this.sdk.command<{ threadId: string }>("crm.messenger.conversation.open", {
+      participantIds: p.participantIds,
+      ...(p.membership ? { membership: p.membership } : {}),
+      ...(p.subject ? { subject: p.subject } : {}),
+    });
+    return { threadId: res.threadId };
+  }
+
+  async history(threadId: string): Promise<Message[]> {
+    if (this.socket) {
+      const res = await this.socket.openThread(threadId); // joins so live events flow
+      this.joined.add(threadId);
+      return res.history.map((m) => {
+        this.ingestReactions(m);
+        return this.fromKernel(m);
+      });
+    }
+    const msgs = await this.sdk.query<MessageDTO[]>("crm.messenger.history", { threadId });
+    return msgs.map((m) => this.fromDto(m));
+  }
+
+  async send(threadId: string, content: string, opts?: SendOpts): Promise<Message> {
+    if (this.socket) {
+      const sendOpts = {
+        ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+        ...(opts?.mentions && opts.mentions.length ? { mentions: opts.mentions } : {}),
+      };
+      const m = await this.socket.sendMessage(threadId, content, Object.keys(sendOpts).length ? sendOpts : undefined);
+      return this.fromKernel(m);
+    }
+    const m = await this.sdk.command<MessageDTO>("crm.messenger.send", { threadId, content });
+    const msg = this.fromDto(m);
+    this.polls.get(threadId)?.seen.add(msg.id);
+    return msg;
+  }
+
+  subscribe(threadId: string, cb: (e: MessageEvent) => void): Unsubscribe {
+    if (!this.listeners.has(threadId)) this.listeners.set(threadId, new Set());
+    this.listeners.get(threadId)!.add(cb);
+
+    if (this.socket) {
+      if (!this.joined.has(threadId)) {
+        this.joined.add(threadId);
+        void this.socket.openThread(threadId).catch(() => this.joined.delete(threadId));
+      }
+    } else {
+      this.startPoll(threadId);
+    }
+
+    return () => {
+      const set = this.listeners.get(threadId);
+      set?.delete(cb);
+      if (set && set.size === 0) {
+        this.listeners.delete(threadId);
+        const poll = this.polls.get(threadId);
+        if (poll?.timer) clearInterval(poll.timer);
+        this.polls.delete(threadId);
+      }
+    };
+  }
+
+  sendTyping(threadId: string): void {
+    this.socket?.typing(threadId);
+  }
+
+  async markRead(threadId: string, messageId: string): Promise<void> {
+    if (this.socket) await this.socket.markRead(threadId, messageId);
+  }
+
+  // ── channels + members (BFF, except join which is a governed socket self-join) ──
+  async browseChannels(): Promise<ChannelSummary[]> {
+    const rows = await this.sdk.query<Array<{ threadId: string; name: string; topic: string | null; visibility: string; memberCount: number; joined: boolean }>>(
+      "crm.messenger.channel.browse",
+      {},
+    );
+    return rows.map((c) => ({
+      threadId: c.threadId,
+      name: c.name,
+      topic: c.topic,
+      visibility: (c.visibility === "private" ? "private" : "public") as ChannelVisibility,
+      memberCount: c.memberCount,
+      joined: c.joined,
+    }));
+  }
+
+  async createChannel(input: CreateChannelInput): Promise<{ threadId: string }> {
+    return this.sdk.command<{ threadId: string }>("crm.messenger.channel.create", {
+      name: input.name,
+      ...(input.topic ? { topic: input.topic } : {}),
+      visibility: input.visibility,
+    });
+  }
+
+  async joinChannel(threadId: string): Promise<void> {
+    // Governed public self-join over the socket (the BFF has no join verb; OPA enforces it).
+    if (!this.socket) throw new Error("joining a channel needs a live connection");
+    await this.socket.openThread(threadId);
+    this.joined.add(threadId);
+  }
+
+  async leaveChannel(threadId: string): Promise<void> {
+    await this.sdk.command("crm.messenger.channel.leave", { threadId });
+  }
+
+  async listMembers(threadId: string): Promise<Person[]> {
+    const rows = await this.sdk.query<Array<{ userId: string; displayName: string; role: string }>>("crm.messenger.members", { threadId });
+    return rows.map((r) => ({ id: r.userId, name: r.displayName, kind: "staff" as const }));
+  }
+
+  // ── polling fallback (no socket) ───────────────────────────────
+  private startPoll(threadId: string): void {
+    if (this.polls.has(threadId)) return;
+    const poll: Poll = { seen: new Set(), primed: false, timer: null };
+    this.polls.set(threadId, poll);
+    const tick = async (): Promise<void> => {
+      if (!this.polls.has(threadId)) return;
+      try {
+        const msgs = await this.sdk.query<MessageDTO[]>("crm.messenger.history", { threadId });
+        for (const m of msgs) {
+          if (poll.seen.has(m.interactionId)) continue;
+          poll.seen.add(m.interactionId);
+          if (poll.primed) this.emit(threadId, { kind: "message", message: this.fromDto(m) });
+        }
+        poll.primed = true;
+      } catch {
+        /* transient — retry next tick */
+      }
+    };
+    void tick();
+    poll.timer = setInterval(tick, POLL_MS);
+  }
+
+  /** The org directory — people you can start a DM/group with. Drives the "New message" picker. */
+  async directory(): Promise<Person[]> {
+    const dir = await this.sdk.query<DirectoryDTO[]>("crm.messenger.directory", { kind: "all", limit: 100 });
+    return dir.map((d) => ({ id: d.id, name: d.displayName, kind: d.kind }));
+  }
+
+  // ── mapping ────────────────────────────────────────────────────
+  private async directoryMap(): Promise<Map<string, string>> {
+    if (!this.names) {
+      this.names = new Map((await this.directory()).map((p) => [p.id, p.name]));
+    }
+    return this.names;
+  }
+
+  private toConversation(c: ConversationDTO, names: Map<string, string>): Conversation {
+    const others = c.participants.filter((p) => p !== this.me);
+    const title = c.subject?.trim() || others.map((id) => names.get(id) ?? id).join(", ") || "Conversation";
+    return {
+      threadId: c.threadId,
+      title,
+      subject: c.subject,
+      membership: c.membership,
+      participants: c.participants,
+      unread: c.unread,
+      ...(c.lastMessage ? { lastMessage: c.lastMessage } : {}),
+      ...(c.lastAt ? { lastAt: c.lastAt } : {}),
+    };
+  }
+
+  /** Kernel Message (socket) → SDK Message. actorId = senderId (userId space), matching currentActorId. */
+  private fromKernel(m: KernelMessage): Message {
+    return {
+      id: m.id,
+      actorId: m.senderId ?? null,
+      text: m.content ?? "",
+      at: m.createdAt,
+      parentInteractionId: m.parentInteractionId ?? null,
+      reactions: this.reactionsOf(m.id),
+    };
+  }
+
+  /** BFF DTO (poll fallback) → SDK Message. Note: actorId is IIOS actor-id space here. */
+  private fromDto(m: MessageDTO): Message {
+    return { id: m.interactionId, actorId: m.actorId, text: m.text ?? "", at: m.occurredAt };
+  }
+
+  // ── reaction state ─────────────────────────────────────────────
+  private ingestReactions(m: KernelMessage): void {
+    for (const a of m.annotations ?? []) {
+      if (a.type === REACTION) this.setReactionUsers(m.id, a.value, a.users);
+    }
+  }
+
+  private setReactionUsers(messageId: string, emoji: string, users: string[]): void {
+    let byEmoji = this.reactions.get(messageId);
+    if (!byEmoji) {
+      byEmoji = new Map();
+      this.reactions.set(messageId, byEmoji);
+    }
+    if (users.length === 0) byEmoji.delete(emoji);
+    else byEmoji.set(emoji, new Set(users));
+  }
+
+  private reactionsOf(messageId: string): Reaction[] {
+    const byEmoji = this.reactions.get(messageId);
+    if (!byEmoji) return [];
+    const out: Reaction[] = [];
+    for (const [emoji, users] of byEmoji) {
+      if (users.size > 0) out.push({ emoji, count: users.size, mine: users.has(this.me) });
+    }
+    return out;
+  }
+
+  // ── event fan-out ──────────────────────────────────────────────
+  private emit(threadId: string, e: MessageEvent): void {
+    this.listeners.get(threadId)?.forEach((cb) => cb(e));
+  }
+
+  private broadcast(e: MessageEvent): void {
+    for (const set of this.listeners.values()) set.forEach((cb) => cb(e));
+  }
+}

src/lib/invite-email.ts

@@ -1,59 +0,0 @@
-// Invitation email content (subject/html/text). Server-only helper — no secrets here.
-// The accept URL points at the frontend's /portal/invite?token=… route.
-
-export interface InviteEmailInput {
-  inviteUrl: string;
-  roleNames: string[];
-  appName?: string;
-}
-
-const escapeHtml = (s: string): string =>
-  s.replace(/[&<>"']/g, (c) =>
-    ({ "&": "&amp;", "<": "&lt;", ">": "&gt;", '"': "&quot;", "'": "&#39;" }[c] as string),
-  );
-
-export function buildInviteEmail(input: InviteEmailInput): { subject: string; html: string; text: string } {
-  const app = input.appName ?? "LynkedUp Pro";
-  const roles = input.roleNames.filter(Boolean);
-  const roleLabel = roles.length ? roles.join(", ") : "a team member";
-  const url = input.inviteUrl;
-  const safeUrl = escapeHtml(url);
-  const safeRoles = escapeHtml(roleLabel);
-
-  const subject = `You've been invited to join ${app}`;
-
-  const text = [
-    `You've been invited to join ${app} as ${roleLabel}.`,
-    "",
-    "Accept your invitation and set up your account here:",
-    url,
-    "",
-    "If you didn't expect this, you can ignore this email.",
-    "",
-    `— The ${app} team`,
-  ].join("\n");
-
-  const html = `<div style="margin:0;padding:0;background:#0b0c11;">
-  <div style="max-width:520px;margin:0 auto;padding:40px 24px;font-family:Arial,Helvetica,sans-serif;color:#f3f4f8;">
-    <div style="font-size:20px;font-weight:800;letter-spacing:-0.02em;color:#fb923c;margin-bottom:24px;">${escapeHtml(app)}</div>
-    <h1 style="font-size:22px;font-weight:800;margin:0 0 12px;color:#f3f4f8;">You're invited to join the team</h1>
-    <p style="font-size:15px;line-height:1.6;color:#a3a8b5;margin:0 0 8px;">
-      You've been invited to join <strong style="color:#f3f4f8;">${escapeHtml(app)}</strong> as
-      <strong style="color:#f3f4f8;">${safeRoles}</strong>.
-    </p>
-    <p style="font-size:15px;line-height:1.6;color:#a3a8b5;margin:0 0 24px;">
-      Click below to accept your invitation and set up your account.
-    </p>
-    <a href="${safeUrl}" style="display:inline-block;background:#f97316;color:#ffffff;text-decoration:none;font-weight:700;font-size:15px;padding:13px 26px;border-radius:10px;">Accept invitation</a>
-    <p style="font-size:12.5px;line-height:1.6;color:#6c7280;margin:24px 0 0;">
-      Or paste this link into your browser:<br/>
-      <a href="${safeUrl}" style="color:#fb923c;word-break:break-all;">${safeUrl}</a>
-    </p>
-    <p style="font-size:12.5px;line-height:1.6;color:#6c7280;margin:24px 0 0;border-top:1px solid rgba(255,255,255,0.09);padding-top:16px;">
-      If you didn't expect this invitation, you can safely ignore this email.
-    </p>
-  </div>
-</div>`;
-
-  return { subject, html, text };
-}

src/lib/media-api.ts

@@ -0,0 +1,50 @@
+"use client";
+
+// Media (attachment) helpers over the be-crm data door (crm.media.*). The browser transfers bytes
+// DIRECTLY to IIOS storage via the signed URLs — be-crm only mints them. Used by Messenger + Mail.
+
+import { useCallback } from "react";
+import { useAppShell } from "@abe-kap/appshell-sdk/react";
+
+export interface UploadedAttachment { contentRef: string; mimeType: string; sizeBytes: number; filename: string }
+
+export const MAX_ATTACHMENT_BYTES = 26 * 1024 * 1024; // matches IIOS's cap
+
+export function isImage(mime?: string | null): boolean {
+  return !!mime && mime.startsWith("image/");
+}
+
+// Some types (notably .md) have no OS-registered MIME, so the browser reports an empty file.type.
+// Fall back to the extension for the text types IIOS allows, else a generic binary.
+const EXT_MIME: Record<string, string> = {
+  md: "text/markdown", markdown: "text/markdown",
+  html: "text/html", htm: "text/html",
+  txt: "text/plain", csv: "text/csv",
+};
+function mimeForFile(file: File): string {
+  if (file.type) return file.type;
+  const ext = file.name.toLowerCase().split(".").pop() ?? "";
+  return EXT_MIME[ext] ?? "application/octet-stream";
+}
+
+/** Upload a File → { contentRef, mimeType, sizeBytes, filename }. Throws on oversize / failure. */
+export function useUploadAttachment() {
+  const { sdk } = useAppShell();
+  return useCallback(async (file: File): Promise<UploadedAttachment> => {
+    if (file.size > MAX_ATTACHMENT_BYTES) throw new Error("File is too large (max 25 MB).");
+    const mime = mimeForFile(file);
+    const { objectKey, uploadUrl } = (await sdk.command("crm.media.presignUpload", { mime, sizeBytes: file.size })) as { objectKey: string; uploadUrl: string };
+    const res = await fetch(uploadUrl, { method: "PUT", body: file });
+    if (!res.ok) throw new Error(`Upload failed (${res.status}).`);
+    return { contentRef: objectKey, mimeType: mime, sizeBytes: file.size, filename: file.name };
+  }, [sdk]);
+}
+
+/** Mint a short-lived signed URL to display/download an attachment by its contentRef. */
+export function useDownloadUrl() {
+  const { sdk } = useAppShell();
+  return useCallback(async (contentRef: string, mime?: string): Promise<string> => {
+    const { url } = (await sdk.command("crm.media.presignDownload", { contentRef, ...(mime ? { mime } : {}) })) as { url: string };
+    return url;
+  }, [sdk]);
+}

src/lib/sms-settings-api.ts

@@ -0,0 +1,78 @@
+"use client";
+
+// SMS settings data layer. Serves EITHER the local mock (Shell not configured — the demo keeps
+// working) OR the live be-crm data door (crm.settings.sms.*), behind one interface.
+//
+// Live contract (be-crm → IIOS BYO credential store):
+//   query  crm.settings.sms.status    {}                                  -> { configured, enabled?, hints? }
+//   cmd    crm.settings.sms.configure { accountSid, authToken, fromNumber } -> masked status
+// The auth token is write-only: it is sealed in IIOS and NEVER returned — status carries only
+// non-secret hints (from-number + SID last-4).
+
+import { useCallback, useState } from "react";
+import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+
+export interface SmsCredentials { accountSid: string; authToken: string; fromNumber: string }
+
+export interface SmsStatus {
+  configured: boolean;
+  enabled: boolean;
+  fromNumber?: string;
+  sidLast4?: string;
+}
+
+export interface SmsSettingsData {
+  live: boolean;
+  loading: boolean;
+  error: string | null;
+  status: SmsStatus;
+  configure: (input: SmsCredentials) => Promise<void>;
+  refetch: () => void;
+}
+
+interface StatusDTO { configured: boolean; enabled?: boolean; hints?: { fromNumber?: string; sidLast4?: string } }
+
+function toStatus(dto?: StatusDTO | null): SmsStatus {
+  return {
+    configured: !!dto?.configured,
+    enabled: dto?.enabled ?? false,
+    fromNumber: dto?.hints?.fromNumber,
+    sidLast4: dto?.hints?.sidLast4,
+  };
+}
+
+/* ---- Mock (demo mode) — stores only the non-secret hints, mirroring the masked live status ---- */
+function useMockSms(): SmsSettingsData {
+  const [status, setStatus] = useState<SmsStatus>({ configured: false, enabled: false });
+  const configure = useCallback(async ({ accountSid, fromNumber }: SmsCredentials) => {
+    setStatus({ configured: true, enabled: true, fromNumber, sidLast4: accountSid.slice(-4) });
+  }, []);
+  return { live: false, loading: false, error: null, status, configure, refetch: () => {} };
+}
+
+/* ---- Live (be-crm data door) ---- */
+function useLiveSms(): SmsSettingsData {
+  const { sdk } = useAppShell();
+  const q = useQuery<StatusDTO>("crm.settings.sms.status", {});
+  const configure = useCallback(async (input: SmsCredentials) => {
+    await sdk.command("crm.settings.sms.configure", { ...input });
+    q.refetch();
+  }, [sdk, q]);
+  return {
+    live: true,
+    loading: q.loading,
+    error: q.error ? String(q.error) : null,
+    status: toStatus(q.data),
+    configure,
+    refetch: q.refetch,
+  };
+}
+
+const SHELL = isShellConfigured();
+
+export function useSmsSettings(): SmsSettingsData {
+  // SHELL is constant for the bundle's life (NEXT_PUBLIC_* is build-time), so the same hook path
+  // runs every render — Rules-of-Hooks safe.
+  return SHELL ? useLiveSms() : useMockSms();
+}

src/lib/team-api.ts

@@ -48,10 +48,10 @@ export interface TeamData {
   setMemberRoles: (id: string, roleIds: string[]) => Promise<void>;
   updateMember: (id: string, patch: { title?: string; roleIds?: string[] }) => Promise<void>;
   removeMember: (id: string) => Promise<void>;
-  /** Create an invite; resolves with the accept token so the caller can email the link. */
+  /** Create an invite. be-crm emails the invitee automatically. */
-  invite: (email: string, roleIds: string[]) => Promise<{ token?: string }>;
+  invite: (email: string, roleIds: string[]) => Promise<void>;
-  /** Resend an invite (regenerates the token); resolves with the fresh token. */
+  /** Resend an invite (regenerates the token + re-emails it). */
-  resendInvite: (id: string) => Promise<{ token?: string }>;
+  resendInvite: (id: string) => Promise<void>;
   revokeInvite: (id: string) => Promise<void>;
   setPermission: (roleId: string, permId: string, granted: boolean) => Promise<void>;
   refetch: () => void;
@@ -72,7 +72,7 @@ const initialsOf = (name: string) =>
 /* ---- be-crm DTO types (subset used here) -------------------------------- */
 
 interface RoleRef { id: string; slug: string; name: string; color: string | null; isSystem: boolean; isOwnerRole: boolean }
-interface MemberDTO { id: string; principalId: string; jobTitle: string | null; joinedAt: string; status: "active" | "deactivated"; roles: RoleRef[]; openDeals: number }
+interface MemberDTO { id: string; principalId: string; jobTitle: string | null; joinedAt: string; status: "active" | "deactivated"; roles: RoleRef[]; openDeals: number; email?: string | null; firstName?: string | null; lastName?: string | null; displayName?: string | null }
 interface RoleDTO { id: string; slug: string; name: string; description: string | null; color: string | null; isSystem: boolean; isOwnerRole: boolean; permissions: string[]; memberCount: number }
 interface InvitationDTO { id: string; email: string; roles: RoleRef[]; invitedBy: string; createdAt: string; token?: string }
 
@@ -117,9 +117,8 @@ function useMockTeam(): TeamData {
   const removeMember = useCallback(async (id: string) => { setMembers((l) => l.filter((m) => m.id !== id)); }, []);
   const invite = useCallback(async (email: string, roleIds: string[]) => {
     setInvites((l) => [{ id: `inv_${Date.now()}`, email, roleIds, invitedBy: "James Carter", sentAt: "Just now" }, ...l]);
-    return {};
   }, []);
-  const resendInvite = useCallback(async () => ({}), []);
+  const resendInvite = useCallback(async () => {}, []);
   const revokeInvite = useCallback(async (id: string) => { setInvites((l) => l.filter((i) => i.id !== id)); }, []);
   const setPermission = useCallback(async (roleId: string, permId: string, granted: boolean) => {
     setRoles((l) => l.map((r) => (r.id !== roleId ? r : {
@@ -158,12 +157,16 @@ function useLiveTeam(): TeamData {
 
   const members: UiMember[] = useMemo(() => (membersQ.data?.items ?? []).map((m) => {
     const isYou = !!meId && m.principalId === meId;
-    const name = isYou && user?.displayName
+    // Prefer the member's real name/email from their CRM registration; fall back to the
-      ? user.displayName
+    // ACE (for the current user), then job title, then a short principal id.
-      : (m.jobTitle?.trim() || `Member ${m.principalId.replace(/^pp_/, "").slice(0, 6)}`);
+    const name = m.displayName?.trim()
+      || (isYou && user?.displayName)
+      || m.jobTitle?.trim()
+      || `Member ${m.principalId.replace(/^pp_/, "").slice(0, 6)}`;
+    const email = m.email || (isYou ? user?.email : undefined) || "";
     return {
       id: m.id, principalId: m.principalId, name, initials: initialsOf(name),
-      email: isYou && user?.email ? user.email : m.principalId,
+      email,
       title: m.jobTitle ?? "", roleIds: m.roles.map((r) => r.id), gradient: gradientFor(m.id),
       status: (m.status === "active" ? "active" : "offline") as UiStatus,
       lastActive: m.status === "active" ? "Active" : "—",
@@ -187,16 +190,8 @@ function useLiveTeam(): TeamData {
       id, ...(patch.title !== undefined ? { jobTitle: patch.title } : {}), ...(patch.roleIds ? { roleIds: patch.roleIds } : {}),
     }),
     removeMember: (id) => cmd("crm.team.member.remove", { id }),
-    invite: async (email, roleIds) => {
+    invite: (email, roleIds) => cmd("crm.team.invitation.create", { email, roleIds }),
-      const dto = (await sdk.command("crm.team.invitation.create", { email, roleIds })) as { token?: string } | undefined;
+    resendInvite: (id) => cmd("crm.team.invitation.resend", { id }),
-      refetch();
-      return { token: dto?.token };
-    },
-    resendInvite: async (id) => {
-      const res = (await sdk.command("crm.team.invitation.resend", { id })) as { token?: string } | undefined;
-      refetch();
-      return { token: res?.token };
-    },
     revokeInvite: (id) => cmd("crm.team.invitation.revoke", { id }),
     setPermission: (roleId, permId, granted) =>
       cmd(granted ? "crm.team.role.addPermission" : "crm.team.role.removePermission", { id: roleId, permissionId: permId }),