Merge remote-tracking branch 'origin/goutamnextflow' into feat/projects

# Conflicts:
#	src/app/dashboard/dashboard.css
#	src/components/dashboard/dashboard.tsx

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

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

next.config.ts

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

package-lock.json

@@ -10,6 +10,7 @@
       "dependencies": {
         "@abe-kap/appshell-sdk": "^0.2.6",
         "@insignia/iios-kernel-client": "^0.1.4",
+        "@insignia/iios-messaging-ui": "^0.1.2",
         "clsx": "^2.1.1",
         "lucide-react": "^1.21.0",
         "next": "16.2.9",
@@ -1026,6 +1027,21 @@
         "socket.io-client": "^4.8.1"
       }
     },
+    "node_modules/@insignia/iios-messaging-ui": {
+      "version": "0.1.2",
+      "resolved": "https://git.lynkedup.cloud/api/packages/insignia/npm/%40insignia%2Fiios-messaging-ui/-/0.1.2/iios-messaging-ui-0.1.2.tgz",
+      "integrity": "sha512-YsoTM9vmjQ+dk6Hch5nXuqMFAdybd3luAZepfaliOw727ylc8FPAtwTMMcIWQ3WOQPa2eKeGLiEpo61QCO0GrA==",
+      "peerDependencies": {
+        "@insignia/iios-kernel-client": "*",
+        "react": ">=18",
+        "react-dom": ">=18"
+      },
+      "peerDependenciesMeta": {
+        "@insignia/iios-kernel-client": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/@jridgewell/gen-mapping": {
       "version": "0.3.13",
       "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.13.tgz",

package.json

@@ -11,6 +11,7 @@
   "dependencies": {
     "@abe-kap/appshell-sdk": "^0.2.6",
     "@insignia/iios-kernel-client": "^0.1.4",
+    "@insignia/iios-messaging-ui": "^0.1.2",
     "clsx": "^2.1.1",
     "lucide-react": "^1.21.0",
     "next": "16.2.9",

src/app/dashboard/dashboard.css

@@ -133,6 +133,21 @@
   
   .dash-content { padding: 22px 28px 40px; width: 100%; }
   .sec-title { font-size: 15px; font-weight: 700; margin: 6px 0 14px; }
+
+  /* Host for @insignia/iios-messaging-ui: a fixed-height card that maps the SDK's --miu-* tokens
+     onto the CRM design system, so the drop-in SDK matches the rest of the app. */
+  .dash-root .miu-host { height: 620px; border: 1px solid var(--border); border-radius: 16px; overflow: hidden; }
+  .dash-root .miu-host .miu-messenger,
+  .dash-root .miu-host .miu-inbox {
+    --miu-bg: var(--bg);
+    --miu-panel: var(--panel);
+    --miu-panel-2: var(--panel-2);
+    --miu-border: var(--border);
+    --miu-text: var(--text);
+    --miu-muted: var(--muted);
+    --miu-accent: var(--orange);
+    --miu-accent-text: #1a1206;
+  }
   
   /* ---- grid helpers ---- */
   .grid { display: grid; gap: 16px; }
@@ -432,8 +447,10 @@
   .dash-root .ds-modal.size-sm { max-width: 400px; }
   .dash-root .ds-modal.size-md { max-width: 540px; }
   .dash-root .ds-modal.size-lg { max-width: 760px; }
+  .dash-root .ds-modal.size-xl { max-width: 980px; }
   .dash-root .ds-modal-head { display: flex; align-items: flex-start; justify-content: space-between; gap: 12px; padding: 20px 20px 14px; border-bottom: 1px solid var(--border); }
   .dash-root .ds-modal-head-l { display: flex; gap: 12px; align-items: center; }
+  .dash-root .ds-modal-head-r { display: flex; gap: 8px; align-items: center; flex: 0 0 auto; }
   .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; }
@@ -907,7 +924,7 @@
   .dash-root .tm .ds-btn.v-primary { background: rgba(253, 169, 19, 0.92); color: #fff; border-radius: 9.132px; box-shadow: 0 8px 20px -10px rgba(253, 169, 19, 0.75); }
   .dash-root .tm .ds-btn.v-primary svg { color: #fff; }
   .dash-root .tm .ds-btn.v-primary:not(:disabled):hover { background: rgba(253, 169, 19, 1); }
-  .dash-root .tm-toolbar { display: flex; align-items: center; gap: 12px; flex-wrap: wrap; }
+  .dash-root .tm-toolbar { display: flex; align-items: center; gap: 12px; flex-wrap: wrap; margin-bottom: 12px; }
   .dash-root .tm-search { display: flex; align-items: center; gap: 8px; flex: 1; min-width: 220px; height: 44px; padding: 0 13px; border-radius: 13px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); transition: 0.14s; }
   .dash-root .tm-search:focus-within { border-color: var(--orange); box-shadow: 0 0 0 3px var(--ring); color: var(--orange); }
   .dash-root .tm-search .ds-input { flex: 1; }
@@ -1139,248 +1156,57 @@
     .dash-root .ai-caps { grid-template-columns: 1fr; }
     .dash-root .ai-bubble { max-width: 86%; }
     .dash-root .ai-view { height: calc(100vh - 150px); }
+    .dash-root .proj-row { grid-template-columns: 1fr !important; row-gap: 8px; padding: 14px 16px; }
+    .dash-root .proj-head { display: none; }
+    .dash-root .proj-c-act { justify-self: end; }
   }
 
-  /* ========================================================== */
-  /* Leads — pipeline board + rich detail popup                 */
-  /* ========================================================== */
+  /* ---- Projects (Construction + Pipeline Leads) ---- */
+  .dash-root .proj-toolbar .tm-tabs { flex: 0 0 auto; }
+  .dash-root .proj-toolbar .tm-chips { flex: 0 0 auto; margin-left: auto; }
+  .dash-root .proj-table { display: flex; flex-direction: column; }
+  .dash-root .proj-row { display: grid; align-items: center; gap: 14px; padding: 13px 18px; border-bottom: 1px solid var(--border); }
+  .dash-root .proj-row:last-child { border-bottom: 0; }
+  .dash-root .proj-head { color: var(--faint); font-size: 10.5px; font-weight: 700; letter-spacing: 0.08em; text-transform: uppercase; text-align: center; }
+  .dash-root .proj-row:not(.proj-head):hover { background: color-mix(in srgb, var(--panel-2) 60%, transparent); }
+  .dash-root .proj-lead { min-width: 0; }
+  .dash-root .proj-lead-name { font-size: 13.5px; font-weight: 700; }
+  .dash-root .proj-lead-sub { font-size: 12px; color: var(--muted); white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
+  .dash-root .proj-text { font-size: 13px; color: var(--text-2); text-align: center; }
+  .dash-root .proj-c-num { text-align: center; }
+  .dash-root .proj-row .ds-pill { justify-self: center; justify-content: center; }
+  .dash-root .proj-c-act { display: flex; justify-content: center; align-items: center; gap: 6px; position: relative; }
+  .dash-root .proj-cd-search { margin-bottom: 14px; }
+  .dash-root .proj-cd-table { margin-bottom: 14px; }
+  .dash-root .proj-progress { display: flex; align-items: center; gap: 8px; }
+  .dash-root .proj-progress-track { flex: 1; display: block; height: 6px; border-radius: 99px; background: var(--track); overflow: hidden; }
+  .dash-root .proj-progress-fill { display: block; height: 100%; border-radius: 99px; background: var(--orange); transition: width 0.5s cubic-bezier(0.2,0.7,0.2,1); }
+  .dash-root .proj-progress b { font-size: 12px; font-weight: 700; color: var(--text-2); flex: 0 0 auto; }
+  .dash-root .proj-health { font-weight: 800; text-align: center; }
+  .dash-root .proj-empty { display: flex; flex-direction: column; align-items: center; gap: 12px; padding: 54px 20px; color: var(--muted); text-align: center; }
+  .dash-root .proj-foot { display: flex; align-items: center; justify-content: space-between; padding: 16px 4px 0; font-size: 12.5px; color: var(--muted); }
+  .dash-root .proj-foot b { color: var(--text); font-size: 15px; font-weight: 800; }
+  .dash-root .proj-detail-row { display: flex; align-items: center; justify-content: space-between; padding: 9px 0; border-bottom: 1px solid var(--border); font-size: 13px; }
+  .dash-root .proj-detail-row span { color: var(--muted); }
+  .dash-root .proj-detail-row b { color: var(--text); font-weight: 700; }
 
-  /* ---- stat strip ---- */
-  .dash-root .leads-stats { display: grid; grid-template-columns: repeat(5, 1fr); gap: 12px; margin-bottom: 18px; }
-  .dash-root .leads-stat { display: flex; align-items: center; gap: 12px; padding: 14px 16px; border-radius: 16px; border: 1px solid var(--border); background: var(--card-grad); box-shadow: var(--card-hi); position: relative; overflow: hidden; }
-  .dash-root .leads-stat::before { content: ""; position: absolute; left: 0; top: 0; bottom: 0; width: 3px; background: var(--orange); }
-  .dash-root .leads-stat.tone-blue::before { background: var(--blue); }
-  .dash-root .leads-stat.tone-purple::before { background: var(--purple); }
-  .dash-root .leads-stat.tone-green::before { background: var(--green); }
-  .dash-root .leads-stat.tone-orange::before { background: var(--orange); }
-  .dash-root .leads-stat-ic { width: 38px; height: 38px; border-radius: 11px; display: grid; place-items: center; background: color-mix(in srgb, var(--orange) 14%, transparent); color: var(--orange); flex: 0 0 auto; }
-  .dash-root .leads-stat.tone-blue .leads-stat-ic { background: color-mix(in srgb, var(--blue) 16%, transparent); color: #6f9bff; }
-  .dash-root .leads-stat.tone-purple .leads-stat-ic { background: color-mix(in srgb, var(--purple) 16%, transparent); color: #b07bf2; }
-  .dash-root .leads-stat.tone-green .leads-stat-ic { background: color-mix(in srgb, var(--green) 16%, transparent); color: var(--green); }
-  .dash-root .leads-stat-val { font-size: 22px; font-weight: 800; line-height: 1; letter-spacing: -0.02em; }
-  .dash-root .leads-stat-lbl { font-size: 11.5px; color: var(--muted); font-weight: 600; margin-top: 4px; }
-
-  /* ---- toolbar ---- */
-  .dash-root .leads-toolbar { display: flex; align-items: center; gap: 12px; margin-bottom: 16px; flex-wrap: wrap; }
-  .dash-root .leads-search { display: flex; align-items: center; gap: 9px; flex: 1 1 260px; min-width: 220px; height: 42px; padding: 0 12px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel); color: var(--muted); }
-  .dash-root .leads-search:focus-within { border-color: color-mix(in srgb, var(--orange) 55%, var(--border)); box-shadow: 0 0 0 3px color-mix(in srgb, var(--orange) 14%, transparent); }
-  .dash-root .leads-search input { flex: 1; border: 0; background: none; outline: none; color: var(--text); font-family: inherit; font-size: 13.5px; }
-  .dash-root .leads-search input::placeholder { color: var(--muted); }
-  .dash-root .leads-search-x { border: 0; background: none; color: var(--muted); cursor: pointer; display: grid; place-items: center; padding: 2px; border-radius: 6px; }
-  .dash-root .leads-search-x:hover { color: var(--text); background: var(--panel-3); }
-  .dash-root .leads-tabs { display: inline-flex; gap: 3px; padding: 4px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel); }
-  .dash-root .leads-tab { border: 0; background: none; color: var(--muted); font-family: inherit; font-size: 12.5px; font-weight: 600; padding: 7px 13px; border-radius: 9px; cursor: pointer; transition: 0.14s; }
-  .dash-root .leads-tab:hover { color: var(--text-2); }
-  .dash-root .leads-tab.active { background: var(--orange); color: #1a1205; box-shadow: 0 4px 12px -4px color-mix(in srgb, var(--orange) 60%, transparent); }
-
-  /* ---- board ---- */
-  .dash-root .leads-grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(320px, 1fr)); gap: 14px; }
-  .dash-root .lead-card { text-align: left; width: 100%; cursor: pointer; display: flex; flex-direction: column; gap: 11px; padding: 16px 17px; border-radius: 18px; border: 1px solid var(--border); background: var(--card-grad); box-shadow: var(--card-hi), 0 1px 2px rgba(0,0,0,0.18); font-family: inherit; color: var(--text); transition: transform 0.16s ease, border-color 0.16s ease, box-shadow 0.16s ease; }
-  .dash-root .lead-card:hover { transform: translateY(-3px); border-color: color-mix(in srgb, var(--orange) 40%, var(--border)); box-shadow: var(--shadow), 0 14px 34px -20px color-mix(in srgb, var(--orange) 50%, transparent); }
-  .dash-root .lead-card-top { display: flex; align-items: center; gap: 12px; }
-  .dash-root .lead-ava { position: relative; border-radius: 50%; padding: 3px; display: inline-flex; }
-  .dash-root .lead-ava.prio-high { box-shadow: 0 0 0 2px color-mix(in srgb, var(--red) 70%, transparent); }
-  .dash-root .lead-ava.prio-medium { box-shadow: 0 0 0 2px color-mix(in srgb, var(--orange) 70%, transparent); }
-  .dash-root .lead-ava.prio-low { box-shadow: 0 0 0 2px var(--border-2); }
-  .dash-root .lead-card-id { flex: 1; min-width: 0; }
-  .dash-root .lead-card-name { font-size: 15px; font-weight: 700; letter-spacing: -0.01em; }
-  .dash-root .lead-card-sub { display: flex; align-items: center; gap: 4px; font-size: 11.5px; color: var(--muted); margin-top: 2px; }
-  .dash-root .lead-card-sub svg { color: var(--orange); }
-  .dash-root .lead-code { font-family: ui-monospace, monospace; font-size: 11px; color: var(--text-2); }
-  .dash-root .lead-card-row { display: flex; align-items: center; gap: 8px; font-size: 12.5px; color: var(--text-2); }
-  .dash-root .lead-card-row svg { color: var(--muted); flex: 0 0 auto; }
-  .dash-root .lead-card-row span { overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
-  .dash-root .lead-card-foot { display: flex; align-items: center; gap: 8px; margin-top: 3px; padding-top: 11px; border-top: 1px solid var(--border); }
-  .dash-root .lead-source { display: inline-flex; align-items: center; gap: 4px; font-size: 11px; color: var(--muted); }
-  .dash-root .lead-card-spacer { flex: 1; }
-  .dash-root .lead-rep { font-size: 11.5px; color: var(--text-2); font-weight: 600; }
-  .dash-root .lead-updated { font-size: 10.5px; color: var(--faint, var(--muted)); }
-
-  .dash-root .leads-empty { display: flex; flex-direction: column; align-items: center; text-align: center; gap: 6px; padding: 48px 20px; color: var(--muted); }
-  .dash-root .leads-empty svg { color: var(--muted); margin-bottom: 6px; }
-  .dash-root .leads-empty h3 { font-size: 16px; color: var(--text); }
-
-  /* ---- detail popup ---- */
-  .dash-root .lead-detail { display: flex; flex-direction: column; gap: 16px; }
-  .dash-root .ld-identity { display: flex; align-items: center; gap: 14px; }
-  .dash-root .ld-identity-name { font-size: 18px; font-weight: 800; letter-spacing: -0.01em; }
-  .dash-root .ld-identity-pills { display: flex; gap: 6px; margin-top: 6px; }
-  .dash-root .ld-storm { display: flex; align-items: center; gap: 12px; padding: 12px 14px; border-radius: 14px; border: 1px solid color-mix(in srgb, var(--orange) 30%, var(--border)); background: color-mix(in srgb, var(--orange) 9%, transparent); }
-  .dash-root .ld-storm-ic { width: 36px; height: 36px; border-radius: 10px; display: grid; place-items: center; background: color-mix(in srgb, var(--orange) 18%, transparent); color: var(--orange); flex: 0 0 auto; }
-  .dash-root .ld-storm-zone { font-size: 13.5px; font-weight: 700; }
-  .dash-root .ld-storm-meta { font-size: 12px; color: var(--muted); margin-top: 2px; }
-
-  .dash-root .ld-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; }
-  .dash-root .ld-section { border: 1px solid var(--border); border-radius: 14px; background: var(--panel-2); padding: 14px 15px; }
-  .dash-root .ld-section.wide { grid-column: 1 / -1; }
-  .dash-root .ld-section-head { display: flex; align-items: center; gap: 8px; font-size: 12px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.04em; color: var(--orange); margin-bottom: 12px; }
-  .dash-root .ld-section-body { display: flex; flex-direction: column; gap: 3px; }
-  .dash-root .ld-dl { display: flex; align-items: baseline; justify-content: space-between; gap: 12px; padding: 6px 0; border-bottom: 1px dashed var(--border); }
-  .dash-root .ld-dl:last-child { border-bottom: 0; }
-  .dash-root .ld-dl-k { font-size: 12px; color: var(--muted); flex: 0 0 auto; }
-  .dash-root .ld-dl-v { font-size: 12.5px; color: var(--text); font-weight: 600; text-align: right; }
-  .dash-root .ld-assign { display: grid; grid-template-columns: 1fr 1fr; gap: 0 18px; }
-  .dash-root .ld-sublabel { font-size: 10.5px; text-transform: uppercase; letter-spacing: 0.05em; color: var(--faint, var(--muted)); font-weight: 700; margin: 8px 0 6px; }
-  .dash-root .ld-sublabel:first-child { margin-top: 0; }
-  .dash-root .ld-contact-row { display: flex; align-items: center; gap: 8px; padding: 5px 0; font-size: 12.5px; color: var(--text); }
-  .dash-root .ld-contact-row svg { color: var(--muted); flex: 0 0 auto; }
-  .dash-root .ld-contact-val { font-weight: 600; }
-  .dash-root .ld-contact-tag { font-size: 10.5px; color: var(--muted); padding: 2px 7px; border-radius: 99px; background: var(--panel-3); }
-  .dash-root .ld-notes p { font-size: 12.5px; color: var(--text-2); line-height: 1.5; margin-top: 2px; }
-
-  /* ---- New Lead form ---- */
-  .dash-root .nl-form { display: flex; flex-direction: column; gap: 16px; }
-  .dash-root .nl-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 0 14px; }
-  .dash-root .nl-grid .ds-field { margin-bottom: 0; }
-  .dash-root .nl-grid > .ds-field, .dash-root .nl-grid > .nl-full { margin-bottom: 14px; }
-  .dash-root .nl-full { grid-column: 1 / -1; }
-  .dash-root .nl-full .ds-field { margin-bottom: 0; }
-  .dash-root .nl-prio { display: flex; gap: 8px; }
-  .dash-root .nl-prio-btn { flex: 1; height: 42px; border-radius: 11px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); font-family: inherit; font-size: 13px; font-weight: 700; cursor: pointer; transition: 0.14s; }
-  .dash-root .nl-prio-btn:hover { color: var(--text-2); border-color: var(--muted); }
-  .dash-root .nl-prio-btn.active.low { background: color-mix(in srgb, var(--muted) 22%, transparent); color: var(--text); border-color: var(--muted); }
-  .dash-root .nl-prio-btn.active.medium { background: color-mix(in srgb, var(--orange) 18%, transparent); color: var(--orange); border-color: color-mix(in srgb, var(--orange) 55%, transparent); }
-  .dash-root .nl-prio-btn.active.high { background: color-mix(in srgb, var(--red) 18%, transparent); color: var(--red); border-color: color-mix(in srgb, var(--red) 55%, transparent); }
-  .dash-root .nl-prio-btn.urg.active.standard { background: color-mix(in srgb, var(--muted) 20%, transparent); color: var(--text); border-color: var(--muted); }
-  .dash-root .nl-prio-btn.urg.active.high { background: color-mix(in srgb, var(--orange) 18%, transparent); color: var(--orange); border-color: color-mix(in srgb, var(--orange) 55%, transparent); }
-  .dash-root .nl-prio-btn.urg.active.emergency { background: color-mix(in srgb, var(--red) 20%, transparent); color: var(--red); border-color: color-mix(in srgb, var(--red) 60%, transparent); }
-
-  /* multi-value rows (phones / emails) */
-  .dash-root .nl-multirow { display: flex; gap: 8px; margin-bottom: 8px; }
-  .dash-root .nl-multirow .ds-input { flex: 1; }
-  .dash-root .nl-typesel { flex: 0 0 108px; width: 108px; }
-  .dash-root .nl-rowx { flex: 0 0 auto; width: 42px; border-radius: 11px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); cursor: pointer; display: grid; place-items: center; transition: 0.14s; }
-  .dash-root .nl-rowx:hover { color: var(--red); border-color: color-mix(in srgb, var(--red) 50%, transparent); }
-  .dash-root .nl-add { display: inline-flex; align-items: center; gap: 6px; margin-top: 2px; padding: 8px 13px; border-radius: 10px; border: 1px dashed var(--border-2); background: none; color: var(--orange); font-family: inherit; font-size: 12.5px; font-weight: 700; cursor: pointer; transition: 0.14s; }
-  .dash-root .nl-add:hover { background: color-mix(in srgb, var(--orange) 10%, transparent); border-color: color-mix(in srgb, var(--orange) 45%, transparent); }
-  .dash-root .nl-empty { font-size: 12.5px; color: var(--faint, var(--muted)); padding: 8px 0 10px; }
-
-  /* site photos dropzone */
-  .dash-root .nl-photos { width: 100%; display: flex; flex-direction: column; align-items: center; gap: 3px; padding: 22px; border-radius: 14px; border: 1.5px dashed var(--border-2); background: var(--panel-2); color: var(--muted); cursor: pointer; transition: 0.14s; }
-  .dash-root .nl-photos:hover { border-color: color-mix(in srgb, var(--orange) 50%, transparent); color: var(--orange); background: color-mix(in srgb, var(--orange) 7%, transparent); }
-  .dash-root .nl-photos-t { font-size: 13px; font-weight: 700; color: var(--text-2); }
-  .dash-root .nl-photos:hover .nl-photos-t { color: var(--orange); }
-  .dash-root .nl-photos-s { font-size: 11px; }
-  .dash-root .nl-photo-chips { display: flex; flex-wrap: wrap; gap: 6px; margin-top: 10px; }
-  .dash-root .nl-photo-chip { display: inline-flex; align-items: center; gap: 5px; font-size: 11.5px; font-weight: 600; padding: 5px 10px; border-radius: 99px; background: color-mix(in srgb, var(--green) 15%, transparent); color: var(--green); }
-  .dash-root .ds-select.is-placeholder { color: var(--faint, var(--muted)); }
-
-  /* Canvasser search (Door Knock source) */
-  .dash-root .nl-canvasser { position: relative; }
-  .dash-root .nl-canvasser-menu { position: absolute; top: calc(100% + 4px); left: 0; right: 0; z-index: 30; max-height: 220px; overflow-y: auto; border: 1px solid var(--border-2); border-radius: 12px; background: var(--panel); box-shadow: 0 12px 32px rgba(0,0,0,0.28); padding: 5px; }
-  .dash-root .nl-canvasser-opt { display: flex; align-items: center; gap: 9px; width: 100%; padding: 7px 9px; border: none; border-radius: 9px; background: transparent; color: var(--text); font-family: inherit; font-size: 13px; text-align: left; cursor: pointer; transition: 0.12s; }
-  .dash-root .nl-canvasser-opt:hover { background: var(--panel-2); }
-  .dash-root .nl-canvasser-name { font-weight: 700; }
-  .dash-root .nl-canvasser-email { color: var(--muted); font-size: 12px; }
-  .dash-root .nl-canvasser-opt .nl-canvasser-email { margin-left: auto; }
-  .dash-root .nl-canvasser-empty { padding: 10px; color: var(--muted); font-size: 12.5px; text-align: center; }
-  .dash-root .nl-canvasser-chip { display: flex; align-items: center; gap: 9px; padding: 7px 10px; border: 1px solid var(--border-2); border-radius: 12px; background: var(--panel-2); }
-  .dash-root .nl-canvasser-chip .nl-canvasser-email { margin-left: 2px; }
-  .dash-root .nl-canvasser-clear { margin-left: auto; display: grid; place-items: center; width: 26px; height: 26px; border: none; border-radius: 8px; background: transparent; color: var(--muted); cursor: pointer; transition: 0.12s; }
-  .dash-root .nl-canvasser-clear:hover { background: color-mix(in srgb, var(--red) 15%, transparent); color: var(--red); }
-
-  /* ========================================================== */
-  /* Lead Verification — stat tiles + filters + table           */
-  /* ========================================================== */
-  .dash-root .lv-stats { display: grid; grid-template-columns: repeat(5, 1fr); gap: 12px; margin-bottom: 18px; }
-  .dash-root .lv-stat { display: flex; flex-direction: column; align-items: flex-start; gap: 2px; padding: 14px 16px; border-radius: 16px; border: 1px solid var(--border); background: var(--card-grad); box-shadow: var(--card-hi); cursor: pointer; text-align: left; font-family: inherit; transition: 0.15s; position: relative; }
-  .dash-root .lv-stat:hover { border-color: var(--border-2); transform: translateY(-2px); }
-  .dash-root .lv-stat.active { border-color: color-mix(in srgb, var(--accent, var(--orange)) 60%, transparent); box-shadow: var(--card-hi), 0 0 0 1px color-mix(in srgb, var(--accent, var(--orange)) 40%, transparent); }
-  .dash-root .lv-stat-ic { width: 32px; height: 32px; border-radius: 9px; display: grid; place-items: center; margin-bottom: 6px; }
-  .dash-root .lv-stat-val { font-size: 22px; font-weight: 800; line-height: 1; letter-spacing: -0.02em; }
-  .dash-root .lv-stat-lbl { font-size: 11.5px; color: var(--muted); font-weight: 600; }
-  .dash-root .lv-stat.tone-green { --accent: var(--green); } .dash-root .lv-stat.tone-green .lv-stat-ic { background: color-mix(in srgb, var(--green) 16%, transparent); color: var(--green); }
-  .dash-root .lv-stat.tone-orange { --accent: var(--orange); } .dash-root .lv-stat.tone-orange .lv-stat-ic { background: color-mix(in srgb, var(--orange) 16%, transparent); color: var(--orange); }
-  .dash-root .lv-stat.tone-blue { --accent: var(--blue); } .dash-root .lv-stat.tone-blue .lv-stat-ic { background: color-mix(in srgb, var(--blue) 18%, transparent); color: #6f9bff; }
-  .dash-root .lv-stat.tone-purple { --accent: var(--purple); } .dash-root .lv-stat.tone-purple .lv-stat-ic { background: color-mix(in srgb, var(--purple) 18%, transparent); color: #b07bf2; }
-  .dash-root .lv-stat.tone-red { --accent: var(--red); } .dash-root .lv-stat.tone-red .lv-stat-ic { background: color-mix(in srgb, var(--red) 16%, transparent); color: var(--red); }
-
-  .dash-root .lv-toolbar { display: flex; align-items: center; gap: 10px; margin-bottom: 14px; flex-wrap: wrap; }
-  .dash-root .lv-search { display: flex; align-items: center; gap: 9px; flex: 1 1 240px; min-width: 200px; height: 42px; padding: 0 12px; border-radius: 12px; border: 1px solid var(--border); background: var(--panel); color: var(--muted); }
-  .dash-root .lv-search:focus-within { border-color: color-mix(in srgb, var(--orange) 55%, var(--border)); box-shadow: 0 0 0 3px color-mix(in srgb, var(--orange) 14%, transparent); }
-  .dash-root .lv-search input { flex: 1; border: 0; background: none; outline: none; color: var(--text); font-family: inherit; font-size: 13.5px; }
-  .dash-root .lv-search input::placeholder { color: var(--muted); }
-  .dash-root .lv-search-x { border: 0; background: none; color: var(--muted); cursor: pointer; display: grid; place-items: center; padding: 2px; border-radius: 6px; }
-  .dash-root .lv-search-x:hover { color: var(--text); background: var(--panel-3); }
-  .dash-root .lv-filter { height: 42px; flex: 0 0 auto; width: auto; min-width: 150px; }
-
-  .dash-root .lv-tablewrap { border: 1px solid var(--border); border-radius: 18px; background: var(--card-grad); box-shadow: var(--card-hi); overflow-x: auto; }
-  .dash-root .lv-table { width: 100%; border-collapse: collapse; min-width: 940px; }
-  .dash-root .lv-table thead th { text-align: left; font-size: 10.5px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.05em; color: var(--muted); padding: 14px 16px; border-bottom: 1px solid var(--border); white-space: nowrap; }
-  .dash-root .lv-table tbody td { padding: 13px 16px; border-bottom: 1px solid var(--border); font-size: 12.5px; vertical-align: middle; }
-  .dash-root .lv-table tbody tr:last-child td { border-bottom: 0; }
-  .dash-root .lv-table tbody tr { transition: background 0.12s; }
-  .dash-root .lv-table tbody tr:hover { background: color-mix(in srgb, var(--orange) 5%, transparent); }
-  .dash-root .lv-id { font-family: ui-monospace, monospace; font-size: 12px; font-weight: 700; color: var(--text); white-space: nowrap; }
-  .dash-root .lv-id-date { font-size: 10.5px; color: var(--faint, var(--muted)); margin-top: 2px; }
-  .dash-root .lv-cust { display: flex; align-items: center; gap: 10px; min-width: 210px; }
-  .dash-root .lv-cust-name { font-weight: 700; font-size: 13px; color: var(--text); }
-  .dash-root .lv-cust-addr { font-size: 11px; color: var(--muted); margin-top: 1px; }
-  .dash-root .lv-phone { color: var(--text-2); white-space: nowrap; }
-  .dash-root .lv-source { display: inline-block; font-size: 11.5px; font-weight: 600; color: var(--text-2); padding: 4px 10px; border-radius: 99px; background: var(--panel-3); white-space: nowrap; }
-  .dash-root .lv-assignee { display: flex; align-items: center; gap: 8px; white-space: nowrap; }
-  .dash-root .lv-assignee span { font-weight: 600; color: var(--text-2); font-size: 12px; }
-  .dash-root .lv-unassigned { font-size: 11.5px; color: var(--faint, var(--muted)); }
-  .dash-root .lv-verif { display: inline-flex; align-items: center; gap: 5px; font-size: 11.5px; font-weight: 600; white-space: nowrap; color: var(--muted); }
-  .dash-root .lv-verif.v-verified { color: var(--green); }
-  .dash-root .lv-verif.v-in_progress { color: var(--orange); }
-  .dash-root .lv-verif.v-assigned { color: #6f9bff; }
-  .dash-root .lv-verif.v-pending { color: #b07bf2; }
-  .dash-root .lv-verif.v-unverified { color: var(--red); }
-  .dash-root .lv-created { color: var(--muted); white-space: nowrap; }
-  .dash-root .lv-rowacts { display: flex; gap: 6px; }
-  .dash-root .lv-act { width: 32px; height: 32px; border-radius: 9px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); cursor: pointer; display: grid; place-items: center; transition: 0.14s; }
-  .dash-root .lv-act:hover { color: var(--text); border-color: var(--muted); }
-  .dash-root .lv-act.primary:hover { color: var(--green); border-color: color-mix(in srgb, var(--green) 50%, transparent); background: color-mix(in srgb, var(--green) 10%, transparent); }
-  .dash-root .lv-empty { text-align: center; color: var(--muted); padding: 40px 16px; font-size: 13px; }
-  .dash-root .lv-count { font-size: 11.5px; color: var(--muted); margin-top: 12px; text-align: right; }
-
-  /* ---- row actions dropdown (portalled to body) ---- */
-  .lv-menu-scrim { position: fixed; inset: 0; z-index: 90; }
-  .lv-menu { position: fixed; z-index: 91; width: 188px; padding: 6px; border-radius: 12px; border: 1px solid var(--border-2, rgba(255,255,255,0.12)); background: var(--panel, #0e0e13); box-shadow: 0 18px 44px -18px rgba(0,0,0,0.7); animation: ds-rise 0.13s ease; }
-  .lv-menu-item { display: flex; align-items: center; gap: 9px; width: 100%; padding: 9px 10px; border: 0; border-radius: 9px; background: none; color: var(--text-2, #eaeaea); font-family: inherit; font-size: 12.5px; font-weight: 600; cursor: pointer; text-align: left; }
-  .lv-menu-item:hover { background: var(--panel-3, #1b1b22); color: var(--text, #fff); }
-  .lv-menu-item svg { color: var(--muted, #8c8c8c); flex: 0 0 auto; }
-  .lv-menu-item:hover svg { color: var(--orange, #fda913); }
-
-  /* ---- verification detail popup ---- */
-  .dash-root .lv-detail { display: flex; flex-direction: column; gap: 16px; }
-  .dash-root .lv-d-identity { display: flex; align-items: center; gap: 14px; }
-  .dash-root .lv-d-name { font-size: 18px; font-weight: 800; letter-spacing: -0.01em; }
-  .dash-root .lv-d-pills { display: flex; align-items: center; gap: 8px; margin-top: 6px; }
-  .dash-root .lv-d-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 12px; }
-  .dash-root .lv-d-section, .dash-root .lv-d-notes, .dash-root .lv-d-activity { border: 1px solid var(--border); border-radius: 14px; background: var(--panel-2); padding: 14px 15px; }
-  .dash-root .lv-d-head { display: flex; align-items: center; gap: 8px; font-size: 12px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.04em; color: var(--orange); margin-bottom: 12px; }
-  .dash-root .lv-d-row { display: flex; align-items: baseline; justify-content: space-between; gap: 12px; padding: 6px 0; border-bottom: 1px dashed var(--border); }
-  .dash-root .lv-d-row:last-child { border-bottom: 0; }
-  .dash-root .lv-d-k { font-size: 12px; color: var(--muted); flex: 0 0 auto; }
-  .dash-root .lv-d-v { font-size: 12.5px; color: var(--text); font-weight: 600; text-align: right; }
-  .dash-root .lv-d-notes p { font-size: 12.5px; color: var(--text-2); line-height: 1.55; margin-top: 2px; }
-
-  .dash-root .lv-timeline { list-style: none; margin: 0; padding: 0; }
-  .dash-root .lv-tl-item { position: relative; display: flex; gap: 12px; padding: 0 0 16px 4px; }
-  .dash-root .lv-tl-item::before { content: ""; position: absolute; left: 8px; top: 14px; bottom: -2px; width: 1.5px; background: var(--border-2); }
-  .dash-root .lv-tl-item:last-child { padding-bottom: 0; }
-  .dash-root .lv-tl-item:last-child::before { display: none; }
-  .dash-root .lv-tl-dot { position: relative; z-index: 1; flex: 0 0 auto; width: 10px; height: 10px; margin-top: 4px; border-radius: 50%; background: var(--orange); box-shadow: 0 0 0 3px color-mix(in srgb, var(--orange) 20%, transparent); }
-  .dash-root .lv-tl-text { font-size: 12.5px; color: var(--text); font-weight: 600; }
-  .dash-root .lv-tl-meta { font-size: 11px; color: var(--muted); margin-top: 2px; }
-
-  @media (max-width: 900px) {
-    .dash-root .lv-d-grid { grid-template-columns: 1fr; }
-  }
-
-  @media (max-width: 900px) {
-    .dash-root .leads-stats { grid-template-columns: repeat(2, 1fr); }
-    .dash-root .ld-grid { grid-template-columns: 1fr; }
-    .dash-root .ld-assign { grid-template-columns: 1fr; }
-    .dash-root .lv-stats { grid-template-columns: repeat(3, 1fr); }
-    .dash-root .lv-filter { flex: 1 1 45%; }
-  }
-  @media (max-width: 560px) {
-    .dash-root .leads-stats { grid-template-columns: 1fr; }
-    .dash-root .leads-grid { grid-template-columns: 1fr; }
-    .dash-root .nl-grid { grid-template-columns: 1fr; }
-    .dash-root .lv-stats { grid-template-columns: repeat(2, 1fr); }
-  }
-  
+  /* ---- Org Settings → Integrations ---- */
+  .dash-root .settings-section { margin-top: 8px; }
+  .dash-root .settings-section-title { font-size: 13px; font-weight: 700; letter-spacing: 0.02em; text-transform: uppercase; color: var(--muted); margin: 0 0 14px; }
+  .dash-root .settings-grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(340px, 1fr)); gap: 16px; }
+  .dash-root .settings-card { border: 1px solid var(--border); background: var(--panel); border-radius: 16px; padding: 18px; display: flex; flex-direction: column; gap: 16px; }
+  .dash-root .settings-card.is-soon { opacity: 0.6; }
+  .dash-root .settings-card-head { display: flex; align-items: flex-start; gap: 12px; }
+  .dash-root .settings-card-ic { flex: 0 0 auto; width: 38px; height: 38px; display: grid; place-items: center; border-radius: 11px; background: color-mix(in srgb, var(--orange) 14%, transparent); color: var(--orange); }
+  .dash-root .settings-card-titles { flex: 1 1 auto; min-width: 0; }
+  .dash-root .settings-card-name { font-size: 15px; font-weight: 700; color: var(--text); }
+  .dash-root .settings-card-sub { font-weight: 500; color: var(--muted); }
+  .dash-root .settings-card-desc { font-size: 12.5px; color: var(--muted); margin-top: 2px; }
+  .dash-root .settings-card-body { display: flex; flex-direction: column; gap: 12px; }
+  .dash-root .settings-kv { display: grid; gap: 10px; margin: 0; }
+  .dash-root .settings-kv > div { display: flex; justify-content: space-between; align-items: baseline; gap: 12px; border-bottom: 1px solid var(--border); padding-bottom: 8px; }
+  .dash-root .settings-kv > div:last-child { border-bottom: 0; padding-bottom: 0; }
+  .dash-root .settings-kv dt { font-size: 12.5px; color: var(--muted); }
+  .dash-root .settings-kv dd { margin: 0; font-size: 13px; font-weight: 600; color: var(--text); font-variant-numeric: tabular-nums; }
+  .dash-root .settings-card-actions { display: flex; gap: 8px; align-items: center; margin-top: 2px; }
+  .dash-root .settings-card-note { font-size: 12px; color: var(--muted); background: var(--panel-2); border: 1px solid var(--border); border-radius: 10px; padding: 8px 12px; }

src/components/dashboard/dashboard.tsx

@@ -15,10 +15,10 @@ 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 { Leads } from "./leads";
-import { Verify } from "./verify";
+import { MessengerSdk } from "./messenger-sdk";
+import { InboxSdk } from "./inbox-sdk";
+import { Settings } from "./settings";
+import { Projects } from "./projects";
 import "../../app/dashboard/dashboard.css";
 
 export function Dashboard() {
@@ -49,11 +49,11 @@ export function Dashboard() {
               : active === "support" ? <Support />
               : active === "rules" ? <Rules />
               : active === "ai" ? <AiAssistant />
-              : active === "messenger" ? <Messenger />
-              : active === "inbox" ? <Inbox />
-              : active === "leads" ? <Leads />
-              : active === "verify" ? <Verify />
+              : active === "messenger" ? <MessengerSdk />
+              : active === "inbox" ? <InboxSdk />
+              : active === "settings" ? <Settings />
               : active === "team" ? <TeamManagement />
+              : active === "projects" ? <Projects />
               : <ComingSoon title={title} icon={item?.icon ?? "dashboard"} onGo={setActive} />}
           </ToastProvider>
         </div>

src/components/dashboard/inbox-sdk.tsx

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

src/components/dashboard/inbox.tsx

@@ -1,152 +0,0 @@
-"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> = {
-  MAIL: "Mail",
-  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.kind === "MAIL" ? "mail" : 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 — only for real inbox work-items. Mail isn't an inbox item
-          (no crm.inbox.transition), so it gets read/reply only, no Done/Snooze/Archive. */}
-      {it.state === "OPEN" && it.kind !== "MAIL" && (
-        <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.
-        // key by threadId: the SDK's useQuery only refetches when the ACTION changes, not the
-        // variables — so switching items must remount MailReader to load the new thread's history.
-        <div style={{ flex: 1, minHeight: 0 }}>
-          <MailReader key={it.threadId} 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/leads-data.ts

@@ -1,220 +0,0 @@
-// ============================================================
-// LynkedUp Pro — Leads mock data.
-// A storm-restoration roofing pipeline: door-knocked leads in
-// the Plano, TX hail zone. Each lead carries a rich detail
-// record (contact, property, job, insurance, assignment) that
-// powers the lead-detail popup. All client-side so the screen
-// is fully interactive without a backend.
-// ============================================================
-
-export type LeadStatus = "new" | "contacted" | "appointed" | "closed";
-export type LeadPriority = "high" | "medium" | "low";
-
-export type Phone = { number: string; type: "Mobile" | "Home" | "Work"; primary?: boolean };
-export type Email = { address: string; type?: string; primary?: boolean };
-
-export type Lead = {
-  id: string;            // SAL-001
-  initials: string;
-  name: string;
-  gradient: string;
-  priority: LeadPriority;
-  status: LeadStatus;
-  tag: string;           // "Storm Zone"
-  updated: string;       // "3d ago"
-  setter: string;        // compact chip name
-
-  // storm banner
-  storm: { zone: string; date: string; detail: string };
-
-  // contact
-  phones: Phone[];
-  emails: Email[];
-
-  // property
-  property: { address: string; city: string; state: string; zip: string; type: string };
-
-  // job details
-  job: {
-    source: string; leadType: string; workType: string; tradeType: string;
-    urgency: string; canvasser: string; notes: string;
-  };
-
-  // insurance
-  insurance: {
-    company: string; claimStatus: string; claimNumber: string;
-    policyNumber: string; adjusterName: string; adjusterPhone: string;
-  };
-
-  // assignment
-  assignment: {
-    assignedTo: string; priority: string; followUp: string;
-    createdBy: string; createdAt: string;
-  };
-};
-
-const G = {
-  orange: "linear-gradient(135deg,#fda913,#fd6d13)",
-  blue: "linear-gradient(135deg,#4f8cff,#2c5cff)",
-  purple: "linear-gradient(135deg,#b07bf2,#7b53e0)",
-  green: "linear-gradient(135deg,#33c98a,#1fa46c)",
-  cyan: "linear-gradient(135deg,#34c9d6,#1f9aa4)",
-};
-
-export const LEADS: Lead[] = [
-  {
-    id: "SAL-001", initials: "JM", name: "John Martinez", gradient: G.orange,
-    priority: "high", status: "contacted", tag: "Storm Zone", updated: "3d ago", setter: "Cody",
-    storm: { zone: "E Plano / Spring Creek Pkwy", date: "2026-04-28", detail: '2.5" hail (severe)' },
-    phones: [
-      { number: "(469) 500-1000", type: "Mobile", primary: true },
-      { number: "(214) 600-2000", type: "Home" },
-    ],
-    emails: [{ address: "john.martinez@gmail.com", primary: true }],
-    property: { address: "4821 Spring Creek Pkwy", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
-    job: {
-      source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
-      urgency: "High", canvasser: "Cody Tatum",
-      notes: "Homeowner showed significant granule loss on south-facing slopes; agreed to inspection.",
-    },
-    insurance: {
-      company: "State Farm", claimStatus: "Filed", claimNumber: "CLM-2026-1000",
-      policyNumber: "POL-080000", adjusterName: "Marcus Powell", adjusterPhone: "(972) 700-3000",
-    },
-    assignment: {
-      assignedTo: "Jesus Gonzales", priority: "High", followUp: "Jun 4, 2026",
-      createdBy: "Cody Tatum", createdAt: "May 28, 2026",
-    },
-  },
-  {
-    id: "SAL-002", initials: "SK", name: "Sarah Kim", gradient: G.purple,
-    priority: "high", status: "appointed", tag: "Storm Zone", updated: "2d ago", setter: "Shelby",
-    storm: { zone: "E Plano / Custer Rd", date: "2026-04-28", detail: '2.5" hail (severe)' },
-    phones: [
-      { number: "(972) 501-1037", type: "Mobile", primary: true },
-      { number: "(214) 601-2044", type: "Home" },
-    ],
-    emails: [{ address: "sarah.kim@outlook.com", primary: true }],
-    property: { address: "4905 Custer Rd", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
-    job: {
-      source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
-      urgency: "High", canvasser: "Hannah Reyes",
-      notes: "Visible mat exposure on rear elevation. Appointment set for adjuster meet.",
-    },
-    insurance: {
-      company: "Allstate", claimStatus: "Approved", claimNumber: "CLM-2026-1037",
-      policyNumber: "POL-081037", adjusterName: "Dana Whitfield", adjusterPhone: "(972) 700-3037",
-    },
-    assignment: {
-      assignedTo: "Hannah Reyes", priority: "High", followUp: "Jun 6, 2026",
-      createdBy: "Shelby Greer", createdAt: "May 29, 2026",
-    },
-  },
-  {
-    id: "SAL-003", initials: "RC", name: "Robert Chen", gradient: G.green,
-    priority: "high", status: "closed", tag: "Storm Zone", updated: "2d ago", setter: "Dalton",
-    storm: { zone: "E Plano / Independence Pkwy", date: "2026-04-28", detail: '2.5" hail (severe)' },
-    phones: [
-      { number: "(469) 502-1074", type: "Mobile", primary: true },
-    ],
-    emails: [{ address: "robert.chen@gmail.com", primary: true }],
-    property: { address: "5012 Independence Pkwy", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
-    job: {
-      source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
-      urgency: "High", canvasser: "Travis Boone",
-      notes: "Full replacement approved and installed. Final invoice cleared.",
-    },
-    insurance: {
-      company: "Farmers", claimStatus: "Paid", claimNumber: "CLM-2026-1074",
-      policyNumber: "POL-081074", adjusterName: "Leah Ortiz", adjusterPhone: "(972) 700-3074",
-    },
-    assignment: {
-      assignedTo: "Travis Boone", priority: "High", followUp: "—",
-      createdBy: "Dalton Pruitt", createdAt: "May 20, 2026",
-    },
-  },
-  {
-    id: "SAL-004", initials: "MG", name: "Maria Garcia", gradient: G.cyan,
-    priority: "high", status: "closed", tag: "Storm Zone", updated: "2d ago", setter: "Hannah",
-    storm: { zone: "E Plano / Alma Dr", date: "2026-04-28", detail: '2.5" hail (severe)' },
-    phones: [
-      { number: "(972) 503-1111", type: "Mobile", primary: true },
-    ],
-    emails: [{ address: "maria.garcia@gmail.com", primary: true }],
-    property: { address: "4720 Alma Dr", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
-    job: {
-      source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
-      urgency: "High", canvasser: "Shelby Greer",
-      notes: "Signed contract; build complete. Awaiting review request.",
-    },
-    insurance: {
-      company: "USAA", claimStatus: "Paid", claimNumber: "CLM-2026-1111",
-      policyNumber: "POL-081111", adjusterName: "Grant Mueller", adjusterPhone: "(972) 700-3111",
-    },
-    assignment: {
-      assignedTo: "Shelby Greer", priority: "High", followUp: "—",
-      createdBy: "Hannah Reyes", createdAt: "May 18, 2026",
-    },
-  },
-  {
-    id: "SAL-005", initials: "DT", name: "David Thompson", gradient: G.blue,
-    priority: "high", status: "appointed", tag: "Storm Zone", updated: "1d ago", setter: "Travis",
-    storm: { zone: "E Plano / Spring Creek Pkwy", date: "2026-04-28", detail: '2.5" hail (severe)' },
-    phones: [
-      { number: "(469) 504-1148", type: "Mobile", primary: true },
-      { number: "(214) 604-2148", type: "Work" },
-    ],
-    emails: [{ address: "david.thompson@gmail.com", primary: true }],
-    property: { address: "5130 Spring Creek Pkwy", city: "Plano", state: "TX", zip: "75023", type: "Single Family" },
-    job: {
-      source: "Door Knock", leadType: "Insurance", workType: "Roof Replacement", tradeType: "Roofing",
-      urgency: "High", canvasser: "Dalton Pruitt",
-      notes: "Adjuster appointment confirmed for next week. Bring hail map + photos.",
-    },
-    insurance: {
-      company: "Liberty Mutual", claimStatus: "Filed", claimNumber: "CLM-2026-1148",
-      policyNumber: "POL-081148", adjusterName: "Priya Nair", adjusterPhone: "(972) 700-3148",
-    },
-    assignment: {
-      assignedTo: "Dalton Pruitt", priority: "High", followUp: "Jun 9, 2026",
-      createdBy: "Travis Boone", createdAt: "May 30, 2026",
-    },
-  },
-];
-
-// Header stat — the full book is larger than the loaded page.
-export const TOTAL_LEADS = 35;
-
-export const STATUS_META: Record<LeadStatus, { label: string; tone: string }> = {
-  new: { label: "New", tone: "blue" },
-  contacted: { label: "Contacted", tone: "orange" },
-  appointed: { label: "Appointed", tone: "purple" },
-  closed: { label: "Closed", tone: "green" },
-};
-
-export const PRIORITY_META: Record<LeadPriority, { label: string; tone: string }> = {
-  high: { label: "High", tone: "red" },
-  medium: { label: "Medium", tone: "orange" },
-  low: { label: "Low", tone: "muted" },
-};
-
-/* ---------------------------------------------------------- */
-/* Reps + option lists — power the New Lead form              */
-/* ---------------------------------------------------------- */
-
-export type Rep = { id: string; initials: string; name: string; email: string };
-
-export const REPS: Rep[] = [
-  { id: "LUP-1040", initials: "CT", name: "Cody Tatum", email: "cody.tatum@lynkeduppro.com" },
-  { id: "LUP-1041", initials: "HR", name: "Hannah Reyes", email: "hannah.reyes@lynkeduppro.com" },
-  { id: "LUP-1042", initials: "TB", name: "Travis Boone", email: "travis.boone@lynkeduppro.com" },
-  { id: "LUP-1043", initials: "SG", name: "Shelby Greer", email: "shelby.greer@lynkeduppro.com" },
-  { id: "LUP-1044", initials: "DP", name: "Dalton Pruitt", email: "dalton.pruitt@lynkeduppro.com" },
-];
-
-export const LEAD_SOURCES = ["Door Knock", "Referral", "Storm Chase", "Mailer / Postcard", "Sign Call", "Insurance Agent Referral", "Repeat Customer", "Social Media", "Other"];
-export const LEAD_TYPES = ["Insurance", "Retail"];
-export const WORK_TYPES = ["Roof Replacement", "Roof Repair", "Inspection", "Gutter Install"];
-export const TRADE_TYPES = ["Roofing", "Gutters", "Siding", "Windows"];
-export const PROPERTY_TYPES = ["Single Family", "Multi Family", "Commercial"];
-export const CLAIM_STATUSES = ["Not Filed", "Filed", "Approved", "Paid", "Denied"];

src/components/dashboard/leads.tsx

@@ -1,615 +0,0 @@
-"use client";
-
-// ============================================================
-// Leads — storm-restoration pipeline board.
-//   · Hero head : storm banner + headline stats (by status)
-//   · Toolbar   : search + status filter tabs
-//   · Board     : lead cards (avatar, priority ring, status,
-//                 address, phone, source, rep, updated)
-//   · Detail    : click a lead → rich popup with Contact,
-//                 Property, Job Details, Insurance, Assignment
-// Data comes from leads-data.ts (client-side mock).
-// ============================================================
-
-import { useMemo, useState, type ReactNode } from "react";
-import { Avatar, Btn, Field, Icon, Modal, PageHead, Pill, Segmented, SegTabs, useToast } from "./ui";
-import {
-  LEADS, TOTAL_LEADS, STATUS_META, PRIORITY_META,
-  REPS, LEAD_SOURCES, WORK_TYPES, TRADE_TYPES, CLAIM_STATUSES,
-  type Lead, type LeadStatus,
-} from "./leads-data";
-
-const STATUS_TABS: { value: "all" | LeadStatus; label: string }[] = [
-  { value: "all", label: "All" },
-  { value: "new", label: "New" },
-  { value: "contacted", label: "Contacted" },
-  { value: "appointed", label: "Appointed" },
-  { value: "closed", label: "Closed" },
-];
-
-export function Leads() {
-  const toast = useToast();
-  const [query, setQuery] = useState("");
-  const [filter, setFilter] = useState<"all" | LeadStatus>("all");
-  const [selected, setSelected] = useState<Lead | null>(null);
-  const [newOpen, setNewOpen] = useState(false);
-
-  const countByStatus = useMemo(() => {
-    const m: Record<string, number> = {};
-    for (const l of LEADS) m[l.status] = (m[l.status] ?? 0) + 1;
-    return m;
-  }, []);
-
-  const filtered = useMemo(() => {
-    const q = query.trim().toLowerCase();
-    return LEADS.filter((l) => {
-      const matchStatus = filter === "all" || l.status === filter;
-      const hay = `${l.name} ${l.property.address} ${l.property.city} ${l.job.source} ${l.job.canvasser}`.toLowerCase();
-      return matchStatus && (!q || hay.includes(q));
-    });
-  }, [query, filter]);
-
-  return (
-    <div className="view leads">
-      <PageHead
-        eyebrow="Sales"
-        title="Leads"
-        subtitle={`${TOTAL_LEADS} total leads · Plano hail zone · storm 2026-04-28`}
-        icon="leads"
-        actions={<Btn icon="plus" onClick={() => setNewOpen(true)}>New Lead</Btn>}
-      />
-
-      {/* ---- stat strip ---------------------------------------- */}
-      <div className="leads-stats">
-        <StatCard label="Total leads" value={TOTAL_LEADS} icon="leads" tone="orange" />
-        <StatCard label="New" value={countByStatus.new ?? 0} icon="star" tone="blue" />
-        <StatCard label="Contacted" value={countByStatus.contacted ?? 0} icon="phone" tone="orange" />
-        <StatCard label="Appointed" value={countByStatus.appointed ?? 0} icon="clock" tone="purple" />
-        <StatCard label="Closed" value={countByStatus.closed ?? 0} icon="check-circle" tone="green" />
-      </div>
-
-      {/* ---- toolbar ------------------------------------------- */}
-      <div className="leads-toolbar">
-        <div className="leads-search">
-          <Icon name="search" size={16} />
-          <input
-            value={query}
-            onChange={(e) => setQuery(e.target.value)}
-            placeholder="Search by name, address, source…"
-            aria-label="Search leads"
-          />
-          {query && <button className="leads-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
-        </div>
-        <div className="leads-tabs" role="tablist">
-          {STATUS_TABS.map((t) => (
-            <button
-              key={t.value}
-              role="tab"
-              aria-selected={filter === t.value}
-              className={`leads-tab ${filter === t.value ? "active" : ""}`}
-              onClick={() => setFilter(t.value)}
-            >
-              {t.label}
-            </button>
-          ))}
-        </div>
-      </div>
-
-      {/* ---- board --------------------------------------------- */}
-      {filtered.length === 0 ? (
-        <div className="card leads-empty">
-          <Icon name="search" size={30} />
-          <h3>No leads match</h3>
-          <p>Try a different search or clear the status filter.</p>
-        </div>
-      ) : (
-        <div className="leads-grid">
-          {filtered.map((l) => (
-            <LeadCard key={l.id} lead={l} onOpen={() => setSelected(l)} />
-          ))}
-        </div>
-      )}
-
-      <LeadDetail lead={selected} onClose={() => setSelected(null)} />
-      <NewLead open={newOpen} onClose={() => setNewOpen(false)} />
-    </div>
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* Stat card                                                   */
-/* ---------------------------------------------------------- */
-
-function StatCard({ label, value, icon, tone }: { label: string; value: number; icon: string; tone: string }) {
-  return (
-    <div className={`leads-stat tone-${tone}`}>
-      <span className="leads-stat-ic"><Icon name={icon} size={17} /></span>
-      <div className="leads-stat-body">
-        <div className="leads-stat-val">{value}</div>
-        <div className="leads-stat-lbl">{label}</div>
-      </div>
-    </div>
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* Lead card                                                   */
-/* ---------------------------------------------------------- */
-
-function LeadCard({ lead, onOpen }: { lead: Lead; onOpen: () => void }) {
-  const status = STATUS_META[lead.status];
-  const priority = PRIORITY_META[lead.priority];
-  const primaryPhone = lead.phones.find((p) => p.primary) ?? lead.phones[0];
-
-  return (
-    <button className="lead-card" onClick={onOpen}>
-      <div className="lead-card-top">
-        <span className={`lead-ava prio-${lead.priority}`}>
-          <Avatar initials={lead.initials} gradient={lead.gradient} size={46} />
-        </span>
-        <div className="lead-card-id">
-          <div className="lead-card-name">{lead.name}</div>
-          <div className="lead-card-sub"><span className="lead-code">{lead.id}</span> · <Icon name="storm" size={12} /> {lead.tag}</div>
-        </div>
-        <Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
-      </div>
-
-      <div className="lead-card-row"><Icon name="pin" size={14} /><span>{lead.property.address}, {lead.property.city}, {lead.property.state}</span></div>
-      <div className="lead-card-row"><Icon name="phone" size={14} /><span>{primaryPhone?.number}</span></div>
-
-      <div className="lead-card-foot">
-        <Pill tone={status.tone}>{status.label}</Pill>
-        <span className="lead-source"><Icon name="pin" size={12} /> {lead.job.source}</span>
-        <span className="lead-card-spacer" />
-        <span className="lead-rep" title={`Canvasser: ${lead.job.canvasser}`}>{lead.job.canvasser}</span>
-        <span className="lead-updated">{lead.updated}</span>
-      </div>
-    </button>
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* Lead detail popup                                           */
-/* ---------------------------------------------------------- */
-
-function LeadDetail({ lead, onClose }: { lead: Lead | null; onClose: () => void }) {
-  if (!lead) return null;
-  const status = STATUS_META[lead.status];
-  const priority = PRIORITY_META[lead.priority];
-
-  return (
-    <Modal
-      open={!!lead}
-      onClose={onClose}
-      size="lg"
-      title={lead.name}
-      subtitle={`${lead.id} · ${lead.tag}`}
-      icon="leads"
-      footer={
-        <>
-          <Btn variant="ghost" icon="phone">Call</Btn>
-          <Btn variant="outline" icon="mail">Email</Btn>
-          <Btn icon="check-circle">Update Status</Btn>
-        </>
-      }
-    >
-      <div className="lead-detail">
-        {/* identity strip */}
-        <div className="ld-identity">
-          <Avatar initials={lead.initials} gradient={lead.gradient} size={54} />
-          <div className="ld-identity-body">
-            <div className="ld-identity-name">{lead.name}</div>
-            <div className="ld-identity-pills">
-              <Pill tone={status.tone}>{status.label}</Pill>
-              <Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
-            </div>
-          </div>
-        </div>
-
-        {/* storm banner */}
-        <div className="ld-storm">
-          <span className="ld-storm-ic"><Icon name="storm" size={18} /></span>
-          <div>
-            <div className="ld-storm-zone">{lead.storm.zone}</div>
-            <div className="ld-storm-meta">{lead.storm.date} · {lead.storm.detail}</div>
-          </div>
-        </div>
-
-        <div className="ld-grid">
-          {/* Contact */}
-          <Section title="Contact" icon="user">
-            <div className="ld-sublabel">Phone Numbers</div>
-            {lead.phones.map((p, i) => (
-              <div className="ld-contact-row" key={i}>
-                <Icon name="phone" size={14} />
-                <span className="ld-contact-val">{p.number}</span>
-                <span className="ld-contact-tag">{p.type}</span>
-                {p.primary && <Pill tone="green">Primary</Pill>}
-              </div>
-            ))}
-            <div className="ld-sublabel">Email Addresses</div>
-            {lead.emails.map((e, i) => (
-              <div className="ld-contact-row" key={i}>
-                <Icon name="mail" size={14} />
-                <span className="ld-contact-val">{e.address}</span>
-                {e.primary && <Pill tone="green">Primary</Pill>}
-              </div>
-            ))}
-          </Section>
-
-          {/* Property */}
-          <Section title="Property" icon="owners">
-            <Dl label="Address" value={lead.property.address} />
-            <Dl label="City" value={lead.property.city} />
-            <Dl label="State" value={lead.property.state} />
-            <Dl label="ZIP" value={lead.property.zip} />
-            <Dl label="Property Type" value={lead.property.type} />
-          </Section>
-
-          {/* Job Details */}
-          <Section title="Job Details" icon="projects">
-            <Dl label="Lead Source" value={lead.job.source} />
-            <Dl label="Lead Type" value={lead.job.leadType} />
-            <Dl label="Work Type" value={lead.job.workType} />
-            <Dl label="Trade Type" value={lead.job.tradeType} />
-            <Dl label="Urgency" value={lead.job.urgency} />
-            <Dl label="Canvasser" value={lead.job.canvasser} />
-            <div className="ld-notes">
-              <div className="ld-sublabel">Field Notes</div>
-              <p>{lead.job.notes}</p>
-            </div>
-          </Section>
-
-          {/* Insurance */}
-          <Section title="Insurance" icon="shield">
-            <Dl label="Insurance Company" value={lead.insurance.company} />
-            <Dl label="Claim Status" value={lead.insurance.claimStatus} />
-            <Dl label="Claim Number" value={lead.insurance.claimNumber} />
-            <Dl label="Policy Number" value={lead.insurance.policyNumber} />
-            <Dl label="Adjuster Name" value={lead.insurance.adjusterName} />
-            <Dl label="Adjuster Phone" value={lead.insurance.adjusterPhone} />
-          </Section>
-
-          {/* Assignment */}
-          <Section title="Assignment" icon="team" wide>
-            <div className="ld-assign">
-              <Dl label="Assigned To" value={lead.assignment.assignedTo} />
-              <Dl label="Priority" value={lead.assignment.priority} />
-              <Dl label="Follow-Up Date" value={lead.assignment.followUp} />
-              <Dl label="Created By" value={lead.assignment.createdBy} />
-              <Dl label="Created At" value={lead.assignment.createdAt} />
-            </div>
-          </Section>
-        </div>
-      </div>
-    </Modal>
-  );
-}
-
-function Section({ title, icon, children, wide }: { title: string; icon: string; children: ReactNode; wide?: boolean }) {
-  return (
-    <div className={`ld-section ${wide ? "wide" : ""}`}>
-      <div className="ld-section-head"><Icon name={icon} size={15} /> {title}</div>
-      <div className="ld-section-body">{children}</div>
-    </div>
-  );
-}
-
-function Dl({ label, value }: { label: string; value: string }) {
-  return (
-    <div className="ld-dl">
-      <span className="ld-dl-k">{label}</span>
-      <span className="ld-dl-v">{value}</span>
-    </div>
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* New Lead — Quick / Full Form intake                         */
-/* ---------------------------------------------------------- */
-
-type Priority = "Low" | "Medium" | "High";
-type Urgency = "Standard" | "High" | "Emergency";
-type PhoneRow = { number: string; type: string };
-type EmailRow = { address: string };
-
-const FULL_STEPS = [
-  { value: "contact", label: "Contact", icon: "user" },
-  { value: "property", label: "Property", icon: "owners" },
-  { value: "job", label: "Job Details", icon: "projects" },
-  { value: "insurance", label: "Insurance", icon: "shield" },
-  { value: "assignment", label: "Assignment", icon: "team" },
-];
-
-const LEAD_TYPE_OPTS = ["Residential", "Commercial", "Multi-Family"];
-const PROPERTY_TYPE_OPTS = ["Residential", "Commercial", "Multi-Family", "Industrial"];
-
-const BLANK = {
-  firstName: "", lastName: "",
-  phones: [{ number: "", type: "Mobile" }] as PhoneRow[],
-  emails: [] as EmailRow[],
-  address: "", city: "", state: "TX", zip: "", propertyType: "",
-  photos: [] as string[],
-  source: "", referralNote: "", canvasser: "", leadType: "", workType: "", tradeType: "", urgency: "Standard" as Urgency, notes: "",
-  insCompany: "", claimNumber: "", claimStatus: "", adjusterName: "", adjusterPhone: "", policyNumber: "",
-  assignRep: "", priority: "Medium" as Priority, followUp: "",
-};
-
-function NewLead({ open, onClose }: { open: boolean; onClose: () => void }) {
-  const toast = useToast();
-  const [mode, setMode] = useState<"quick" | "full">("quick");
-  const [section, setSection] = useState("contact");
-  const [f, setF] = useState({ ...BLANK });
-
-  const set = (k: string) => (e: { target: { value: string } }) =>
-    setF((s) => ({ ...s, [k]: e.target.value }) as typeof BLANK);
-
-  // multi-value handlers
-  const addPhone = () => setF((s) => ({ ...s, phones: [...s.phones, { number: "", type: "Mobile" }] }));
-  const setPhone = (i: number, key: "number" | "type", v: string) => setF((s) => ({ ...s, phones: s.phones.map((p, j) => (j === i ? { ...p, [key]: v } : p)) }));
-  const removePhone = (i: number) => setF((s) => ({ ...s, phones: s.phones.filter((_, j) => j !== i) }));
-  const addEmail = () => setF((s) => ({ ...s, emails: [...s.emails, { address: "" }] }));
-  const setEmail = (i: number, v: string) => setF((s) => ({ ...s, emails: s.emails.map((e, j) => (j === i ? { address: v } : e)) }));
-  const removeEmail = (i: number) => setF((s) => ({ ...s, emails: s.emails.filter((_, j) => j !== i) }));
-  const addPhoto = () => setF((s) => ({ ...s, photos: [...s.photos, `Photo ${s.photos.length + 1}`] }));
-
-  function reset() { setF({ ...BLANK, phones: [{ number: "", type: "Mobile" }], emails: [], photos: [] }); setMode("quick"); setSection("contact"); }
-  function close() { reset(); onClose(); }
-
-  function submit() {
-    const name = `${f.firstName} ${f.lastName}`.trim();
-    if (!name) { toast.push({ tone: "error", title: "Name required", desc: "Enter the homeowner's first or last name." }); return; }
-    toast.push({ tone: "success", title: "Lead created", desc: `${name} added to the Plano pipeline.` });
-    close();
-  }
-
-  const repOptions = [{ id: "", initials: "—", name: "Unassigned" }, ...REPS];
-
-  const stepIdx = FULL_STEPS.findIndex((s) => s.value === section);
-  const isFirstStep = stepIdx <= 0;
-  const isLastStep = stepIdx === FULL_STEPS.length - 1;
-  const goNext = () => { if (!isLastStep) setSection(FULL_STEPS[stepIdx + 1].value); };
-  const goBack = () => { if (!isFirstStep) setSection(FULL_STEPS[stepIdx - 1].value); };
-
-  return (
-    <Modal
-      open={open}
-      onClose={close}
-      size="lg"
-      title="New Lead"
-      subtitle="Full lead profile with insurance and assignment details."
-      icon="plus"
-      footer={
-        mode === "full" ? (
-          <>
-            <Btn variant="ghost" onClick={close}>Cancel</Btn>
-            {!isFirstStep && <Btn variant="ghost" onClick={goBack}>Back</Btn>}
-            {isLastStep
-              ? <Btn icon="check" onClick={submit}>Create Lead</Btn>
-              : <Btn icon="arrow" onClick={goNext}>Next</Btn>}
-          </>
-        ) : (
-          <>
-            <Btn variant="ghost" onClick={close}>Cancel</Btn>
-            <Btn icon="check" onClick={submit}>Create Lead</Btn>
-          </>
-        )
-      }
-    >
-      <div className="nl-form">
-        <Segmented
-          value={mode}
-          onChange={(v) => setMode(v as "quick" | "full")}
-          options={[{ value: "quick", label: "Quick", icon: "star" }, { value: "full", label: "Full Form", icon: "edit" }]}
-        />
-
-        {mode === "quick" ? (
-          <div className="nl-grid">
-            <Field label="First name" required><input className="ds-input" value={f.firstName} onChange={set("firstName")} placeholder="John" /></Field>
-            <Field label="Last name"><input className="ds-input" value={f.lastName} onChange={set("lastName")} placeholder="Smith" /></Field>
-            <Field label="Phone"><input className="ds-input" value={f.phones[0]?.number ?? ""} onChange={(e) => setPhone(0, "number", e.target.value)} placeholder="(555) 000-0000" /></Field>
-            <div className="nl-full"><Field label="Street address"><input className="ds-input" value={f.address} onChange={set("address")} placeholder="123 Main St" /></Field></div>
-            <Field label="City"><input className="ds-input" value={f.city} onChange={set("city")} placeholder="Plano" /></Field>
-            <Field label="State"><input className="ds-input" value={f.state} onChange={set("state")} /></Field>
-            <Field label="ZIP"><input className="ds-input" value={f.zip} onChange={set("zip")} placeholder="75023" /></Field>
-            <Field label="Lead source"><Select value={f.source} onChange={set("source")} options={LEAD_SOURCES} placeholder="How did you find this lead?" /></Field>
-            {f.source === "Referral" && (
-              <div className="nl-full"><Field label="Referral note"><textarea className="ds-textarea" rows={3} value={f.referralNote} onChange={set("referralNote")} placeholder="Who referred this lead? Any details…" /></Field></div>
-            )}
-            {f.source === "Door Knock" && (
-              <div className="nl-full"><Field label="Canvasser"><CanvasserSearch value={f.canvasser} onChange={(v) => setF((s) => ({ ...s, canvasser: v }))} options={REPS} /></Field></div>
-            )}
-            <div className="nl-full"><PriorityPicker value={f.priority} onChange={(p) => setF((s) => ({ ...s, priority: p }))} /></div>
-            <Field label="Follow-up date"><input className="ds-input" type="date" value={f.followUp} onChange={set("followUp")} /></Field>
-          </div>
-        ) : (
-          <>
-            <SegTabs
-              value={section}
-              onChange={setSection}
-              tabs={FULL_STEPS}
-            />
-
-            {section === "contact" && (
-              <div className="nl-grid">
-                <Field label="First Name" required><input className="ds-input" value={f.firstName} onChange={set("firstName")} placeholder="John" /></Field>
-                <Field label="Last Name"><input className="ds-input" value={f.lastName} onChange={set("lastName")} placeholder="Smith" /></Field>
-
-                <div className="nl-full">
-                  <div className="ds-field-lbl">Phone Numbers</div>
-                  {f.phones.map((p, i) => (
-                    <div className="nl-multirow" key={i}>
-                      <input className="ds-input" value={p.number} onChange={(e) => setPhone(i, "number", e.target.value)} placeholder="(555) 000-0000" />
-                      <select className="ds-select nl-typesel" value={p.type} onChange={(e) => setPhone(i, "type", e.target.value)}>
-                        {["Mobile", "Home", "Work"].map((t) => <option key={t} value={t}>{t}</option>)}
-                      </select>
-                      {f.phones.length > 1 && <button type="button" className="nl-rowx" aria-label="Remove phone" onClick={() => removePhone(i)}><Icon name="trash" size={15} /></button>}
-                    </div>
-                  ))}
-                  <button type="button" className="nl-add" onClick={addPhone}><Icon name="plus" size={14} /> Add Phone</button>
-                </div>
-
-                <div className="nl-full">
-                  <div className="ds-field-lbl">Email Addresses</div>
-                  {f.emails.length === 0 && <div className="nl-empty">No emails added yet.</div>}
-                  {f.emails.map((em, i) => (
-                    <div className="nl-multirow" key={i}>
-                      <input className="ds-input" type="email" value={em.address} onChange={(e) => setEmail(i, e.target.value)} placeholder="name@email.com" />
-                      <button type="button" className="nl-rowx" aria-label="Remove email" onClick={() => removeEmail(i)}><Icon name="trash" size={15} /></button>
-                    </div>
-                  ))}
-                  <button type="button" className="nl-add" onClick={addEmail}><Icon name="plus" size={14} /> Add Email</button>
-                </div>
-              </div>
-            )}
-
-            {section === "property" && (
-              <div className="nl-grid">
-                <div className="nl-full"><Field label="Street Address"><input className="ds-input" value={f.address} onChange={set("address")} placeholder="123 Main St" /></Field></div>
-                <Field label="City"><input className="ds-input" value={f.city} onChange={set("city")} placeholder="Plano" /></Field>
-                <Field label="State"><input className="ds-input" value={f.state} onChange={set("state")} placeholder="TX" /></Field>
-                <Field label="ZIP"><input className="ds-input" value={f.zip} onChange={set("zip")} placeholder="75023" /></Field>
-                <Field label="Property Type"><Select value={f.propertyType} onChange={set("propertyType")} options={PROPERTY_TYPE_OPTS} placeholder="Residential, Commercial…" /></Field>
-                <div className="nl-full">
-                  <div className="ds-field-lbl">Site Photos</div>
-                  <button type="button" className="nl-photos" onClick={addPhoto}>
-                    <Icon name="camera" size={22} />
-                    <span className="nl-photos-t">Tap to add photos</span>
-                    <span className="nl-photos-s">Camera · Gallery · Multiple allowed</span>
-                  </button>
-                  {f.photos.length > 0 && (
-                    <div className="nl-photo-chips">
-                      {f.photos.map((p, i) => <span key={i} className="nl-photo-chip"><Icon name="check" size={12} /> {p}</span>)}
-                    </div>
-                  )}
-                </div>
-              </div>
-            )}
-
-            {section === "job" && (
-              <div className="nl-grid">
-                <Field label="Lead Source"><Select value={f.source} onChange={set("source")} options={LEAD_SOURCES} placeholder="How did you find this lead?" /></Field>
-                <Field label="Lead Type"><Select value={f.leadType} onChange={set("leadType")} options={LEAD_TYPE_OPTS} placeholder="Residential, Commercial…" /></Field>
-                <Field label="Work Type"><Select value={f.workType} onChange={set("workType")} options={WORK_TYPES} placeholder="Roof Replacement, Repair…" /></Field>
-                <Field label="Trade Type"><Select value={f.tradeType} onChange={set("tradeType")} options={TRADE_TYPES} placeholder="Roofing, Gutter, Siding…" /></Field>
-                <div className="nl-full"><UrgencyPicker value={f.urgency} onChange={(u) => setF((s) => ({ ...s, urgency: u }))} /></div>
-                <div className="nl-full"><Field label="Notes"><textarea className="ds-textarea" rows={3} value={f.notes} onChange={set("notes")} placeholder="First impression, visible damage, special circumstances…" /></Field></div>
-              </div>
-            )}
-
-            {section === "insurance" && (
-              <div className="nl-grid">
-                <div className="nl-full"><Field label="Insurance Company"><input className="ds-input" value={f.insCompany} onChange={set("insCompany")} placeholder="State Farm" /></Field></div>
-                <Field label="Claim Number"><input className="ds-input" value={f.claimNumber} onChange={set("claimNumber")} placeholder="e.g. CLM-2026-00482" /></Field>
-                <Field label="Claim Status"><Select value={f.claimStatus} onChange={set("claimStatus")} options={CLAIM_STATUSES} placeholder="Select status…" /></Field>
-                <Field label="Adjuster Name"><input className="ds-input" value={f.adjusterName} onChange={set("adjusterName")} placeholder="Full name" /></Field>
-                <Field label="Adjuster Phone"><input className="ds-input" value={f.adjusterPhone} onChange={set("adjusterPhone")} placeholder="(555) 000-0000" /></Field>
-                <div className="nl-full"><Field label="Policy Number"><input className="ds-input" value={f.policyNumber} onChange={set("policyNumber")} placeholder="e.g. POL-7734892-A" /></Field></div>
-              </div>
-            )}
-
-            {section === "assignment" && (
-              <div className="nl-grid">
-                <div className="nl-full"><Field label="Assign Rep"><RepSelect value={f.assignRep} onChange={set("assignRep")} options={repOptions} /></Field></div>
-                <div className="nl-full"><PriorityPicker value={f.priority} onChange={(p) => setF((s) => ({ ...s, priority: p }))} /></div>
-                <Field label="Follow-up Date"><input className="ds-input" type="date" value={f.followUp} onChange={set("followUp")} /></Field>
-              </div>
-            )}
-          </>
-        )}
-      </div>
-    </Modal>
-  );
-}
-
-function Select({ value, onChange, options, placeholder }: { value: string; onChange: (e: { target: { value: string } }) => void; options: string[]; placeholder?: string }) {
-  return (
-    <select className={`ds-select ${!value && placeholder ? "is-placeholder" : ""}`} value={value} onChange={onChange}>
-      {placeholder && <option value="" disabled>{placeholder}</option>}
-      {options.map((o) => <option key={o} value={o}>{o}</option>)}
-    </select>
-  );
-}
-
-function RepSelect({ value, onChange, options }: { value: string; onChange: (e: { target: { value: string } }) => void; options: { id: string; initials: string; name: string }[] }) {
-  return (
-    <select className="ds-select" value={value} onChange={onChange}>
-      {options.map((r) => <option key={r.id || "none"} value={r.id}>{r.id ? `${r.name} · ${r.id}` : "— Unassigned"}</option>)}
-    </select>
-  );
-}
-
-function CanvasserSearch({ value, onChange, options }: { value: string; onChange: (v: string) => void; options: { id: string; initials: string; name: string; email: string }[] }) {
-  const [query, setQuery] = useState("");
-  const [open, setOpen] = useState(false);
-  const selected = options.find((o) => o.id === value);
-  const matches = useMemo(() => {
-    const q = query.trim().toLowerCase();
-    if (!q) return options;
-    return options.filter((o) => o.name.toLowerCase().includes(q) || o.email.toLowerCase().includes(q));
-  }, [query, options]);
-
-  if (selected) {
-    return (
-      <div className="nl-canvasser-chip">
-        <Avatar initials={selected.initials} size={28} />
-        <span className="nl-canvasser-name">{selected.name}</span>
-        <span className="nl-canvasser-email">{selected.email}</span>
-        <button type="button" className="nl-canvasser-clear" onClick={() => { onChange(""); setQuery(""); }} aria-label="Clear canvasser"><Icon name="x" size={14} /></button>
-      </div>
-    );
-  }
-
-  return (
-    <div className="nl-canvasser">
-      <input
-        className="ds-input"
-        value={query}
-        onChange={(e) => { setQuery(e.target.value); setOpen(true); }}
-        onFocus={() => setOpen(true)}
-        onBlur={() => setTimeout(() => setOpen(false), 150)}
-        placeholder="Search canvasser by name or email"
-      />
-      {open && matches.length > 0 && (
-        <div className="nl-canvasser-menu">
-          {matches.map((o) => (
-            <button key={o.id} type="button" className="nl-canvasser-opt" onMouseDown={(e) => { e.preventDefault(); onChange(o.id); setQuery(""); setOpen(false); }}>
-              <Avatar initials={o.initials} size={26} />
-              <span className="nl-canvasser-name">{o.name}</span>
-              <span className="nl-canvasser-email">{o.email}</span>
-            </button>
-          ))}
-        </div>
-      )}
-      {open && matches.length === 0 && (
-        <div className="nl-canvasser-menu"><div className="nl-canvasser-empty">No canvasser found</div></div>
-      )}
-    </div>
-  );
-}
-
-function PriorityPicker({ value, onChange }: { value: Priority; onChange: (p: Priority) => void }) {
-  return (
-    <div className="ds-field">
-      <span className="ds-field-lbl">Priority</span>
-      <div className="nl-prio">
-        {(["Low", "Medium", "High"] as Priority[]).map((p) => (
-          <button key={p} type="button" className={`nl-prio-btn ${value === p ? `active ${p.toLowerCase()}` : ""}`} onClick={() => onChange(p)}>{p}</button>
-        ))}
-      </div>
-    </div>
-  );
-}
-
-function UrgencyPicker({ value, onChange }: { value: Urgency; onChange: (u: Urgency) => void }) {
-  return (
-    <div className="ds-field">
-      <span className="ds-field-lbl">Urgency</span>
-      <div className="nl-prio">
-        {(["Standard", "High", "Emergency"] as Urgency[]).map((u) => (
-          <button key={u} type="button" className={`nl-prio-btn urg ${value === u ? `active ${u.toLowerCase()}` : ""}`} onClick={() => onChange(u)}>{u}</button>
-        ))}
-      </div>
-    </div>
-  );
-}

src/components/dashboard/mail.tsx

@@ -1,231 +0,0 @@
-"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>
-
-      {/* NOT a <Field> (which is a <label>): a label wrapping the file input would hijack the
-          Attach button's click via label→input association and open the picker erratically. */}
-      <div className="ds-field">
-        <span className="ds-field-lbl">Attachments</span>
-        <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>
-      </div>
-    </Modal>
-  );
-}

src/components/dashboard/messenger-sdk.tsx

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

src/components/dashboard/messenger.tsx

@@ -1,550 +0,0 @@
-"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/projects-data.ts

@@ -0,0 +1,148 @@
+// ============================================================
+// LynkedUp Pro — Projects mock data (Construction jobs + Pipeline
+// leads). Used only when the Shell isn't configured, so the demo
+// stays fully interactive without a backend — mirrors team-data.ts.
+// ============================================================
+
+export type ConstructionStatus = "active" | "complete" | "stuck" | "followup";
+
+export type ConstructionLead = {
+  id: string;
+  name: string;
+  address: string;
+  status: ConstructionStatus;
+  stage: string;
+  jobType: string;
+  agent: string;
+  progress: number; // 0-100
+  health: number; // 0-100
+  value: number; // dollars
+};
+
+// The first 8 rows mirror the reference design exactly (name, address, job
+// type, stage, status, progress and health). The rest extend the set to 15
+// construction jobs with a realistic status/stage spread so the quick
+// filters (Active/Complete/Stuck/Follow-up) all have something to show.
+export const constructionLeads: ConstructionLead[] = [
+  { id: "c1", name: "Derek Holloway", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 28500 },
+  { id: "c2", name: "Brenda Castillo", address: "5501 Shady Brook Ln, Plano TX 75093", status: "active", stage: "New Lead", jobType: "Roof Inspection", agent: "Cody Tatum", progress: 14, health: 65, value: 15400 },
+  { id: "c3", name: "Antonio Reyes", address: "1122 Custer Rd, Plano TX 75075", status: "active", stage: "New Lead", jobType: "Gutter Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 19200 },
+  { id: "c4", name: "Sylvia Nguyen", address: "3308 Roundrock Trl, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Siding Repair", agent: "Cody Tatum", progress: 14, health: 65, value: 21900 },
+  { id: "c5", name: "Raymond Osei", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 31200 },
+  { id: "c6", name: "Carolyn Estrada", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Window Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 22400 },
+  { id: "c7", name: "Marcus Tillman", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 26800 },
+  { id: "c8", name: "Diane Kowalski", address: "815 Independence Pkwy, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 29500 },
+  { id: "c9", name: "Felicia Grant", address: "9021 Legacy Dr, Plano TX 75024", status: "complete", stage: "Completed", jobType: "Gutter Replacement", agent: "Emma Wilson", progress: 100, health: 92, value: 18600 },
+  { id: "c10", name: "Harold Jennings", address: "4477 Coit Rd, Plano TX 75075", status: "stuck", stage: "Permit Hold", jobType: "Siding Repair", agent: "Liam Foster", progress: 42, health: 38, value: 24800 },
+  { id: "c11", name: "Yolanda Brooks", address: "6650 Parker Rd, Plano TX 75093", status: "followup", stage: "Awaiting Customer", jobType: "Window Replacement", agent: "Sophie Turner", progress: 55, health: 51, value: 20700 },
+  { id: "c12", name: "Preston Wallace", address: "3312 Alma Dr, Plano TX 75075", status: "active", stage: "Scheduled", jobType: "Roof Repair", agent: "Cody Tatum", progress: 30, health: 70, value: 27500 },
+  { id: "c13", name: "Nadia Ferreira", address: "8890 Independence Pkwy, Plano TX 75025", status: "complete", stage: "Completed", jobType: "Roof Inspection", agent: "Emma Wilson", progress: 100, health: 95, value: 16200 },
+  { id: "c14", name: "Louis Abernathy", address: "2200 K Ave, Plano TX 75074", status: "stuck", stage: "Material Delay", jobType: "Roof Replacement", agent: "Liam Foster", progress: 60, health: 44, value: 24900 },
+  { id: "c15", name: "Grace Delgado", address: "7301 Ohio Dr, Plano TX 75093", status: "active", stage: "In Progress", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 68, health: 78, value: 51600 },
+];
+
+export type CollectionStatus = "paid" | "pending" | "overdue";
+
+export type CollectionRecord = {
+  id: string;
+  name: string;
+  address: string;
+  referenceId: string;
+  date: string; // YYYY-MM-DD
+  type: string; // "Deposit — 30%", "Progress Payment — 40%", "Final Payment — 30%"
+  status: CollectionStatus;
+  amount: number; // dollars
+};
+
+// Deterministic 3-installment payment schedule per construction job (deposit /
+// progress / final), so "Total Collected" has something real to show without a
+// billing backend. Which installments are PAID vs PENDING/OVERDUE follows the
+// job's own status — a completed job is fully paid, a stuck job has an overdue
+// progress payment, etc.
+const INSTALLMENTS = [
+  { label: "Deposit — 30%", pct: 0.3 },
+  { label: "Progress Payment — 40%", pct: 0.4 },
+  { label: "Final Payment — 30%", pct: 0.3 },
+] as const;
+
+function statusFor(jobStatus: ConstructionStatus, i: number): CollectionStatus {
+  if (jobStatus === "complete") return "paid";
+  if (i === 0) return "paid"; // deposit is always collected up front
+  if (jobStatus === "stuck" && i === 1) return "overdue";
+  return "pending";
+}
+
+export function collectionsFor(lead: ConstructionLead, leadIndex: number): CollectionRecord[] {
+  const deposit = Math.round(lead.value * INSTALLMENTS[0].pct);
+  const progress = Math.round(lead.value * INSTALLMENTS[1].pct);
+  const final = lead.value - deposit - progress; // remainder avoids rounding drift
+  const amounts = [deposit, progress, final];
+  const ref = `PRJ-2026-${String(leadIndex + 1).padStart(3, "0")}`;
+  return INSTALLMENTS.map((inst, i) => {
+    const month = ((leadIndex * 2 + i * 2) % 12) + 1;
+    const day = ((leadIndex * 5 + i * 7) % 27) + 1;
+    return {
+      id: `${lead.id}-r${i + 1}`,
+      name: lead.name,
+      address: lead.address,
+      referenceId: `${ref}-R${i + 1}`,
+      date: `2026-${String(month).padStart(2, "0")}-${String(day).padStart(2, "0")}`,
+      type: inst.label,
+      status: statusFor(lead.status, i),
+      amount: amounts[i],
+    };
+  });
+}
+
+export type PipelineLead = {
+  id: string;
+  name: string;
+  address: string;
+  jobType: string;
+  stage: string;
+  agent: string;
+  createdAgo: string;
+};
+
+const FIRST_NAMES = [
+  "Wesley", "Ivy", "Corey", "Renata", "Miles", "Paula", "Jasper", "Dana",
+  "Terrence", "Alina", "Grant", "Bethany", "Owen", "Marisol", "Kurt",
+  "Tanya", "Reggie", "Selena", "Blake", "Vivian", "Colton", "Priya",
+  "Gerald", "Fiona",
+];
+const LAST_NAMES = [
+  "Whitfield", "Caldwell", "Rourke", "Sanborn", "Delacroix", "Winters",
+  "Blackwood", "Herrera", "Sweeney", "Okafor", "Lindgren", "Pruitt",
+  "Castellano", "Marsh", "Yaeger", "Doyle", "Kowalczyk", "Beaumont",
+  "Ashworth", "Nakamura", "Villanueva", "Prescott", "Hutchins",
+  "Loomis", "Stanhope", "Everly", "Boone",
+];
+const STREETS = [
+  "Independence Pkwy", "Legacy Dr", "Coit Rd", "Parker Rd", "Alma Dr",
+  "K Ave", "Ohio Dr", "Preston Rd", "Spring Creek Pkwy", "Custer Rd",
+  "Shady Brook Ln", "Roundrock Trl", "Ridgeview Dr", "Chisholm Trl",
+  "Los Rios Blvd",
+];
+const ZIPS = ["75023", "75024", "75025", "75074", "75075", "75093"];
+const LEAD_JOB_TYPES = ["Roof Replacement", "Roof Inspection", "Gutter Replacement", "Siding Repair", "Window Replacement", "Roof Repair"];
+const LEAD_STAGES = ["New Inquiry", "Contacted", "Qualifying", "Quote Requested", "Nurture"];
+const LEAD_AGENTS = ["Cody Tatum", "Emma Wilson", "Liam Foster", "Sophie Turner", "Chloe Adams", "Unassigned"];
+
+// Deterministic (no Math.random/Date.now) so server- and client-render match.
+export const pipelineLeads: PipelineLead[] = Array.from({ length: 45 }, (_, i) => {
+  const first = FIRST_NAMES[i % FIRST_NAMES.length];
+  const last = LAST_NAMES[(i * 7) % LAST_NAMES.length];
+  const streetNum = 1000 + ((i * 137) % 8900);
+  const street = STREETS[(i * 3) % STREETS.length];
+  const zip = ZIPS[i % ZIPS.length];
+  const daysAgo = ((i * 3) % 21) + 1;
+  return {
+    id: `p${i + 1}`,
+    name: `${first} ${last}`,
+    address: `${streetNum} ${street}, Plano TX ${zip}`,
+    jobType: LEAD_JOB_TYPES[i % LEAD_JOB_TYPES.length],
+    stage: LEAD_STAGES[(i * 2) % LEAD_STAGES.length],
+    agent: LEAD_AGENTS[(i * 5) % LEAD_AGENTS.length],
+    createdAgo: daysAgo === 1 ? "1 day ago" : `${daysAgo} days ago`,
+  };
+});

src/components/dashboard/projects.tsx

@@ -0,0 +1,258 @@
+"use client";
+
+// ============================================================
+// Projects — Construction jobs + Pipeline leads.
+// Data comes from useProjectsData(): the local mock when the
+// Shell isn't configured, or the live be-crm data door
+// (crm.project.*) when it is. be-crm's Project model is generic
+// (name/status/value/owner/address/dates) — mock mode additionally
+// carries stage, job type, progress and health, which the live
+// table simply doesn't render (nothing backs them).
+// ============================================================
+
+import { useMemo, useState } from "react";
+import { Btn, Icon, Modal, PageHead, Pill } from "./ui";
+import {
+  QUICK_FILTERS, STATUS_LABEL, STATUS_TONE, useProjectsData,
+  type UiCollectionRecord, type UiProject, type UiProjectStatus,
+} from "@/lib/projects-api";
+
+const money = (n: number) => `$${Math.round(n).toLocaleString()}`;
+// The collections ledger shows cents (matches invoice-style amounts); the rest of the page rounds to whole dollars.
+const moneyExact = (n: number) => `$${n.toLocaleString(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
+
+const COLLECTION_STATUS_LABEL: Record<UiCollectionRecord["status"], string> = { paid: "Paid", pending: "Pending", overdue: "Overdue" };
+const COLLECTION_STATUS_TONE: Record<UiCollectionRecord["status"], string> = { paid: "green", pending: "orange", overdue: "red" };
+
+export function Projects() {
+  const data = useProjectsData();
+  const { projects, live } = data;
+
+  const [tab, setTab] = useState<"construction" | "pipeline">("construction");
+  const [query, setQuery] = useState("");
+  const [statusFilter, setStatusFilter] = useState<"all" | UiProjectStatus>("all");
+  const [viewProject, setViewProject] = useState<UiProject | null>(null);
+
+  const construction = useMemo(() => projects.filter((p) => !p.isLead), [projects]);
+  const pipeline = useMemo(() => projects.filter((p) => p.isLead), [projects]);
+  const budgetTotal = useMemo(() => construction.reduce((s, p) => s + (p.value ?? 0), 0), [construction]);
+
+  const list = tab === "construction" ? construction : pipeline;
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+    return list.filter((p) => {
+      const matchesStatus = tab === "pipeline" || statusFilter === "all" || p.status === statusFilter;
+      const matchesQ = !q
+        || p.name.toLowerCase().includes(q)
+        || (p.address ?? "").toLowerCase().includes(q)
+        || (p.jobType ?? "").toLowerCase().includes(q)
+        || p.agent.toLowerCase().includes(q);
+      return matchesStatus && matchesQ;
+    });
+  }, [list, statusFilter, query, tab]);
+
+  // Mock construction (richest): Lead | Status | Stage | Job Type | Agent | Progress | Health | ⋯
+  // Mock pipeline: Lead | Job Type | Stage | Agent | Created | ⋯
+  // Live (either tab, leaner — only fields be-crm actually stores): Lead | Status | Owner | Value | Due date | ⋯
+  const template = live
+    ? "minmax(220px,2.3fr) 110px 160px 120px 130px 48px"
+    : tab === "construction"
+      ? "minmax(220px,2.2fr) 104px 130px 150px 130px 130px 76px 48px"
+      : "minmax(220px,2.2fr) 150px 140px 130px 120px 48px";
+
+  return (
+    <div className="view proj">
+      <PageHead
+        title="Projects"
+        subtitle={`${construction.length} construction · ${pipeline.length} pipeline leads · ${money(budgetTotal)} budget`}
+      />
+
+      {data.error && <div className="card proj-empty" style={{ borderColor: "var(--red, #ef4444)" }}><p>Couldn&apos;t load projects: {data.error}</p></div>}
+
+      <div className="tm-toolbar proj-toolbar">
+        <div className="tm-tabs" role="tablist">
+          <button role="tab" aria-selected={tab === "construction"} className={`tm-tab ${tab === "construction" ? "active" : ""}`} onClick={() => setTab("construction")}>
+            <Icon name="owners" size={16} /> <span>Construction</span>
+            <span className="tm-tab-badge">{construction.length}</span>
+          </button>
+          <button role="tab" aria-selected={tab === "pipeline"} className={`tm-tab ${tab === "pipeline" ? "active" : ""}`} onClick={() => setTab("pipeline")}>
+            <Icon name="pipeline" size={16} /> <span>Pipeline Leads</span>
+            <span className="tm-tab-badge">{pipeline.length}</span>
+          </button>
+        </div>
+
+        <div className="tm-search">
+          <Icon name="search" size={16} />
+          <input className="ds-input flush" placeholder="Search leads by name, address, job type, agent…" value={query} onChange={(e) => setQuery(e.target.value)} />
+          {query && <button className="tm-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
+        </div>
+
+        {tab === "construction" && (
+          <div className="tm-chips">
+            <button className={`tm-chip ${statusFilter === "all" ? "on" : ""}`} onClick={() => setStatusFilter("all")}>
+              All <i>{construction.length}</i>
+            </button>
+            {QUICK_FILTERS.map((s) => (
+              <button key={s} className={`tm-chip ${statusFilter === s ? "on" : ""}`} style={{ ["--rc" as string]: `var(--${STATUS_TONE[s] === "muted" ? "faint" : STATUS_TONE[s]})` }} onClick={() => setStatusFilter(s)}>
+                {STATUS_LABEL[s]} <i>{construction.filter((p) => p.status === s).length}</i>
+              </button>
+            ))}
+          </div>
+        )}
+      </div>
+
+      {data.live && data.loading && projects.length === 0 ? (
+        <div className="card proj-empty"><span className="tm-empty-ic"><Icon name="owners" size={24} /></span><p>Loading projects…</p></div>
+      ) : filtered.length === 0 ? (
+        <div className="card proj-empty">
+          <span className="tm-empty-ic"><Icon name="search" size={24} /></span>
+          <p>No {tab === "construction" ? "projects" : "leads"} match your search.</p>
+          <Btn variant="soft" size="sm" onClick={() => { setQuery(""); setStatusFilter("all"); }}>Clear filters</Btn>
+        </div>
+      ) : (
+        <div className="card card-pad-0 proj-table">
+          <div className="proj-row proj-head" style={{ gridTemplateColumns: template }}>
+            <span>Lead</span>
+            {live ? (
+              <><span>Status</span><span>Owner</span><span className="proj-c-num">Value</span><span>Due date</span></>
+            ) : tab === "construction" ? (
+              <><span>Status</span><span>Stage</span><span>Job type</span><span>Agent</span><span>Progress</span><span className="proj-c-num">Health</span></>
+            ) : (
+              <><span>Job type</span><span>Stage</span><span>Agent</span><span>Created</span></>
+            )}
+            <span className="proj-c-act" />
+          </div>
+
+          {filtered.map((p) => (
+            <div className="proj-row" key={p.id} style={{ gridTemplateColumns: template }}>
+              <div className="proj-lead">
+                <div className="proj-lead-name">{p.name}</div>
+                {p.address && <div className="proj-lead-sub">{p.address}</div>}
+              </div>
+
+              {live ? (
+                <>
+                  <Pill tone={STATUS_TONE[p.status]}>{STATUS_LABEL[p.status].toUpperCase()}</Pill>
+                  <span className="proj-text">{p.agent}</span>
+                  <span className="proj-c-num">{p.value != null ? money(p.value) : <span className="tm-dash">—</span>}</span>
+                  <span className="proj-text">{p.dueDate ? new Date(p.dueDate).toLocaleDateString(undefined, { day: "numeric", month: "short", year: "numeric" }) : <span className="tm-dash">—</span>}</span>
+                </>
+              ) : tab === "construction" ? (
+                <>
+                  <Pill tone={STATUS_TONE[p.status]}>{STATUS_LABEL[p.status].toUpperCase()}</Pill>
+                  <Pill tone="blue">{p.stage}</Pill>
+                  <span className="proj-text">{p.jobType}</span>
+                  <span className="proj-text">{p.agent}</span>
+                  <div className="proj-progress" title={`${p.progress}%`}>
+                    <span className="proj-progress-track"><span className="proj-progress-fill" style={{ width: `${p.progress ?? 0}%` }} /></span>
+                    <b>{p.progress}%</b>
+                  </div>
+                  <span className="proj-c-num proj-health">{p.health}</span>
+                </>
+              ) : (
+                <>
+                  <span className="proj-text">{p.jobType}</span>
+                  <Pill tone="blue">{p.stage}</Pill>
+                  <span className="proj-text">{p.agent}</span>
+                  <span className="proj-text">{p.createdAgo}</span>
+                </>
+              )}
+
+              <div className="proj-c-act">
+                <button className="ds-iconbtn" aria-label={`View collections for ${p.name}`} onClick={() => setViewProject(p)}><Icon name="eye" size={17} /></button>
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+
+      <div className="proj-foot">
+        <span>Showing {filtered.length} of {list.length} {tab === "construction" ? "projects" : "leads"}</span>
+        {tab === "construction" && <b>{money(budgetTotal)} total</b>}
+      </div>
+
+      <CollectedDetailsModal project={viewProject} onClose={() => setViewProject(null)} />
+    </div>
+  );
+}
+
+/* ---------------------------------------------------------- */
+/* Collected details modal — payment ledger for one project   */
+/* ---------------------------------------------------------- */
+
+function CollectedDetailsModal({ project, onClose }: { project: UiProject | null; onClose: () => void }) {
+  const [query, setQuery] = useState("");
+  const records = project?.collections ?? [];
+  const total = useMemo(() => records.reduce((s, r) => s + r.amount, 0), [records]);
+  if (!project) return null;
+
+  const q = query.trim().toLowerCase();
+  const filtered = records.filter((r) =>
+    !q || r.name.toLowerCase().includes(q) || r.referenceId.toLowerCase().includes(q) || r.type.toLowerCase().includes(q));
+  const netTotal = filtered.reduce((s, r) => s + r.amount, 0);
+  const projectName = project.name;
+
+  function downloadCsv() {
+    const header = ["Name/Project", "Reference ID", "Date", "Type", "Status", "Amount"];
+    const rows = filtered.map((r) => [r.name, r.referenceId, r.date, r.type, COLLECTION_STATUS_LABEL[r.status], r.amount.toFixed(2)]);
+    const csv = [header, ...rows].map((row) => row.map((c) => `"${String(c).replace(/"/g, '""')}"`).join(",")).join("\n");
+    const blob = new Blob([csv], { type: "text/csv;charset=utf-8;" });
+    const url = URL.createObjectURL(blob);
+    const a = document.createElement("a");
+    a.href = url;
+    a.download = `${projectName.replace(/\s+/g, "-").toLowerCase()}-collections.csv`;
+    a.click();
+    URL.revokeObjectURL(url);
+  }
+
+  return (
+    <Modal
+      open={!!project}
+      onClose={onClose}
+      title="Total Collected Details"
+      subtitle={<>Total: <b>{moneyExact(total)}</b></>}
+      size="xl"
+      headerExtra={records.length > 0 && (
+        <button className="ds-iconbtn" aria-label="Download CSV" onClick={downloadCsv}><Icon name="download" size={18} /></button>
+      )}
+    >
+      {project.collections === null ? (
+        <div className="tm-empty"><span className="tm-empty-ic"><Icon name="card" size={24} /></span><p>Collections aren&apos;t available yet for live projects — this needs a billing module in be-crm.</p></div>
+      ) : records.length === 0 ? (
+        <div className="tm-empty"><span className="tm-empty-ic"><Icon name="card" size={24} /></span><p>No payments collected yet for {project.name}.</p></div>
+      ) : (
+        <>
+          <div className="tm-search proj-cd-search">
+            <Icon name="search" size={16} />
+            <input className="ds-input flush" placeholder="Search leads by name, address, job type, agent…" value={query} onChange={(e) => setQuery(e.target.value)} />
+            {query && <button className="tm-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
+          </div>
+
+          <div className="card card-pad-0 proj-table proj-cd-table">
+            <div className="proj-row proj-head" style={{ gridTemplateColumns: "minmax(180px,2fr) 140px 100px 170px 100px 120px" }}>
+              <span>Name / Project</span><span>Reference ID</span><span>Date</span><span>Type</span><span>Status</span><span className="proj-c-num">Amount</span>
+            </div>
+            {filtered.map((r) => (
+              <div className="proj-row" key={r.id} style={{ gridTemplateColumns: "minmax(180px,2fr) 140px 100px 170px 100px 120px" }}>
+                <div className="proj-lead">
+                  <div className="proj-lead-name">{r.name}</div>
+                  <div className="proj-lead-sub">{r.address}</div>
+                </div>
+                <span className="proj-text">{r.referenceId}</span>
+                <span className="proj-text">{r.date}</span>
+                <span className="proj-text">{r.type}</span>
+                <Pill tone={COLLECTION_STATUS_TONE[r.status]}>{COLLECTION_STATUS_LABEL[r.status].toUpperCase()}</Pill>
+                <span className="proj-c-num">{moneyExact(r.amount)}</span>
+              </div>
+            ))}
+          </div>
+
+          <div className="proj-foot">
+            <span>Showing {filtered.length} record{filtered.length === 1 ? "" : "s"}</span>
+            <b>Net Total: {moneyExact(netTotal)}</b>
+          </div>
+        </>
+      )}
+    </Modal>
+  );
+}

src/components/dashboard/settings.tsx

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

src/components/dashboard/sidebar.tsx

@@ -86,6 +86,7 @@ const NAV_PERMISSION: Record<string, string | undefined> = {
   leads: "leads.manage",
   verify: "leads.manage",
   pipeline: "pipeline.manage",
+  projects: "pipeline.manage",
   estimates: "estimates.create",
   procanvas: "estimates.create",
   dispatch: "dispatch.manage",

src/components/dashboard/ui.tsx

@@ -24,7 +24,7 @@ import {
   LayoutDashboard, Building2, FolderKanban, UserPlus, BadgeCheck, Filter,
   Truck, CloudLightning, Map as MapIcon, PenTool, Calculator, CalendarDays,
   Trophy, ListChecks, Users, Settings, Sparkles, MoreHorizontal,
-  UsersRound, type LucideIcon,
+  UsersRound, Download, type LucideIcon,
 } from "lucide-react";
 
 /* ---------------------------------------------------------- */
@@ -49,7 +49,7 @@ const ICONS: Record<string, LucideIcon> = {
   storm: CloudLightning, territory: MapIcon, procanvas: PenTool,
   estimates: Calculator, schedule: CalendarDays, leaderboard: Trophy,
   subtasks: ListChecks, people: Users, settings: Settings, ai: Sparkles,
-  team: UsersRound, dots: MoreHorizontal,
+  team: UsersRound, dots: MoreHorizontal, download: Download,
 };
 
 export function Icon({ name, size = 18, className, strokeWidth = 2 }: { name: string; size?: number; className?: string; strokeWidth?: number }) {
@@ -217,9 +217,9 @@ export function OtpField({ length = 6, value, onChange, autoFocus = true }: { le
 /* Modal                                                       */
 /* ---------------------------------------------------------- */
 
-export function Modal({ open, onClose, title, subtitle, icon, children, footer, size = "md" }: {
-  open: boolean; onClose: () => void; title: string; subtitle?: string; icon?: string;
-  children: ReactNode; footer?: ReactNode; size?: "sm" | "md" | "lg";
+export function Modal({ open, onClose, title, subtitle, icon, children, footer, size = "md", headerExtra }: {
+  open: boolean; onClose: () => void; title: string; subtitle?: ReactNode; icon?: string;
+  children: ReactNode; footer?: ReactNode; size?: "sm" | "md" | "lg" | "xl"; headerExtra?: ReactNode;
 }) {
   const titleId = useId();
   // Portal the overlay up to `.dash-root` so its position:fixed anchors to the viewport,
@@ -246,7 +246,10 @@ export function Modal({ open, onClose, title, subtitle, icon, children, footer,
               {subtitle && <p>{subtitle}</p>}
             </div>
           </div>
-          <button className="ds-iconbtn" aria-label="Close" onClick={onClose}><Icon name="x" size={18} /></button>
+          <div className="ds-modal-head-r">
+            {headerExtra}
+            <button className="ds-iconbtn" aria-label="Close" onClick={onClose}><Icon name="x" size={18} /></button>
+          </div>
         </div>
         <div className="ds-modal-body">{children}</div>
         {footer && <div className="ds-modal-foot">{footer}</div>}

src/components/dashboard/verify-data.ts

@@ -1,72 +0,0 @@
-// ============================================================
-// LynkedUp Pro — Lead Verification mock data.
-// The verification desk: door-knocked / web leads move through
-// an identity + insurance verification workflow before they
-// become working deals. All client-side.
-// ============================================================
-
-export type VStatus = "verified" | "in_progress" | "assigned" | "pending" | "unverified";
-
-export type VActivity = { text: string; time: string; who: string };
-
-export type VLead = {
-  id: string;
-  initials: string;
-  name: string;
-  address: string;
-  phone: string;
-  source: string;
-  assignee: { initials: string; name: string } | null;
-  status: VStatus;
-  verification: string;   // sub-status text
-  created: string;
-  // detail (optional — derived when absent)
-  email?: string;
-  createdAt?: string;     // date + time
-  verifiedAt?: string;
-  notes?: string;
-  activity?: VActivity[];
-};
-
-export const V_STATUS_META: Record<VStatus, { label: string; tone: string }> = {
-  verified: { label: "Verified", tone: "green" },
-  in_progress: { label: "In Progress", tone: "orange" },
-  assigned: { label: "Assigned", tone: "blue" },
-  pending: { label: "Pending", tone: "purple" },
-  unverified: { label: "Unverified", tone: "red" },
-};
-
-const WADE = { initials: "WH", name: "Wade Hollis" };
-const DARLENE = { initials: "DB", name: "Darlene Brooks" };
-const ROY = { initials: "RS", name: "Roy Schaefer" };
-
-export const V_LEADS: VLead[] = [
-  {
-    id: "LD-V-001", initials: "K", name: "Kevin Hartley", address: "2814 Ravenswood Dr, Plano, TX 75023", phone: "(972) 413-8902", source: "Door Knock", assignee: WADE, status: "verified", verification: "Verified", created: "May 14, 2026",
-    email: "kevin.hartley@gmail.com", createdAt: "May 14, 2026, 2:40 PM", verifiedAt: "May 16, 2026, 7:55 PM",
-    notes: "Ownership confirmed via county records. Hail damage from April 28 storm event verified.",
-    activity: [
-      { text: "Lead submitted via door knock intake.", time: "May 14, 2026, 2:40 PM", who: "System" },
-      { text: "Assigned to Wade Hollis.", time: "May 14, 2026, 3:10 PM", who: "Wade Hollis" },
-      { text: "First contact made — homeowner confirmed damage.", time: "May 15, 2026, 2:00 PM", who: "Wade Hollis" },
-      { text: "Verified and pushed to New Leads.", time: "May 16, 2026, 7:55 PM", who: "Wade Hollis" },
-    ],
-  },
-  { id: "LD-V-002", initials: "S", name: "Sandra Nguyen", address: "4817 Shady Brook Ln, Plano, TX 75093", phone: "(469) 551-7034", source: "Web Form", assignee: DARLENE, status: "verified", verification: "Verified", created: "May 17, 2026" },
-  { id: "LD-V-003", initials: "M", name: "Marcus Trevino", address: "1234 Oak Creek Blvd, Plano, TX 75075", phone: "(214) 837-4561", source: "Storm Canvass", assignee: WADE, status: "in_progress", verification: "Verifying Identity", created: "May 22, 2026" },
-  { id: "LD-V-004", initials: "B", name: "Brenda Kowalski", address: "890 Custer Rd, Plano, TX 75075", phone: "(972) 604-2817", source: "Referral", assignee: ROY, status: "in_progress", verification: "Reviewing Insurance", created: "May 20, 2026" },
-  { id: "LD-V-005", initials: "J", name: "James Whitaker", address: "3320 Parkhaven Dr, Plano, TX 75075", phone: "(469) 720-1188", source: "Door Knock", assignee: WADE, status: "in_progress", verification: "Confirming Ownership", created: "May 23, 2026" },
-  { id: "LD-V-006", initials: "P", name: "Priya Sharma", address: "5102 Mapleshade Ln, Plano, TX 75093", phone: "(972) 415-6620", source: "Web Form", assignee: DARLENE, status: "in_progress", verification: "Reviewing Insurance", created: "May 24, 2026" },
-  { id: "LD-V-007", initials: "C", name: "Carlos Mendez", address: "1470 Coit Rd, Plano, TX 75075", phone: "(214) 902-5533", source: "Storm Canvass", assignee: ROY, status: "in_progress", verification: "Confirming Damage", created: "May 25, 2026" },
-  { id: "LD-V-008", initials: "E", name: "Emily Carter", address: "2609 Rivercrest Dr, Plano, TX 75023", phone: "(469) 338-4471", source: "Door Knock", assignee: DARLENE, status: "assigned", verification: "Assigned", created: "May 26, 2026" },
-  { id: "LD-V-009", initials: "T", name: "Tyrone Jackson", address: "744 Legacy Dr, Plano, TX 75023", phone: "(972) 551-9042", source: "Referral", assignee: WADE, status: "assigned", verification: "Assigned", created: "May 26, 2026" },
-  { id: "LD-V-010", initials: "N", name: "Nicole Foster", address: "3901 Preston Meadow Dr, Plano, TX 75093", phone: "(214) 660-7719", source: "Web Form", assignee: ROY, status: "assigned", verification: "Assigned", created: "May 27, 2026" },
-  { id: "LD-V-011", initials: "A", name: "Aaron Blake", address: "1188 Alma Dr, Plano, TX 75075", phone: "(469) 471-3350", source: "Door Knock", assignee: null, status: "pending", verification: "Pending Review", created: "May 27, 2026" },
-  { id: "LD-V-012", initials: "G", name: "Grace Liu", address: "5540 Communications Pkwy, Plano, TX 75093", phone: "(972) 883-2201", source: "Web Form", assignee: null, status: "pending", verification: "Pending Review", created: "May 28, 2026" },
-  { id: "LD-V-013", initials: "D", name: "Derek Olsen", address: "902 Independence Pkwy, Plano, TX 75075", phone: "(214) 774-6690", source: "Call-In", assignee: null, status: "pending", verification: "Pending Review", created: "May 28, 2026" },
-  { id: "LD-V-014", initials: "M", name: "Monica Reyes", address: "3115 Rasor Blvd, Plano, TX 75093", phone: "(469) 205-8814", source: "Storm Canvass", assignee: null, status: "unverified", verification: "Unverified", created: "May 29, 2026" },
-  { id: "LD-V-015", initials: "S", name: "Sam Patterson", address: "677 Spring Creek Pkwy, Plano, TX 75023", phone: "(972) 330-1247", source: "Call-In", assignee: null, status: "unverified", verification: "Unverified", created: "May 29, 2026" },
-];
-
-export const V_SOURCES = ["Door Knock", "Web Form", "Storm Canvass", "Referral", "Call-In"];
-export const V_ASSIGNEES = ["Wade Hollis", "Darlene Brooks", "Roy Schaefer"];

src/components/dashboard/verify.tsx

@@ -1,306 +0,0 @@
-"use client";
-
-// ============================================================
-// Lead Verification — the verification desk.
-//   · Stat tiles : Verified / In Progress / Assigned / Pending
-//                  / Unverified counts (click to filter)
-//   · Toolbar    : search + status / source / assignee filters
-//   · Table      : Lead ID · Customer · Phone · Source ·
-//                  Assigned To · Status · Verification · Created
-//                  · Actions (view / verify / ⋯ menu)
-//   · Detail     : view → popup with Contact, Assignment,
-//                  Verification Notes and an Activity timeline
-// Data comes from verify-data.ts (client-side mock).
-// ============================================================
-
-import { useMemo, useState, useEffect } from "react";
-import { createPortal } from "react-dom";
-import { Avatar, Btn, Icon, Modal, PageHead, Pill, useToast } from "./ui";
-import { V_LEADS, V_STATUS_META, V_SOURCES, V_ASSIGNEES, type VStatus, type VLead, type VActivity } from "./verify-data";
-
-const STAT_ORDER: VStatus[] = ["verified", "in_progress", "assigned", "pending", "unverified"];
-const STAT_ICON: Record<VStatus, string> = {
-  verified: "check-circle", in_progress: "refresh", assigned: "user", pending: "clock", unverified: "alert",
-};
-
-/* ---- derive detail when the row doesn't carry it ---------- */
-function deriveEmail(l: VLead) {
-  if (l.email) return l.email;
-  const [first, ...rest] = l.name.toLowerCase().split(" ");
-  return `${first}.${rest.join("")}@gmail.com`;
-}
-function deriveCreatedAt(l: VLead) { return l.createdAt ?? `${l.created}, 10:00 AM`; }
-function buildActivity(l: VLead): VActivity[] {
-  if (l.activity) return l.activity;
-  const who = l.assignee?.name ?? "System";
-  const a: VActivity[] = [{ text: `Lead submitted via ${l.source.toLowerCase()} intake.`, time: deriveCreatedAt(l), who: "System" }];
-  if (l.assignee) a.push({ text: `Assigned to ${l.assignee.name}.`, time: l.created, who: l.assignee.name });
-  if (l.status === "in_progress") a.push({ text: `Verification in progress — ${l.verification.toLowerCase()}.`, time: l.created, who });
-  if (l.status === "verified") a.push({ text: "Verified and pushed to New Leads.", time: l.verifiedAt ?? l.created, who });
-  return a;
-}
-
-type MenuState = { lead: VLead; x: number; y: number } | null;
-
-export function Verify() {
-  const toast = useToast();
-  const [query, setQuery] = useState("");
-  const [status, setStatus] = useState("all");
-  const [source, setSource] = useState("all");
-  const [assignee, setAssignee] = useState("all");
-  const [selected, setSelected] = useState<VLead | null>(null);
-  const [menu, setMenu] = useState<MenuState>(null);
-
-  const counts = useMemo(() => {
-    const m: Record<string, number> = {};
-    for (const l of V_LEADS) m[l.status] = (m[l.status] ?? 0) + 1;
-    return m;
-  }, []);
-
-  const rows = useMemo(() => {
-    const q = query.trim().toLowerCase();
-    return V_LEADS.filter((l) => {
-      const matchQ = !q || `${l.name} ${l.id} ${l.phone} ${l.source} ${l.address}`.toLowerCase().includes(q);
-      const matchStatus = status === "all" || l.status === status;
-      const matchSource = source === "all" || l.source === source;
-      const matchAssignee = assignee === "all" || l.assignee?.name === assignee;
-      return matchQ && matchStatus && matchSource && matchAssignee;
-    });
-  }, [query, status, source, assignee]);
-
-  function act(l: VLead, title: string, desc: string, tone: "success" | "info" = "info") {
-    setMenu(null);
-    toast.push({ tone, title, desc });
-  }
-
-  return (
-    <div className="view lv">
-      <PageHead
-        eyebrow="Sales"
-        title="Lead Verification"
-        subtitle="Identity & insurance checks before a lead becomes a working deal."
-        icon="verify"
-        actions={<Btn variant="outline" icon="refresh" onClick={() => toast.push({ tone: "info", title: "Queue refreshed", desc: "Verification queue is up to date." })}>Refresh</Btn>}
-      />
-
-      {/* ---- stat tiles ---- */}
-      <div className="lv-stats">
-        {STAT_ORDER.map((s) => {
-          const meta = V_STATUS_META[s];
-          return (
-            <button key={s} className={`lv-stat tone-${meta.tone} ${status === s ? "active" : ""}`} onClick={() => setStatus(status === s ? "all" : s)}>
-              <span className="lv-stat-ic"><Icon name={STAT_ICON[s]} size={16} /></span>
-              <span className="lv-stat-val">{counts[s] ?? 0}</span>
-              <span className="lv-stat-lbl">{meta.label}</span>
-            </button>
-          );
-        })}
-      </div>
-
-      {/* ---- toolbar ---- */}
-      <div className="lv-toolbar">
-        <div className="lv-search">
-          <Icon name="search" size={16} />
-          <input value={query} onChange={(e) => setQuery(e.target.value)} placeholder="Search name, lead ID, phone, source…" aria-label="Search verification leads" />
-          {query && <button className="lv-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
-        </div>
-        <select className="ds-select lv-filter" value={status} onChange={(e) => setStatus(e.target.value)} aria-label="Filter by status">
-          <option value="all">All statuses</option>
-          {STAT_ORDER.map((s) => <option key={s} value={s}>{V_STATUS_META[s].label}</option>)}
-        </select>
-        <select className="ds-select lv-filter" value={source} onChange={(e) => setSource(e.target.value)} aria-label="Filter by source">
-          <option value="all">All sources</option>
-          {V_SOURCES.map((s) => <option key={s} value={s}>{s}</option>)}
-        </select>
-        <select className="ds-select lv-filter" value={assignee} onChange={(e) => setAssignee(e.target.value)} aria-label="Filter by assignee">
-          <option value="all">All assignees</option>
-          {V_ASSIGNEES.map((a) => <option key={a} value={a}>{a}</option>)}
-        </select>
-      </div>
-
-      {/* ---- table ---- */}
-      <div className="lv-tablewrap">
-        <table className="lv-table">
-          <thead>
-            <tr>
-              <th>Lead ID</th><th>Customer</th><th>Phone</th><th>Source</th>
-              <th>Assigned To</th><th>Status</th><th>Verification</th><th>Created</th>
-              <th className="lv-actions-h">Actions</th>
-            </tr>
-          </thead>
-          <tbody>
-            {rows.length === 0 ? (
-              <tr><td colSpan={9} className="lv-empty">No leads match your filters.</td></tr>
-            ) : rows.map((l) => {
-              const meta = V_STATUS_META[l.status];
-              return (
-                <tr key={l.id}>
-                  <td><div className="lv-id">{l.id}</div><div className="lv-id-date">{l.created}</div></td>
-                  <td>
-                    <div className="lv-cust">
-                      <Avatar initials={l.initials} size={34} />
-                      <div className="lv-cust-body">
-                        <div className="lv-cust-name">{l.name}</div>
-                        <div className="lv-cust-addr">{l.address}</div>
-                      </div>
-                    </div>
-                  </td>
-                  <td className="lv-phone">{l.phone}</td>
-                  <td><span className="lv-source">{l.source}</span></td>
-                  <td>
-                    {l.assignee ? (
-                      <div className="lv-assignee">
-                        <Avatar initials={l.assignee.initials} size={26} gradient="linear-gradient(135deg,#4f8cff,#2c5cff)" />
-                        <span>{l.assignee.name}</span>
-                      </div>
-                    ) : <span className="lv-unassigned">— Unassigned</span>}
-                  </td>
-                  <td><Pill tone={meta.tone}>{meta.label}</Pill></td>
-                  <td><span className={`lv-verif v-${l.status}`}><Icon name={STAT_ICON[l.status]} size={13} /> {l.verification}</span></td>
-                  <td className="lv-created">{l.created}</td>
-                  <td>
-                    <div className="lv-rowacts">
-                      <button className="lv-act" aria-label="View details" title="View details" onClick={() => setSelected(l)}><Icon name="eye" size={15} /></button>
-                      <button className="lv-act primary" aria-label="Verify" title="Verify lead" onClick={() => act(l, "Marked verified", `${l.name} moved to Verified.`, "success")}><Icon name="check-circle" size={15} /></button>
-                      <button className="lv-act" aria-label="More actions" title="More actions" onClick={(e) => setMenu(menu?.lead.id === l.id ? null : { lead: l, x: e.clientX, y: e.clientY })}><Icon name="dots" size={15} /></button>
-                    </div>
-                  </td>
-                </tr>
-              );
-            })}
-          </tbody>
-        </table>
-      </div>
-      <div className="lv-count">{rows.length} of {V_LEADS.length} leads</div>
-
-      <ActionsMenu menu={menu} onClose={() => setMenu(null)} onAct={act} onView={(l) => { setSelected(l); setMenu(null); }} />
-      <VerifyDetail lead={selected} onClose={() => setSelected(null)} />
-    </div>
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* Row actions dropdown (portalled, fixed-positioned)          */
-/* ---------------------------------------------------------- */
-
-function ActionsMenu({ menu, onClose, onAct, onView }: {
-  menu: MenuState; onClose: () => void;
-  onAct: (l: VLead, title: string, desc: string, tone?: "success" | "info") => void;
-  onView: (l: VLead) => void;
-}) {
-  const [mounted, setMounted] = useState(false);
-  useEffect(() => { setMounted(true); }, []);
-  useEffect(() => {
-    if (!menu) return;
-    const onKey = (e: KeyboardEvent) => { if (e.key === "Escape") onClose(); };
-    document.addEventListener("keydown", onKey);
-    return () => document.removeEventListener("keydown", onKey);
-  }, [menu, onClose]);
-  if (!menu || !mounted) return null;
-
-  const l = menu.lead;
-  const left = Math.max(8, menu.x - 196);
-  const top = Math.min(menu.y + 8, window.innerHeight - 260);
-
-  const items = [
-    { icon: "eye", label: "View Details", run: () => onView(l) },
-    { icon: "check-circle", label: "Verify Lead", run: () => onAct(l, "Verified", `${l.name} marked as verified.`, "success") },
-    { icon: "alert", label: "Mark Unverified", run: () => onAct(l, "Marked unverified", `${l.name} moved to Unverified.`) },
-    { icon: "user", label: "Change Assignee", run: () => onAct(l, "Change assignee", `Pick a new rep for ${l.name}.`) },
-    { icon: "refresh", label: "Reassign (In Progress)", run: () => onAct(l, "Reassigned", `${l.name} set to In Progress.`) },
-    { icon: "clock", label: "Move to Pending", run: () => onAct(l, "Moved to pending", `${l.name} is now Pending review.`) },
-  ];
-
-  return createPortal(
-    <>
-      <div className="lv-menu-scrim" onClick={onClose} />
-      <div className="lv-menu" style={{ left, top }} role="menu">
-        {items.map((it) => (
-          <button key={it.label} className="lv-menu-item" role="menuitem" onClick={it.run}>
-            <Icon name={it.icon} size={14} /> {it.label}
-          </button>
-        ))}
-      </div>
-    </>,
-    document.body,
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* Verification detail popup                                   */
-/* ---------------------------------------------------------- */
-
-function VerifyDetail({ lead, onClose }: { lead: VLead | null; onClose: () => void }) {
-  if (!lead) return null;
-  const meta = V_STATUS_META[lead.status];
-  const activity = buildActivity(lead);
-
-  return (
-    <Modal open={!!lead} onClose={onClose} size="lg" title={lead.name} subtitle={`${lead.id} · ${lead.verification}`} icon="verify"
-      footer={<>
-        <Btn variant="ghost" icon="phone">Call</Btn>
-        <Btn icon="check-circle">Verify Lead</Btn>
-      </>}
-    >
-      <div className="lv-detail">
-        <div className="lv-d-identity">
-          <Avatar initials={lead.initials} size={50} />
-          <div>
-            <div className="lv-d-name">{lead.name}</div>
-            <div className="lv-d-pills">
-              <Pill tone={meta.tone}>{meta.label}</Pill>
-              <span className={`lv-verif v-${lead.status}`}><Icon name={STAT_ICON[lead.status]} size={13} /> {lead.verification}</span>
-            </div>
-          </div>
-        </div>
-
-        <div className="lv-d-grid">
-          <div className="lv-d-section">
-            <div className="lv-d-head"><Icon name="user" size={15} /> Contact</div>
-            <Row label="Phone" value={lead.phone} />
-            <Row label="Email" value={deriveEmail(lead)} />
-            <Row label="Address" value={lead.address} />
-            <Row label="Source" value={lead.source} />
-          </div>
-          <div className="lv-d-section">
-            <div className="lv-d-head"><Icon name="team" size={15} /> Assignment</div>
-            <Row label="Assigned To" value={lead.assignee?.name ?? "Unassigned"} />
-            <Row label="Created" value={deriveCreatedAt(lead)} />
-            {lead.verifiedAt && <Row label="Verified At" value={lead.verifiedAt} />}
-          </div>
-        </div>
-
-        {lead.notes && (
-          <div className="lv-d-notes">
-            <div className="lv-d-head"><Icon name="edit" size={15} /> Verification Notes</div>
-            <p>{lead.notes}</p>
-          </div>
-        )}
-
-        <div className="lv-d-activity">
-          <div className="lv-d-head"><Icon name="clock" size={15} /> Activity</div>
-          <ul className="lv-timeline">
-            {activity.map((a, i) => (
-              <li key={i} className="lv-tl-item">
-                <span className="lv-tl-dot" />
-                <div className="lv-tl-body">
-                  <div className="lv-tl-text">{a.text}</div>
-                  <div className="lv-tl-meta">{a.time} · {a.who}</div>
-                </div>
-              </li>
-            ))}
-          </ul>
-        </div>
-      </div>
-    </Modal>
-  );
-}
-
-function Row({ label, value }: { label: string; value: string }) {
-  return (
-    <div className="lv-d-row">
-      <span className="lv-d-k">{label}</span>
-      <span className="lv-d-v">{value}</span>
-    </div>
-  );
-}

src/lib/crm-inbox-adapter.ts

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

src/lib/crm-messaging-adapter.ts

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

src/lib/inbox-api.ts

@@ -1,95 +0,0 @@
-"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, useEffect, useMemo, useState } from "react";
-import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
-import { isShellConfigured } from "./appshell";
-import type { MailThread } from "./mail-api";
-
-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 } : {});
-  // Mail lives in crm-mail threads, NOT the inbox projection — fold it into the one unified
-  // surface. Mail has no inbox work-item state, so it only shows in the Open (or unfiltered) view.
-  const showMail = !state || state === "OPEN";
-  const mq = useQuery<MailThread[]>("crm.mail.list", {});
-
-  // The SDK's useQuery only refetches when the ACTION changes, not the variables — so a filter
-  // change (same action, new { state }) wouldn't reload. Force a refetch when the filter changes.
-  const refetchInbox = q.refetch;
-  useEffect(() => { refetchInbox(); }, [state, refetchInbox]);
-
-  const items = useMemo<UiInboxItem[]>(() => {
-    const inboxItems = q.data ?? [];
-    const mailItems: UiInboxItem[] = showMail
-      ? (mq.data ?? []).map((t) => ({
-          id: `mail:${t.threadId}`,
-          kind: "MAIL",
-          state: "OPEN" as InboxState,
-          title: t.subject || "(no subject)",
-          ...(t.lastMessage ? { summary: t.lastMessage } : {}),
-          priority: t.unread > 0 ? "HIGH" : "LOW",
-          threadId: t.threadId,
-          createdAt: t.lastAt ?? "",
-        }))
-      : [];
-    // Newest first; mail and inbox items interleave by time.
-    return [...mailItems, ...inboxItems].sort((a, b) => (b.createdAt ?? "").localeCompare(a.createdAt ?? ""));
-  }, [q.data, mq.data, showMail]);
-
-  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 || (showMail && mq.loading),
-    // Don't let a mail-list hiccup blank the whole inbox — surface only the inbox error.
-    error: q.error?.message ?? null,
-    items,
-    transition,
-    refetch: () => { q.refetch(); mq.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/mail-api.ts

@@ -1,121 +0,0 @@
-"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

@@ -14,12 +14,25 @@ export function isImage(mime?: string | null): boolean {
   return !!mime && mime.startsWith("image/");
 }
 
+// Some types (notably .md) have no OS-registered MIME, so the browser reports an empty file.type.
+// Fall back to the extension for the text types IIOS allows, else a generic binary.
+const EXT_MIME: Record<string, string> = {
+  md: "text/markdown", markdown: "text/markdown",
+  html: "text/html", htm: "text/html",
+  txt: "text/plain", csv: "text/csv",
+};
+function mimeForFile(file: File): string {
+  if (file.type) return file.type;
+  const ext = file.name.toLowerCase().split(".").pop() ?? "";
+  return EXT_MIME[ext] ?? "application/octet-stream";
+}
+
 /** Upload a File → { contentRef, mimeType, sizeBytes, filename }. Throws on oversize / failure. */
 export function useUploadAttachment() {
   const { sdk } = useAppShell();
   return useCallback(async (file: File): Promise<UploadedAttachment> => {
     if (file.size > MAX_ATTACHMENT_BYTES) throw new Error("File is too large (max 25 MB).");
-    const mime = file.type || "application/octet-stream";
+    const mime = mimeForFile(file);
     const { objectKey, uploadUrl } = (await sdk.command("crm.media.presignUpload", { mime, sizeBytes: file.size })) as { objectKey: string; uploadUrl: string };
     const res = await fetch(uploadUrl, { method: "PUT", body: file });
     if (!res.ok) throw new Error(`Upload failed (${res.status}).`);

src/lib/messenger-api.ts

@@ -1,435 +0,0 @@
-"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

@@ -1,149 +0,0 @@
-"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/projects-api.ts

@@ -0,0 +1,201 @@
+"use client";
+
+// Projects data layer. Serves EITHER the local mock (when the Shell isn't
+// configured — the polished demo keeps working) OR the live be-crm data door
+// (crm.project.*), behind one interface so the component is mode-agnostic.
+// Mirrors team-api.ts.
+//
+// Live contract (be-crm):
+//   query  crm.project.list      { perPage }          -> { items: ProjectDTO[], meta }
+//   cmd    crm.project.create    { name, status?, value?, address?, dueDate?, ... }
+//   cmd    crm.project.setStatus { id, status }
+//   cmd    crm.project.remove    { id }
+//
+// be-crm's Project model is generic (name/status/value/owner/address/dates) —
+// it has no stage, job type, progress or health score. Those are mock-only
+// fields (undefined in live mode); the Projects screen renders a leaner
+// column set when `live` is true.
+
+import { useCallback, useMemo, useState } from "react";
+import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+import {
+  collectionsFor, constructionLeads, pipelineLeads,
+  type CollectionRecord, type ConstructionStatus,
+} from "@/components/dashboard/projects-data";
+
+export type UiCollectionRecord = CollectionRecord;
+
+/* ---- UI-facing shapes ---------------------------------------------------- */
+
+// "lead" / "archived" round out the mock's four (active/complete/stuck/followup)
+// so every be-crm ProjectStatus has somewhere to map to.
+export type UiProjectStatus = ConstructionStatus | "lead" | "archived";
+
+export interface UiProject {
+  id: string;
+  name: string;
+  address: string | null;
+  status: UiProjectStatus;
+  stage: string | null; // mock only
+  jobType: string | null; // mock only
+  agent: string;
+  progress: number | null; // mock only
+  health: number | null; // mock only
+  value: number | null; // dollars
+  dueDate: string | null;
+  createdAgo: string | null; // mock pipeline leads only
+  collections: UiCollectionRecord[] | null; // mock only — no billing backend yet
+  isLead: boolean; // true → "Pipeline Leads" tab
+}
+
+export interface NewProjectInput {
+  name: string;
+  status: UiProjectStatus;
+  value?: number; // dollars
+}
+
+export interface ProjectsData {
+  live: boolean;
+  loading: boolean;
+  error: string | null;
+  projects: UiProject[];
+  create: (p: NewProjectInput) => Promise<void>;
+  setStatus: (id: string, status: UiProjectStatus) => Promise<void>;
+  remove: (id: string) => Promise<void>;
+  refetch: () => void;
+}
+
+export const STATUS_LABEL: Record<UiProjectStatus, string> = {
+  lead: "Lead", active: "Active", complete: "Complete", stuck: "Stuck", followup: "Follow-up", archived: "Archived",
+};
+export const STATUS_TONE: Record<UiProjectStatus, string> = {
+  lead: "purple", active: "green", complete: "blue", stuck: "red", followup: "orange", archived: "muted",
+};
+// Quick-filter chips only cover the four "in-flight job" statuses (mirrors the design).
+export const QUICK_FILTERS: UiProjectStatus[] = ["active", "complete", "stuck", "followup"];
+
+/* ---- mock → UI ------------------------------------------------------------ */
+
+function mockConstruction(c: (typeof constructionLeads)[number], index: number): UiProject {
+  return {
+    id: c.id, name: c.name, address: c.address, status: c.status, stage: c.stage, jobType: c.jobType,
+    agent: c.agent, progress: c.progress, health: c.health, value: c.value, dueDate: null, createdAgo: null,
+    collections: collectionsFor(c, index), isLead: false,
+  };
+}
+function mockPipeline(p: (typeof pipelineLeads)[number]): UiProject {
+  return {
+    id: p.id, name: p.name, address: p.address, status: "lead", stage: p.stage, jobType: p.jobType,
+    agent: p.agent, progress: null, health: null, value: null, dueDate: null, createdAgo: p.createdAgo,
+    collections: [], isLead: true,
+  };
+}
+
+/* ======================================================================== */
+/* Mock implementation (no Shell configured)                                */
+/* ======================================================================== */
+
+let mockSeq = 1;
+
+function useMockProjects(): ProjectsData {
+  const [projects, setProjects] = useState<UiProject[]>(() => [
+    ...constructionLeads.map(mockConstruction),
+    ...pipelineLeads.map(mockPipeline),
+  ]);
+
+  const create = useCallback(async (p: NewProjectInput) => {
+    const isLead = p.status === "lead";
+    const next: UiProject = {
+      id: `new_${mockSeq++}`, name: p.name, address: null, status: p.status,
+      stage: isLead ? "New Inquiry" : "New Lead", jobType: null, agent: "Unassigned",
+      progress: isLead ? null : 0, health: isLead ? null : 70, value: isLead ? null : (p.value ?? null),
+      dueDate: null, createdAgo: isLead ? "Just now" : null, collections: [], isLead,
+    };
+    setProjects((l) => [next, ...l]);
+  }, []);
+  const setStatus = useCallback(async (id: string, status: UiProjectStatus) => {
+    setProjects((l) => l.map((p) => (p.id === id ? { ...p, status, isLead: status === "lead" } : p)));
+  }, []);
+  const remove = useCallback(async (id: string) => { setProjects((l) => l.filter((p) => p.id !== id)); }, []);
+
+  return { live: false, loading: false, error: null, projects, create, setStatus, remove, refetch: () => {} };
+}
+
+/* ======================================================================== */
+/* Live implementation (be-crm data door)                                   */
+/* ======================================================================== */
+
+type BackendStatus = "lead" | "active" | "on_hold" | "won" | "lost" | "archived";
+const BACKEND_TO_UI: Record<BackendStatus, UiProjectStatus> = {
+  lead: "lead", active: "active", on_hold: "stuck", won: "complete", lost: "followup", archived: "archived",
+};
+const UI_TO_BACKEND: Record<UiProjectStatus, BackendStatus> = {
+  lead: "lead", active: "active", stuck: "on_hold", complete: "won", followup: "lost", archived: "archived",
+};
+
+interface ProjectAddressDTO { line1?: string | null; city?: string | null; state?: string | null; postalCode?: string | null }
+interface ProjectDTO {
+  id: string; name: string; status: BackendStatus; ownerPrincipalId: string | null;
+  value: number | null; address: ProjectAddressDTO | null; dueDate: string | null;
+}
+interface MemberRef { principalId: string; displayName: string | null; jobTitle: string | null }
+
+const fmtAddress = (a: ProjectAddressDTO | null): string | null => {
+  if (!a) return null;
+  const cityState = [a.city, a.state].filter(Boolean).join(" ");
+  const parts = [a.line1, [cityState, a.postalCode].filter(Boolean).join(" ")].filter(Boolean);
+  return parts.length ? parts.join(", ") : null;
+};
+
+function useLiveProjects(): ProjectsData {
+  const { sdk } = useAppShell();
+  const listQ = useQuery<{ items: ProjectDTO[] }>("crm.project.list", { perPage: 100 });
+  // Resolve ownerPrincipalId → a real name for the "Owner" column (crm.project.list
+  // only returns the raw id).
+  const membersQ = useQuery<{ items: MemberRef[] }>("crm.team.member.search", { perPage: 100 });
+
+  const refetch = useCallback(() => { listQ.refetch(); membersQ.refetch(); }, [listQ, membersQ]);
+  const cmd = useCallback(async (action: string, variables: Record<string, unknown>) => {
+    await sdk.command(action, variables);
+    refetch();
+  }, [sdk, refetch]);
+
+  const nameByPrincipal = useMemo(() => {
+    const m = new Map<string, string>();
+    for (const it of membersQ.data?.items ?? []) if (it.principalId) m.set(it.principalId, it.displayName || it.jobTitle || it.principalId);
+    return m;
+  }, [membersQ.data]);
+
+  const projects: UiProject[] = useMemo(() => (listQ.data?.items ?? []).map((d) => ({
+    id: d.id, name: d.name, address: fmtAddress(d.address),
+    status: BACKEND_TO_UI[d.status] ?? "active",
+    stage: null, jobType: null,
+    agent: d.ownerPrincipalId ? (nameByPrincipal.get(d.ownerPrincipalId) ?? "Unassigned") : "Unassigned",
+    progress: null, health: null,
+    value: d.value != null ? d.value / 100 : null, // minor units → dollars
+    dueDate: d.dueDate, createdAgo: null, collections: null, isLead: d.status === "lead",
+  })), [listQ.data, nameByPrincipal]);
+
+  return {
+    live: true,
+    loading: listQ.loading || membersQ.loading,
+    error: (listQ.error ?? membersQ.error)?.message ?? null,
+    projects,
+    create: (p) => cmd("crm.project.create", {
+      name: p.name, status: UI_TO_BACKEND[p.status],
+      ...(p.value != null ? { value: Math.round(p.value * 100) } : {}),
+    }),
+    setStatus: (id, status) => cmd("crm.project.setStatus", { id, status: UI_TO_BACKEND[status] }),
+    remove: (id) => cmd("crm.project.remove", { id }),
+    refetch,
+  };
+}
+
+/* ---- public hook: pick the implementation at module-config time --------- */
+
+const SHELL = isShellConfigured();
+
+export function useProjectsData(): ProjectsData {
+  return SHELL ? useLiveProjects() : useMockProjects();
+}

src/lib/sms-settings-api.ts

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