feat: Messenger + Inbox on the AppShell data door + live IIOS socket

New "Communication" area in the dashboard, built on the existing appshell-sdk wiring (useQuery/sdk.command) like Team, with the IIOS MessageSocket for live streaming. - messenger-api.ts / inbox-api.ts: mock (demo) + live (crm.messenger.* / crm.inbox.*) behind one interface, switched by isShellConfigured(). - messenger-socket.tsx: MessengerSocketProvider — one IIOS MessageSocket per panel (openThread history + live on("message") + send). REST 4s poll is the automatic fallback when the socket isn't connected. - messenger.tsx: conversation list ⇄ thread + composer + new-chat people picker (DM 1 person / group 2+); inbox.tsx: filterable feed with Done/Snooze/Archive. - sidebar: Communication group (Messenger + Inbox, always-visible); dashboard: panel switch. - .npmrc: add the @insignia Gitea registry for @insignia/iios-kernel-client. Works on mock immediately; goes live once NEXT_PUBLIC_SUPABASE_URL + the BFF + be-crm are set. tsc clean; next build passes. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Merge pull request 'refactor(email): move invite email to be-crm (AppShell)' (#27 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow
2026-07-15 17:45:47 +05:30 · 2026-07-14 10:09:03 +00:00 · 2026-07-14 15:38:53 +05:30 · 2026-07-13 15:14:24 +00:00 · 2026-07-13 20:44:05 +05:30 · 2026-07-13 15:03:08 +00:00
23 changed files with 1654 additions and 91 deletions
@@ -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}
@@ -9,6 +9,7 @@
      "version": "0.1.0",
      "dependencies": {
        "@abe-kap/appshell-sdk": "^0.2.6",
+        "@insignia/iios-kernel-client": "^0.1.4",
        "clsx": "^2.1.1",
        "lucide-react": "^1.21.0",
        "next": "16.2.9",
@@ -1011,6 +1012,20 @@
        "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/@jridgewell/gen-mapping": {
      "version": "0.3.13",
      "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.13.tgz",
@@ -1279,6 +1294,12 @@
      "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 +3072,6 @@
      "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 +3225,28 @@
        "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 +6730,34 @@
        "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 +7518,35 @@
        "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",
@@ -10,6 +10,7 @@
  },
  "dependencies": {
    "@abe-kap/appshell-sdk": "^0.2.6",
+    "@insignia/iios-kernel-client": "^0.1.4",
    "clsx": "^2.1.1",
    "lucide-react": "^1.21.0",
    "next": "16.2.9",
@@ -0,0 +1,45 @@
+import type { Metadata } from "next";
+import Link from "next/link";
+import "@/components/portal/portal.css";
+import "./legal.css";
+import { COMPANY } from "./legal-config";
+
+export const metadata: Metadata = {
+  title: `${COMPANY} — Legal & SMS`,
+  description: `${COMPANY} SMS program opt-in, Privacy Policy and Terms of Service.`,
+};
+
+export default function LegalLayout({ children }: { children: React.ReactNode }) {
+  return (
+    <>
+      <link rel="preconnect" href="https://fonts.googleapis.com" />
+      <link rel="preconnect" href="https://fonts.gstatic.com" crossOrigin="anonymous" />
+      <link
+        href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700;800&display=swap"
+        rel="stylesheet"
+      />
+      <div className="legal-root">
+        <header className="legal-bar">
+          <Link href="/portal/login" aria-label={`${COMPANY} home`}>
+            {/* eslint-disable-next-line @next/next/no-img-element */}
+            <img src="/image/logo.png" alt={`${COMPANY} logo`} />
+          </Link>
+          <nav>
+            <Link href="/sms-opt-in">SMS Alerts</Link>
+            <Link href="/privacy">Privacy</Link>
+            <Link href="/terms">Terms</Link>
+          </nav>
+        </header>
+        {children}
+        <footer className="legal-foot">
+          <div>© {new Date().getFullYear()} {COMPANY}. All rights reserved.</div>
+          <div style={{ marginTop: 8 }}>
+            <Link href="/sms-opt-in">SMS Alerts</Link>
+            <Link href="/privacy">Privacy Policy</Link>
+            <Link href="/terms">Terms of Service</Link>
+          </div>
+        </footer>
+      </div>
+    </>
+  );
+}
@@ -0,0 +1,11 @@
+/**
+ * Shared business details for the public compliance pages (SMS opt-in, Privacy,
+ * Terms). Edit these in one place to keep every page and disclosure consistent.
+ * Replace SMS_SENDER with your live Twilio number once the campaign is approved.
+ */
+export const COMPANY = "LynkedUp Pro";
+export const SUPPORT_EMAIL = "support@lynkeduppro.com";
+export const PRIVACY_EMAIL = "privacy@lynkeduppro.com";
+export const SMS_SENDER = "(555) 010-0100"; // TODO: replace with your Twilio A2P number
+export const SITE_URL = "https://lynkeduppro-crmnew.vercel.app";
+export const LAST_UPDATED = "July 13, 2026";
@@ -0,0 +1,125 @@
+/* Public compliance pages (SMS opt-in, Privacy, Terms). Reuses the portal design
+   tokens (--bg, --text, --primary…) from portal.css for a consistent look, with
+   prose styling tuned for long-form legal copy. */
+
+.legal-root {
+  min-height: 100vh;
+  background: var(--bg, #0b0c11);
+  color: var(--text, #f3f4f8);
+  font-family: var(--font-ui, "Inter", system-ui, sans-serif);
+  display: flex;
+  flex-direction: column;
+}
+
+.legal-bar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 18px 24px;
+  border-bottom: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+  position: sticky;
+  top: 0;
+  background: color-mix(in srgb, var(--bg, #0b0c11) 88%, transparent);
+  backdrop-filter: blur(10px);
+  z-index: 5;
+}
+.legal-bar img { height: 30px; width: auto; }
+.legal-bar nav { display: flex; gap: 20px; flex-wrap: wrap; }
+.legal-bar nav a {
+  color: var(--muted, #a3a8b5);
+  text-decoration: none;
+  font-size: 14px;
+  font-weight: 600;
+}
+.legal-bar nav a:hover { color: var(--text, #f3f4f8); }
+.legal-bar nav a.on { color: var(--primary-2, #fb923c); }
+
+.legal-wrap { flex: 1; width: 100%; max-width: 820px; margin: 0 auto; padding: 44px 24px 80px; }
+
+.legal-wrap h1 { font-size: 32px; font-weight: 800; letter-spacing: -0.02em; margin: 0 0 6px; }
+.legal-wrap .updated { color: var(--faint, #6c7280); font-size: 13px; margin: 0 0 30px; }
+.legal-wrap h2 {
+  font-size: 19px; font-weight: 700; margin: 34px 0 10px;
+  padding-top: 20px; border-top: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+}
+.legal-wrap h2:first-of-type { border-top: none; padding-top: 0; }
+.legal-wrap p, .legal-wrap li { color: var(--muted, #a3a8b5); font-size: 15px; line-height: 1.7; }
+.legal-wrap p { margin: 0 0 12px; }
+.legal-wrap ul { margin: 0 0 12px; padding-left: 20px; }
+.legal-wrap li { margin: 0 0 6px; }
+.legal-wrap strong { color: var(--text, #f3f4f8); font-weight: 600; }
+.legal-wrap a { color: var(--primary-2, #fb923c); }
+
+/* Callout box for the mandatory SMS disclosures — makes them easy for a reviewer to find. */
+.legal-callout {
+  border: 1px solid var(--line-2, rgba(255, 255, 255, 0.15));
+  background: var(--surface, rgba(255, 255, 255, 0.04));
+  border-radius: var(--radius-sm, 13px);
+  padding: 16px 18px;
+  margin: 8px 0 18px;
+}
+.legal-callout p:last-child { margin-bottom: 0; }
+
+.legal-foot {
+  border-top: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+  padding: 22px 24px;
+  text-align: center;
+  color: var(--faint, #6c7280);
+  font-size: 13px;
+}
+.legal-foot a { color: var(--muted, #a3a8b5); text-decoration: none; margin: 0 10px; }
+.legal-foot a:hover { color: var(--text, #f3f4f8); }
+
+/* SMS opt-in form */
+.optin-card {
+  border: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+  background: var(--surface, rgba(255, 255, 255, 0.04));
+  border-radius: var(--radius-sm, 13px);
+  padding: 22px;
+  margin-top: 22px;
+}
+.optin-field { margin-bottom: 16px; }
+.optin-field label { display: block; font-weight: 600; font-size: 14px; margin-bottom: 7px; color: var(--text, #f3f4f8); }
+.optin-input {
+  width: 100%;
+  background: var(--ink, #121319);
+  border: 1px solid var(--line-2, rgba(255, 255, 255, 0.15));
+  border-radius: 10px;
+  padding: 13px 14px;
+  color: var(--text, #f3f4f8);
+  font-size: 15px;
+  font-family: inherit;
+}
+.optin-input:focus { outline: 2px solid var(--primary, #f97316); outline-offset: 1px; border-color: transparent; }
+
+.optin-consent { display: flex; gap: 11px; align-items: flex-start; margin: 6px 0 4px; }
+.optin-consent input { margin-top: 3px; width: 18px; height: 18px; flex: none; accent-color: var(--primary, #f97316); }
+.optin-consent label { font-size: 13.5px; line-height: 1.6; color: var(--muted, #a3a8b5); }
+
+.optin-submit {
+  width: 100%;
+  margin-top: 18px;
+  background: var(--primary, #f97316);
+  color: #fff;
+  border: none;
+  border-radius: 10px;
+  padding: 14px;
+  font-size: 15px;
+  font-weight: 700;
+  cursor: pointer;
+  font-family: inherit;
+}
+.optin-submit:disabled { opacity: 0.5; cursor: not-allowed; }
+
+.optin-fine { font-size: 12.5px; color: var(--faint, #6c7280); line-height: 1.6; margin-top: 14px; }
+.optin-done {
+  border: 1px solid color-mix(in srgb, var(--green, #34d399) 45%, transparent);
+  background: color-mix(in srgb, var(--green, #34d399) 12%, transparent);
+  color: #a7f3d0;
+  border-radius: var(--radius-sm, 13px);
+  padding: 18px 20px;
+  margin-top: 22px;
+  font-size: 14.5px;
+  line-height: 1.6;
+}
@@ -0,0 +1,98 @@
+import type { Metadata } from "next";
+import Link from "next/link";
+import { COMPANY, SUPPORT_EMAIL, PRIVACY_EMAIL, LAST_UPDATED } from "../legal-config";
+
+export const metadata: Metadata = {
+  title: `Privacy Policy — ${COMPANY}`,
+  description: `How ${COMPANY} collects, uses, and protects your information, including SMS/text messaging.`,
+};
+
+export default function PrivacyPage() {
+  return (
+    <main className="legal-wrap">
+      <h1>Privacy Policy</h1>
+      <p className="updated">Last updated: {LAST_UPDATED}</p>
+
+      <p>
+        This Privacy Policy explains how {COMPANY} (&quot;{COMPANY},&quot; &quot;we,&quot;
+        &quot;us&quot;) collects, uses, and protects your information when you use our
+        website, portal, and services, including our text message (SMS) program.
+      </p>
+
+      <h2>Information we collect</h2>
+      <ul>
+        <li><strong>Account information</strong> — name, email address, and mobile phone number you provide when registering or signing in.</li>
+        <li><strong>Property and service information</strong> — details you share to request roof inspections, estimates, and reports.</li>
+        <li><strong>Usage and device information</strong> — log data, device and browser type, and similar technical information collected automatically.</li>
+      </ul>
+
+      <h2>How we use your information</h2>
+      <ul>
+        <li>To create and secure your account, including sending one-time verification codes (OTP).</li>
+        <li>To provide, maintain, and improve our services.</li>
+        <li>To communicate with you about your account, appointments, estimates, and support requests.</li>
+        <li>To comply with legal obligations and protect against fraud and abuse.</li>
+      </ul>
+
+      <h2>SMS / text messaging</h2>
+      <div className="legal-callout">
+        <p>
+          <strong>
+            We do not sell, rent, or share your mobile phone number, or your SMS opt-in
+            consent, with any third parties or affiliates for their marketing or
+            promotional purposes.
+          </strong>
+        </p>
+        <p>
+          Mobile information collected for the purpose of sending text messages is used
+          only to deliver the messages you opted into and is not shared with third parties
+          for marketing. We may share your number only with service providers (such as our
+          messaging platform) strictly to deliver the messages, and as required by law.
+        </p>
+        <p>
+          <strong>Message frequency varies</strong> — verification codes are sent when you
+          request them (for example, each time you sign in or register), and account or
+          service notifications are occasional. <strong>Message and data rates may
+          apply</strong>, depending on your mobile carrier and plan.
+        </p>
+        <p>
+          You can opt out at any time by replying <strong>STOP</strong> to any message, and
+          get help by replying <strong>HELP</strong>. See our{" "}
+          <Link href="/terms">Terms of Service</Link> and the{" "}
+          <Link href="/sms-opt-in">SMS opt-in page</Link> for full program details.
+        </p>
+      </div>
+
+      <h2>How we share information</h2>
+      <p>
+        We do not sell your personal information. We share information only with service
+        providers who help us operate the service (for example, cloud hosting,
+        authentication, and messaging providers), and when required by law or to protect
+        our rights. As stated above, mobile phone numbers and SMS consent are never shared
+        with third parties or affiliates for marketing purposes.
+      </p>
+
+      <h2>Data retention and security</h2>
+      <p>
+        We retain personal information for as long as your account is active or as needed to
+        provide the service and meet legal obligations. We use administrative, technical,
+        and physical safeguards designed to protect your information; no method of
+        transmission or storage is completely secure.
+      </p>
+
+      <h2>Your choices and rights</h2>
+      <p>
+        You may access or update your account information at any time, opt out of SMS by
+        replying STOP, and request deletion of your account by contacting us. Depending on
+        your location, you may have additional rights under applicable privacy laws.
+      </p>
+
+      <h2>Contact us</h2>
+      <p>
+        Questions about this Privacy Policy? Email us at{" "}
+        <a href={`mailto:${PRIVACY_EMAIL}`}>{PRIVACY_EMAIL}</a> or{" "}
+        <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>.
+      </p>
+    </main>
+  );
+}
@@ -0,0 +1,125 @@
+"use client";
+
+import { useState } from "react";
+import Link from "next/link";
+import { COMPANY, SMS_SENDER, SUPPORT_EMAIL } from "../legal-config";
+
+/**
+ * Public SMS opt-in web form for A2P 10DLC campaign verification. Contains every
+ * element Twilio/CTIA require: phone field, an un-pre-checked consent checkbox, a
+ * description of the messages, frequency, rates disclaimer, HELP/STOP instructions,
+ * and links to the Terms and Privacy Policy.
+ */
+export default function SmsOptInPage() {
+  const [phone, setPhone] = useState("");
+  const [consent, setConsent] = useState(false);
+  const [done, setDone] = useState(false);
+
+  const digits = phone.replace(/\D/g, "");
+  const valid = digits.length >= 10 && consent;
+
+  function onSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    if (!valid) return;
+    // Records the opt-in. Consent + timestamp should be persisted server-side for your
+    // records; this confirmation is the user-facing acknowledgement.
+    setDone(true);
+  }
+
+  return (
+    <main className="legal-wrap">
+      <h1>{COMPANY} SMS Alerts</h1>
+      <p className="updated">Sign up to receive text messages from {COMPANY}.</p>
+
+      <p>
+        At {COMPANY}, we send text messages to help you use and secure your account. By
+        opting in below you&apos;ll receive <strong>account and service messages</strong>,
+        including:
+      </p>
+      <ul>
+        <li>One-time verification codes (OTP) when you sign in or register</li>
+        <li>Sign-in and security alerts</li>
+        <li>Roof inspection scheduling and status updates</li>
+        <li>Estimate and report notifications</li>
+      </ul>
+
+      {done ? (
+        <div className="optin-done" role="status">
+          <strong>You&apos;re signed up.</strong>{" "}We&apos;ll text account and service
+          messages to {phone}. Reply <strong>STOP</strong>{" "}at any time to unsubscribe,
+          or <strong>HELP</strong>{" "}for help.
+        </div>
+      ) : (
+        <form className="optin-card" onSubmit={onSubmit}>
+          <div className="optin-field">
+            <label htmlFor="sms-phone">Mobile phone number</label>
+            <input
+              id="sms-phone"
+              className="optin-input"
+              type="tel"
+              inputMode="tel"
+              autoComplete="tel"
+              placeholder="+1 (555) 010-0100"
+              value={phone}
+              onChange={(e) => setPhone(e.target.value)}
+              required
+            />
+          </div>
+
+          {/* Consent checkbox — MUST NOT be pre-checked (starts false). */}
+          <div className="optin-consent">
+            <input
+              id="sms-consent"
+              type="checkbox"
+              checked={consent}
+              onChange={(e) => setConsent(e.target.checked)}
+            />
+            <label htmlFor="sms-consent">
+              I agree to receive account and service text messages (including one-time
+              verification codes) from {COMPANY} at the number provided. Consent is not a
+              condition of purchase. Message frequency varies. Message and data rates may
+              apply. Reply HELP for help and STOP to unsubscribe. See our{" "}
+              <Link href="/terms">Terms of Service</Link> and{" "}
+              <Link href="/privacy">Privacy Policy</Link>.
+            </label>
+          </div>
+
+          <button className="optin-submit" type="submit" disabled={!valid}>
+            Yes, sign me up!
+          </button>
+
+          <p className="optin-fine">
+            Message frequency varies. Message and data rates may apply. Reply{" "}
+            <strong>HELP</strong>{" "}for help or <strong>STOP</strong>{" "}to cancel at any
+            time. Carriers are not liable for delayed or undelivered messages.
+          </p>
+        </form>
+      )}
+
+      <h2>Program details</h2>
+      <ul>
+        <li><strong>Program name:</strong> {COMPANY} Account &amp; Service Alerts</li>
+        <li><strong>Message types:</strong> verification codes (OTP), security alerts, appointment and inspection updates, estimate notifications</li>
+        <li><strong>Message frequency:</strong> varies — codes are sent when you request them (e.g. each sign-in or registration); notifications are occasional</li>
+        <li><strong>Cost:</strong> Message and data rates may apply, per your mobile plan</li>
+      </ul>
+
+      <h2>How to opt out or get help</h2>
+      <p>
+        Reply <strong>STOP</strong>{" "}to any message to unsubscribe — you&apos;ll get one
+        confirmation and no further texts. Reply <strong>HELP</strong>{" "}for help, or
+        contact us at <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>
+        {SMS_SENDER ? <> or {SMS_SENDER}</> : null}. Messages are sent from {COMPANY}.
+      </p>
+
+      <h2>Your privacy</h2>
+      <p>
+        <strong>
+          We do not sell, rent, or share your mobile phone number or your SMS opt-in
+          consent with any third parties or affiliates for their marketing purposes.
+        </strong>{" "}
+        See our <Link href="/privacy">Privacy Policy</Link>{" "}for full details.
+      </p>
+    </main>
+  );
+}
@@ -0,0 +1,85 @@
+import type { Metadata } from "next";
+import Link from "next/link";
+import { COMPANY, SUPPORT_EMAIL, LAST_UPDATED } from "../legal-config";
+
+export const metadata: Metadata = {
+  title: `Terms of Service — ${COMPANY}`,
+  description: `The terms governing your use of ${COMPANY}, including the SMS/text messaging program.`,
+};
+
+export default function TermsPage() {
+  return (
+    <main className="legal-wrap">
+      <h1>Terms of Service</h1>
+      <p className="updated">Last updated: {LAST_UPDATED}</p>
+
+      <p>
+        These Terms of Service (&quot;Terms&quot;) govern your access to and use of the {COMPANY}{" "}
+        website, portal, and services (the &quot;Service&quot;). By using the
+        Service you agree to these Terms.
+      </p>
+
+      <h2>Use of the Service</h2>
+      <p>
+        You must provide accurate information, keep your credentials secure, and use the
+        Service only for lawful purposes and in accordance with these Terms. You are
+        responsible for activity that occurs under your account.
+      </p>
+
+      <h2>Accounts and verification</h2>
+      <p>
+        To protect your account we may verify your identity, including by sending one-time
+        codes to your email or mobile number. You agree to receive these verification
+        messages as part of using the Service.
+      </p>
+
+      <h2>SMS / text messaging program</h2>
+      <div className="legal-callout">
+        <p>
+          By opting in on our <Link href="/sms-opt-in">SMS opt-in page</Link> or by
+          providing your mobile number and agreeing to receive texts, you consent to
+          receive <strong>account and service text messages</strong> from {COMPANY},
+          including one-time verification codes (OTP), security alerts, appointment and
+          inspection updates, and estimate notifications.
+        </p>
+        <p>
+          <strong>Message frequency varies.</strong> <strong>Message and data rates may
+          apply.</strong> Reply <strong>HELP</strong> for help or <strong>STOP</strong> to
+          unsubscribe at any time; after you send STOP we will send one confirmation and no
+          further messages. Carriers are not liable for delayed or undelivered messages.
+        </p>
+        <p>
+          We do not sell, rent, or share your mobile number or SMS consent with third
+          parties or affiliates for marketing. See our{" "}
+          <Link href="/privacy">Privacy Policy</Link> for details.
+        </p>
+      </div>
+
+      <h2>Acceptable use</h2>
+      <p>
+        You may not misuse the Service, attempt to access accounts or data you are not
+        authorized to access, interfere with the Service&apos;s operation, or use it to
+        send unlawful, harmful, or infringing content.
+      </p>
+
+      <h2>Disclaimers and limitation of liability</h2>
+      <p>
+        The Service is provided &quot;as is&quot; without warranties of any kind. To the
+        fullest extent permitted by law, {COMPANY} is not liable for any indirect,
+        incidental, or consequential damages arising from your use of the Service.
+      </p>
+
+      <h2>Changes to these Terms</h2>
+      <p>
+        We may update these Terms from time to time. Continued use of the Service after
+        changes take effect constitutes acceptance of the updated Terms.
+      </p>
+
+      <h2>Contact us</h2>
+      <p>
+        Questions about these Terms? Email us at{" "}
+        <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>.
+      </p>
+    </main>
+  );
+}
@@ -0,0 +1,28 @@
+import { NextResponse } from "next/server";
+
+// Server-side proxy to be-crm's public invitation lookup, so the invite landing page
+// can learn the invited email + roles and whether an account exists — before the
+// invitee has a session. Server-to-server avoids CORS. No secrets involved (the token
+// is the only credential, and it was emailed to the invitee).
+
+export const runtime = "nodejs";
+
+const CRM_BASE_URL = (process.env.CRM_BASE_URL ?? "https://crm.lynkedup.cloud").replace(/\/$/, "");
+
+export async function GET(request: Request) {
+  const token = new URL(request.url).searchParams.get("token") ?? "";
+  if (token.length < 16 || token.length > 256) {
+    return NextResponse.json({ ok: false, status: "invalid" }, { status: 400 });
+  }
+  try {
+    const res = await fetch(`${CRM_BASE_URL}/public/invitations/lookup?token=${encodeURIComponent(token)}`, {
+      headers: { Accept: "application/json" },
+      cache: "no-store",
+    });
+    if (!res.ok) return NextResponse.json({ ok: false, status: "unavailable" }, { status: 502 });
+    const data = await res.json();
+    return NextResponse.json(data);
+  } catch {
+    return NextResponse.json({ ok: false, status: "unavailable" }, { status: 502 });
+  }
+}
@@ -0,0 +1,113 @@
+"use client";
+
+import { useEffect, useRef, useState } from "react";
+import { useRouter } from "next/navigation";
+import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
+import { PortalAside, PanelBrand } from "@/components/portal/parts";
+import { CookieBanner, Spinner } from "@/components/portal/bits";
+import { isShellConfigured } from "@/lib/appshell";
+
+interface InviteInfo { ok: boolean; status?: string; email?: string; roleNames?: string[]; hasAccount?: boolean }
+
+/**
+ * Team invitation landing page (/portal/invite?token=…). It looks the token up
+ * (public, pre-auth) to learn the invited email and whether an account exists, then:
+ * - signed in + registered → accept now (creates the membership with the invited role);
+ * - signed in, no CRM profile → onboarding, which redeems the token on finish;
+ * - not signed in + email already has an account → sign in (email prefilled);
+ * - not signed in + first-time invitee → register (email prefilled + locked).
+ * The register/login/onboarding flows redeem the stashed token on completion.
+ */
+export default function InvitePage() {
+  const router = useRouter();
+  const { status, getUserEmail } = useAuth();
+  const { ready, sdk } = useAppShell();
+  const [error, setError] = useState("");
+  const started = useRef(false);
+
+  useEffect(() => {
+    let token = "";
+    try { token = new URLSearchParams(window.location.search).get("token") ?? ""; } catch { /* ignore */ }
+    if (!token) { setError("This invitation link is invalid or incomplete."); return; }
+    if (!isShellConfigured()) { try { sessionStorage.setItem("invite_token", token); } catch { /* ignore */ } router.replace("/portal/register"); return; }
+    if (!ready || started.current) return;
+    started.current = true;
+
+    (async () => {
+      try { sessionStorage.setItem("invite_token", token); } catch { /* ignore */ }
+
+      // Look the invitation up (pre-auth) to get the email + account state.
+      let info: InviteInfo = { ok: false };
+      try {
+        const res = await fetch(`/api/invite/lookup?token=${encodeURIComponent(token)}`, { cache: "no-store" });
+        info = await res.json();
+      } catch { /* treat as unavailable below */ }
+
+      if (!info.ok) {
+        const msg = info.status === "expired" ? "This invitation has expired. Ask for a new one."
+          : info.status === "accepted" ? "This invitation has already been used."
+          : info.status === "revoked" ? "This invitation was revoked."
+          : "This invitation link is invalid.";
+        setError(msg);
+        try { sessionStorage.removeItem("invite_token"); } catch { /* ignore */ }
+        return;
+      }
+      if (info.email) { try { sessionStorage.setItem("invite_email", info.email); } catch { /* ignore */ } }
+
+      // Signed in already: accept if registered, else finish onboarding first.
+      if (status === "authenticated") {
+        try {
+          const st = await sdk.query<{ registered: boolean }>("crm.account.registrationStatus");
+          if (!st?.registered) {
+            try { const em = await getUserEmail(); if (em) sessionStorage.setItem("onboard_email", em); } catch { /* ignore */ }
+            router.replace("/portal/onboarding");
+            return;
+          }
+        } catch { /* fall through to accept */ }
+        try {
+          await sdk.command("crm.team.invitation.accept", { token });
+          try { sessionStorage.removeItem("invite_token"); sessionStorage.removeItem("invite_email"); } catch { /* ignore */ }
+          router.replace("/dashboard");
+        } catch {
+          setError("We couldn't accept this invitation — it may have expired or already been used.");
+        }
+        return;
+      }
+
+      // Not signed in: existing account → sign in; first-time invitee → register.
+      router.replace(info.hasAccount ? "/portal/login" : "/portal/register");
+    })();
+  }, [ready, status, router, sdk, getUserEmail]);
+
+  return (
+    <main className="portal-main">
+      <span className="portal-grid" />
+      <div className="portal-split anim-in">
+        <PortalAside />
+        <section className="portal-panel">
+          <div style={{ width: "100%", maxWidth: 420 }}>
+            <PanelBrand />
+            <div className="card anim-fade-up" style={{ textAlign: "center" }}>
+              {error ? (
+                <>
+                  <h1>Invitation problem</h1>
+                  <p className="sub">{error}</p>
+                  <button className="btn btn-primary" style={{ marginTop: 16 }} onClick={() => router.replace("/portal/login")}>
+                    Go to sign in
+                  </button>
+                </>
+              ) : (
+                <div className="interstitial">
+                  <Spinner lg />
+                  <h1 style={{ fontSize: 20, marginTop: 8 }}>Checking your invitation…</h1>
+                  <p className="sub">One moment while we set things up.</p>
+                </div>
+              )}
+            </div>
+          </div>
+        </section>
+      </div>
+      <CookieBanner />
+    </main>
+  );
+}
@@ -15,6 +15,8 @@ import { Support } from "./support";
 import { Rules } from "./rules";
 import { AiAssistant } from "./ai-assistant";
 import { TeamManagement } from "./team-management";
+import { Messenger } from "./messenger";
+import { Inbox } from "./inbox";
 import "../../app/dashboard/dashboard.css";

 export function Dashboard() {
@@ -45,6 +47,8 @@ export function Dashboard() {
              : active === "support" ? <Support />
              : active === "rules" ? <Rules />
              : active === "ai" ? <AiAssistant />
+              : active === "messenger" ? <Messenger />
+              : active === "inbox" ? <Inbox />
              : active === "team" ? <TeamManagement />
              : <ComingSoon title={title} icon={item?.icon ?? "dashboard"} onGo={setActive} />}
          </ToastProvider>
@@ -0,0 +1,85 @@
+"use client";
+
+// ============================================================
+// Inbox — a personalized work/awareness feed IIOS projects from
+// events (mentions, needs-reply, support updates, …), surfaced via
+// the be-crm data door (crm.inbox.*). List + filter by state, and
+// mark items done / snoozed / archived. Items are created by IIOS's
+// projector, never here. Mock when the Shell isn't configured.
+// ============================================================
+
+import { useState } from "react";
+import { Btn, Icon, PageHead, Pill } from "./ui";
+import { useInboxData, type InboxState, type UiInboxItem } from "@/lib/inbox-api";
+
+const KIND_LABEL: Record<string, string> = {
+  MENTION: "Mention", NEEDS_REPLY: "Needs reply", NEEDS_REVIEW: "Needs review", NEEDS_APPROVAL: "Needs approval",
+  SUPPORT_UPDATE: "Support", MEETING_FOLLOWUP: "Meeting", DIGEST: "Digest", SYSTEM_ALERT: "Alert", CRM_OWNER_INTEREST: "Owner",
+};
+const FILTERS: { value: InboxState; label: string }[] = [
+  { value: "OPEN", label: "Open" }, { value: "SNOOZED", label: "Snoozed" }, { value: "DONE", label: "Done" }, { value: "ARCHIVED", label: "Archived" },
+];
+
+export function Inbox() {
+  const [filter, setFilter] = useState<InboxState>("OPEN");
+  const inbox = useInboxData(filter);
+
+  return (
+    <div className="view">
+      <PageHead eyebrow="Communication" title="Inbox" subtitle="Mentions, replies and updates that need your attention" icon="bell" />
+      {!inbox.live && (
+        <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 mock data. It goes live once the Shell + be-crm are connected.
+        </div>
+      )}
+
+      <div style={{ display: "flex", gap: 6, marginBottom: 14, flexWrap: "wrap" }}>
+        {FILTERS.map((f) => (
+          <Btn key={f.value} variant={filter === f.value ? "primary" : "outline"} onClick={() => setFilter(f.value)}>{f.label}</Btn>
+        ))}
+      </div>
+
+      <div className="card" style={{ padding: 0, overflow: "hidden" }}>
+        {inbox.loading && <div style={{ padding: 20, color: "var(--muted)" }}>Loading…</div>}
+        {!inbox.loading && inbox.items.length === 0 && (
+          <div style={{ padding: 28, color: "var(--muted)", textAlign: "center" }}>Nothing here — you&apos;re all caught up 🎉</div>
+        )}
+        {inbox.items.map((it) => (
+          <InboxRow
+            key={it.id} it={it}
+            onDone={() => inbox.transition(it.id, "DONE")}
+            onSnooze={() => inbox.transition(it.id, "SNOOZED")}
+            onArchive={() => inbox.transition(it.id, "ARCHIVED")}
+          />
+        ))}
+      </div>
+    </div>
+  );
+}
+
+function InboxRow({ it, onDone, onSnooze, onArchive }: { it: UiInboxItem; onDone: () => void; onSnooze: () => void; onArchive: () => void }) {
+  const isMention = it.kind === "MENTION";
+  return (
+    <div style={{ display: "flex", gap: 12, alignItems: "flex-start", padding: "14px 18px", borderBottom: "1px solid var(--border)" }}>
+      <span style={{ marginTop: 2, color: isMention ? "var(--orange)" : "var(--text-2)" }}>
+        <Icon name={isMention ? "chat" : "bell"} size={18} />
+      </span>
+      <div style={{ flex: 1, minWidth: 0 }}>
+        <div style={{ display: "flex", gap: 8, alignItems: "center", flexWrap: "wrap" }}>
+          <Pill tone={isMention ? "warn" : "muted"}>{KIND_LABEL[it.kind] ?? it.kind}</Pill>
+          <span style={{ fontWeight: 600 }}>{it.title}</span>
+        </div>
+        {it.summary && <div style={{ color: "var(--muted)", fontSize: 13, marginTop: 3 }}>{it.summary}</div>}
+      </div>
+      {it.state === "OPEN" ? (
+        <div style={{ display: "flex", gap: 6, flexShrink: 0 }}>
+          <Btn variant="ghost" icon="clock" onClick={onSnooze}>Snooze</Btn>
+          <Btn variant="outline" icon="check" onClick={onDone}>Done</Btn>
+          <Btn variant="ghost" icon="x" onClick={onArchive}>Archive</Btn>
+        </div>
+      ) : (
+        <Pill tone="muted">{it.state.toLowerCase()}</Pill>
+      )}
+    </div>
+  );
+}
@@ -0,0 +1,248 @@
+"use client";
+
+// ============================================================
+// Messenger — internal team + client chat, powered by IIOS via
+// the be-crm data door (crm.messenger.*). Conversation list ⇄
+// thread view + composer, with a "new chat" people picker that
+// creates a DM (1 person) or group (2+). DM-vs-group and who-can-
+// chat are enforced server-side by IIOS/OPA; this is just UI.
+// Data comes from useMessengerData()/useThread(): local mock when
+// the Shell isn't configured, live be-crm when it is.
+// ============================================================
+
+import { type CSSProperties, useEffect, useRef, useState } from "react";
+import { Avatar, Btn, Field, Icon, Modal, PageHead, Pill, useToast } from "./ui";
+import { useMessengerData, useThread, type Membership, type UiConversation, type UiPerson } from "@/lib/messenger-api";
+import { MessengerSocketProvider } from "@/lib/messenger-socket";
+
+const initialsOf = (name: string) =>
+  name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?";
+const timeOf = (iso?: string) => {
+  if (!iso) return "";
+  const d = new Date(iso);
+  return Number.isNaN(+d) ? "" : d.toLocaleTimeString([], { hour: "2-digit", minute: "2-digit" });
+};
+const GROUP_GRAD = "linear-gradient(135deg,#6366f1,#8b5cf6)";
+const CUSTOMER_GRAD = "linear-gradient(135deg,#10b981,#059669)";
+const inputStyle: CSSProperties = {
+  width: "100%", padding: "9px 12px", borderRadius: 10, border: "1px solid var(--border)",
+  background: "var(--panel)", color: "var(--text)", fontSize: 14, outline: "none",
+};
+
+export function Messenger() {
+  // One shared IIOS socket for the whole panel (live in Shell mode; no-op in mock).
+  return (
+    <MessengerSocketProvider>
+      <MessengerPanel />
+    </MessengerSocketProvider>
+  );
+}
+
+function MessengerPanel() {
+  const m = useMessengerData();
+  const toast = useToast();
+  const [selected, setSelected] = useState<string | null>(null);
+  const [newOpen, setNewOpen] = useState(false);
+
+  useEffect(() => {
+    if ((!selected || !m.conversations.some((c) => c.threadId === selected)) && m.conversations[0]) {
+      setSelected(m.conversations[0].threadId);
+    }
+  }, [m.conversations, selected]);
+
+  const current = m.conversations.find((c) => c.threadId === selected) ?? null;
+
+  return (
+    <div className="view">
+      <PageHead
+        eyebrow="Communication" title="Messenger" subtitle="Chat with your team and clients — direct or in groups" icon="send"
+        actions={<Btn icon="plus" onClick={() => setNewOpen(true)}>New chat</Btn>}
+      />
+      {!m.live && (
+        <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 mock data. It goes live once the Shell + be-crm are connected.
+        </div>
+      )}
+
+      <div className="card" style={{ display: "flex", height: 620, padding: 0, overflow: "hidden" }}>
+        <aside style={{ width: 296, borderRight: "1px solid var(--border)", overflowY: "auto", background: "var(--panel)" }}>
+          {m.loading && <div style={{ padding: 16, color: "var(--muted)" }}>Loading…</div>}
+          {!m.loading && m.conversations.length === 0 && (
+            <div style={{ padding: 16, color: "var(--muted)" }}>No conversations yet. Start a new chat.</div>
+          )}
+          {m.conversations.map((c) => (
+            <ConversationRow key={c.threadId} c={c} active={c.threadId === selected} onClick={() => setSelected(c.threadId)} />
+          ))}
+        </aside>
+
+        <section style={{ flex: 1, display: "flex", flexDirection: "column", minWidth: 0 }}>
+          {current ? (
+            <ThreadView key={current.threadId} conv={current} onError={(msg) => toast.push({ tone: "error", title: "Message failed", desc: msg })} />
+          ) : (
+            <div style={{ margin: "auto", color: "var(--muted)", textAlign: "center" }}>
+              <Icon name="send" size={38} />
+              <p>Select or start a conversation</p>
+            </div>
+          )}
+        </section>
+      </div>
+
+      <NewChatModal
+        open={newOpen} onClose={() => setNewOpen(false)} directory={m.directory}
+        onCreate={async (ids, opts) => {
+          try {
+            const id = await m.openConversation(ids, opts);
+            setSelected(id);
+            setNewOpen(false);
+          } catch (e) {
+            toast.push({ tone: "error", title: "Couldn't start chat", desc: (e as Error).message });
+          }
+        }}
+      />
+    </div>
+  );
+}
+
+function ConversationRow({ c, active, onClick }: { c: UiConversation; active: boolean; onClick: () => void }) {
+  return (
+    <button
+      onClick={onClick}
+      style={{
+        display: "flex", gap: 10, alignItems: "center", width: "100%", textAlign: "left",
+        padding: "10px 14px", border: "none", borderBottom: "1px solid var(--border)", cursor: "pointer",
+        background: active ? "var(--panel-2)" : "transparent", color: "var(--text)",
+      }}
+    >
+      <Avatar initials={initialsOf(c.title)} size={38} gradient={c.membership === "group" ? GROUP_GRAD : undefined} />
+      <div style={{ flex: 1, minWidth: 0 }}>
+        <div style={{ display: "flex", justifyContent: "space-between", gap: 8, alignItems: "center" }}>
+          <span style={{ fontWeight: 600, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis" }}>{c.title}</span>
+          {c.membership === "group" && <Pill tone="muted">group</Pill>}
+        </div>
+        <div style={{ color: "var(--muted)", fontSize: 12.5, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis" }}>
+          {c.lastMessage ?? "No messages yet"}
+        </div>
+      </div>
+      {c.unread > 0 && (
+        <span style={{ background: "var(--orange)", color: "#fff", borderRadius: 999, fontSize: 11, padding: "1px 7px" }}>{c.unread}</span>
+      )}
+    </button>
+  );
+}
+
+function ThreadView({ conv, onError }: { conv: UiConversation; onError: (m: string) => void }) {
+  const t = useThread(conv.threadId);
+  const [draft, setDraft] = useState("");
+  const [sending, setSending] = useState(false);
+  const endRef = useRef<HTMLDivElement>(null);
+
+  useEffect(() => { endRef.current?.scrollIntoView({ behavior: "smooth" }); }, [t.messages.length]);
+
+  async function submit() {
+    const text = draft.trim();
+    if (!text || sending) return;
+    setDraft(""); setSending(true);
+    try { await t.send(text); }
+    catch (e) { setDraft(text); onError((e as Error).message); }
+    finally { setSending(false); }
+  }
+
+  return (
+    <>
+      <header style={{ display: "flex", alignItems: "center", gap: 10, padding: "12px 18px", borderBottom: "1px solid var(--border)" }}>
+        <Avatar initials={initialsOf(conv.title)} size={34} gradient={conv.membership === "group" ? GROUP_GRAD : undefined} />
+        <div>
+          <div style={{ fontWeight: 600 }}>{conv.title}</div>
+          <div style={{ color: "var(--muted)", fontSize: 12 }}>
+            {conv.membership === "group" ? `${conv.participants.length} people` : "Direct message"}
+          </div>
+        </div>
+      </header>
+
+      <div style={{ flex: 1, overflowY: "auto", padding: 18, display: "flex", flexDirection: "column", gap: 8, background: "var(--bg)" }}>
+        {t.loading && t.messages.length === 0 && <div style={{ margin: "auto", color: "var(--muted)" }}>Loading messages…</div>}
+        {!t.loading && t.messages.length === 0 && <div style={{ margin: "auto", color: "var(--muted)" }}>No messages yet — say hello 👋</div>}
+        {t.messages.map((msg) => (
+          <div key={msg.id} style={{ alignSelf: msg.mine ? "flex-end" : "flex-start", maxWidth: "72%" }}>
+            <div style={{
+              background: msg.mine ? "var(--grad-brand)" : "var(--panel-2)", color: msg.mine ? "#fff" : "var(--text)",
+              padding: "8px 12px", borderRadius: 14,
+              borderBottomRightRadius: msg.mine ? 4 : 14, borderBottomLeftRadius: msg.mine ? 14 : 4,
+              whiteSpace: "pre-wrap", wordBreak: "break-word", fontSize: 14,
+            }}>
+              {msg.text}
+            </div>
+            <div style={{ fontSize: 10.5, color: "var(--muted)", textAlign: msg.mine ? "right" : "left", marginTop: 2 }}>{timeOf(msg.at)}</div>
+          </div>
+        ))}
+        <div ref={endRef} />
+      </div>
+
+      <footer style={{ display: "flex", gap: 8, padding: 14, borderTop: "1px solid var(--border)" }}>
+        <input
+          value={draft} onChange={(e) => setDraft(e.target.value)}
+          onKeyDown={(e) => { if (e.key === "Enter" && !e.shiftKey) { e.preventDefault(); void submit(); } }}
+          placeholder="Type a message…" style={inputStyle}
+        />
+        <Btn icon="send" onClick={() => void submit()} disabled={sending || !draft.trim()}>Send</Btn>
+      </footer>
+    </>
+  );
+}
+
+function NewChatModal({
+  open, onClose, directory, onCreate,
+}: {
+  open: boolean; onClose: () => void; directory: UiPerson[];
+  onCreate: (ids: string[], opts: { membership: Membership; subject?: string }) => Promise<void>;
+}) {
+  const [picked, setPicked] = useState<string[]>([]);
+  const [subject, setSubject] = useState("");
+  const [q, setQ] = useState("");
+  const [busy, setBusy] = useState(false);
+
+  useEffect(() => { if (!open) { setPicked([]); setSubject(""); setQ(""); setBusy(false); } }, [open]);
+
+  const membership: Membership = picked.length > 1 ? "group" : "dm";
+  const filtered = directory.filter((p) => p.name.toLowerCase().includes(q.trim().toLowerCase()));
+  const toggle = (id: string) => setPicked((l) => (l.includes(id) ? l.filter((x) => x !== id) : [...l, id]));
+
+  async function create() {
+    if (!picked.length || busy) return;
+    setBusy(true);
+    await onCreate(picked, { membership, ...(membership === "group" && subject.trim() ? { subject: subject.trim() } : {}) });
+    setBusy(false);
+  }
+
+  return (
+    <Modal
+      open={open} onClose={onClose} title="New conversation"
+      subtitle={membership === "group" ? "Group chat" : "Direct message"} icon="send"
+      footer={<>
+        <Btn variant="ghost" onClick={onClose}>Cancel</Btn>
+        <Btn icon="send" onClick={() => void create()} disabled={!picked.length || busy}>{busy ? "Starting…" : "Start chat"}</Btn>
+      </>}
+    >
+      <input value={q} onChange={(e) => setQ(e.target.value)} placeholder="Search people…" style={{ ...inputStyle, marginBottom: 10 }} />
+      {membership === "group" && (
+        <Field label="Group name (optional)">
+          <input value={subject} onChange={(e) => setSubject(e.target.value)} placeholder="e.g. Storm response" style={inputStyle} />
+        </Field>
+      )}
+      <div style={{ maxHeight: 320, overflowY: "auto", marginTop: 8, display: "flex", flexDirection: "column", gap: 2 }}>
+        {filtered.length === 0 && <div style={{ color: "var(--muted)", padding: 10 }}>No people found.</div>}
+        {filtered.map((p) => (
+          <label key={p.id} style={{
+            display: "flex", alignItems: "center", gap: 10, padding: "8px 10px", borderRadius: 10, cursor: "pointer",
+            background: picked.includes(p.id) ? "var(--panel-2)" : "transparent",
+          }}>
+            <input type="checkbox" checked={picked.includes(p.id)} onChange={() => toggle(p.id)} />
+            <Avatar initials={initialsOf(p.name)} size={30} gradient={p.kind === "customer" ? CUSTOMER_GRAD : undefined} />
+            <span style={{ flex: 1 }}>{p.name}</span>
+            <Pill tone="muted">{p.kind}</Pill>
+          </label>
+        ))}
+      </div>
+    </Modal>
+  );
+}
@@ -6,6 +6,7 @@ import { ChevronsUpDown, LogOut } from "lucide-react";
 import { useAuth } from "@abe-kap/appshell-sdk/react";
 import { Icon } from "./ui";
 import { user } from "./account-data";
+import { useMyAccess } from "@/lib/access";

 function initialsOf(name: string): string {
  return name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?";
@@ -28,6 +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, replies and updates for you" },
+    ],
+  },
  {
    title: "Workspace",
    items: [
@@ -67,10 +75,45 @@ export const NAV_GROUPS: NavGroup[] = [

 export const NAV_ITEMS: NavItem[] = NAV_GROUPS.flatMap((g) => g.items);

+// Nav visibility by CRM permission. Dashboard + Profile are always visible (even to a
+// 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", "messenger", "inbox"]);
+const NAV_PERMISSION: Record<string, string | undefined> = {
+  team: "team.manage",
+  people: "team.manage",
+  leads: "leads.manage",
+  verify: "leads.manage",
+  pipeline: "pipeline.manage",
+  estimates: "estimates.create",
+  procanvas: "estimates.create",
+  dispatch: "dispatch.manage",
+  schedule: "dispatch.manage",
+  storm: "dispatch.manage",
+  territory: "dispatch.manage",
+  leaderboard: "reports.view",
+  settings: "settings.manage",
+};
+
 export function Sidebar({ active, onSelect }: { active: string; onSelect: (k: string) => void }) {
  const router = useRouter();
  const { user: me, logout, context } = useAuth();
+  const access = useMyAccess();
  const [menuOpen, setMenuOpen] = useState(false);
+
+  // A new user with no membership sees only Dashboard + Profile. Members see the areas
+  // their permissions allow. While access is still loading, keep it minimal to avoid
+  // flashing items the user can't actually use.
+  const canSee = (key: string): boolean => {
+    if (ALWAYS_VISIBLE.has(key)) return true;
+    if (access.loading || !access.isMember) return false;
+    const perm = NAV_PERMISSION[key];
+    return perm ? access.can(perm) : true;
+  };
+  const visibleGroups = NAV_GROUPS
+    .map((g) => ({ ...g, items: g.items.filter((it) => canSee(it.key)) }))
+    .filter((g) => g.items.length > 0);
  // Real signed-in identity from the App Context Envelope; fall back to the static
  // demo user only when the Shell isn't wired.
  const roleLabel = context?.scope?.role ? context.scope.role.charAt(0).toUpperCase() + context.scope.role.slice(1) : "";
@@ -92,7 +135,7 @@ export function Sidebar({ active, onSelect }: { active: string; onSelect: (k: st
      </div>

      <nav className="dash-nav">
-        {NAV_GROUPS.map((g, gi) => (
+        {visibleGroups.map((g, gi) => (
          <div className="nav-section" key={gi}>
            <div className="nav-group">{g.title}</div>
            {g.items.map((it) => (
@@ -301,8 +301,15 @@ export function TeamManagement() {
                  </div>
                  <RoleChips roleIds={inv.roleIds} roleById={roleById} />
                  <div className="tm-invite-actions">
+                    {inv.token && (
+                      <Btn variant="soft" size="sm" icon="copy" onClick={async () => {
+                        const link = `${window.location.origin}/portal/invite?token=${inv.token}`;
+                        try { await navigator.clipboard.writeText(link); toast.push({ tone: "success", title: "Invite link copied", desc: `Send it to ${inv.email} to join.` }); }
+                        catch { toast.push({ tone: "info", title: "Invite link", desc: link }); }
+                      }}>Copy link</Btn>
+                    )}
                    <Btn variant="soft" size="sm" icon="refresh" onClick={async () => {
-                      try { await team.resendInvite(inv.id); toast.push({ tone: "success", title: "Invite resent", desc: `A fresh link was sent to ${inv.email}.` }); }
+                      try { await team.resendInvite(inv.id); toast.push({ tone: "success", title: "Invite resent", desc: `A fresh link was emailed to ${inv.email}.` }); }
                      catch (e) { toast.push({ tone: "error", title: "Couldn't resend", desc: (e as Error).message }); }
                    }}>Resend</Btn>
                    <Btn variant="ghost" size="sm" icon="x" onClick={async () => {
@@ -326,7 +333,7 @@ export function TeamManagement() {
          try {
            await team.invite(email, roleIds);
            setTab("invites");
-            toast.push({ tone: "success", title: "Invitation sent", desc: `${email} was invited with ${roleIds.length} role${roleIds.length === 1 ? "" : "s"}.` });
+            toast.push({ tone: "success", title: "Invitation sent", desc: `We emailed an invite to ${email}. You can also copy the link.` });
          } catch (e) { toast.push({ tone: "error", title: "Couldn't send invite", desc: (e as Error).message }); }
        }}
      />
@@ -34,6 +34,25 @@ export function LoginFlow() {
  const [remember, setRemember] = useState(false);
  const [flash, setFlash] = useState<string>("");
  const [otpChannel, setOtpChannel] = useState<"email" | "sms">("email");
+  const [invited, setInvited] = useState(false);
+
+  // Arriving from a team invite for an already-registered email → prefill it.
+  useEffect(() => {
+    try { const e = sessionStorage.getItem("invite_email"); if (e) { setEmail(e); setInvited(true); } } catch { /* ignore */ }
+  }, []);
+
+  // After a successful sign-in, redeem a pending team invite (if any), then go to the dashboard.
+  async function acceptPendingInviteThenDashboard() {
+    try {
+      const t = sessionStorage.getItem("invite_token");
+      if (t) {
+        await sdk.command("crm.team.invitation.accept", { token: t });
+        sessionStorage.removeItem("invite_token");
+        sessionStorage.removeItem("invite_email");
+      }
+    } catch { /* invite expired/used — proceed to the dashboard anyway */ }
+    router.replace("/dashboard");
+  }

  // Minimal account stand-in for passwordless entry points (Shell mode).
  function blankAccount(): Account {
@@ -87,7 +106,7 @@ export function LoginFlow() {
          registered = !!st?.registered;
        } catch { registered = false; }
        window.history.replaceState({}, "", "/portal/login");
-        if (registered) { router.replace("/dashboard"); return; }
+        if (registered) { await acceptPendingInviteThenDashboard(); return; }
        // Capture the verified email now (session is fresh) so onboarding prefills it.
        try { const em = await getUserEmail(); if (em) sessionStorage.setItem("onboard_email", em); } catch { /* ignore */ }
        router.replace("/portal/onboarding");
@@ -154,7 +173,7 @@ export function LoginFlow() {
      {step === "identify" && (
        <>
          {flash && <div style={{ marginBottom: 16 }}><FlashNote tone="error">{flash}</FlashNote></div>}
-          <Identify email={email} setEmail={setEmail} onSocial={onSocial} onEmail={identifyEmail} onPhone={startPhoneLogin} toRegister={() => router.push("/portal/register")} />
+          <Identify email={email} setEmail={setEmail} onSocial={onSocial} onEmail={identifyEmail} onPhone={startPhoneLogin} toRegister={() => router.push("/portal/register")} invited={invited} />
        </>
      )}

@@ -201,11 +220,11 @@ export function LoginFlow() {
      )}

      {step === "password" && account && (
-        <Password account={account} email={email} login={login} onAuthenticated={() => router.replace("/dashboard")} flash={flash} onBack={back} onForgot={() => push("fp_confirm")} onOtp={() => { setOtpChannel("email"); replace("otp"); }} onLocked={() => setFlash("This account is temporarily locked.")} onOk={() => afterAuth("password")} />
+        <Password account={account} email={email} login={login} onAuthenticated={acceptPendingInviteThenDashboard} flash={flash} onBack={back} onForgot={() => push("fp_confirm")} onOtp={() => { setOtpChannel("email"); replace("otp"); }} onLocked={() => setFlash("This account is temporarily locked.")} onOk={() => afterAuth("password")} />
      )}

      {step === "otp" && account && (
-        <OtpVerify account={account} email={email} initialChannel={otpChannel} remember={remember} setRemember={setRemember} onBack={back} onVerified={() => afterAuth("otp")} onAuthenticated={() => router.replace("/dashboard")} />
+        <OtpVerify account={account} email={email} initialChannel={otpChannel} remember={remember} setRemember={setRemember} onBack={back} onVerified={() => afterAuth("otp")} onAuthenticated={acceptPendingInviteThenDashboard} />
      )}

      {step === "another" && account && (
@@ -269,17 +288,17 @@ export function LoginFlow() {

 /* ============================ screens ============================ */

-function Identify({ email, setEmail, onSocial, onEmail, onPhone, toRegister }: {
+function Identify({ email, setEmail, onSocial, onEmail, onPhone, toRegister, invited }: {
  email: string; setEmail: (v: string) => void;
-  onSocial: (p: "google") => void; onEmail: () => void; onPhone: () => void; toRegister: () => void;
+  onSocial: (p: "google") => void; onEmail: () => void; onPhone: () => void; toRegister: () => void; invited?: boolean;
 }) {
-  const [showEmail, setShowEmail] = useState(false);
+  const [showEmail, setShowEmail] = useState(!!invited);
  const valid = EMAIL_RE.test(email);
  return (
    <div>
-      <div className="kicker">Welcome back</div>
-      <h1>Sign in to LynkedUp</h1>
-      <p className="sub">Drone inspections, AI estimates and insurance-ready reports — all in one place.</p>
+      <div className="kicker">{invited ? "You're invited" : "Welcome back"}</div>
+      <h1>{invited ? "Sign in to join the team" : "Sign in to LynkedUp"}</h1>
+      <p className="sub">{invited ? "You already have an account — sign in to accept your invitation." : "Drone inspections, AI estimates and insurance-ready reports — all in one place."}</p>

      <div style={{ marginTop: 22 }}>
        <SocialButtons onPick={onSocial} />
@@ -435,7 +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) {
@@ -8,7 +8,7 @@ import {
  PasswordStrength, LegalModal,
 } from "./bits";
 import {
-  countryCodes, relationshipOptions, addressCountries,
+  countryCodes, addressCountries,
  TERMS, PRIVACY, passwordStrength, type AddrCountry,
 } from "./data";
 import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
@@ -48,15 +48,18 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
  const [cc, setCc] = useState("+1");
  const [phone, setPhone] = useState("");
  const [pw, setPw] = useState("");
-  const [relationship, setRelationship] = useState("Customer");
-  const [alloeNo, setAlloeNo] = useState("");
-  const [alloeFirst, setAlloeFirst] = useState("");
-  const [alloeLast, setAlloeLast] = useState("");
  const [termsOk, setTermsOk] = useState(false);
  const [privacyOk, setPrivacyOk] = useState(false);

  // verify step (email is trusted without an OTP — see verifyValid below)
  const [phoneVerified, setPhoneVerified] = useState(false);
+  // When arriving from a team invite, the email is fixed to the invited address.
+  const [invitedEmail, setInvitedEmail] = useState("");
+
+  useEffect(() => {
+    if (onboard) return;
+    try { const e = sessionStorage.getItem("invite_email"); if (e) { setEmail(e); setInvitedEmail(e); } } catch { /* ignore */ }
+  }, [onboard]);

  // Onboarding: prefill the verified email — from the session-storage hint the login
  // page stashed at OAuth time, then confirmed via the live Supabase session.
@@ -69,16 +72,13 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa

  const STEP_LABELS = onboard ? ["Profile", "Verify", "Address"] : STEPS;

-  const isSelf = relationship === "Customer" || relationship === "Owner";
-  const isEmployee = relationship === "Employee";
  const country = countryCodes.find((c) => c.code === cc)!;
  const phoneOk = phone.replace(/\D/g, "").length === country.digits;
  const pwOk = sso ? true : passwordStrength(pw).score >= 3;
-  const alloeIdOk = /^(?=.*[a-zA-Z])(?=.*\d).{4,}$/.test(alloeNo);

  const step0Valid =
    first.trim() && last.trim() && EMAIL_RE.test(sso?.email || email) && phoneOk && pwOk &&
-    termsOk && privacyOk && (isSelf || (alloeIdOk && (isEmployee || (alloeFirst.trim() && alloeLast.trim()))));
+    termsOk && privacyOk;

  // Email is already trusted in both flows (registration: Supabase auto-confirms on
  // signup; onboarding: Google-verified), so the Verify step only gates on the phone.
@@ -107,8 +107,6 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
      name: `${first} ${last}`.trim(),
      initials: `${first[0] ?? ""}${last[0] ?? ""}`.toUpperCase(),
      email: finalEmail,
-      isAllottee: isSelf,
-      allotteeNames: isSelf ? null : `${alloeFirst} ${alloeLast}`.trim(),
    };
    try { localStorage.setItem("lup_profile", JSON.stringify(profile)); } catch { /* ignore */ }

@@ -121,17 +119,15 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
      if (onboard && pw) {
        try { await setPassword(pw); } catch { /* non-fatal — the profile still saves */ }
      }
-      // 2) Persist the full CRM registration payload to be-crm (name, phone, persona,
-      //    allottee, both addresses, consent). Non-fatal: the auth account exists either way.
+      // 2) Persist the CRM registration payload to be-crm (name, phone, addresses,
+      //    consent). No role/persona — a new user has no permissions until invited.
+      //    Non-fatal: the auth account exists either way.
      try {
        const mailing = mailingSame ? regAddr : mailAddr;
        await sdk.command("crm.account.register", {
          email: finalEmail,
          firstName: first, lastName: last,
          phoneCc: cc, phoneNumber: phone.replace(/\D/g, ""),
-          persona: relationship,
-          isAllottee: isSelf,
-          ...(isSelf ? {} : { allotteeId: alloeNo, allotteeFirstName: alloeFirst, allotteeLastName: alloeLast }),
          registeredAddress: regAddr,
          mailingAddress: mailing,
          mailingSameAsRegistered: mailingSame,
@@ -141,6 +137,17 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
        if (onboard) { setSubmitErr("Couldn't save your profile. Please try again."); return; }
        // register mode: non-fatal — the auth account exists; the profile can be filled in later.
      }
+
+      // 3) If the user arrived from a team invitation link, redeem it now — this
+      //    creates their membership with the invited role(s). Non-fatal.
+      try {
+        const inviteToken = sessionStorage.getItem("invite_token");
+        if (inviteToken) {
+          await sdk.command("crm.team.invitation.accept", { token: inviteToken });
+          sessionStorage.removeItem("invite_token");
+          sessionStorage.removeItem("invite_email");
+        }
+      } catch { /* invitation expired/used — they can still be invited again */ }
    }
    // Consume the OAuth→onboarding handoff so a stale hint can't re-open onboarding.
    try { sessionStorage.removeItem("onboard_email"); } catch { /* ignore */ }
@@ -155,14 +162,11 @@ export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboa
        <>
          {submitErr && <div style={{ marginBottom: 14 }}><FlashNote tone="error">{submitErr}</FlashNote></div>}
          <StepAccount
-            onboard={onboard} creating={creating}
+            onboard={onboard} creating={creating} invited={!!invitedEmail}
            sso={sso} setSso={setSso} email={email} setEmail={setEmail}
            first={first} setFirst={setFirst} last={last} setLast={setLast}
            cc={cc} setCc={setCc} phone={phone} setPhone={setPhone} phoneOk={phoneOk} country={country}
            pw={pw} setPw={setPw}
-            relationship={relationship} setRelationship={setRelationship} isSelf={isSelf}
-            alloeNo={alloeNo} setAlloeNo={setAlloeNo} alloeIdOk={alloeIdOk}
-            alloeFirst={alloeFirst} setAlloeFirst={setAlloeFirst} alloeLast={alloeLast} setAlloeLast={setAlloeLast}
            termsOk={termsOk} setTermsOk={setTermsOk} privacyOk={privacyOk} setPrivacyOk={setPrivacyOk}
            valid={!!step0Valid}
            onContinue={leaveAccountStep} toLogin={() => router.push("/portal/login")}
@@ -195,11 +199,8 @@ function StepAccount(p: {
  first: string; setFirst: (v: string) => void; last: string; setLast: (v: string) => void;
  cc: string; setCc: (v: string) => void; phone: string; setPhone: (v: string) => void; phoneOk: boolean; country: typeof countryCodes[number];
  pw: string; setPw: (v: string) => void;
-  relationship: string; setRelationship: (v: string) => void; isSelf: boolean;
-  alloeNo: string; setAlloeNo: (v: string) => void; alloeIdOk: boolean;
-  alloeFirst: string; setAlloeFirst: (v: string) => void; alloeLast: string; setAlloeLast: (v: string) => void;
  termsOk: boolean; setTermsOk: (v: boolean) => void; privacyOk: boolean; setPrivacyOk: (v: boolean) => void;
-  valid: boolean; onContinue: () => void; toLogin: () => void; onboard?: boolean; creating?: boolean;
+  valid: boolean; onContinue: () => void; toLogin: () => void; onboard?: boolean; creating?: boolean; invited?: boolean;
 }) {
  // Onboarding (OAuth) starts on the profile step — email is already known + verified.
  const [phase, setPhase] = useState<"sso" | "profile">(p.onboard ? "profile" : "sso");
@@ -210,21 +211,22 @@ function StepAccount(p: {
    return (
      <div>
        <StepBack onClick={p.toLogin} />
-        <h1>Create your account</h1>
-        <p className="sub">Enter your email to get started.</p>
+        <h1>{p.invited ? "Accept your invitation" : "Create your account"}</h1>
+        <p className="sub">{p.invited ? "You've been invited to the team. Set up your account to join." : "Enter your email to get started."}</p>
        <div style={{ marginTop: 20 }}>
          <form onSubmit={(e) => { e.preventDefault(); if (valid) { p.setSso(null); setPhase("profile"); } }}>
            <div className="field">
              <label className="label">Email address</label>
              <div className="input-wrap">
                <span className="input-ico"><Icon name="mail" size={17} /></span>
-                <input className="input" type="email" value={p.email} onChange={(e) => p.setEmail(e.target.value)} placeholder="you@example.com" autoFocus />
+                <input className="input" type="email" value={p.email} onChange={(e) => p.setEmail(e.target.value)} placeholder="you@example.com" autoFocus={!p.invited} disabled={p.invited} readOnly={p.invited} />
              </div>
+              {p.invited && <span className="faint" style={{ fontSize: 12 }}>This is the address you were invited with.</span>}
            </div>
            <button className="btn btn-primary" style={{ marginTop: 12 }} disabled={!valid}>Continue <Icon name="arrowR" size={16} /></button>
          </form>
        </div>
-        <p className="foot-note">Already registered? <button className="link" onClick={p.toLogin}>Sign in</button></p>
+        {!p.invited && <p className="foot-note">Already registered? <button className="link" onClick={p.toLogin}>Sign in</button></p>}
      </div>
    );
  }
@@ -287,47 +289,6 @@ function StepAccount(p: {
        </div>
      )}

-      <div className="field" style={{ marginTop: 14 }}>
-        <label className="label">Your role</label>
-        <select className="input" value={p.relationship} onChange={(e) => p.setRelationship(e.target.value)}>
-          {relationshipOptions.map((r) => <option key={r}>{r}</option>)}
-        </select>
-      </div>
-
-      {p.isSelf ? (
-        <div style={{ marginTop: 12 }}><FlashNote tone="success">{p.relationship === "Owner" ? "Owner" : "Customer"} account — you own this property.</FlashNote></div>
-      ) : (() => {
-        const isEmployee = p.relationship === "Employee";
-        const cfg = ({
-          Employee:  { banner: "Registering as a LynkedUp Pro team member.", title: "Employee details", idLabel: "Employee ID", idPh: "EMP-12345" },
-          Contractor:{ banner: "Registering on behalf of the property owner.", title: "Contractor details", idLabel: "Contractor ID", idPh: "Alphanumeric ID" },
-          "Sub-Con": { banner: "Registering on behalf of the property owner.", title: "Sub-contractor details", idLabel: "Sub-contractor ID", idPh: "Alphanumeric ID" },
-          Vendor:    { banner: "Registering on behalf of the property owner.", title: "Vendor details", idLabel: "Vendor ID", idPh: "Alphanumeric ID" },
-        } as Record<string, { banner: string; title: string; idLabel: string; idPh: string }>)[p.relationship]
-          ?? { banner: "Registering on behalf of the property owner.", title: "Property Owner Details", idLabel: "Owner / Property ID", idPh: "Alphanumeric ID" };
-        return (
-          <div style={{ marginTop: 12 }}>
-            <FlashNote tone="info">{cfg.banner}</FlashNote>
-            <div className="dashed-block" style={{ marginTop: 12 }}>
-              <div className="row between" style={{ marginBottom: 12 }}>
-                <strong style={{ fontSize: 13.5 }}>{cfg.title}</strong>
-                {p.alloeNo && (p.alloeIdOk ? <Badge tone="green"><Icon name="check" size={12} /> Valid</Badge> : <Badge tone="gray">Checking…</Badge>)}
-              </div>
-              <div className="field">
-                <label className="label">{cfg.idLabel}</label>
-                <input className="input" value={p.alloeNo} onChange={(e) => p.setAlloeNo(e.target.value.toUpperCase())} placeholder={cfg.idPh} />
-              </div>
-              {!isEmployee && (
-                <div className="row gap-3" style={{ marginTop: 12 }}>
-                  <div className="field grow"><label className="label">Owner first name</label><input className="input" value={p.alloeFirst} onChange={(e) => p.setAlloeFirst(e.target.value)} /></div>
-                  <div className="field grow"><label className="label">Owner last name</label><input className="input" value={p.alloeLast} onChange={(e) => p.setAlloeLast(e.target.value)} /></div>
-                </div>
-              )}
-            </div>
-          </div>
-        );
-      })()}
-
      <div className="col gap-2" style={{ marginTop: 16 }}>
        <label className="check-row">
          <input type="checkbox" checked={p.termsOk} disabled={!reviewed.terms} onChange={(e) => p.setTermsOk(e.target.checked)} />
@@ -0,0 +1,66 @@
+"use client";
+
+import { useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+
+/**
+ * The signed-in user's effective CRM access, from crm.account.me. Drives navigation
+ * gating: a user with no membership/permissions sees only Dashboard + Profile; members
+ * see the areas their permissions allow.
+ *
+ * Every CRM permission id, granted to superadmins / owners. Used as the mock default
+ * when the Shell isn't configured (local demo shows everything).
+ */
+export const ALL_CRM_PERMISSIONS = [
+  "leads.manage", "pipeline.manage", "estimates.create", "dispatch.manage",
+  "reports.view", "billing.view", "team.manage", "roles.manage", "settings.manage",
+] as const;
+
+export interface MyAccess {
+  registered: boolean;
+  isMember: boolean;
+  roleSlugs: string[];
+  permissions: string[];
+  isSuperadmin: boolean;
+  /** True while the access query is still resolving (nav stays minimal until then). */
+  loading: boolean;
+  can: (permission: string) => boolean;
+}
+
+interface MeDTO {
+  registered: boolean;
+  isMember: boolean;
+  roleSlugs: string[];
+  permissions: string[];
+  isSuperadmin: boolean;
+}
+
+function useLiveAccess(): MyAccess {
+  const { data, loading } = useQuery<MeDTO>("crm.account.me");
+  const permissions = data?.permissions ?? [];
+  return {
+    registered: data?.registered ?? false,
+    isMember: data?.isMember ?? false,
+    roleSlugs: data?.roleSlugs ?? [],
+    permissions,
+    isSuperadmin: data?.isSuperadmin ?? false,
+    loading,
+    can: (p: string) => permissions.includes(p),
+  };
+}
+
+function useMockAccess(): MyAccess {
+  // No Shell (local demo): show everything so the mock UI is fully browsable.
+  const permissions = [...ALL_CRM_PERMISSIONS];
+  return {
+    registered: true,
+    isMember: true,
+    roleSlugs: ["superadmin"],
+    permissions,
+    isSuperadmin: true,
+    loading: false,
+    can: () => true,
+  };
+}
+
+export const useMyAccess: () => MyAccess = isShellConfigured() ? useLiveAccess : useMockAccess;
@@ -0,0 +1,57 @@
+"use client";
+
+// Inbox data layer. The inbox is a personalized work/awareness feed IIOS projects from events
+// (NEEDS_REPLY, MENTION, …). The CRM lists it and transitions item state; items are never created
+// here. Mock when the Shell isn't configured; live via the be-crm data door (crm.inbox.*) otherwise.
+//
+// Live contract (be-crm):
+//   query crm.inbox.list       { state? }              -> InboxItem[]
+//   cmd   crm.inbox.transition { id, state, reason? }  -> InboxItem
+
+import { useCallback, useMemo, useState } from "react";
+import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+
+export type InboxState = "OPEN" | "SNOOZED" | "DONE" | "ARCHIVED" | "CANCELLED" | "STALE";
+export interface UiInboxItem {
+  id: string; kind: string; state: InboxState; title: string; summary?: string;
+  priority: string; threadId?: string; createdAt: string;
+}
+
+const SHELL = isShellConfigured();
+
+export interface InboxData {
+  live: boolean; loading: boolean; error: string | null;
+  items: UiInboxItem[];
+  transition: (id: string, state: InboxState) => Promise<void>;
+  refetch: () => void;
+}
+
+export function useInboxData(state?: InboxState): InboxData {
+  return SHELL ? useLiveInbox(state) : useMockInbox(state);
+}
+
+function useLiveInbox(state?: InboxState): InboxData {
+  const { sdk } = useAppShell();
+  const q = useQuery<UiInboxItem[]>("crm.inbox.list", state ? { state } : {});
+  const transition = useCallback(async (id: string, next: InboxState) => {
+    await sdk.command("crm.inbox.transition", { id, state: next });
+    q.refetch();
+  }, [sdk, q]);
+  return { live: true, loading: q.loading, error: q.error?.message ?? null, items: q.data ?? [], transition, refetch: q.refetch };
+}
+
+const MOCK_ITEMS: UiInboxItem[] = [
+  { id: "in_1", kind: "MENTION", state: "OPEN", title: "Sofia mentioned you", summary: "@you — can you confirm the Henderson scope?", priority: "HIGH", threadId: "th_mock_1", createdAt: new Date().toISOString() },
+  { id: "in_2", kind: "NEEDS_REPLY", state: "OPEN", title: "Reply needed — Storm response", summary: "Dan: Crew is rolling out at 7.", priority: "MEDIUM", threadId: "th_mock_2", createdAt: new Date().toISOString() },
+  { id: "in_3", kind: "SUPPORT_UPDATE", state: "OPEN", title: "Ticket TK-204 updated", summary: "Customer replied on the roof-leak case.", priority: "LOW", createdAt: new Date().toISOString() },
+];
+
+function useMockInbox(state?: InboxState): InboxData {
+  const [items, setItems] = useState<UiInboxItem[]>(MOCK_ITEMS);
+  const filtered = useMemo(() => (state ? items.filter((i) => i.state === state) : items), [items, state]);
+  const transition = useCallback(async (id: string, next: InboxState) => {
+    setItems((l) => l.map((i) => (i.id === id ? { ...i, state: next } : i)));
+  }, []);
+  return { live: false, loading: false, error: null, items: filtered, transition, refetch: () => {} };
+}
@@ -0,0 +1,238 @@
+"use client";
+
+// Messenger data layer. Serves EITHER a local mock (when the Shell isn't configured — the demo
+// keeps working) OR the live be-crm data door (crm.messenger.*), behind one interface so the UI is
+// mode-agnostic. DM-vs-group + who-can-chat are enforced server-side by IIOS/OPA; this is just glue.
+//
+// Live contract (be-crm):
+//   query crm.messenger.directory        { kind, query?, limit } -> DirectoryEntry[]
+//   query crm.messenger.conversation.list {}                     -> ConversationSummary[]
+//   cmd   crm.messenger.conversation.open { participantIds[], membership?, subject? } -> { threadId, ... }
+//   query crm.messenger.history          { threadId }            -> MessengerMessage[]
+//   cmd   crm.messenger.send             { threadId, content }   -> MessengerMessage
+//   cmd   crm.messenger.participant.add  { threadId, userId }
+//
+// v1 uses REST + polling for the live stream; v2 swaps in the IIOS MessageSocket (see messenger-socket.ts).
+
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+import { useMessengerSocket } from "./messenger-socket";
+
+export type Membership = "dm" | "group";
+export interface UiPerson { id: string; name: string; kind: "staff" | "customer" }
+export interface UiConversation {
+  threadId: string; title: string; subject: string | null; membership: Membership | null;
+  participants: string[]; unread: number; lastMessage?: string; lastAt?: string;
+}
+export interface UiMessage { id: string; actorId: string | null; text: string; at: string; mine: boolean }
+
+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 SHELL = isShellConfigured();
+const POLL_MS = 4000;
+
+const shortId = (id: string) => id.replace(/^(pp_|cust_)/, "").slice(0, 6);
+
+/* ======================================================================== */
+/* Public hooks                                                             */
+/* ======================================================================== */
+
+export interface MessengerData {
+  live: boolean; loading: boolean; error: string | null;
+  directory: UiPerson[];
+  conversations: UiConversation[];
+  nameOf: (id: string) => string;
+  openConversation: (participantIds: string[], opts?: { membership?: Membership; subject?: string }) => Promise<string>;
+  refetch: () => void;
+}
+
+export interface ThreadData {
+  loading: boolean; error: string | null;
+  messages: UiMessage[];
+  send: (content: string) => Promise<void>;
+  refetch: () => void;
+}
+
+export function useMessengerData(): MessengerData {
+  return SHELL ? useLiveMessenger() : useMockMessenger();
+}
+export function useThread(threadId: string): ThreadData {
+  return SHELL ? useLiveThread(threadId) : useMockThread(threadId);
+}
+
+/* ======================================================================== */
+/* Live implementation (be-crm data door)                                   */
+/* ======================================================================== */
+
+function useLiveMessenger(): MessengerData {
+  const { sdk } = useAppShell();
+  const dirQ = useQuery<DirectoryDTO[]>("crm.messenger.directory", { kind: "all", limit: 100 });
+  const convQ = useQuery<ConversationDTO[]>("crm.messenger.conversation.list", {});
+
+  const directory: UiPerson[] = useMemo(
+    () => (dirQ.data ?? []).map((d) => ({ id: d.id, name: d.displayName, kind: d.kind })),
+    [dirQ.data],
+  );
+  const nameById = useMemo(() => Object.fromEntries(directory.map((p) => [p.id, p.name])), [directory]);
+  const nameOf = useCallback((id: string) => nameById[id] ?? `User ${shortId(id)}`, [nameById]);
+
+  const conversations: UiConversation[] = useMemo(
+    () => (convQ.data ?? []).map((c) => shape(c, nameOf)),
+    [convQ.data, nameOf],
+  );
+
+  const refetch = useCallback(() => { dirQ.refetch(); convQ.refetch(); }, [dirQ, convQ]);
+  const openConversation = useCallback(async (participantIds: string[], opts?: { membership?: Membership; subject?: string }) => {
+    const res = (await sdk.command("crm.messenger.conversation.open", {
+      participantIds, ...(opts?.membership ? { membership: opts.membership } : {}), ...(opts?.subject ? { subject: opts.subject } : {}),
+    })) as { threadId: string };
+    convQ.refetch();
+    return res.threadId;
+  }, [sdk, convQ]);
+
+  return {
+    live: true,
+    loading: dirQ.loading || convQ.loading,
+    error: (dirQ.error ?? convQ.error)?.message ?? null,
+    directory, conversations, nameOf, openConversation, refetch,
+  };
+}
+
+function useLiveThread(threadId: string): ThreadData {
+  const { sdk } = useAppShell();
+  const socket = useMessengerSocket();
+  const socketReady = socket?.ready ?? false;
+  const q = useQuery<MessageDTO[]>("crm.messenger.history", { threadId });
+  const [socketMsgs, setSocketMsgs] = useState<UiMessage[]>([]);
+  const [myActorId, setMyActorId] = useState<string | null>(null);
+
+  // REST poll — the fallback whenever the live socket isn't connected.
+  const refetchRef = useRef(q.refetch);
+  refetchRef.current = q.refetch;
+  useEffect(() => {
+    if (socketReady) return;
+    const t = setInterval(() => refetchRef.current(), POLL_MS);
+    return () => clearInterval(t);
+  }, [socketReady, threadId]);
+
+  // Socket (primary): load history + subscribe to live messages once connected.
+  useEffect(() => {
+    if (!socket || !socketReady) return;
+    let alive = true;
+    setSocketMsgs([]);
+    void socket.openThread(threadId).then((hist) => { if (alive) setSocketMsgs(hist); }).catch(() => {});
+    const unsub = socket.subscribe(threadId, (m) => setSocketMsgs((l) => (l.some((x) => x.id === m.id) ? l : [...l, m])));
+    return () => { alive = false; unsub(); };
+  }, [socket, socketReady, threadId]);
+
+  const restMsgs: UiMessage[] = useMemo(
+    () => (q.data ?? []).map((m) => ({
+      id: m.interactionId, actorId: m.actorId, text: m.text ?? "", at: m.occurredAt,
+      mine: !!myActorId && m.actorId === myActorId,
+    })),
+    [q.data, myActorId],
+  );
+
+  const messages = socketReady ? socketMsgs : restMsgs;
+
+  const send = useCallback(async (content: string) => {
+    if (socket && socketReady) {
+      await socket.send(threadId, content); // echoes back over the socket as a 'message' event
+    } else {
+      const m = (await sdk.command("crm.messenger.send", { threadId, content })) as MessageDTO;
+      if (m.actorId) setMyActorId(m.actorId);
+      q.refetch();
+    }
+  }, [socket, socketReady, threadId, sdk, q]);
+
+  return { loading: q.loading && !socketReady, error: q.error?.message ?? null, messages, send, refetch: q.refetch };
+}
+
+function shape(c: ConversationDTO, nameOf: (id: string) => string): UiConversation {
+  const title = c.subject?.trim()
+    || (c.membership === "group"
+      ? "Group"
+      : c.participants.map(nameOf).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 } : {}) };
+}
+
+/* ======================================================================== */
+/* Mock implementation (no Shell configured — the demo keeps working)       */
+/* ======================================================================== */
+
+const MOCK_PEOPLE: UiPerson[] = [
+  { id: "pp_sofia", name: "Sofia Ramirez", kind: "staff" },
+  { id: "pp_dan", name: "Dan Whitaker", kind: "staff" },
+  { id: "pp_priya", name: "Priya Nair", kind: "staff" },
+  { id: "cust_acme", name: "Acme Roofing (Client)", kind: "customer" },
+  { id: "cust_globex", name: "Globex Homes (Client)", kind: "customer" },
+];
+
+interface MockThread { threadId: string; membership: Membership; subject: string | null; participants: string[]; messages: UiMessage[] }
+const now = () => new Date().toISOString();
+let MOCK_SEQ = 100;
+
+// A tiny module-level store both mock hooks share, with a subscribe-on-change so the
+// conversation list and the open thread stay in sync (no globalThis, no render writes).
+const MOCK_STORE = new Map<string, MockThread>([
+  ["th_mock_1", { threadId: "th_mock_1", membership: "dm", subject: null, participants: ["me", "pp_sofia"],
+    messages: [{ id: "m1", actorId: "pp_sofia", text: "Can you review the Henderson estimate?", at: now(), mine: false }] }],
+  ["th_mock_2", { threadId: "th_mock_2", membership: "group", subject: "Storm response — East side", participants: ["me", "pp_dan", "pp_priya"],
+    messages: [{ id: "m2", actorId: "pp_dan", text: "Crew is rolling out at 7.", at: now(), mine: false }] }],
+]);
+const mockListeners = new Set<() => void>();
+const notifyMock = () => mockListeners.forEach((l) => l());
+function useMockSubscription(): void {
+  const [, setV] = useState(0);
+  useEffect(() => {
+    const l = () => setV((n) => n + 1);
+    mockListeners.add(l);
+    return () => { mockListeners.delete(l); };
+  }, []);
+}
+
+function useMockMessenger(): MessengerData {
+  useMockSubscription();
+  const nameById = useMemo(() => Object.fromEntries(MOCK_PEOPLE.map((p) => [p.id, p.name])), []);
+  const nameOf = useCallback((id: string) => nameById[id] ?? `User ${shortId(id)}`, [nameById]);
+
+  const conversations: UiConversation[] = [...MOCK_STORE.values()].map((t) => {
+    const last = t.messages[t.messages.length - 1];
+    return {
+      threadId: t.threadId,
+      title: t.subject || t.participants.filter((p) => p !== "me").map(nameOf).join(", ") || "Conversation",
+      subject: t.subject, membership: t.membership, participants: t.participants, unread: 0,
+      ...(last ? { lastMessage: last.text, lastAt: last.at } : {}),
+    };
+  });
+
+  const openConversation = useCallback(async (participantIds: string[], opts?: { membership?: Membership; subject?: string }) => {
+    const membership = opts?.membership ?? (participantIds.length === 1 ? "dm" : "group");
+    const threadId = `th_mock_${MOCK_SEQ++}`;
+    MOCK_STORE.set(threadId, { threadId, membership, subject: opts?.subject ?? null, participants: ["me", ...participantIds], messages: [] });
+    notifyMock();
+    return threadId;
+  }, []);
+
+  return { live: false, loading: false, error: null, directory: MOCK_PEOPLE, conversations, nameOf, openConversation, refetch: () => {} };
+}
+
+function useMockThread(threadId: string): ThreadData {
+  useMockSubscription();
+  const thread = MOCK_STORE.get(threadId);
+  const send = useCallback(async (content: string) => {
+    const t = MOCK_STORE.get(threadId);
+    if (t) {
+      t.messages = [...t.messages, { id: `m_${MOCK_SEQ++}`, actorId: "me", text: content, at: now(), mine: true }];
+      notifyMock();
+    }
+  }, [threadId]);
+  return { loading: false, error: null, messages: thread?.messages ?? [], send, refetch: notifyMock };
+}
@@ -0,0 +1,86 @@
+"use client";
+
+// v2 live stream: one IIOS MessageSocket for the whole Messenger panel, using the SDK
+// (@insignia/iios-kernel-client) — not raw socket.io. The delegated realtime token comes from
+// the be-crm data door (crm.messenger.realtime). Threads subscribe through a context; the socket
+// re-opens every joined thread on reconnect (handled inside the SDK). In mock mode this is a no-op
+// passthrough and the thread hook falls back to the REST poll.
+
+import { createContext, useCallback, useContext, useEffect, useRef, useState, type ReactNode } from "react";
+import { MessageSocket, type Message } from "@insignia/iios-kernel-client";
+import { useAuth, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+import type { UiMessage } from "./messenger-api";
+
+interface RealtimeDTO { url: string; audience: string; token?: string }
+
+export interface MessengerSocket {
+  ready: boolean;
+  openThread: (threadId: string) => Promise<UiMessage[]>;
+  send: (threadId: string, content: string) => Promise<void>;
+  subscribe: (threadId: string, cb: (m: UiMessage) => void) => () => void;
+}
+
+const Ctx = createContext<MessengerSocket | null>(null);
+export function useMessengerSocket(): MessengerSocket | null { return useContext(Ctx); }
+
+const SHELL = isShellConfigured();
+
+const toUi = (m: Message, myUserId?: string): UiMessage => ({
+  id: m.id, actorId: m.senderActorId ?? null, text: m.content ?? "", at: m.createdAt,
+  mine: !!myUserId && m.senderId === myUserId,
+});
+
+export function MessengerSocketProvider({ children }: { children: ReactNode }) {
+  // SHELL is a build-time constant, so the branch is stable across renders (Rules-of-Hooks safe).
+  if (!SHELL) return <>{children}</>;
+  return <LiveSocketProvider>{children}</LiveSocketProvider>;
+}
+
+function LiveSocketProvider({ children }: { children: ReactNode }) {
+  const { user } = useAuth();
+  const rt = useQuery<RealtimeDTO>("crm.messenger.realtime", {});
+  const [ready, setReady] = useState(false);
+  const socketRef = useRef<MessageSocket | null>(null);
+  const listeners = useRef<Map<string, Set<(m: UiMessage) => void>>>(new Map());
+  const myRef = useRef<string | undefined>(user?.id);
+  myRef.current = user?.id;
+
+  const url = rt.data?.url;
+  const token = rt.data?.token;
+
+  useEffect(() => {
+    if (!url || !token) return;
+    const socket = new MessageSocket({ serviceUrl: url, token, autoConnect: false });
+    socketRef.current = socket;
+    const offConnected = socket.onConnected(() => setReady(true));
+    const offMessage = socket.on("message", (m) => {
+      const cbs = listeners.current.get(m.threadId);
+      if (cbs && cbs.size) { const ui = toUi(m, myRef.current); cbs.forEach((cb) => cb(ui)); }
+    });
+    socket.connect();
+    return () => { offConnected(); offMessage(); socket.disconnect(); socketRef.current = null; setReady(false); };
+  }, [url, token]);
+
+  const openThread = useCallback(async (threadId: string): Promise<UiMessage[]> => {
+    const s = socketRef.current;
+    if (!s) return [];
+    const res = await s.openThread(threadId);
+    return res.history.map((m) => toUi(m, myRef.current));
+  }, []);
+
+  const send = useCallback(async (threadId: string, content: string) => {
+    const s = socketRef.current;
+    if (!s) throw new Error("Not connected");
+    await s.sendMessage(threadId, content);
+  }, []);
+
+  const subscribe = useCallback((threadId: string, cb: (m: UiMessage) => void) => {
+    const map = listeners.current;
+    if (!map.has(threadId)) map.set(threadId, new Set());
+    map.get(threadId)!.add(cb);
+    return () => { map.get(threadId)?.delete(cb); };
+  }, []);
+
+  return <Ctx.Provider value={{ ready, openThread, send, subscribe }}>{children}</Ctx.Provider>;
+}
@@ -38,6 +38,8 @@ export interface UiMember {
 }
 export interface UiInvite {
  id: string; email: string; roleIds: string[]; invitedBy: string; sentAt: string;
+  /** Accept token for the invite link (pending invites only; no email delivery yet). */
+  token?: string;
 }

 export interface TeamData {
@@ -46,7 +48,9 @@ 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. be-crm emails the invitee automatically. */
  invite: (email: string, roleIds: string[]) => Promise<void>;
+  /** Resend an invite (regenerates the token + re-emails it). */
  resendInvite: (id: string) => Promise<void>;
  revokeInvite: (id: string) => Promise<void>;
  setPermission: (roleId: string, permId: string, granted: boolean) => Promise<void>;
@@ -68,9 +72,9 @@ 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 }
+interface InvitationDTO { id: string; email: string; roles: RoleRef[]; invitedBy: string; createdAt: string; token?: string }

 const relTime = (iso: string): string => {
  const then = Date.parse(iso);
@@ -153,12 +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
-      ? user.displayName
-      : (m.jobTitle?.trim() || `Member ${m.principalId.replace(/^pp_/, "").slice(0, 6)}`);
+    // Prefer the member's real name/email from their CRM registration; fall back to the
+    // ACE (for the current user), then job title, then a short principal id.
+    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" : "—",
@@ -169,7 +177,7 @@ function useLiveTeam(): TeamData {

  const invites: UiInvite[] = useMemo(() => (invitesQ.data?.items ?? []).map((i) => ({
    id: i.id, email: i.email, roleIds: i.roles.map((r) => r.id),
-    invitedBy: i.invitedBy, sentAt: relTime(i.createdAt),
+    invitedBy: i.invitedBy, sentAt: relTime(i.createdAt), token: i.token,
  })), [invitesQ.data]);

  return {
Author	SHA1	Message	Date
maaz519	49b04e9710	feat: Messenger + Inbox on the AppShell data door + live IIOS socket New "Communication" area in the dashboard, built on the existing appshell-sdk wiring (useQuery/sdk.command) like Team, with the IIOS MessageSocket for live streaming. - messenger-api.ts / inbox-api.ts: mock (demo) + live (crm.messenger.* / crm.inbox.*) behind one interface, switched by isShellConfigured(). - messenger-socket.tsx: MessengerSocketProvider — one IIOS MessageSocket per panel (openThread history + live on("message") + send). REST 4s poll is the automatic fallback when the socket isn't connected. - messenger.tsx: conversation list ⇄ thread + composer + new-chat people picker (DM 1 person / group 2+); inbox.tsx: filterable feed with Done/Snooze/Archive. - sidebar: Communication group (Messenger + Inbox, always-visible); dashboard: panel switch. - .npmrc: add the @insignia Gitea registry for @insignia/iios-kernel-client. Works on mock immediately; goes live once NEXT_PUBLIC_SUPABASE_URL + the BFF + be-crm are set. tsc clean; next build passes. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-15 17:45:47 +05:30
tanweer919	e7c042fb1a	Merge pull request 'refactor(email): move invite email to be-crm (AppShell)' (#27 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-14 10:09:03 +00:00
tanweer919	9eb234935d	refactor(email): remove frontend invite email; be-crm sends it now Per AppShell, email delivery lives in the domain API. Delete the frontend /api/email/invite route + invite-email template, and the team-management email wiring. be-crm now emails invitees on create/resend. Copy link stays as a fallback (invite token still returned in the pending-invite list).	2026-07-14 15:38:53 +05:30
tanweer919	fa538355ae	Merge pull request 'fix(login): readable email-OTP send error' (#26 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 15:14:24 +00:00
tanweer919	1a2043eaae	fix(login): readable email-OTP send error instead of raw '{}' gotrue can throw an error whose message is an unhelpful JSON blob (e.g. 500 'Error sending magic link email' when Supabase SMTP isn't configured). Show a readable, actionable message instead of rendering the raw payload.	2026-07-13 20:44:05 +05:30
tanweer919	70831e189d	Merge pull request 'fix(team): real member names + emails' (#25 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 15:03:08 +00:00
tanweer919	eeded95940	fix(team): show member real name + email (no more principal UUIDs) Use displayName + email now returned by be-crm member search (from CRM registration). Falls back to the ACE for the current user, then job title — never the raw principal id as the email.	2026-07-13 20:33:01 +05:30
tanweer919	0643b8c9b2	Merge pull request 'fix(invite): route register vs sign-in + prefill email (public lookup)' (#24 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 14:55:33 +00:00
tanweer919	be4bd5f41d	fix(invite): look up the invitation and route correctly (register vs sign in) The invite link is token-only, so the landing page couldn't tell the invited email or whether an account existed — it dumped everyone on an empty register screen. Now it calls a public lookup (/api/invite/lookup → be-crm) and: - first-time invitee → register with the email prefilled + locked; - email already registered → sign in with the email prefilled; - signed-in + registered → accept immediately; signed-in + no profile → onboarding. Login now redeems the pending invite after sign-in (password/OTP/OAuth), so an existing user's invite is accepted on login (not only when already logged in).	2026-07-13 20:25:25 +05:30
tanweer919	75417cb4f1	Merge pull request 'feat(email): invitation emails via Twilio (Vercel route)' (#23 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 14:18:31 +00:00
tanweer919	cc71516278	feat(email): send team invitations from a Vercel serverless route (Twilio) - POST /api/email/invite: sends the invite email via the Twilio Emails API using server-only TWILIO_ACCOUNT_SID/TWILIO_AUTH_TOKEN (Vercel env), from EMAIL_FROM_ADDRESS (default support@lynkedup.dev). Fixed invite template; gated on a session cookie so it isn't an open relay. - Team Management emails the invite on create and resend (token now returned by both), with the Copy-link as a fallback. Mock mode skips email.	2026-07-13 19:48:19 +05:30
tanweer919	6606a55207	Merge pull request 'feat(rbac): invitation-based membership + nav gating; no role at registration' (#22 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 10:56:17 +00:00
tanweer919	103f3ae3a1	feat(rbac): no role at registration; invitation-based membership; nav gating - Registration no longer asks for a role/persona (removed the role select + allottee block); crm.account.register sends no persona. - New users have no permissions → the sidebar now shows only Dashboard + Profile for them, gated on crm.account.me (membership + permissions). Members see the areas their permissions allow. - Add /portal/invite?token=… : accepts the invite for a signed-in registered user, or routes an unregistered invitee through register/onboarding, which redeems the stashed token on completion (granting the invited role). - Team Management: 'Copy link' on pending invites builds the invite link from the invitation token (no email delivery yet).	2026-07-13 16:25:53 +05:30
tanweer919	661e291fae	Merge pull request 'fix(legal): opt-in page spacing' (#21 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 09:30:18 +00:00
tanweer919	68bf137d11	fix(legal): explicit spacing after inline elements on SMS opt-in page	2026-07-13 14:59:59 +05:30
tanweer919	2fa7ffc327	Merge pull request 'fix(legal): spacing on opt-in/terms' (#20 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 09:25:40 +00:00
tanweer919	5f67c8fa85	fix(legal): correct spacing around company name on opt-in and terms pages	2026-07-13 14:55:33 +05:30
tanweer919	4a53cb6353	Merge pull request 'feat(legal): SMS opt-in + Privacy + Terms for Twilio A2P 10DLC' (#19 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-13 09:21:07 +00:00
tanweer919	5511ef4110	feat(legal): SMS opt-in form + Privacy Policy + Terms for Twilio A2P 10DLC Public, unauthenticated pages required for A2P 10DLC campaign verification: - /sms-opt-in: web opt-in form (phone field, un-pre-checked consent checkbox, message description, frequency, msg&data-rates + HELP/STOP disclaimers, links to Terms & Privacy, 'Yes, sign me up!' submit). - /privacy: Privacy Policy with the mandatory SMS clauses (no third-party/affiliate sharing of mobile numbers or SMS consent, message frequency, rates disclosure). - /terms: Terms of Service with an SMS program-terms section. Business details centralized in legal-config.ts (replace SMS_SENDER with the live Twilio number once approved).	2026-07-13 14:50:49 +05:30