fix(dashboard): portal modals to .dash-root so they anchor to the viewport

A transformed/overflow panel ancestor was trapping the modal overlay's
position:fixed, so the modal rendered offset inside the messenger/inbox panel
and clipped (Group settings sat inside the thread pane; the compose modal's
top was cut at the panel edge). Portal the overlay up to .dash-root — above
those panels but still inside the scoped design-system CSS — so it centers on
the viewport and the 90vh cap works. Falls back to inline render if no
.dash-root is present.

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

.npmrc

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

package-lock.json

@@ -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",

package.json

@@ -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",

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

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

src/app/dashboard/dashboard.css

@@ -437,7 +437,7 @@
   .dash-root .ds-modal-ic { width: 38px; height: 38px; border-radius: 11px; flex: 0 0 auto; display: grid; place-items: center; color: var(--orange); background: color-mix(in srgb, var(--orange) 14%, transparent); }
   .dash-root .ds-modal-head h3 { font-size: 16px; font-weight: 700; }
   .dash-root .ds-modal-head p { font-size: 12.5px; color: var(--muted); margin-top: 3px; }
-  .dash-root .ds-modal-body { padding: 18px 20px; overflow-y: auto; }
+  .dash-root .ds-modal-body { padding: 18px 20px; overflow-y: auto; flex: 1 1 auto; min-height: 0; }
   .dash-root .ds-modal-foot { display: flex; justify-content: flex-end; gap: 10px; padding: 14px 20px; border-top: 1px solid var(--border); }
   
   /* ---- Toasts ---- */

src/components/dashboard/dashboard.tsx

@@ -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>

src/components/dashboard/inbox.tsx

@@ -0,0 +1,148 @@
+"use client";
+
+// ============================================================
+// Inbox — the ONE unified communication surface. It lists everything
+// IIOS surfaces for you (mentions, needs-reply, system alerts, support
+// updates, …) AND the mail behind them: click an item tied to a thread
+// and its conversation opens on the right to read + reply. Compose new
+// mail from here too. Items come from crm.inbox.*; threads from crm.mail.*.
+// ============================================================
+
+import { useEffect, useState } from "react";
+import { Btn, Icon, PageHead, Pill, useToast } from "./ui";
+import { useInboxData, type InboxState, type UiInboxItem } from "@/lib/inbox-api";
+import { MailReader, NewMailModal } from "./mail";
+
+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);
+  const toast = useToast();
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [newOpen, setNewOpen] = useState(false);
+
+  useEffect(() => {
+    if ((!selectedId || !inbox.items.some((i) => i.id === selectedId)) && inbox.items[0]) setSelectedId(inbox.items[0].id);
+  }, [inbox.items, selectedId]);
+
+  const selected = inbox.items.find((i) => i.id === selectedId) ?? null;
+
+  return (
+    <div className="view">
+      <PageHead
+        eyebrow="Communication" title="Inbox" subtitle="Mentions, messages, system alerts and mail — all in one place" icon="bell"
+        actions={<Btn icon="plus" onClick={() => setNewOpen(true)}>New mail</Btn>}
+      />
+      {!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={{ display: "flex", height: 620, padding: 0, overflow: "hidden" }}>
+        {/* Left — the unified item list */}
+        <aside style={{ width: 360, borderRight: "1px solid var(--border)", overflowY: "auto", background: "var(--panel)" }}>
+          {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) => (
+            <ItemRow key={it.id} it={it} active={it.id === selectedId} onClick={() => setSelectedId(it.id)} />
+          ))}
+        </aside>
+
+        {/* Right — read the mail behind the item, or the item detail */}
+        <section style={{ flex: 1, display: "flex", flexDirection: "column", minWidth: 0, background: "var(--bg)" }}>
+          {selected ? (
+            <Detail
+              it={selected}
+              onError={(m) => toast.push({ tone: "error", title: "Failed", desc: m })}
+              onDone={() => inbox.transition(selected.id, "DONE")}
+              onSnooze={() => inbox.transition(selected.id, "SNOOZED")}
+              onArchive={() => inbox.transition(selected.id, "ARCHIVED")}
+            />
+          ) : (
+            <div style={{ margin: "auto", color: "var(--muted)", textAlign: "center" }}>
+              <Icon name="bell" size={38} /><p>Select an item to read</p>
+            </div>
+          )}
+        </section>
+      </div>
+
+      <NewMailModal
+        open={newOpen} onClose={() => setNewOpen(false)}
+        onSent={() => { setNewOpen(false); inbox.refetch(); toast.push({ tone: "success", title: "Sent" }); }}
+        onError={(m) => toast.push({ tone: "error", title: "Couldn't send", desc: m })}
+      />
+    </div>
+  );
+}
+
+function ItemRow({ it, active, onClick }: { it: UiInboxItem; active: boolean; onClick: () => void }) {
+  const isMention = it.kind === "MENTION";
+  return (
+    <button
+      onClick={onClick}
+      style={{
+        display: "flex", gap: 10, alignItems: "flex-start", width: "100%", textAlign: "left",
+        padding: "13px 16px", border: "none", borderBottom: "1px solid var(--border)", cursor: "pointer",
+        background: active ? "var(--panel-2)" : "transparent", color: "var(--text)",
+      }}
+    >
+      <span style={{ marginTop: 2, color: isMention ? "var(--orange)" : "var(--text-2)", flexShrink: 0 }}>
+        <Icon name={it.threadId ? "chat" : isMention ? "chat" : "bell"} size={18} />
+      </span>
+      <div style={{ flex: 1, minWidth: 0 }}>
+        <div style={{ display: "flex", gap: 6, alignItems: "center", flexWrap: "wrap" }}>
+          <Pill tone={isMention ? "warn" : "muted"}>{KIND_LABEL[it.kind] ?? it.kind}</Pill>
+          <span style={{ fontWeight: 600, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis" }}>{it.title}</span>
+        </div>
+        {it.summary && <div style={{ color: "var(--muted)", fontSize: 12.5, marginTop: 3, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis" }}>{it.summary}</div>}
+      </div>
+      {it.state !== "OPEN" && <Pill tone="muted">{it.state.toLowerCase()}</Pill>}
+    </button>
+  );
+}
+
+function Detail({ it, onError, onDone, onSnooze, onArchive }: {
+  it: UiInboxItem; onError: (m: string) => void; onDone: () => void; onSnooze: () => void; onArchive: () => void;
+}) {
+  return (
+    <>
+      {/* Item actions bar (works for every item, threaded or not) */}
+      {it.state === "OPEN" && (
+        <div style={{ display: "flex", gap: 6, padding: "10px 16px", borderBottom: "1px solid var(--border)", justifyContent: "flex-end" }}>
+          <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>
+      )}
+
+      {it.threadId ? (
+        // A message/mail item → open the conversation to read + reply.
+        <div style={{ flex: 1, minHeight: 0 }}>
+          <MailReader threadId={it.threadId} subject={it.title} onError={onError} />
+        </div>
+      ) : (
+        // A non-threaded item (e.g. a system alert) → show its detail.
+        <div style={{ flex: 1, overflowY: "auto", padding: 22 }}>
+          <div style={{ fontWeight: 700, fontSize: 16, marginBottom: 6 }}>{it.title}</div>
+          {it.summary && <div style={{ color: "var(--muted)", fontSize: 14, lineHeight: 1.55 }}>{it.summary}</div>}
+        </div>
+      )}
+    </>
+  );
+}

src/components/dashboard/mail.tsx

@@ -0,0 +1,228 @@
+"use client";
+
+// ============================================================
+// Mail components used INSIDE the Inbox (not a separate tab).
+// The Inbox is the one unified surface — mentions, system messages
+// and mail all live there. These render the mail body + reply, and
+// compose a new message. HTML bodies render in a sandboxed iframe.
+// ============================================================
+
+import { type CSSProperties, useEffect, useRef, useState } from "react";
+import { Avatar, Btn, Field, Icon, Modal, Pill } from "./ui";
+import { useMailThread, useMailCompose, type MailAttachment, type MailPerson } from "@/lib/mail-api";
+import { useUploadAttachment, useDownloadUrl, isImage, type UploadedAttachment } from "@/lib/media-api";
+
+const timeOf = (iso?: string) => {
+  if (!iso) return "";
+  const d = new Date(iso);
+  return Number.isNaN(+d) ? "" : d.toLocaleString([], { month: "short", day: "numeric", hour: "2-digit", minute: "2-digit" });
+};
+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",
+};
+
+function fmtBytes(n: number): string {
+  if (!n) return "";
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${(n / 1024).toFixed(0)} KB`;
+  return `${(n / (1024 * 1024)).toFixed(1)} MB`;
+}
+
+/** Resolves a signed URL for a stored attachment and renders it inline (image) or as a file chip. */
+function MailAttachmentView({ att }: { att: MailAttachment }) {
+  const getUrl = useDownloadUrl();
+  const [url, setUrl] = useState<string | null>(null);
+  useEffect(() => {
+    let alive = true;
+    getUrl(att.contentRef, att.mimeType).then((u) => { if (alive) setUrl(u); }).catch(() => {});
+    return () => { alive = false; };
+  }, [att.contentRef, att.mimeType, getUrl]);
+
+  const label = att.filename || "Attachment";
+  if (isImage(att.mimeType)) {
+    return url
+      ? <a href={url} target="_blank" rel="noreferrer" style={{ display: "inline-block" }}><img src={url} alt={label} style={{ maxWidth: 320, maxHeight: 240, borderRadius: 8, border: "1px solid var(--border)" }} /></a>
+      : <div style={{ color: "var(--muted)", fontSize: 13 }}>Loading image…</div>;
+  }
+  return (
+    <a href={url ?? "#"} target="_blank" rel="noreferrer"
+      style={{ display: "inline-flex", alignItems: "center", gap: 8, padding: "8px 12px", borderRadius: 10, border: "1px solid var(--border)", background: "var(--panel-2)", color: "var(--text)", textDecoration: "none", maxWidth: 320 }}>
+      <Icon name="paperclip" size={18} />
+      <span style={{ flex: 1, overflow: "hidden", textOverflow: "ellipsis", whiteSpace: "nowrap" }}>{label}</span>
+      {att.sizeBytes > 0 && <span style={{ color: "var(--muted)", fontSize: 12 }}>{fmtBytes(att.sizeBytes)}</span>}
+    </a>
+  );
+}
+
+/** A small staged-file chip shown in a composer before send, with a remove button. */
+function StagedChip({ file, onRemove }: { file: UploadedAttachment; onRemove: () => void }) {
+  return (
+    <div style={{ display: "inline-flex", alignItems: "center", gap: 8, padding: "5px 10px", borderRadius: 999, background: "var(--panel-2)", border: "1px solid var(--border)", fontSize: 13 }}>
+      <Icon name="paperclip" size={14} />
+      <span style={{ maxWidth: 160, overflow: "hidden", textOverflow: "ellipsis", whiteSpace: "nowrap" }}>{file.filename}</span>
+      <span style={{ color: "var(--muted)" }}>{fmtBytes(file.sizeBytes)}</span>
+      <button onClick={onRemove} title="Remove" style={{ background: "none", border: "none", color: "var(--muted)", cursor: "pointer", padding: 0, lineHeight: 1 }}>✕</button>
+    </div>
+  );
+}
+
+/** Reader + reply for one mail thread. Used in the Inbox detail pane when an item has a threadId. */
+export function MailReader({ threadId, subject, onError }: { threadId: string; subject: string; onError: (m: string) => void }) {
+  const t = useMailThread(threadId);
+  const upload = useUploadAttachment();
+  const [draft, setDraft] = useState("");
+  const [sending, setSending] = useState(false);
+  const [staged, setStaged] = useState<UploadedAttachment | null>(null);
+  const [uploading, setUploading] = useState(false);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  async function onPickFile(e: React.ChangeEvent<HTMLInputElement>) {
+    const file = e.target.files?.[0];
+    e.target.value = "";
+    if (!file) return;
+    setUploading(true);
+    try { setStaged(await upload(file)); }
+    catch (err) { onError((err as Error).message); }
+    finally { setUploading(false); }
+  }
+
+  async function reply() {
+    const text = draft.trim();
+    if ((!text && !staged) || sending) return;
+    const att = staged ?? undefined;
+    setDraft(""); setStaged(null); setSending(true);
+    try { await t.reply(text, att); }
+    catch (e) { setDraft(text); setStaged(att ?? null); onError((e as Error).message); }
+    finally { setSending(false); }
+  }
+
+  return (
+    <div style={{ display: "flex", flexDirection: "column", height: "100%", minHeight: 0 }}>
+      <header style={{ padding: "12px 18px", borderBottom: "1px solid var(--border)" }}>
+        <div style={{ fontWeight: 700, fontSize: 15 }}>{subject || "(no subject)"}</div>
+      </header>
+      <div style={{ flex: 1, overflowY: "auto", padding: 16, display: "flex", flexDirection: "column", gap: 12 }}>
+        {t.loading && t.messages.length === 0 && <div style={{ margin: "auto", color: "var(--muted)" }}>Loading…</div>}
+        {!t.loading && t.messages.length === 0 && <div style={{ margin: "auto", color: "var(--muted)" }}>No messages.</div>}
+        {t.messages.map((m) => (
+          <div key={m.interactionId} style={{ border: "1px solid var(--border)", borderRadius: 12, background: "var(--panel)", overflow: "hidden" }}>
+            <div style={{ padding: "7px 12px", borderBottom: "1px solid var(--border)", display: "flex", justifyContent: "space-between", fontSize: 12, color: "var(--muted)" }}>
+              <span>{m.kind === "EMAIL" ? "Email" : "Reply"}{m.actorId ? ` · ${m.actorId.replace(/^(pp_|cust_)/, "").slice(0, 8)}` : ""}</span>
+              <span>{timeOf(m.occurredAt)}</span>
+            </div>
+            {m.html
+              ? <iframe sandbox="" srcDoc={m.html} title="mail body" style={{ width: "100%", height: 200, border: "none", background: "#fff" }} />
+              : m.text
+                ? <div style={{ padding: 12, whiteSpace: "pre-wrap", wordBreak: "break-word", fontSize: 14 }}>{m.text}</div>
+                : null}
+            {m.attachment && <div style={{ padding: 12, paddingTop: m.html || m.text ? 0 : 12 }}><MailAttachmentView att={m.attachment} /></div>}
+          </div>
+        ))}
+      </div>
+      <footer style={{ display: "flex", flexDirection: "column", gap: 8, padding: 12, borderTop: "1px solid var(--border)" }}>
+        {staged && <div><StagedChip file={staged} onRemove={() => setStaged(null)} /></div>}
+        <div style={{ display: "flex", gap: 8 }}>
+          <input ref={fileRef} type="file" style={{ display: "none" }} onChange={onPickFile} />
+          <Btn variant="ghost" icon="paperclip" onClick={() => fileRef.current?.click()} disabled={uploading}>{uploading ? "…" : ""}</Btn>
+          <input
+            value={draft} onChange={(e) => setDraft(e.target.value)}
+            onKeyDown={(e) => { if (e.key === "Enter" && !e.shiftKey) { e.preventDefault(); void reply(); } }}
+            placeholder="Reply…" style={inputStyle}
+          />
+          <Btn icon="send" onClick={() => void reply()} disabled={sending || (!draft.trim() && !staged)}>Reply</Btn>
+        </div>
+      </footer>
+    </div>
+  );
+}
+
+/** Compose a new message — in-app (to a person) or external (to an email). */
+export function NewMailModal({ open, onClose, onSent, onError }: { open: boolean; onClose: () => void; onSent: () => void; onError: (m: string) => void }) {
+  const compose = useMailCompose(onSent);
+  const upload = useUploadAttachment();
+  const [mode, setMode] = useState<"internal" | "external">("internal");
+  const [recipient, setRecipient] = useState("");
+  const [subject, setSubject] = useState("");
+  const [body, setBody] = useState("");
+  const [q, setQ] = useState("");
+  const [busy, setBusy] = useState(false);
+  const [staged, setStaged] = useState<UploadedAttachment[]>([]);
+  const [uploading, setUploading] = useState(false);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  useEffect(() => { if (!open) { setMode("internal"); setRecipient(""); setSubject(""); setBody(""); setQ(""); setBusy(false); setStaged([]); setUploading(false); } }, [open]);
+
+  async function onPickFile(e: React.ChangeEvent<HTMLInputElement>) {
+    const files = Array.from(e.target.files ?? []);
+    e.target.value = "";
+    if (!files.length) return;
+    setUploading(true);
+    try {
+      const uploaded = await Promise.all(files.map((f) => upload(f)));
+      setStaged((s) => [...s, ...uploaded].slice(0, 10));
+    } catch (err) { onError((err as Error).message); }
+    finally { setUploading(false); }
+  }
+
+  const filtered = compose.directory.filter((p) => p.name.toLowerCase().includes(q.trim().toLowerCase()));
+  const canSend = !!recipient && !!subject.trim() && !!body.trim() && !busy && !uploading;
+
+  async function send() {
+    if (!canSend) return;
+    setBusy(true);
+    try {
+      if (mode === "internal") await compose.sendInternal(recipient, subject.trim(), body.trim(), staged.length ? staged : undefined);
+      else await compose.sendExternal(recipient.trim(), subject.trim(), body.trim(), staged.length ? { attachments: staged } : undefined);
+    } catch (e) { onError((e as Error).message); }
+    finally { setBusy(false); }
+  }
+
+  return (
+    <Modal
+      open={open} onClose={onClose} title="New message" subtitle={mode === "internal" ? "To a team member or client (in-app)" : "To an email address"} icon="chat"
+      footer={<>
+        <Btn variant="ghost" onClick={onClose}>Cancel</Btn>
+        <Btn icon="send" onClick={() => void send()} disabled={!canSend}>{busy ? "Sending…" : "Send"}</Btn>
+      </>}
+    >
+      <div style={{ display: "flex", gap: 6, marginBottom: 12 }}>
+        <Btn variant={mode === "internal" ? "primary" : "outline"} onClick={() => { setMode("internal"); setRecipient(""); }}>In-app</Btn>
+        <Btn variant={mode === "external" ? "primary" : "outline"} onClick={() => { setMode("external"); setRecipient(""); }}>Email</Btn>
+      </div>
+
+      {mode === "internal" ? (
+        <Field label="To (person)">
+          <input value={q} onChange={(e) => setQ(e.target.value)} placeholder="Search people…" style={{ ...inputStyle, marginBottom: 8 }} />
+          <div style={{ maxHeight: 180, overflowY: "auto", display: "flex", flexDirection: "column", gap: 2 }}>
+            {filtered.length === 0 && <div style={{ color: "var(--muted)", padding: 8 }}>No people found.</div>}
+            {filtered.map((p: MailPerson) => (
+              <label key={p.id} style={{ display: "flex", alignItems: "center", gap: 10, padding: "7px 10px", borderRadius: 10, cursor: "pointer", background: recipient === p.id ? "var(--panel-2)" : "transparent" }}>
+                <input type="radio" checked={recipient === p.id} onChange={() => setRecipient(p.id)} />
+                <Avatar initials={(p.name.split(/\s+/).map((s) => s[0]).join("").slice(0, 2) || "?").toUpperCase()} size={26} gradient={p.kind === "customer" ? CUSTOMER_GRAD : undefined} />
+                <span style={{ flex: 1 }}>{p.name}</span>
+                <Pill tone="muted">{p.kind}</Pill>
+              </label>
+            ))}
+          </div>
+        </Field>
+      ) : (
+        <Field label="To (email)">
+          <input value={recipient} onChange={(e) => setRecipient(e.target.value)} placeholder="name@company.com" style={inputStyle} />
+        </Field>
+      )}
+
+      <Field label="Subject"><input value={subject} onChange={(e) => setSubject(e.target.value)} placeholder="Subject" style={inputStyle} /></Field>
+      <Field label="Message"><textarea value={body} onChange={(e) => setBody(e.target.value)} placeholder="Write your message…" rows={6} style={{ ...inputStyle, resize: "vertical" }} /></Field>
+
+      <Field label="Attachments">
+        <input ref={fileRef} type="file" multiple style={{ display: "none" }} onChange={onPickFile} />
+        <div style={{ display: "flex", flexWrap: "wrap", gap: 8, alignItems: "center" }}>
+          <Btn variant="outline" icon="paperclip" onClick={() => fileRef.current?.click()} disabled={uploading || staged.length >= 10}>{uploading ? "Uploading…" : "Attach"}</Btn>
+          {staged.map((f, i) => <StagedChip key={`${f.contentRef}_${i}`} file={f} onRemove={() => setStaged((s) => s.filter((_, j) => j !== i))} />)}
+        </div>
+      </Field>
+    </Modal>
+  );
+}

src/components/dashboard/messenger.tsx

@@ -0,0 +1,550 @@
+"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.
+// Live messages, typing, read receipts and reactions come over the
+// IIOS socket (Shell mode); mock keeps the demo working offline.
+// ============================================================
+
+import { type CSSProperties, useEffect, useMemo, useRef, useState } from "react";
+import { Avatar, Btn, Field, Icon, Modal, PageHead, Pill, useToast } from "./ui";
+import { useMessengerData, useThread, useGroupSettings, type Membership, type UiAttachment, type UiConversation, type UiMember, type UiMessage, type UiPerson } from "@/lib/messenger-api";
+import { MessengerSocketProvider, useMessengerSocket } from "@/lib/messenger-socket";
+import { useUploadAttachment, useDownloadUrl, isImage, type UploadedAttachment } from "@/lib/media-api";
+
+const fmtBytes = (n: number) => (n < 1024 ? `${n} B` : n < 1048576 ? `${(n / 1024).toFixed(0)} KB` : `${(n / 1048576).toFixed(1)} MB`);
+
+/** Renders a message attachment — an inline image thumbnail, or a downloadable file chip. */
+function AttachmentView({ att }: { att: UiAttachment }) {
+  const getUrl = useDownloadUrl();
+  const [url, setUrl] = useState<string | null>(null);
+  useEffect(() => {
+    let alive = true;
+    getUrl(att.contentRef, att.mimeType).then((u) => { if (alive) setUrl(u); }).catch(() => {});
+    return () => { alive = false; };
+  }, [att.contentRef, att.mimeType, getUrl]);
+
+  if (isImage(att.mimeType)) {
+    return url ? (
+      // eslint-disable-next-line @next/next/no-img-element
+      <a href={url} target="_blank" rel="noreferrer"><img src={url} alt="attachment" style={{ maxWidth: 240, maxHeight: 240, borderRadius: 10, display: "block", marginTop: 6, border: "1px solid var(--border)" }} /></a>
+    ) : <div style={{ marginTop: 6, color: "var(--muted)", fontSize: 12 }}>Loading image…</div>;
+  }
+  return (
+    <a href={url ?? "#"} target={url ? "_blank" : undefined} rel="noreferrer"
+       style={{ display: "flex", alignItems: "center", gap: 8, marginTop: 6, padding: "8px 12px", borderRadius: 10, background: "var(--panel-2)", border: "1px solid var(--border)", textDecoration: "none", color: "var(--text)", maxWidth: 240 }}>
+      <Icon name="paperclip" size={18} />
+      <span style={{ flex: 1, minWidth: 0, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis", fontSize: 13 }}>Attachment</span>
+      <span style={{ color: "var(--muted)", fontSize: 12, flexShrink: 0 }}>{fmtBytes(att.sizeBytes)}</span>
+    </a>
+  );
+}
+
+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 REACTION_EMOJIS = ["👍", "❤️", "😂", "😮", "😢", "🎉"];
+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} nameOf={m.nameOf} directory={m.directory} 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>
+          <span style={{ color: "var(--muted)", fontSize: 11, flexShrink: 0 }}>{timeOf(c.lastAt)}</span>
+        </div>
+        <div style={{ display: "flex", justifyContent: "space-between", gap: 8, alignItems: "center" }}>
+          <span style={{ color: "var(--muted)", fontSize: 12.5, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis" }}>
+            {c.lastMessage ?? "No messages yet"}
+          </span>
+          {c.unread > 0 && (
+            <span style={{ background: "var(--orange)", color: "#fff", borderRadius: 999, fontSize: 11, padding: "1px 7px", flexShrink: 0 }}>{c.unread}</span>
+          )}
+        </div>
+      </div>
+    </button>
+  );
+}
+
+function ThreadView({ conv, nameOf, directory, onError }: { conv: UiConversation; nameOf: (id: string) => string; directory: UiPerson[]; onError: (m: string) => void }) {
+  const t = useThread(conv.threadId);
+  const socket = useMessengerSocket();
+  const [draft, setDraft] = useState("");
+  const [sending, setSending] = useState(false);
+  const [replyTo, setReplyTo] = useState<UiMessage | null>(null);
+  const [flashId, setFlashId] = useState<string | null>(null);
+  const endRef = useRef<HTMLDivElement>(null);
+  const inputRef = useRef<HTMLInputElement>(null);
+  const msgRefs = useRef<Map<string, HTMLElement>>(new Map());
+  const typingSentAt = useRef(0);
+
+  useEffect(() => { endRef.current?.scrollIntoView({ behavior: "smooth" }); }, [t.messages.length]);
+
+  const byId = useMemo(() => Object.fromEntries(t.messages.map((m) => [m.id, m])), [t.messages]);
+  const lastMineId = useMemo(() => [...t.messages].reverse().find((m) => m.mine)?.id ?? null, [t.messages]);
+
+  // Reply → focus the composer (bug: it didn't focus, forcing a manual click).
+  function startReply(msg: UiMessage) {
+    setReplyTo(msg);
+    requestAnimationFrame(() => inputRef.current?.focus());
+  }
+  // Click a quoted message → scroll to the original and flash it.
+  function jumpTo(id: string) {
+    const el = msgRefs.current.get(id);
+    if (!el) return;
+    el.scrollIntoView({ behavior: "smooth", block: "center" });
+    setFlashId(id);
+    setTimeout(() => setFlashId((f) => (f === id ? null : f)), 1200);
+  }
+
+  const uploadAttachment = useUploadAttachment();
+  const [staged, setStaged] = useState<UploadedAttachment | null>(null);
+  const [uploading, setUploading] = useState(false);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  function onDraftChange(v: string) {
+    setDraft(v);
+    const now = Date.now();
+    if (socket && now - typingSentAt.current > 2000) { socket.sendTyping(conv.threadId); typingSentAt.current = now; }
+  }
+
+  async function onPickFile(file: File | undefined) {
+    if (!file) return;
+    setUploading(true);
+    try { setStaged(await uploadAttachment(file)); }
+    catch (e) { onError((e as Error).message); }
+    finally { setUploading(false); if (fileRef.current) fileRef.current.value = ""; }
+  }
+
+  async function submit() {
+    const text = draft.trim();
+    if ((!text && !staged) || sending) return; // allow an attachment with no text
+    const parent = replyTo?.id;
+    const att = staged;
+    setDraft(""); setReplyTo(null); setStaged(null); setSending(true);
+    try {
+      await t.send(text, {
+        ...(parent ? { parentInteractionId: parent } : {}),
+        ...(att ? { attachment: { contentRef: att.contentRef, mimeType: att.mimeType, sizeBytes: att.sizeBytes } } : {}),
+      });
+    } catch (e) { setDraft(text); setStaged(att); onError((e as Error).message); }
+    finally { setSending(false); }
+  }
+
+  const [settingsOpen, setSettingsOpen] = useState(false);
+
+  const typingLabel = t.typingUserIds.length === 1
+    ? `${nameOf(t.typingUserIds[0])} is typing…`
+    : t.typingUserIds.length > 1 ? "Several people are typing…" : "";
+
+  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 style={{ flex: 1, minWidth: 0 }}>
+          <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>
+        {conv.membership === "group" && (
+          <button onClick={() => setSettingsOpen(true)} title="Group settings" style={{ ...actionBtnStyle, width: 34, height: 34 }}>
+            <Icon name="settings" size={18} />
+          </button>
+        )}
+      </header>
+      {conv.membership === "group" && settingsOpen && (
+        <GroupSettingsModal conv={conv} directory={directory} onClose={() => setSettingsOpen(false)} onError={onError} />
+      )}
+
+      <div style={{ flex: 1, overflowY: "auto", padding: 18, display: "flex", flexDirection: "column", gap: 10, 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) => (
+          <MessageBubble
+            key={msg.id} msg={msg}
+            parent={msg.parentInteractionId ? byId[msg.parentInteractionId] : undefined}
+            seen={msg.id === lastMineId && t.seenIds.has(msg.id)}
+            showStatus={msg.id === lastMineId}
+            flash={flashId === msg.id}
+            registerRef={(el) => { if (el) msgRefs.current.set(msg.id, el); else msgRefs.current.delete(msg.id); }}
+            onReact={(emoji) => t.react(msg.id, emoji)}
+            onReply={() => startReply(msg)}
+            onQuoteClick={jumpTo}
+          />
+        ))}
+        <div ref={endRef} />
+      </div>
+
+      <div style={{ minHeight: 18, padding: "0 18px", color: "var(--muted)", fontSize: 12, fontStyle: "italic" }}>{typingLabel}</div>
+
+      {replyTo && (
+        <div style={{ display: "flex", alignItems: "center", gap: 10, margin: "0 14px", padding: "8px 12px", borderRadius: 10, background: "var(--panel-2)", borderLeft: "3px solid var(--orange)" }}>
+          <div style={{ flex: 1, minWidth: 0 }}>
+            <div style={{ fontSize: 11, color: "var(--orange)", fontWeight: 600 }}>Replying to {replyTo.mine ? "yourself" : nameOf(replyTo.senderId ?? "")}</div>
+            <div style={{ fontSize: 12.5, color: "var(--muted)", whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis" }}>{replyTo.text}</div>
+          </div>
+          <button onClick={() => setReplyTo(null)} style={{ background: "none", border: "none", color: "var(--muted)", cursor: "pointer", fontSize: 16 }} aria-label="Cancel reply">×</button>
+        </div>
+      )}
+
+      {staged && (
+        <div style={{ display: "flex", alignItems: "center", gap: 8, margin: "0 14px", padding: "8px 12px", borderRadius: 10, background: "var(--panel-2)", border: "1px solid var(--border)" }}>
+          <Icon name={isImage(staged.mimeType) ? "image" : "file"} size={16} />
+          <span style={{ flex: 1, minWidth: 0, whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis", fontSize: 13 }}>{staged.filename}</span>
+          <span style={{ color: "var(--muted)", fontSize: 12 }}>{fmtBytes(staged.sizeBytes)}</span>
+          <button onClick={() => setStaged(null)} style={{ background: "none", border: "none", color: "var(--muted)", cursor: "pointer", fontSize: 16 }} aria-label="Remove attachment">×</button>
+        </div>
+      )}
+
+      <footer style={{ display: "flex", gap: 8, padding: 14, borderTop: "1px solid var(--border)", alignItems: "center" }}>
+        <input ref={fileRef} type="file" hidden onChange={(e) => void onPickFile(e.target.files?.[0])} />
+        <button onClick={() => fileRef.current?.click()} disabled={uploading} title="Attach a file" style={{ ...actionBtnStyle, width: 38, height: 38, flexShrink: 0, opacity: uploading ? 0.5 : 1 }}>
+          {uploading ? "…" : "📎"}
+        </button>
+        <input
+          ref={inputRef}
+          value={draft} onChange={(e) => onDraftChange(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() && !staged)}>Send</Btn>
+      </footer>
+    </>
+  );
+}
+
+function MessageBubble({
+  msg, parent, seen, showStatus, flash, registerRef, onReact, onReply, onQuoteClick,
+}: {
+  msg: UiMessage; parent?: UiMessage; seen: boolean; showStatus: boolean; flash?: boolean;
+  registerRef?: (el: HTMLElement | null) => void;
+  onReact: (emoji: string) => void; onReply: () => void; onQuoteClick?: (id: string) => void;
+}) {
+  const [hover, setHover] = useState(false);
+  const [picker, setPicker] = useState(false);
+
+  return (
+    <div
+      ref={registerRef}
+      onMouseEnter={() => setHover(true)}
+      onMouseLeave={() => { setHover(false); setPicker(false); }}
+      style={{
+        alignSelf: msg.mine ? "flex-end" : "flex-start", maxWidth: "72%", display: "flex", flexDirection: "column",
+        alignItems: msg.mine ? "flex-end" : "flex-start", position: "relative",
+        borderRadius: 14, padding: 2, transition: "background 0.4s",
+        background: flash ? "rgba(253,169,19,0.22)" : "transparent",
+      }}
+    >
+      {parent && (
+        <button
+          type="button"
+          onClick={() => parent.id && onQuoteClick?.(parent.id)}
+          title="Go to message"
+          style={{ maxWidth: "100%", padding: "4px 10px", marginBottom: 3, borderRadius: 8, background: "var(--panel-2)", borderLeft: "3px solid var(--orange)", border: "none", borderLeftWidth: 3, fontSize: 12, color: "var(--muted)", whiteSpace: "nowrap", overflow: "hidden", textOverflow: "ellipsis", cursor: "pointer", textAlign: "left" }}
+        >
+          <span style={{ opacity: 0.8 }}>↩ {parent.text}</span>
+        </button>
+      )}
+
+      <div style={{ display: "flex", alignItems: "center", gap: 6, flexDirection: msg.mine ? "row-reverse" : "row" }}>
+        {(msg.text || !msg.attachment) && (
+          <div style={{
+            background: msg.mine ? "var(--grad-brand)" : "var(--panel)", color: msg.mine ? "#fff" : "var(--text)",
+            padding: "8px 12px", borderRadius: 14,
+            borderBottomRightRadius: msg.mine ? 4 : 14, borderBottomLeftRadius: msg.mine ? 14 : 4,
+            border: msg.mine ? "none" : "1px solid var(--border)",
+            whiteSpace: "pre-wrap", wordBreak: "break-word", fontSize: 14,
+          }}>
+            {msg.text}
+          </div>
+        )}
+        {hover && (
+          <div style={{ display: "flex", gap: 2, position: "relative" }}>
+            <button onClick={() => setPicker((p) => !p)} title="React" style={actionBtnStyle}>🙂</button>
+            <button onClick={onReply} title="Reply" style={actionBtnStyle}>↩</button>
+            {picker && (
+              <div style={{ position: "absolute", bottom: "100%", [msg.mine ? "right" : "left"]: 0, marginBottom: 4, display: "flex", gap: 2, padding: 4, borderRadius: 999, background: "var(--panel)", border: "1px solid var(--border)", boxShadow: "0 6px 20px rgba(0,0,0,0.35)", zIndex: 5 }}>
+                {REACTION_EMOJIS.map((e) => (
+                  <button key={e} onClick={() => { onReact(e); setPicker(false); }} style={{ ...actionBtnStyle, fontSize: 16 }}>{e}</button>
+                ))}
+              </div>
+            )}
+          </div>
+        )}
+      </div>
+
+      {msg.attachment && (
+        <div style={{ marginTop: 4, display: "flex", justifyContent: msg.mine ? "flex-end" : "flex-start" }}>
+          <AttachmentView att={msg.attachment} />
+        </div>
+      )}
+
+      {msg.reactions && msg.reactions.length > 0 && (
+        <div style={{ display: "flex", gap: 4, marginTop: 3, flexWrap: "wrap" }}>
+          {msg.reactions.map((r) => (
+            <button
+              key={r.emoji} onClick={() => onReact(r.emoji)}
+              style={{
+                display: "inline-flex", alignItems: "center", gap: 3, padding: "1px 7px", borderRadius: 999, fontSize: 12, cursor: "pointer",
+                background: r.mine ? "rgba(253,169,19,0.18)" : "var(--panel-2)",
+                border: `1px solid ${r.mine ? "var(--orange)" : "var(--border)"}`, color: "var(--text)",
+              }}
+            >
+              <span>{r.emoji}</span><span style={{ color: "var(--muted)" }}>{r.count}</span>
+            </button>
+          ))}
+        </div>
+      )}
+
+      <div style={{ fontSize: 10.5, color: "var(--muted)", marginTop: 2 }}>
+        {timeOf(msg.at)}{showStatus && msg.mine ? ` · ${seen ? "Seen" : "Sent"}` : ""}
+      </div>
+    </div>
+  );
+}
+
+const actionBtnStyle: CSSProperties = {
+  background: "var(--panel-2)", border: "1px solid var(--border)", borderRadius: 8,
+  width: 26, height: 26, display: "grid", placeItems: "center", cursor: "pointer", fontSize: 13, color: "var(--text)", padding: 0,
+};
+
+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>
+  );
+}
+
+/** Group settings: rename, member list with roles, add/remove — admin-gated (IIOS/OPA re-enforces). */
+function GroupSettingsModal({ conv, directory, onClose, onError }: {
+  conv: UiConversation; directory: UiPerson[]; onClose: () => void; onError: (m: string) => void;
+}) {
+  const g = useGroupSettings(conv.threadId);
+  const [name, setName] = useState(conv.subject ?? "");
+  const [savingName, setSavingName] = useState(false);
+  const [q, setQ] = useState("");
+  const [pendingId, setPendingId] = useState<string | null>(null);
+
+  useEffect(() => { setName(conv.subject ?? ""); }, [conv.subject]);
+
+  const memberIds = useMemo(() => new Set(g.members.map((m) => m.userId)), [g.members]);
+  const nameChanged = name.trim() && name.trim() !== (conv.subject ?? "").trim();
+  const addable = directory.filter((p) => !memberIds.has(p.id) && p.name.toLowerCase().includes(q.trim().toLowerCase()));
+
+  async function saveName() {
+    if (!nameChanged || savingName) return;
+    setSavingName(true);
+    try { await g.rename(name.trim()); }
+    catch (e) { onError((e as Error).message); }
+    finally { setSavingName(false); }
+  }
+  async function add(userId: string) {
+    setPendingId(userId);
+    try { await g.addMember(userId); }
+    catch (e) { onError((e as Error).message); }
+    finally { setPendingId(null); }
+  }
+  async function remove(userId: string) {
+    setPendingId(userId);
+    try { await g.removeMember(userId); }
+    catch (e) { onError((e as Error).message); }
+    finally { setPendingId(null); }
+  }
+
+  return (
+    <Modal
+      open onClose={onClose} title="Group settings" subtitle={conv.title} icon="settings"
+      footer={<Btn variant="ghost" onClick={onClose}>Done</Btn>}
+    >
+      <Field label="Group name">
+        <div style={{ display: "flex", gap: 8 }}>
+          <input value={name} onChange={(e) => setName(e.target.value)} disabled={!g.isAdmin}
+            placeholder="Group name" style={{ ...inputStyle, opacity: g.isAdmin ? 1 : 0.6 }} />
+          {g.isAdmin && <Btn onClick={() => void saveName()} disabled={!nameChanged || savingName}>{savingName ? "…" : "Save"}</Btn>}
+        </div>
+        {!g.isAdmin && <div style={{ color: "var(--muted)", fontSize: 12, marginTop: 4 }}>Only a group admin can rename the group.</div>}
+      </Field>
+
+      <Field label={`Members (${g.members.length})`}>
+        <div style={{ display: "flex", flexDirection: "column", gap: 2, maxHeight: 200, overflowY: "auto" }}>
+          {g.loading && g.members.length === 0 && <div style={{ color: "var(--muted)", padding: 8 }}>Loading…</div>}
+          {g.members.map((mem: UiMember) => (
+            <div key={mem.userId} style={{ display: "flex", alignItems: "center", gap: 10, padding: "7px 10px", borderRadius: 10 }}>
+              <Avatar initials={initialsOf(mem.displayName)} size={28} gradient={GROUP_GRAD} />
+              <span style={{ flex: 1 }}>{mem.displayName}</span>
+              {mem.role === "ADMIN" && <Pill tone="purple">admin</Pill>}
+              {g.isAdmin && mem.role !== "ADMIN" && (
+                <button onClick={() => void remove(mem.userId)} disabled={pendingId === mem.userId} title="Remove"
+                  style={{ ...actionBtnStyle, width: 28, height: 28 }}><Icon name="trash" size={15} /></button>
+              )}
+            </div>
+          ))}
+        </div>
+      </Field>
+
+      {g.isAdmin && (
+        <Field label="Add member">
+          <input value={q} onChange={(e) => setQ(e.target.value)} placeholder="Search people…" style={{ ...inputStyle, marginBottom: 8 }} />
+          <div style={{ display: "flex", flexDirection: "column", gap: 2, maxHeight: 180, overflowY: "auto" }}>
+            {addable.length === 0 && <div style={{ color: "var(--muted)", padding: 8 }}>No one to add.</div>}
+            {addable.map((p) => (
+              <button key={p.id} onClick={() => void add(p.id)} disabled={pendingId === p.id}
+                style={{ display: "flex", alignItems: "center", gap: 10, padding: "7px 10px", borderRadius: 10, cursor: "pointer", background: "transparent", border: "none", color: "var(--text)", textAlign: "left" }}>
+                <Avatar initials={initialsOf(p.name)} size={28} gradient={p.kind === "customer" ? CUSTOMER_GRAD : undefined} />
+                <span style={{ flex: 1 }}>{p.name}</span>
+                <Icon name="plus" size={16} />
+              </button>
+            ))}
+          </div>
+        </Field>
+      )}
+    </Modal>
+  );
+}

src/components/dashboard/sidebar.tsx

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

src/components/dashboard/team-management.tsx

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

src/components/dashboard/ui.tsx

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

src/lib/inbox-api.ts

@@ -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: () => {} };
+}

src/lib/invite-email.ts

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

src/lib/mail-api.ts

@@ -0,0 +1,121 @@
+"use client";
+
+// Mail data layer. A dedicated Mail reader over the be-crm data door (crm.mail.*), distinct from
+// the Messenger chat and from the work-item Inbox. Live via the AppShell SDK; a small mock keeps the
+// demo working before the Shell + be-crm are connected.
+//
+// Live contract (be-crm):
+//   query crm.mail.list      {}                          -> MailThread[]
+//   query crm.mail.history   { threadId }                -> MailMessage[]
+//   cmd   crm.mail.reply     { threadId, content }       -> { interactionId, threadId }
+//   cmd   crm.mail.internal  { recipientUserId, subject?, text?, html? } -> { threadId }
+//   cmd   crm.mail.send      { target, subject?, text?, html?, mirrorToUserId? } -> { commandId }
+//   query crm.messenger.directory { kind, limit }        -> people to compose to (reused)
+
+import { useCallback, useMemo, useState } from "react";
+import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+
+export interface MailThread {
+  threadId: string; subject: string | null; participants: string[]; unread: number; lastMessage?: string; lastAt?: string;
+}
+export interface MailAttachment { contentRef: string; mimeType: string; sizeBytes: number; filename: string | null }
+export interface MailMessage {
+  interactionId: string; actorId: string | null; kind: string; occurredAt: string; html: string | null; text: string | null; attachment: MailAttachment | null;
+}
+export interface MailPerson { id: string; name: string; kind: "staff" | "customer" }
+
+/** Shape produced by media-api's useUploadAttachment, passed into a reply/compose. */
+export interface OutgoingAttachment { contentRef: string; mimeType: string; sizeBytes: number; filename: string }
+
+const SHELL = isShellConfigured();
+
+/* ============================ Thread list ============================ */
+
+export interface MailListData {
+  live: boolean; loading: boolean; error: string | null; threads: MailThread[]; refetch: () => void;
+}
+
+export function useMailThreads(): MailListData {
+  if (SHELL) {
+    const q = useQuery<MailThread[]>("crm.mail.list", {});
+    return { live: true, loading: q.loading, error: q.error?.message ?? null, threads: q.data ?? [], refetch: q.refetch };
+  }
+  return { live: false, loading: false, error: null, threads: MOCK_THREADS, refetch: () => {} };
+}
+
+/* ============================ One thread ============================ */
+
+export interface MailThreadData {
+  loading: boolean; error: string | null; messages: MailMessage[]; reply: (content: string, attachment?: OutgoingAttachment) => Promise<void>; refetch: () => void;
+}
+
+export function useMailThread(threadId: string | null): MailThreadData {
+  if (SHELL) return useLiveThread(threadId);
+  return useMockThread(threadId);
+}
+
+function useLiveThread(threadId: string | null): MailThreadData {
+  const { sdk } = useAppShell();
+  const q = useQuery<MailMessage[]>("crm.mail.history", threadId ? { threadId } : { threadId: "" });
+  const reply = useCallback(async (content: string, attachment?: OutgoingAttachment) => {
+    if (!threadId) return;
+    await sdk.command("crm.mail.reply", { threadId, content, ...(attachment ? { attachment } : {}) });
+    q.refetch();
+  }, [sdk, threadId, q]);
+  return { loading: q.loading, error: q.error?.message ?? null, messages: threadId ? (q.data ?? []) : [], reply, refetch: q.refetch };
+}
+
+/* ============================ Compose ============================ */
+
+export interface ComposeData {
+  directory: MailPerson[];
+  sendInternal: (recipientUserId: string, subject: string, text: string, attachments?: OutgoingAttachment[]) => Promise<void>;
+  sendExternal: (target: string, subject: string, text: string, opts?: { mirrorToUserId?: string; attachments?: OutgoingAttachment[] }) => Promise<void>;
+}
+
+export function useMailCompose(onSent: () => void): ComposeData {
+  if (SHELL) {
+    const { sdk } = useAppShell();
+    const dirQ = useQuery<MailPerson[]>("crm.messenger.directory", { kind: "all", limit: 100 });
+    const directory = useMemo(() => (dirQ.data ?? []).map((d) => ({ id: (d as unknown as { id: string }).id, name: (d as unknown as { displayName?: string; name?: string }).displayName ?? (d as unknown as { name?: string }).name ?? "", kind: (d as MailPerson).kind })), [dirQ.data]);
+    const sendInternal = useCallback(async (recipientUserId: string, subject: string, text: string, attachments?: OutgoingAttachment[]) => {
+      await sdk.command("crm.mail.internal", { recipientUserId, subject, text, html: `<p>${escapeHtml(text)}</p>`, ...(attachments && attachments.length ? { attachments } : {}) });
+      onSent();
+    }, [sdk, onSent]);
+    const sendExternal = useCallback(async (target: string, subject: string, text: string, opts?: { mirrorToUserId?: string; attachments?: OutgoingAttachment[] }) => {
+      await sdk.command("crm.mail.send", { target, subject, text, html: `<p>${escapeHtml(text)}</p>`, ...(opts?.mirrorToUserId ? { mirrorToUserId: opts.mirrorToUserId } : {}), ...(opts?.attachments && opts.attachments.length ? { attachments: opts.attachments } : {}) });
+      onSent();
+    }, [sdk, onSent]);
+    return { directory, sendInternal, sendExternal };
+  }
+  return { directory: MOCK_PEOPLE, sendInternal: async () => onSent(), sendExternal: async () => onSent() };
+}
+
+function escapeHtml(s: string): string {
+  return s.replace(/&/g, "&amp;").replace(/</g, "&lt;").replace(/>/g, "&gt;");
+}
+
+/* ============================ Mock (demo mode) ============================ */
+
+const now = () => new Date().toISOString();
+const MOCK_PEOPLE: MailPerson[] = [
+  { id: "pp_sofia", name: "Sofia Ramirez", kind: "staff" },
+  { id: "cust_acme", name: "Acme Roofing (Client)", kind: "customer" },
+];
+const MOCK_THREADS: MailThread[] = [
+  { threadId: "mt_1", subject: "Welcome to the Founders Club", participants: ["you", "system"], unread: 1, lastMessage: "Thanks for joining…", lastAt: now() },
+  { threadId: "mt_2", subject: "Storm response — East side", participants: ["you", "pp_sofia"], unread: 0, lastMessage: "Crew rolling out at 7", lastAt: now() },
+];
+function useMockThread(threadId: string | null): MailThreadData {
+  const [extra, setExtra] = useState<MailMessage[]>([]);
+  const base: MailMessage[] = threadId === "mt_1"
+    ? [{ interactionId: "m1", actorId: "system", kind: "EMAIL", occurredAt: now(), html: "<p>Thanks for joining the <b>Founders Club</b>. Set up your account to get started.</p>", text: "Thanks for joining the Founders Club.", attachment: null }]
+    : threadId === "mt_2"
+      ? [{ interactionId: "m2", actorId: "pp_sofia", kind: "EMAIL", occurredAt: now(), html: "<p>Crew is rolling out at 7. Confirm the Henderson scope?</p>", text: "Crew rolling out at 7.", attachment: null }]
+      : [];
+  const reply = useCallback(async (content: string, attachment?: OutgoingAttachment) => {
+    setExtra((l) => [...l, { interactionId: `r_${l.length}`, actorId: "you", kind: "MESSAGE", occurredAt: now(), html: null, text: content, attachment: attachment ? { contentRef: attachment.contentRef, mimeType: attachment.mimeType, sizeBytes: attachment.sizeBytes, filename: attachment.filename } : null }]);
+  }, []);
+  return { loading: false, error: null, messages: threadId ? [...base, ...extra] : [], reply, refetch: () => {} };
+}

src/lib/media-api.ts

@@ -0,0 +1,37 @@
+"use client";
+
+// Media (attachment) helpers over the be-crm data door (crm.media.*). The browser transfers bytes
+// DIRECTLY to IIOS storage via the signed URLs — be-crm only mints them. Used by Messenger + Mail.
+
+import { useCallback } from "react";
+import { useAppShell } from "@abe-kap/appshell-sdk/react";
+
+export interface UploadedAttachment { contentRef: string; mimeType: string; sizeBytes: number; filename: string }
+
+export const MAX_ATTACHMENT_BYTES = 26 * 1024 * 1024; // matches IIOS's cap
+
+export function isImage(mime?: string | null): boolean {
+  return !!mime && mime.startsWith("image/");
+}
+
+/** Upload a File → { contentRef, mimeType, sizeBytes, filename }. Throws on oversize / failure. */
+export function useUploadAttachment() {
+  const { sdk } = useAppShell();
+  return useCallback(async (file: File): Promise<UploadedAttachment> => {
+    if (file.size > MAX_ATTACHMENT_BYTES) throw new Error("File is too large (max 25 MB).");
+    const mime = file.type || "application/octet-stream";
+    const { objectKey, uploadUrl } = (await sdk.command("crm.media.presignUpload", { mime, sizeBytes: file.size })) as { objectKey: string; uploadUrl: string };
+    const res = await fetch(uploadUrl, { method: "PUT", body: file });
+    if (!res.ok) throw new Error(`Upload failed (${res.status}).`);
+    return { contentRef: objectKey, mimeType: mime, sizeBytes: file.size, filename: file.name };
+  }, [sdk]);
+}
+
+/** Mint a short-lived signed URL to display/download an attachment by its contentRef. */
+export function useDownloadUrl() {
+  const { sdk } = useAppShell();
+  return useCallback(async (contentRef: string, mime?: string): Promise<string> => {
+    const { url } = (await sdk.command("crm.media.presignDownload", { contentRef, ...(mime ? { mime } : {}) })) as { url: string };
+    return url;
+  }, [sdk]);
+}

src/lib/messenger-api.ts

@@ -0,0 +1,435 @@
+"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 layers the IIOS MessageSocket (messenger-socket.tsx)
+// on top for live messages, typing, read receipts, and reactions.
+
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { useAppShell, useAuth, useQuery } from "@abe-kap/appshell-sdk/react";
+import type { AnnotationEvent, AnnotationGroup } from "@insignia/iios-kernel-client";
+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 UiReaction { emoji: string; count: number; mine: boolean }
+export interface UiAttachment { contentRef: string; mimeType: string; sizeBytes: number }
+export interface UiMessage {
+  id: string; actorId: string | null; senderId?: string | null; text: string; at: string; mine: boolean;
+  parentInteractionId?: string | null;
+  attachment?: UiAttachment;
+  reactions?: UiReaction[];
+}
+
+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 TYPING_TTL_MS = 3500;
+
+const shortId = (id: string) => id.replace(/^(pp_|cust_)/, "").slice(0, 6);
+
+/** Turn the kernel's generic annotation aggregates into reaction chips. `users` may hold user or
+ *  actor ids depending on the source, so `mine` is best-effort; a fresh annotation event corrects it. */
+export function toReactions(annotations: AnnotationGroup[] | undefined, myId?: string): UiReaction[] {
+  if (!annotations) return [];
+  return annotations
+    .filter((a) => a.type === "reaction" && a.users.length > 0)
+    .map((a) => ({ emoji: a.value, count: a.users.length, mine: !!myId && a.users.includes(myId) }));
+}
+
+function applyAnnotation(prev: UiReaction[] | undefined, e: AnnotationEvent, myId?: string): UiReaction[] {
+  const base = (prev ?? []).filter((r) => r.emoji !== e.value);
+  if (e.type !== "reaction" || e.users.length === 0) return base;
+  return [...base, { emoji: e.value, count: e.users.length, mine: !!myId && e.users.includes(myId) }];
+}
+
+/* ======================================================================== */
+/* 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, opts?: { parentInteractionId?: string; attachment?: UiAttachment }) => Promise<void>;
+  react: (interactionId: string, emoji: string) => void;
+  typingUserIds: string[];
+  seenIds: Set<string>;
+  refetch: () => void;
+}
+
+export interface UiMember { userId: string; displayName: string; role: string }
+export interface GroupSettingsData {
+  loading: boolean; error: string | null;
+  members: UiMember[];
+  isAdmin: boolean;
+  rename: (subject: string) => Promise<void>;
+  addMember: (userId: string) => Promise<void>;
+  removeMember: (userId: 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);
+}
+export function useGroupSettings(threadId: string): GroupSettingsData {
+  return SHELL ? useLiveGroupSettings(threadId) : useMockGroupSettings(threadId);
+}
+
+/* ======================================================================== */
+/* Live implementation (be-crm data door + IIOS socket)                     */
+/* ======================================================================== */
+
+function useLiveMessenger(): MessengerData {
+  const { sdk } = useAppShell();
+  const { user } = useAuth();
+  const socket = useMessengerSocket();
+  const myId = user?.id;
+  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]);
+
+  // Live sidebar previews: patch lastMessage/lastAt the instant a message arrives on any thread,
+  // then reconcile authoritative unread/order with a debounced refetch.
+  const [previews, setPreviews] = useState<Record<string, { lastMessage: string; lastAt: string }>>({});
+  const refetchRef = useRef(convQ.refetch);
+  refetchRef.current = convQ.refetch;
+  useEffect(() => {
+    if (!socket) return;
+    let timer: ReturnType<typeof setTimeout> | null = null;
+    const off = socket.onAnyMessage((threadId, m) => {
+      setPreviews((p) => ({ ...p, [threadId]: { lastMessage: m.text, lastAt: m.at } }));
+      if (timer) clearTimeout(timer);
+      timer = setTimeout(() => refetchRef.current(), 600);
+    });
+    return () => { off(); if (timer) clearTimeout(timer); };
+  }, [socket]);
+
+  const conversations: UiConversation[] = useMemo(
+    () => (convQ.data ?? []).map((c) => shape(c, nameOf, myId, previews[c.threadId])),
+    [convQ.data, nameOf, myId, previews],
+  );
+
+  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);
+  const myActorIdRef = useRef<string | null>(null);
+  myActorIdRef.current = myActorId;
+  const [typing, setTyping] = useState<Record<string, number>>({}); // userId -> expiry ts
+  const [seenIds, setSeenIds] = useState<Set<string>>(new Set());
+  const myId = socket?.myUserId;
+
+  // 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, typing, receipts, reactions.
+  useEffect(() => {
+    if (!socket || !socketReady) return;
+    let alive = true;
+    setSocketMsgs([]); setSeenIds(new Set()); setTyping({});
+    void socket.openThread(threadId).then((hist) => { if (alive) setSocketMsgs(hist); }).catch(() => {});
+
+    const offMsg = socket.subscribe(threadId, (m) =>
+      setSocketMsgs((l) => (l.some((x) => x.id === m.id) ? l : [...l, m])),
+    );
+    const offTyping = socket.onTyping(threadId, (userId) =>
+      setTyping((t) => ({ ...t, [userId]: Date.now() + TYPING_TTL_MS })),
+    );
+    // Receipts are a global stream (no threadId). Count only reads by the OTHER side; seenMine then
+    // narrows to my messages in this thread.
+    const offReceipt = socket.onReceipt((e) => {
+      if (e.actorId === myActorIdRef.current) return;
+      setSeenIds((s) => (s.has(e.interactionId) ? s : new Set(s).add(e.interactionId)));
+    });
+    const offAnn = socket.onAnnotation(threadId, (e) =>
+      setSocketMsgs((l) => l.map((m) => (m.id === e.interactionId ? { ...m, reactions: applyAnnotation(m.reactions, e, myId) } : m))),
+    );
+    return () => { alive = false; offMsg(); offTyping(); offReceipt(); offAnn(); };
+  }, [socket, socketReady, threadId, myId]);
+
+  // Learn my own actor id from a message I sent, so receipts from OTHER actors read as "seen".
+  useEffect(() => {
+    const mine = socketMsgs.find((m) => m.mine && m.actorId);
+    if (mine?.actorId && mine.actorId !== myActorId) setMyActorId(mine.actorId);
+  }, [socketMsgs, myActorId]);
+
+  // Tell the server I've read the latest message (drives the other side's "seen" tick).
+  useEffect(() => {
+    if (!socket || !socketReady || socketMsgs.length === 0) return;
+    socket.markRead(threadId, socketMsgs[socketMsgs.length - 1].id);
+  }, [socket, socketReady, threadId, socketMsgs]);
+
+  // Expire stale typing entries.
+  const typingUserIds = useMemo(() => {
+    const now = Date.now();
+    return Object.entries(typing).filter(([, exp]) => exp > now).map(([u]) => u);
+  }, [typing]);
+  useEffect(() => {
+    if (typingUserIds.length === 0) return;
+    const t = setTimeout(() => setTyping((p) => ({ ...p })), TYPING_TTL_MS);
+    return () => clearTimeout(t);
+  }, [typingUserIds.length, typing]);
+
+  const restMsgs: UiMessage[] = useMemo(
+    () => (q.data ?? []).map((m) => ({
+      id: m.interactionId, actorId: m.actorId, senderId: null, text: m.text ?? "", at: m.occurredAt,
+      mine: !!myActorId && m.actorId === myActorId, reactions: [],
+    })),
+    [q.data, myActorId],
+  );
+
+  const messages = socketReady ? socketMsgs : restMsgs;
+
+  // My messages the other side has read (receipts carry the other actor's id).
+  const seenMine = useMemo(() => {
+    const out = new Set<string>();
+    for (const id of seenIds) if (messages.some((m) => m.id === id && m.mine)) out.add(id);
+    return out;
+  }, [seenIds, messages]);
+
+  const send = useCallback(async (content: string, opts?: { parentInteractionId?: string; attachment?: UiAttachment }) => {
+    if (socket && socketReady) {
+      await socket.send(threadId, content, opts); // echoes back over the socket as a 'message' event
+    } else {
+      // REST fallback carries the attachment ref too; a socket reconnect will replace with the live copy.
+      const m = (await sdk.command("crm.messenger.send", { threadId, content, ...(opts?.attachment ? { attachment: opts.attachment } : {}) })) as MessageDTO;
+      if (m.actorId) setMyActorId(m.actorId);
+      q.refetch();
+    }
+  }, [socket, socketReady, threadId, sdk, q]);
+
+  const react = useCallback((interactionId: string, emoji: string) => {
+    if (socket && socketReady) socket.react(threadId, interactionId, emoji);
+  }, [socket, socketReady, threadId]);
+
+  return {
+    loading: q.loading && !socketReady, error: q.error?.message ?? null,
+    messages, send, react, typingUserIds, seenIds: seenMine, refetch: q.refetch,
+  };
+}
+
+function useLiveGroupSettings(threadId: string): GroupSettingsData {
+  const { sdk } = useAppShell();
+  const { user } = useAuth();
+  const q = useQuery<UiMember[]>("crm.messenger.members", { threadId });
+  const members = useMemo(() => q.data ?? [], [q.data]);
+  const isAdmin = useMemo(() => members.some((m) => m.userId === user?.id && m.role === "ADMIN"), [members, user?.id]);
+
+  const rename = useCallback(async (subject: string) => {
+    await sdk.command("crm.messenger.group.rename", { threadId, subject });
+    q.refetch();
+  }, [sdk, threadId, q]);
+  const addMember = useCallback(async (userId: string) => {
+    await sdk.command("crm.messenger.participant.add", { threadId, userId });
+    q.refetch();
+  }, [sdk, threadId, q]);
+  const removeMember = useCallback(async (userId: string) => {
+    await sdk.command("crm.messenger.participant.remove", { threadId, userId });
+    q.refetch();
+  }, [sdk, threadId, q]);
+
+  return { loading: q.loading, error: q.error?.message ?? null, members, isAdmin, rename, addMember, removeMember, refetch: q.refetch };
+}
+
+function shape(
+  c: ConversationDTO,
+  nameOf: (id: string) => string,
+  myId: string | undefined,
+  overlay?: { lastMessage: string; lastAt: string },
+): UiConversation {
+  // A DM's title is the OTHER person — never yourself, and never the raw unknown-id fallback for both.
+  const others = myId ? c.participants.filter((p) => p !== myId) : c.participants;
+  const title = c.subject?.trim()
+    || (c.membership === "group"
+      ? `Group · ${c.participants.length}`
+      : (others.map(nameOf).join(", ") || nameOf(c.participants[0] ?? "") || "Conversation"));
+  const lastMessage = overlay?.lastMessage ?? c.lastMessage;
+  const lastAt = overlay?.lastAt ?? c.lastAt;
+  return {
+    threadId: c.threadId, title, subject: c.subject, membership: c.membership,
+    participants: c.participants, unread: c.unread,
+    ...(lastMessage ? { lastMessage } : {}), ...(lastAt ? { 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, reactions: [] }] }],
+  ["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, reactions: [] }] }],
+]);
+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, opts?: { parentInteractionId?: 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, reactions: [],
+        ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+      }];
+      notifyMock();
+    }
+  }, [threadId]);
+  const react = useCallback((interactionId: string, emoji: string) => {
+    const t = MOCK_STORE.get(threadId);
+    if (!t) return;
+    t.messages = t.messages.map((m) => {
+      if (m.id !== interactionId) return m;
+      const has = (m.reactions ?? []).find((r) => r.emoji === emoji);
+      const reactions = has
+        ? (m.reactions ?? []).filter((r) => r.emoji !== emoji)
+        : [...(m.reactions ?? []), { emoji, count: 1, mine: true }];
+      return { ...m, reactions };
+    });
+    notifyMock();
+  }, [threadId]);
+  return {
+    loading: false, error: null, messages: thread?.messages ?? [], send, react,
+    typingUserIds: [], seenIds: new Set(), refetch: notifyMock,
+  };
+}
+
+function useMockGroupSettings(threadId: string): GroupSettingsData {
+  useMockSubscription();
+  const nameById = useMemo(() => Object.fromEntries(MOCK_PEOPLE.map((p) => [p.id, p.name])), []);
+  const t = MOCK_STORE.get(threadId);
+  const members: UiMember[] = (t?.participants ?? []).map((id) => ({
+    userId: id,
+    displayName: id === "me" ? "You" : (nameById[id] ?? `User ${shortId(id)}`),
+    role: id === "me" ? "ADMIN" : "MEMBER",
+  }));
+  const rename = useCallback(async (subject: string) => {
+    const th = MOCK_STORE.get(threadId);
+    if (th) { th.subject = subject; notifyMock(); }
+  }, [threadId]);
+  const addMember = useCallback(async (userId: string) => {
+    const th = MOCK_STORE.get(threadId);
+    if (th && !th.participants.includes(userId)) { th.participants = [...th.participants, userId]; notifyMock(); }
+  }, [threadId]);
+  const removeMember = useCallback(async (userId: string) => {
+    const th = MOCK_STORE.get(threadId);
+    if (th) { th.participants = th.participants.filter((p) => p !== userId); notifyMock(); }
+  }, [threadId]);
+  return { loading: false, error: null, members, isAdmin: true, rename, addMember, removeMember, refetch: notifyMock };
+}

src/lib/messenger-socket.tsx

@@ -0,0 +1,149 @@
+"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.
+//
+// Beyond plain messages, the kernel exposes typing, read receipts, and reactions (generic
+// annotations). This provider fans each server event out to per-thread listeners so the UI can
+// render typing indicators, "seen" ticks, and emoji reactions live.
+
+import { createContext, useCallback, useContext, useEffect, useRef, useState, type ReactNode } from "react";
+import { MessageSocket, type Message, type AnnotationEvent } from "@insignia/iios-kernel-client";
+import { useAuth, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+import { toReactions, type UiMessage } from "./messenger-api";
+
+interface RealtimeDTO { url: string; audience: string; token?: string }
+
+export interface ReceiptHit { interactionId: string; actorId: string }
+
+export interface MessengerSocket {
+  ready: boolean;
+  myUserId?: string;
+  openThread: (threadId: string) => Promise<UiMessage[]>;
+  send: (threadId: string, content: string, opts?: { parentInteractionId?: string; attachment?: { contentRef: string; mimeType: string; sizeBytes: number } }) => Promise<void>;
+  subscribe: (threadId: string, cb: (m: UiMessage) => void) => () => void;
+  /** Fires for EVERY inbound message regardless of thread — drives live sidebar previews. */
+  onAnyMessage: (cb: (threadId: string, m: UiMessage) => void) => () => void;
+  sendTyping: (threadId: string) => void;
+  onTyping: (threadId: string, cb: (userId: string) => void) => () => void;
+  markRead: (threadId: string, interactionId: string) => void;
+  /** The kernel's receipt event carries no threadId, so this is a global stream; the thread hook
+   *  filters to receipts for its own (mine) messages. */
+  onReceipt: (cb: (e: ReceiptHit) => void) => () => void;
+  react: (threadId: string, interactionId: string, emoji: string) => void;
+  onAnnotation: (threadId: string, cb: (e: AnnotationEvent) => 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, senderId: m.senderId ?? null, text: m.content ?? "", at: m.createdAt,
+  mine: !!myUserId && m.senderId === myUserId,
+  ...(m.parentInteractionId ? { parentInteractionId: m.parentInteractionId } : {}),
+  ...(m.attachment ? { attachment: { contentRef: m.attachment.contentRef, mimeType: m.attachment.mimeType, sizeBytes: m.attachment.sizeBytes } } : {}),
+  reactions: toReactions(m.annotations, 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>;
+}
+
+// A tiny per-thread listener registry, reused for messages / typing / receipts / annotations.
+function makeRegistry<T>() {
+  const map = new Map<string, Set<(v: T) => void>>();
+  const add = (key: string, cb: (v: T) => void) => {
+    if (!map.has(key)) map.set(key, new Set());
+    map.get(key)!.add(cb);
+    return () => { map.get(key)?.delete(cb); };
+  };
+  const emit = (key: string, v: T) => map.get(key)?.forEach((cb) => cb(v));
+  return { add, emit };
+}
+
+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 myRef = useRef<string | undefined>(user?.id);
+  myRef.current = user?.id;
+
+  // One registry per event kind, keyed by threadId (plus a global message fan-out).
+  const msgReg = useRef(makeRegistry<UiMessage>()).current;
+  const anyMsg = useRef(new Set<(threadId: string, m: UiMessage) => void>()).current;
+  const typingReg = useRef(makeRegistry<string>()).current;
+  const receiptSet = useRef(new Set<(e: ReceiptHit) => void>()).current;
+  const annReg = useRef(makeRegistry<AnnotationEvent>()).current;
+
+  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 ui = toUi(m, myRef.current);
+      msgReg.emit(m.threadId, ui);
+      anyMsg.forEach((cb) => cb(m.threadId, ui));
+    });
+    const offTyping = socket.on("typing", (e) => { if (e.userId !== myRef.current) typingReg.emit(e.threadId, e.userId); });
+    const offReceipt = socket.on("receipt", (e) => receiptSet.forEach((cb) => cb({ interactionId: e.interactionId, actorId: e.actorId })));
+    const offAnn = socket.on("annotation", (e) => annReg.emit(e.threadId, e));
+    socket.connect();
+    return () => {
+      offConnected(); offMessage(); offTyping(); offReceipt(); offAnn();
+      socket.disconnect(); socketRef.current = null; setReady(false);
+    };
+  }, [url, token, msgReg, anyMsg, typingReg, receiptSet, annReg]);
+
+  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, opts?: { parentInteractionId?: string; attachment?: { contentRef: string; mimeType: string; sizeBytes: number } }) => {
+    const s = socketRef.current;
+    if (!s) throw new Error("Not connected");
+    const sendOpts = {
+      ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+      ...(opts?.attachment ? { attachment: opts.attachment } : {}),
+    };
+    await s.sendMessage(threadId, content, Object.keys(sendOpts).length ? sendOpts : undefined);
+  }, []);
+
+  const subscribe = useCallback((threadId: string, cb: (m: UiMessage) => void) => msgReg.add(threadId, cb), [msgReg]);
+  const onAnyMessage = useCallback((cb: (threadId: string, m: UiMessage) => void) => {
+    anyMsg.add(cb); return () => { anyMsg.delete(cb); };
+  }, [anyMsg]);
+  const onTyping = useCallback((threadId: string, cb: (userId: string) => void) => typingReg.add(threadId, cb), [typingReg]);
+  const onReceipt = useCallback((cb: (e: ReceiptHit) => void) => {
+    receiptSet.add(cb); return () => { receiptSet.delete(cb); };
+  }, [receiptSet]);
+  const onAnnotation = useCallback((threadId: string, cb: (e: AnnotationEvent) => void) => annReg.add(threadId, cb), [annReg]);
+
+  const sendTyping = useCallback((threadId: string) => socketRef.current?.typing(threadId), []);
+  const markRead = useCallback((threadId: string, interactionId: string) => { void socketRef.current?.markRead(threadId, interactionId); }, []);
+  const react = useCallback((threadId: string, interactionId: string, emoji: string) => { void socketRef.current?.react(threadId, interactionId, emoji); }, []);
+
+  return (
+    <Ctx.Provider value={{
+      ready, myUserId: user?.id, openThread, send, subscribe, onAnyMessage,
+      sendTyping, onTyping, markRead, onReceipt, react, onAnnotation,
+    }}>
+      {children}
+    </Ctx.Provider>
+  );
+}

src/lib/team-api.ts

@@ -48,10 +48,10 @@ export interface TeamData {
   setMemberRoles: (id: string, roleIds: string[]) => Promise<void>;
   updateMember: (id: string, patch: { title?: string; roleIds?: string[] }) => Promise<void>;
   removeMember: (id: string) => Promise<void>;
-  /** Create an invite; resolves with the accept token so the caller can email the link. */
-  invite: (email: string, roleIds: string[]) => Promise<{ token?: string }>;
-  /** Resend an invite (regenerates the token); resolves with the fresh token. */
-  resendInvite: (id: string) => Promise<{ token?: string }>;
+  /** 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>;
   refetch: () => void;
@@ -117,9 +117,8 @@ function useMockTeam(): TeamData {
   const removeMember = useCallback(async (id: string) => { setMembers((l) => l.filter((m) => m.id !== id)); }, []);
   const invite = useCallback(async (email: string, roleIds: string[]) => {
     setInvites((l) => [{ id: `inv_${Date.now()}`, email, roleIds, invitedBy: "James Carter", sentAt: "Just now" }, ...l]);
-    return {};
   }, []);
-  const resendInvite = useCallback(async () => ({}), []);
+  const resendInvite = useCallback(async () => {}, []);
   const revokeInvite = useCallback(async (id: string) => { setInvites((l) => l.filter((i) => i.id !== id)); }, []);
   const setPermission = useCallback(async (roleId: string, permId: string, granted: boolean) => {
     setRoles((l) => l.map((r) => (r.id !== roleId ? r : {
@@ -191,16 +190,8 @@ function useLiveTeam(): TeamData {
       id, ...(patch.title !== undefined ? { jobTitle: patch.title } : {}), ...(patch.roleIds ? { roleIds: patch.roleIds } : {}),
     }),
     removeMember: (id) => cmd("crm.team.member.remove", { id }),
-    invite: async (email, roleIds) => {
-      const dto = (await sdk.command("crm.team.invitation.create", { email, roleIds })) as { token?: string } | undefined;
-      refetch();
-      return { token: dto?.token };
-    },
-    resendInvite: async (id) => {
-      const res = (await sdk.command("crm.team.invitation.resend", { id })) as { token?: string } | undefined;
-      refetch();
-      return { token: res?.token };
-    },
+    invite: (email, roleIds) => cmd("crm.team.invitation.create", { email, roleIds }),
+    resendInvite: (id) => cmd("crm.team.invitation.resend", { id }),
     revokeInvite: (id) => cmd("crm.team.invitation.revoke", { id }),
     setPermission: (roleId, permId, granted) =>
       cmd(granted ? "crm.team.role.addPermission" : "crm.team.role.removePermission", { id: roleId, permissionId: permId }),